THOMAS R BROWN FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS R BROWN FAMILY PRIVATE FOUNDATION (EIN 55-0899701)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201443159349100239
- Schema version
- 2013v3.1
- 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
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T12:45:17-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBL CPAs PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5656 E Grant Rd Ste 200 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85715 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary B Bernal | PersonNm |
| Person Title | CEO/SECRETARY | PersonTitleTxt |
| Signature | 2014-11-05 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,862,357 | 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 | $405,144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $399,523 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,421,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,219,516 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $216,689 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,987 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $811,717 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,647,026 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $17,701 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $18,579 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,289 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $171,154 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $171,154 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $27,814 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,268 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $108 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $235,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $192,711 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,375,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $192,711 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,140,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,563,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,454,315 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,204,899 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,265,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,265,885 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $90,028 | AcctRcvblAmt |
| Acct Rcvbl BOY | $70,544 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $90,028 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $90,028 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,928,025 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,089,328 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,089,328 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $522,624 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $522,624 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $522,624 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $522,624 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $34,600,983 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,886,213 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,886,213 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,607 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,279 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,279 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,329,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,862,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,862,357 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $28,304 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $44,976 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,829 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,576 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $31,133 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,552 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $42,298,549 | UnrestrictedBOYAmt |
| Unrestricted EOY | $43,814,805 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,298,549 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,814,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,329,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,862,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,298,549 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,563,639 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,079,899 | OtherIncreasesAmt |
| Subtotal | $43,814,809 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,814,805 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt |
|---|---|
| Capital Gain Dividends | |
| $1,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,219,516 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,036,903 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $42,192,333 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04828 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,137,689 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $42,432,731 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05038 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,113,566 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,776,777 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04941 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,340,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $41,875,059 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05588 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,260,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $46,530,411 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02708 | DistributionYr5Rt |
| Total Distribution | 0.23102 | TotalDistributionRt |
| Average Distribution | 0.04621 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $43,675,412 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,018,022 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,543 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,032,565 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,140,000 | 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 | $14,543 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,543 | SubtotalAmt |
| Tax Based On Investment Income | $14,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,992 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $25,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $36,992 | TotalPaymentsAndCreditsAmt |
| Overpayment | $22,449 | OverpaymentAmt |
| Applied To ES Tax | $15,000 | AppliedToESTaxAmt |
| Refund | $7,449 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85715 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Mary B Bernal | ||||||
| 6720 E Camino Principal 203 | Tucson | AZ | 85715 | CEO/Sec | 1.00 | $0 |
| Sarah B Smallhouse | ||||||
| 6720 E Camino Principal 203 | Tucson | AZ | 85715 | Pres/Treas | 1.00 | $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 | $14,982,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,035,788 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,322,111 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,340,520 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $44,340,520 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $665,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,675,412 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,183,771 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,183,771 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,543 | TotalTaxAmt |
| Distributable Before Adj | $2,169,228 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,169,228 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,169,228 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,140,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,140,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,543 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,125,457 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,169,228 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,089,981 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,140,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,089,981 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,019 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,119,209 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Thomas R Brown Family Foundation | |||||||
| PO Box 31930 | Tucson | AZ | 85751 | Related | Public | Support | $2,000,000 |
| MUDLARK THEATRE COMPANY | |||||||
| 1417 HINMAN AVE | EVANSTON | IL | 60201 | None | Public | Support | $5,000 |
| PATRONATO SAN XAVIER | |||||||
| PO BOX 522 | TUCSON | AZ | 85702 | NONE | PUBLIC | SUPPORT | $10,000 |
| FRIENDS OF SABINO CANYON | |||||||
| PO BOX 31265 | TUCSON | AZ | 85701 | NONE | PUBLIC | SUPPORT | $5,000 |
| ST LUKES IN THE DESERT | |||||||
| 615 ADAMS STREET | TUCSON | AZ | 85705 | NONE | PUBLIC | SUPPORT | $10,000 |
| COMMUNITY FOUNDATION FOR SOUTHERN AZ | |||||||
| 2250 E BROADWAY BLVD | TUCSON | AZ | 85719 | NONE | PUBLIC | SUPPORT | $100,000 |
| NATIONAL CENTER FOR YOUTH LAW | |||||||
| 405 14TH STREET 15TH FLOOR | OAKLAND | CA | 94612 | NONE | PUBLIC | SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,140,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $405,144 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $189,884 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Income/Loss | Desc |
| Business | 900099 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216,689 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $811,717 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $811,717 | 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 | $18,579 | Amt |
| Net Investment Income | $9,289 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities | StockNm |
| EOY Book Value | $8,089,328 | EOYBookValueAmt |
| EOYFMV | $8,089,328 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $522,624 | CostOrOtherBasisAmt |
| Book Value | $522,624 | BookValueAmt |
| EOYFMV | $522,624 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRECIOUS METALS | FMV | $481,099 | $481,099 |
| Securities not traded on an open market | FMV | $24,885,523 | $24,885,523 |
| Partnerships, LLC's, Trusts | FMV | $93,492 | $93,492 |
| Mutual Funds | FMV | $5,792,225 | $5,792,225 |
| Real Estate Inv Trusts | FMV | $209,034 | $209,034 |
| Private Equities | FMV | $424,840 | $424,840 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $17,701 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| INCOME TAXES RECOVERABLE | $150 | $150 | |
| Interest/Dividends receivable | $7,582 | $7,582 | $2,060 |
| 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 | $108 | 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 | $216,689 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27,987 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Taxes Payable | Desc |
| BOY Book Value | $2,829 | BOYBookValueAmt |
| EOY Book Value | $2,576 | EOYBookValueAmt |
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 | $29,960 | $29,960 | $0 | $0 |
| Financial Management | $42,933 | $42,933 | $0 | $0 |
| NCM Management fees | $98,261 | $98,261 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise/UBI taxes | $14,543 | |
| Foreign taxes | $12,183 | $12,183 |
| Property taxes | $1,003 | |
| State taxes | $85 | $85 |
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