BROWN-FORMAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BROWN-FORMAN FOUNDATION (EIN 82-4595018)
- Tax period
- 2025-05-01 to 2026-04-30
- Filed
- 2026-08-26
- IRS object ID
- 202612389349100311
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-26T11:33:31+00:00 | ReturnTs |
| Tax Period End | 2026-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 415375658 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 OLYMPIA PARK PLAZA SUITE 4000 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402412098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 824595018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN-FORMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROW | BusinessNameControlTxt |
| Phone | 5027745918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 DIXIE HIGHWAY | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE PERRAM | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2026-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL SPURLOCK | PreparerPersonNm |
| PTIN | P00520729 | PTIN |
| Phone | 5023263996 | PhoneNum |
| Preparation | 2026-08-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $111,055,151 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $120,879 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $120,879 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,860,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,860,530 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,320,941 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,585,952 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,320,941 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,302,350 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,302,350 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,120 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,120 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $58,405 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,784 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $40,621 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $155,593 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $155,593 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $557,970 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $36,214 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,129 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,085 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $809,302 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $189,506 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,826 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,348,598 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,805,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,157,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $189,506 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,866,826 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,144,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,112,844 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,005 | CashBOYAmt |
| Cash EOY | $79,254 | CashEOYAmt |
| Cash EOYFMV | $79,254 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,004,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $479,790 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $479,790 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,420 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,724 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,724 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $62,788,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $79,165,875 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $79,165,875 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $32,243,687 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $31,328,508 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,328,508 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $100,091,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,055,151 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $111,055,151 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,744 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,875 | AccountsPayableEOYAmt |
| Grants Payable BOY | $34,730,152 | GrantsPayableBOYAmt |
| Grants Payable EOY | $29,273,750 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $467,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $34,741,896 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,748,625 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $65,349,433 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $81,306,526 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,349,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,306,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $100,091,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $111,055,151 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,349,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,144,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,812,643 | OtherIncreasesAmt |
