2025-07-31T09:18:57-05:00 2024-11-30 464686980 SUMMIT CPA 427 W MUHAMMAD ALI BLVD STE 800 LOUISVILLE KY 40202 990PF 2023-12-01 274432411 THE BROOKE BROWN BARZUN PHILANTHROPIC FOUNDATION INC BROO 5028057200 427 W MUHAMMAD ALI BLVD 801 LOUISVILLE KY 40202 BROOKE BROWN BARZUN DIRECTOR 5028057200 2025-07-29 1 0 WILLIAM EVERSOLE P00197408 5028057213 2025-07-29 2023 2025-03-06 01:10:19Z X 34193683 X X 24 24 761916 761916 544354 1100651 544354 1306294 1306294 0 0 0 14208 7104 7104 98250 6591 91659 31300 0 0 2761 0 2761 373 0 373 4667 0 4642 151559 13695 106539 2654206 2654206 2805765 13695 2760745 -1499471 1292599 197552 136326 136326 152205 13120 13120 8722343 8135212 34044237 9072100 8284658 34193683 0 0 X 0 0 0 0 9072100 8284658 9072100 8284658 9072100 8284658 9072100 -1499471 712029 8284658 0 8284658 PUBLICLY TRADED SECURITIES 1100651 556297 544354 544354 544354 17967 0 17967 0 17967 31826 0 0 0 31826 X 0 13859 13859 0 0 0 0 0 0 0 0 0 0 0 1 1 KY 1 0 0 0 1 1 N/A ZELKOVA STRATEGIC PARTNERS LLC 5028057200 427 W MUHAMMAD ALI BLVD SUITE 801 LOUISVILLE KY 40202 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AUGUSTA BROWN HOLLAND C/O ZELKOVA STRATEGIC PARTNERS LLC 427 W MUHAMMAD ALI BLVD SUITE 80 LOUISVILLE KY 40202 DIRECTOR 0.50 0 0 0 BROOKE BROWN BARZUN C/O ZELKOVA STRATEGIC PARTNERS LLC 427 W MUHAMMAD ALI BLVD SUITE 80 LOUISVILLE KY 40202 DIRECTOR/PRESIDENT 0.50 0 0 0 OWSLEY BROWN III C/O ZELKOVA STRATEGIC PARTNERS LLC 427 W MUHAMMAD ALI BLVD SUITE 80 LOUISVILLE KY 40202 DIRECTOR/SECRETARY 0.50 0 0 0 MATTHEW BARZUN C/O ZELKOVA STRATEGIC PARTNERS LLC 427 W MUHAMMAD ALI BLVD SUITE 80 LOUISVILLE KY 40202 DIRECTOR/TREASURER 0.50 0 0 0 NONE 0 BALANCED SOLUTIONS LLC 2833 WESTMINSTER CT LOUISVILLE KY 40206 CONSULTING 72000 0 0 41148262 538118 0 41686380 0 0 41686380 625296 41061084 2053054 2053054 17967 17967 2035087 0 2035087 0 2035087 2760745 0 2760745 2035087 2651343 0 0 2760745 2651343 0 0 109402 0 0 0 0 0 0 0 0 1925685 0 0 0 X ABACO STRONG 5604 JORDAN ROAD BETHESDA MD 20816 NONE PC GENERAL SUPPORT 10000 ACLU OF KENTUCKY FOUNDATION 325 W MAIN STREET SUITE 2210 LOUISVILLE KY 40202 NONE PC GENERAL SUPPORT 50000 ACTORS THEATRE OF LOUISVILLE 316 W MAIN STREET LOUISVILLE KY 40202 NONE PC GENERAL SUPPORT 50000 AMERICAN RED CROSS 510 E CHESTNUT STREET LOUISVILLE KY 40201 NONE PC GENERAL SUPPORT - KENTUCKY 10000 ASSOCIATION OF THE COTUIT MOSQUITO YACHT CLUB (ACMYC) PO BOX 