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GEORGE AND MARIAMMA THOMAS FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
GEORGE AND MARIAMMA THOMAS FOUNDATION INC (EIN 47-2629973)
Tax period
2015-09-01 to 2016-08-31
Filed
2016-11-21
IRS object ID
201613269349100156
Schema version
2015v2.0
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)
Return2016-11-21T13:30:25-08:00ReturnTs
Tax Period End2016-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ChristopherSmithLeonard EtalBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11001 3rd Ave W Suite 700AddressLine1Txt
CityBradentonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34205ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472629973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The George and Mariamma ThomasBusinessNameLine1Txt
Business Name Line2Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt
Phone9417465050PhoneNum

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
Signature2016-11-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert E StanellPreparerPersonNm
PTINP01362173PTIN
Phone9417481040PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$195,301FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$22,041ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,416InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,416InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,393NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,518GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,393CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$27,850TotalRevAndExpnssAmt
Total Net Invst Incm$5,809TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$5,146LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$5,146LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,895AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,895AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,179OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,179OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,220TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,179TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,041TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,220TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,179TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,041TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,630ExcessRevenueOverExpensesAmt
Net Investment Income$4,630NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,466CashBOYAmt
Cash EOY$8,476CashEOYAmt
Cash EOYFMV$8,476CashEOYFMVAmt
Other Investments BOY$187,307OtherInvestmentsBOYAmt
Other Investments EOY$187,927OtherInvestmentsEOYAmt
Other Investments EOYFMV$186,825OtherInvestmentsEOYFMVAmt
Total Assets BOY$188,773TotalAssetsBOYAmt
Total Assets EOY$196,403TotalAssetsEOYAmt
Total Assets EOYFMV$195,301TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$188,773UnrestrictedBOYAmt
Unrestricted EOY$196,403UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$188,773TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$196,403TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$188,773TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$196,403TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$188,773TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,630ExcessRevenueOverExpensesAmt
Subtotal$196,403SubtotalAmt
Tot Net Ast Or Fund Balances EOY$196,403TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Sale of Publicly Traded SecurtiesP2016-01-012016-06-30$13,344$14,125-$781-$781
Capital Gain Dividends$3,174
FieldValueIRS element (for citing)
Capital Gain Net Income$2,393CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$781NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$93InvestmentIncomeExciseTaxAmt
Subtotal$93SubtotalAmt
Tax Based On Investment Income$93TaxBasedOnInvestmentIncomeAmt
Tax Due$93TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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 ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1George ThomasBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9412244927PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14610 Riverview BlvdAddressLine1Txt
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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 WestBradentonFL34209President1.00$0
Mariamma Thomas
4610 Riverview Blvd WestBradentonFL34209Sec. & Treas1.00$0
Joseph Thomas
3610 WingrenIrvingTX75062Vice Pres.1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$179,884AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,896AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$196,780TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$196,780AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,952CashDeemedCharitableAmt
Net Vl Noncharitable Assets$193,828NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,691MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,691MinimumInvestmentReturnAmt
Tax Based On Investment Income$93TaxBasedOnInvestmentIncomeAmt
Total Tax$93TotalTaxAmt
Distributable Before Adj$9,598DistributableBeforeAdjAmt
Distributable Before Ded$9,598DistributableBeforeDedAmt
Distributable As Adjusted$9,598DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,041ExpensesAndContributionsAmt
Qualifying Distributions$19,041QualifyingDistributionsAmt
Adjusted Qualifying Distri$19,041AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,598DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$5,359ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,359TotalExcessDistributionCyovAmt
Qualifying Distributions$19,041QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,598AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,443RemainingDistriFromCorpusAmt
Total Corpus$14,802TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$14,802ExcessDistriCyovToNextYrAmt
Excess From Year1$5,359ExcessFromYear1Amt
Excess From Current Year$9,443ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGeorge ThomasContributingManagerNm
Contributing ManagerMariamma ThomasContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGeorge ThomasRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14610 Riverview Blvd WestAddressLine1Txt
CityBradentonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34209ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9417482277RecipientPhoneNum
Form And Info And MaterialsNo special form. Written request accompanied by copy of organization's 501(c)(3) IRS determination letter.FormAndInfoAndMaterialsTxt
Submission DeadlinesnoneSubmissionDeadlinesTxt
Restrictions On AwardsnoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Turning Points
701 17th Avenue WestBradentonFL34205nonePCGeneral Purpose$1,000
The South Bronx Educatinal Foundati
843 Crotona Park NorthBronxNY10460NONEPCGeneral Purpose$2,000
University of South Florida Foundat
4202 East Fowler AvenueTampaFL33620nonePCGeneral Purpose$3,000
Carninal Mooney Catholic High Schoo
4171 Fruitville RoadSarasotaFL34232nonePCGeneral purpose$3,000
Saint Joseph Catholic School
2990 26th St WBradentonFL34205nonePCGeneral Purpose$2,500
Kiwamis Club of Bradenton Foundatio
PO Box 1032BradentonFL34206NonePCGeneral Purpose$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,416ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,393ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,809ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,809TotalIncomeProducingActyAmt

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

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 PersonGeorge and Mariamma ThomasContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14610 Riverview Blvd WestAddressLine1Txt
CityBradentonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34209ZIPCd
FieldValueIRS element (for citing)
Total Contributions$22,041TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$1,895Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,895DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (24 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
American BeaconAT COST$9,934$10,307
Blackrock StrategicAT COST$4,009$3,846
Cohen & Steers RealtyAT COST$11,142$10,942
Deutsche X-Trackers msciAT COST$8,942$7,863
Eaton Vance Rchrd brstnAT COST$8,941$8,989
Federated intl StrategicAT COST$2,483$2,399
First EagleAT COST$9,029$9,653
Goldman Sachs Small/midAT COST$6,931$6,636
Gotham Absolute ReturnAT COST$8,046$7,600
Ishares Currency HedgedAT COST$4,435$4,085
Ishares Core U.S.AT COST$9,951$10,131
Ishares Core S&P 500 ETFAT COST$13,217$13,994
JP Morgan Income BuilderAT COST$4,983$4,916
JP Morgan Undscvrd MngrsAT COST$6,899$7,554
Mainstay Large CapAT COST$9,994$9,781
Matthews India FundAT COST$3,242$3,218
Pimco Income Fund cl PAT COST$3,018$2,925
Prudential IncomeAT COST$4,927$4,851
SPDR S P DIVID ETFAT COST$9,973$11,050
TCW Total ReturnAT COST$12,422$12,551
The Oakmark Intl FundAT COST$9,154$8,050
Virtus Emerging MarketsAT COST$10,238$10,506
Wells Fargo Adv AbsoluteAT COST$8,035$7,630
William Blair MacroAT COST$7,982$7,348

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$5,146LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,146DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$1,179Amt
Net Investment Income$1,179NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonGeorge and Mariamma ThomasPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14610 Riverview Blvd WestAddressLine1Txt
CityBradentonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34209ZIPCd

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