The Brooke Brown Barzun Philanthropic
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.3M
-8.7% YoY
Annual Giving
$2.7M
-11.9% YoY
Grant Count
56
-12.5% YoY
Avg Grant Size
$47K
+0.7% YoY
Mission & Focus Areas
The foundation does not specify particular subject areas for its funding. However, its grantmaking reflects support across a broad range of areas including education, philanthropy, voluntarism, grantmaking, human services, arts, and creative endeavors. Recent grants have supported initiatives related to annual fund support, COVID-19 response efforts, newsroom expansion, and community development in Louisville's West End.
Grantmaking
The foundation maintains an active grantmaking program with significant annual distributions. In fiscal year 2024, the foundation made 62 grants totaling approximately $2.65 million. Typical grant awards range from $500 to $500,000.
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Geographic Focus
Where this funder awards grants
The foundation supports projects across a wide geographic area spanning North America, including major cities such as New York, San Francisco, and Seattle, as well as smaller communities. Primary funding activity appears concentrated in Kentucky, New York, and Pennsylvania, with particular emphasis on Louisville-based organizations and initiatives.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year 2024:
- Total Assets: $8,284,658
- Total Revenues: $1,306,294
- Total Expenses: $2,805,765
- Total Giving: $2,654,206
As of Fiscal Year 2023:
- Total Assets: $9,072,100
- Total Revenues: $2,295,998
- Total Expenses: $3,158,446
The foundation maintains zero liabilities and demonstrates consistent annual grantmaking activity exceeding annual revenues, indicating strategic use of accumulated assets for philanthropic purposes.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,284,658 | $9,072,100 | $9,934,548 |
| Revenue | $1,306,294 | $2,295,998 | $3,324,906 |
| Expenses | $2,805,765 | $3,158,446 | $3,310,515 |
| Qualifying Distributions | $2,760,745 | $3,114,688 | $3,276,771 |
| Net Investment Income | $1,292,599 | $2,281,486 | $1,647,620 |
| Distributable Amount | $2,035,087 | $2,753,471 | $3,110,665 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
246 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is managed by a board of directors serving without compensation:
- Brooke Brown Barzun
- Augusta Brown Holland
- Owsley Brown III
- Matthew Barzun
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| AUGUSTA BROWN HOLLAND | DIRECTOR | 0.5 | — |
| BROOKE BROWN BARZUN | DIRECTOR/PRESIDENT | 0.5 | — |
| OWSLEY BROWN III | DIRECTOR/SECRETARY | 0.5 | — |
| MATTHEW BARZUN | DIRECTOR/TREASURER | 0.5 | — |
Contact Information
Address: 427 W Muhammad Ali Blvd Ste 801, Louisville, KY 40202-2328
Phone: 502-805-7200
EIN: 27-4432411
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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