Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
W L LYONS BROWN JR CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO WYATT 500 W JEFFERSON 2800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOUISVILLE, KY40202
A Employer identification number

61-1233038
B Telephone number (see instructions)

(502) 589-5235
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$77,237,462J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,370,649 1,370,649  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,702,905
b Gross sales price for all assets on line 6a 13,282,169
7 Capital gain net income (from Part IV, line 2)... 2,695,859
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,464 29,143  
12 Total. Add lines 1 through 11........ 4,094,018 4,095,651  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,000 7,333   3,667
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
77,237 51,492   25,746
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
70,708 1,767   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
115,268 112,881   160
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 274,213 173,473   29,573
25 Contributions, gifts, grants paid....... 4,806,524 4,806,524
26 Total expenses and disbursements. Add lines 24 and 25 5,080,737 173,473   4,836,097
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -986,719
b Net investment income (if negative, enter -0-) 3,922,178
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,350,586 783,518 783,518
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,931,118 Click to see attachment
List of Attached Documents:
// Content
4,007,562 		3,923,971
b Investments—corporate stock (attach schedule)....... 26,364,812 Click to see attachment
List of Attached Documents:
// Content
25,668,876 		65,732,255
c Investments—corporate bonds (attach schedule)....... 2,329,517 Click to see attachment
List of Attached Documents:
// Content
2,251,949 		2,234,446
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,733,004 Click to see attachment
List of Attached Documents:
// Content
3,008,037 		4,563,272
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 36,709,037 35,719,942 77,237,462
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 17,436,206 16,449,487
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 19,272,831 19,270,455
29 Total net assets or fund balances (see instructions)..... 36,709,037 35,719,942
30 Total liabilities and net assets/fund balances (see instructions). 36,709,037 35,719,942
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
36,709,037
2
Enter amount from Part I, line 27a .....................
2
-986,719
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
35,722,318
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,376
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
35,719,942
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES-8G2380 P    
b PUBLICLY TRADED SECURITIES-8G2380 P    
c PUBLICLY TRADED SECURITIES-8M7858 P    
d PUBLICLY TRADED SECURITIES-8M7858 P    
e PUBLICLY TRADED SECURITIES - 8M4353 P    
PUBLICLY TRADED SECURITIES - 8M4353 P    
PUBLICLY TRADED SECURITIES - NN1398 P    
PARTNERSHIP ST GAINS P    
PARTNERSHIP LT GAINS P    
PARTNERSHIP 1202 GAINS P    
PARTNERSHIP 1231 GAINS P    
Capital Gains Dividends P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 442,489   446,758 -4,269
b 3,698,975   2,712,470 986,505
c 26,617   30,385 -3,768
d 650,993   431,340 219,653
e 3,362,508   3,332,627 29,881
3,246,532   3,293,389 -46,857
1,002,872   332,295 670,577
11,085     11,085
149,838   4,412 145,426
2,634   2,634 0
12,048     12,048
675,578     675,578
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -4,269
b       986,505
c       -3,768
d       219,653
e       29,881
      -46,857
      670,577
      11,085
      145,426
      0
      12,048
      675,578
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,695,859
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 54,518
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 54,518
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 54,518
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 58,065
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 98,065
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 43,547
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow43,547 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowKY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBESSEMER TRUST Telephone no.right arrow (516) 508-9623

Located atright arrow1271 AVENUE OF THE AMERICAS 42ND FLNEW YORKNY ZIP+4right arrow10020
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ALICE CARY BROWN PRESIDENT/DIRECTOR
5.00 		0 0 0
500 WEST JEFFERSON STSTE 2800
LOUISVILLE,KY40202
STUART R BROWN SECRETARY/TREASURER
5.00 		0 0 0
500 WEST JEFFERSON STSTE 2800
LOUISVILLE,KY40202
WL LYONS BROWN III DIRECTOR
5.00 		0 0 0
500 WEST JEFFERSON STSTE 2800
LOUISVILLE,KY40202
A CARY BROWN EPSTEIN DIRECTOR
5.00 		0 0 0
500 WEST JEFFERSON STSTE 2800
LOUISVILLE,KY40202
WL LYONS BROWN JRDEC'D 692024 DIRECTOR
5.00 		0 0 0
500 WEST JEFFERSON STSTE 2800
LOUISVILLE,KY40202
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
85,939,702
b
Average of monthly cash balances.......................
1b
557,735
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
86,497,437
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
86,497,437
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,297,462
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
85,199,975
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,259,999
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,259,999
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
54,518
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
484
c
Add lines 2a and 2b............................
2c
55,002
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,204,997
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,204,997
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,204,997
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
4,836,097
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,836,097
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 4,204,997
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 186,208
d From 2022...... 57,062
e From 2023......  
f Total of lines 3a through e ........ 243,270
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,836,097
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 4,204,997
e Remaining amount distributed out of corpus 631,100
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 874,370
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		874,370
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 186,208
c Excess from 2022.... 57,062
d Excess from 2023....  
e Excess from 2024.... 631,100
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

