Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
The Thom Family Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-0374684
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,633,371J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,110,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,619 1,619  
4 Dividends and interest from securities... 142,012 142,012  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 128,115
b Gross sales price for all assets on line 6a 1,896,982
7 Capital gain net income (from Part IV, line 2)... 128,115
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -34,260 -15,030  
12 Total. Add lines 1 through 11........ 1,347,486 256,716  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 49,226 49,226    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,655 386    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 48,972 506   43,340
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 103,853 50,118   43,340
25 Contributions, gifts, grants paid....... 345,456 345,456
26 Total expenses and disbursements. Add lines 24 and 25 449,309 50,118   388,796
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 898,177
b Net investment income (if negative, enter -0-) 206,598
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 232,639 334,907 334,907
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   1,336    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,029,514 Click to see attachment6,755,214 8,594,436
c Investments—corporate bonds (attach schedule)....... 359,299 Click to see attachment493,430 516,951
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,130,822 Click to see attachment1,068,236 1,187,077
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,753,610 8,651,787 10,633,371
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,753,610 8,651,787
29 Total net assets or fund balances (see instructions)..... 7,753,610 8,651,787
30 Total liabilities and net assets/fund balances (see instructions). 7,753,610 8,651,787
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,753,610
2
Enter amount from Part I, line 27a .....................
2
898,177
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,651,787
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,651,787
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,896,982   1,795,518 101,464
b       26,651
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       101,464
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 128,115
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,872
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,872
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,872
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,432
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,432
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,560
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,900 RefundedBullet 11 1,660
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Kevin J Olson Dir, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Paul Tanis Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Andrew J Thom Dir, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Cynthia L Thom Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jeff A Thom Dir, Pres, Chairperson
