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
W AND H THOMAS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1802
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PROVIDENCE, RI029011802
A Employer identification number

36-6917007
B Telephone number (see instructions)

(888) 866-3275
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$21,701,612J 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      
4 Dividends and interest from securities... 398,243 398,213  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 599,163
b Gross sales price for all assets on line 6a 4,553,269
7 Capital gain net income (from Part IV, line 2)... 599,163
8 Net short-term capital gain......... 0
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........ 997,406 997,376  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 259,090 194,318   64,773
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 1,540 0 0 1,540
b Accounting fees (attach schedule)....... Click to see attachment 1,675 1,005 0 670
c Other professional fees (attach schedule).... Click to see attachment 33,098 2,009   31,089
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,226 1,426   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 298,629 198,758 0 98,072
25 Contributions, gifts, grants paid....... 1,434,850 1,434,850
26 Total expenses and disbursements. Add lines 24 and 25 1,733,479 198,758 0 1,532,922
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -736,073
b Net investment income (if negative, enter -0-) 798,618
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......... 576,213 755,332 755,332
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 14,541,978 Click to see attachment13,634,913 20,881,161
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 65,381 65,119 65,119
13 Investments—other (attach schedule)..........     0
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) 15,183,572 14,455,364 21,701,612
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
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........ 15,183,572 14,455,364
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 15,183,572 14,455,364
30 Total liabilities and net assets/fund balances (see instructions). 15,183,572 14,455,364
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
15,183,572
2
Enter amount from Part I, line 27a .....................
2
-736,073
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,865
4
Add lines 1, 2, and 3 ..........................
4
14,455,364
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
14,455,364
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 345. AT&T INC   2016-08-25 2020-07-17
b 655. AT&T INC   2008-06-14 2020-07-17
c 250000. AMERICAN HONDA FIN CORP SR UNSECD MTN   2017-08-25 2020-07-20
d 150. AMGEN INC COM   2018-10-01 2020-02-20
e 9. APPLE INC COM   2014-02-06 2020-02-04
53. APPLE INC COM   2014-02-06 2020-09-15
10. APPLE INC COM   2014-02-06 2020-11-24
15. APPLE INC COM   2014-02-06 2020-12-23
120. BLACKROCK INC CL A   2012-08-03 2020-07-17
42149.631 BLACKSTONE ALTERNATIVE MULTI- STRATEGY FUND-ISTL   2017-05-03 2020-05-27
106. BOEING CO   2010-09-27 2020-01-23
199. BOEING CO   2009-09-28 2020-01-23
4. CARRIER GLOBAL CORP COM   2004-11-05 2020-05-08
771. CARRIER GLOBAL CORP COM   2005-11-18 2020-05-08
9. CHEVRONTEXACO CORP COM   2019-06-25 2020-12-08
30. CISCO SYSTEMS INCORPORATED   2018-08-21 2020-09-29
250000. COCA COLA CO SR UNSECD NT   2015-06-04 2020-11-15
27. CONOCOPHILLIPS COM   2018-07-25 2020-12-08
21. CONOCOPHILLIPS COM   2018-08-21 2020-12-08
32. CONOCOPHILLIPS COM   2018-05-15 2020-12-08
4. DISNEY WALT CO   2019-04-30 2020-02-04
