Form990-PF
Click to see attachment

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 THOMAS M AND IRENE KIRBO
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2720 PARK STREET SUITE 211
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSONVILLE, FL32205
A Employer identification number

59-6197946
B Telephone number (see instructions)

(904) 384-0440
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$44,827,230J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 201,937 201,937  
4 Dividends and interest from securities... 459,190 459,190  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 520,681
b Gross sales price for all assets on line 6a 7,541,699
7 Capital gain net income (from Part IV, line 2)... 520,681
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).......      
12 Total. Add lines 1 through 11........ 1,181,808 1,181,808 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 83,682 4,184 0 79,498
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 9,712 486 0 9,226
c Other professional fees (attach schedule).... Click to see attachment 227,701 227,701 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,975 4,975 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 8,900 445 0 8,455
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,103 155 0 2,948
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 338,073 237,946 0 100,127
25 Contributions, gifts, grants paid....... 2,349,500 2,349,500
26 Total expenses and disbursements. Add lines 24 and 25 2,687,573 237,946 0 2,449,627
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,505,765
b Net investment income (if negative, enter -0-) 943,862
c Adjusted net income (if negative, enter -0-)... 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......... 1,036,243 1,273,559 1,273,559
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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) 3,446,127 Click to see attachment3,575,574 3,575,574
b Investments—corporate stock (attach schedule)....... 28,283,030 Click to see attachment30,990,038 30,990,038
c Investments—corporate bonds (attach schedule)....... 3,259,004 Click to see attachment4,031,883 4,031,883
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,268,078 Click to see attachment4,941,592 4,941,592
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment14,584 Click to see attachment14,584 Click to see attachment14,584
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 42,307,066 44,827,230 44,827,230
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........ 42,307,066 44,827,230
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 42,307,066 44,827,230
30 Total liabilities and net assets/fund balances (see instructions). 42,307,066 44,827,230
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
42,307,066
2
Enter amount from Part I, line 27a .....................
2
-1,505,765
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,025,929
4
Add lines 1, 2, and 3 ..........................
4
44,827,230
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
44,827,230
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 CAPITAL GAIN DIVIDENDS      
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 7,331,439   7,021,018 310,421
b 210,260     210,260
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       310,421
b       210,260
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 2 520,681
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 0
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 13,120
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 0
3 Add lines 1 and 2........................... 3 13,120
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,120
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,440
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,440
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 27
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,707
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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)
    bulletFL
    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 addressbulletN/A
    14
    The books are in care ofbulletMARTHA JENKS SAWYER Telephone no.bullet (904) 384-0440

    Located atbullet2720 PARK STREET SUITE 211JACKSONVILLEFL ZIP+4bullet32205
    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
     