1605 COTUIT MA 02635 NONE PC GENERAL SUPPORT 1000 BEYOND CELIAC PO BOX 544 AMBLER PA 19002 NONE PC GENERAL SUPPORT 5000 BIG BROTHERS BIG SISTERS OF KENTUCKIANA 1519 GARDINER LANE SUITE B LOUISVILLE KY 40218 NONE PC GENERAL SUPPORT 10000 BILLY FISKE FOUNDATION 1140 CONNECTICUT AVE NW WASHINGTON DC 20035 NONE PC RESTRICTED SUPPORT 5000 BRIDGE KIDS INTERNATIONAL 501 W KENWOOD DRIVE LOUISVILLE KY 40214 NONE PC GENERAL SUPPORT 25000 CENTER FOR WOMEN AND FAMILIES PO BOX 2048 LOUISVILLE KY 40201 NONE PC GENERAL SUPPORT 10000 CHARLESTON AREA MEDICAL CENTER FOUNDATION 3414 STAUNTON AVE SE CHARLESTON WV 25304 NONE PC GENERAL SUPPORT 5000 COMMUNITY FOUNDATION OF LOUISVILLE 325 W MAIN STREET SUITE 1110 LOUISVILLE KY 40202 NONE PC RESTRICTED SUPPORT - STOCK CONTRIBUTION (SEE ATTACHED INFORMATION) 208204 DUKE UNIVERSITY 300 W MORGAN STREET SUITE 1000 DURHAM NC 27701 NONE PC RESTRICTED SUPPORT 250000 EPISCOPAL CHURCH OF THE ADVENT 901 BAXTER AVENUE LOUISVILLE KY 40204 NONE PC GENERAL SUPPORT 5000 FAIRNESS EDUCATION FUND 2263 FRANKFORT AVE LOUISVILLE KY 40206 NONE PC RESTRICTED SUPPORT 5000 FILSON HISTORICAL SOCIETY 1310 S THIRD STREET LOUISVILLE KY 40208 NONE PC GENERAL SUPPORT 5000 FOUNDATION FOR APPALACHIAN KENTUCKY 420 MAIN STREET HAZARD KY 41701 NONE PC RESTRICTED SUPPORT 50000 FRIENDS OF THE ENVIRONMENT 301 W ATLANTIC AVENUE SUITE 0-5 DELRAY BEACH FL 33444 NONE PC GENERAL SUPPORT 15000 FUND FOR THE ARTS 623 W MAIN STREET LOUISVILLE KY 40202 NONE PC RESTRICTED SUPPORT 25000 FUND FOR THE ARTS 623 W MAIN STREET LOUISVILLE KY 40202 NONE PC GENERAL SUPPORT 25000 INTERNATIONAL COUNCIL OF THE MUSEUM OF MODERN ART 11 W 53RD STREET NEW YORK NY 10019 NONE PC GENERAL SUPPORT 2500 INTERNATIONAL COUNCIL OF THE MUSEUM OF MODERN ART 11 W 53RD STREET NEW YORK NY 10019 NONE PC GENERAL SUPPORT 12500 KENTUCKY AUTHOR FORUM PO BOX 5365 LOUISVILLE KY 40255 NONE PC GENERAL SUPPORT 16667 KENTUCKY CIVIC ENGAGEMENT TABLE 2430 PORTLAND AVENUE LOUISVILLE KY 40212 NONE PC RESTRICTED SUPPORT 75000 KENTUCKY COALITION PO BOX 1450 LONDON KY 40743 NONE PC GENERAL SUPPORT 20000 LOUISVILLE ACADEMY OF MUSIC 2740 FRANKFORT AVE LOUISVILLE KY 40206 NONE PC RESTRICTED SUPPORT 26500 LOUISVILLE BALLET 315 E MAIN STREET LOUISVILLE KY 40202 NONE PC GENERAL SUPPORT 50000 LOUISVILLE FREE PUBLIC LIBRARY FOUNDATION 301 YORK STREET LOUISVILLE KY 40203 NONE PC RESTRICTED SUPPORT 100000 LOUISVILLE OLMSTED PARKS 1299 TREVILIAN