1 FOR THE PLANET

50 LAKESIDE AVE
BURLINGTON,VT05401 		N/A PUBLIC GENERAL EXEMPT PURPOSE 33,333

564 PARK AVENUE PRESERVATION FOUNDATION

564 PARK AVE
NEW YORK,NY10065 		N/A PUBLIC GENERAL EXEMPT PURPOSE 50,000

AMERICAN AUSTRIAN FOUNDATION

150 E 42ND STREET 42ND FLOOR
NEW YORK,NY10017 		N/A PUBLIC GENERAL EXEMPT PURPOSE 1,300

AMERICAN FARMLAND TRUST

1150 Connecticut Ave NW
WASHINGTON,DC20036 		N/A PubLIC GENERAL EXEMPT PURPOSE 50,000

BENCHETLER FASANI FD

PO BOX 8706
MAMMOTH LAKES,CA93546 		N/A PUBLIC GENERAL EXEMPT PURPOSE 125,000

BERKSHIRE SCHOOL

245 N UNDERMOUNTAIN ROAD
SHEFFIELD,MA01257 		N/A PUBLIC GENERAL EXEMPT PURPOSE 3,000

CARY INSTITUTE OF ECOSYSTEM STUDIES

2801 SHARON TURNPIKE
MILLBROOK,NY12545 		N/A PUBLIC GENERAL EXEMPT PURPOSE 100,000

CENTRAL PARK CONSERVANCY

14 E 60TH ST FLOOR 8
NEW YORK,NY10022 		N/A PUBLIC GENERAL EXEMPT PURPOSE 1,000

COASTAL CONSERVATION LEAGUE

131 SPRING STREET
CHARLESTON,SC29403 		N/A PUBLIC GENERAL EXEMPT PURPOSE 30,000

COMMUNITY FOUNDATION OF LOUISVILLE

325 WEST MAIN STREET SUITE 1110
LOUISVILLE,KY40202 		N/A PUBLIC GENERAL EXEMPT PURPOSE 40,000

COOMBS OUTDOORS

PO BOX 7665
JACKSON,WY83002 		N/A PUBLIC GENERAL EXEMPT PURPOSE 50,000

DZI FOUNDATION

565 SHERMAN ST 7
RIDGWAY,CO81432 		N/A PUBLIC GENERAL EXEMPT PURPOSE 22,500

EO WILSON BIODIVERSITY

300 BLACKWELL ST STE 102
DURHAM,NC27701 		N/A PUBLIC GENERAL EXEMPT PURPOSE 25,000

EARTH SCHOOL EDUCATIONAL FOUNDATION

555 N CENTRAL AVE SUITE 402P
PHOENIX,AZ85004 		N/A PUBLIC GENERAL EXEMPT PURPOSE 208,000

FILSON HISTORICAL SOCIETY

1310 S THIRD ST
LOUISVILLE,KY40208 		N/A PUBLIC GENERAL EXEMPT PURPOSE 50,000

FIRST RESPONDER PEACE AND REFUGE FOUNDATION

16891 LIMELIGHT CIR UNIT B
HUNTINGTON BEACH,CA92647 		N/A PUBLIC GENERAL EXEMPT PURPOSE 20,000

FLORIDA COALITION FOR PRESERVATION

235 NE 6TH AVENUE
DELRAY BEACH,FL33483 		N/A PUBLIC GENERAL EXEMPT PURPOSE 5,000

FOCUSED ULTRASOUND FOUNDATION

1230 CEDARS COURT SUITE 206
CHARLOTTESVILLE,VA22903 		N/A PUBLIC GENERAL EXEMPT PURPOSE 10,000

FRICK COLLECTION

1 E 70TH STREET
NEW YORK,NY10021 		N/A PUBLIC GENERAL EXEMPT PURPOSE 98,400

FUND FOR PARK AVENUE

445 PARK AVENUE
NEW YORK,NY10022 		N/A PUBLIC GENERAL EXEMPT PURPOSE 1,000

GRAND TETON NATIONAL PARK FOUNDATION

PO BOX 249
MOOSE,WY83012 		N/A PUBLIC GENERAL EXEMPT PURPOSE 100,000

HARMONY FOUNDATION