4. DISNEY WALT CO   2019-01-09 2020-02-04
9. DISNEY WALT CO   2019-01-09 2020-04-28
28. DISNEY WALT CO   2017-07-11 2020-04-28
14. DISNEY WALT CO   2017-08-22 2020-04-28
14. DOMINION ENERGY INC COM   2019-08-20 2020-12-22
31. DOMINION ENERGY INC COM   2012-03-01 2020-12-22
15. DOW INC COM   2019-04-30 2020-04-02
10. DOW INC COM   2016-10-18 2020-04-02
.667 DOW INC COM   2019-02-04 2020-04-02
35. DOW INC COM   2019-05-14 2020-04-02
3. DOW INC COM   2016-03-18 2020-04-02
16.333 DOW INC COM   2016-02-12 2020-04-02
25. EXXON MOBIL CORPORATION   2015-09-28 2020-01-21
108. EXXON MOBIL CORPORATION   2010-02-23 2020-01-21
5.07 GOVERNEMNT NATL MTG ASSN POOL #591761   2002-11-21 2020-01-31
5.1 GOVERNEMNT NATL MTG ASSN POOL #591761   2002-11-21 2020-02-29
5.12 GOVERNEMNT NATL MTG ASSN POOL #591761   2002-11-21 2020-03-31
5.15 GOVERNEMNT NATL MTG ASSN POOL #591761   2002-11-21 2020-04-30
5.17 GOVERNEMNT NATL MTG ASSN POOL #591761   2002-11-21 2020-05-31
5.2 GOVERNEMNT NATL MTG ASSN POOL #591761   2002-11-21 2020-06-30
4.7 GOVERNEMNT NATL MTG ASSN POOL #591761   2002-11-21 2020-07-31
4.73 GOVERNEMNT NATL MTG ASSN POOL #591761   2002-11-21 2020-08-31
4.75 GOVERNEMNT NATL MTG ASSN POOL #591761   2002-11-21 2020-09-30
5.03 GOVERNEMNT NATL MTG ASSN POOL #591761   2002-11-21 2020-10-31
5.32 GOVERNEMNT NATL MTG ASSN POOL #591761   2002-11-21 2020-11-30
5.09 GOVERNEMNT NATL MTG ASSN POOL #591761   2002-11-21 2020-12-31
5.3 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2020-01-31
1.77 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2020-02-29
1.77 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2020-03-31
4.48 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2020-04-30
1.81 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2020-05-31
2.98 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2020-06-30
1.78 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2020-07-31
7.34 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2020-08-31
3.79 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2020-09-30
5.38 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2020-10-31
1.64 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2020-11-30
1.94 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2020-12-31
135. HOME DEPOT INC   2010-07-26 2020-01-23
6.177 INGERSOLL RAND INC COM   2019-01-09 2020-03-17
13.236 INGERSOLL RAND INC COM   2017-07-11 2020-03-17
6.587 INGERSOLL RAND INC COM   2016-11-15 2020-03-17
20.767 INGERSOLL RAND INC COM   2016-11-15 2020-03-18
10.233 INGERSOLL RAND INC COM   2016-11-16 2020-03-18
.356 INGERSOLL RAND INC COM   2016-11-16 2020-04-13
1. INTEL CORPORATION   2018-04-17 2020-01-21
1. INTEL CORPORATION   2019-02-04 2020-01-21
26. INTEL CORPORATION   2018-08-21 2020-01-21
11. INTEL CORPORATION   2018-08-21 2020-07-30
52. INTEL CORPORATION   2017-11-14 2020-07-30
20. INTEL CORPORATION   2009-01-28 2020-07-30
59. INTEL CORPORATION   2009-01-28 2020-07-30
14. INTEL CORPORATION   2009-01-28 2020-07-30
29. INTEL CORPORATION   2009-01-28 2020-08-18
45. INTEL CORPORATION   2009-01-28 2020-08-18
600. INTERNATIONAL BUSINESS MACHS   2018-04-30 2020-07-17
6000. ISHARES MSCI EMERGING MKTS INDEX FUND   2016-11-22 2020-05-11
1480. ISHR MSCI EAFE INDEX FUND   2017-09-05 2020-01-08
500. ISHR MSCI EAFE INDEX FUND   2017-09-05 2020-12-22
4615. ISHARES RUSSELL MID-CAP VALUE ETF   2013-02-07 2020-08-12
2500. ISHARES RUSSELL MID-CAP VALUE ETF   2012-11-21 2020-08-12
1025. ISHARES RUSSELL 1000 GROWTH ETF   2018-12-10 2020-01-08
940. ISHARES RUSSELL 1000 GROWTH ETF   2020-05-27 2020-08-28
60. ISHARES RUSSELL 1000 GROWTH ETF   2020-05-27 2020-12-22
440. ISHARES RUSSELL 1000 GROWTH ETF   2020-05-08 2020-12-22
