THOMAS R BROWN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS R BROWN FOUNDATION (EIN 46-0512598)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202103159349103045
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T16:17:59-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860360084 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBL CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5470 E BROADWAY BLVD | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460512598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS R BROWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 5202982828 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31930 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 857511930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY B BERNAL | PersonNm |
| Person Title | CEO/SECRETARY | PersonTitleTxt |
| Phone | 5202982828 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | BERNAL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACQUIE IVEY | PreparerPersonNm |
| PTIN | P00235738 | PTIN |
| Phone | 5208863181 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $764,106 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,794 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$27,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $315,914 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,989 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,794 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $108,527 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $96,348 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $808 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,018 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,510 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $121,810 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $121,345 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $328 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $328 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,133 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $21,043 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,024 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,024 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,655 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,770 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $307,346 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $246,487 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $307,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,487 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$301,357 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,956 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,316 | CashBOYAmt |
| Cash EOY | $12,981 | CashEOYAmt |
| Cash EOYFMV | $12,981 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,237 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,237 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $66,542 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,500 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $66,022 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,863 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,863 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $910,367 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $611,344 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $611,344 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,647 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,815 | LandBOYAmt |
| Land EOY | $3,682 | LandEOYAmt |
| Land EOYFMV | $3,682 | LandEOYFMVAmt |
| Other Assets BOY | $9,177 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,499 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,499 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,109,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $764,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $764,106 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,777 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,076 | AccountsPayableEOYAmt |
| Grants Payable BOY | $90,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $20,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $97,777 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,076 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,011,900 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $734,030 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,011,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $734,030 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,109,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $764,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,011,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$301,357 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,487 | OtherIncreasesAmt |
| Subtotal | $734,030 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $734,030 | 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 |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2015-01-01 | AcquiredDt |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $315,914 | GrossSalesPriceAmt |
| Cost Or Other Basis | $319,600 | CostOrOtherBasisAmt |
| Gain Or Loss | -$3,686 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$3,686 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,686 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $375 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $375 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,697 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,697 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,322 | OverpaymentAmt |
| Applied To ES Tax | $1,322 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | BROWNFOUNDATIONS.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 5202982828 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1996 N KOLB ROAD | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| JOHN L CARTER | ||||||||
| 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 |
| SHAUN KIRKPATRICK | ||||||||