1600 FISH HATCHERY ROAD
ESTES PARK,CO80517 		N/A PUBLIC GENERAL EXEMPT PURPOSE 37,500

HENRY L FERGUSON MUSEUM

PO BOX 554
FISHERS ISLAND,NY06390 		N/A PUBLIC GENERAL EXEMPT PURPOSE 10,000

HOLE FOOD RESCUE

650 W ELK AVE UNIT 2-4
JACKSON,WY83001 		N/A PUBLIC GENERAL EXEMPT PURPOSE 25,000

INTERATIONAL CRANE FOUNDATION

E 11376 SHADY LN RD
BARABOO,WI53913 		N/A PUBLIC GENERAL EXEMPT PURPOSE 25,000

JEFFERSON SCHOLARS FOUNDATION

112 Clarke Ct
CharlOTTESVILLE,VA22903 		N/A PUBLIC GENERAL EXEMPT PURPOSE 5,626

LIGHTHOUSE WORKS INC

1070 MOUNTAUK AVE 385
FISHERS ISLAND,NY06390 		N/A PUBLIC GENERAL EXEMPT PURPOSE 10,000

MENTAL HEALTH AND RECOVERY SERVICES

PO BOX 352
COPPEROPOLIS,CA95228 		N/A PUBLIC GENERAL EXEMPT PURPOSE 10,000

METROPOLITAN MUSEUM OF ART

1000 FIFTH AVENUE
NEW YORK,NY10028 		N/A PUBLIC GENERAL EXEMPT PURPOSE 1,466,836

NATIONAL AUDUBON SOCIETY

225 Varick St
NEW YORK,NY10014 		N/A PUBLIC GENERAL EXEMPT PURPOSE 100,000

NATURE CONSERVANCY IN COLORADO

3350 TURKEY CANYON ROAD
COLORADO SPRINGS,CO80926 		N/A PUBLIC GENERAL EXEMPT PURPOSE 40,000

NATURE CONSERVANCY IN SOUTH CAROLINA

4245 N FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		N/A PUBLIC GENERAL EXEMPT PURPOSE 1,000

NESS

8512 WHITWORTH DR
LOS ANGELES,CA90035 		N/A PUBLIC GENERAL EXEMPT PURPOSE 20,000

NEUE GALERIE NEW YORK

1048 FIFTH AVENUE
NEW YORK,NY10028 		N/A PUBLIC GENERAL EXEMPT PURPOSE 790

NEW ART PUBLICATIONS INC

80 HANSON PLACE SUITE 703
BROOKLYN,NY11217 		N/A PUBLIC GENERAL EXEMPT PURPOSE 70,000

NEW YORK LANDMARKS CONVERVANCY INC

1 WHITEHALL ST FL 21
NEW YORK,NY10004 		N/A PUBLIC GENERAL EXEMPT PURPOSE 1,000

NORTON MUSEUM OF ART INC

1450 S DIXIE HWY
WEST PALM BEACH,FL33401 		N/A PUBLIC GENERAL EXEMPT PURPOSE 75,000

PEGGY ADAMS ANIMAL RESCUE LEAGUE

3200 N MILITARY TRL
WEST PALM BEACH,FL33409 		N/A PUBLIC GENERAL EXEMPT PURPOSE 1,000

RIVER FIELDS INC

1201 STORY AVE STE 215
LOUISVILLE,KY40206 		N/A PUBLIC GENERAL EXEMPT PURPOSE 50,000

SCHWARZMAN ANIMAL MEDICAL CENTER

510 E 62 STREET
NEW YORK,NY10065 		N/A PUBLIC GENERAL EXEMPT PURPOSE 200,000

SLOW FOOD IN THE TETONS

1098 SHADOW LANE
VICTOR,ID83455 		N/A PUBLIC GENERAL EXEMPT PURPOSE 30,225

SOUTHERN ENVIRONMENTAL LAW CENTER

201 W Main St 14
CHARLOTTESVILLE,VA22902 		N/A PUBLIC GENERAL EXEMPT PURPOSE 20,000

SPANISCHE HOFREITSCHULE WIEN (SPANISH RIDING SCHOOL)

