2025-05-14T11:01:53-05:00 2024-12-31 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990PF 2024-01-01 306304249 THE THOMAS FAMILY FOUNDATION THOM 9043460836 3747 PEACHTREE RD NE APT B271 ATLANTA GA 30319 LEE THOMAS TRUSTEE 9043460836 2025-05-12 1 1 SCOTT M POHAR P00110577 7703948000 2025-05-12 2024 2025-03-06 01:10:19Z X X 16626168 X 987851 1149 1149 309808 309808 173010 993920 173010 1471818 483967 0 0 0 1576 788 788 9350 4675 4675 19894 13978 0 423 212 211 31243 19653 5674 575000 575000 606243 19653 580674 865575 464314 738060 602024 602024 10027088 9947791 16024144 8753 0 0 10773901 10549815 16626168 0 0 X 0 0 0 0 10773901 10549815 10773901 10549815 10773901 10549815 10773901 865575 0 11639476 1089661 10549815 SCHWAB #7179 LT 2024-12-31 785363 820910 -35547 -35547 CAPITAL GAINS DIVIDENDS P 208557 208557 208557 173010 6454 0 6454 0 6454 5080 0 0 0 5080 0 1374 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A LEE M THOMAS 9043460836 3747 PEACHTREE RD NE APT B271 ATLANTA GA 30319 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 14373030 299933 0 14672963 0 0 14672963 220094 14452869 722643 722643 6454 6454 716189 0 716189 0 716189 580674 0 580674 716189 574933 0 0 580674 574933 0 0 5741 0 0 0 0 0 0 0 0 710448 0 0 0 LEE M THOMAS X CASHIERS-HIGHLANDS HUMANE SOCIETY 200 GAMEL ST CASHIERS NC 28717 NONE PC GENERAL OPERATIONS 25000 GATEWAY INC 3828 W TAYLOR ST CHICAGO IL 60624 NONE PC GENERAL OPERATIONS 10000 GLENN GARCELON FOUNDATION PO BOX 3142 COPPELL TX 75019 NONE PC GENERAL OPERATIONS 10000 IM SULZBACHER CENTER FOR THE HOMELESS 611 E ADAMS ST JACKSONVILLE FL 32202 NONE PC GENERAL OPERATIONS 5000 JACKSONVILLE HUMANE SOCIETY 8464 BEACH BLVD JACKSONVILLE FL 32216 NONE PC GENERAL OPERATIONS 10000 K9S FOR WARRIORS 114 CAMP K9 ROAD PONTE VEDRA FL 32081 NONE PC GENERAL OPERATIONS 100000 NORTH FLORIDA SCHOOL OF SPECIAL EDUCATION 223 MILL CREEK RD JACKSONVILLE FL 32211 NONE PC GENERAL OPERATIONS 30000 SALVATION ARMY 1424 NORTHEAST EXPY BROOKHAVEN GA 30319 NONE PC GENERAL OPERATIONS 5000 ST STEPHEN EPISCOPAL CHURCH 307 LONGTOWN ROAD RIDGEWAY SC 29130 NONE PC GENERAL OPERATIONS 40000 TIGER ACADEMY 6079 BAGLEY RD JACKSONVILLE FL 32209 NONE PC GENERAL OPERATIONS 25000 VIRGINIA EPISCOPAL SCHOOL 400 VES ROAD PO BOX 408 LYNCHBURG VA 24505 NONE PC GENERAL OPERATIONS 195000 WORLD RESOURCE INSTITUTE 10 G STREET NE SUITE 800 WASHINGTON DC 20002 NONE PC GENERAL OPERATIONS 10000 LENBROOK SQUARE FOUNDATION 3747 PEACHTREE ROAD NE ATLANTA GA 30319 NONE PC GENERAL OPERATIONS 12000 BOYS & GIRLS CLUB OF THE PLATEAU PO BOX 1812 CASHIERS NC 28717 NONE PC GENERAL OPERATIONS 88000 SHRINERS HOSPITAL FOR CHILDREN PO BOX 31356 TAMPA FL 33631 NONE PC GENERAL OPERATIONS 5000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC GENERAL OPERATIONS 5000 575000 0 14 1149 14 309808 14 173010 0 483967 0 483967 0 0 0 0 0 0 0 0 0 0 X X 1 LEE M THOMAS 3918 ALHAMBRA DR W JACKSONVILLE FL 32207 143543 X X 2 LEE M THOMAS 3918 ALHAMBRA DR W JACKSONVILLE FL 32207 199581 X X 3 LEE M THOMAS 3918 ALHAMBRA DR W JACKSONVILLE FL 32207 426389 X X 4 LEE M THOMAS 3918 ALHAMBRA DR W JACKSONVILLE FL 32207 218338 X X 1 2155.6262 SHARES OF JENSEN QUALITY GROWTH FUND CLASS J 143543 2024-10-21 2 2470.0661 SHARES OF WALMART, INC 199581 2024-10-21 3 1229 SHARES OF EATON CORPORATION, PLC 426389 2024-10-21 4 1552.7890 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES 218338 2024-10-21 ACCOUNTING FEES 9350 4675 4675 CHARLES SCHWAB 7179 9947791 16024144 LEGAL FEES 1576 788 788 DUE FROM BROKER 8753 0 0 CURRENT YEAR BOOK/TAX DIFF ON CONTRIBUTED SECURITIES 567949 CHANGES IN BOOK VALUE TO COST BASIS 521712 INVESTMENT FEES 423 212 211 FOREIGN TAXES CS #7179 13978 13978 0 2023 FEDERAL TAX DUE 836 0 0 2024 FEDERAL ESTIMATED TAX 5080 0 0