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Joseph A Thom Dir, Sec
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,745,371
    b
    Average of monthly cash balances.......................
    1b
    295,835
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,187,076
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,228,282
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,228,282
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    138,424
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,089,858
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    454,493
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    454,493
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,872
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,872
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    451,621
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    451,621
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    451,621
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    388,796
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    388,796
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    388,796
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 451,621
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 365,663
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 388,796
    a Applied to 2019, but not more than line 2a 365,663
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 23,133
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		428,488
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Cynthia L Thom
    Jeff A Thom
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
    7900 WEST 78TH ST SUITE 100
    MINNEAPOLIS,MN55439     		N/A PC General & Unrestricted 10,000
    ALZHEIMERS DISEASE RESEARCH FOUNDATION - CURE ALZH
    34 WASHINGTON ST SUITE 310
    WELLESLEY HILLS,MA02481     		N/A PC General & Unrestricted 10,000
    AMERICAN HEART ASSOCIATION INC
    4701 WEST 77TH ST
    MINNEAPOLIS,MN55435     		N/A PC General & Unrestricted 5,000
    AMERICAN LUNG ASSOCIATION
    21 W 38TH ST 3RD FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 5,000
    AMERICAN NATIONAL RED CROSS
    PO BOX 37839
    BOONE,IA50037     		N/A PC Hurricane Sally victims fund 10,000
    AMERICAN NATIONAL RED CROSS
    PO BOX 37839
    BOONE,IA50037     		N/A PC Hurricane Laura victims fund 10,000
    AMERICAN NATIONAL RED CROSS
    105 HOMESTEAD DR
    MANKATO,MN56001     		N/A PC General & Unrestricted 5,000
    AMERICAN NATIONAL RED CROSS
    PO BOX 37839
    BOONE,IA50037     		N/A PC 2020 Southern United States Tornado and Flood Relief program 10,000
    CANCER RESEARCH INSTITUTE INC
    29 BROADWAY 4TH FL
    NEW YORK,NY10006     		N/A PC General & Unrestricted 10,000
    COVENANT HOUSE ALASKA
    755 A ST
    ANCHORAGE,AK99501     		N/A PC General & Unrestricted 5,000
    CROSS CATHOLIC OUTREACH INC
    PO BOX 97168
    WASHINGTON,DC20090     		N/A PC to purchase one shipping container of Vitafood Meals (for needed nutritional support due to Covid and Tropical Storm Amanda) for citizens of El Salvador 15,000
    EMERGENCY COMMUNITY HELP ORGANIZATION ECHO
    1014 S FRONT ST
    MANKATO,MN56001     		N/A PC General & Unrestricted 5,000
    FEED MY STARVING CHILDREN
    401 93RD AVE NW
    COON RAPIDS,MN55433     		N/A PC General & Unrestricted 5,000
    FEEDING AMERICA
    161 N CLARK ST SUITE 700
    CHICAGO,IL60601     		N/A PC to offer additional nutritional aid to those who now need it due to the pandemic 20,000
    FISHER HOUSE FOUNDATION INC
    12300 TWINBROOK PKWY STE 410
    ROCKVILLE,MD20852     		N/A PC General & Unrestricted 10,000
    GARY SINISE FOUNDATION
    PO BOX 368
    WOODLAND HILLS,CA91365     		N/A PC General & Unrestricted 10,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    1730 BASSETT DR
    MANKATO,MN56001     		N/A PC General & Unrestricted 2,500
    HAITIAN HEALTH FOUNDATION INC
    97 SHERMAN ST
    NORWICH,CT06360     		N/A PC General & Unrestricted 2,500
    HEIFER PROJECT INTERNATIONAL
    PO BOX 8058
    LITTLE ROCK,AR72203     		N/A PC to purchase 2 Joy to the World Gift Baskets, 2 Milk Menageries, 2 Knitter's Gift Baskets and 2 Flock of Chicks 6,000
    HOUSE OF HOPE INC
    PO BOX 291
    MANKATO,MN56002     		N/A PC General & Unrestricted 5,000
    INNOCENCE PROJECT OF MINNESOTA
    229 19TH AVE SOUTH STE 285
    MINNEAPOLIS,MN55455     		N/A PC Silver Sponsorship fund 3,500
    JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST
    1745 UNIVERSITY AVE W
    SAINT PAUL,MN55104     		N/A PC the participation fund of 1,556 students, attending 17 South Central MN Schools, in the Finance Park Program 40,456
    KIDS IN NEED FOUNDATION
    2719 PATTON RD
    ROSEVILLE,MN55113     		N/A PC General & Unrestricted 3,500
    MANKATO AREA FOUNDATION
    127 S 2ND ST STE 100
    MANKATO,MN56001     		N/A PC General & Unrestricted 20,000
    MANKATO AREA FOUNDATION
    127 S 2ND ST STE 100
    MANKATO,MN56001     		N/A PC Elk's Endowment Fund 20,000
    MAYO CLINIC
    200 1ST ST SW
    ROCHESTER,MN55905     		N/A PC Covid-19 Clinical Fund 10,000
    MAYO CLINIC
    200 1ST ST SW
    ROCHESTER,MN55905     		N/A PC Covid-19 Research Fund 10,000
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741     		N/A PC General & Unrestricted 10,000
    MERCY SHIPS INTERNATIONAL
    PO BOX 2020
    LINDALE,TX75771     		N/A PC General & Unrestricted 10,000
    MINNESOTA HISTORICAL SOCIETY
    345 KELLOGG BLVD W
    SAINT PAUL,MN55102     		N/A PC North Star Circle Program 2,500
    MINNESOTA TEEN CHALLENGE INC
    740 E 24TH ST
    MINNEAPOLIS,MN55404     		N/A PC General & Unrestricted 3,500
    MIRACLE LEAGUE OF NORTH MANKATO
    127 S 2ND ST STE 120
    MANKATO,MN56001     		N/A PC General & Unrestricted 2,500
    NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AN
    747 3RD AVE RM 33C
    NEW YORK,NY10017     		N/A PC General & Unrestricted 10,000
    SAINT PETER COMMUNITY FREE CLINIC
    PO BOX 405
    SAINT PETER,MN56082     		N/A PC General & Unrestricted 2,500
    SALVATION ARMY
    700 S RIVERFRONT DR
    MANKATO,MN56001     		N/A PC General & Unrestricted 5,000
    SHARING AND CARING HANDS INC
    525 N 7TH ST
    MINNEAPOLIS,MN55405     		N/A PC General & Unrestricted 5,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDE PL
    MEMPHIS,TN38105     		N/A PC General & Unrestricted 10,000
    SUSAN G KOMEN BREAST CANCER FOUNDATION INC
    5005 LBJ FWY STE 526
    DALLAS,TX75244     		N/A PC General & Unrestricted 5,000
    THE INDEPENDENCE FUND INC
    9013 PERIMETER WOODS DR STE E
    CHARLOTTE,NC28216     		N/A PC General & Unrestricted 7,500
    YOUNG LIFE
    PO BOX 13
    MANKATO,MN56002     		N/A PC General & Unrestricted 3,500
    Total .................................bullet 3a 345,456
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,619  
    4 Dividends and interest from securities....     14 142,012  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 128,115  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 -33,432 14 -16,629  
    bINCOME FROM BLAINE FISHER     14 1,602  
    cLIFE INSURANCE POLICY INCOME     01 14,199  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -33,432 270,918  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    237,486
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    The Thom Family Foundation Inc
     
    Employer identification number

    20-0374684
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    The Thom Family Foundation Inc
          		Employer identification number
    20-0374684
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Thom Jeff A
    43023 520th Street
     
    North Mankato, MN56003

    		$ 1,100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Thom Joseph A
    1619 South 3rd Street 8
     
    St Peter, MN56082

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    The Thom Family Foundation Inc
          		Employer identification number

    20-0374684
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    The Thom Family Foundation Inc
          		Employer identification number

    20-0374684
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERICAN HONDA FINANCE - 3.450 26,229 26,926
    AVALONBAY CMNTYS INCBE MTN - 4 25,447 27,542
    COMCAST CORP - 3.600% - 03/01/ 25,126 27,505
    GS FIN CORP SER E MTN - 0.000% 85,000 86,265
    GS FIN CORP SER E MTN - 0.000% 50,000 52,227
    HSBC HOLDINGS PLC - 4.000% - 0 25,548 26,128
    INTERCONTINENTAL EXCHANGE INC 26,760 28,443
    JPMORGAN CHASE FINL CO LLC MTN 50,000 52,990
    KIMBERLY CLARK CORP NOTE - 2.7 25,803 27,680
    MARSH &MCLENNAN COS INC - 3.50 25,069 27,266
    MITSUBISHI UFJ FINANCIAL GROUP 25,347 25,749
    NATIONAL RURAL UTIL COOP - 2.9 25,742 26,740
    PHILLIPS 66 - 4.300% - 04/01/2 25,621 26,182
    RIO TINTO FIN - 3.750% - 06/15 26,610 28,218
    SCHLUMBERGER - 3.650% - 12/01/ 25,128 27,090

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 10,764 11,012
    ABBVIE INC 8,473 11,572
    ACTIVISION BLIZZARD INC 14,277 19,963
    ADECCO S.A. UNSP/ADR 1,813 1,963
    ADOBE SYSTEMS, INC 8,000 18,004
    ADVANCE AUTO PARTS INC 1,269 1,260
    ADVANCED ENERGY IND INC 4,056 6,109
    AERIE PHARMACEUTICALS INC 3,180 2,716
    AEROVIRONMENT, INC. 5,910 7,560
    AGILENT TECHNOLOGIES INC 3,407 11,138
    AIA GROUP LTD ADR 1,682 2,604
    AIR LEASE CORP 7,362 7,907