MICHAELERPLATZ 1
  VIENNA1010
AU 		N/A PRIVATE GENERAL EXEMPT PURPOSE 5,000

SPEED ART MUSEUM

2035 SOUTH THIRD STREET
LOUISVILLE,KY40208 		N/A PUBLIC GENERAL EXEMPT PURPOSE 34,166

SPREAD THE LOVE COMMISSION

PO BOX 13743
JACKSON,WY83002 		N/A PUBLIC GENERAL EXEMPT PURPOSE 10,000

ST JAMES' CHURCH

865 MADISON AVENUE
NEW YORK,NY10021 		N/A PUBLIC GENERAL EXEMPT PURPOSE 3,000

ST JOHN'S CHURCH

2319 E BROAD STREET
RICHMOND,VA23223 		N/A PUBLIC GENERAL EXEMPT PURPOSE 1,200

ST MARGARET'S EPISCOPAL CHURCH

14641 LA NOVIA
SAN JUAN CAPISTRANO,CA92675 		N/A PUBLIC GENERAL EXEMPT PURPOSE 25,000

STORM KING ART CENTER

1 MUSEUM RD
NEW WINDSOR,NY12553 		N/A PUBLIC GENERAL EXEMPT PURPOSE 500,000

TALES OF THE COCKTAIL FOUNDATION

3500 N CAUSEWAY BLVD STE 1145
METAIRIE,LA70002 		N/A PUBLIC GENERAL EXEMPT PURPOSE 10,815

TELLURIDE FOUNDATION

PO BOX 152
TELLURIDE,CO81435 		N/A PUBLIC GENERAL EXEMPT PURPOSE 30,000

TELLURIDE MOUNTAIN CLUB

200 SAN MIGUEL RIVER DRIVE
TELLURIDE,CO81435 		N/A PUBLIC GENERAL EXEMPT PURPOSE 30,000

TELLURIDE SCIENCE AND INNOVATION

PO BOX 1088
TELLURIDE,CO81435 		N/A PUBLIC GENERAL EXEMPT PURPOSE 25,000

TETON COUNTY SEARCH AND RESCUE FOUNDATION

PO BOX 1063
JACKSON,WY83001 		N/A PUBLIC GENERAL EXEMPT PURPOSE 200,000

THE JEFFERSON COUCIL

2 MURRAY HILL CIRCLE
BALTIMORE,MD21212 		N/A PUBLIC GENERAL EXEMPT PURPOSE 10,000

THOMAS JEFFERSON FOUNDATION INC

PO BOX 316
CHARLOTTESVILLE,VA22902 		N/A PUBLIC GENERAL EXEMPT PURPOSE 6,500

UNIVERSITY OF GEORGIA

394 S MILLEDGE AVE
ATHENS,GA30602 		N/A PUBLIC GENERAL EXEMPT PURPOSE 277,333

UNIVERSITY OF VIRIGNIA

PO BOX 400314
CHARLOTTESVILLE,VA22904 		N/A PUBLIC GENERAL EXEMPT PURPOSE 25,000

UNIVERSITY OF WYOMING

1501 STAMPEDE AVE UNIT 9032
CODY,WY82414 		N/A PUBLIC GENERAL EXEMPT PURPOSE 170,000

UTAH FILM CENTER

375 W 400 N
SALT LAKE CITY,UT84103 		N/A PUBLIC GENERAL EXEMPT PURPOSE 50,000

UVA COLLEGE OF ARTS & SCIENCES ANNUAL FUND

2410 OLD IVY ROAD SUITE 100
PO BOX,VA22904 		N/A PUBLIC GENERAL EXEMPT PURPOSE 5,000

UVA DARDEN SCHOOL FOUNDATION

100 DAREN BLVD
CHARLOTTESVILLE,VA22903 		N/A PUBLIC GENERAL EXEMPT PURPOSE 10,000

UVA FUND

PO BOX 400314
CHARLOTTESVILLE,VA22904 		N/A PUBLIC GENERAL EXEMPT PURPOSE 61,000

WOODBERRY FOREST SCHOOL

898 WOODBERRY ROAD
WOODBERRY FOREST,VA22989 		N/A PUBLIC GENERAL EXEMPT PURPOSE 20,000

WOODWELL CLIMATE RESEARCH CENTER

149 WOODs Hole Rd
FALMOUTH,MA02540 		N/A PUBLIC GENERAL EXEMPT PURPOSE 75,000
Total .................................right arrow 3a 4,806,524
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,370,649  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 4,412 18 2,698,493  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP TAX EXEMPT INTEREST 		    14 1  
bPARTNERSHIP INTEREST/DIVIDENDS     14 36,030  
cPARTNERSHIP OTHER INCOME       -6,887  
dPARTNERSHIP OTHER INCOME - PAL LIMITATION 523000 -850   -7,830  
e
12 Subtotal. Add columns (b), (d), and (e) .. 3,562 4,090,456 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,094,018
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
W L LYONS BROWN JR CHARITABLE FOUNDATION
EIN:
61-1233038
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEES 11,000 7,333   3,667