875. ISHARES RUSSELL 2000 ETF   2012-11-21 2020-01-08
200. J P MORGAN CHASE & CO COM   2005-11-18 2020-01-23
5. KLA-TENCOR CORP COM   2019-02-19 2020-12-22
5. LAM RESEARCH CORP   2019-04-30 2020-12-22
8. M & T BANK CORPORATION   2019-01-22 2020-03-17
11. M & T BANK CORPORATION   2019-01-22 2020-03-18
11. M & T BANK CORPORATION   2019-06-25 2020-03-18
3. MCDONALDS CORP   2008-11-13 2020-02-04
11. MICROSOFT CORPORATION   2011-09-19 2020-02-04
4. MICROSOFT CORPORATION   2011-09-19 2020-06-23
6. MICROSOFT CORPORATION   2011-09-19 2020-11-24
9. MICROSOFT CORPORATION   2011-09-19 2020-12-22
15. MONDELEZ INTL INC COM   2019-01-29 2020-04-02
2. OTIS WORLDWIDE CORP COM   2004-11-05 2020-05-11
385. OTIS WORLDWIDE CORP COM   2005-11-18 2020-05-11
.5 OTIS WORLDWIDE CORP COM   2005-11-18 2020-05-29
250000. PNC BK N A PITTSBURGH PA UNSECD MEDIUM TERM SR BK NT C5/2/20   2017-03-22 2020-05-04
5. PEPSICO INCORPORATED   2015-03-26 2020-07-21
68. PFIZER INC   2009-07-09 2020-03-20
75. PFIZER INC   2009-07-10 2020-03-20
41. PFIZER INC   2009-07-10 2020-03-23
16. PRINCIPAL FINL GROUP INC COM   2018-08-21 2020-03-17
21. PRINCIPAL FINL GROUP INC COM   2018-08-21 2020-03-18
28. PRINCIPAL FINL GROUP INC COM   2018-08-22 2020-03-18
7. PRINCIPAL FINL GROUP INC COM   2018-09-04 2020-03-18
52251.738 BOSTON PARTNERS LONG/SHORT RESH FUND INSTL CL   2013-06-27 2020-05-08
280. SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS   2017-05-02 2020-01-08
510. SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS   2017-05-02 2020-08-28
110. SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS   2015-03-10 2020-08-28
11. SUNCOR ENERGY INC NEW COM   2018-02-20 2020-03-20
23. SUNCOR ENERGY INC NEW COM   2017-10-17 2020-03-20
26. SUNCOR ENERGY INC NEW COM   2020-01-21 2020-03-20
15. SUNCOR ENERGY INC NEW COM   2020-01-21 2020-03-23
62. SUNCOR ENERGY INC NEW COM   2016-12-13 2020-03-23
41. SUNCOR ENERGY INC NEW COM   2016-12-14 2020-03-23
8. SUNCOR ENERGY INC NEW COM   2020-01-22 2020-03-23
1. SUNCOR ENERGY INC NEW COM   2019-02-04 2020-03-23
17. TJX COMPANIES INCORPORATED NEW   2019-05-14 2020-04-06
60. TJX COMPANIES INCORPORATED NEW   2015-08-14 2020-04-06
3. 3M CO COM   2016-09-27 2020-03-03
28. 3M CO COM   2016-09-26 2020-03-03
4. 3M CO COM   2016-11-15 2020-03-03
4. 3M CO COM   2019-06-25 2020-03-03
38. TRUIST FINL CORP COM   2020-01-21 2020-04-07
34. TRUIST FINL CORP COM   2019-11-12 2020-04-07
2. TRUIST FINL CORP COM   2019-02-04 2020-04-07
5. TRUIST FINL CORP COM   2016-11-01 2020-04-07
6. TRUIST FINL CORP COM   2018-04-17 2020-04-07
19. TRUIST FINL CORP COM   2018-06-26 2020-04-07
13. TRUIST FINL CORP COM   2018-06-26 2020-04-07
6. TRUIST FINL CORP COM   2018-03-27 2020-04-08
13. TRUIST FINL CORP COM   2018-06-05 2020-04-08
91. TRUIST FINL CORP COM   2016-11-01 2020-04-08
5. TRUIST FINL CORP COM   2016-10-11 2020-04-08
6. UNITED PARCEL SERVICE CL B   2019-10-29 2020-06-23
2. UNITED PARCEL SERVICE CL B   2019-03-26 2020-06-23
250000. UNITED TECHNOLOGIES CORP UNSECD SR GBL NT C4/4/22 @100   2017-08-25 2020-03-04
173. VALERO ENERGY CORP - NEW   2018-10-01 2020-01-23
27. VALERO ENERGY CORP - NEW   2018-10-01 2020-01-23
13. VALERO ENERGY CORP - NEW   2018-09-29 2020-12-08
14. VALERO ENERGY CORP - NEW   2018-09-29 2020-12-22
14. VALERO ENERGY CORP - NEW   2015-11-20 2020-12-22
41. VALERO ENERGY CORP - NEW   2015-11-20 2020-12-23
11. WAL-MART STORES INCORPORATED   2020-04-06 2020-12-22
3. WAL-MART STORES INCORPORATED   2014-08-25 2020-12-22
19. WELLS FARGO COMPANY   2018-06-26 2020-01-07
12. WELLS FARGO COMPANY   2018-06-26 2020-05-13
35. WELLS FARGO COMPANY   2018-04-17 2020-05-13
