THOMAS R BROWN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS R BROWN FOUNDATION (EIN 46-0512598)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201843189349100844
- Schema version
- 2017v2.2
- 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
- Compensation Explanation
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T07:38:01-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 5656 E Grant Rd Ste 200 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 85751 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary B Bernal | PersonNm |
| Person Title | CEO/Secretary | PersonTitleTxt |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J DEVRIES | PreparerPersonNm |
| PTIN | P00748581 | PTIN |
| Phone | 5208863181 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,962,403 | 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 | $68,238 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,238 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,128 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $165,794 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,555 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $89,366 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,793 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $54,650 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $33,283 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,434 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,217 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $343,845 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,359 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $335,113 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,133 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $24,752 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $50,987 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $50,653 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $205 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $205 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,955 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $522,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,576 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $428,709 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $522,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,576 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $428,709 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$433,481 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,217 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,482 | CashBOYAmt |
| Cash EOY | $10,854 | CashEOYAmt |
| Cash EOYFMV | $10,854 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,551,437 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $107,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $107,822 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $31,109 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $30,910 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $30,910 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $645,368 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,795,043 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,795,043 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,249 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,213 | LandBOYAmt |
| Land EOY | $7,080 | LandEOYAmt |
| Land EOYFMV | $7,080 | LandEOYFMVAmt |
| Other Assets BOY | $19,828 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,694 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,694 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,263,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,962,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,962,403 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,888 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,364 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8,888 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,364 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,254,549 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,955,039 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,254,549 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,955,039 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,263,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,962,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,254,549 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$433,481 | ExcessRevenueOverExpensesAmt |
| Other Increases | $133,971 | OtherIncreasesAmt |
| Subtotal | $1,955,039 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,955,039 | 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 | 2012-01-01 | AcquiredDt |
| Sold | 2017-06-30 | SoldDt |
| Gross Sales Price | $165,794 | GrossSalesPriceAmt |
| Cost Or Other Basis | $153,239 | CostOrOtherBasisAmt |
| Gain Or Loss | $12,555 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $12,555 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,555 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $395,977 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,094,538 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.36178 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $369,562 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $954,222 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.38729 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $390,943 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,397,827 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.27968 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $307,479 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,714,972 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.17929 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $296,613 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,959,517 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.15137 | DistributionYr5Rt |
| Total Distribution | 1.359406 | TotalDistributionRt |
| Average Distribution | 0.271881 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,972,202 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $536,204 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $702 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $536,906 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $428,709 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,404 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,404 | SubtotalAmt |
| Tax Based On Investment Income | $1,404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $815 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,815 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,411 | OverpaymentAmt |
| Applied To ES Tax | $2,411 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | brownfoundations.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Mary B Bernal | ||||||
| PO Box 31930 | Tucson | AZ | 857511930 | CEO/Secretary | 2.00 | $0 |
| Sarah B Smallhouse | ||||||