| Subtotal | $81,306,526 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,306,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $17,585,952 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,265,011 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,320,941 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $3,320,941 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,320,941 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84,969 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84,969 | SubtotalAmt |
| Tax Based On Investment Income | $84,969 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $93,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $93,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,031 | OverpaymentAmt |
| Applied To ES Tax | $8,031 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BROWNFORMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JILL HORN | IndividualWithBooksNm |
| Phone | 5027745918 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 DIXIE HIGHWAY | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JILL HORN | ||||||||
| 850 DIXIE HIGHWAY | LOUISVILLE | KY | 40210 | EXECUTIVE DIRECTOR | 15.00 | $0 | $0 | $0 |
| LAWSON WHITING | ||||||||
| 850 DIXIE HIGHWAY | LOUISVILLE | KY | 40210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CRYSTAL PETERSON | ||||||||
| 850 DIXIE HIGHWAY | LOUISVILLE | KY | 40210 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SUE PERRAM | ||||||||
| 850 DIXIE HIGHWAY | LOUISVILLE | KY | 40210 | TREASURER | 2.50 | $0 | $0 | $0 |
| GARVIN DETERS | ||||||||
| 850 DIXIE HIGHWAY | LOUISVILLE | KY | 40210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRANT ADAMS | ||||||||
| 850 DIXIE HIGHWAY | LOUISVILLE | KY | 40210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIELLE GRAHAM | ||||||||
| 850 DIXIE HIGHWAY | LOUISVILLE | KY | 40210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STACI RAWLS | ||||||||
| 850 DIXIE HIGHWAY | LOUISVILLE | KY | 40210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $106,457,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,536,710 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $106,536,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,598,051 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $104,938,659 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,246,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,246,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,969 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84,969 | TotalTaxAmt |
| Distributable Before Adj | $5,161,964 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,161,964 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,161,964 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,866,826 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $9,866,826 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,161,964 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,705,986 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,300,942 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,969,595 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,525,948 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,502,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,866,826 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,161,964 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,704,862 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,207,333 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,705,986 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,501,347 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $3,300,942 | ExcessFromYear3Amt |
| Excess From Year2 | $5,969,595 | ExcessFromYear2Amt |
| Excess From Year1 | $2,525,948 | ExcessFromYear1Amt |
| Excess From Current Year | $4,704,862 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JILL HORN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 DIXIE HIGHWAY | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5027745918 | RecipientPhoneNum |
| Recipient Email Address | JILL_HORN@B-F.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION HAS A FORMAL ONLINE GRANT APPLICATION FOR PROPOSALS AND FOLLOW-UP GRANT REPORT. THE ONLINE GRANT APPLICATION MAY BE ACCESSED AT: HTTPS://WWW.BROWNFORMANFOUNDATION.ORG/GRANT-CRITERIA/. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES FOR MAY 1, 2025 THROUGH APRIL 30, 2026 ARE MAY 1, AUG. 1, NOV. 1, FEB. 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION WILL PROVIDE DISTRIBUTIONS AND MAY PROVIDE SUPPORT TO OTHER ORGANIZATIONS FOR CHARITABLE, LITERARY, SCIENTIFIC, AND EDUCATIONAL PURPOSES. THE FOUNDATION ALONG WITH FUNDING FROM THE BROWN-FORMAN CORPORATION ENRICHES THE EXPERIENCE OF LIFE IN COMMUNITIES WHERE BROWN-FORMAN CORPORATION OPERATES AND ITS EMPLOYEES ARE LOCATED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTORS THEATRE OF LOUISVILLE | |||||||
| 316 W MAIN ST | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $175,000 |