    No
    ........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
    CHARLES H KIRBO JR TRUSTEE
    10.00     		15,000 0 0
    C/0 2720 PARK STREET SUITE 211
    JACKSONVILLE,FL32205
    MARTHA J SAWYER TRUSTEE
    10.00     		15,000 0 0
    C/0 2720 PARK STREET SUITE 211
    JACKSONVILLE,FL32205
    BETSY ANNE KIRBO TRUSTEE
    10.00     		15,000 0 0
    C/0 2720 PARK STREET SUITE 211
    JACKSONVILLE,FL32205
    THOMAS M JENKS TRUSTEE
    10.00     		15,000 0 0
    C/0 2720 PARK STREET SUITE 211
    JACKSONVILLE,FL32205
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    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
    39,332,754
    b
    Average of monthly cash balances.......................
    1b
    1,239,849
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    40,572,603
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    40,572,603
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    608,589
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    39,964,014
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,998,201
    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
    1,998,201
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    13,120
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,120
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,985,081
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,985,081
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,985,081
    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
    2,449,627
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,449,627
    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
    2,449,627
    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 1,985,081
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 457,044
    b From 2016...... 251,666
    c From 2017...... 379,842
    d From 2018...... 127,324
    e From 2019...... 542,865
    fTotal of lines 3a through e........ 1,758,741
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,449,627
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,985,081
    e Remaining amount distributed out of corpus 464,546
    5 Excess distributions carryover applied to 2020. 0 0
    (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 2,223,287
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		457,044
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,766,243
    10 Analysis of line 9:
    a Excess from 2016.... 251,666
    b Excess from 2017.... 379,842
    c Excess from 2018.... 127,324
    d Excess from 2019.... 542,865
    e Excess from 2020.... 464,546
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    MARTHA JENKS SAWYER
    2720 PARK ST STE 211
    JACKSONVILLE,FL32205
    (904) 384-0440
    bThe form in which applications should be submitted and information and materials they should include:
    STATEMENT 11
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE TO BE MADE TO AID RELIGIOUS, EDUCATIONAL, CULTURAL, CHARITABLE, SCIENTIFIC AND LITERARY INSTITUTIONS.
    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
    2ND MILE MINISTRIES
    1650 MARGARET ST SUITE 302 339
    JACKSONVILLE,FL32204     		  PC LEADERSHIP DEVELOPMENT PATHWAY PROGRAM FOR AT RISK YOUTH 6,000
    ABRAHAM BALDWIN AGRICULTURAL COLLEGE FOUNDATION
    ABAC 13 2802 MOORE HWY
    TIFTON,GA31793     		  PC SCHOLARSHIPS 20,000
    AGAPE YOUTH AND FAMILY CENTER
    2210 MARIETTA BLVD NW
    ATLANTA,GA30318     		  PC EDUCATIONAL SERVICES FOR AT RISK FAMILIES 15,000
    AGING TRUE
    4250 LAKESIDE DR SUITE 116
    JACKSONVILLE,FL32210     		  PC MEALS ON WHEELS FOR SENIORS 5,000
    ALZHEIMER'S ASSN
    2402 NORTH TIFT AVE SUITE 102
    TIFTON,GA31794     		  PC WALK TO END ALZHEIMER'S BAINBRIDGE GA 3,000
    AMERICAN CANCER SOCIETY
    1430 PRUDENTIAL DR
    JACKSONVILLE,FL32207     		  PC SUPPORT FOR PATIENTS UNDERGOING TREATMENT 10,000
    AMERICAN DIABETES ASSN
    PMB3561650 MARGARET ST SUITE 302
    JACKSONVILLE,FL322043869     		  PC CAMP JADA 5,000
    AMERICAN HEART ASSN
    11207 BLUE HERON BLVD N
    ST PETERSBURG,FL33716     		  PC CAMP BOGGY CREEK; RESEARCH 15,000
    ANDREW COLLEGE
    501 COLLEGE ST
    CUTHBERT,GA398405550     		  PC ANNUAL FUND FOR SCHOLARSHIPS 10,000
    ANGELWOOD
    POBOX 24925
    JACKSONVILLE,FL322414925     		  PC SUPPORT FOR CHILDREN & ADULTS WITH DISABILITIES 15,000
    ARCHBOLD FOUNDATION
    910 SOUTH BROAD ST
    THOMASVILLE,GA31792     		  SO II COVID 19 RELIEF FUND 10,000
    ASCENSION ST VINCENTS FOUNDATION
    1 SHIRCLIFF WAY POBOX 41564
    JACKSONVILLE,FL32203     		  PC ANNUAL GIVING FUND TO PROVIDE THE NEEEDY WITH HEALTH CARE 50,000
    ASSN OF FUNDRAISING PROFESSIONALS
    POBOX 43024
    JACKSONVILLE,FL322033024     		  PC SCHOLARSHIPS FOR DEVELOPMENT PERSONNEL 2,500
    ATHENS AREA COMMUNITY FOUNDATION
    POBOX 1543
    ATHENS,GA306031543     		  PC COVID-19 RESPONSE FUND 5,000
    ATLANTA COMMUNITY FOOD BANK
    3400 NORTH DESERT DRIVE
    ATLANTA,GA30344     		  PC SUPPORT FAMILIES WITH FOOD INSECURITY 7,000
    ATLANTA HABITAT FOR HUMANITY
    824 MEMORIAL DRIVE SE
    ATLANTA,GA303161232     		  PC PROVIDE AFFORDABLE HOUSING 5,000
    ATLANTA HUMANE SOCIETY
    981 HOWELL MILL ROAD NW
    ATLANTA,GA30318     		  PC SHELTER MEDICINE PROGRAM 10,000
    ATLANTA MISSION
    PO BOX 1807
    ATLANTA,GA30301     		  PC EMERGENCY SHELTER AND SOCIAL SERVICE 15,000
    ATLANTA MUSIC PROJECT
    883 DILL AVENUE SW
    ATLANTA,GA30310     		  PC SUPPORT OF YOUNG MUSICIANS 10,000
    BAINBRIDGE LITTLE THEATRE
    POBOX 1245
    BAINBRIDGE,GA398181245     		  PC PROVIDE PERFORMING ARTS EXPOSURE TO YOUTH 3,000
    BAPTIST HEALTH FOUNDATION
    841 PRUDENTIAL DRSUITE 1300
    JACKSONVILLE,FL32207     		  PC APPRECIATIVE INQUIRY PROGRAM AT BAPTIST MEDICAL CTR. 50,000
    BASCA INC
    352 STOWE AVE
    ORANGE PARK,FL32073     		  PC PROVIDE PROGRAMS AND HOMES FOR ADULTS WITH DISABILITIES 5,000
    BEAM
    850 SIXTH AVE SOUTH SUITE 400
    JACKSONVILLE BEACH,FL32250     		  PC EMERGENCY ASSISTANCE TO DISADVANTAGED 5,000
    BENJAMIN FRANKLIN ACADEMY
    1585 CLIFTON RD NE
    ATLANTA,GA30329     		  PC WOOD SMETHURST SCHOLARSHIP FD. 10,000
    BIG BROTHERS BIG SISTERS OF NE FL
    40 EAST ADAMS ST SUITE 220
    JACKSONVILLE,FL32202     		  PC MENTORING PROGRAM FOR AT RISK YOUTH 5,000
    BOOKS FOR KEEPS
    POBOX 49761
    ATHENS,GA30604     		  PC BOOK DISTRIBUTIONS TO AT RISK CHILDREN 12,500
    BOYS AND GIRLS CLUBS OF MITCHELL CTY
    POBOX 606
    CAMILLA,GA31730     		  PC MENTORING PROGRAMS FOR AT RISK YOUTH 10,000
    BOYS AND GIRLS CLUBS OF NE FLORIDA
    555 WEST 25TH ST
    JACKSONVILLE,FL32206     		  PC MENTORING PROGRAMS FOR AT RISK YOUTH 20,000
    CATHEDRAL ARTS PROJECT
    207 N LAURA ST SUITE 300
    JACKSONVILLE,FL32202     		  PC VISUAL AND PERFORMING ARTS INSTRUCTION TO AT RISK YOUTH 5,000
    CATHOLIC CHARITIES
    40 EAST ADAMS ST SUITE 320
    JACKSONVILLE,FL32202     		  PC CAMP FOR YOUTH WITH DISABILITIES 5,000
    CHESS AND COMMUNITY CONFERENCE
    POBOX 48911
    ATHENS,GA30604     		  PC MENTORING PROGRAMS FOR AT RISK YOUTH 5,000
    CHILDREN'S RESTORATION NETWORK
    11285 ELKINS RD SUITE C-4
    ROSWELL,GA30076     		  PC PROGRAMS FOR HOMELESS CHILDREN AND MOTHERS 5,000
    CHRISTIAN CITY
    7345 RED OAK RD
    UNION CITY,GA30291     		  PC PROVIDE FOSTER CARE SERVICES 5,000
    CITY RESCUE MISSION
    426 S MCDUFF AVE
    JACKSONVILLE,FL32254     		  PC PROVIDE HOUSING AND ADDICTION RECOVERY TO THE HOMELESS 15,000
    CLARA WHITE MISSION
    613 WEST ASHLEY ST
    JACKSONVILLE,FL32202     		  PC HOUSING, TRAINING AND FEEDING OF VETERANS AND HOMELESS 15,000
    COMMUNITIES IN SCHOOLS
    6261 DUPONT STATION COURT E
    JACKSONVILLE,FL32217     		  PC DUVAL READS LITERACY PROJECT 5,000
    COMMUNITY HOSPICE & PALLIATIVE CARE FD
    4266 SUNBEAM RD
    JACKSONVILLE,FL32257     		  PC COMPASSIONATE SERVICES FOR END OF LIFE CARE 10,000
    COMMUNITY NUTCRACKER
    4446 HENDRICKS AVENUE SUITE 364
    JACKSONVILLE,FL32207     		  PC PERFORMANCE ARTS EDUCATION TO AT RISK YOUTH AND SCHOLARSHIPS 5,000
    CUMMER MUSEUM OF ART
    829 RIVERSIDE AVE
    JACKSONVILLE,FL32204     		  PC COVID-19 EXPENSE RELIEF 5,000
    DANIEL FOUNDATION INC
    4203 SOUTHPOINT BLVD
    JACKSONVILLE,FL32216     		  PC PROGRAMS FOR VULNERABLE CHILDREN 5,000
    DECATUR COUNTY SCHOOLS FOUNDATION
    POBOX 1070
    BAINBRIDGE,GA39818     		  PC PROVIDE ADDITIONAL CULTURAL OPPORTUNITIES 3,000
    DECATUR COUNTY-GILBERT H GRAGG LIBRARY FD
    301 S MONROE ST
    BAINBRIDGE,GA39819     		  PC CHILDREN'S SUMMER LITERACY PROGRAM 15,000
    DEPAUL SCHOOL OF NE FL
    3044 S SAN PABLO RD
    JACKSONVILLE,FL32224     		  PC EDUCATION TO YOUTH WITH SPECIFIC LEARNING DISABILITIES 10,000
    DOWN SYNDROME OF JACKSONVILLE
    8011 PHILIPS HIGHWAY SUITE 7
    JACKSONVILLE,FL32256     		  PC PROGRAMS FOR FAMILIES SUPPORTING INDIVIDUALS WITH DOWN SYNDROME 5,000
    DOWNTOWN ECUMENICAL SERVICES COUNCIL
    215 N OCEAN ST
    JACKSONVILLE,FL32202     		  PC FOOD, CLOTHING, AND FINANCIAL ASSISTANCE TO THE POOR 20,000
    DREAMS COME TRUE
    6803 SOUTHPOINT PARKWAY
    JACKSONVILLE,FL32216     		  PC PROGRAMS/SERVICES FOR CHILDREN WITH LIFE THREATENING ILLNESSES 10,000
    EAST TENNESSEE STATE UNIVERSITY FD
    PO BOX 70734
    JOHNSON CITY,TN376141710     		  PC AUDIOLOGY SCHOLARSHIP ENDOWMENT 25,000
    ECKERD COLLEGE
    4200 54TH AVE S
    ST PETERSBURG,FL33711     		  PC SCHOLARSHIP FUND 5,000
    EPILEPSY FLORIDA
    5209 SAN JOSE BLVD SUITE 102
    JACKSONVILLE,FL32207     		  PC SUPPORT SERVICES FOR INDIVIDUALS WITH EPILEPSY 5,000
    EPISCOPAL CHURCH OF THE GOOD SHEPHERD
    1100 STOCKTON ST
    JACKSONVILLE,FL32204     		  PC CHILDREN'S ENRICHMENT WORKSHOPS/POOL MAINTENANCE 5,000
    EPISCOPAL SCHOOL OF JACKSONVILLE
    4455 ATLANTIC BLVD
    JACKSONVILLE,FL32207     		  PC SCHOLARSHIP FUND 2,500
    EXCHANGE CLUB FAMILY CENTER
    3119 SPRING GLEN RD SUITE 111
    JACKSONVILLE,FL32207     		  PC PARENT AIDE PROGRAM TO PREVENT CHILD ABUSE 5,000
    FAMILY CONNECTION-COMMUNITIES IN SCHOOLS OF ATHENS
    PO BOX 1904
    ATHENS,GA306031904     		  PC PROVIDE LITERACY PROGRAMS FOR YOUTH 10,000
    FEEDING THE VALLEY
    PO BOX 8904
    COLUMBUS,GA319088904     		  PC FOOD BANK FACILITY IN SOUTHERN SERVICE AREA AND DOUGHERTY CTY 25,000
    FIRST PRESBYTERIAN CHURCH
    118 EAST MONROE ST
    JACKSONVILLE,FL32202     		  PC YOUTH PROGRAM SERVICES 20,000
    FITNESS AND CHARACTER EDUCATION
    1015 ATLANTIC BLVD SUITE 297
    ATLANTIC BEACH,FL32233     		  PC CHARACTER EDUCATION FOR AT RISK YOUTH 10,000
    FLAGLER COLLEGE
    74 KING ST
    ST AUGUSTINE,FL32084     		  PC FLAGLER SCHOLARSHIP FUN 25,000
    FLORIDA HUMANITIES COUNCIL
    599 SECOND ST SOUTH
    ST PETERSBURG,FL33701     		  PC MATCH NATIONAL ENDOWMENT FOR THE HUMANITIES/FLORIDA 5,000
    FOOD BANK OF NORTHEAST GEORGIA
    PO BOX 48857
    ATHENS,GA306048857     		  PC PROVIDE MEALS TO THE FOOD INSECURE 10,000
    FRIENDS OF DISABLED ADULTS AND CHILDREN
    4900 LEWIS RD
    STONE MOUNTAIN,GA30083     		  PC PROVIDE SERVICES AND MEDICAL EQUIPMENT TO THE DISABLED 10,000
    FRIENDS OF SOUTHWEST GA PUBLIC HEALTH
    1109 N JACKSON ST
    ALBANY,GA31701     		  PC SUMMER HEALTH AND FALL WORKERS PROGRAM 5,000
    FRIENDS WITH JESUS
    PO BOX 513
    BAINBRIDGE,GA39818     		  PC AFTER SCHOOL AND SUMMER PROGRAMS FOR AT RISK YOUTH 20,000
    GEORGIA CENTER FOR CHILD ADVOCACY
    PO BOX 17770
    ATLANTA,GA30316     		  PC PROVIDE SERVICES TO ABUSED AND AT RISK CHILDREN 15,000
    GEORGIA COURT APPOINTED SPECIAL ADVOCATES
    75 MARIETTA ST NW SUITE 404
    ATLANTA,GA30303     		  PC LEGAL ADVOCACY FOR FOSTER CHILDREN 5,000
    GEORGIA DEPT OF HUMAN SERVICES
    2 PEACHTREE ST NW SUITE 19-262
    ATLANTA,GA30303     		  GOV PROVIDE SERVICES TO YOUTH IN FOSTER CARE 5,000
    GEORGIA HEIRS PROPERTY LAW CTR
    PO BOX 49294
    ATHENS,GA30604     		  PC LEGAL SERVICES TO PROMOTE SOCIAL JUSTICE 15,000
    GEORGIA JUSTICE PROJECT
    438 EDGEWOOD AVE SE
    ATLANTA,GA30312     		  PC PRO BONO LEGAL SERVICES TO LOW INCOME INDIVIDUALS 15,000
    GEORGIA LIONS CAMP FOR THE BLIND
    5626 LAURA WALKER RD
    WAYCROSS,GA315036488     		  PC SCHOLARSHIPS FOR CAMP FOR THE BLIND 10,000
    GEORGIA RADIO READING SERVICE
    260 FOURTEENTH ST NW
    ATLANTA,GA30318     		  PC DELIVERY OF RADIO SHOWS FOR VISUALLY IMPAIRED 5,000
    GEORGIA SOUTHWESTERN FOUNDATION
    PO BOX 926