    AIRBUS GROUP 1,665 2,049
    AKAMAI TECH COM STK 3,174 3,675
    ALBANY INTERNATIONAL CORP 2,023 3,010
    ALBEMARLE CP 3,595 6,786
    ALCON INC 521 660
    ALDER BIOPHARMACEUTICALS RIGHT    
    ALEXANDRIA REAL ESTATE EQUITIE 4,873 7,307
    ALEXION PHARMACEUTICALS, INC 1,504 1,875
    ALIBABA GROUP HOLDING LTD 4,771 5,353
    ALLSTATE CORP 10,362 10,993
    ALPHABET INC CL A 13,550 21,032
    ALTRA HLDGS INC 2,550 3,270
    AMADEUS IT HLDS SA 1,089 1,127
    AMAZON COM 21,062 42,340
    AMBARELLA INC 6,531 12,212
    AMERICAN AMCAMP FUND 99,616 131,557
    AMERICAN BALANCED FUND CL A 616,074 680,953
    AMERICAN CENTURY EQUITY INCOME 601,093 606,559
    AMERICAN FUNDS CAP INCOME BUIL 105,276 111,674
    AMERICAN FUNDS INCOME FD OF AM 106,854 114,455
    AMERICAN FUNDS NEW PERSPECTIVE 184,028 250,273
    AMERICAN GROWTH FD OF AMERICA 31,790 39,811
    AMGEN INC 1,696 1,839
    AMYRIS, INC. 1,310 1,440
    ANGLO AM PLC ADR 2,643 3,125
    ANHEUSER BUSCH COS INC 1,673 1,119
    ANSYS INC 1,416 3,638
    APPLE INC 13,617 42,726
    APTIV PLC 813 1,303
    ARCH COAL INC 6,927 8,579
    ARCHER DANIELS MDLND 11,686 11,796
    ARCHROCK INC 2,953 2,970
    ARTISAN DEVELOPING WORLD FUND 165,520 242,723
    ARTISAN HIGH INCOME FUND CL IN 79,443 84,307
    ASML HOLDING NV NY REG SHS 1,656 2,926
    AT&T, INC 6,038 5,896
    ATARA BIOTHERAPEUTICS INC 2,169 2,513
    ATLASSIAN CORP PLC 401 468
    BAE SYSTEMS PLC 1,644 1,330
    BALL CP 5,160 8,107
    BANK OF AMERICA CORP 18,116 22,854
    BANK OF NT BUTTERFIELD AND SON 3,466 3,396
    BECTON DICKINSON & CO 5,149 8,758
    BERKSHIRE HATHAWAY INC. CLASS 13,393 15,767
    BIO RAD LABS INC CL A 2,086 4,664
    BIOMARIN PHARMACEUTICAL INC 666 614
    BLACK KNIGHT, INC 10,683 14,754
    BLACKROCK INC 10,592 14,431
    BLACKROCK TOTAL RETURN PORTFOL 78,738 81,314
    BOEING CO 11,452 10,703
    BOOZ ALLEN HAMILTON HOLDING CO 10,346 11,072
    BOYD GAMING CORP 6,028 14,722
    BRAMBLES LTD UNSP AD 1,860 2,039
    BRISTOL-MYERS SQUIBB CO 8,476 9,863
    BRYN MAWR BANK CORP 2,618 2,264
    CABOT CP 2,094 2,020
    CAE INC 1,900 6,824
    CALRSBERG AS SP ADR REP B 1,425 2,410
    CAP GEMINI SA UNSP/ADR 1,889 2,405
    CAPITAL WORLD GROWTH & INCOME 98,226 126,133
    CARA THERAPEUTICS INC 1,646 1,089
    CARTER'S INC 3,656 5,362
    CBRE GROUP 4,861 9,722
    CHEVRON CORP 9,937 10,472
    CIRRUS LOGIC INC 1,003 1,562
    CISCO SYSTEMS INC 14,682 15,081
    CIT GROUP INC 2,301 2,010
    CLOVIS ONCOLOGY INC 1,150 730
    CMC MATERIALS INC 1,723 2,875
    CNH INDUSTRIAL NV 11,649 11,672
    COGNEX CORPORATION 2,480 14,452
    COHERENT INC CAL 2,405 1,800
    COMCAST CORP 9,187 13,205
    COMERICA INC 8,471 11,898
    COMMVAULT SYSTEMS, INC 4,072 5,426
    COMPAGNIE DE SAINT G 1,832 2,002
    CORBUS PHARMACEUTICALS HOLDING 1,369 244
    COSTCO WHOLESALE CORPORATION 15,944 24,867
    CROWN HOLDINGS INC 10,696 11,323
    CUBIC CP 6,755 7,879
    CUMMINS INC 936 7,494
    CYTOKINETICS INC 992 1,621
    DARLING INGREDIENTS INC 2,312 5,768
    DAVITA HEALTHCARE PARTNERS INC 8,362 12,210
    DBS GROUP HLDGS SPON ADR 2,072 2,586
    DELTA AIR LINES INC 5,410 7,801
    DEUTSCHE BOERSE ADR 1,787 2,467
