Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
The Thom Family Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-0374684
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$12,393,971
J 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) 460,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 600 600  
4 Dividends and interest from securities... 235,897 235,897  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,049,483
b Gross sales price for all assets on line 6a 3,253,059
7 Capital gain net income (from Part IV, line 2)... 1,049,483
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)....... -39,391 -8,488  
12 Total. Add lines 1 through 11........ 1,706,589 1,277,492  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 57,454 57,454    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 7,212 112    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 50,191 874   49,282
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 114,857 58,440   49,282
25 Contributions, gifts, grants paid....... 404,200 404,200
26 Total expenses and disbursements. Add lines 24 and 25 519,057 58,440   453,482
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,187,532
b Net investment income (if negative, enter -0-) 1,219,052
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 334,907 500,446 500,446
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)      
b Investments—corporate stock (attach schedule)....... 6,755,214 Click to see attachment7,981,071 10,401,385
c Investments—corporate bonds (attach schedule)....... 493,430 Click to see attachment243,324 247,736
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,068,236 Click to see attachment1,114,478 1,244,404
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) 8,651,787 9,839,319 12,393,971
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 8,651,787 9,839,319
29 Total net assets or fund balances (see instructions)..... 8,651,787 9,839,319
30 Total liabilities and net assets/fund balances (see instructions). 8,651,787 9,839,319
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
8,651,787
2
Enter amount from Part I, line 27a .....................
2
1,187,532
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
9,839,319
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,839,319
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c HPI REAL ESTATE FUND V LLC P 2017-12-30 2021-12-22
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 3,220,624   2,268,680 951,944
b       110,962
c 32,435   45,858 -13,423
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       951,944
b        
c       -13,423
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 1,049,483
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 16,945
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 16,945
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 10,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 10 555
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet555 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Kevin J Olson Dir, Treas
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Paul Tanis Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Andrew J Thom Dir, VP
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Cynthia L Thom Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jeff A Thom Dir, Pres, Chairperson
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Joseph A Thom Dir, Sec
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    10,067,353
    b
    Average of monthly cash balances.......................
    1b
    370,682
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,068,456
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,506,491
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    11,506,491
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    172,597
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    11,333,894
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    566,695
    Part X
    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 IX, line 6..................
    1
    566,695
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    16,945
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,945
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    549,750
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    549,750
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    549,750
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 549,750
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 428,488
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 453,482
    a Applied to 2020, but not more than line 2a 428,488
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 24,994
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    524,756
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Cynthia L Thom
    Jeff A Thom
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
    225 N MICHIGAN AVE 17TH FL
    CHICAGO,IL60601
    N/A PC General & Unrestricted 10,000
    ALZHEIMERS DISEASE RESEARCH FOUNDATION - CURE ALZH
    34 WASHINGTON ST SUITE 310
    WELLESLEY HILLS,MA02481
    N/A PC General & Unrestricted 10,000
    AMERICAN HEART ASSOCIATION INC
    4701 WEST 77TH ST
    MINNEAPOLIS,MN55435
    N/A PC General & Unrestricted 5,000
    AMERICAN LUNG ASSOCIATION
    21 W 38TH ST 3RD FL
    NEW YORK,NY10018
    N/A PC General & Unrestricted 5,000
    AMERICAN NATIONAL RED CROSS
    105 HOMESTEAD DR
    MANKATO,MN56001
    N/A PC General & Unrestricted 5,000
    AMERICAN NATIONAL RED CROSS
    PO BOX 37839
    BOONE,IA50037
    N/A PC Leadership Society program 25,000
    CANCER RESEARCH INSTITUTE INC