    AMERICUS,GA31709     		  PC CARTER LEADERSHIP PROGRAM FUND 15,000
    GEORGIA YOUTH SCIENCE & TECH CENTERS
    3201 CAMPUS LOOP RD NW
    KENNESAW,GA30144     		  PC SOUTHWEST GYST REGIONAL CTR PROGRAMMING 10,000
    GREENWOOD SCHOOL
    9920 REGENCY SQUARE BLVD
    JACKSONVILLE,FL32225     		  PC ANNUAL FUND FOR YOUTH WITH LEARNING DIFFERENCES 12,000
    GROVEWAY COMMUNITY GROUP
    89 GROVEWAY ST SUITE 106
    ROSWELL,GA30075     		  PC PROVIDE PROGRAMS FOR AT RISK YOUTH AND FAMILIES 10,000
    HALCYON HOME
    POBOX 1838
    THOMASVILLE,GA31799     		  PC PROVISION OF SERVICES TO VICTIMS OF DOMESTIC ABUSE 10,000
    HART FELT MINISTRIES
    7235 BONNEVAL RD SUITE 123
    JACKSONVILLE,FL32256     		  PC SERICES TO LOW INCOME SENIORS 5,000
    HAVEN HOSPICE
    4200 NW 90TH BLVD
    GAINESVILLE,FL32606     		  PC PROVIDE END OF LIFE SERVICES TO INDIVIDUALS 10,000
    HISTORIC WESTVILLE
    PO BOX 3442
    COLUMBUS,GA31903     		  PC ANNUAL FUND CAMPAIGN TO PRESERVE HISTORICAL BLDGS. 5,000
    HOPE HAVEN
    4600 BEACH BLVD
    JACKSONVILLE,FL32207     		  PC SCHOLARSHIPS FOR INTERVENTIONS FOR DISABLED YOUTH 10,000
    HOSPITAL AUTHORITY OF BAINBRIDGE-DECATUR COUNTY
    1500 E SHOTWELL ST
    BAINBRIDGE,GA39819     		  GOV WOMENS CENTER AT MEMORIAL HOSPITAL FOR HEALTHCARE AND EDUCATION 75,000
    HOSPITAL AUTHORITY OF EARLY COUNTY
    11740 COLUMBIA ST
    BLAKELY,GA39823     		  GOV EMERGENCY RELIEF COVID-19 10,000
    HUBBARD HOUSE
    PO BOX 4909
    JACKSONVILLE,FL32201     		  PC SHELTER SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE 15,000
    HUMANE SOCIETY OF CATAWBA COUNTY
    PO BOX 63
    HICKORY,NC28603     		  PC PET SHELTER SERVICES 5,000
    HUNTERS HOPE FOUNDATION
    POBOX 643 21 PRINCETON PL SUITE 12
    ORCHARD PARK,NY14127     		  PC RESEARCH/TREATMENT OF LEUKODYSTROPHIES 25,000
    INTERVARSITY CHRISTIAN FELLOWSHIP
    POBOX 7895
    MADISON,WI537077895     		  PC CHRISTIAN MINISTRY TO COLLEGE CAMPUSES 1,500
    JACK HADLEY BLACK HISTORY MUSEUM
    214 ALEXANDER ST
    THOMASVILLE,GA31792     		  PC MAINTENANCE OF MUSEUM TO HONOR BLACK HISTORY 20,000
    JACKSONVILLE HUMANE SOCIETY
    8464 BEACH BLVD
    JACKSONVILLE,FL32216     		  PC PROVIDE SHELTER SERVICES FOR ANIMALS 10,000
    JACKSONVILLE SCHOOL FOR AUTISM
    9000 SOUTHSIDE BLVD BLDG 900
    JACKSONVILLE,FL32256     		  PC EDUCATION AND SERVICES FOR YOUTH AND ADULTS WITH AUTISM 3,000
    JACKSONVILLE SYMPHONY ASSOCIATION
    300 WATER ST SUITE 200
    JACKSONVILLE,FL32202     		  PC MUSIC PROGRAMS FOR YOUTH AND ADULTS 10,000
    JACKSONVILLE UNIVERSITY
    2800 UNIVERSITY BLVD N
    JACKSONVILLE,FL32211     		  PC NURSING SCHOLARSHIP FUND 25,000
    JACKSONVILLE ZOO AND GARDENS
    370 ZOO PARKWAY
    JACKSONVILLE,FL32218     		  PC COVID-19 RELIEF FOR ANIMAL CARE 10,000
    JERICHO SCHOOL
    1351 SPRINKLE DR
    JACKSONVILLE,FL32211     		  PC INDIVIDUALIZED EDUCATION TO YOUTH WITH AUTISM 12,000
    KIWANIS CLUB OF JACKSONVILLE CHARITABLE FOUNDATION
    5510 MILMAR CIRCLE
    JACKSONVILLE,FL32207     		  PC SUPPORT FOR YOUTH EDUCATION INITIATIVES 5,000
    LOCAL INITIATIVES SUPPORT CORPORATION
    100 N LAURA ST SUITE 600
    JACKSONVILLE,FL32202     		  PC SUPPORT DEVELOPMENT OF DISTRESSED URBAN NEIGHBORHOODS 10,000
    LUTHERAN SOCIAL SERVICES OF NE FL
    4615 PHILIPS HIGHWAY
    JACKSONVILLE,FL32207     		  PC BACKPACK PROGRAM TO FEED AT RISK YOUTH 5,000
    MARGUERITE NEEL WMS BOYS & GIRLS CLUBS OF SW GEORGIA
    PO BOX 3026
    THOMASVILLE,GA31799     		  PC AFTER SCHOOL AND SUMMER PROGRAMS FOR AT RISK YOUTH 5,000
    MASON'S MISSION
    1038 WILLIS DRIVE
    JACKSONVILLE,FL32205     		  PC ENDOWMENT FUND FOR ACADEMIC SCHOLARSHIPS 5,000
    MAYO LIVINGSTON JR THANKSGIVING DAY DINNER INC
    519 EAST SHOTWELL ST
    BAINBRIDGE,GA39819     		  PF PROVIDE MEALS FOR THE ELDERLY AND POOR 15,000
    MCKENZIE NOELLE WILSON FOUNDATION
    POBOX 2529
    PONTE VEDRA BCH,FL32004     		  PC CHARACTER EDUCATION FOR YOUTH 5,000
    MEALS ON WHEELS ATLANTA
    1705 COMMERCE DR NW
    ATLANTA,GA30318     		  PC MEAL DELIVERY TO VULNERABLE SENIORS 12,500
    MEDSHARE
    3240 CLIFTON SPRINGS RD
    DECATUR,GA30034     		  PC COVID-19 RESPONSE 5,000
    MERCER UNIVERSITY
    1501 MERCER UNIVERSITY DR
    MACON,GA312070001     		  PC SCHOOL OF LAW ANNUAL FUND 25,000
    MISSION HOUSE
    800 SHETTER AVE
    JACKSONVILLE BCH,FL322504348     		  PC PROVIDE MEALS, CLOTHING AND ESSENTIALS TO VULNERABLE INDIVIDUALS 10,000
    MUSEUM OF SCIENCE AND HISTORY
    1025 MUSEUM CIRCLE
    JACKSONVILLE,FL32207     		  PC COVID-19 RELIEF 5,000
    NATIONAL ALLIANCE ON MENTAL ILLNESS
    PO BOX 600857
    JACKSONVILLE,FL32260     		  PC TRAINING AND ADVOCACY FOR INDIVIDUALS IMPACTED BY MENTAL ILLNESS 10,000
    NEMOURS FOUNDATION
    10140 CENTURION PARKWAY N
    JACKSONVILLE,FL32256     		  PC PATIENT AND FAMILY SUPPORT FUND 5,000
    NONPROFIT CENTER OF NE FL
    40 EAST ADAMS ST SUITE 100
    JACKSONVILLE,FL32202     		  PC PROGRAMS TO STRENGTHEN THE NONPROFIT COMMUNITY 25,000
    NORTH FLORIDA SCHOOL OF SPECIAL EDUCATION
    223 MILL CREEK RD
    JACKSONVILLE,FL32211     		  PC VOCATIONAL TRAINING FOR ADULTS WITH DISABILITIES 15,000
    NORTH FULTON COMMUNITY CHARITIES
    11270 ELKINS RD
    ROSWELL,GA30076     		  PC PROVIDE FOOD, CLOTHING AND SKILLS CLASSES TO VULNERABLE FAMILIES 10,000
    OLMSTED ARTS INC
    524 RIDGECREST RD NE
    ATLANTA,GA30307     		  PC VISUAL ARTS EDUCATION AND PROGRAMS 5,000
    PACE CENTER FOR GIRLS JACKSONVILLE
    2933 UNIVERSITY BLVD N
    JACKSONVILLE,FL32211     		  PC PROGRAMS TO ASSIST AT RISK GIRLS 10,000
    PHOEBE FOUNDATION
    425 WEST THIRD AVE SUITE 220
    ALBANY,GA31701     		  SO I COVID-19 RELIEF 15,000
    PINE CASTLE
    4911 SPRING PARK RD
    JACKSONVILLE,FL322077496     		  PC SERVICES FOR ADULTS WITH DISABILITIES 15,000
    PRESBYTERIAN SOCIAL MINISTRIES
    4115 POST ST
    JACKSONVILLE,FL32205     		  PC PROVIDE CLOTHING TO INDIVIDUALS IN NEED 5,000
    PREVENT BLINDNESS GA
    270 CARPENTER DR SUITE 606
    SANDY SPRINGS,GA30328     		  PC VISION SCREENING FOR ELDERLY AND INDIGENT 10,000
    PRISONERS OF CHRIST
    6940 ATLANTIC BLVD
    JACKSONVILLE,FL32211     		  NC EMPLOYMENT SERVICES FOR THE RECENTLY INCARCERATED 10,000
