THOMAS R BROWN FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS R BROWN FAMILY PRIVATE FOUNDATION (EIN 55-0899701)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-06
- IRS object ID
- 201733109349100318
- Schema version
- 2016v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-06T08:57:05-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550899701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS R BROWN FAMILY PRIVATE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| 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 | 1990 N Kolb Road | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary B Bernal | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2017-11-01 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,306,676 | 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 | $476,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $477,259 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$381,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,687,562 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,872 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $92,201 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $100,136 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $186,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $590,267 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $18,623 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,312 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $137,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $137,015 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,022 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,927 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $122 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $161,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,254 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,261,782 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,254 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,100,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,075,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $439,013 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,140,843 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,591,526 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,591,526 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $981,053 | AcctRcvblAmt |
| Acct Rcvbl BOY | $90,101 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $981,053 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $981,053 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,972,219 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,256,003 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,256,003 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $999,970 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $999,970 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $400,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $400,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $400,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $400,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $36,593,555 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,016,981 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,016,981 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $24,970 | OtherAssetsBOYAmt |
| Other Assets EOY | $61,143 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $61,143 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,221,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,306,676 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,306,676 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $38,280 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $30,066 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $38,280 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,066 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $41,183,408 | UnrestrictedBOYAmt |
| Unrestricted EOY | $41,276,610 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,183,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,276,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,221,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,306,676 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,183,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,075,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,168,652 | OtherIncreasesAmt |
| Subtotal | $41,276,610 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $41,276,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2008-01-01 | 2016-12-31 | $4,678,313 | $4,670,497 | $7,816 | $7,816 |
| PUBLICLY TRADED SECURITIES | D | 2008-01-01 | 2016-12-31 | $7,596 | $4,193 | $3,403 | $3,403 |
| CENTERBRIDGE | P | 2011-01-01 | 2016-01-01 | $743 | $743 | $743 | |
| CENTERBRIDGE AIV III | P | 2011-01-01 | 2016-01-01 | $910 | $910 | $910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,872 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,223,922 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $43,182,357 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05150 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,140,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,422,442 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04817 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,125,457 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $43,675,412 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04867 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,036,903 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $42,192,333 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04828 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,137,689 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $42,432,731 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05038 | DistributionYr5Rt |
| Total Distribution | 0.246995 | TotalDistributionRt |
| Average Distribution | 0.049399 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $40,528,951 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,002,090 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,390 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,006,480 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,100,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,390 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,390 | SubtotalAmt |
| Tax Based On Investment Income | $4,390 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,947 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $33,947 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $29,557 | OverpaymentAmt |
| Applied To ES Tax | $14,557 | AppliedToESTaxAmt |
| Refund | $15,000 | RefundAmt |
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 | false | 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 | www.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 | 1990 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 | false | 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 | Yes (true) | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Mary B Bernal | ||||||
| 1990 N Kolb Road | Tucson | AZ | 85715 | CEO/Sec | 2.00 | $0 |
| Sarah B Smallhouse | ||||||
| 1990 N Kolb Road | Tucson | AZ | 85715 | Pres/Treas | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,896,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,586,751 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,662,542 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,146,143 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $41,146,143 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $617,192 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,528,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,026,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,026,448 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,390 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,390 | TotalTaxAmt |
| Distributable Before Adj | $2,022,058 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,022,058 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,022,058 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,100,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,100,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,390 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,095,610 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,022,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,083,396 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,100,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,083,396 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,604 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,005,454 | UndistributedIncomeCYAmt |
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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Thomas R Brown Family Foundation | |||||||
| PO Box 31930 | Tucson | AZ | 85751 | Related | Public | Support | $2,060,000 |
| MUDLARK THEATRE COMPANY | |||||||
| 1417 HINMAN AVE | EVANSTON | IL | 60201 | None | Public | Support | $2,500 |
| FRIENDS OF SABINO CANYON | |||||||
| PO BOX 31265 | TUCSON | AZ | 85701 | NONE | PUBLIC | SUPPORT | $7,500 |
| ST LUKES IN THE DESERT | |||||||
| 615 ADAMS STREET | TUCSON | AZ | 85705 | NONE | PUBLIC | SUPPORT | $10,000 |
| ARCHAEOLOGY SOUTHWEST | |||||||
| 300 N ASH ALLEY | TUCSON | AZ | 85701 | NONE | PUBLIC | SUPPORT | $10,000 |
| AZ CENTER FOR INVESTIGATIVE REPORTI | |||||||
| PO BOX 3665 | PHOENIX | AZ | 85030 | NONE | PUBLIC | SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,100,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $476,103 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$381,972 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Income/Loss | Desc |
| Business | 900099 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,201 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $186,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $186,332 | 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 | $18,623 | Amt |
| Net Investment Income | $9,312 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $999,970 | EOYBookValueAmt |
| EOYFMV | $999,970 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities | StockNm |
| EOY Book Value | $3,256,003 | EOYBookValueAmt |
| EOYFMV | $3,256,003 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $400,000 | CostOrOtherBasisAmt |
| Book Value | $400,000 | BookValueAmt |
| EOYFMV | $400,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRECIOUS METALS | FMV | $456,713 | $456,713 |
| Securities not traded on an open market | FMV | $21,835,556 | $21,835,556 |
| Mutual Funds | FMV | $8,928,070 | $8,928,070 |
| Real Estate Inv Trusts | FMV | $362,892 | $362,892 |
| Private Equities | FMV | $433,750 | $433,750 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCISE TAXES RECOVERABLE | $18,000 | $33,947 | $33,947 |
| Interest/Dividends receivable | $6,423 | $26,649 | $26,649 |
| Website in progress | $547 | $547 | $547 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Business expenses | Desc |
| Revenue And Expenses Per Books | $122 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Income/Loss | Desc |
| Revenue And Expenses Per Books | $92,201 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100,136 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BFIC Related expenses | $26,863 | $26,863 | $0 | $0 |
| Financial Management | $20,238 | $20,238 | $0 | $0 |
| NCM Management fees | $89,914 | $89,914 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign taxes | $4,927 | $4,927 |
| Property taxes | $1,095 |
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