THOMAS FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: THOMAS FAMILY FOUNDATION (EIN 30-6304249)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-13
IRS object ID: 202601339349102500
Schema version: 2025v4.1
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
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-13T11:19:48-05:00	ReturnTs
Tax Period End	2025-12-31	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	2025-01-01	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 M THOMAS	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9043460836	PhoneNum
Signature	2026-05-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SCOTT M POHAR	PreparerPersonNm
PTIN	P00110577	PTIN
Phone	7703948000	PhoneNum
Preparation	2026-05-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$20,729,309	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	$1,237,420	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$167	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$167	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$322,758	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$322,758	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$12,247	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,465,321	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,548,098	TotalRevAndExpnssAmt
Total Net Invst Incm	$322,925	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	$9,980	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$9,980	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$19,723	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$11,869	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$188	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$188	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$29,891	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$12,057	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$9,980	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$702,100	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$702,100	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$731,991	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$12,057	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$712,080	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$816,107	ExcessRevenueOverExpensesAmt
Net Investment Income	$310,868	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$602,024	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$943,704	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$943,704	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$9,947,791	CorporateStockBOYAmt
Corporate Stock EOY	$9,808,615	CorporateStockEOYAmt
Corporate Stock EOYFMV	$19,767,643	CorporateStockEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$17,962	OtherAssetsEOYAmt
Other Assets EOYFMV	$17,962	OtherAssetsEOYFMVAmt
Total Assets BOY	$10,549,815	TotalAssetsBOYAmt
Total Assets EOY	$10,770,281	TotalAssetsEOYAmt
Total Assets EOYFMV	$20,729,309	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	$10,549,815	RetainedEarningBOYAmt
Retained Earning EOY	$10,770,281	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$10,549,815	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,770,281	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$10,549,815	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,770,281	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$10,549,815	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$816,107	ExcessRevenueOverExpensesAmt
Other Increases	$131,906	OtherIncreasesAmt
Subtotal	$11,497,828	SubtotalAmt
Other Decreases	$727,547	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$10,770,281	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
SCHWAB #7179	2025-12-31	$124,371	$135,864	-$11,493	-$11,493
SCHWAB #7179	2025-12-31	$1,106,489	$1,341,704	-$235,215	-$235,215
CAPITAL GAINS DIVIDENDS		$234,461		$234,461	$234,461	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$12,247	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4,321	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$4,321	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$4,321	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,480	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	$6,480	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$2,159	OverpaymentAmt
Applied To ES Tax	$2,159	AppliedToESTaxAmt
Refund	$0	RefundAmt

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	$17,451,178	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$666,420	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$18,117,598	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$18,117,598	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$271,764	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$17,845,834	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$892,292	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$892,292	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,321	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4,321	TotalTaxAmt
Distributable Before Adj	$887,971	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$887,971	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$887,971	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$712,080	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$712,080	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$887,971	DistributableAsAdjustedAmt
Undistributed Income PY	$710,448	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$712,080	QualifyingDistributionsAmt
Applied To Year1	$710,448	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,632	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	$886,339	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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BOYS & GIRLS CLUBS OF NORTHEAST FLORIDA
10 S NEWNAN ST	JACKSONVILLE	FL	32202	NONE	PC	GENERAL OPERATIONS	$50,000
CASHIERS CARES
PO BOX 1072	CASHIERS	NC	28717	NONE	PC	GENERAL OPERATIONS	$100
CASHIERS COMMUNITY LIBRARY - FRIENDS OF THE LIBRARY
249 FRANK ALLEN RD	CASHIERS	NC	28717	NONE	PC	GENERAL OPERATIONS	$2,500
CASHIERS-HIGHLANDS HUMANE SOCIETY
200 GAMEL ST	CASHIERS	NC	28717	NONE	PC	GENERAL OPERATIONS	$10,000
FREE DENTAL CLINIC
5126 TIMUQUANA RD	JACKSONVILLE	FL	32210	NONE	PC	GENERAL OPERATIONS	$2,500
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
GLENNVILLE-CASHIERS RESCUE
79 N NORTON RD	CASHIERS	NC	28717	NONE	PC	GENEREAL OPERATIONS	$5,000
K9S FOR WARRIORS
114 CAMP K9 ROAD	PONTE VEDRA	FL	32081	NONE	PC	GENERAL OPERATIONS	$25,000
LENBROOK SQUARE FOUNDATION
3747 PEACHTREE ROAD NE	ATLANTA	GA	30319	NONE	PC	GENERAL OPERATIONS	$25,000
NORTH FLORIDA SCHOOL OF SPECIAL EDUCATION
223 MILL CREEK RD	JACKSONVILLE	FL	32211	NONE	PC	GENERAL OPERATIONS	$30,000
SEWANEE THE UNIVERSITY OF THE SOUTH
735 UNVERSITY AVE	SEWANEE	TN	37383	NONE	PC	GENERAL OPERATIONS	$50,000
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
ST STEPHEN EPISCOPAL CHURCH
307 LONGTOWN ROAD	RIDGEWAY	SC	29130	NONE	PC	GENERAL OPERATIONS	$10,000
TOWN OF RIDGEWAY
170 SOUTH DOGWOOD AVE	RIDGEWAY	SC	29130	NONE	PC	GENERAL OPERATIONS	$10,000
VIRGINIA EPISCOPAL SCHOOL
400 VES ROAD PO BOX 408	LYNCHBURG	VA	24505	NONE	PC	GENERAL OPERATIONS	$442,000
WORLD RESOURCE INSTITUTE
10 G STREET NE SUITE 800	WASHINGTON	DC	20002	NONE	PC	GENERAL OPERATIONS	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$702,100	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	$167	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$322,758	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	-$12,247	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$310,678	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$310,678	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 (3 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	$312,043	Yes (X)	Yes (X)
LEE M THOMAS
2	3918 ALHAMBRA DR W	JACKSONVILLE	FL	32207	$271,107	Yes (X)	Yes (X)
LEE M THOMAS
3	3918 ALHAMBRA DR W	JACKSONVILLE	FL	32207	$654,270	Yes (X)	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	675.5055 SHARES OF DEERE & CO STOCK	$312,043	2025-10-03
2	547.0834 SHARES OF CATERPILLAR INC STOCK	$271,107	2025-10-03
3	2779.3387 SHARES OF ABBBVIE COMMON STOCK	$654,270	2025-10-03

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$9,980	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$9,980	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CHARLES SCHWAB 7179	StockNm
EOY Book Value	$9,808,615	EOYBookValueAmt
EOYFMV	$19,767,643	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DUE TO/FROM BROKER	Desc
BOY Book Value	$0	BOYBookValueAmt
EOY Book Value	$17,962	EOYBookValueAmt
EOYFMV	$17,962	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	CURRENT YEAR BOOK/TAX DIFF ON CONTRIBUTED SECURITIES	Desc
Amt	$727,547	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT FEES	Desc
Revenue And Expenses Per Books	$188	RevenueAndExpensesPerBooksAmt
Net Investment Income	$188	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	CHANGES IN BOOK VALUE TO COST BASIS	Desc
Amt	$131,906	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES CS #7179	$11,869	$11,869	$0
2024 FEDERAL TAX DUE	$1,374	$0	$0
2025 FEDERAL ESTIMATED TAX	$6,480	$0	$0