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OFFICE OF ECONOMIC EDUCATION (OEE)IN EARLY 2020 TRBF AND THE OEE OFFERED IN-PERSON PROGRAMS FOR TEACHERS IN COCHISE, PIMA, PINAL, AND YUMA COUNTIES. AFTER MID-MARCH 2020, ALL TEACHER EDUCATION PROGRAMS WERE OFFERED ONLINE. VIRTUAL PROGRAMMING ALLOWED EDUCATORS OUTSIDE OF THE S AZ COUNTIES HISTORICALLY SERVED BY THE OEE TO ATTEND. IN 2020, THE OEE OFFERED FOUR MAJOR PROGRAM TYPES: WORKSHOPS FOR ELEMENTARY EDUCATORS AND WORKSHOPS FOR MIDDLE AND HIGH SCHOOL EDUCATORS THROUGHOUT THE ACADEMIC YEAR, SPECIAL GUEST PRESENTATIONS BY ECONOMISTS, AND A 5-DAY SUMMER SERIES. IN 2020 349 K-12 TEACHERS ATTENDED 14 OEE PROGRAMS (SOME TEACHERS ATTENDED MORE THAN ONE PROGRAM). ADDITIONALLY, 58 UNIVERSITY INSTRUCTORS AND GRADUATE STUDENTS ATTENDED OEE PROGRAMS. ATTENDANCE FIGURES INCREASED IN 2020 DUE TO THE AVAILABILITY OF SHORT, AND SOMETIMES SELF-PACED, ONLINE PROGRAMS AND INCREASED DEMAND FOR TRAINING FROM EDUCATORS FACING THE CHALLENGES OF PANDEMIC-INDUCED REMOTE TEACHING. | Description1Txt |
| Expenses1 | $81,381 | Expenses1Amt |
| Description2 | "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. ATTENDANCE IN 2020 WAS APPROXIMATELY 178 EDUCATORS. | Description2Txt |
| Expenses2 | $16,795 | Expenses2Amt |
| Description3 | 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 2020, FUNDS FROM THE PROGRAM PURCHASED ONE-FIFTH OF A TEACHER'S CONTRACT TIME. 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 SIX ORIGINAL PROFESSIONAL DEVELOPMENT WORKSHOPS. | Description3Txt |
| Expenses3 | $13,187 | Expenses3Amt |
| Description4 | ELEMENTARY ECONOMICS FALL 2020TRBF OFFERED THREE VIRTUAL TRAININGS TO PRACTICING AND PRE-SERVICE ELEMENTARY EDUCATORS IN THE SECOND HALF OF 2020. IN A WORKSHOP ON JULY 30, A GUEST INSTRUCTOR FROM THE GEORGIA COUNCIL ON ECONOMIC EDUCATION DEMONSTRATED ECONOMICS LESSONS CONNECTED TO CHILDREN'S BOOKS. A SIMILAR, SELF-PACED TRAINING WAS OFFERED TO PRE-SERVICE EDUCATORS AT THE UNIVERSITY OF ARIZONA IN OCTOBER. PARTICIPANTS IN EACH OF THESE PROGRAMS WERE SHIPPED CHILDREN'S BOOKS FEATURED IN THE WORKSHOPS. IN DECEMBER, TRBF OFFERED ANOTHER PROGRAM FOR ELEMENTARY EDUCATORS TITLED "IMPLEMENTING A CLASSROOM ECONOMY." THERE WERE 71 ATTENDEES AT THIS PROGRAM, AND THEY WERE OFFERED LUNCH THROUGH A FOOD DELIVERY SERVICE. | Description4Txt |
| Expenses4 | $1,253 | Expenses4Amt |
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 | $757,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $49,108 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $891,769 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $891,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,377 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $878,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,487 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $246,487 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $246,487 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2005-01-20 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $246,487 | CurrentYearAmt |
| Year1 | $511,522 | Year1Amt |
| Year2 | $372,607 | Year2Amt |
| Year3 | $428,709 | Year3Amt |
| Total | $1,559,325 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $246,487 | CurrentYearAmt |
| Year1 | $511,522 | Year1Amt |
| Year2 | $372,607 | Year2Amt |
| Year3 | $428,709 | Year3Amt |
| Total | $1,559,325 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $29,280 | CurrentYearAmt |
| Year1 | $40,432 | Year1Amt |
| Year2 | $58,126 | Year2Amt |
| Year3 | $65,740 | Year3Amt |
| Total | $193,578 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY B BERNAL | ContributingManagerNm |
| Contributing Manager | SARAH B SMALLHOUSE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,794 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$27,805 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,989 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,989 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $13,018 | Amt |
| Net Investment Income | $6,510 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LEASEHOLD IMPROVEMENTS | PropertyDesc |
| Acquired | 2010-01-01 | AcquiredDt |
| Cost Or Other Basis | $11,329 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $7,647 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $0 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK ENERGY | $24,743 | $24,743 |
| TCW STRATEGIC INCOME FUND | $20,120 | $20,120 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES PREFERRED INCOME | AT COST | $56,879 | $56,879 |
| ISHARES SELECT DIVIDEND | AT COST | $30,297 | $30,297 |
| DOUBLELINE TOTAL RETURN | AT COST | $44,726 | $44,726 |
| PIMCO INCOME | AT COST | $43,717 | $43,717 |
| TCW EMERGING MARKETS INC | AT COST | $39,257 | $39,257 |
| TCW TOTAL RETURN BOND | AT COST | $71,260 | $71,260 |
| ABERDEEN US SMALL CAP | AT COST | $45,141 | $45,141 |
| ARTISAN DEVELOPING WORLD | AT COST | $28,578 | $28,578 |
| DODGE & COX | AT COST | $72,137 | $72,137 |
| FIDELITY ADVISOR HEALTH | AT COST | $45,076 | $45,076 |
| PIMCO COMMODITY REAL | AT COST | $23,475 | $23,475 |
| SANDS CAPITAL GLOBAL | AT COST | $23,131 | $23,131 |
| VANGUARD DIVIDEND GROWTH | AT COST | $63,902 | $63,902 |
| VANGUARD HEALTH CARE | AT COST | $23,768 | $23,768 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Cost Or Other Basis | $11,329 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $7,647 | AccumulatedDepreciationAmt |
| Book Value | $3,682 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $808 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $1,625 | $1,625 | $1,625 |
| EXCISE TAX RECOVERABLE | $300 | $1,369 | $1,369 |
| NET INTANGIBLE ASSETS | $7,252 | $6,493 | $6,493 |
| DUE FROM RELATED ENTITY | $12 | $12 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BUSINESS EXPENSES | $61 | $0 | $0 | $31 |
| POSTAGE AND DELIVERY | $203 | $0 | $0 | $39 |
| SUPPLIES | $8,343 | $0 | $0 | $7,348 |
| DUES, SUBSCRIPTIONS AND REFERENCE | $1,760 | $0 | $0 | $1,760 |
| COMPUTER/INTERNET EXPENSE | $10,471 | $0 | $0 | $2,592 |
| INSURANCE | $1,711 | $0 | $0 | $0 |
| WORKSHOPS | $7,000 | $0 | $0 | $7,000 |
| PRINTING AND REPRODUCTION | $97 | $0 | $0 | $0 |
| EQUIPMENT | $250 | $0 | $0 | $0 |
| AMORTIZATION | $759 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS | Desc |
| Amt | $23,487 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TECHNICAL CONTRACT LABOR | CategoryTxt |
| Amt | $121,810 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $121,345 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $328 | Amt |
| Net Investment Income | $328 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |