BETA

THOMAS R BROWN FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THOMAS R BROWN FAMILY PRIVATE FOUNDATION (EIN 55-0899701)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-10
IRS object ID
202103149349101500
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-10T10:21:59-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN860360084PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HBL CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15470 E BROADWAY BLVDAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85711ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN550899701EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS R BROWN FAMILY PRIVATEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTHOMBusinessNameControlTxt
Phone5202982828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11990 N KOLB ROADAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85715ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY B BERNALPersonNm
Person TitleCEOPersonTitleTxt
Phone5202982828PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYPersonFirstNm
Person LastBERNALPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACQUIE IVEYPreparerPersonNm
PTINP00235738PTIN
Phone5208863181PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$48,165,569FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,450InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,450InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,054,012DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,054,012DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$473,602NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,761,185GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,307,695CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$171,530OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$581,860TotalRevAndExpnssAmt
Total Net Invst Incm$3,534,687TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,862AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,431AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$160,564OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$160,564OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$55,551TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$959OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$237,936TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$170,995TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,265,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,265,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,502,936TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$170,995TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,265,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,921,076ExcessRevenueOverExpensesAmt
Net Investment Income$3,363,692NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,851,963SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,032,720SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,032,720SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,603,885CorporateStockBOYAmt
Corporate Stock EOY$4,782,325CorporateStockEOYAmt
Corporate Stock EOYFMV$4,782,325CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,043,179CorporateBondsBOYAmt
Corporate Bonds EOY$1,050,586CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,050,586CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$53,457InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$400,000LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$53,457LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$53,457LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$36,449,183OtherInvestmentsBOYAmt
Other Investments EOY$39,810,897OtherInvestmentsEOYAmt
Other Investments EOYFMV$39,810,897OtherInvestmentsEOYFMVAmt
Other Assets BOY$295OtherAssetsBOYAmt
Other Assets EOY$1,435,584OtherAssetsEOYAmt
Other Assets EOYFMV$1,435,584OtherAssetsEOYFMVAmt
Total Assets BOY$44,348,505TotalAssetsBOYAmt
Total Assets EOY$48,165,569TotalAssetsEOYAmt
Total Assets EOYFMV$48,165,569TotalAssetsEOYFMVAmt
Accounts Payable BOY$30,021AccountsPayableBOYAmt
Accounts Payable EOY$35,782AccountsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$18,134OtherLiabilitiesEOYAmt
Total Liabilities BOY$30,021TotalLiabilitiesBOYAmt
Total Liabilities EOY$53,916TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$44,318,484NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$48,111,653NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$44,318,484TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$48,111,653TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$44,348,505TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$48,165,569TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$44,318,484TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,921,076ExcessRevenueOverExpensesAmt
Other Increases$6,092,072OtherIncreasesAmt
Subtotal$48,489,480SubtotalAmt
Other Decreases$377,827OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$48,111,653TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIES$3,345,929$3,381,527-$35,598-$35,598
MS GLOBAL DIST OPP FUND-LIQ$197,647$247,845-$50,198-$50,198P2007-01-012020-03-05
PRIV MKTS FUND III (CAYMAN)-LIQ$246,953$347,147-$100,194-$100,194P2006-01-012020-01-31
SUN VALLEY GOLD INTL-LIQ$1,434,976$850,000$584,976$584,976P2008-01-012020-12-31
KKR HEALTH CARE STRATEGIC GROWTH FUND$4,347$4,347$4,347P
KKR HEALTH CARE STRATEGIC GROWTH FUND$11,158$11,158$11,158P
CANYON FINANCE IRELAND$316$316$316P
DAVIDSON KEMPNER LT DIST OPP INTL AIV$29-$29-$29P
DAVIDSON KEMPNER INTERNATIONAL (BVI) LTD$13,816$13,816$13,816P
PUBLICLY TRADED SECURITIES$1,446,897$1,626,942-$180,045-$180,045
MS GLOBAL DIST OPP FUND-LIQ$415,140$415,140$415,140P2007-01-012020-03-05
PRIV MKTS FUND III (CAYMAN)-LIQ$1,644,006$1,644,006$1,644,006P2006-01-012020-01-31
