GEORGE AND MARIAMMA THOMAS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE AND MARIAMMA THOMAS FOUNDATION INC (EIN 47-2629973)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-01-12
- IRS object ID
- 202140129349100604
- Schema version
- 2019v5.1
- 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 Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-12T12:45:02-06:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592142260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER SMITH LEONARD ET AL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 RINGLING BLVD SUITE 900 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472629973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE AND MARIAMMA THOMAS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 9417482277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4610 RIVERVIEW BLVD | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE THOMAS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9417482277 | PhoneNum |
| Signature | 2021-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E STANELL | PreparerPersonNm |
| PTIN | P01362173 | PTIN |
| Phone | 9419544040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $243,023 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,518 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,518 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,371 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156,918 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,371 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,889 | 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 |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,830 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,830 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $115 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,595 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,294 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,059 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,730 | CashBOYAmt |
| Cash EOY | $22,984 | CashEOYAmt |
| Cash EOYFMV | $22,984 | CashEOYFMVAmt |
| Other Investments BOY | $194,342 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $212,382 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $220,039 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $226,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $235,366 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $243,023 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $226,072 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $235,366 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $226,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $235,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $226,072 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $235,366 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $226,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,294 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $235,366 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $235,366 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (79 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ISHARES CHINA LARGECAP | 2018-08-20 | 2019-12-16 | $3,346 | $3,279 | $67 | $67 |
| VANGUARD FTSE EMERGING | 2018-02-05 | 2019-12-16 | $4,105 | $4,471 | -$366 | -$366 |
| VANGUARD FTSE EMERGING | 2018-02-28 | 2019-12-16 | $574 | $620 | -$46 | -$46 |
| ISHARES US AEROSPACE ETF | 2018-07-13 | 2019-12-16 | $1,130 | $1,000 | $130 | $130 |
| SPDR S&P DIVIDEND ETF | 2015-03-13 | 2019-12-16 | $11,092 | $7,963 | $3,129 | $3,129 |
| SPDR S&P 600 SMALL CAP | 2018-02-05 | 2019-12-16 | $2,736 | $2,518 | $218 | $218 |
| SPDR S&P 600 SMALL CAP | 2018-02-28 | 2019-12-16 | $432 | $399 | $33 | $33 |
