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Owsley Brown Iii Philanthropic Foundation Inc

  • Louisville, KY
  • Tax-exempt since June 2013
  • EIN: 27-4432014

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.45M (2023)

Expenses
$3.28M (2023)

Total Assets
$9.44M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,454,301
Expenses
$3,275,486
Net Income
-$821,185
Net Assets
$9,441,429
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $771,314
31.4%
Sales of Assets $1,682,987
68.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,225,417
98.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,441,429
Total Liabilities $0
Net Assets $9,441,429
Compensation
Key Employees and Officers Compensation Other
Owsley Brown Iii (Director/President/Secreta) $0 $0
Brooke Brown Barzun (Director) $0 $0
Augusta Brown Holland (Director) $0 $0
Christina Lee Brown (Director) $0 $0
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Document Links

990-PF
Filed on May 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Nov.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,375,274
Expenses
$3,364,508
Net Income
$10,766
Net Assets
$10,262,614
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,668,270
49.4%
Interest Revenue $304
0.0%
Dividends $1,606,312
47.6%
Sales of Assets $100,388
3.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,327,154
98.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,262,614
Total Liabilities $0
Net Assets $10,262,614
Compensation
Key Employees and Officers Compensation Other
Owsley Brown Iii (Director/President/Secreta) $0 $0
Brooke Brown Barzun (Director) $0 $0
Augusta Brown Holland (Director) $0 $0
Christina Lee Brown (Director) $0 $0
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Document Links

990-PF
Filed on Aug. 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,413,474
Expenses
$3,197,031
Net Income
-$783,557
Net Assets
$10,251,848
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12
0.0%
Dividends $680,712
28.2%
Sales of Assets $1,732,750
71.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,139,934
98.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,251,848
Total Liabilities $0
Net Assets $10,251,848
Compensation
Key Employees and Officers Compensation Other
Owsley Brown Iii (Director/President/Secreta) $0 $0
Brooke Brown Barzun (Director) $0 $0
Augusta Brown Holland (Director) $0 $0
Christina Lee Brown (Director) $0 $0
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Document Links

990-PF
Filed on April 18, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,430,883
Expenses
$2,343,655
Net Income
-$912,772
Net Assets
$11,035,404
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $94
0.0%
Dividends $672,415
47.0%
Sales of Assets $758,374
53.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,309,160
98.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,035,405
Total Liabilities $1
Net Assets $11,035,404
Compensation
Key Employees and Officers Compensation Other
Owsley Brown Iii (Director/President/Secreta) $0 $0
Brooke Brown Barzun (Director) $0 $0
Augusta Brown Holland (Director) $0 $0
Christina Lee Brown (Director) $0 $0
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Document Links

990-PF
Filed on April 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,058,828
Expenses
$1,126,630
Net Income
$23,932,198
Net Assets
$11,948,176
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $24,374,965
97.3%
Interest Revenue $294
0.0%
Dividends $650,605
2.6%
Sales of Assets $32,964
0.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,103,322
97.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,948,177
Total Liabilities $1
Net Assets $11,948,176
Compensation
Key Employees and Officers Compensation Other
Owsley Brown Iii (Director/President/Secreta) $0 $0
Brooke Brown Barzun (Director) $0 $0
Augusta Brown Holland (Director) $0 $0
Christina Lee Brown (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,590,496
Expenses
$1,082,118
Net Income
$508,378
Net Assets
$10,936,921
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $826,690
52.0%
Interest Revenue $35
0.0%
Dividends $763,713
48.0%
Sales of Assets $58
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,052,877
97.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,936,921
Total Liabilities $0
Net Assets $10,936,921
Compensation
Key Employees and Officers Compensation Other
Owsley Brown Iii (Director/President/Secreta) $0 $0
Brooke Brown Barzun (Director) $0 $0
Augusta Brown Holland (Director) $0 $0
Christina Lee Brown (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on March 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$509,580
Expenses
$496,598
Net Income
$12,982
Net Assets
$10,428,543
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10
0.0%
Dividends $278,747
54.7%
Sales of Assets $230,823
45.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $483,693
97.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,428,543
Total Liabilities $0
Net Assets $10,428,543
Compensation
Key Employees and Officers Compensation Other
Owsley Brown Iii (Director/President/Secreta) $0 $0
Brooke Brown Barzun (Director) $0 $0
Augusta Brown Holland (Director) $0 $0
Christina Lee Brown (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 2, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$549,919
Expenses
$758,224
Net Income
-$208,305
Net Assets
$8,660,275
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $91,774
16.7%
Sales of Assets $238,978
43.5%
Other Income $219,166
39.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $736,838
97.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,660,275
Total Liabilities $0
Net Assets $8,660,275
Compensation
Key Employees and Officers Compensation Other
Owsley Brown Iii (Director/President/Secreta) $0 $0
Brooke Brown Barzun (Director) $0 $0
Augusta Brown Holland (Director) $0 $0
Christina Lee Brown (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on July 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$249,704
Expenses
$532,223
Net Income
-$282,519
Net Assets
$14,327,004
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $89,862
36.0%
Other Income $159,842
64.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $503,638
94.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $14,327,004
Total Liabilities $0
Net Assets $14,327,004

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,446,402
Expenses
$837,381
Net Income
$6,609,021
Net Assets
$11,519,347
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $0
Sales of Assets $0
Other Income $7,446,398
100.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $740,584
88.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,519,347
Total Liabilities $0
Net Assets $11,519,347

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$521,816
Expenses
$533,340
Net Income
-$11,524
Net Assets
$10,544,928
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,343
0.3%
Dividends $0
Sales of Assets $7,345
1.4%
Other Income $513,128
98.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $502,489
94.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,544,928
Total Liabilities $0
Net Assets $10,544,928

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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