2021-11-11T16:17:59-06:00 2020-12-31 860360084 HBL CPAS PC 5470 E BROADWAY BLVD TUCSON AZ 85711 990PF 2020-01-01 460512598 THOMAS R BROWN FOUNDATION THOM 5202982828 PO BOX 31930 TUCSON AZ 857511930 MARY B BERNAL CEO/SECRETARY 5202982828 2021-11-11 1 MARY BERNAL 999009999 JACQUIE IVEY P00235738 5208863181 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 764106 X X 33794 33794 -27805 315914 0 0 5989 33794 0 0 0 0 0 108527 0 0 96348 808 0 0 0 13018 6510 0 0 121810 0 0 121345 328 328 0 0 1133 0 0 21043 0 0 0 10024 0 0 10024 30655 0 0 18770 307346 6838 0 246487 0 0 307346 6838 0 246487 -301357 26956 0 11316 12981 12981 41438 77237 77237 66542 4500 4500 66022 44863 44863 910367 611344 611344 11329 7647 4815 3682 3682 9177 9499 9499 1109677 764106 764106 7777 10076 90000 20000 97777 30076 X 1011900 734030 1011900 734030 1109677 764106 1011900 -301357 23487 734030 0 734030 PUBLICLY TRADED SECURITIES P 2015-01-01 2020-12-31 315914 319600 -3686 -3686 -3686 0 375 0 375 0 375 1697 0 0 0 1697 0 1322 1322 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 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 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 NONE 0 NONE 0 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. 81381 "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. 16795 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. 13187 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. 1253 0 757079 85582 49108 891769 0 0 891769 13377 878392 43920 X 246487 0 246487 0 246487 2005-01-20 X 0 0 0 0 0 0 0 0 0 0 246487 511522 372607 428709 1559325 0 0 0 0 0 246487 511522 372607 428709 1559325 0 0 29280 40432 58126 65740 193578 0 0 0 0 MARY B BERNAL SARAH B SMALLHOUSE X 0 0 14 33794 18 -27805 0 5989 0 5989 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 13018 6510 0 0 LEASEHOLD IMPROVEMENTS 2010-01-01 11329 7647 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. BLACKROCK ENERGY 24743 24743 TCW STRATEGIC INCOME FUND 20120 20120 ISHARES PREFERRED INCOME AT COST 56879 56879 ISHARES SELECT DIVIDEND AT COST 30297 30297 DOUBLELINE TOTAL RETURN AT COST 44726 44726 PIMCO INCOME AT COST 43717 43717 TCW EMERGING MARKETS INC AT COST 39257 39257 TCW TOTAL RETURN BOND AT COST 71260 71260 ABERDEEN US SMALL CAP AT COST 45141 45141 ARTISAN DEVELOPING WORLD AT COST 28578 28578 DODGE & COX AT COST 72137 72137 FIDELITY ADVISOR HEALTH AT COST 45076 45076 PIMCO COMMODITY REAL AT COST 23475 23475 SANDS CAPITAL GLOBAL AT COST 23131 23131 VANGUARD DIVIDEND GROWTH AT COST 63902 63902 VANGUARD HEALTH CARE AT COST 23768 23768 OTHER 11329 7647 3682 LEGAL 808 0 0 0 DEPOSITS 1625 1625 1625 EXCISE TAX RECOVERABLE 300 1369 1369 NET INTANGIBLE ASSETS 7252 6493 6493 DUE FROM RELATED ENTITY 12 12 BUSINESS EXPENSES 61 0 0 31 POSTAGE AND DELIVERY 203 0 0 39 SUPPLIES 8343 0 0 7348 DUES, SUBSCRIPTIONS AND REFERENCE 1760 0 0 1760 COMPUTER/INTERNET EXPENSE 10471 0 0 2592 INSURANCE 1711 0 0 0 WORKSHOPS 7000 0 0 7000 PRINTING AND REPRODUCTION 97 0 0 0 EQUIPMENT 250 0 0 0 AMORTIZATION 759 0 0 0 NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS 23487 TECHNICAL CONTRACT LABOR 121810 0 0 121345 EXCISE TAXES 328 328 0 0