Nonprofit · EIN 82-4595018
BROWN-FORMAN FOUNDATION
Tax-exempt · LOUISVILLE, KY 40210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $6,302,350 | $5,157,900 | $1,144,450 | $111,055,151 | $29,748,625 | $81,306,526 |
| April 30, 2025 | 990-PF | $3,522,853 | $4,382,328 | -$859,475 | $100,091,329 | $34,741,896 | $65,349,433 |
| April 30, 2024 | 990-PF | $21,284,671 | $4,202,773 | $17,081,898 | $99,766,995 | $37,840,651 | $61,926,344 |
| April 30, 2022 | 990-PF | $1,747,119 | $50,005,624 | -$48,258,505 | $88,478,001 | $47,254,742 | $41,223,259 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $2,860,530
- Interest
- $120,879
- Net gain from sales of assets
- $3,320,941
Expenses
- Grants and similar amounts paid
- $4,348,598
- Disbursements for charitable purposes
- $9,866,826
- Excise tax on investment income
- $84,969
Balance sheet and other
- Total assets, start of year
- $100,091,329
- Total assets, end of year
- $111,055,151
- Total liabilities, end of year
- $29,748,625
- Net assets, end of year
- $81,306,526
- Fair market value of assets
- $111,055,151
- Qualifying distributions
- $9,866,826
- Net investment income
- $6,302,350
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL HORN 850 DIXIE HIGHWAY, LOUISVILLE, KY 40210 | EXECUTIVE DIRECTOR | 15 | $0 |
| LAWSON WHITING 850 DIXIE HIGHWAY, LOUISVILLE, KY 40210 | DIRECTOR | 1 | $0 |
| CRYSTAL PETERSON 850 DIXIE HIGHWAY, LOUISVILLE, KY 40210 | PRESIDENT | 5 | $0 |
| SUE PERRAM 850 DIXIE HIGHWAY, LOUISVILLE, KY 40210 | TREASURER | 2.5 | $0 |
| GARVIN DETERS 850 DIXIE HIGHWAY, LOUISVILLE, KY 40210 | DIRECTOR | 1 | $0 |
| GRANT ADAMS 850 DIXIE HIGHWAY, LOUISVILLE, KY 40210 | DIRECTOR | 1 | $0 |
| DANIELLE GRAHAM 850 DIXIE HIGHWAY, LOUISVILLE, KY 40210 | DIRECTOR | 1 | $0 |
| STACI RAWLS 850 DIXIE HIGHWAY, LOUISVILLE, KY 40210 | DIRECTOR | 1 | $0 |
990-PF for the year ended April 30, 2025: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL HORN 850 Dixie Highway, Louisville, KY 40210 | EXECUTIVE DIRECTOR | 15 | $0 |
| Lawson Whiting 850 Dixie Highway, Louisville, KY 40210 | Director | 1 | $0 |
| Chris Brown 850 Dixie Highway, Louisville, KY 40210 | Director | 1 | $0 |
| Crystal Peterson 850 Dixie Highway, Louisville, KY 40210 | President | 5 | $0 |
| Sue PERRAM 850 Dixie Highway, Louisville, KY 40210 | Treasurer | 2.5 | $0 |
| MAUREEN BREKKA 850 Dixie Highway, Louisville, KY 40210 | DIRECTOR | 1 | $0 |
| GARVIN DETERS 850 Dixie Highway, Louisville, KY 40210 | DIRECTOR | 1 | $0 |
| DWIGHT HAYGOOD 850 Dixie Highway, Louisville, KY 40210 | DIRECTOR | 1 | $0 |
| Grant Adams 850 Dixie Highway, Louisville, KY 40210 | DIRECTOR | 1 | $0 |
990-PF for the year ended April 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL HORN 850 Dixie Highway, Louisville, KY 40210 | EXECUTIVE DIRECTOR | 15 | $0 |
| Lawson Whiting 850 Dixie Highway, Louisville, KY 40210 | Director | 1 | $0 |
| Chris Brown 850 Dixie Highway, Louisville, KY 40210 | Director | 1 | $0 |
| Crystal Peterson 850 Dixie Highway, Louisville, KY 40210 | President | 5 | $0 |
| Sue PERRAM 850 Dixie Highway, Louisville, KY 40210 | Treasurer | 2.5 | $0 |
| MAUREEN BREKKA 850 Dixie Highway, Louisville, KY 40210 | DIRECTOR | 1 | $0 |
| GARVIN DETERS 850 Dixie Highway, Louisville, KY 40210 | DIRECTOR | 1 | $0 |
| DWIGHT HAYGOOD 850 Dixie Highway, Louisville, KY 40210 | DIRECTOR | 1 | $0 |
990-PF for the year ended April 30, 2022: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jill Horn 850 Dixie Highway, Louisville, KY 40210 | Executive Director | 15 | $0 |
| Ralph de Chabert 850 Dixie Highway, Louisville, KY 40210 | President | 5 | $0 |
| Sanjhi Agrawal 851 Dixie Highway, Louisville, KY 40210 | Treasurer (beginning April 1, 2022) | 2.5 | $0 |
| Sharell Sandvoss 850 Dixie Highway, Louisville, KY 40210 | Treasurer (through 3/31/22) | 2.5 | $0 |
| Lawson Whiting 849 Dixie Highway, Louisville, KY 40210 | Director | 1 | $0 |
| Chris Brown 848 Dixie Highway, Louisville, KY 40211 | Director | 1 | $0 |
| Crystal Peterson 847 Dixie Highway, Louisville, KY 40210 | Director | 1 | $0 |
| Dace Polk Brown 846 Dixie Highway, Louisville, KY 40212 | Director | 1 | $0 |
| Owsley Brown III 845 Dixie Highway, Louisville, KY 40210 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 850 DIXIE HWY, LOUISVILLE, KY 40210-1038
- Signed the 990-PF
- SUE PERRAM, TREASURER
- Phone
- (502) 774-5918
- Return prepared by
- CROWE ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 82-4595018
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2019
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $111,055,151
- Income (IRS master file)
- $20,567,361
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $6,302,350 | $5,157,900 | $111,055,151 | XML |
| 990-PF | April 2025 | $3,522,853 | $4,382,328 | $100,091,329 | XML |
| 990-PF | April 2024 | $21,284,671 | $4,202,773 | $99,766,995 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | $1,747,119 | $50,005,624 | $88,478,001 | XML |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2020 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-4595018).
Questions about BROWN-FORMAN FOUNDATION
- What is the EIN of BROWN-FORMAN FOUNDATION?
- The employer identification number (EIN) of BROWN-FORMAN FOUNDATION is 82-4595018.
- Is BROWN-FORMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to BROWN-FORMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BROWN-FORMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BROWN-FORMAN FOUNDATION due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BROWN-FORMAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of BROWN-FORMAN FOUNDATION?
- The 990-PF for the year ended April 30, 2026 lists 8 people; 0 received compensation from the organization.
- How much revenue does BROWN-FORMAN FOUNDATION have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $6,302,350, expenses of $5,157,900 and total assets of $111,055,151 at year end.
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