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
W L LYONS BROWN JR CHARITABLE FOUNDATION
EIN:
61-1233038
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
SPANISCHE HOFREITSCHULE WIEN (SPANISH RIDING SCHOOL)
  		MICHAELERPLATZ 1
  VIENNA1010
AU 		2022-05-05 5,000 THE SPANISH RIDING SCHOOL HAS AGREED TO MAINTAIN ALL GRANT PAYMENTS RECEIVED FROM THE FOUNDATION IN A SEPARATE, SEGREGATED FUND FROM WHICH AMOUNTS WILL BE EXPENDED SOLELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATION PURPOSES. THE SCHOOL HAS AGREED TO MAKE EXPENDITURES FOR ITS EDUCATION, SCIENTIFIC, CHARITABLE AND SIMILAR PURPOSES TOGETHER WITH ADMINISTRATIVE EXPENSES, NOT LATER THAN THE END OF THE PERIOD CONSISTING OF THE FISCAL YEAR IN WHICH THE SCHOOL RECEIVES ANY PAYMENT ON A GRANT FROM THE FOUNDATION.          

TY 2024 InvestmentsCorpBondsSchedule
Name:
W L LYONS BROWN JR CHARITABLE FOUNDATION
EIN:
61-1233038
Name of Bond End of Year Book Value End of Year Fair Market Value
65000.00 AIR LEASE CORP 64,403 66,640
60000.00 AMERICAN TOWER CORP 60,421 59,643
60000.00 BANK OF AMERICA CORP 60,109 58,857
65000.00 BANK OF NY MELLON CORP 65,000 61,210
30000.00 BP CAP MARKETS AMERICA 29,908 28,946
70000.00 BROADCOM INC 70,006 70,261
60000.00 CAPITAL ONE FINANCIAL CO 60,000 61,975
65000.00 CHARLES SCHWAB CORP 64,811 62,048
67000.00 CHENIERE CORP CHRISTI HD 61,802 62,894
60000.00 CISCO SYSTEMS INC 60,280 60,198
71000.00 CITIGROUP INC 63,716 63,787
61000.00 COREBRIDGE FINANCIAL INC 61,293 62,135
60000.00 DIAMONDBACK ENERGY INC 61,188 60,117
60000.00 DTE ENERGY CO 60,447 60,232
63000.00 ELEVANCE HEALTH INC 63,069 62,406
60000.00 ENERGY TRANSFER LP 59,932 62,315
60000.00 FIFTH THIRD BANCORP 62,949 62,224
65000.00 FLORIDA POWER & LIGHT CO 64,368 64,352
65000.00 GEORGIA POWER CO 64,928 63,943
60000.00 GOLDMAN SACHS GROUP INC 59,957 58,772
60000.00 HUNTINGTON BANCSHARES 60,076 60,004
29000.00 JPMORGAN CHASE & CO 29,150 26,335
30000.00 JPMORGAN CHASE & CO 31,482 29,205
65000.00 KLA CORP 64,605 63,092
60000.00 L3HARRIS TECH INC 60,016 60,079
65000.00 MARRIOTT INTERNATIONAL 56,963 57,339
60000.00 MARSH & MCLENNAN COS INC 59,743 59,272
59000.00 MORGAN STANLEY 62,010 58,696
63000.00 PACIFIC GAS & ELECTRIC 63,617 64,020
65000.00 PAYPAL HOLDINGS INC 65,496 59,396
60000.00 PUBLIC SERVICE ENTERPRIS 60,049 61,889
65000.00 PUBLIC STORAGE 65,139 59,284
69000.00 TEXAS INSTRUMENTS INC 58,296 59,046
23000.00 TOYOTA MOTOR CREDIT CORP 23,545 23,350
60000.00 TRUIST FINANCIAL CORP 56,220 57,536
65000.00 WILLIAMS COMPANIES INC 60,275 63,334
35000.00 BHP BILLITON FIN USA LTD 34,812 35,329
53000.00 PFIZER INVESTMENT ENTER 53,156 52,536
74000.00 SUMITOMO MITSUI FINL GRP 68,712 71,749