    QUIGLEY HOUSE
    PO BOX 8219
    FLEMING ISLAND,FL32006     		  PC SERVICES FOR SEXUALLY ABUSED AND BATTERED 10,000
    REEF BALL FOUNDATION
    890 HILL ST
    ATHENS,GA30606     		  PC PRESERVATION OF MARINE HABITATS 25,000
    RIVERSIDE PARK UNITED METHODIST CHURCH
    819 PARK ST
    JACKSONVILLE,FL32204     		  PC PROVIDE OUTREACH MINISTRIES TO COMMUNITY 5,000
    RIVERSIDE TRADITION HOUSE
    2911 RIVERSIDE AVE
    JACKSONVILLE,FL32205     		  PC SHELTER FOR RECOVERY FROM ALCOHOLISM AND DRUG ABUSE 10,000
    RONALD MCDONALD HOUSE CHARITIES OF JACKSONVILLE
    824 CHILDRENS WAY
    JACKSONVILLE,FL32207     		  PC LODGING FOR FAMILIES OF HOSPITALIZED CHILDREN 15,000
    SAMARITAN COUNSELING OF SW GA
    208 S BROAD ST
    BAINBRIDGE,GA39817     		  PC MENTAL HEALTH COUNSELING TO FAMILIES AT RISK 25,000
    SANCTUARY OF NE FL
    PO BOX 3301
    JACKSONVILLE,FL32206     		  PC AFTER SCHOOL PROGRAMS FOR AT RISK YOUTH 10,000
    SECOND HARVEST OF SOUTH GEORGIA
    1411 HARBIN CIRCLE
    VALDOSTA,GA31601     		  PC PROVIDE FOOD TO THE ECONOMICALLY CHALLENGED 25,000
    SENIORS ON A MISSION
    3000 SPRING PARK RDPOBOX 10021
    JACKSONVILLE,FL32207     		  PC VOLUNTEER PROGRAM FOR SENIORS AND MOBILE OUTREACH PGM 15,000
    SHEPHERD CENTER FD
    2020 PEACHTREE RD NW
    ATLANTA,GA303091465     		  PC RESEARCH AND ADVOCACY FOR PATIENTS WITH SPINAL CORD INJURY 15,000
    SHORTER UNIVERSITY
    315 SHORTER AVE NW
    ROME,GA30165     		  PC STUDENT SCHOLARSHIP FUND 10,000
    SOUTHERN REGIONAL TECHNICAL COLLEGE FOUNDATION
    15689 U S HIGHWAY 19 N
    THOMASVILLE,GA31792     		  PC KIRBO ENDOWED SCHOLARSHIP FD 25,000
    SOUTHERN SCHOLARSHIP FD
    322 STADIUM DRIVE
    TALLAHASSEE,FL32304     		  PC SCHOLARSHIPS TO COLLEGE STUDENTS IN FLORIDA 9,000
    SPECIAL OLYMPICS FL
    1915 DON WICKHAM DR
    CLERMONT,FL34711     		  PC SPORTS TRAINING AND FREE HEALTH EXAMS TO YOUTH AND ADULTS WITH DISABILITIES 5,000
    SPECIAL OLYMPICS GEORGIA
    PO BOX 8206
    BAINBRIDGE,GA398188206     		  PC PROVIDE SPORTS TO INDIVIDUALS WITH DISABILITIES 3,000
    SPRUILL CENTER FOR THE ARTS
    5339 CHAMBLEE DUNWOODY RD
    ATLANTA,GA30338     		  PC INSTRUCTIONAL PROGRAMS FOR VISUAL ARTS 3,000
    ST MARY'S EPISCOPAL CHURCH
    1924 N LAURA ST
    JACKSONVILLE,FL32206     		  PC PROVIDING CLOTHING AND MINISTRY TO THE NEEDY 10,000
    STETSON UNIVERSITY
    421 N WOODLAND BLVD UNIT 8286
    DELAND,FL32723     		  PC KIRBO CHARITABLE FD SCHOLARSHIP FUND 10,000
    STEWART CTY HISTORICAL COMMISSION
    PO BOX 818
    LUMPKIN,GA318150818     		  PC PRESERVATION OF HISTORIC BLDGS. 15,000
    SULZBACHER CENTER
    611 E ADAMS ST
    JACKSONVILLE,FL32202     		  PC PEDIATRIC DENTAL SERVICES TO THE HOMELESS 15,000
    SWEET OLIVE ANIMAL RESCUE
    855 PARKVIEW RD
    WINTERVILLE,GA30683     		  PC INFRASTRUCTURE FOR PATHWAYS, FENCING FOR ANIMAL SHELTER 5,000
    TALL TIMBERS RESEARCH
    13093 HENRY BEADEL DR
    TALLAHASSEE,FL323120918     		  PC RESEARCH AND CONSERVATION OF FORESTS AND LAND 10,000
    THE CARTER CENTER
    ONE COPENHILL 453 JOHN LEWIS
    FREEDOM PARKWAY
    ATLANTA,GA30307     		  PC PRESIDENTIAL LIBRARY EDUCATION 15,000
    THE FLORIDA THEATRE
    128 EAST FORSYTH ST
    JACKSONVILLE,FL32202     		  PC MAINTENANCE OF HISTORICAL PERFORMING ARTS VENUE 5,000
    THE SALVATION ARMY
    328 N OCEAN ST
    JACKSONVILLE,FL32202     		  PC PROVIDE SERVICES TO VICTIMS OF NATURAL DISASTERS 10,000
    THEATRE JACKSONVILLE
    2032 SAN MARCO BLVD
    JACKSONVILLE,FL32207     		  PC PERFORMING ARTS EDUCATION FOR YOUTH 5,000
    TRINITY RESCUE MISSION
    622 WEST UNION ST
    JACKSONVILLE,FL32202     		  PC SERVICES TO THE HOMELESS AND SUBSTANCE ADDICTED 5,000
    UNITED WAY OF GREATER ATLANTA
    40 COURTLAND ST NE
    ATLANTA,GA30303     		  PC COVID-19 RELIEF 5,000
    UNITED WAY OF NE FL
    40 EAST ADAMS ST SUITE 200
    JACKSONVILLE,FL32202     		  PC COVID-19 RELIEF 25,000
    UNIVERSITY OF FL FOUNDATION
    POBOX 14425
    GAINESVILLE,FL326042425     		  PC SCHOOL OF NURSING INNOVATION AND LEARNING LAB 500,000
    UNIVERSITY OF GA FOUNDATION
    ONE PRESS PL SUITE 101
    ATHENS,GA30602     		  PC LAMAR DODD SCHOOOL OF ART AND ODUM SCHOOL OF ECOLOGY FUNDS 50,000
    UNIVERSITY OF NORTH FL FOUNDATION
    1 UNF DR ALUMNI HALL
    JACKSONVILLE,FL322247699     		  PC BROOKS SCHOOL OF HEALTH SIM LAB 25,000
    VALDOSTA ROTARY FOUNDATION
    PO BOX 517
    VALDOSTA,FL31603     		  PC DOLLY PARTON'S IMAGINATION LIBRARY PROGRAM-LOWNDES CTY 10,000
    VASHTI CENTER FOR CHILDREN AND FAMILIES
    1815 E CLAY ST
    THOMASVILLE,GA31792     		  PC MENTAL HEALTH COUNSELING TO YOUTH 10,000
    VISION IS PRICELESS
    4615 PHILIPS HIGHWAY SUITE 100A
    JACKSONVILLE,FL32207     		  PC VISION SCREENING FOR VULNERABLE YOUTH 2,000
    VOLUNTEERS IN MEDICINE
    41 E DUVAL ST
    JACKSONVILLE,FL32202     		  PC FREE HEALTHCARE TO LOW INCOME INDIVIDUALS 5,000
    WILDERNESS WORKS
    644 MEMORIAL DR SE
    ATLANTA,GA30312     		  PC PROVIDE FOOD FOR ECONOMICALLY CHALLENGED FAMILIES 10,000
    WISH FOR OUR HEROES
    POBOX 915
    PONTE VEDRA BCH,FL32004     		  PC ASSISTING LOCAL MILITARY FAMILIES IN NEED 5,000
    WOMEN'S CENTER OF JACKSONVILLE
    5644 COLCORD AVE
    JACKSONVILLE,FL322117017     		  PC SUPPORT SERVICES FOR SEXUALLY ASSAULTED WOMEN 10,000
    YMCA OF BAINBRIDGE-DECATUR COUNTY
    1818 E SHOTWELL ST
    BAINBRIDGE,GA39819     		  PC PROVIDING HEALTH AND COUNSELING SERVICES TO LOCAL FAMILIES 55,000
    YOUNG LIFE
    4526 OAK BAY DR W
    JACKSONVILLE,FL32277     		  PC CHRISTIAN MINISTRY TO LOCAL HIGH SCHOOL AND COLLEGE YOUTH 12,000
    YOUTH CRISIS CENTER
    3015 PARENTAL HOME RD
    JACKSONVILLE,FL32216     		  PC PROVIDE PROGRAMS FOR VULNERABLE YOUTH AND THEIR FAMILIES 15,000
    Total .................................bullet 3a 2,349,500
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 201,937  
    4 Dividends and interest from securities....     14 459,190  
    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 ............     		    18 520,681  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,181,808 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,181,808
    (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