1. WELLS FARGO COMPANY   2019-02-04 2020-05-13
38. WELLS FARGO COMPANY   2019-06-25 2020-05-13
8. WELLS FARGO COMPANY   2012-03-21 2020-05-13
24. WELLS FARGO COMPANY   2020-04-07 2020-05-13
36. WELLS FARGO COMPANY   2020-03-17 2020-05-13
131. WELLS FARGO COMPANY   2008-06-14 2020-05-13
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 10,505   14,109 -3,604
b 19,944   23,711 -3,767
c 250,000   250,000  
d 32,830   31,163 1,667
e 2,869   659 2,210
6,131   971 5,160
1,152   183 969
1,980   275 1,705
69,057   20,835 48,222
400,000   452,687 -52,687
32,719   6,824 25,895
61,426   10,586 50,840
73   10,029 -9,956
14,122     14,122
828   1,118 -290
1,177   1,384 -207
250,000   250,000  
1,145   1,925 -780
891   1,496 -605
1,357   2,243 -886
576   549 27
576   449 127
966   1,009 -43
3,004   2,912 92
1,502   1,433 69
1,030   1,082 -52
2,280   1,572 708
419   851 -432
279   541 -262
19   35 -16
978   1,849 -871
84   157 -73
456   753 -297
1,693   1,825 -132
7,315   7,031 284
5   5  
5   5  
5   5  
5   5  
5   5  
5   5  
5   5  
5   5  
5   5  
5   5  
5   5  
5   5  
5   5  
2   2  
2   2  
4   4  
2   2  
3   3  
2   2  
7   7  
4   4  
5   5  
2   2  
2   2  
31,334   3,841 27,493
131   148 -17
281   314 -33
140   127 13
412   401 11
203   196 7
9   7 2
61   54 7
61   49 12
1,578   1,242 336
526   525 1
2,486   2,386 100
956   281 675
2,821   830 1,991
669   197 472
1,414   407 1,007
2,193   632 1,561
74,620   87,765 -13,145
219,625   211,770 7,855
102,896   98,858 4,038
35,782   33,398 2,384
388,966   251,779 137,187
210,708   120,909 89,799
183,651   140,668 42,983
212,648   171,376 41,272
14,348   10,939 3,409
105,217   77,777 27,440
144,620   69,563 75,057
27,137   7,603 19,534
1,289   545 744
2,384   1,037 1,347
871   1,329 -458
1,154   1,827 -673
1,154   1,826 -672
645   162 483
1,983   295 1,688
811   107 704
1,281   161 1,120
2,010   241 1,769
746   652 94
104   14,026 -13,922
19,976     19,976
26     26
250,000   250,020 -20
678   478 200
1,979   977 1,002
2,183   1,064 1,119
1,175   581 594
459   905 -446
554   1,188 -634
738   1,576 -838
185   389 -204
680,318   682,930 -2,612
104,550   88,491 16,059
180,389   161,180 19,209
38,907   29,573 9,334
122   383 -261
256   774 -518
289   867 -578
161   500 -339
664   2,066 -1,402
439   1,365 -926
86   265 -179
11   33 -22
784   894 -110
2,766   2,116 650
445   529 -84
4,157   4,931 -774
594   692 -98
594   688 -94
1,173   2,143 -970
1,049   1,849 -800
62   98 -36
154   194 -40
185   311 -126
586   974 -388
401   667 -266
190   300 -110
411   642 -231
2,878   3,535 -657
158   185 -27
656   705 -49
219   217 2
256,877   250,175 6,702
15,426   19,863 -4,437
2,408   3,100 -692
763   1,507 -744
757   1,623 -866
757   1,007 -250
2,252   2,948 -696
1,582   1,367 215
431   227 204
998   1,016 -18
267   642 -375
778   1,781 -1,003
22   49 -27
844   1,759 -915
178   273 -95
533   703 -170
800   1,045 -245
2,910   3,422 -512
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
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       -3,604
b       -3,767
c        
d       1,667
e       2,210
      5,160
      969
      1,705
      48,222
      -52,687
      25,895
      50,840
      -9,956
      14,122
      -290
      -207
       
      -780
      -605
      -886
      27
      127
      -43
      92
      69
      -52
      708
      -432
      -262
      -16
      -871
      -73
      -297
      -132
      284
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      27,493
      -17
      -33
      13
      11
      7
      2
      7
      12
      336
      1
      100
      675
      1,991
      472
      1,007
      1,561
      -13,145
      7,855
