2026-05-13T11:19:48-05:00 2025-12-31 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990PF 2025-01-01 306304249 THE THOMAS FAMILY FOUNDATION THOM 9043460836 3747 PEACHTREE RD NE APT B271 ATLANTA GA 30319 LEE M THOMAS TRUSTEE 9043460836 2026-05-11 1 SCOTT M POHAR P00110577 7703948000 2026-05-11 2025 2025-03-06 01:10:19Z X 20729309 X 1237420 167 167 322758 322758 -12247 1465321 0 1548098 322925 0 0 0 9980 0 9980 19723 11869 0 188 188 0 29891 12057 9980 702100 702100 731991 12057 712080 816107 310868 602024 943704 943704 9947791 9808615 19767643 0 17962 17962 10549815 10770281 20729309 0 0 X 0 0 0 0 10549815 10770281 10549815 10770281 10549815 10770281 10549815 816107 131906 11497828 727547 10770281 SCHWAB #7179 2025-12-31 124371 135864 -11493 -11493 SCHWAB #7179 2025-12-31 1106489 1341704 -235215 -235215 CAPITAL GAINS DIVIDENDS P 234461 234461 234461 -12247 4321 0 4321 0 4321 6480 0 0 0 6480 0 2159 2159 0 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 17451178 666420 0 18117598 0 0 18117598 271764 17845834 892292 892292 4321 4321 887971 0 887971 0 887971 712080 0 712080 887971 710448 0 0 712080 710448 0 0 1632 0 0 0 0 0 0 0 0 886339 0 0 0 LEE M THOMAS X BOYS & GIRLS CLUBS OF NORTHEAST FLORIDA 10 S NEWNAN ST JACKSONVILLE FL 32202 NONE PC GENERAL OPERATIONS 50000 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 2500 CASHIERS-HIGHLANDS HUMANE SOCIETY 200 GAMEL ST CASHIERS NC 28717 NONE PC GENERAL OPERATIONS 10000 FREE DENTAL CLINIC 5126 TIMUQUANA RD JACKSONVILLE FL 32210 NONE PC GENERAL OPERATIONS 2500 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 GLENNVILLE-CASHIERS RESCUE 79 N NORTON RD CASHIERS NC 28717 NONE PC GENEREAL OPERATIONS 5000 K9S FOR WARRIORS 114 CAMP K9 ROAD PONTE VEDRA FL 32081 NONE PC GENERAL OPERATIONS 25000 LENBROOK SQUARE FOUNDATION 3747 PEACHTREE ROAD NE ATLANTA GA 30319 NONE PC GENERAL OPERATIONS 25000 NORTH FLORIDA SCHOOL OF SPECIAL EDUCATION 223 MILL CREEK RD JACKSONVILLE FL 32211 NONE PC GENERAL OPERATIONS 30000 SEWANEE THE UNIVERSITY OF THE SOUTH 735 UNVERSITY AVE SEWANEE TN 37383 NONE PC GENERAL OPERATIONS 50000 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 ST STEPHEN EPISCOPAL CHURCH 307 LONGTOWN ROAD RIDGEWAY SC 29130 NONE PC GENERAL OPERATIONS 10000 TOWN OF RIDGEWAY 170 SOUTH DOGWOOD AVE RIDGEWAY SC 29130 NONE PC GENERAL OPERATIONS 10000 VIRGINIA EPISCOPAL SCHOOL 400 VES ROAD PO BOX 408 LYNCHBURG VA 24505 NONE PC GENERAL OPERATIONS 442000 WORLD RESOURCE INSTITUTE 10 G STREET NE SUITE 800 WASHINGTON DC 20002 NONE PC GENERAL OPERATIONS 10000 702100 0 14 167 14 322758 14 -12247 0 310678 0 310678 0 0 0 0 0 0 0 0 0 0 X X 1 LEE M THOMAS 3918 ALHAMBRA DR W JACKSONVILLE FL 32207 312043 X X 2 LEE M THOMAS 3918 ALHAMBRA DR W JACKSONVILLE FL 32207 271107 X X 3 LEE M THOMAS 3918 ALHAMBRA DR W JACKSONVILLE FL 32207 654270 X X 1 675.5055 SHARES OF DEERE & CO STOCK 312043 2025-10-03 2 547.0834 SHARES OF CATERPILLAR INC STOCK 271107 2025-10-03 3 2779.3387 SHARES OF ABBBVIE COMMON STOCK 654270 2025-10-03 ACCOUNTING FEES 9980 0 9980 CHARLES SCHWAB 7179 9808615 19767643 DUE TO/FROM BROKER 0 17962 17962 CURRENT YEAR BOOK/TAX DIFF ON CONTRIBUTED SECURITIES 727547 INVESTMENT FEES 188 188 0 CHANGES IN BOOK VALUE TO COST BASIS 131906 FOREIGN TAXES CS #7179 11869 11869 0 2024 FEDERAL TAX DUE 1374 0 0 2025 FEDERAL ESTIMATED TAX 6480 0 0