    TY 2020 AccountingFeesSchedule
    Name:
    THE THOMAS M AND IRENE KIRBO
     
    CHARITABLE FOUNDATION
    EIN:
    59-6197946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,712 486 0 9,226

    TY 2020 GeneralExplanationAttachment
    Name:
    THE THOMAS M AND IRENE KIRBO
     
    CHARITABLE FOUNDATION
    EIN:
    59-6197946
    Identifier Return Reference Explanation
    STATEMENT 11 FORM 990-PF, PAGE 10, PART XV, LINE 2B THE FORM IN WHICH APPLICATIONS SHOULD BE SUBMITTED AND INFORMATION AND MATERIALS THEY SHOULD INCLUDE:1. NAME AND ADDRESS OF THE TAX-EXEMPT ORGANIZATION, WHICH WILL BE THE RECIPIENT OF THE GRANT OF FUNDS.2. WAS THE APPLICANT THE BENEFICIARY OF A CONTRIBUTION FROM MR. THOMAS M. KIRBO DURING HIS LIFETIME. 3. STATE THE AMOUNT REQUESTED AND THE PURPOSE OF THE GRANT.4. THE POSITION OR RELATIONSHIP TO THE APPLICANT ORGANIZATION OF THE INDIVIDUAL SIGNING THE GRANT REQUEST.5. STATE WHETHER AID HAS BEEN SOUGHT AND GRANTED DURING THE PRECEDING THREE YEARS, AND THE CURRENT YEAR, FROM OTHER FOUNDATIONS OR SOURCES; AND IF SO, THE NAMES OF THE FOUNDATIONS AND AMOUNTS SOUGHT OR RECEIVED FROM EACH. 6. A STATEMENT THAT THE REQUESTING ORGANIZATION WILL, UPON REQUEST OF THE THOMAS M. KIRBO AND IRENE B. KIRBO CHARITABLE FOUNDATION FURNISH A REPORT SHOWING HOW ANY FUNDS GRANTED WERE SPENT. SUCH GRANTS MUST MEET THE QUALIFICATIONS AND REQUIREMENTS AS SET FORTH IN SECTION 2055(A)(2) OF THE INTERNAL REVENUE CODE OF 1954.7. THE NAME AND BUSINESS AFFILIATIONS OF THE BOARD OF DIRECTORS OR THE TRUSTEES RESPONSIBLE FOR THE MANAGEMENT OF THE APPLYING ORGANIZATION. 8. THE NAME AND QUALIFICATIONS OF THE PERSONS WHO WILL ADMINISTER THE GRANT, IF MADE.9. A STATEMENT THAT THE GRANT REQUIRES FIRST EXECUTED BY A PERSON AUTHORIZED TO SUBMIT THE SAME ON BEHALF OF THE REQUESTING ORGANIZATION, AND SUCH STATEMENT TO BE ATTACHED HERETO.10. THE FOLLOWING ATTACHMENTS ARE TO BE FORWARDED WITH THIS APPLICATION:A. A COPY OF THE MOST RECENT LETTER OF EXEMPTION FROM THE INTERNAL REVENUE SERVICE DEMONSTRATING THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE.B. A COPY OF THE FORM OR LETTER FROM THE INTERNAL REVENUE SERVICE CLASSIFYING AS NOT A PRIVATE FOUNDATION" UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. IF THIS IS NOT AVAILABLE, AN EXPLANATION SHOULD BE SUBMITTED AS TO THE STATUS OF THE APPLICANT.C. A STATEMENT BY YOU THAT YOUR ORGANIZATION'S TAX EXEMPTION UNDER IRC SECTION 501 (C) (3) AND YOUR STATUS UNDER SECTION 509 (A) HAD NOT BEEN REVOKED OR MODIFIED.D. THE LATEST BALANCE SHEET AND DETAILED INCOME STATEMENT (AS AUDITED BY YOUR ORGANIZATION'S CERTIFIED PUBLIC ACCOUNTANTS, IF SUCH AUDITS ARE MADE).GRANT REQUESTS, WHEN RECEIVED, WILL BE DISTRIBUTED TO THE TRUSTEES OF THE THOMAS M. KIRBO AND IRENE B. KIRBO CHARITABLE FOUNDATION FOR PROCESSION AND WILL NOT BE RETURNED TO THE APPLICANT.WHEN THE GRANT REQUEST HAS BEEN ACTED UPON BY THE TRUSTEES, SUCH ACTION IS FINAL UPON THE APPLICATION AS PRESENTED. IT NORMALLY WILL NOT BE CARRIED OVER FOR FUTURE CONSIDERATION AT LATER TRUSTEES' MEETINGS UNLESS SPECIFICALLY DESIGNATED FOR FUTURE INVESTIGATION OR DEFERRED BY THE TRUSTEES. THE APPLICANT IS NOT, HOWEVER, PRECLUDED FROM MAKING OTHER NEW GRANT REQUESTS IN THE FUTURE UNLESS THE FIELD OF A DENIAL REQUEST IS ONE WHICH THE TRUSTEES HAS LIMITED BY A POLICY DETERMINATION.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE THOMAS M AND IRENE KIRBO
     
    CHARITABLE FOUNDATION
    EIN:
    59-6197946
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ARCHER-DANIELS-MIDLA 2.750% 3/27/25 87,010 87,010
    AMERICAN HONDA FINAN 2.400% 6/27/24 79,665 79,665
    ABBVIE INC 2.900% 11/06/22 52,304 52,304
    AMGEN INC 3.200% 11/02/27 67,364 67,364
    AMAZON.COM INC 3.300% 12/05/21 76,729 76,729
    ANTHEM INC 3.650% 12/01/27 74,956 74,956
    AMERICAN INTL GROUP 4.125% 2/15/24 55,361 55,361
    BP CAP MARKETS AMERI 2.750% 5/10/23 47,463 47,463
    BP CAP MARKETS AMERI 4.234% 11/06/28 71,705 71,705
    BLACKROCK INC 3.500% 3/18/24 65,904 65,904
    BURLINGTN NORTH SANT 3.000% 4/01/25 87,677 87,677
    BANK OF AMERICA CORP 2.625% 4/19/21 75,524 75,524
    BANK OF NY MELLON CO 3.250% 5/16/27 112,617 112,617
    BANK OF NEW YORK MEL 3.550% 9/23/21 76,588 76,588
    BRISTOL-MYERS SQUIBB 0.750% 11/13/25 75,514 75,514
    COMERICA BANK 2.500% 7/23/24 53,173 53,173
    COCA-COLA CO/THE 1.650% 6/01/30 77,035 77,035
    CINTAS CORPORATION 2.900% 4/01/22 61,757 61,757
    CHEVRON CORP 2.954% 5/16/26 72,116 72,116
    COMCAST CORP 3.950% 10/15/25 68,933 68,933
    CATERPILLAR FINL SER 0.800% 11/13/25 90,719 90,719
    CVS HEALTH CORP 2.875% 6/01/26 76,828 76,828
    CITIGROUP INC 2.700% 3/30/21 75,434 75,434
    EASTMAN CHEMICAL CO 3.600% 8/15/22 67,904 67,904
    EXXON MOBIL CORPORAT 2.440% 8/16/29 81,412 81,412
    ESSEX PORTFOLIO LP 3.250% 5/01/23 61,130 61,130
    EXPRESS SCRIPTS HOLD 3.000% 7/15/23 52,743 52,743
    GLAXOSMITHKLINE CAPI 2.850% 5/08/22 67,226 67,226
    GENERAL MOTORS FINL 5.100% 1/17/24 67,143 67,143
    GEORGIA POWER CO 2.200% 9/15/24 31,605 31,605
    GOLDMAN SACHS GROUP 3.750% 2/25/26 56,798 56,798
    HUNTINGTON BANCSHARE 2.625% 8/06/24 80,147 80,147
    HALLIBURTON COMPANY 3.500% 8/01/23 74,795 74,795
    HSBC USA INC 3.500% 6/23/24 54,722 54,722
    INTEL CORP 2.450% 11/15/29 86,781 86,781
    IBM CORP 3.300% 5/15/26 73,447 73,447
    ILLINOIS TOOL WORKS 3.375% 9/15/21 50,644 50,644
    JPMORGAN CHASE & CO 2.950% 10/01/26 77,661 77,661
    MCDONALD'S CORP 3.800% 4/01/28 64,292 64,292
    MORGAN STANLEY 3.625% 1/20/27 74,439 74,439
    MITSUBISHI UFJ FIN 2.801% 7/18/24 75,036 75,036
    NORTHROP GRUMMAN COR 4.400% 5/01/30 93,094 93,094
    NUTRIEN LTD 1.900% 5/13/23 77,471 77,471
    PRECISION CASTPARTS 3.250% 6/15/25 71,822 71,822
    PRINCIPAL FINANCIAL 3.100% 11/15/26 66,895 66,895
    PNC FINANCIAL SERVIC 3.150% 5/19/27 78,258 78,258
    PROV ST JOSEPH HLTH 2.532% 10/01/29 74,901 74,901
    REGIONS FINANCIAL CO 2.250% 5/18/25 68,931 68,931
    SOUTHERN CO 2.950% 7/01/23 47,653 47,653
    STARBUCKS CORP 3.500% 3/01/28 68,770 68,770
    SUMITOMO MITSUI FINL 2.784% 7/12/22 77,755 77,755
    US BANCORP 3.900% 4/26/28 65,343 65,343
    VERIZON COMMUNICATIO 2.625% 8/15/26 76,704 76,704
    VISA INC 2.050% 4/15/30 85,562 85,562
    WESTPAC BANKING CORP 3.350% 3/08/27 62,275 62,275
    WELLPOINT INC 3.300% 1/15/23 47,598 47,598
    WASTE MANAGEMENT INC 2.900% 9/15/22 77,721 77,721
    FUCHS PETROLUB SE-PREF ADR 10,829 10,829