    DEUTSCHE POST AG 2,680 3,140
    DEVON ENERGY CORPORATION 9,785 10,909
    DIGITAL RLTY TR INC 17,111 18,694
    DIODES 1,885 2,891
    DISCOVERY INC (FORMERLY DISC C 3,715 5,998
    DNB NOR ASA SPONSOR ADR 2,066 2,353
    DOLLAR GENERAL CORP 8,030 9,674
    DTE ENERGY CO COM 11,590 12,020
    DYNATRACE 10,709 12,202
    EAST WEST BANCORP, INC 7,796 7,860
    EASTGROUP PROPERTIES INC 1,626 2,761
    ECOLAB INC 8,498 11,900
    EMCOR GROUP INC 3,512 6,036
    ENEL SOCIETA PER AZI 1,515 2,345
    ENERSYS 2,507 3,322
    ENTEGRIS INC MINNESOTA 2,468 7,688
    EQUINIX, INC 5,344 9,284
    ESPERION THERAPEUTICS INC COM 1,540 1,300
    EURONET WORLDWIDE INC 5,214 12,028
    EVOQUA WATER TECHNOLOGIES CORP 4,142 7,312
    EXTRA SPACE STORAGE 8,916 11,702
    F M C CP 8,430 12,527
    FACEBOOK INC 3,416 6,010
    FANUC LIMITED UNSPONSORED 1,835 2,074
    FARO TECHNOLOGIES, INC. 5,352 7,769
    FB FINANCIAL CORPORATION 2,192 2,119
    FIBROGEN INC 1,103 1,743
    FIDELITY NATIONAL FINANCIAL IN 2,401 3,518
    FIDELITY NATIONAL INFORMATION 1,305 1,415
    FIREEYE INC 4,259 7,033
    FIRST EAGLE SOGEN GLOBAL FUND 784,810 891,207
    FIRST REPUBLIC BANK 1,942 8,375
    FIRSTCASH INC 3,024 3,222
    FORMFACTOR INC. 3,201 9,680
    FORTINET INC 10,510 10,694
    FRANKLIN ELECTRIC CO., INC 1,674 2,561
    GENPACT LIMITED 5,401 8,065
    GILEAD SCIENCES INC 13,181 11,535
    GOLDMAN SACHS GROUP 10,594 16,614
    GRAINGER W W INC 1,050 1,633
    GROUPE DANONE ADS 1,934 1,598
    HACKETT GROUP INC 1,807 1,828
    HARTFORD BALANCED INCOME 609,175 668,620
    HEARTLAND FINANCIAL USA, INC. 2,092 2,019
    HELMERICH PAYNE 3,305 1,065
    HEXCEL CP DELAWARE 5,975 10,765
    HITACHI LTD 1,711 1,826
    HOME DEPOT INC 7,958 11,687
    HORACE MANN EDUCATOR 2,044 2,228
    HUNTINGTON BANCSHARES INC 11,598 11,695
    IAC INTERACTIVE CORP 424 8,899
    IDEX CP 166 797
    IHS MARKIT LTD 933 1,707
    II VI INC 5,455 12,685
    IMMUNOGEN, INC 2,811 2,199
    INDUSTRIA DE DISENO 3,263 3,657
    INTERCEPT PHARM INC 2,002 766
    INTRA CELLULAR THERAPIES INC 1,505 2,131
    IONIS PHARMACEUTICALS INC 1,629 6,559
    IRIDIUM COMMUNICATIONS INC 2,454 11,524
    ISHARE SP SMALL CAP 600 INDEX 88,144 101,090
    ISHARES TR S & P MIDCAP 400 IN 76,111 95,609
    JACK IN THE BOX INC 1,716 4,640
    JACOBS ENGINEERING GP 3,698 8,499
    JANUS HENDERSON BALANCED FUND 580,502 698,333
    JOHNSON & JOHNSON 11,429 13,535
    JPMORGAN OPPORTUNISTIC EQUITY 57,396 65,799
    JULIUS BAER GROUP LTD 1,714 2,104
    KANSAS CITY SOUTHERN 1,374 10,002
    KBC GROUP SA UNSP ADR 1,790 1,884
    KEYSIGHT TECHNOLOGIES INC 2,582 10,567
    KOMATSU LTD 2,197 2,270
    KONINKLIJKE AHOLD DELHAIZE NV 1,553 1,948
    KONINKLIJKE PHILIPS ELECTRONIC 2,144 2,383
    L BRANDS, INC 11,410 11,083
    L'AIR LIQUIDE ADR OTC 1,806 1,908
    LABORATORY CORP AMER HLDGS 5,722 8,753
    LAM RESEARCH CORP 2,077 20,780
    LAS VEGAS SANDS CORP 1,524 5,722
    LEXICON PHARMACEUTICALS INC 1,733 410
    LIBERTY MEDIA CORPORATION - SE 2,563 2,939
    LIBERTY SIRIUS XM GROUP - SER 4,363 4,880
    LIMELIGHT NETWORKS INC 2,160 1,345
    LITTELFUSE, INC 2,466 3,056
    LOCKHEED MARTIN CORP 10,397 11,714