| PO Box 31930 | Tucson | AZ | 857511930 | Pres/Treasurer | 2.00 | $0 |
| John L Carter | ||||||
| PO Box 31930 | Tucson | AZ | 857511930 | Vice President | 2.00 | $0 |
| Gerald Swanson | ||||||
| PO Box 31930 | Tucson | AZ | 857511930 | Trustee | 2.00 | $500 |
| Michael Hard | ||||||
| PO Box 31930 | Tucson | AZ | 857511930 | Trustee | 2.00 | $0 |
| Jack B Jewett | ||||||
| PO Box 31930 | Tucson | AZ | 857511930 | Trustee | 2.00 | $0 |
| Shaun Kirkpatrick | ||||||
| PO Box 31930 | TUCSON | AZ | 857511930 | Trustee | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara Gray Consulting LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 N Avenida Polacca | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85749 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Consulting | ServiceTypeTxt |
| Compensation | $99,410 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OFFICE OF ECONOMIC EDUCATIONThe Thomas R Brown Foundation (TRBF) continues its work with the University of Arizona Office of Economic Education (OEE) in providing outreach programs throughout six Southern Arizona counties. TRBF and the OEE offer programs in economics education to teachers outside Pima County, taking programs to rural counties through cooperative scheduling with district superintendents' offices and county school personnel. In furtherance of the 2017 TRBF Strategic Plan, the OEE now has reliable contacts in each of the target counties and delivers to those counties one elementary and one middle/high school-level program per school year. The OEE has also arranged for visiting professors to provide evening presentations for teachers. Finally, the OEE continues to coordinate the annual Micro- and Macroeconomic Summer Institute, taught by award-winning professors and classroom teachers. In 2017, OEE programs drew attendance of approximately 313 teachers, some of whom attend | Description1Txt |
| Expenses1 | $98,659 | Expenses1Amt |
| Description2 | V.O.T.E. (Voices on the Economy) SeriesThe VOTE series is designed to teach economic issues from multiple perspectives to inspire full civic engagement in developing and implementing economic policies. 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 economic perspectivespure capitalism, regulated capitalism, and democratic socialismappear both historically and in contemporary political discourse. The series begins with a three-day conference during which Dr. Amy Cramer teaches the historic foundations for the three perspectives, and then applies the perspectives to modern public policy issues, including rent control, minimum wage, and consumer safety regulations. As a sequel to the initial conference, Dr. Cramer offers eight additional workshops over a two-year period. The single day topics covered are healthcare, retirement security, the environment, internationa | Description2Txt |
| Expenses2 | $91,839 | Expenses2Amt |
| Description3 | THE THOMAS R BROWN PROFESSORSHIP IN ECONOMICSThe Thomas R Brown Professorship in Economics at the University of Arizona is a five-year commitment designed to support the retention of key faculty who strengthen both the Foundations local educational programs as well as research and work in economics. The Foundation does this directly through the University of Arizona by helping the UA retain key faculty. TRBF currently supports the work of Price Fishback, Ph.D., an internationally renowned author and researcher in economic history. In addition to Dr. Fishbacks leadership in academia, he also has taught workshops for Southern Arizona history, government and economics teachers. | Description3Txt |
| Expenses3 | $31,915 | Expenses3Amt |
| Description4 | TRB LecturerDuring the 2017-2018 school year, TRBF provided a salary supplement for UA Lecturer Wayne Geerling. Dr. Geerling is a nationally known economics professor who specializes in the teaching of economics. Consistent with its strategic plan, TRBF provided a three-year commitment for salary support in the amount of up to $20,000/year to recruit and retain Dr. Geerling due to his focus on economics teaching. | Description4Txt |
| Expenses4 | $20,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,461,208 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $487,111 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $53,917 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,002,236 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,002,236 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,034 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,972,202 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,610 | 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 | $428,709 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $428,709 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $428,709 | 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 |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $428,709 | CurrentYearAmt |
| Year1 | $396,108 | Year1Amt |
| Year2 | $369,743 | Year2Amt |
| Year3 | $391,801 | Year3Amt |
| Total | $1,586,361 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $428,709 | CurrentYearAmt |
| Year1 | $396,108 | Year1Amt |
| Year2 | $369,743 | Year2Amt |
| Year3 | $391,801 | Year3Amt |
| Total | $1,586,361 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $65,740 | CurrentYearAmt |
| Year1 | $36,485 | Year1Amt |
| Year2 | $31,807 | Year2Amt |
| Year3 | $46,594 | Year3Amt |
| Total | $180,626 | 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 |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,238 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,128 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89,366 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,366 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $12,434 | Amt |
| Net Investment Income | $6,217 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gerald Swanson | PersonNm |
| Short Explanation | Gerald Swanson was compensated solely for courses that he taught outside of his role as a trustee. | ShortExplanationTxt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Improvements | CategoryOrItemTxt |
| Cost Or Other Basis | $11,329 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $4,249 | AccumulatedDepreciationAmt |
| Book Value | $7,080 | BookValueAmt |
| EOYFMV | $7,080 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $1,625 | $1,625 | $1,625 |
| EXCISE TAX RECOVERABLE | $300 | $300 | $300 |
| Net Intangible Assets | $17,903 | $8,769 | $8,769 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Amortization | $2,326 | |
| Business Expenses | $3,629 | $235 |
| Computer/internet expense | $3,636 | $3,636 |
| Dues, subscriptions and reference | $1,443 | $1,443 |
| Insurance | $1,585 | |
| Loss on Old Website redesigned | $10,600 | |
| Postage and delivery | $114 | $16 |
| Supplies | $11,008 | $3,625 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Financial Management | $4,359 | $4,359 | $0 | $0 |
| Technical Contract Labor | $339,486 | $0 | $0 | $335,113 |