TY 2024 InvestmentsCorpStockSchedule
Name:
W L LYONS BROWN JR CHARITABLE FOUNDATION
EIN:
61-1233038
Name of Stock End of Year Book Value End of Year Fair Market Value
2160.00 ALPHABET INC CLASS C 124,889 411,350
1760.00 ALPHABET INC. CLASS A 72,325 333,168
400.00 LIVE NATION ENTERTMNT INC 31,803 51,800
403.00 META PLATFORMS INC 70,191 235,960
785.00 TAKE-2 INTERACTIVE 102,988 144,502
1800.00 AMAZON.COM INC 91,279 394,902
10.00 AUTOZONE INC 27,357 32,020
707.00 DOLLARAMA INC 27,785 68,908
450.00 HILTON WORLDWIDE HOLDINGS 41,889 111,222
140.00 LOWES COS INC 29,052 34,552
93.00 LVMH MOET HENNESSY VUITTON 55,125 61,400
55.00 MERCADOLIBRE INC 86,231 93,524
51.00 O'REILLY AUTO INC NEW 55,194 60,475
43.00 POOL CORP 16,432 14,660
393.00 WYNDHAM HOTELS & RESORTS 33,522 39,610
2100.00 ALIMENTATION COUCHE-TARD I 105,093 116,318
659.00 BJ'S WHOLESALE CLUB HOLDIN 40,827 58,881
80.00 COSTCO WHSL CORP NEW 39,067 73,301
1306.00 US FOODS HOLDING CORP 33,640 88,102
1582.00 WALMART INC 65,717 142,933
37601.94 OW CREDIT INCOME FUND 375,977 294,799
1440.00 CONOCOPHILLIPS 103,721 142,804
2445.00 SCHLUMBERGER LTD 133,202 93,741
151.00 SPDR S&P OIL & GAS EXPLORA 20,370 19,987
482.00 APOLLO GLOBAL MANAGEMENT I 75,054 79,607
4200.00 BANK OF AMERICA CORP 55,726 184,590
1845.00 BROOKFIELD CORPORATION 71,557 105,995
800.00 FISERV INC 125,454 164,336
1200.00 INTERCONTINENTAL EXCHG INC 134,613 178,812
895.00 JPMORGAN CHASE & CO 138,641 214,540
230.00 MSCI INC 136,258 138,002
916.00 NASDAQ INC. 41,045 70,815
950.00 RYAN SPECIALTY HOLDNGS INC 45,487 60,952
151.00 S&P GLOBAL INC. 39,521 75,202
260.00 SPDR S&P REGIONAL BK ETF 17,441 15,691
560.00 TRADEWEB MARKETS INC 37,055 73,315
988.00 VISA INC 86,781 312,247
183.00 WEX INC 27,107 32,083
2713.00 AVANTOR INC 68,274 57,162
545.00 CENCORA INC 100,497 122,450
535.00 COOPER COS INC/THE 45,720 49,182
573.00 DANAHER CORP 97,457 131,532
66.00 IDEXX LABS CORP 29,582 27,287
156.00 MCKESSON CORP 84,326 88,905
168.00 MEDPACE HOLDINGS 54,396 55,814
330.00 STERIS PLC 61,308 67,834
224.00 THERMO FISHER SCIENTIFIC 42,416 116,531
463.00 UNITEDHEALTH GROUP INC 148,686 234,213
1490.00 ASHTEAD GROUP 107,209 92,598
427.00 BOOZ ALLEN HAMILTON HLDGS 47,723 54,954
170.00 BUILDERS FIRSTSOURCE INC 34,203 24,298
298.00 BWX TECHNOLOGIES INC 27,294 33,194
133.00 CARLISLE COS 26,022 49,055
313.00 CLEAN HARBORS INC 43,060 72,033
1050.00 COPART INC 28,831 60,259
975.00 CORE & MAIN INC 46,472 49,637
200.00 EATON CORP PLC 28,305 66,374
202.00 EQUIFAX INC 35,207 51,479
1060.00 HOWMET AEROSPACE INC 37,319 115,932
119.00 NORTHROP GRUMMAN CORP 42,577 55,845
170.00 OLD DOMINION FREIGHT 37,007 29,988
113.00 SAIA INC COM 34,115 51,497
1575.00 TRANSUNION 109,148 146,018
1174.00 WILLSCOT HOLDINGS CORP 55,230 39,270
1877.00 APPLE INC 25,263 470,038
406.00 APPLIED MATERIALS 68,967 66,027
34.00 ASM INTERNATIONAL NV 9,803 19,738
98.00 ASML HOLDING 48,239 69,099
545.00 BROADCOM INC 89,023 126,352
2859.00 CCC INTELLIGENT SOLUTIONS 32,655 33,536
329.00 CDW CORP/DE 48,325 57,259
25.00 CONSTELLATION SOFTWARE 68,490 77,208
329.00 ENTEGRIS INC 41,957 32,590
1250.00 FORTINET INC 89,946 118,100
289.00 GARTNER INC CL A 125,969 140,011
410.00 KEYSIGHT TECHNOLOGIES INC 65,911 65,858
227.00 MANHATTAN ASSOCIATES INC 42,837 61,344
1347.00 MARVELL TECHNOLOGY INC 70,681 148,776