      4,038
      2,384
      137,187
      89,799
      42,983
      41,272
      3,409
      27,440
      75,057
      19,534
      744
      1,347
      -458
      -673
      -672
      483
      1,688
      704
      1,120
      1,769
      94
      -13,922
      19,976
      26
      -20
      200
      1,002
      1,119
      594
      -446
      -634
      -838
      -204
      -2,612
      16,059
      19,209
      9,334
      -261
      -518
      -578
      -339
      -1,402
      -926
      -179
      -22
      -110
      650
      -84
      -774
      -98
      -94
      -970
      -800
      -36
      -40
      -126
      -388
      -266
      -110
      -231
      -657
      -27
      -49
      2
      6,702
      -4,437
      -692
      -744
      -866
      -250
      -696
      215
      204
      -18
      -375
      -1,003
      -27
      -915
      -95
      -170
      -245
      -512
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 599,163
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 11,101
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 11,101
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 11,101
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 8,397
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,800
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,197
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 96
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet96 RefundedBullet 11 0
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
 
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 addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (877) 446-1410

    Located atbulletPO BOX 40200 FL9-100-10-19JACKSONVILLEFL ZIP+4bullet322030200
    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
    BANK OF AMERICA N A CO-TRUSTEE
    1     		133,606    
    900 S FEDERAL HWY
    STUART,FL34994
    MARILYN MOORE CO-TRUSTEE
    1     		41,828    
    13974 WIND FLOWER DR
    WEST PALM BCH,FL33418
    JIM ELAM CPA CO-TRUSTEE
    1     		41,828    
    600 CITRUS AVE
    FOT PIERCE,FL34950
    DENNIS BLANZ CO-TRUSTEE
    1     		10,789    
    6530 BOCA DEL MAR DR UNIT E134
    BOCA RATON,FL33433
    MARJORIE S BLANZ CO-TRUSTEE
    1     		31,039    
    6530 BOCA DEL MAR DR
    BOCA RATON,FL33433
    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.........................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
    19,490,699
    b
    Average of monthly cash balances.......................
    1b
    1,308,355
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,799,054
    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
    20,799,054
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    311,986
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    20,487,068
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,024,353
    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
    1,024,353
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    11,101
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,101
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,013,252
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,013,252
    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
    1,013,252
    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
    1,532,922
    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
    1,532,922
    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
    1,532,922
    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 1,013,252
    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...... 282,393
    b From 2016...... 292,553