| SPDR KBW REGIONAL BANKIN | 2018-02-05 | 2019-12-16 | $1,411 | $1,481 | -$70 | -$70 |
| SPDR KBW REGIONAL BANKIN | 2018-02-28 | 2019-12-16 | $176 | $188 | -$12 | -$12 |
| ISHARES CORE S&P 500 ETF | 2015-03-13 | 2019-12-16 | $11,182 | $7,228 | $3,954 | $3,954 |
| ISHARES CORE S&P 500 ETF | 2018-02-28 | 2019-12-16 | $958 | $831 | $127 | $127 |
| ISHARES TR RUSSELL 2000 | 2018-02-05 | 2019-12-16 | $1,477 | $1,366 | $111 | $111 |
| ISHARES TR RUSSELL 2000 | 2018-02-28 | 2019-12-16 | $328 | $305 | $23 | $23 |
| HEALTH CARE SELECT SPDR | 2018-02-05 | 2019-12-16 | $2,751 | $2,300 | $451 | $451 |
| SPDR US FINANCIAL SECTOR | 2018-02-05 | 2019-12-16 | $433 | $404 | $29 | $29 |
| SPDR S&P 500 ETF TRUST | 2018-02-05 | 2019-12-16 | $4,795 | $4,082 | $713 | $713 |
| SPDR S&P 500 ETF TRUST | 2018-02-28 | 2019-12-16 | $320 | $275 | $45 | $45 |
| FIRST EAGLE GLOBAL FUND | 2015-03-13 | 2019-12-16 | $5,143 | $4,487 | $656 | $656 |
| FIRST EAGLE GLOBAL FUND | 2015-12-18 | 2019-12-16 | $61 | $51 | $10 | $10 |
| FIRST EAGLE GLOBAL FUND | 2015-12-18 | 2019-12-16 | $61 | $52 | $9 | $9 |
| FIRST EAGLE GLOBAL FUND | 2016-12-15 | 2019-12-16 | $429 | $382 | $47 | $47 |
| FIRST EAGLE GLOBAL FUND | 2017-12-14 | 2019-12-16 | $61 | $57 | $4 | $4 |
| FIRST EAGLE GLOBAL FUND | 2017-12-14 | 2019-12-16 | $306 | $294 | $12 | $12 |
| FIRST EAGLE GLOBAL FUND | 2018-12-13 | 2019-12-16 | $306 | $263 | $43 | $43 |
| FIRST EAGLE GLOBAL FUND | 2018-12-13 | 2019-12-16 | $60 | $56 | $4 | $4 |
| PGIM SHORT TERM | 2018-02-05 | 2019-12-16 | $8,144 | $8,004 | $140 | $140 |
| PGIM SHORT TERM | 2018-02-05 | 2019-12-16 | $4 | $4 | $0 | $0 |
| TRANSAMERICA SHORT TERM | 2018-02-05 | 2019-12-16 | $4,123 | $4,078 | $45 | $45 |
| DOUBLELINE TOTAL RETURN | 2018-02-05 | 2019-12-16 | $6 | $6 | $0 | $0 |
| DOUBLELINE TOTAL RETURN | 2018-02-05 | 2019-12-16 | $4,855 | $4,787 | $68 | $68 |
| T ROWE PRICE DIVIDEND | 2018-02-05 | 2019-12-16 | $8,514 | $6,945 | $1,569 | $1,569 |
| MATTHEWS INDIA FUND | 2015-03-13 | 2019-12-16 | $983 | $1,109 | -$126 | -$126 |
| MATTHEWS INDIA FUND | 2015-07-14 | 2019-12-16 | $879 | $968 | -$89 | -$89 |
| MATTHEWS INDIA FUND | 2015-07-14 | 2019-12-16 | $26 | $29 | -$3 | -$3 |
| MATTHEWS INDIA FUND | 2015-12-10 | 2019-12-16 | $26 | $26 | $0 | $0 |
| MATTHEWS INDIA FUND | 2016-12-07 | 2019-12-16 | $26 | $26 | $0 | $0 |
| MATTHEWS INDIA FUND | 2016-12-07 | 2019-12-16 | $26 | $26 | $0 | $0 |
| MATTHEWS INDIA FUND | 2017-12-06 | 2019-12-16 | $26 | $33 | -$7 | -$7 |
| MATTHEWS INDIA FUND | 2018-02-28 | 2019-12-16 | $259 | $334 | -$75 | -$75 |
| MATTHEWS INDIA FUND | 2018-02-28 | 2019-12-16 | $26 | $33 | -$7 | -$7 |
| MATTHEWS INDIA FUND | 2018-12-12 | 2019-12-16 | $388 | $379 | $9 | $9 |
| MATTHEWS INDIA FUND | 2018-12-12 | 2019-12-16 | $9 | $10 | -$1 | -$1 |
| MATTHEWS ASIA DIVIDEND | 2018-03-23 | 2019-12-16 | $3,512 | $3,835 | -$323 | -$323 |
| ABERDEEN US SMALL CAP | 2018-02-05 | 2019-12-16 | $730 | $730 | $0 | $0 |
| DIAMOND HILL LONG | 2018-02-05 | 2019-12-16 | $12 | $12 | $0 | $0 |
| DIAMOND HILL LONG | 2018-02-05 | 2019-12-16 | $3,226 | $3,100 | $126 | $126 |
| CULLEN INTERNATIONAL | 2018-02-21 | 2019-12-16 | $3,441 | $3,568 | -$127 | -$127 |
| CULLEN INTERNATIONAL | 2018-02-28 | 2019-12-16 | $10 | $10 | $0 | $0 |
| CULLEN INTERNATIONAL | 2018-02-28 | 2019-12-16 | $2,703 | $2,775 | -$72 | -$72 |
| EATON VNCE RCHRD BRSTN | 2018-02-05 | 2019-12-16 | $5,602 | $5,794 | -$192 | -$192 |
| EATON VNCE RCHRD BRSTN | 2018-02-05 | 2019-12-16 | $12 | $13 | -$1 | -$1 |
| GUGGENHEIM FLOATING RATE | 2018-02-05 | 2019-12-16 | $7,713 | $7,957 | -$244 | -$244 |
| GUGGENHEIM FLOATING RATE | 2018-02-05 | 2019-12-16 | $10 | $11 | -$1 | -$1 |
| GUGGENHEIM MACRO | 2018-02-05 | 2019-12-16 | $3,036 | $3,165 | -$129 | -$129 |