1194.00 MICROSOFT CORP 75,922 503,271
438.00 MOTOROLA SOLUTIONS INC 120,356 202,456
343.00 NICE LTD ADR 73,979 58,255
2330.00 NVIDIA CORP 67,131 312,895
133.00 NXP SEMICONDUCTORS NV 33,540 27,644
561696.71 OW LARGE CAP STRATEGIES FD 8,714,938 11,138,445
850.00 CRH PLC 69,912 78,642
433.00 CBRE GROUP INC 56,704 56,848
319.00 PROLOGIS INC 32,835 33,718
169.00 SBA COMMUNICATIONS CORP 36,474 34,442
164669.87 OW SMALL & MIDCAP STRAT FD 2,348,930 2,634,717
910.00 AMEREN CORP 59,392 81,117
1135.00 NEXTERA ENERGY INC 87,904 81,368
280.00 UTILITIES SELECT SECT SPDR 20,184 21,193
1380.00 ALPHABET INC CLASS C 158,530 262,807
910.00 COMCAST CORP CL A NEW 47,692 34,152
229.00 META PLATFORMS INC 54,866 134,081
1497.00 VERIZON COMMUNICATIONS 59,759 59,865
985.00 AMAZON.COM INC 97,267 216,099
265.00 GENUINE PARTS CO 24,318 30,941
176.00 HOME DEPOT 39,439 68,462
159.00 MCDONALD'S CORP 31,877 46,092
140.00 ROSS STORES INC 12,766 21,177
620.00 COCA-COLA COMPANY 30,955 38,601
60.00 COSTCO WHSL CORP NEW 19,514 54,976
1105.00 KENVUE INC 23,840 23,591
130.00 PEPSICO INC 12,302 19,767
528.00 PHILIP MORRIS INTL INC 52,404 63,544
220.00 PROCTER & GAMBLE CO 19,776 36,883
195.00 TARGET CORP 33,715 26,360
85.00 THE HERSHEY COMPANY 9,640 14,394
960.00 WALMART INC 47,958 86,736
415.00 CHEVRON CORP 39,539 60,108
460.00 EXXON MOBIL CORP 53,016 49,482
2700.00 KINDER MORGAN INC 58,836 73,980
1805.00 BANK OF AMERICA CORP 46,411 79,329
375.00 BLACKSTONE INC 20,331 64,657
652.00 JPMORGAN CHASE & CO 27,562 156,290
640.00 METLIFE INC COM 40,241 52,403
559.00 MORGAN STANLEY GRP INC 58,593 70,277
365.00 PRUDENTIAL FINANCIAL 35,322 43,263
794.00 TRUIST FINANCIAL CORP 29,798 34,443
272.00 VISA INC 40,198 85,962
530.00 ABBOTT LABORATORIES 50,838 59,948
428.00 ABBVIE INC 35,517 76,055
384.00 AGILENT TECHNOLOGIES 34,670 51,586
60.00 ELEVANCE HEALTH INC 17,349 22,134
145.00 INTUITIVE SURGICAL 33,390 75,684
229.00 JOHNSON & JOHNSON 37,424 33,117
105.00 LILLY ELI & CO 54,176 81,060
227.00 MEDTRONIC PLC 19,905 18,132
597.00 MERCK & CO INC NEW 40,396 59,389
106.00 UNITEDHEALTH GROUP INC 56,383 53,621
165.00 AMETEK INC NEW 13,499 29,742
138.00 AUTOMATIC DATA PROCESSING 19,230 40,396
91.00 CATERPILLAR INC 21,087 33,011
45.00 DEERE & CO 6,767 19,066
235.00 EATON CORP PLC 17,966 77,989
200.00 HONEYWELL INTL INC 40,068 45,178
395.00 HOWMET AEROSPACE INC 19,852 43,201
137.00 ILLINOIS TOOL WORKS INC 16,728 34,737
84.00 NORTHROP GRUMMAN CORP 30,749 39,420
300.00 PENTAIR PLC 29,429 30,192
205.00 UNION PACIFIC CORP 27,864 46,748
245.00 WASTE MANAGEMENT INC NEW 24,647 49,438
1498.00 APPLE INC 100,133 375,129
1005.00 BROADCOM INC 41,085 232,999
760.00 FORTINET INC 29,589 71,804
86.00 KLA CORPORATION 12,233 54,190
1004.00 MICROSOFT CORP 160,664 423,186
175.00 MOTOROLA SOLUTIONS INC 28,139 80,890
2880.00 NVIDIA CORP 4,343 386,755
220.00 TE CONNECTIVITY PLC 15,795 31,453
220.00 TEXAS INSTRUMENTS INC 21,956 41,252
750.00 CRH PLC 60,132 69,390
190.00 ALEXANDRIA REAL EST EQ INC 30,209 18,534
117.00 AMERICAN TOWER CORP 21,346 21,458
429.00 SIMON PROP GROUP 52,181 73,878
565.00 DUKE ENERGY HLDG CORP 53,142 60,873
641.00 NEXTERA ENERGY INC 40,440 45,953
415.00 WEC ENERGY GROUP INC 36,487 39,026
927209.00 BROWN FORMAN CORP CL B 6,158,106 35,215,397
51529.00 BROWN-FORMAN CORP "A" 14,430 1,942,128