WAY LOUISVILLE KY 40213 NONE PC GENERAL SUPPORT 5000 LOUISVILLE ORCHESTRA 624 W MAIN STREET 400 LOUISVILLE KY 40202 NONE PC GENERAL SUPPORT 50000 LOUISVILLE PUBLIC MEDIA 619 S FOURTH STREET LOUISVILLE KY 40202 NONE PC RESTRICTED SUPPORT 50000 LOUISVILLE STORY PROGRAM 859 LIBRARY LANE LOUISVILLE KY 40203 NONE PC GENERAL SUPPORT 10000 LOUISVILLE URBAN LEAGUE 1535 WEST BROADWAY LOUISVILLE KY 40203 NONE PC RESTRICTED SUPPORT 57723 METRO UNITED WAY 334 EAST BROADWAY LOUISVILLE KY 40202 NONE PC GENERAL SUPPORT - STOCK CONTRIBUTION (SEE ATTACHED INFORMATION) 100722 MYRIAD USA 551 FIFTH AVENUE SUITE 2400 NEW YORK NY 10176 NONE PC RESTRICTED SUPPORT 25000 NATIONAL CONSTITUTION CENTER 525 ARCH STREET PHILADELPHIA PA 19106 NONE PC GENERAL SUPPORT 25000 NATIONAL PUBLIC RADIO PO BOX 791490 BALTIMORE MD 21279 NONE PC GENERAL SUPPORT 15000 NORTON HEALTHCARE FOUNDATION 4965 US HIGHWAY 42 SUITE 1000 LOUISVILLE KY 40222 NONE PC RESTRICTED SUPPORT 5000 PARKS ALLIANCE OF LOUISVILLE PO BOX 5755 LOUISVILLE KY 40255 NONE PC RESTRICTED SUPPORT 6250 PARKS ALLIANCE OF LOUISVILLE PO BOX 5755 LOUISVILLE KY 40255 NONE PC RESTRICTED SUPPORT - STOCK CONTRIBUTION (SEE ATTACHED INFORMATION) 333453 PERC INC 1020 ITZEHOE AVENUE NW PALM BAY FL 32907 NONE PC RESTRICTED SUPPORT 5000 PLANNED PARENTHOOD PO BOX 3641 SEATTLE WA 98124 NONE PC GENERAL SUPPORT - STOCK CONTRIBUTION (SEE ATTACHED INFORMATION) 100484 REBOUND INC 1628 W MARKET STREET LOUISVILLE KY 40203 NONE PC GENERAL SUPPORT 100000 SARABANDE BOOKS 735 LAMPTON STREET SUITE 201 LOUISVILLE KY 40203 NONE PC GENERAL SUPPORT 1000 SHOWING UP FOR RACIAL JUSTICE EDUCATION FUND PO BOX 1053 BUFFALO NY 14205 NONE PC GENERAL SUPPORT - KENTUCKY 50000 SOWING SEEDS OF FAITH PO BOX 16753 LOUISVILLE KY 40256 NONE PC GENERAL SUPPORT 100000 SPEED ART MUSEUM 2035 S THIRD STREET LOUISVILLE KY 40208 NONE PC RESTRICTED SUPPORT 8000 SPEED ART MUSEUM 2035 S THIRD STREET LOUISVILLE KY 40208 NONE PC RESTRICTED SUPPORT 28125 SPEED ART MUSEUM 2035 S THIRD STREET LOUISVILLE KY 40208 NONE PC RESTRICTED SUPPORT 250000 SPEED ART MUSEUM 2035 S THIRD STREET LOUISVILLE KY 40208 NONE PC RESTRICTED SUPPORT 144078 SPEED ART MUSEUM 2035 S THIRD STREET LOUISVILLE KY 40208 NONE PC RESTRICTED SUPPORT 25000 SPEED ART MUSEUM 2035 S THIRD STREET LOUISVILLE KY 40208 NONE PC GENERAL SUPPORT 50000 THE PHILANTHROPY WORKSHOP 110 EAST 25TH STREET NEW YORK NY 10010 NONE PC GENERAL SUPPORT 12000 