    29 BROADWAY 4TH FL
    NEW YORK,NY10006
    N/A PC General & Unrestricted 10,000
    COMPASSION INTERNATIONAL INCORPORATED
    12290 VOYAGER PKWY
    COLORADO SPRINGS,CO80921
    N/A PC General & Unrestricted 10,000
    COMPASSION INTERNATIONAL INCORPORATED
    12290 VOYAGER PKWY
    COLORADO SPRINGS,CO80921
    N/A PC To be Used for Most Urgent Needs 6,000
    COVENANT HOUSE ALASKA
    755 A ST
    ANCHORAGE,AK99501
    N/A PC General & Unrestricted 5,000
    CROSS CATHOLIC OUTREACH INC
    PO BOX 97168
    WASHINGTON,DC20090
    N/A PC Project San Lucas Rural Health (Bolivia) 10,000
    CROSS CATHOLIC OUTREACH INC
    PO BOX 97168
    WASHINGTON,DC20090
    N/A PC Project Microenterprise in Ethiopia - Farm Animals for poor women 10,000
    CROSS CATHOLIC OUTREACH INC
    PO BOX 97168
    WASHINGTON,DC20090
    N/A PC Project Amigos for Christ - Vitafood (Nicaragua) 10,000
    CROSS CATHOLIC OUTREACH INC
    PO BOX 97168
    WASHINGTON,DC20090
    N/A PC Project Kobonal Food (Haiti) 10,000
    CROSS CATHOLIC OUTREACH INC
    PO BOX 97168
    WASHINGTON,DC20090
    N/A PC Earthquake Relief fund in Haiti 10,000
    CROSS CATHOLIC OUTREACH INC
    PO BOX 97168
    WASHINGTON,DC20090
    N/A PC Project Shambu Catholic Kindergarten 10,000
    EMERGENCY COMMUNITY HELP ORGANIZATION ECHO
    1014 S FRONT ST
    MANKATO,MN56001
    N/A PC General & Unrestricted 5,000
    FEED MY STARVING CHILDREN
    401 93RD AVE NW
    COON RAPIDS,MN55433
    N/A PC General & Unrestricted 5,000
    FISHER HOUSE FOUNDATION INC
    12300 TWINBROOK PKWY STE 410
    ROCKVILLE,MD20852
    N/A PC General & Unrestricted 10,000
    GARY SINISE FOUNDATION
    PO BOX 368
    WOODLAND HILLS,CA91365
    N/A PC General & Unrestricted 10,000
    GREAT NORTH INNOCENCE PROJECT
    229 19TH AVE SOUTH STE 285
    MINNEAPOLIS,MN55455
    N/A PC General & Unrestricted 10,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    1730 BASSETT DR
    MANKATO,MN56001
    N/A PC General & Unrestricted 2,500
    HAITIAN HEALTH FOUNDATION INC
    97 SHERMAN ST
    NORWICH,CT06360
    N/A PC General & Unrestricted 2,500
    HEIFER PROJECT INTERNATIONAL
    PO BOX 8058
    LITTLE ROCK,AR72203
    N/A PC to purchase 2 Joy to the World Gift Baskets, 2 Milk menageries, 2 knitter's gift baskets and 2 flock of chicks 6,000
    HEIFER PROJECT INTERNATIONAL
    PO BOX 8058
    LITTLE ROCK,AR72203
    N/A PC Feed a Village Program - One Village 10,000
    HOUSE OF HOPE INC
    1618 3RD AVE
    MANKATO,MN56001
    N/A PC General & Unrestricted 5,000
    INTERNATIONAL EYE FOUNDATION
    10801 CONNECTICUT AVE
    KENSINGTON,MD20895
    N/A PC General & Unrestricted 5,000
    JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST
    PO BOX 120478
    SAINT PAUL,MN55112
    N/A PC to fund the participation of 1,450 students (attending 14 South Central MN Schools), in JA's Finance park program 37,700
    KIDS IN NEED FOUNDATION
    2719 PATTON RD
    ROSEVILLE,MN55113
    N/A PC General & Unrestricted 3,500
    MANKATO AREA FOUNDATION
    212 E WALNUT ST STE 1
    MANKATO,MN56001
    N/A PC Elks Charitable Endowed Fund 15,000
    MANKATO AREA FOUNDATION
    212 E WALNUT ST STE 1
    MANKATO,MN56001
    N/A PC JZ Cancer Fund 5,000
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741
    N/A PC General & Unrestricted 10,000
    MERCY SHIPS INTERNATIONAL
    PO BOX 2020
    LINDALE,TX75771
    N/A PC General & Unrestricted 10,000
    MINNESOTA AGRICULTURAL INTERPRETIVE CENTER
    7367 360TH AVE
    WASECA,MN56093
    N/A PC Rooted and Growing Capital Campaign 20,000
    MINNESOTA HISTORICAL SOCIETY
    345 KELLOGG BLVD W
    SAINT PAUL,MN55102
    N/A PC North Star Circle Program 2,500
    MINNESOTA TEEN CHALLENGE INC
    740 E 24TH ST
    MINNEAPOLIS,MN55404
    N/A PC General & Unrestricted 5,000
    MIRACLE LEAGUE OF NORTH MANKATO
    PO BOX 651
    MANKATO,MN56002
    N/A PC General & Unrestricted 2,500
    NAMI NATIONAL
    4301 WILSON BLVD STE 300
    ARLINGTON,VA22203
    N/A PC General & Unrestricted 10,000
    NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AN
    747 3RD AVE FL 33C
    NEW YORK,NY10017
    N/A PC General & Unrestricted 10,000
    SAINT PETER COMMUNITY FREE CLINIC
    PO BOX 405
    SAINT PETER,MN56082
    N/A PC General & Unrestricted 5,000
    SALVATION ARMY
    700 S RIVERFRONT DR
    MANKATO,MN56001
    N/A PC General & Unrestricted 5,000
    SHARING AND CARING HANDS INC
    525 N 7TH ST
    MINNEAPOLIS,MN55405
    N/A PC General & Unrestricted 5,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDE PL
    MEMPHIS,TN38105
    N/A PC General & Unrestricted 10,000
    SUSAN G KOMEN BREAST CANCER FOUNDATION INC
    13770 NOEL RD UNIT 801889
    DALLAS,TX75380
    N/A PC General & Unrestricted 5,000
    THE INDEPENDENCE FUND INC
    9013 PERIMETER WOODS DR STE E
    CHARLOTTE,NC28216
    N/A PC Track Chair Acquisition fund for Veteran 16,000
    YOUNG LIFE
    PO BOX 13
    MANKATO,MN56002
    N/A PC General & Unrestricted 5,000
    Total .................................bullet 3a 404,200
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
        14 600  
    4 Dividends and interest from securities ....          
    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 1,049,483  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss
    525990 -45,434 14 -9,365  
    bINCOME FROM BLAINE FISHER     14 877  
    cLIFE INSURANCE POLICY INCOME     01 14,531  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -45,434 1,292,023  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,246,589
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    The Thom Family Foundation Inc
     
