Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 653067
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752653067
A Employer identification number

36-6917007
B Telephone number (see instructions)

(888) 866-3275
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$19,149,135J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 500,127 499,985  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,783
b Gross sales price for all assets on line 6a 5,757,132
7 Capital gain net income (from Part IV, line 2)... 21,783
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........ 521,910 521,768  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 247,590 185,692   61,897
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,675 1,005 0 670
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
30,573 1,908   28,665
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,684 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)....... Click to see attachment
List of Attached Documents:
// Content
6,900 6,900    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 288,422 196,931 0 91,232
25 Contributions, gifts, grants paid....... 1,227,600 1,227,600
26 Total expenses and disbursements. Add lines 24 and 25 1,516,022 196,931 0 1,318,832
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -994,112
b Net investment income (if negative, enter -0-) 324,837
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 233,135 258,028 258,028
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 14,261,438 Click to see attachment
List of Attached Documents:
// Content
13,247,656 		18,819,088
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 65,119 72,019 72,019
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,559,692 13,577,703 19,149,135
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 14,559,692 13,577,703
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)..... 14,559,692 13,577,703
30 Total liabilities and net assets/fund balances (see instructions). 14,559,692 13,577,703
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
14,559,692
2
Enter amount from Part I, line 27a .....................
2
-994,112
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
12,127
4
Add lines 1, 2, and 3 ..........................
4
13,577,707
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,577,703
Form 990-PF (2023)
Form 990-PF (2023)
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 525000. U.S. TREASURY BILL ZERO% JUN 22 2023   2022-12-27 2023-01-03
b 7. MERCK AND CO INC SHS   2022-04-13 2023-01-17
c 5. MERCK AND CO INC SHS   2022-03-30 2023-01-17
d 1. MERCK AND CO INC SHS   2011-05-04 2023-01-17
e 4. MERCK AND CO INC SHS   2008-06-14 2023-01-17
9. PEPSICO INCORPORATED   2015-03-26 2023-01-17
250000. ROYAL BANK OF CANADA SER GMTN GLB   2021-01-05 2023-01-17
3.61 GNM P591761X 05 50%2032   2002-11-21 2023-01-31
.99 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2023-01-31
9. TARGET CORP   2019-07-23 2023-01-31
1. UNITEDHEALTH GROUP INC   2020-03-17 2023-01-31
2. UNITEDHEALTH GROUP INC   2019-09-17 2023-01-31
11. TRANE TECHNOLOGIES PLC   2016-11-15 2023-01-31
15. CONOCOPHILLIPS COM   2018-11-27 2023-02-14
203.15 GNM P591761X 05 50%2032   2002-11-21 2023-02-28
1.07 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2023-02-28
250000. CITIGROUP INC GLB   2016-02-16 2023-03-01
2. JOHNSON & JOHNSON   2022-06-21 2023-03-01
8. JOHNSON & JOHNSON   2013-01-04 2023-03-01
6. JOHNSON & JOHNSON   2013-01-03 2023-03-01
2. US BANCORP DEL COM NEW   2018-02-14 2023-03-20
23. US BANCORP DEL COM NEW   2018-05-09 2023-03-20
2. US BANCORP DEL COM NEW   2018-06-26 2023-03-20
24. US BANCORP DEL COM NEW   2020-11-24 2023-03-20
29. US BANCORP DEL COM NEW   2022-09-27 2023-03-20