    c From 2017...... 449,112
    d From 2018...... 532,674
    e From 2019...... 664,291
    fTotal of lines 3a through e........ 2,221,023
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,532,922
    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..... 1,013,252
    e Remaining amount distributed out of corpus 519,670
    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 2,740,693
    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) ...     		282,393
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,458,300
    10 Analysis of line 9:
    a Excess from 2016.... 292,553
    b Excess from 2017.... 449,112
    c Excess from 2018.... 532,674
    d Excess from 2019.... 664,291
    e Excess from 2020.... 519,670
    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:
    BANK OF AMERICA
    C/O T SANGIO 150 NORTH COLLEGE ST
    CHARLOTTE,NC28202
    (980) 683-2362
    tony.sangio@bofa.com
    bThe form in which applications should be submitted and information and materials they should include:
    ONLINE APPLICATION AT ://fdnweb.org/thoms SEE DETAILS ON WEBSITE
    cAny submission deadlines:
    SEE WEBSITE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE WEBSITE
    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
    RESEARCH TO PREVENT BLINDNESS INC
    645 MADISON AVENUE
    NEW YORK,NY100221010     		N/A PC UNRESTRICTED GENERAL 7,500
    THE WADE CENTER
    1400 HIGHLAND AVENUE
    BLUEFIELD,WV24701     		N/A PC UNRESTRICTED GENERAL 10,000
    BOYS & GIRLS CLUB OF PALM BEACH CITY
    800 NORTHPOINT PKWY STE 204
    WEST PALM BEACH,FL33407     		N/A PC UNRESTRICTED GENERAL 45,000
    WOUNDED VETERANS RELIEF INC
    1335 OLD DIXIE HIGHWAY
    LAKE PARK,FL33403     		N/A PC SUPPORT EMERGENCY ASST FOR 20,000
    MARY'S HOME OF TREASURE COAST
    1033 SE 14TH STREET
    STUART,FL34996     		N/A PC UNRESTRICTED GENERAL 20,000
    STARTING RIGHT NOW
    1212 W CASS STREET
    TAMPA,FL33606     		N/A PC UNRESTRICTED GENERAL 5,000
    CANINE ASSISTED THERAPY
    1040 NE 45TH STREET
    OAKLAND PARK,FL33334     		N/A PC PERFORMING CANINE MAGIC 25,000
    KIDSAFE FOUNDATION
    20283 STATE ROAD 7 102
    BOCA RATON,FL33498     		N/A PC UNRESTRICTED GENERAL 20,000
    IN JACOB'S SHOES
    5431 NW 15TH STREET 10
    MARGATE,FL33063     		N/A PC UNRESTRICTED GENERAL 3,000
    HACER MINISTRY
    2727 GEORGIA AVENUE
    WEST PALM BEACH,FL33405     		N/A PC UNRESTRICTED GENERAL 15,000
    PROJECT LIFT
    1330 SW 34 STREET
    PALM CITY,FL34990     		N/A PC UNRESTRICTED GENERAL 15,000
    ALZHEIMER'S COMMUNITY CARE
    800 NORTHPOINT PKWY STE 101-B
    WEST PALM BEACH,FL33407     		N/A PC ST. LUCIE CTY FAMILY NURSE 85,000
    BOCA HELPING HANDS INC
    1500 NORTHWEST FIRST COURT
    BOCA RATON,FL33432     		N/A PC UNRESTRICTED GENERAL 25,000
    JAMES WHITCOMB RILEY MEMORIAL ASSN
    30 S MERIDIAN STREET
    INDIANAPOLIS,IN46204     		N/A PC PEDIATRIC DIABETES RESEARCH 25,000
    ROOTS AND WINGS INC
    513 SEASAGE DRIVE
    DELRAY BEACH,FL334836619     		N/A PC UNRESTRICTED GENERAL 5,000
    PAWS 4 LIBERTY
    8939 PALOMINO DRIVE
    LAKE WORTH,FL33467     		N/A PC UNRESTRICTED GENERAL 15,000
    SERVOLUTION HEALTH SERVICES INC
    181 POWELL VALLEY SCHOOL ROAD
    SPEEDWELL,TN37870     		N/A PC UNRESTRICTED GENERAL 15,000
    FAMILIES FIRST OF PALM BEACH
    3333 FOREST HILL BLVD
    WEST PALM BEACH,FL334065812     		N/A PC UNRESTRICTED GENERAL 10,000
    GENESIS ASSISTANCE DOGS INC
    PO BOX 3101
    WEST PALM BEACH,FL33402     		N/A PC UNRESTRICTED GENERAL 2,500
    WILL'S WAY INC
    7611 NW 179TH STREET
    ALACHUA,FL326157531     		N/A PC UNRESTRICTED GENERAL 15,000