    Employer identification number

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






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    The Thom Family Foundation Inc
     
    Employer identification number
    20-0374684
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    Thom Jeff A
    43023 520th Street
     
    North Mankato, MN56003

    $ 450,000


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

    $ 10,000


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    The Thom Family Foundation Inc
     
    Employer identification number

    20-0374684
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    The Thom Family Foundation Inc
     
    Employer identification number

    20-0374684
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2021 DepreciationSchedule
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 GeneralExplanationAttachment
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Identifier Return Reference Explanation
    Form 990-PF Form 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERICAN HONDA FINANCE - 3.450 26,057 26,021
    AVALONBAY CMNTYS INCBE MTN - 4 25,447 26,372
    HSBC HOLDINGS PLC - 4.000% - 0 25,000 25,223
    INTERCONTINENTAL EXCHANGE INC 26,759 27,089
    KIMBERLY CLARK CORP NOTE - 2.7 25,734 26,444
    MARSH &MCLENNAN COS INC - 3.50 25,069 26,363
    MITSUBISHI UFJ FINANCIAL GROUP 25,233 25,089
    NATIONAL RURAL UTIL COOP - 2.9 25,639 25,903
    PHILLIPS 66 - 4.300% - 04/01/2 13,258 13,117
    SCHLUMBERGER - 3.650% - 12/01/ 25,128 26,115