18. US BANCORP DEL COM NEW   2020-03-17 2023-03-20
21. US BANCORP DEL COM NEW   2020-03-18 2023-03-20
28. US BANCORP DEL COM NEW   2020-05-13 2023-03-20
115. US BANCORP DEL COM NEW   2004-11-03 2023-03-20
2.62 GNM P591761X 05 50%2032   2002-11-21 2023-03-31
1.21 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2023-03-31
500. ISHARES RUSSELL 1000 VALUE ETF   2021-06-02 2023-04-18
800. NEXTERA ENERGY INC SHS   2022-07-05 2023-04-18
4. CIGNA GROUP/THE   2022-12-22 2023-04-25
3. CIGNA GROUP/THE   2022-11-23 2023-04-25
11. DEERE & COMPANY   2019-04-30 2023-04-25
18. TEXAS INSTRS INC   2011-11-16 2023-04-25
4. DEERE & COMPANY   2019-04-30 2023-04-26
2.63 GNM P591761X 05 50%2032   2002-11-21 2023-04-30
.89 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2023-04-30
9. J P MORGAN CHASE & CO COM   2021-10-12 2023-05-09
10. J P MORGAN CHASE & CO COM   2021-09-01 2023-05-09
4. J P MORGAN CHASE & CO COM   2008-06-14 2023-05-09
2.64 GNM P591761X 05 50%2032   2002-11-21 2023-05-31
.91 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2023-05-31
14. LILLY ELI & COMPANY   2018-04-03 2023-06-07
9. NORTHERN TRUST CORPORATION   2019-11-14 2023-06-07
8. NORTHERN TRUST CORPORATION   2020-02-04 2023-06-07
2. NORTHERN TRUST CORPORATION   2020-04-08 2023-06-07
1. NORTHERN TRUST CORPORATION   2020-04-08 2023-06-08
1475000. U.S. TREASURY BILL ZERO% JUN 22 2023   2022-12-27 2023-06-22
2. BROADCOM INC   2022-12-22 2023-06-26
2. BROADCOM INC   2019-10-01 2023-06-26
2. KLA-TENCOR CORP COM   2022-11-23 2023-06-26
2. LAM RESEARCH CORP   2023-01-18 2023-06-26
2. LAM RESEARCH CORP   2023-01-17 2023-06-26
5. NORTHERN TRUST CORPORATION   2020-04-08 2023-06-26
3. NORTHROP CORPORATION   2021-12-22 2023-06-26
16. TARGET CORP   2019-07-23 2023-06-26
4. WASTE MANAGEMENT INC   2011-11-17 2023-06-26
1. LAM RESEARCH CORP   2023-01-17 2023-06-27
5. NORTHERN TRUST CORPORATION   2020-04-08 2023-06-27
22. NORTHERN TRUST CORPORATION   2020-04-07 2023-06-27
5. NORTHERN TRUST CORPORATION   2020-05-13 2023-06-27
2. NORTHROP CORPORATION   2021-12-22 2023-06-27
16. TARGET CORP   2019-07-23 2023-06-27
4. WASTE MANAGEMENT INC   2011-11-17 2023-06-27
7. NORTHERN TRUST CORPORATION   2020-05-13 2023-06-28
2.66 GNM P591761X 05 50%2032   2002-11-21 2023-06-30
1.35 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2023-06-30
250000. USD TOTAL CAP CANADA 2.750% JUL 15 2023   2017-08-25 2023-07-15
59. VERIZON COMMUNICATIONS   2019-10-29 2023-07-18
2.41 GNM P591761X 05 50%2032   2002-11-21 2023-07-31
1.27 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2023-07-31
1. LAM RESEARCH CORP   2022-07-19 2023-08-16
2. LAM RESEARCH CORP   2018-11-13 2023-08-16
7. UNITED PARCEL SERVICE CL B   2021-11-09 2023-08-16
1. UNITED PARCEL SERVICE CL B   2021-06-23 2023-08-16
12. ELECTRONIC ARTS   2022-09-28 2023-08-29
20. VERIZON COMMUNICATIONS   2019-10-29 2023-08-29
44. VERIZON COMMUNICATIONS   2020-02-04 2023-08-29
11. VERIZON COMMUNICATIONS   2022-02-02 2023-08-29
2.68 GNM P591761X 05 50%2032   2002-11-21 2023-08-31
3.66 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2023-08-31
1. ELECTRONIC ARTS   2022-09-28 2023-09-12
13. ELECTRONIC ARTS   2022-09-27 2023-09-12
33. XCEL ENERGY INC COM   2018-08-07 2023-09-12
.768 JOHNSON & JOHNSON   2005-11-18 2023-09-14
.606 KENVUE INC   2005-11-18 2023-09-14
17. XCEL ENERGY INC COM   2018-08-07 2023-09-26
14. XCEL ENERGY INC COM   2018-08-08 2023-09-26
300000. U.S. TREASURY BILL ZERO% SEP 28 2023   2023-06-30 2023-09-28
2.7 GNM P591761X 05 50%2032   2002-11-21 2023-09-30
.72 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2023-09-30
1. KLA-TENCOR CORP COM   2022-11-23 2023-10-10
2. KLA-TENCOR CORP COM   2017-10-09 2023-10-10