    COUNCIL ON AGING OF MARTIN COUNTY
    900 SE SALERNO ROAD
    STUART,FL34997     		N/A PC MEALS ON WHEELS PROGRAM 40,000
    NATURE CONSERVANCY
    574 SOUTH BEACH ROAD
    HOBE SOUND,FL33455     		N/A PC COASTAL COMMUNITIES AT RISK 25,000
    FLORIDA OUTREACH CENTER FOR THE BLIND
    1386 VICTORIA DRIVE
    WEST PALM BEACH,FL334065826     		N/A PC UNRESTRICTED GENERAL 25,000
    OPPORTUNITY INC
    1713 QUAIL DRIVE
    WEST PALM BEACH,FL33409     		N/A PC LITERACY FOR LIFE PROGRAM 12,000
    MIAMI LIGHTHOUSE FOR THE BLIND
    601 SW 8 AVENUE
    MIAMI,FL33130     		N/A PC BRAILLE & TECHNOLOGY 20,000
    HELPING PEOPLE SUCCEED
    1100 S FEDERAL HWY
    STUART,FL34994     		N/A PC AUTISTIC TRANSITION TO 25,000
    PALM BEACH ATLANTIC UNIVERSITY
    901 S FLAGLER DRIVE
    WEST PALM BEACH,FL33416     		N/A PC NURSING EDUCATIONAL 60,000
    INDIAN RIVER STATE COLLEGE FDN
    3209 VIRGINIA AVENUE
    FORT PIERCE,FL34981     		N/A PC SUPPORT STEM CENTER 60,000
    FLORIDA OCEANOGRAPHIC SOCIETY
    890 NE OCEAN BLVD
    STUART,FL34996     		N/A PC SUPPORT ENVIRONMENTAL 15,850
    FLORENCE FULLER CHILD DEVELOPMENT CTRS
    200 NE FOURTEENTH STREET
    BOCA RATON,FL33432     		N/A PC UNRESTRICTED GENERAL 10,000
    SAMARITAN HOUSE FOR BOYS
    1490 SE COVE ROAD
    STUART,FL34997     		N/A PC UNRESTRICTED GENERAL 30,000
    INSIGHT FOR THE BLIND
    1401 NE 4TH AVENUE
    FORT LAUDERDALE,FL333041033     		N/A PC UNRESTRICTED GENERAL 7,500
    LIGHTHOUSE OF BROWARD COUNTY
    650 NORTH ANDREWS AVENUE
    FORT LAUDERDALE,FL33311     		N/A PC EARLY INTERVENTION SERVICES 15,000
    ARC OF THE GLADES
    4250 NW 16TH STREET
    BELLE GLADE,FL33430     		N/A PC FOCUS ON YOUNG ADULTS 10,000
    SAFESPACE
    632 SE MONTEREY ROAD
    STUART,FL34994     		N/A PC UNRESTRICTED GENERAL 50,000
    THE BUSCH WILDLIFE SANCTUARY
    2500 JUPITER PARK DRIVE
    JUPITER,FL33458     		N/A PC UNRESTRICTED GENERAL 5,000
    PACE CENTER FOR GIRLS
    6745 PHILIPS INDUSTRIAL BOULEVARD
    JACKSONVILLE,FL322563033     		N/A PC UNRESTRICTED GENERAL 12,500
    LIGHTHOUSE CENTRAL FLORIDA
    215 ENEW HAMPSHIRE STREET
    ORLAND,FL32804     		N/A PC UNRESTRICTED GENERAL 15,000
    HOUSE OF HOPE OF MARTIN COUNTY
    1000 NE JENSEN BEACH BLVD
    JENSEN BEACH,FL34957     		N/A PC UNRESTRICTED GENERAL 60,000
    ALZHEIMER-PARKINSON ASSN OF IRC
    2300 5TH AVENUE SUITE 150
    VERO BEACH,FL32960     		N/A PC UNRESTRICTED GENERAL 25,000
    MAKE-A-WISH FOUNDATION OF SOUTHERN FL
    4491 S STATE ROAD 7
    FORT LAUDERDALE,FL33314     		N/A PC UNRESTRICTED GENERAL 15,000
    HIBISCUS CHILDREN'S CENTER
    1145 12TH STREET
    VERO BEACH,FL329603718     		N/A PC UNRESTRICTED GENERAL 20,000
    HABITAT FOR HUMANITY PALM BEACH
    6758 N MILITARY TRAIL STE 301
    WEST PALM BEACH,FL33407     		N/A PC SEMINOLE RIDGE CONSTRUCTION 15,000
    LEGAL AID SOCIETY OF PALM BEACH CNTY
    423 FERN STREET
    WEST PALM BEACH,FL33401     		N/A PC EDUCATIONAL ADVOCACY 25,000
    MUSTARD SEED MINISTRIES
    3130 S US HWY 1
    FORT PIERCE,FL349826304     		N/A PC MEDICAL ASSISTANCE & 50,000
    HOSPICE OF MARTIN & ST LUCIE - TREASURE
    COAST
    1201 SE INDIAN STREET
    STUART,FL34997     		N/A PC SUPPORT YOUTH & FAMILY 30,000
    TREASURE COAST FOOD BANK
    401 ANGLE ROAD
    FORT PIERCE,FL34947     		N/A PC UNRESTRICTED GENERAL 50,000
    CARIDAD CENTER
    8645 W BOYNTON BEACH BLVD
    BOYNTON BEACH,FL33472     		N/A PC EXPANSION & RENOVATION 20,000
    EVERGLADES COLLEGE
    1900 W COMMERCIAL BLVD
    FORT LAUDERDALE,FL333097104     		N/A PC UNRESTRICTED GENERAL 10,000
    BOYS & GIRLS CLUB OF MARTIN COUNTY
    PO BOX 910