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO (MMM) 10,764 11,191
    ABBOTT LABS 5,105 5,911
    ABIOMED 1,229 1,437
    ACTIVISION BLIZZARD INC 4,411 5,322
    ADOBE SYSTEMS, INC 24,492 34,591
    AGCO CP 13,525 11,486
    AGILENT TECHNOLOGIES INC 2,921 12,293
    AIR LEASE CORP 7,362 7,873
    ALBEMARLE CP 2,847 7,481
    ALDER BIOPHARMACEUTICALS RIGHT    
    ALEXANDRIA REAL ESTATE EQUITIE 4,873 9,141
    ALIGN TECHNOLOGY, INC 3,700 4,600
    ALLEGION PLC 2,161 2,384
    ALPHABET INC CL A 28,529 52,147
    ALPHABET INC CL C 22,056 28,936
    AMAZON COM 45,150 63,352
    AMERICAN AMCAMP FUND 108,843 162,679
    AMERICAN BALANCED FUND CL A 648,865 788,302
    AMERICAN CENTURY EQUITY INCOME 645,102 706,592
    AMERICAN FUNDS CAP INCOME BUIL 109,229 128,418
    AMERICAN FUNDS INCOME FD OF AM 115,362 134,345
    AMERICAN FUNDS NEW PERSPECTIVE 203,278 294,659
    AMERICAN GROWTH FD OF AMERICA 35,373 47,509
    AMERICAN STATES WATER CO 5,954 6,620
    AMERICAN TOWER REIT INC 5,660 6,435
    AMERICAN WATER WORKS COMPANY I 19,497 21,719
    AMETEK INC 1,862 2,206
    AMPHENOL CORPORATION 1,857 2,536
    ANALOG DEVICES INC 8,201 8,789
    APPLE INC 23,757 66,766
    APPLIED MATERIALS INC 8,099 10,700
    ARCHER DANIELS MDLND 7,691 10,409
    ARISTA NETWORKS 2,309 4,600
    ARTISAN DEVELOPING WORLD FUND 163,094 187,674
    ARTISAN HIGH INCOME FUND CL IN 86,095 89,785
    ASML HOLDING NV NY REG SHS 4,362 5,573
    AT&T, INC 6,038 5,043
    AZEK COMPANY INC CL A 5,436 5,965
    BALL CP 5,160 8,375
    BANK OF AMERICA CORP 18,116 33,545
    BANK OF NT BUTTERFIELD AND SON 3,466 4,154
    BECTON DICKINSON & CO 5,149 8,802
    BERKSHIRE HATHAWAY INC. CLASS 8,108 12,558
    BLACK KNIGHT, INC 10,148 12,268
    BLACKROCK INC 14,246 22,889
    BLACKROCK TOTAL RETURN PORTFOL 80,833 80,793
    BOEING CO 11,452 10,066
    BRISTOL-MYERS SQUIBB CO 4,597 4,552
    BURLINGTON STORES, INC 2,650 2,624
    CALIFORNIA WATER SVC 6,061 6,827
    CAPITAL WORLD GROWTH & INCOME 107,546 144,776
    CARTER'S INC 3,656 5,770
    CBRE GROUP 13,542 25,283
    CENTERPOINT ENERGY 9,285 11,387
    CHARLES SCHWAB INTRNTNL EQ 8,306 8,046
    CHEVRON CORP 9,937 14,551
    CIENA CORP 5,009 7,389
    CISCO SYSTEMS INC 14,682 21,356
    CIT GROUP INC 2,301 2,875
    CITIZENS FINANCIAL GROUP, INC 8,246 9,497
    CNH INDUSTRIAL NV 8,714 13,212
    COGNEX CORPORATION 1,162 1,166
    COMCAST CORP 7,736 10,720
    COMERICA INC 5,210 11,397
    CONQUER RISK DEFENSIVE BULL FU 115,385 85,836
    CONQUER RISK MANAGED VOLATILIT 14,384 14,023
    CONQUER RISK TACTICAL OPPORTUN 7,192 5,954
    CONQUER RISK TACTICAL ROTATION 7,192 5,906
    COPART INC 3,173 4,397
    CORTEVA INC 11,729 11,347
    COSTCO WHOLESALE CORPORATION 18,452 39,739
    DELTA AIR LINES INC 5,410 7,582
    DEVON ENERGY CORPORATION 4,013 12,466
    DIGITAL RLTY TR INC 5,429 7,605
    DOMINOS PIZZA INC 1,855 2,822
    DOW INC 8,270 8,111
    EAST WEST BANCORP, INC 6,284 9,992
    ECOLAB INC 5,709 8,211
    EDWARDS LIFESCIENCES 8,805 14,251
    ELECTRONIC ARTS 3,059 3,034
    EMCOR GROUP INC 3,512 8,408
    ENBRIDGE INC 12,558 12,349
    EOG RESOURCES INC 10,973 13,236
    EPAM SYSTEMS INC 9,080 15,374
    EQUINIX, INC 4,503 9,304
    ESSENTIAL UTILITIES INC 11,979 13,691
    ETSY INC 2,170 2,846
    EURONET WORLDWIDE INC 5,214 9,891
    EXTRA SPACE STORAGE 5,120 13,150
    FIDELITY NATIONAL FINANCIAL IN 2,401 4,696
    FIRST EAGLE SOGEN GLOBAL FUND 843,657 1,000,270
    FIRST REPUBLIC BANK 1,423 8,673
    FIVE BELOW INC 6,693 7,241
    FORTINET INC 2,828 5,750
    FREEPORT-MCMORAN COPPER & GOLD 7,665 10,057
    GENERAC HOLDING INC 4,634 4,927
    GENPACT LIMITED 5,401 10,351
    GILEAD SCIENCES INC 13,181 14,377
    GOLDMAN SACHS GROUP 27,466 41,315
    HARTFORD BALANCED INCOME 657,177 734,773
    HCA INC 9,660 12,075
    HEWLETT PACKARD ENTERPRISE CO 11,469 11,859
    HOME DEPOT INC 19,572 34,031
    IDEX CP 1,361 2,363
    IDEXX CORP 3,555 4,609
    ILLUMINA INC COM 1,522 1,522
    INTERPUBLIC GROUP OF COS 11,137 11,085
    INTUITIVE SURGICAL 10,966 16,169