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE THOMAS M AND IRENE KIRBO
     
    CHARITABLE FOUNDATION
    EIN:
    59-6197946
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FORD CREDIT FLOORPLA 2.840% 3/15/24 66,979 66,979
    WELLS FARGO COMMERCI 3.370% 1/15/59 91,120 91,120
    AIA GROUP LTD-SP ADR 76,397 76,397
    AMBEV SA-SPN ADR 25,107 25,107
    ADIDAS-AG ADR 33,670 33,670
    ADYEN NV-UNSPON ADR 86,861 86,861
    AIR LIQUIDE - ADR 19,997 19,997
    ALCON INC 25,798 25,798
    ALFA LAVAL AB-UNSPON ADR 24,055 24,055
    ALLIANZ SE - UNSP ADR 50,261 50,261
    ATLAS COPCO AB ADR 62,931 62,931
    ALIBABA GROUP HOLDING LTD ADR 23,971 23,971
    BANCO BILBAO VIZCAYA ARGENT- ADR 32,846 32,846
    CHUGAI PHARMACEUTIC-UNSP ADR 43,730 43,730
    CHECK POINT SOFTWARE TECH COM 46,784 46,784
    CANADIAN NATL RR CO COM 20,212 20,212
    DASSAULT SYSTEMES S.A. - ADR 63,545 63,545
    DBS GROUP HOLDINGS LIMITED - ADR 53,539 53,539
    DIAGEO PLC - ADR 28,427 28,427
    EPIROC AB-UNSP ADR 30,143 30,143
    FANUC CORPORATION ADR 19,703 19,703
    FOMENTO ECONOMICO MEX-SP ADR 30,081 30,081
    HDFC BANK LTD. - ADR 24,713 24,713
    ICICI BANK LTD. - ADR 30,225 30,225
    INFINEON TECHNOLOGIES AG - ADR 92,443 92,443
    ITAU UNIBANCO H-SPON PRF ADR 33,160 33,160
    KOMATSU LIMITED - ADR 28,208 28,208
    KUBOTA LIMITED - ADR 32,661 32,661
    LINDE PLC 30,831 30,831
    LOREAL - ADR 59,930 59,930
    LUKOIL PJSC-SPON ADR 21,738 21,738
    LONZA GROUP AG ADR 51,969 51,969
    NITORI HLDGS CO LTD-UNSP ADR 21,879 21,879
    NESTLE S.A. REGISTERED SHARES - ADR 44,411 44,411
    NOVOZYMES A/S UNSPONS ADR 17,235 17,235
    PING AN INSURANCE-ADR 28,739 28,739
    ROYAL DUTCH SHELL PLC ADR 22,653 22,653
    ROCHE HOLDINGS LTD - ADR 55,984 55,984
    RIO TINTO PLC - ADR 43,477 43,477
    SAP SE ADR 67,803 67,803
    SCHNEIDER ELECTRIC SE - ADR 46,638 46,638
    SHIONOGI & CO LTD-UNSPON ADR 15,234 15,234
    SGS SA ADR 19,953 19,953
    SONOVA HOLDIN-UNSPON ADR 26,843 26,843
    SYSMEX CORP-UNSPON ADR 36,872 36,872
    SYMRISE AG ADR 30,837 30,837
    TENCENT HOLDINGS LTD-UNS ADR 50,682 50,682
    TAIWAN SEMICONDUCTOR MANUFACTU - ADR 97,155 97,155
    UNILEVER PLC - ADR 31,025 31,025
    UNI CHARM CORPORATION ADR 45,361 45,361
    YANDEX NV-A 18,369 18,369
    COCA COLA CO 208,666 208,666
    ARCHER DANIELS MIDLAND CO 81,110 81,110
    AMERICAN INTERNATIONAL GROUP, INC 94,385 94,385
    ALLSTATE CORP 91,901 91,901
    BROADCOM INC 91,949 91,949
    CONAGRA BRANDS INC 75,457 75,457
    CARDINAL HEALTH INC COM 87,463 87,463
    CATERPILLAR INC 99,019 99,019
    CIGNA CORP 86,603 86,603
    COMCAST CORP CLASS A 97,307 97,307
    CONOCOPHILLIPS 86,098 86,098
    CISCO SYSTEMS INC 85,562 85,562
    COGNIZANT TECH SOLUTIONS CRP COM 90,063 90,063
    CVS HEALTH CORPORATION 90,566 90,566
    DUPONT DE NEMOURS INC 114,060 114,060
    DISCOVER FINANCIAL SERVICES 93,880 93,880
    WALT DISNEY CO 110,701 110,701
    DOLLAR TREE INC 84,703 84,703
    EDISON INTL COM 83,676 83,676
    HONEYWELL INTERNATIONAL INC 85,505 85,505
    INTEL CORP 76,225 76,225
    JOHNSON & JOHNSON 80,264 80,264
    LOWES COS INC 75,600 75,600
    MONDELEZ INTERNATIONAL INC 88,757 88,757
    MERCK & CO INC NEW 76,728 76,728
    MOTOROLA SOLUTIONS, INC. 83,329 83,329
    NORTHROP GRUMMAN CORP 76,180 76,180
    ORACLE CORPORATION 81,898 81,898
    RAYTHEON TECHNOLOGIES CORP 84,954 84,954
    AT & T INC 70,491 70,491
    TRUIST FINANCIAL CORP 87,041 87,041
    VIATRIS INC 11,300 11,300
    VERIZON COMMUNICATIONS 79,430 79,430
    AGILENT TECHNOLOGIES INC 4,384 4,384
    ARCH CAPITAL GROUP LTD 22,291 22,291
    AUTODESK INC 46,717 46,717
    ANSYS INC 30,559 30,559
    AON PLC 11,409 11,409
    AIR PRODS & CHEMS INC COM 9,563 9,563
    BROOKFIELD ASSET MANAGE-CL A 65,949 65,949
    BROOKFIELD RENEWABLE COR-A 2,156 2,156
    BROWN FORMAN CORP CL B 8,420 8,420
    BRIGHT HORIZONS FAMILY SOLUTIO 7,785 7,785
    BROOKFIELD INFRASTRUCTURE-A 21,329 21,329
    BLACK KNIGHT INC 39,404 39,404
    BROWN & BROWN INC 21,335 21,335
    CREDIT ACCEPTANCE CORPMICHIGAN 20,076 20,076
    CBRE GROUP INC 30,607 30,607
    COLFAX CORPORATION 5,468 5,468
    COGNEX CORP 3,051 3,051
    CANNAE HOLDINGS INC 3,409 3,409
    COPART INC COM 47,846 47,846
    COSTAR GROUP, INC 34,198 34,198
    DOLLAR GENERAL CORP 7,571 7,571
    DOMINOS PIZZA INC 19,556 19,556
    FASTENAL CO 20,362 20,362
    FNF GROUP 20,444 20,444
    FIRST REPUBLIC BANK/SAN FRANCI 13,224 13,224
    LIBERTY FORMULA ONE COMMON STOCK 1,026 1,026
    LIBERTY FORMULA ONE COMMON STOCK 13,760 13,760
    GUIDEWIRE SOFTWARE INC 23,815 23,815
    HYATT HOTELS CORP 10,395 10,395
    HEICO CORP CL A 18,847 18,847
    HOWARD HUGHES CORP/THE 12,550 12,550
    HILTON WORLDWIDE HOLDINGS IN 39,942 39,942
    IDEXX CORP 21,994 21,994
    IHS MARKIT LTD 21,649 21,649
    GARTNER INC 27,553 27,553
    KKR & CO INC -A 44,701 44,701
    CARMAX INC 43,357 43,357
    KENNEDY-WILSON HOLDINGS INC 7,550 7,550
    LIBERTY BROADBAND CORP 8,982 8,982
    LIBERTY BROADBAND CORP 38,012 38,012
    LENNAR CORPORATION CLASS A COMMON 20,201 20,201
    LIBERTY SIRIUSXM GROUP 3,887 3,887
    LIBERTY SIRIUSXM GROUP 10,268 10,268
    LIVE NATION ENT INC 22,264 22,264
    MICROCHIP TECHNOLOGY INC COM 27,622 27,622
    MOODYS CORP 14,802 14,802
    MARKEL HOLDINGS 35,132 35,132
    MARTIN MARIETTA MATLS INC COM 19,878 19,878
    MSCI INC 16,075 16,075
    MOTOROLA SOLUTIONS, INC. 15,305 15,305
    M & T BANK CORPORATION COM 5,219 5,219
    METTLER-TOLEDO INTL INC 25,073 25,073
    VAIL RESORTS INC COM 27,059 27,059
    O'REILLY AUTOMOTIVE INC 36,206 36,206
    PROGRESSIVE CORP OHIO 11,371 11,371
    RESTAURANT BRANDS INTERN 26,277 26,277
    ROPER TECHNOLOGIES INC 28,883 28,883
    ROSS STORES INC 12,772 12,772
    REALPAGE INC 22,159 22,159
    S&P GLOBAL INC 7,561 7,561
    SQUARE INC 10,229 10,229
    SUMMIT MATERIALS INC 6,365 6,365
    TRANSDIGM GROUP INC 71,168 71,168
    TRANSUNION 23,317 23,317
    TYLER TECHNOLOGIES INC 14,405 14,405
    VULCAN MATERIALS COMPANY 37,226 37,226
    VERISK ANALYTICS INC 22,835 22,835
    VERISIGN INC COM 28,998 28,998
    WIX.COM LTD 35,494 35,494
    SLACK TECHNOLOGIES INC 10,687 10,687
    ARTISAN PARTNERS ASSET MANAGEM 30,003 30,003
    AUTOHOME INC-ADR 79,796 79,796
    APTARGROUP INC COM 18,480 18,480
    ATRION CORP 17,983 17,983
    ASPEN TECHNOLOGY INC COM 52,230 52,230
    DONALDSON CO INC 19,223 19,223
    DRIL-QUIP INC COM 16,084 16,084
    EMCOR GROUP INC COM 54,510 54,510
    FACTSET RESH SYS INC COM 41,563 41,563
    FIRST HAWAIIAN INC 58,361 58,361
    GRACO INC 58,459 58,459
    ACUSHNET HOLDINGS CORP 47,351 47,351
    HENRY JACK & ASSOC INC COM 24,946 24,946
    MANHATTAN ASSOCIATES, INC COM 44,176 44,176
    MOELIS & CO 34,930 34,930
    POOL CORPORATION 72,265 72,265
    PRIMERICA INC 56,786 56,786
    PRICESMART INC 30,333 30,333
    RLI CORP COM 30,308 30,308
    RBC BEARINGS INC 30,974 30,974
    RIGHTMOVE PLC-UNSP ADR 59,661 59,661
    SIMPSON MFG INC COM 41,118 41,118
    TELEDYNE TECHNOLOGIES INC 90,547 90,547
    TORO CO 50,834 50,834
    WATTS WATER TECHNOLOGIES INC 44,177 44,177
    PRINCIPAL PREFERRED SEC-R6 #8200 616,652 616,652
    VANGUARD FTSE DEVELOPED ETF 4,259,286 4,259,286
    OAKMARK INTERNATIONAL-INST #2886 1,805,330 1,805,330
    ABERDEEN EMERG MARKETS-INST #5840 696,522 696,522
    VANGUARD 500 INDEX FD- ADM #540 11,134,732 11,134,732
    EDGEWOOD GROWTH INSTL #2131 3,543,066 3,543,066
    ISHARES CORE S&P MIDCAP ETF 1,335,312 1,335,312