| ADELANTE HISPANIC ACHIEVERS | |||||||
| 4801 SOUTHSIDE DR | LOUISVILLE | KY | 40214 | NONE | PC | GENERAL PROGRAM SUPPORT | $80,000 |
| AFRICAN AMERICAN HERITAGE FOUNDATION | |||||||
| 1701 W MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL PROGRAM SUPPORT | $125,000 |
| ACADEMY OF MUSIC PRODUCTION EDUCATION AND DEVELOPMENT | |||||||
| 4425 GREENWOOD AVE | LOUISVILLE | KY | 40211 | NONE | PC | GENERAL PROGRAM SUPPORT | $500,000 |
| BIG BROTHERS BIG SISTERS OF KENTUCKIANA | |||||||
| 1519 GARDINER LANE | LOUISVILLE | KY | 40218 | NONE | PC | GENERAL PROGRAM SUPPORT | $100,000 |
| BLESSINGS IN A BACKPACK INC | |||||||
| PO BOX 950291 | LOUISVILLE | KY | 40295 | NONE | PC | GENERAL PROGRAM SUPPORT | $40,000 |
| BOYS & GIRLS CLUBS | |||||||
| 3900 CRITTENDEN DR | LOUISVILLE | KY | 40209 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| BRIGHTSIDE FOUNDATION | |||||||
| P O BOX 70362 SUITE 200 | LOUISVILLE | KY | 40270 | NONE | PC | GENERAL PROGRAM SUPPORT | $30,000 |
| CABBAGE PATCH SETTLEMENT HOUSE | |||||||
| 1413 S SIXTH ST | LOUISVILLE | KY | 40208 | NONE | PC | GENERAL PROGRAM SUPPORT | $80,000 |
| CENTER FOR WOMEN AND FAMILIES INC | |||||||
| 927 S 2ND STREET | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL PROGRAM SUPPORT | $70,000 |
| DARE TO CARE FOOD BANK | |||||||
| PO BOX 35458 5803 FERN VALLEY ROAD | LOUISVILLE | KY | 40232 | NONE | PC | GENERAL PROGRAM SUPPORT | $75,000 |
| ELDERSERVE | |||||||
| 215 W BRECKINRIDGE STREET | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL PROGRAM SUPPORT | $100,000 |
| FAMILY & CHILDREN'S PLACE | |||||||
| 525 ZANE STREET | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL PROGRAM SUPPORT | $65,000 |
| FAMILY SCHOLAR HOUSE | |||||||
| 403 REG SMITH CIR | LOUISVILLE | KY | 40208 | NONE | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| FRAZIER MUSEUM FOUNDATION | |||||||
| 829 W MAIN ST | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $75,000 |
| FUND FOR THE ARTS | |||||||
| 623 WEST MAIN STREET | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $125,000 |
| GILDAS CLUB KENTUCKIANA | |||||||
| 633 BAXTER AVENUE | LOUISVILLE | KY | 40204 | NONE | PC | GENERAL PROGRAM SUPPORT | $60,000 |
| GOODWILL INDUSTRIES OF KENTUCKY INC | |||||||
| 1325 SOUTH FOURTH STREET | LOUISVILLE | KY | 40208 | NONE | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| HABITAT FOR HUMANITY | |||||||
| 1620 BANK STREET | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| HOSPARUS INC | |||||||
| 3532 EPHRAIM MCDOWELL DRIVE | LOUISVILLE | KY | 40205 | NONE | PC | GENERAL PROGRAM SUPPORT | $30,000 |
| ISAAC W BERNHEIM FOUNDATION | |||||||
| 2499 CLERMONT ROAD HWY 245 | CLERMONT | KY | 40165 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| JEFFERSON COUNTY PUBLIC EDUCATION FOUNDATION INC | |||||||
| PO BOX 35368 | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $30,000 |
| JEFFERSON COMMUNITY AND TECHNICAL COLLEGE | |||||||
| 109 E BROADWAY | LOUISVILLE | KY | 40202 | NONE | GOV | GENERAL PROGRAM SUPPORT | $120,000 |
| LOUISVILLE BALLET (KENTUCKY DANCE COUNCIL | |||||||
| 315 EAST MAIN STREET | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $400,000 |
| KENTUCKY OPERA ASSOCIATION | |||||||
| 323 WEST BROADWAY SUITE 601 | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $150,000 |
| THE KENTUCKY CENTER FOR THE PERFORMING ARTS | |||||||
| 501 W MAIN ST | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $125,000 |
| KENTUCKY SHAKESPEARE FESTIVAL | |||||||
| 616 MYRTLE ST | LOUISVILLE | KY | 40208 | NONE | PC | GENERAL PROGRAM SUPPORT | $30,000 |
| LINCOLN FOUNDATION | |||||||
| 4322 BISHOP LN | LOUISVILLE | KY | 40218 | NONE | PC | GENERAL PROGRAM SUPPORT | $85,000 |
| LOUISVILLE CENTRAL COMMUNITY CENTERS INC | |||||||
| 1300 WEST MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000,000 |
| LOUISVILLE OLMSTED PARKS | |||||||
| 1299 TREVILIAN WAY | LOUISVILLE | KY | 40213 | NONE | PC | GENERAL PROGRAM SUPPORT | $40,000 |
| LOUISVILLE ORCHESTRA | |||||||
| 620 W MAIN STREET SUITE 600 | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $500,000 |
| LOUISVILLE URBAN LEAGUE | |||||||
| 1535 W BROADWAY | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL PROGRAM SUPPORT | $500,000 |
| LOUISVILLE ZOO FOUNDATION | |||||||
| 1100 TREVILIAN | LOUISVILLE | KY | 40213 | NONE | PC | GENERAL PROGRAM SUPPORT | $145,000 |
| MARYHURST | |||||||
| 1015 DORSEY LANE | LOUISVILLE | KY | 40223 | NONE | PC | GENERAL PROGRAM SUPPORT | $65,000 |
| METRO UNITED WAY | |||||||
| 334 EAST BROADWAY PO BOX 4488 | LOUISVILLE | KY | 40204 | NONE | PC | GENERAL PROGRAM SUPPORT | $200,000 |
| MUHAMMAD ALI CENTER | |||||||
| 144 NORTH SIXTH STREET | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $100,000 |
| NATIVITY ACADEMY AT ST BONIFACE | |||||||
| 529 E LIBERTY ST | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $40,000 |
| NEIGHBORHOOD HOUSE | |||||||
| 201 N 25TH STREET | LOUISVILLE | KY | 40212 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| PARKS ALLIANCE OF LOUISVILLE | |||||||