TY 2024 InvestmentsGovtObligationsSch
Name:
W L LYONS BROWN JR CHARITABLE FOUNDATION
EIN:
61-1233038
US Government Securities - End of Year Book Value:

4,007,562
US Government Securities - End of Year Fair Market Value:

3,923,971
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
W L LYONS BROWN JR CHARITABLE FOUNDATION
EIN:
61-1233038
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
133.76 5TH AVE MUL-STRAT OFF S1 AT COST 335,000 429,540
164887.02 5TH AVE PRIV EQUITY 17 T2 AT COST 149,722 161,955
621162.48 5TH AVE PRIV EQUITY 13 T2 AT COST 400,540 793,471
688905.68 5TH AVE PRIV EQUITY 15 T2 AT COST 627,185 905,328
462355.40 5TH AVE PRIV EQUITY 14 T2 AT COST 374,015 635,608
526390.87 5TH AVE PRIV EQUITY 16 T2 AT COST 476,987 568,006
265006.22 5TH AVE REAL ASSETS 3 T2 AT COST 97,002 190,035
407408.62 5TH AVE REAL ASSETS 4 T2 AT COST 267,694 495,091
335890.90 5TH AVE REAL ASSETS 5 T2 AT COST 260,287 358,377
24496.24 5TH AVE REAL ASSETS 6 T2 AT COST 19,605 25,861

TY 2024 OtherDecreasesSchedule
Name:
W L LYONS BROWN JR CHARITABLE FOUNDATION
EIN:
61-1233038
Description Amount
BOOK TO TAX ADJUSTMENT 2,376


TY 2024 OtherExpensesSchedule
Name:
W L LYONS BROWN JR CHARITABLE FOUNDATION
EIN:
61-1233038
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
KENTUCKY FILING FEE 15 0   15
PARTNERSHIP OTHER DEDUCTIONS 101,953 101,953   0
PARTNERSHIP INVESTMENT EXPENSES 10,928 10,928   0
PARTNERSHIP CHARITABLE 145 0   145
PARTNERSHIP NONDEDUCTIBLE EXPENSES 2,227 0   0


TY 2024 OtherIncomeSchedule2
Name:
W L LYONS BROWN JR CHARITABLE FOUNDATION
EIN:
61-1233038
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP TAX EXEMPT INTEREST 1   1
PARTNERSHIP INTEREST/DIVIDENDS 36,030 36,030 36,030
PARTNERSHIP OTHER INCOME -6,887 -6,887 -6,887
PARTNERSHIP OTHER INCOME - PAL LIMITATION -8,680   -8,680


TY 2024 OtherProfessionalFeesSchedule
Name:
W L LYONS BROWN JR CHARITABLE FOUNDATION
EIN:
61-1233038
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT SERVICE FEES - BESSEMER 77,237 51,492   25,746


TY 2024 TaxesSchedule
Name:
W L LYONS BROWN JR CHARITABLE FOUNDATION
EIN:
61-1233038
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENTS 65,500 0   0
FOREIGN TAXES PAID 795 795   0
STATE TAX WITHHOLDINGS 1,707 0   0
PARTNERSHIP TAX CREDITS 972 972   0
FOREIGN TAXES PAID IN EXCESS 1,734 0   0