FieldValueIRS element (for citing)
Capital Gain Net Income$2,307,695CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$175,698NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$46,755InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$46,755SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$46,755TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$26,685EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$50,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$76,685TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$29,930OverpaymentAmt
Applied To ES Tax$29,930AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressBROWNFOUNDATIONS.ORGWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone5202982828PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11990 N KOLB ROADAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85715ZIPCd
FieldValueIRS element (for citing)
Tax Exempt Interest$0TaxExemptInterestAmt
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY B BERNAL
1990 N KOLB ROADTUCSONAZ85715CEO/SEC2.00$0$0$0
SARAH B SMALLHOUSE
1990 N KOLB ROADTUCSONAZ85715PRES/TREAS2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$19,679,039AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,682,849AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$20,153,353FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$42,515,241TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$42,515,241AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$637,729CashDeemedCharitableAmt
Net Vl Noncharitable Assets$41,877,512NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,093,876MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,093,876MinimumInvestmentReturnAmt
Tax Based On Investment Income$46,755TaxBasedOnInvestmentIncomeAmt
Total Tax$46,755TotalTaxAmt
Distributable Before Adj$2,047,121DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,047,121DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,047,121DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,265,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,265,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,265,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,047,121DistributableAsAdjustedAmt
Undistributed Income PY$2,077,654UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,265,000QualifyingDistributionsAmt
Applied To Year1$2,077,654AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$187,346AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,859,775UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARY B BERNALContributingManagerNm
Contributing ManagerSARAH B SMALLHOUSEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PANETTA INSTITUTE FOR PUBLIC POLICY
2051 INTER-GARRISON RDMARINACA93933NONEPUBLICSUPPORT$2,500
MUSEUM OF NORTHERN ARIZONA
3101 N FORT VALLEY RDFLAGSTAFFAZ86001NONEPUBLICSUPPORT$2,500
MARINES' MEMORIAL FOUNDATION
609 SUTTER STSAN FRANCISCOCA94102NONEPUBLICSUPPORT$2,500
UHS FOUNDATION & ALUMNI ASSOCIATION
PO BOX 12548TUCSONAZ85711NONEPUBLICSUPPORT$5,000
STATES NEWSROOM ARIZONA MIRROR
126 C ST NW FL 3WASHINGTONDC20001NONEPUBLICSUPPORT$5,000
COMMUNITY FOOD BANK OF SOUTHERN AZ
3003 S COUNTRY CLUB RDTUCSONAZ85713NONEPUBLICSUPPORT$5,000
AMERIND FOUNDATION INC
PO BOX 400DRAGOONAZ85609NONEPUBLICSUPPORT$7,500
TUCSON MUSEUM OF ART
140 N MAIN AVETUCSONAZ85701NONEPUBLICSUPPORT$10,000
TVES PARENT-TEACHER GROUP
2600 N FENNIMORE AVETUCSONAZ85749NONEPUBLICSUPPORT$10,000
UNIVERSITY OF ARIZONA FOUNDATION
1111 N CHERRY AVETUCSONAZ85721NONEPUBLICSUPPORT$15,000
COMMUNITY FOUNDATION OF SOUTHERN AZ
5049 E BROADWAY BLVDTUCSONAZ85711NONEPUBLICSUPPORT$100,000
THOMAS R BROWN FAMILY FOUNDATION
PO BOX 31930TUCSONAZ85751RELATEDPUBLICSUPPORT$2,100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,265,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,450ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,054,012ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$473,602ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$581,860ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$581,860TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$20,862Amt
Net Investment Income$10,431NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationFOR 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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDS HELD IN BROKERAGE ACCTSBondNm
EOY Book Value$1,050,586EOYBookValueAmt
EOYFMV$1,050,586EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES HELD IN BROKERAGE ACCOUNTStockNm
EOY Book Value$4,782,325EOYBookValueAmt
EOYFMV$4,782,325EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PRECIOUS METALSFMV$751,808$751,808
MUTUAL FUNDS HELD IN BROKERAGE ACCOUNTSFMV$16,693,450$16,693,450
SECURITIES NOT TRADED ON AN OPEN MARKETFMV$21,991,549$21,991,549
REAL ESTATE INV TRUSTS HELD IN BROKERAGEFMV$374,090$374,090

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PREPAID INSURANCE$295$295$295
ACCRUED INT & DIV$0$313$313
DISTRIBUTIONS RECEIVABLE$0$1,434,976$1,434,976

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$377,827Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BUSINESS EXPENSES$285$0$0$0
INSURANCE$456$0$0$0
PENALTIES$218$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOME/LOSSDesc
Revenue And Expenses Per Books$0RevenueAndExpensesPerBooksAmt
Net Investment Income$171,530NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAINS OR LOSSES ON INVESTMENTSDesc
Amt$6,092,072Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
EXCISE TAX PAYABLE$0$17,134
UBIT PAYABLE$0$1,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFINANCIAL MANAGEMENTCategoryTxt
Amt$160,564Amt
Net Investment Income$160,564NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROPERTY TAXES$1,270$0$0$0
EXCISE/UBI TAXES$54,281$0$0$0

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