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GEORGE AND MARIAMMA THOMAS FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GEORGE AND MARIAMMA THOMAS FOUNDATION INC (EIN 47-2629973)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-01-14
IRS object ID
202230149349100313
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-01-14T05:24:41-00:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROOKS AND PETERSON CPAs LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16404 MANATEE AVE W STE JAddressLine1Txt
CityBRADENTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34209ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472629973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The George and Mariamma Thomas Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt
Phone9412244927PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14610 Riverview BlvdAddressLine1Txt
CityBradentonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGeorge ThomasPersonNm
Person TitleDirectorPersonTitleTxt
Signature2022-01-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGeorgePersonFirstNm
Person LastThomasPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEENA L PETERSONPreparerPersonNm
PTINP00450958PTIN
Phone9417926527PhoneNum
Preparation2022-01-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$269,476FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$5,021DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,021DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,021TotalRevAndExpnssAmt
Total Net Invst Incm$5,021TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,775AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,775AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,040OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,040OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$305TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,120TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,040TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,775TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,120TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,040TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,775TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,099ExcessRevenueOverExpensesAmt
Net Investment Income$2,981NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,984CashBOYAmt
Cash EOY$10,161CashEOYAmt
Cash EOYFMV$10,161CashEOYFMVAmt
Other Investments BOY$212,382OtherInvestmentsBOYAmt
Other Investments EOY$212,106OtherInvestmentsEOYAmt
Other Investments EOYFMV$259,315OtherInvestmentsEOYFMVAmt
Total Assets BOY$235,366TotalAssetsBOYAmt
Total Assets EOY$222,267TotalAssetsEOYAmt
Total Assets EOYFMV$269,476TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$235,366NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$222,267NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$235,366TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$222,267TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$235,366TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$222,267TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$235,366TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,099ExcessRevenueOverExpensesAmt
Subtotal$222,267SubtotalAmt
Tot Net Ast Or Fund Balances EOY$222,267TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$41InvestmentIncomeExciseTaxAmt
Subtotal$41SubtotalAmt
Tax Based On Investment Income$41TaxBasedOnInvestmentIncomeAmt
Tax Due$41TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGeorge ThomasIndividualWithBooksNm
Phone9412244927PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14610 Riverview BolvdAddressLine1Txt
CityBradentonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34209ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
George Thomas
4610 Riverview Blvd WBradentonFL34209President001.00$0
Mariamma Thomas
4610 Riverview Blvd WBradentonFL34209Sec. Treas001.00$0
Joseph Thomas
3610 Wingren DrIrvingTX75062Vice Pres.001.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$239,677AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,259AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$255,936TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$255,936AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,839CashDeemedCharitableAmt
Net Vl Noncharitable Assets$252,097NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,605MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,605MinimumInvestmentReturnAmt
Tax Based On Investment Income$41TaxBasedOnInvestmentIncomeAmt
Total Tax$41TotalTaxAmt
Distributable Before Adj$12,564DistributableBeforeAdjAmt
Distributable Before Ded$12,564DistributableBeforeDedAmt
Distributable As Adjusted$12,564DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,775ExpensesAndContributionsAmt
Qualifying Distributions$15,775QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,775AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,564DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$9,443ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,943ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,134ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,230ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$19,750TotalExcessDistributionCyovAmt
Qualifying Distributions$15,775QualifyingDistributionsAmt
Applied To Current Year$12,564AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,211RemainingDistriFromCorpusAmt
Total Corpus$22,961TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,443ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,518ExcessDistriCyovToNextYrAmt
Excess From Year4$3,943ExcessFromYear4Amt
Excess From Year3$3,134ExcessFromYear3Amt
Excess From Year2$3,230ExcessFromYear2Amt
Excess From Current Year$3,211ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNoneContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGeorge ThomasRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14610 Riverview Blvd WAddressLine1Txt
CityBradentonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34209ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9417482277RecipientPhoneNum
Form And Info And MaterialsNo special form. Written request accompanied by copy of organizations 501c3 IRS determination letter.FormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Boys & Girls Clubs of Manatee
5236 30th St W 2nd FloorBradentonFL34207nonePCGeneral purpose$1,000
Nassau Foundation
34 Mercer StreetPrincetonNJ08540nonePCGeneral purpose$5,000
Turning Points
701 17th Ave WBradentonFL34205nonePCGeneral purpose$2,000
Cardinal Mooney High School
4171 Fruitville RdSarasotaFL34232nonePCScholarships$3,000
St Joseph's catholic School
2990 26th St WBradentonFL34211nonePCScholarships$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,021ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,021ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,021TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting feesCategoryTxt
Amt$1,775Amt
Disbursements Charitable Prps$1,775DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (32 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Aberdeen US Small CapAT COST$5,521$7,825
Health Care Select SPDRAT COST$1,874$2,975
Ishares Core SP Mid-capAT COST$4,032$5,776
Ishares US Aerospace ETFAT COST$2,000$2,120
John Hancock Intl GrowthAT COST$10,727$15,339
Matthews Pacific Tiger FAT COST$2,332$2,608
Matthews Asia DividendAT COST$2,407$2,871
Pimco Income Fund CL 12AT COST$17,520$17,669
SPDR US Financial SectorAT COST$2,080$2,765
T Rowe Price DividendAT COST$5,415$8,928
Transamerica Short TermAT COST$8,693$8,893
Virtus Vontobel EmergingAT COST$3,958$4,896
Ishares Core SP Small CapAT COST$4,316$5,843
Ishares Russell 1000 GrowthAT COST$8,666$14,545
Ishares Russell 1000 ValueAT COST$13,124$15,820
Ishares 1-3 Year Treasury Bond ETFAT COST$13,117$13,369
Ishares MSCI ChinaAT COST$2,187$2,478
Ishares MSCI IndiaAT COST$4,376$6,075
Ishares Inc Core MSCI Emerging MKTS ETFAT COST$4,368$5,319
Ishares TR Core MSCI EAFAT COST$15,351$18,036
JP Morgan Exch EFT Ultra Short Inc ETFAT COST$8,784$8,829
SH TR Core Divid Growth ETFAT COST$6,565$8,296
Sector SPDR IndustrialAT COST$2,132$2,717
SPDR Gold TrustAT COST$6,520$7,975
First Eagle Overseas FundAT COST$8,791$9,400
Janus Henderson Enterprise FundAT COST$5,494$6,720
Columbia ConvertibleAT COST$4,395$5,915
Loomis Sayles Growth FundAT COST$8,791$12,967
Smead Value FundAT COST$8,791$11,412
Invesco Developing Markets FD CL YAT COST$4,395$5,194
Lord Abbett Short Duration Inc FD CL FAT COST$13,186$13,123
Eventide Healthcare Life Sciences FDAT COST$2,198$2,617

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment feesCategoryTxt
Amt$2,040Amt
Net Investment Income$2,040NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal taxesCategoryTxt
Amt$305Amt

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