| 717 S 24TH ST | LOUISVILLE | KY | 40211 | NONE | PC | GENERAL PROGRAM SUPPORT | $40,000 |
| PLAY COUSINS COLLECTIVE | |||||||
| 1701 W MARKET ST STE 200 | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL PROGRAM SUPPORT | $30,000 |
| SIMMONS COLLEGE OF KENTUCKY | |||||||
| 1018 S 7TH ST | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000,000 |
| SOWING SEEDS WITH FAITH | |||||||
| PO BOX 16753 | LOUISVILLE | KY | 40256 | NONE | PC | GENERAL PROGRAM SUPPORT | $100,000 |
| SPALDING UNIVERSITY | |||||||
| 851 S 4TH ST | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| SPEED ART MUSEUM | |||||||
| 2035 SOUTH THIRD STREET | LOUISVILLE | KY | 40208 | NONE | PC | GENERAL PROGRAM SUPPORT | $150,000 |
| ST GEORGES SCHOLAR INSTITUTE | |||||||
| 1600 W ST CATHERINE STREET | LOUISVILLE | KY | 40210 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| STAGEONE FAMILY THEATRE | |||||||
| 315 W MARKET STREET SUITE 2S | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $30,000 |
| THE FILSON HISTORICAL SOCIETY | |||||||
| 1310 S THIRD ST | LOUISVILLE | KY | 40208 | NONE | PC | GENERAL PROGRAM SUPPORT | $150,000 |
| THE MORTON CENTER | |||||||
| 1028 BARRET AVE | LOUISVILLE | KY | 40204 | NONE | PC | GENERAL PROGRAM SUPPORT | $150,000 |
| THE PARKLANDS OF FLOYDS FORK | |||||||
| 1357 BARDSTOWN RD | LOUISVILLE | KY | 40204 | NONE | PC | GENERAL PROGRAM SUPPORT | $50,000 |
| THRIVE BY 5 LOUISVILLE | |||||||
| 4910 BROWNSBORO RD 230 | LOUISVILLE | KY | 40222 | NONE | PC | GENERAL PROGRAM SUPPORT | $25,000 |
| UNIVERSITY OF KENTUCKY | |||||||
| 109 KINKEAD HALL | LEXINGTON | KY | 40506 | NONE | GOV | GENERAL PROGRAM SUPPORT | $120,000 |
| UNIVERSITY OF LOUISVILLE FOUNDATION | |||||||
| 2005 S FIRST STREET | LOUISVILLE | KY | 40208 | NONE | PC | GENERAL PROGRAM SUPPORT | $235,000 |
| VOLUNTEERS OF AMERICA MID-STATES | |||||||
| 570 SOUTH 4TH STREET SUITE 100 | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $65,000 |
| WEST END BOYS SCHOOL | |||||||
| 3628 VIRGINIA AVE | LOUISVILLE | KY | 40211 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000,000 |
| WEST END GIRLS SCHOOL | |||||||
| 570 SOUTH 4TH STREET SUITE 100 | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000,000 |
| YMCA OF GREATER LOUISVILLE | |||||||
| 545 S 2ND ST | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,805,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF MUSIC PRODUCTION EDUCATION AND DEVELOPMENT | |||||||
| 4425 GREENWOOD AVE | LOUISVILLE | KY | 40211 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000,000 |
| ACTORS THEATRE OF LOUISVILLE | |||||||
| 316 W MAIN ST | LOUISVILLE | KY | 40202 | NONE | PC | GENERAL PROGRAM SUPPORT | $275,000 |
| LOUISVILLE CENTRAL COMMUNITY CENTER | |||||||
| 1300 WEST MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL PROGRAM SUPPORT | $6,000,000 |
| LOUISVILLE URBAN LEAGUE | |||||||
| 1535 W BROADWAY | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000,000 |
| SIMMONS COLLEGE OF KENTUCKY | |||||||
| 1018 S 7TH ST | LOUISVILLE | KY | 40203 | NONE | PC | GENERAL PROGRAM SUPPORT | $6,000,000 |
| UNIVERSITY OF LOUISVILLE FOUNDATION | |||||||
| 215 CENTRAL AVE UNIT 212 | LOUISVILLE | KY | 40208 | NONE | PC | GENERAL PROGRAM SUPPORT | $450,000 |
| WEST END SCHOOL | |||||||
| 3628 VIRGINIA AVE | LOUISVILLE | KY | 40211 | NONE | PC | GENERAL PROGRAM SUPPORT | $12,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,725,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,879 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,860,530 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,320,941 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,302,350 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,302,350 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | Yes (true) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(6) | LineNumberTxt |
| Involved | $10,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCIL ON FOUNDATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | ANNUAL MEMBERSHIP DUES | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $58,405 | Amt |
| Net Investment Income | $17,784 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,621 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $31,328,508 | EOYBookValueAmt |
| EOYFMV | $31,328,508 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $79,165,875 | EOYBookValueAmt |
| EOYFMV | $79,165,875 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,120 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,120 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $15,115 | $15,115 | |
| INSURANCE | $4,319 | $4,319 | |
| MISC. | $651 | $651 | |
| ACCRUED LOSS | $16,129 | $16,129 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $14,812,643 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $467,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $155,593 | Amt |
| Net Investment Income | $155,593 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAXES | $90,970 |
| DEFERRED EXCISE TAXES | $467,000 |
Comments