    LULULEMON ATHLETICA INC 20,123 24,014
    LUMENTUM HOLDINGS INC 4,783 14,504
    MACROGENICS INC 886 1,852
    MADISON SQUARE GARDEN CL A 1,922 2,762
    MADISON SQUARE GARDEN ENTERTAI 727 1,576
    MARKETAXESS HOLDINGS, INC 8,238 11,982
    MARRIOTT INTERNATIONAL INC. CL 7,697 9,630
    MASTERCARD INC 5,709 7,496
    MATCH GROUP INC 792 15,270
    MEDICAL PROPERTIES TRUST, INC 12,304 12,791
    MEDTRONIC PLC 9,291 12,065
    MERCK KGAA SPON ADR EACH REPR 2,824 3,574
    MERITAGE CORPORATION 1,109 1,905
    MFS INTL INTRINSIC VALUE FD I 173,843 239,890
    MICROSOFT CORP 13,755 32,918
    MID-AMERICA APT COMMUNITIES IN 5,233 6,968
    MOHAWK INDS INC 3,517 3,665
    MONOLITHIC POWER SYSTEMS, INC 1,785 4,395
    MONSTER BEVERAGE CORP 790 1,202
    MOOG INC CL A 2,133 2,220
    MORGAN STANLEY 9,627 17,338
    MURATA MFG INC UNSP/ADR 1,407 2,175
    MYRIAD GENETICS, INC 2,189 2,076
    NETAPP, INC 11,563 11,592
    NETFLIX INC 12,930 21,088
    NEXTERA ENERGY, INC 11,114 15,739
    NLIGHT INC 3,945 5,420
    NORDEA BANK ABP 2,507 2,024
    NORTONLIFELOCK INC 9,237 10,058
    NUTANIX INC 589 446
    NVIDIA CORP 12,479 20,888
    NXP SEMICONDUCTORS 469 636
    ONEOK INC 12,495 12,589
    ORASURE TECHNOLOGIES INC 2,407 3,113
    PALO ALTO NETWORKS INC 693 2,132
    PAYPAL HOLDINGS, INC 13,311 27,870
    PEBBLEBROOK HOTEL TR COM 2,407 1,297
    PENN NATIONAL GAMING 1,717 6,478
    PERKIN ELMER INC 11,332 12,772
    PERNOD-RECARD SA 2,795 3,567
    PFIZER INC 18,985 20,761
    PLUG POWER INC 4,089 31,401
    PROCTER GAMBLE CO 10,492 12,105
    PROLOGIS 5,339 7,076
    PROSUS NV ADR 2,546 3,492
    PROTHENA CP PLC 1,491 372
    PTC THERAPEUTICS INC 1,530 1,587
    PVH CORP 4,916 4,695
    QEP RESOURCES INC 2,898 526
    QORVO INC 6,276 19,786
    QUALCOMM INC 1,668 3,809
    QUEST DIAGNOSTICS 10,204 10,606
    RAYMOND JAMES FINANCIAL INC 4,802 8,993
    RAYTHEON TECHNOLOGIES CORP 1,054 1,144
    RECKITT BENCKISER GROUP 2,015 2,283
    REGENERON PHARMACEUTICALS INC 3,354 8,696
    ROBERT HALF INTL INC 1,898 4,561
    ROCHE HOLDING AG GENUSSCHEIN ( 3,462 4,503
    ROCHE HOLDING LTD ADR 1,009 1,403
    ROPER INDUSTRIES 1,422 5,604
    ROSS STORES, INC 2,492 9,579
    ROYAL CARRIBEAN CRUISE 8,000 8,067
    RWE AKTIENGESELLSCHAF 1,748 2,631
    SAGE THERAPEUTICS INC 898 2,076
    SALESFORCE.COM 11,037 15,355
    SANDS CHINA LTD UNSP ADR 3,351 3,054
    SANMINA-SCI CORPORATION 3,011 2,647
    SANOFI-AVENTIS SPONSORED ADR 1,568 1,506
    SAP AKTIENGESELL ADS 1,446 1,695
    SAREPTA THERAPEUTICS INC 1,562 3,410
    SCHLUMBERGER LTD 11,446 12,574
    SCRIPPS E W CO OHIO CL A 2,090 1,988
    SEAGEN INC 1,784 12,260
    SEAWORLD ENTERTAINMENT INC 5,621 8,498
    SEI INVESTMENTS 2,399 5,690
    SIEMENS AG 3,692 3,877
    SIMON PPTY GROUP INC 5,288 7,846
    SLM CORP 5,484 7,285
    SMITH & NEPHEW PLC ADR 1,032 1,434
    SPLUNK INC 596 1,699
    STARBUCKS CORP COM 6,315 7,810
    STATE AUTO FINANCIAL CORPORATI 1,384 710
    STEELECASE INC 2,892 2,331
    T. ROWE PRICE GROWTH STOCK FUN 58,706 93,858
    T. ROWE PRICE INTERNATIONAL DI 45,675 69,541
    TAIWAN SEMICONDUCTOR MFG CO LT 1,271 2,617
    TARGET CORPORATION 6,525 7,767