    HOBE SOUND,FL334750910     		N/A PC UNRESTRICTED GENERAL 20,000
    VITA NOVA INC
    2724 N AUSTRALIAN AVENUE
    WEST PALM BEACH,FL33407     		N/A PC UNRESTRICTED GENERAL 10,000
    MOLLY'S HOUSE
    430 SE OSCEOLA STREET
    STUART,FL34994     		N/A PC CAREGIVER RESPITE PROGRAM 20,000
    BOYS & GIRLS CLUB OF ST LUCIE COUNTY
    3104 AVENUE J
    FORT PIERCE,FL34947     		N/A PC UNRESTRICTED GENERAL 45,000
    GRANDMA'S PLACE
    184 SPARROW DRIVE
    ROYAL PALM BEACH,FL33470     		N/A PC EDUCATION PROGRAM FOR 15,000
    QUANTUM HOUSE
    901 45TH STREET
    WEST PALM BEACH,FL33407     		N/A PC UNRESTRICTED GENERAL 20,000
    LIGHT OF THE WORLD CHARITIES INC
    1300 SE 10TH STREET
    STUART,FL349964107     		N/A PC UNRESTRICTED GENERAL 40,000
    ACHIEVEMENT CTRS FOR CHILDREN & FAMILIES
    555 NORTHWEST 4TH STREET
    DELRAY BEACH,FL33444     		N/A PC UNRESTRICTED GENERAL 20,000
    WOMEN'S CIRCLE INC
    912 SE 4TH STREET
    BOYNTON BEACH,FL33435     		N/A PC BUILDING EXPANSION PROJECT 40,000
    VOLUNTEERS IN MEDICINE CLINIC
    417 BALBOA AVENUE
    STUART,FL34994     		N/A PC HEALTH CLINIC & DIABETES 30,000
    COMMUNITY GREENING
    610 SW 15TH AVENUE 4
    DELRAY BEACH,FL33444     		N/A PC UNRESTRICTED GENERAL 10,000
    DIABETES COALITION OF PALM BEACH
    2051 MARTIN LUTHER KING JR BLVD
    WEST PALM BEACH,FL334047004     		N/A PC UNRESTRICTED GENERAL 13,000
    FRIENDS OF DINSMORE ELEMENTARY
    110 MILLS LANE
    JACKSONVILLE BEACH,FL322505820     		N/A PC UNRESTRICTED GENERAL 1,000
    URBAN YOUTH IMPACT
    2823 N AUSTRALIAN AVENUE
    WEST PALM BEACH,FL33407     		N/A PC SUPPORT THE LEADERSHIP 10,000
    Total .................................bullet 3a 1,434,850
    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 ...........     		         
    4 Dividends and interest from securities....     14 398,243  
    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 ............     		    18 599,163  
    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)..   997,406  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    997,406
    (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:
    W AND H THOMAS CHARITABLE TRUST
    EIN:
    36-6917007
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE - BOA 1,675 1,005   670

    TY 2020 GeneralExplanationAttachment
    Name:
    W AND H THOMAS CHARITABLE TRUST
    EIN:
    36-6917007
    Identifier Return Reference Explanation
    FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    W AND H THOMAS CHARITABLE TRUST
    EIN:
    36-6917007
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PLEASE SEE ATTACHED SCHEDULE 13,634,913 20,881,161

    TY 2020 LegalFeesSchedule
    Name:
    W AND H THOMAS CHARITABLE TRUST
    EIN:
    36-6917007
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - CHARITABLE 1,540     1,540


    TY 2020 OtherIncreasesSchedule
    Name:
    W AND H THOMAS CHARITABLE TRUST
    EIN:
    36-6917007
    Description Amount
    TAX EFFECTIVE INCOME ADJUSTMENT 803
    ACCRUED INTEREST ADJUSTMENT 1,594
    ROUNDING 5
    COST ADJUSTMENT 5,463


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    W AND H THOMAS CHARITABLE TRUST
    EIN:
    36-6917007
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANTMAKING FEES - BOA 31,089     31,089
    INVESTMENT ADVISORY FEES 2,009 2,009    


    TY 2020 TaxesSchedule
    Name:
    W AND H THOMAS CHARITABLE TRUST
    EIN:
    36-6917007
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 9 9   0
    EXCISE TAX ESTIMATES 1,800 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,407 1,407   0
    FOREIGN TAXES ON NONQUALIFIED 10 10   0