UNIVERSITY OF VIRGINIA PO BOX 37963 BOONE IA 50037 NONE PC RESTRICTED SUPPORT 10000 WATERFRONT PARK 129 W RIVER ROAD LOUISVILLE KY 40202 NONE PC GENERAL SUPPORT 10000 WOODWELL CLIMATE RESEARCH CENTER 149 WOODS HOLE ROAD FALMOUTH MA 02540 NONE PC GENERAL SUPPORT 5000 2654206 0 14 24 14 761916 18 544354 0 1306294 0 1306294 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION AND ACCOUNTING FEES 14208 7104 7104 STOCK CONTRIBUTIONS MEASURED BY FAIR MARKET VALUE FORM 990-PF, PART XIV SUPPLEMENTARY INFORMATION CONTRIBUTIONS PAID STOCK CONTRIBUTIONS MEASURED BY FAIR MARKET VALUE:RECIPIENT: COMMUNITY FOUNDATION OF LOUISVILLEDESCRIPTION OF CONTRIBUTED PROPERTY: 4,540 SHARES OF BROWN-FORMAN CL B STOCKBOOK VALUE OF CONTRIBUTED PROPERTY: $6,440 METHOD USED TO DETERMINE BOOK VALUE: TAX COST BASISFAIR MARKET VALUE OF CONTRIBUTED PROPERTY: $208,204 METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE HIGH/LOW STOCK PRICEDATE OF THE GIFT: 9/10/2024RECIPIENT: METRO UNITED WAYDESCRIPTION OF CONTRIBUTED PROPERTY: 2,116 SHARES OF BROWN-FORMAN CL B STOCKBOOK VALUE OF CONTRIBUTED PROPERTY: $4,589 METHOD USED TO DETERMINE BOOK VALUE: TAX COST BASISFAIR MARKET VALUE OF CONTRIBUTED PROPERTY: $100,722 METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE HIGH/LOW STOCK PRICEDATE OF THE GIFT: 10/3/2024 RECIPIENT: PARKS ALLIANCE OF LOUISVILLEDESCRIPTION OF CONTRIBUTED PROPERTY: 7,094 SHARES OF BROWN-FORMAN CL B STOCKBOOK VALUE OF CONTRIBUTED PROPERTY: $15,494 METHOD USED TO DETERMINE BOOK VALUE: TAX COST BASISFAIR MARKET VALUE OF CONTRIBUTED PROPERTY: $333,453 METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE HIGH/LOW STOCK PRICEDATE OF THE GIFT: 10/10/2024 RECIPIENT: PLANNED PARENTHOODDESCRIPTION OF CONTRIBUTED PROPERTY: 2,115 SHARES OF BROWN-FORMAN CL B STOCKBOOK VALUE OF CONTRIBUTED PROPERTY: $4,311 METHOD USED TO DETERMINE BOOK VALUE: TAX COST BASISFAIR MARKET VALUE OF CONTRIBUTED PROPERTY: $100,484 METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE HIGH/LOW STOCK PRICEDATE OF THE GIFT: 10/4/2024 BROWN-FORMAN CORP CL A (BFA) 4627 214989 BROWN-FORMAN CORP CL B (BFB) 8130585 33829248 FILING FEES 25 0 0 LICENSES - SOFTWARE 4642 0 4642 FAIR MARKET VALUE-BOOK VALUE DIFFERENCES FOR STOCKS DONATED 712029 OTHER PROFESSIONAL FEES 24574 4915 19659 CONSULTING FEES 72000 0 72000 INVESTMENT MANAGEMENT FEES 1676 1676 0 CURRENT YEAR ESTIMATED EXCISE TAX PAYMENTS 31300 0 0