    INVESCO QQQ TRUST 17,467 19,495
    IPG PHOTONICS CORP 2,747 2,238
    IQVIA HOLDINGS INC 5,276 7,900
    ISHARE SP SMALL CAP 600 INDEX 129,843 168,902
    ISHARES 20+ YR TREAS BD 79,202 80,319
    ISHARES DJ US HCPIF 3,069 3,193
    ISHARES IBOXX $ INVESTMENT GRA 10,865 10,867
    ISHARES PHLX SEMICONDUCTOR ETF 46,400 47,724
    JACOBS ENGINEERING GP 3,698 10,860
    JANUS HENDERSON BALANCED FUND 614,599 816,745
    JOHNSON & JOHNSON 16,390 20,015
    JP MORGAN CHASE 13,565 13,460
    JPMORGAN OPPORTUNISTIC EQUITY 64,208 74,103
    KBW REGIONAL BANKING ETF 2,466 2,621
    KEYSIGHT TECHNOLOGIES INC 2,210 14,043
    LABORATORY CORP AMER HLDGS 5,722 13,511
    LAM RESEARCH CORP 10,188 12,226
    LIBERTY MEDIA CORPORATION - SE 2,563 4,364
    LOCKHEED MARTIN CORP 10,397 11,729
    LOWES COMPANIES INC 4,387 6,204
    LULULEMON ATHLETICA INC 23,519 31,316
    MARRIOTT INTERNATIONAL INC. CL 7,697 12,063
    MASTERCARD INC 17,621 19,403
    MEDIA GEN INC CVR    
    MEDTRONIC PLC 5,967 6,828
    MERCK & CO INC 4,960 4,752
    META PLATFORMS INC 25,491 28,926
    METLIFE INC 10,835 10,873
    MFS INTL INTRINSIC VALUE FD I 239,960 313,297
    MICROSOFT CORP 46,613 90,134
    MID-AMERICA APT COMMUNITIES IN 4,850 11,701
    MOHAWK INDS INC 3,517 4,737
    MONSTER BEVERAGE CORP 11,656 12,581
    MORGAN STANLEY 9,627 24,834
    MOTOROLA SOLUTIONS INC 1,304 1,902
    NETFLIX INC 18,719 30,122
    NEXTERA ENERGY, INC 7,405 12,417
    NIKE INC-CL B 7,971 9,500
    NVIDIA CORP 27,252 59,998
    ONEOK INC 11,720 10,812
    PACKAGING CORP AMER 11,096 10,347
    PAYCOM SOFTWARE 5,805 6,643
    PAYPAL HOLDINGS, INC 22,505 24,138
    PERKIN ELMER INC 8,276 13,069
    PFIZER INC 27,776 46,118
    PINTEREST INC 1,197 945
    PTC INC 1,073 1,090
    PVH CORP 4,916 5,333
    QUALCOMM INC 11,820 16,275
    REGENERON PHARMACEUTICALS INC 10,473 11,999
    ROBERT HALF INTL INC 9,392 12,602
    ROPER INDUSTRIES 4,665 10,329
    ROSS STORES, INC 2,492 8,914
    S J W CP 5,855 6,149
    SALESFORCE.COM 12,991 19,314
    SBA COMMUNICATIONS CORP 4,707 6,613
    SCHWAB STRATEGIC TR US LARGE C 9,092 10,324
    SCHWAB U.S. LARGE-CAP GROWTH 17,431 19,814
    SCHWAB US BROAD MARKET 32,677 32,660
    SCHWAB US REIT 6,042 6,428
    SEI INVESTMENTS 2,399 6,033
    SERVICE NOW 2,402 3,246
    SHERWIN-WILLIAMS CO 2,669 3,874
    SIMON PPTY GROUP INC 7,555 18,214
    SLM CORP 4,704 10,209
    SONY GROUP CORP 2,329 3,034
    SOUTHWEST AIRLINES 5,958 4,327
    SPDR GOLD SHARES 2,914 3,077
    STARBUCKS CORP COM 6,315 8,539
    T. ROWE PRICE GROWTH STOCK FUN 58,706 102,917
    T. ROWE PRICE INTERNATIONAL DI 55,694 74,788
    TAKE-TWO INTERACTIVE SOFTWARE 2,448 2,488
    TAPESTRY INC 11,784 10,962
    TARGET CORPORATION 11,265 15,738
    TEXAS INSTRUMENTS INC 15,260 21,486
    TEXTRON INC 7,426 11,812
    THERMO FISHER SCIENTIFIC INC 8,770 23,353
    TJX COMPANIES INC 8,771 12,299
    TREX CO INC 6,329 9,722
    TYLER TECHNOLOGIES, INC 1,260 1,614
    ULTRA QQQ PROSHARES 7,443 7,389
    ULTRA S&P500 PROSHRS 53,496 58,255
    UNDER ARMOUR INC CL A 11,625 9,260
    UNION PACIFIC 8,622 13,352
    UNITED PARCEL SERVICE 12,293 16,076
    UNITEDHEALTH GROUP INC 32,481 53,729
    US BANCORP 4,915 4,550
    VANGUARD EQUITY INCOME - ADMIR 159,048 236,946
    VANGUARD HIGH DIV YIELD 2,977 3,363
    VANGUARD INDEX TR MID-CAP INDE 226,308 439,622
    VANGUARD INSTITUTIONAL INDEX 285,504 612,602
    VANGUARD S&P 500 ETF 151,288 165,897
    VANGUARD SF REIT ETF 100,607 107,309
    VANGUARD SHORT-TERM CORPORATE 88,807 90,381
    VANGUARD UTLTS ETF 21,677 22,991
    VEEVA SYSTEMS INC 2,114 2,044
    VERTEX PHARMCTLS INC 9,481 9,662
    VIRTU FINANCIAL INC 6,315 7,121
    VISA INC 36,635 43,559
    WABTEC 1,817 2,395
    WAL-MART STORES INC 11,268 14,614
    WALT DISNEY HOLDINGS CO 17,354 19,051
    WASTE MANAGEMENT INC 9,480 16,523
    WEST PHARMA SVCS INC 10,066 14,070
    WILLIAMS SONOMA INC 9,727 9,133
    WINGSTOP INC 3,378 4,493
    XILINX INC 7,943 14,630
    YETI HOLDINGS, INC. 6,804 5,964
    ZOETIS INC 10,788 16,838

