THOMAS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS FAMILY FOUNDATION (EIN 30-6304249)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202521349349100847
- Schema version
- 2024v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T11:01:53-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 994625061 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRI ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4004 SUMMIT BLVD NE SUITE 800 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306304249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 9043460836 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3747 PEACHTREE RD NE APT B271 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE THOMAS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9043460836 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT M POHAR | PreparerPersonNm |
| PTIN | P00110577 | PTIN |
| Phone | 7703948000 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $16,626,168 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $987,851 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,149 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,149 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $309,808 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $309,808 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $173,010 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $993,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,010 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,471,818 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $483,967 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,576 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $788 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $788 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,675 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $19,894 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,978 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $423 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $212 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $211 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,674 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $575,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $575,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $606,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $580,674 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $865,575 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $464,314 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $738,060 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $602,024 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $602,024 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,027,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,947,791 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,024,144 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $8,753 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,773,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,549,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,626,168 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,773,901 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,549,815 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,773,901 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,549,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,773,901 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,549,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,773,901 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $865,575 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,639,476 | SubtotalAmt |
| Other Decreases | $1,089,661 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,549,815 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| SCHWAB #7179 LT | 2024-12-31 | $785,363 | $820,910 | -$35,547 | -$35,547 | |
| CAPITAL GAINS DIVIDENDS | $208,557 | $208,557 | $208,557 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,010 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,454 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,454 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,454 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,374 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LEE M THOMAS | IndividualWithBooksNm |
| Phone | 9043460836 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3747 PEACHTREE RD NE APT B271 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEE M THOMAS | ||||||||
| 3747 PEACHTREE RD NE APT B271 | ATLANTA | GA | 30319 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DOROTHY B THOMAS | ||||||||
| 3747 PEACHTREE RD NE APT B271 | ATLANTA | GA | 30319 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,373,030 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $299,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,672,963 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,672,963 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $220,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,452,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $722,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $722,643 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,454 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,454 | TotalTaxAmt |
| Distributable Before Adj | $716,189 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $716,189 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $716,189 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $580,674 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $580,674 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $716,189 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $574,933 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $580,674 | QualifyingDistributionsAmt |
| Applied To Year1 | $574,933 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,741 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $710,448 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEE M THOMAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CASHIERS-HIGHLANDS HUMANE SOCIETY | |||||||
| 200 GAMEL ST | CASHIERS | NC | 28717 | NONE | PC | GENERAL OPERATIONS | $25,000 |
| GATEWAY INC | |||||||
| 3828 W TAYLOR ST | CHICAGO | IL | 60624 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| GLENN GARCELON FOUNDATION | |||||||
| PO BOX 3142 | COPPELL | TX | 75019 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| IM SULZBACHER CENTER FOR THE HOMELESS | |||||||
| 611 E ADAMS ST | JACKSONVILLE | FL | 32202 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| JACKSONVILLE HUMANE SOCIETY | |||||||
| 8464 BEACH BLVD | JACKSONVILLE | FL | 32216 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| K9S FOR WARRIORS | |||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | NONE | PC | GENERAL OPERATIONS | $100,000 |
| NORTH FLORIDA SCHOOL OF SPECIAL EDUCATION | |||||||
| 223 MILL CREEK RD | JACKSONVILLE | FL | 32211 | NONE | PC | GENERAL OPERATIONS | $30,000 |
| SALVATION ARMY | |||||||
| 1424 NORTHEAST EXPY | BROOKHAVEN | GA | 30319 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| ST STEPHEN EPISCOPAL CHURCH | |||||||
| 307 LONGTOWN ROAD | RIDGEWAY | SC | 29130 | NONE | PC | GENERAL OPERATIONS | $40,000 |
| TIGER ACADEMY | |||||||
| 6079 BAGLEY RD | JACKSONVILLE | FL | 32209 | NONE | PC | GENERAL OPERATIONS | $25,000 |
| VIRGINIA EPISCOPAL SCHOOL | |||||||
| 400 VES ROAD PO BOX 408 | LYNCHBURG | VA | 24505 | NONE | PC | GENERAL OPERATIONS | $195,000 |
| WORLD RESOURCE INSTITUTE | |||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| LENBROOK SQUARE FOUNDATION | |||||||
| 3747 PEACHTREE ROAD NE | ATLANTA | GA | 30319 | NONE | PC | GENERAL OPERATIONS | $12,000 |
| BOYS & GIRLS CLUB OF THE PLATEAU | |||||||
| PO BOX 1812 | CASHIERS | NC | 28717 | NONE | PC | GENERAL OPERATIONS | $88,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| PO BOX 31356 | TAMPA | FL | 33631 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $575,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,149 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $309,808 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,010 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $483,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $483,967 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LEE M THOMAS | |||||||
| 1 | 3918 ALHAMBRA DR W | JACKSONVILLE | FL | 32207 | $143,543 | Yes (X) | Yes (X) |
| LEE M THOMAS | |||||||
| 2 | 3918 ALHAMBRA DR W | JACKSONVILLE | FL | 32207 | $199,581 | Yes (X) | Yes (X) |
| LEE M THOMAS | |||||||
| 3 | 3918 ALHAMBRA DR W | JACKSONVILLE | FL | 32207 | $426,389 | Yes (X) | Yes (X) |
| LEE M THOMAS | |||||||
| 4 | 3918 ALHAMBRA DR W | JACKSONVILLE | FL | 32207 | $218,338 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2155.6262 SHARES OF JENSEN QUALITY GROWTH FUND CLASS J | $143,543 | 2024-10-21 |
| 2 | 2470.0661 SHARES OF WALMART, INC | $199,581 | 2024-10-21 |
| 3 | 1229 SHARES OF EATON CORPORATION, PLC | $426,389 | 2024-10-21 |
| 4 | 1552.7890 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | $218,338 | 2024-10-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,350 | Amt |
| Net Investment Income | $4,675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,675 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB 7179 | StockNm |
| EOY Book Value | $9,947,791 | EOYBookValueAmt |
| EOYFMV | $16,024,144 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,576 | LegalFeesAmt |
| Net Investment Income | $788 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $788 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $8,753 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT YEAR BOOK/TAX DIFF ON CONTRIBUTED SECURITIES | $567,949 |
| CHANGES IN BOOK VALUE TO COST BASIS | $521,712 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $423 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $212 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $211 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES CS #7179 | $13,978 | $13,978 | $0 |
| 2023 FEDERAL TAX DUE | $836 | $0 | $0 |
| 2024 FEDERAL ESTIMATED TAX | $5,080 | $0 | $0 |