    TECHTARGET 1,727 6,266
    TEGNA 3,623 4,478
    TELEDYNE TECH INC 1,906 4,312
    TELOS CORPORATION 3,371 3,760
    TEMENOS GROUP AG 2,436 2,266
    TENABLE HOLDINGS INC 3,089 6,480
    TEXAS INSTRUMENTS INC 14,974 19,367
    TEXTRON INC 11,746 11,696
    THE COCA-COLA CO 6,217 7,403
    THERMO FISHER SCIENTIFIC INC 9,716 19,097
    TJX COMPANIES INC 5,648 7,990
    TRIMBLE NAV LTD 4,999 13,087
    TRUSTMARK CORPORATION 1,369 1,092
    TTM TECHNOLOGIES INC 2,265 2,318
    TUTOR PERINI CORPORATION 2,332 1,813
    UBER 1,535 2,040
    UCB UNSP ADR 1,802 1,505
    ULTA SALON, COSMETICS & FRAGRA 1,639 2,010
    ULTRA CLEAN HOLDINGS, INC 1,936 2,741
    ULTRAGENYX PHARMACEUTICAL INC 936 3,045
    UNIFI INC 1,189 1,260
    UNION PACIFIC 8,622 11,036
    UNITED FIRE GROUP 976 527
    UNITED PARCEL SERVICE 12,480 13,809
    UNITEDHEALTH GROUP INC 17,800 25,249
    USD CYRUSONE INC 4,582 8,559
    VANGUARD EQUITY INCOME - ADMIR 141,887 188,597
    VANGUARD INDEX TR MID-CAP INDE 205,499 339,955
    VANGUARD INSTITUTIONAL INDEX 285,503 500,403
    VANGUARD SHORT-TERM CORPORATE 56,214 59,198
    VIATRIS ORD SHS 1,028 1,293
    VIAVI SOLUTIONS INC 4,679 6,007
    VIRTU FINANCIAL INC 2,943 3,322
    VISA INC 21,119 32,153
    VISHAY INTERTECH 460 2,837
    VMWARE INC 819 982
    WABTEC 1,817 1,903
    WAL-MART STORES INC 11,268 14,559
    WALT DISNEY HOLDINGS CO 11,764 17,212
    WASTE MANAGEMENT INC 11,248 14,034
    WELBILT INC 3,107 3,102
    WERNER ENTERPRISES INC 4,115 4,550
    WESBANCO INC 2,039 2,007
    WOLVERINE WORLDWIDE 3,278 3,563
    WORKDAY INC 455 479
    WORLD WRESTLING ENT 489 1,586
    XILINX INC 3,403 4,537
    YUM CHINA HOLDINGS INC 1,862 1,827
    ZOETIS INC 905 2,814
    ZURICH INS GROU ADR 1,968 2,195

    TY 2020 InvestmentsOtherSchedule2
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLAINE FISHER ROYALTIES LLC -   100,000 100,000
    BOURNE SENIORS HOUSING III LLC   57,316 100,000
    BOURNE SENIORS HOUSING IV LLC   234,145 250,000
    GPB HOLDINGS LP   17,242 13,556
    HPI REAL ESTATE FUND V LLC   71,288 87,217
    HPI REAL ESTATE OPPORTUNITY FD   188,924 236,983
    NW MUTUAL LIFE INS POL#12-368-   399,321 399,321

    TY 2020 OtherExpensesSchedule
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 43,340     43,340
    Bank Charges 110 110    
    K-1 Exp BOURNE SENIORS HOUSING 2,926 373    
    K-1 Exp BOURNE SENIORS HOUSING 2,100 23    
    K-1 Exp GPB HOLDINGS LP 496      


    TY 2020 OtherIncomeSchedule2
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss BOURNE SENIORS HOUSING III LLC -19,090 45  
    K-1 Inc/Loss BOURNE SENIORS HOUSING IV LLC -10,203 79  
    K-1 Inc/Loss GPB HOLDINGS LP -3,927 85  
    K-1 Inc/Loss HPI REAL ESTATE FUND V LLC -5,023 -5,023  
    K-1 Inc/Loss HPI REAL ESTATE OPPORTUNITY FD VI LLC -11,906 -11,906  
    K-1 Inc/Loss LAZARD LTD 88 88  
    income from blaine fisher 1,602 1,602  
    life insurance policy income 14,199    


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 49,226 49,226    


    TY 2020 TaxesSchedule
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 1,200      
    990-PF Extension for 2019 4,069      
    Foreign Tax Paid 386 386