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE THOMAS M AND IRENE KIRBO
     
    CHARITABLE FOUNDATION
    EIN:
    59-6197946
    US Government Securities - End of Year Book Value:

    3,247,498
    US Government Securities - End of Year Fair Market Value:

    3,247,498
    State & Local Government Securities - End of Year Book Value:


    328,076
    State & Local Government Securities - End of Year Fair Market Value:


    328,076


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE THOMAS M AND IRENE KIRBO
     
    CHARITABLE FOUNDATION
    EIN:
    59-6197946
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FTI CONSULTING INC COM FMV 51,615 51,615
    ATLAS INSTL FUND LTD - OFFSHORE FMV 792,412 792,412
    LHP ATLAS THREE BRIDGES EUROPE LTD FMV 281,813 281,813
    NEWFOUNDLAND TERRANOVA OFFSHORE FUND FMV 245,227 245,227
    STRATEGIC VALUE RESTRUCTURING LTD FMV 547,424 547,424
    TIG ARBITRAGE ENHANCED LTD SER 2 FMV 409,575 409,575
    MAGNITUDE INTERNATIONAL-A FMV 1,300,727 1,300,727
    ROSE GROVE OFFSHORE FD I LTD FMV 519,406 519,406
    SPF SECURITIZED PRODUCTS FUND LTD FMV 656,586 656,586
    EQUITY RESIDENTIAL PPTYS TR SH BEN FMV 73,981 73,981
    BROOKFIELD PROPERTY REIT INC FMV 2,898 2,898
    EQUINIX INC FMV 15,712 15,712
    SBA COMMUNICATIONS CORP FMV 41,191 41,191
    VORNADO REALTY TRUST FMV 3,025 3,025

    TY 2020 OtherAssetsSchedule
    Name:
    THE THOMAS M AND IRENE KIRBO
     
    CHARITABLE FOUNDATION
    EIN:
    59-6197946
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OFFICE EQUIPMENT 2,084 2,084 2,084
    DIAMOND RING 12,500 12,500 12,500


    TY 2020 OtherExpensesSchedule
    Name:
    THE THOMAS M AND IRENE KIRBO
     
    CHARITABLE FOUNDATION
    EIN:
    59-6197946
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 1,500 75 0 1,425
    MISCELLANEOUS EXPENSE 110 5 0 105
    TELEPHONE 1,493 75 0 1,418


    TY 2020 OtherIncreasesSchedule
    Name:
    THE THOMAS M AND IRENE KIRBO
     
    CHARITABLE FOUNDATION
    EIN:
    59-6197946
    Description Amount
    UNREALIZED GAIN ON SECURITIES 4,025,929


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE THOMAS M AND IRENE KIRBO
     
    CHARITABLE FOUNDATION
    EIN:
    59-6197946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK TRUSTEE FEE ABBOT DOWNING 227,701 227,701 0 0


    TY 2020 TaxesSchedule
    Name:
    THE THOMAS M AND IRENE KIRBO
     
    CHARITABLE FOUNDATION
    EIN:
    59-6197946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 4,975 4,975 0 0