| GUGGENHEIM MACRO | 2018-02-05 | 2019-12-16 | $16 | $16 | $0 | $0 |
| PIMCO SHORT TERM FD | 2018-02-05 | 2019-12-16 | $5 | $5 | $0 | $0 |
| PIMCO SHORT TERM FD | 2018-02-05 | 2019-12-16 | $11,001 | $11,136 | -$135 | -$135 |
| VIRTUS VONTOBEL EMERGING | 2015-03-13 | 2019-12-16 | $1,768 | $1,507 | $261 | $261 |
| INVESCO EUROPEAN GROWTH | 2018-02-05 | 2019-12-16 | $2,880 | $2,981 | -$101 | -$101 |
| INVESCO EUROPEAN GROWTH | 2018-02-28 | 2019-12-16 | $40 | $41 | -$1 | -$1 |
| INVESCO EUROPEAN GROWTH | 2018-02-28 | 2019-12-16 | $15 | $15 | $0 | $0 |
| INVESCO EUROPEAN GROWTH | 2018-02-28 | 2019-12-16 | $320 | $331 | -$11 | -$11 |
| MAINSTAY MACKAY | 2018-02-05 | 2019-12-16 | $3,330 | $3,088 | $242 | $242 |
| MAINSTAY MACKAY | 2018-05-25 | 2019-12-16 | $10 | $10 | $0 | $0 |
| MAINSTAY MACKAY | 2018-05-25 | 2019-12-16 | $4,670 | $4,598 | $72 | $72 |
| CHIRON CAPITAL | 2018-07-13 | 2019-12-16 | $8 | $8 | $0 | $0 |
| CHIRON CAPITAL | 2018-07-13 | 2019-12-16 | $3,023 | $3,139 | -$116 | -$116 |
| JOHN HANCOCK REGIONAL | 2018-02-28 | 2019-12-16 | $3 | $3 | $0 | $0 |
| JOHN HANCOCK REGIONAL | 2018-02-28 | 2019-12-16 | $1,651 | $1,691 | -$40 | -$40 |
| OAKMARK INTL FD CL | 2015-03-13 | 2019-12-16 | $5,848 | $5,722 | $126 | $126 |
| OAKMARK INTL FD CL | 2015-12-18 | 2019-12-16 | $250 | $215 | $35 | $35 |
| OAKMARK INTL FD CL | 2017-12-15 | 2019-12-16 | $150 | $164 | -$14 | -$14 |
| OAKMARK INTL FD CL | 2018-02-28 | 2019-12-16 | $25 | $28 | -$3 | -$3 |
| OAKMARK INTL FD CL | 2018-02-28 | 2019-12-16 | $1,000 | $1,151 | -$151 | -$151 |
| OAKMARK INTL FD CL | 2018-12-13 | 2019-12-16 | $10 | $11 | -$1 | -$1 |
| OAKMARK INTL FD CL | 2018-12-13 | 2019-12-16 | $350 | $295 | $55 | $55 |
| JP MORGAN GLOBAL | 2018-02-05 | 2019-12-16 | $6 | $6 | $0 | $0 |
| JP MORGAN GLOBAL | 2018-02-05 | 2019-12-16 | $6,500 | $6,267 | $233 | $233 |
| CAPITAL GAIN DIVIDENDS | 2019-08-31 | 2020-08-31 | $2,039 | $2,039 | $2,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,371 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $301 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $301 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $301 | 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 | GEORGE THOMAS | IndividualWithBooksNm |
| Phone | 9412244927 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4610 RIVERVIEW BLVD | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34209 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE THOMAS | ||||||||
| 4610 RIVERVIEW BLVD WEST | BRADENTON | FL | 34209 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARIAMMA THOMAS | ||||||||
| 4610 RIVERVIEW BLVD WEST | BRADENTON | FL | 34209 | SEC. & TREAS | 1.00 | $0 | $0 | $0 |
| JOSEPH THOMAS | ||||||||
| 3610 WINGREN DR | IRVING | TX | 75062 | VICE PRES. | 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 | $202,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $229,082 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $229,082 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $225,646 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $301 | TotalTaxAmt |
| Distributable Before Adj | $10,981 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,981 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,981 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,981 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,359 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,443 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,943 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,134 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,230 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,109 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,331 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,331 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,778 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $28 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,750 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,443 | ExcessFromYear4Amt |
