2022-11-10T17:21:51-06:00 2021-12-31 860360084 HBL CPAS PC 5470 E BROADWAY BLVD TUCSON AZ 85711 990PF 2021-01-01 460512598 THOMAS R BROWN FOUNDATION THOM 5202982828 PO BOX 31930 TUCSON AZ 857511930 MARY B BERNAL CEO/SECRETARY 5202982828 2022-11-10 1 MARY BERNAL 999009999 MICHAEL J DEVRIES P00748581 5208863181 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 2505392 X 2000000 29065 29065 15972 309319 25142 0 2045037 54207 0 0 0 0 0 170065 0 0 157188 15246 7623 0 0 58034 0 0 58034 571 571 0 0 1133 0 0 22346 0 0 20112 12796 0 0 12548 36865 0 0 25531 317056 8194 0 273413 0 0 317056 8194 0 273413 1727981 46013 0 12981 32800 32800 77237 2059535 2059535 4500 10877 10877 44863 20403 20403 611344 371071 371071 11329 8780 3682 2549 2549 9499 8157 8157 764106 2505392 2505392 10076 14767 20000 30076 14767 X 734030 2490625 734030 2490625 764106 2505392 734030 1727981 28614 2490625 0 2490625 PUBLICLY TRADED SECURITIES P 2016-01-01 2021-12-31 309319 284177 25142 25142 25142 0 640 0 640 0 640 1322 0 0 0 1322 0 682 682 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 0 1 0 0 0 1 BROWNFOUNDATIONS.ORG THE FOUNDATION 5202982828 1996 N KOLB ROAD TUCSON AZ 85715 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY B BERNAL PO BOX 31930 TUCSON AZ 857511930 CEO/SECRETARY 2.00 0 0 0 SARAH B SMALLHOUSE PO BOX 31930 TUCSON AZ 857511930 PRES/TREASURER 2.00 0 0 0 SHAUN KIRKPATRICK PO BOX 31930 TUCSON AZ 857511930 VICE PRESIDENT 2.00 0 0 0 JACK JEWETT PO BOX 31930 TUCSON AZ 857511930 TRUSTEE 2.00 0 0 0 JOHN CARTER PO BOX 31930 TUCSON AZ 857511930 TRUSTEE 2.00 0 0 0 DAN JANES PO BOX 31930 TUCSON AZ 857511930 TRUSTEE 2.00 0 0 0 BARBARA GRAY PO BOX 31930 TUCSON AZ 857511930 TRUSTEE 2.00 0 0 0 MEGAN KIRTS PO BOX 31930 TUCSON AZ 857511930 DIRECTOR OF EDUCATOR 45.00 88666 0 0 0 NONE 0 OFFICE OF ECONOMIC EDUCATION (OEE)THE THOMAS R. BROWN FOUNDATION (TRBF) CONTINUES ITS WORK WITH THE UNIVERSITY OF ARIZONA OFFICE OF ECONOMIC EDUCATION (OEE) IN PROVIDING ECONOMIC EDUCATION PROGRAMS TO K-12 TEACHERS THROUGHOUT ARIZONA. IN 2021, THE OEE OFFERED 31 PROFESSIONAL DEVELOPMENT WORKSHOPS FOR K-12 EDUCATORS IN THE FORM OF 1-2-HOUR WEEKDAY SESSIONS, SELF-PACED PROGRAMS OVER 3-4 WEEKS, AND FULL-DAY CONFERENCES IN THE SUMMER. WITH ONE EXCEPTION, PROGRAMS WERE OFFERED ENTIRELY ONLINE. PROFESSIONAL DEVELOPMENT PROGRAMS FEATURED INTRODUCTORY CONTENT KNOWLEDGE, INSTRUCTIONAL RESOURCES, COMPLIMENTARY COPIES OF RELEVANT TEXTS, AND SPECIAL GUEST SPEAKERS. A TOTAL OF 741 "SEATS" WERE FILLED ACROSS THE 31 WORKSHOPS, WITH SOME EDUCATORS ATTENDING MORE THAN ONE PROGRAM. BOTH THE NUMBER OF PROGRAMS AND THE SEATS FILLED IN 2021 MORE THAN DOUBLED FROM 2020 AS THE ORGANIZATION BECAME MORE COMFORTABLE OFFERING ONLINE PROGRAMMING. 32302 "V.O.T.E." (VOICES ON THE ECONOMY) SERIESTHE VOTE SERIES IS DESIGNED TO TEACH ECONOMIC ISSUES FROM MULTIPLE PERSPECTIVES TO FOSTER MORE PRODUCTIVE CIVIC ENGAGEMENT AND MORE EFFECTIVE POLICY FORMATION. DEVELOPED BY AMY CRAMER, PH.D., THE SERIES TEACHES THE HISTORY OF THREE DIFFERENT ECONOMIC PERSPECTIVES WITHOUT PROMOTING ANY SPECIFIC ECONOMIC OR POLITICAL VIEWPOINT. THE SERIES BEGINS WITH A THREE-DAY CONFERENCE DURING WHICH DR. CRAMER TEACHES THE HISTORIC FOUNDATIONS FOR THE THREE PERSPECTIVES. AS AN EXTENSION OF THE INITIAL CONFERENCE, DR. CRAMER OFFERS EIGHT ADDITIONAL WORKSHOPS OVER A TWO-YEAR PERIOD. THE SINGLE DAY TOPICS COVERED ARE HEALTH CARE, RETIREMENT SECURITY, THE ENVIRONMENT, INTERNATIONAL TRADE, THE FEDERAL BUDGET, ECONOMIC STABILITY, MARKET POWER, AND INCOME DISTRIBUTION. SEVEN DAYS OF VOTE PROGRAMMING WERE OFFERED IN 2021, WITH A TOTAL OF 193 SEATS FILLED. IN THE FALL OF 2021 DR. CRAMER RECRUITED A GROUP OF 10 TEACHERS FOR VOTE EDUCATOR CERTIFICATION PROGRAM. 