    TY 2021 InvestmentsOtherSchedule2
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLAINE FISHER ROYALTIES LLC -   100,000 100,000
    BOURNE SENIORS HOUSING III LLC   36,938 100,000
    BOURNE SENIORS HOUSING IV LLC   210,323 250,000
    GPB HOLDINGS LP   20,000  
    HPI REAL ESTATE FD IX LLC   200,000 200,000
    HPI REAL ESTATE OPPORTUNITY FD   116,674 166,394
    INVESCO DB OIL FUND   2,647 1,829
    NW MUTUAL LIFE INS POL#12-368-   413,852 413,852
    PROSHARES ULTRASHORT BLOOMBERG   14,044 12,329

    TY 2021 OtherExpensesSchedule
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 49,256     49,256
    Bank Charges 829 829    
    K-1 Exp BOURNE SENIORS HOUSING 34 15    
    K-1 Exp BOURNE SENIORS HOUSING 31 15    
    K-1 Exp INVESCO DB OIL FUND 5 5    
    K-1 Exp PROSHARES ULTRASHORT B 10 10    
    State or Local Filing Fees 26     26


    TY 2021 OtherIncomeSchedule2
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss BOURNE SENIORS HOUSING III LLC -20,322 8  
    K-1 Inc/Loss BOURNE SENIORS HOUSING IV LLC -23,791 2,698  
    K-1 Inc/Loss GPB HOLDINGS LP 1,411 26  
    K-1 Inc/Loss HPI REAL ESTATE FUND V LLC -6,706 -6,706  
    K-1 Inc/Loss HPI REAL ESTATE OPPORTUNITY FD VI LLC -5,391 -5,391  
    income from blaine fisher 877 877  
    life insurance policy income 14,531    


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 57,454 57,454    


    TY 2021 TaxesSchedule
    Name:
    The Thom Family Foundation Inc
    EIN:
    20-0374684
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 7,100      
    Foreign Tax Paid 112 112