THOMAS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THOMAS FAMILY FOUNDATION (EIN 30-6304249)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202441359349101339
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T09:34:06-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14004 SUMMIT BLVD NE SUITE 800AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30319ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306304249EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE THOMAS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHOMBusinessNameControlTxt
Phone9043460836PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13918 ALHAMBRA DR WAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEE THOMASPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9043460836PhoneNum
Signature2024-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLEEPersonFirstNm
Person LastTHOMASPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT M POHARPreparerPersonNm
PTINP00110577PTIN
Phone7703948000PhoneNum
Preparation2024-05-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,054,534FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$824,315ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,027InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,027InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$287,438DividendsRevAndExpnssAmt
Dividends Net Invst Incm$287,438DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$95,785NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,132,082GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$95,785CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,208,565TotalRevAndExpnssAmt
Total Net Invst Incm$384,250TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$19,765TaxesRevAndExpnssAmt
Taxes Net Invst Incm$14,597TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$484OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$242OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$242OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,749TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,089TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,492TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$565,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$565,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$593,749TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,089TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$569,492TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$614,816ExcessRevenueOverExpensesAmt
Net Investment Income$365,161NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$173,308SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$738,060SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$738,060SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$10,415,734CorporateStockBOYAmt
Corporate Stock EOY$10,027,088CorporateStockEOYAmt
Corporate Stock EOYFMV$12,307,721CorporateStockEOYFMVAmt
Other Assets BOY$452OtherAssetsBOYAmt
Other Assets EOY$8,753OtherAssetsEOYAmt
Other Assets EOYFMV$8,753OtherAssetsEOYFMVAmt
Total Assets BOY$10,589,494TotalAssetsBOYAmt
Total Assets EOY$10,773,901TotalAssetsEOYAmt
Total Assets EOYFMV$13,054,534TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,589,494RetainedEarningBOYAmt
Retained Earning EOY$10,773,901RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,589,494TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,773,901TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,589,494TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,773,901TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,589,494TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$614,816ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,204,310SubtotalAmt
Other Decreases$430,409OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,773,901TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SCHWAB #7179 ST2023-12-31$32,671$34,503-$1,832-$1,832
SCHWAB #7179 LT2023-12-31$1,003,324$1,001,794$1,530$1,530
CAPITAL GAINS DIVIDENDS$96,087$96,087$96,087P
FieldValueIRS element (for citing)
Capital Gain Net Income$95,785CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,076InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,076SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,076TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,240EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,240TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$836TaxDueAmt

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 StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLEE M THOMASIndividualWithBooksNm
Phone9043460836PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13918 ALHAMBRA DR WAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32207ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
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
LEE M THOMAS
3918 ALHAMBRA DR WJACKSONVILLEFL32207TRUSTEE1.00$0$0$0
DOROTHY B THOMAS
3918 ALHAMBRA DR WJACKSONVILLEFL32207TRUSTEE1.00$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$11,689,266AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$268,232AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,957,498TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,957,498AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$179,362CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,778,136NetVlNoncharitableAssetsAmt
Minimum Investment Return$588,907MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$588,907MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,076TaxBasedOnInvestmentIncomeAmt
Total Tax$5,076TotalTaxAmt
Distributable Before Adj$583,831DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$583,831DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$583,831DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$569,492ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$569,492QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$583,831DistributableAsAdjustedAmt
Undistributed Income PY$560,594UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$569,492QualifyingDistributionsAmt
Applied To Year1$560,594AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,898AppliedToCurrentYearAmt
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$574,933UndistributedIncomeCYAmt
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 ManagerLEE M THOMASContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BOYS & GIRLS CLUBS OF NORTHEAST FLORIDA
10 S NEWNAN STJACKSONVILLEFL32202NONEPCGENERAL OPERATIONS$50,000
CASHIERS-HIGHLANDS HUMANE SOCIETY
200 GAMEL STCASHIERSNC28717NONEPCGENERAL OPERATIONS$25,000
GATEWAY INC
3828 W TAYLOR STCHICAGOIL60624NONEPCGENERAL OPERATIONS$10,000
IM SULZBACHER CENTER FOR THE HOMELESS
611 E ADAMS STJACKSONVILLEFL32202NONEPCGENERAL OPERATIONS$5,000
K9S FOR WARRIORS
114 CAMP K9 ROADPONTE VEDRAFL32081NONEPCGENERAL OPERATIONS$105,000
NORTH FLORIDA SCHOOL OF SPECIAL EDUCATION
223 MILL CREEK RDJACKSONVILLEFL32211NONEPCGENERAL OPERATIONS$75,000
SEWANEE THE UNIVERSITY OF THE SOUTH
735 UNVERSITY AVESEWANEETN37383NONEPCGENERAL OPERATIONS$50,000
ST STEPHEN EPISCOPAL CHURCH
307 LONGTOWN ROADRIDGEWAYSC29130NONEPCGENERAL OPERATIONS$10,000
TIGER ACADEMY
6079 BAGLEY RDJACKSONVILLEFL32209NONEPCGENERAL OPERATIONS$25,000
UNITED WAY OF NORTHEAST FLORIDA
JESSIE BALL DUPONT CENTER 40 EJACKSONVILLEFL32202NONEPCGENERAL OPERATIONS$30,000ADAMS ST 200
VIRGINIA EPISCOPAL SCHOOL
400 VES ROAD PO BOX 408LYNCHBURGVA24505NONEPCGENERAL OPERATIONS$100,000
WORLD RESOURCE INSTITUTE
10 G STREET NE SUITE 800WASHINGTONDC20002NONEPCGENERAL OPERATIONS$10,000
ASPCA
1320 NW 62ND STREETMIAMIFL33147NONEPCGENERAL OPERATIONS$5,000
GLENN GARCELON FOUNDATION
PO BOX 3142COPPELLTX75019NONEPCGENERAL OPERATIONS$5,000
TOWN OF RIDGEWAY
170 SOUTH DOGWOOD AVERIDGEWAYSC29130NONEPCGENERAL OPERATIONS$50,000
SALVATION ARMY
1424 NORTHEAST EXPYBROOKHAVENGA30319NONEPCGENERAL OPERATIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$565,000TotalGrantOrContriPdDurYrAmt
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$1,027ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$287,438ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$95,785ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$384,250ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$384,250TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLEE M THOMASContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13918 ALHAMBRA DR WAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32207ZIPCd
FieldValueIRS element (for citing)
Total Contributions$824,315TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property900 SHARES OF BROADCOM, INCNoncashPropertyDesc
Fair Market Value$824,315FairMarketValueAmt
Received2023-10-13ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,500Amt
Net Investment Income$4,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,250DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB 7179StockNm
EOY Book Value$10,027,088EOYBookValueAmt
EOYFMV$12,307,721EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM BROKERDesc
BOY Book Value$452BOYBookValueAmt
EOY Book Value$8,753EOYBookValueAmt
EOYFMV$8,753EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
CURRENT YEAR BOOK/TAX DIFF ON CONTRIBUTED SECURITIES$315,181
BOOK TO TAX ADJUSTMENT ON DISPOSAL OF ASSETS$115,228

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$484RevenueAndExpensesPerBooksAmt
Net Investment Income$242NetInvestmentIncomeAmt
Disbursements Charitable Prps$242DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES CS #7179$14,597$14,597$0
2022 FEDERAL TAX DUE$928$0$0
2023 FEDERAL ESTIMATED TAX$4,240$0$0

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