25740 MASTER TEACHING FELLOWS PROGRAMTHE TRBF MASTER TEACHING FELLOWS PROGRAM (ALSO CALLED THE "TEACHER-IN-RESIDENCE" PROGRAM) IS A PILOT PROGRAM THAT DECREASES THE NON-CLASSROOM TIME OF A HIGHLY PRODUCTIVE ECONOMICS TEACHER AND LEVERAGES THAT TIME FOR THE BENEFIT OF OTHER EDUCATORS. IN 2021, FUNDS FROM THE PROGRAM PURCHASED ONE-FIFTH OF A TEACHER'S CONTRACT TIME DURING THE SPRING SEMESTER. JAMES "JIM" LERCH CONTINUED AS THE TEACHER-IN-RESIDENCE AT UNIVERSITY HIGH SCHOOL IN THE TUCSON UNIFIED SCHOOL DISTRICT. LERCH CONTINUED TO MENTOR TEACHERS BOTH WITHIN AND WITHOUT HIS ASSIGNED SCHOOL. IN COOPERATION WITH THE TRBF DIRECTOR OF EDUCATOR PROGRAMS, HE CONTINUED TO REFINE AN ONLINE ECONOMICS EDUCATION RESOURCE LIBRARY CALLED ECONCIERGE. HE ALSO DEVELOPED AND LED TWO ORIGINAL PROFESSIONAL DEVELOPMENT WORKSHOPS. 6591 ELEMENTARY ECONOMICS FALL 2020TRBF OFFERED 12 PROFESSIONAL DEVELOPMENT PROGRAMS FOR ELEMENTARY EDUCATORS IN 2021, FILLING A TOTAL OF 209 SEATS (WITH SOME ATTENDEES PARTICIPATING IN MORE THAN ONE PROGRAM). THE WORKSHOPS TOOK TWO FORMS: 1-3-HOUR ONLINE WORKSHOPS AND IN-PERSON TRAINING FOR PRE-SERVICE EDUCATORS AT THE UNIVERSITY OF ARIZONA. AT MOST ELEMENTARY WORKSHOPS, ATTENDEES WERE PROVIDED WITH COMPLIMENTARY CHILDREN'S BOOKS ACCOMPANIED BY LESSON PLANS FOCUSED ON ECONOMICS AND PERSONAL FINANCE. 6963 0 539333 340113 0 879446 0 0 879446 13192 866254 43313 X 273413 0 273413 2005-01-20 X 0 0 0 0 0 0 0 0 0 0 273413 246487 511522 372607 1404029 0 0 0 0 0 273413 246487 511522 372607 1404029 0 0 28875 29280 40432 58126 156713 0 0 0 0 MARY B BERNAL SARAH B SMALLHOUSE X 0 0 14 29065 18 15972 0 45037 0 45037 0 0 0 0 0 0 0 0 0 0 X X 1 THOMAS R BROWN FAMILY FOUNDATION 1990 N KOLD ROAD TUCSON AZ 85715 2000000 X ACCOUNTING 15246 7623 0 0 LEASEHOLD IMPROVEMENTS 2010-01-01 11329 8780 SL 5.000000000000 0 0 0 FOR TAX YEAR 2018 AND AFTER, TAX EXEMPT ORGANIZATIONS ARE NO LONGER REQUIRED TO FILE AN ARIZONA FORM OR PROVIDE A COPY OF THE FEDERAL EQUIVALENT TO THE STATE. IF A FEDERAL 990-T IS REQUIRED, AN ARIZONA 99-T IS REQUIRED TO BE FILED, AND THIS DOES NOT APPLY TO THIS ORGANIZATION FOR THIS TAX YEAR. THE SECRETARY OF STATE STILL REQUIRES VETERAN'S CHARITABLE ORGANIZATIONS TO REPORT CERTAIN ACTIVITIES RELATED TO FUNDRAISING, AND THAT DOES NOT APPLY TO THIS ORGANIZATION. TCW STRATEGIC INCOME FUND 20403 20403 ISHARES PREFERRED INCOME AT COST 48183 48183 ISHARES SELECT DIVIDEND AT COST 38616 38616 DOUBLELINE TOTAL RETURN AT COST 28680 28680 PIMCO INCOME AT COST 43103 43103 ABERDEEN US SMALL CAP AT COST 22504 22504 ARTISAN DEVELOPING WORLD AT COST 15435 15435 DODGE & COX AT COST 50034 50034 FIDELITY ADVISOR HEALTH AT COST 47483 47483 PIMCO COMMODITY REAL AT COST 14565 14565 SANDS CAPITAL GLOBAL AT COST 9684 9684 VANGUARD DIVIDEND GROWTH AT COST 52784 52784 OTHER 11329 8780 2549 DEPOSITS 1625 1625 1625 EXCISE TAX RECOVERABLE 1369 798 798 NET INTANGIBLE ASSETS 6493 5734 5734 DUE FROM RELATED ENTITY 12 0 0 BUSINESS EXPENSES 5785 0 0 227 POSTAGE AND DELIVERY 286 0 0 228 SUPPLIES 22635 0 0 21114 DUES, SUBSCRIPTIONS AND REFERENCE 2013 0 0 2013 COMPUTER/INTERNET EXPENSE 3678 0 0 1949 INSURANCE 1709 0 0 0 AMORTIZATION 759 0 0 0 NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS 28614 TECHNICAL CONTRACT LABOR 58034 0 0 58034 EXCISE TAXES 571 571 0 0