| Excess From Year3 | $3,943 | ExcessFromYear3Amt |
| Excess From Year2 | $3,134 | ExcessFromYear2Amt |
| Excess From Year1 | $3,230 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE THOMAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4610 RIVERVIEW BLVD WEST | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9417482277 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM. WRITTEN REQUEST ACCOMPANIED BY COPY OF ORGANIZATION'S 501(C)(3) IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOPE FOR YOUTH INTERNATIONAL | |||||||
| 9727 WEST 145 TERRACE | OVERLAND PARK | KS | 66221 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| UNIVERSITY OF SOUTH FLORIDA FOUNDATION | |||||||
| 4202 EAST FOWLER AVENUE | TAMPA | FL | 33620 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,000 |
| WE CARE MANATEE INC | |||||||
| 200 RIVERSIDE DR E 4500 | BRADENTON | FL | 34208 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,000 | 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 | $4,518 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,371 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,889 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,889 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,650 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABERDEEN US SMALL CAP | AT COST | $5,521 | $5,699 |
| HEALTH CARE SELECT SPDR | AT COST | $1,874 | $2,382 |
| ISHARES CORE S&P MID-CAP | AT COST | $4,032 | $4,044 |
| ISHARES US AEROSPACE ETF | AT COST | $2,000 | $1,670 |
| JOHN HANCOCK INTL GROWTH | AT COST | $10,727 | $12,234 |
| MATTHEWS PACIFIC TIGER F | AT COST | $2,332 | $2,355 |
| MATTHEWS ASIA DIVIDEND | AT COST | $2,407 | $2,430 |
| PIMCO INCOME FUND CL 12 | AT COST | $17,770 | $17,171 |
| SPDR US FINANCIAL SECTOR | AT COST | $2,080 | $1,804 |
| T ROWE PRICE DIVIDEND | AT COST | $5,415 | $6,956 |
| TRANSAMERICA SHORT TERM | AT COST | $8,693 | $8,841 |
| VIRTUS VONTOBEL EMERGING | AT COST | $3,958 | $4,426 |
| ISHARES CORE S&P SMALL CAP | AT COST | $4,316 | $3,846 |
| ISHARES RUSSELL 1000 GROWTH | AT COST | $8,666 | $11,396 |
| ISHARES RUSSELL 1000 VALUE | AT COST | $13,124 | $11,825 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | AT COST | $13,117 | $13,417 |
| ISHARES MSCI CHINA | AT COST | $2,187 | $2,648 |
| ISHARES MSCI INDIA | AT COST | $4,376 | $4,171 |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | AT COST | $4,368 | $4,424 |
| ISHARES TR CORE MSCI EAF | AT COST | $15,351 | $14,436 |
| JP MORGAN EXCHANGE ETF ULTRA SHORT INCOME ETF | AT COST | $8,784 | $8,851 |
| ISH TR CORE DIVID GROWTH ETF | AT COST | $6,565 | $6,456 |
| SECTOR SPDR INDUSTRIAL | AT COST | $2,132 | $2,023 |
| SPDR GOLD TRUST | AT COST | $6,546 | $8,687 |
| FIRST EAGLE OVERSEAS FUND | AT COST | $8,791 | $8,209 |
| JANUS HENDERSON ENTERPRISE FUND | AT COST | $5,494 | $5,465 |
| COLUMBIA CONVERTIBLE | AT COST | $4,395 | $5,406 |
| LOOMIS SAYLES GROWTH FUND | AT COST | $8,791 | $10,963 |
| SMEAD VALUE FUND | AT COST | $8,791 | $7,862 |
| INVESCO OPPENHEIMER | AT COST | $4,395 | $4,493 |
| LORD ABBETT SHORT DURATION INCOME FD CL F | AT COST | $13,186 | $13,092 |
| EVENTIDE HEALTHCARE & LIFE SCIENCES FUND | AT COST | $2,198 | $2,357 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,830 | Amt |
| Net Investment Income | $1,830 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $115 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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