10. NEXTERA ENERGY INC SHS   2022-06-07 2023-10-10
15. NEXTERA ENERGY INC SHS   2010-07-30 2023-10-10
10. NIKE INC CL B   2023-06-07 2023-10-10
7. MEDTRONIC PLC SHS   2021-09-28 2023-10-24
8. MEDTRONIC PLC SHS   2021-10-27 2023-10-24
2. MEDTRONIC PLC SHS   2018-09-04 2023-10-24
1. MEDTRONIC PLC SHS   2019-02-04 2023-10-24
9. MEDTRONIC PLC SHS   2023-07-18 2023-10-24
3. MEDTRONIC PLC SHS   2020-03-20 2023-10-24
3.74 GNM P591761X 05 50%2032   2002-11-21 2023-10-31
.73 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2023-10-31
300000. U.S. TREASURY BILL ZERO% NOV 02 2023   2023-06-30 2023-11-02
2. BROADCOM INC   2019-10-01 2023-11-08
1. BROADCOM INC   2017-01-24 2023-11-08
3. PHILIP MORRIS INTL INC   2021-09-01 2023-11-08
18. PHILIP MORRIS INTL INC   2023-01-17 2023-11-08
2. PHILIP MORRIS INTL INC   2022-08-02 2023-11-08
1.69 GNM P591761X 05 50%2032   2002-11-21 2023-11-30
.77 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2023-11-30
4. BROADCOM INC   2016-12-28 2023-12-08
2. CIGNA GROUP/THE   2022-11-23 2023-12-08
12. CIGNA GROUP/THE   2022-10-13 2023-12-08
5. CUMMINS ENGINE INC   2022-12-22 2023-12-08
7. MARSH & MCLENNAN COS INC   2012-10-12 2023-12-08
6. WASTE MANAGEMENT INC   2011-11-17 2023-12-08
1475000. U.S. TREASURY BILL ZERO% DEC 14 2023   2023-06-21 2023-12-14
18. CISCO SYSTEMS INCORPORATED   2023-07-18 2023-12-20
21. CISCO SYSTEMS INCORPORATED   2022-11-23 2023-12-20
5. EATON CORP PLC   2023-05-09 2023-12-20
1. EATON CORP PLC   2023-05-10 2023-12-20
500000. U.S. TREASURY BILL ZERO% JUN 13 2024   2023-12-13 2023-12-22
300000. U.S. TREASURY BILL ZERO% MAR 21 2024   2023-09-27 2023-12-22
2.74 GNM P591761X 05 50%2032   2002-11-21 2023-12-31
.99 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2023-12-31
(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 513,450   513,450  
b 775   602 173
c 554   411 143
d 111   35 76
e 443   137 306
1,584   861 723
250,000   250,000  
4   4  
1   1  
1,545   793 752
497   243 254
995   465 530
1,969   646 1,323
1,712   979 733
203   206 -3
1   1  
250,000   249,548 452
304   348 -44
1,217   572 645
913   424 489
69   124 -55
795   1,291 -496
69   100 -31
829   1,083 -254
1,002   1,184 -182
622   599 23
726   686 40
968   835 133
3,974   3,317 657
3   3  
1   1  
77,679   81,073 -3,394
62,983   64,416 -1,433
1,013   1,328 -315
760   960 -200
4,173   1,822 2,351
3,062   576 2,486
1,499   663 836
3   3  
1   1  
1,228   1,492 -264
1,365   1,602 -237
546   157 389
3   3  
1   1  
6,170   1,073 5,097
683   949 -266
607   805 -198
152   166 -14
74   83 -9
1,442,550   1,442,550  
1,652   1,105 547
1,652   550 1,102
921   774 147
1,245   959 286
1,245   942 303
359   416 -57
1,343   1,140 203
2,151   1,410 741
666   124 542
624   471 153
361   416 -55
1,587   1,825 -238
361   350 11
897   760 137
2,133   1,410 723
670   124 546
503   490 13
3   3  
1   1  
250,000   250,000  
1,900   3,552 -1,652
2   2  
1   1  
648   446 202
1,297   287 1,010
1,198   1,464 -266
171   204 -33
1,451   1,409 42
691   1,204 -513
1,520   2,568 -1,048
380   592 -212
3   3  
4   4  
122   117 5
1,580   1,495 85
1,892   1,556 336
125   48 77
13   5 8
992   802 190
817   660 157
296,263   296,263  
3   3  
1   1  
472   387 85
944   208 736
504   793 -289
755   196 559
987   1,073 -86
506   884 -378
578   981 -403
145   191 -46
72   88 -16
650   776 -126
217   232 -15
4   4  
1   1  
294,713   294,713  
1,805   550 1,255
902   198 704
272   309 -37
1,631   1,821 -190
181   197 -16
2   2  
1   1  
3,654   721 2,933
510   640 -130
3,060   3,558 -498
1,153   1,195 -42
1,364   241 1,123
1,029   185 844
1,438,432   1,438,432  
904   920 -16
1,055   1,025 30
1,188   853 335
238   170 68
487,386   486,919 467
292,477   292,253 224
3   3  
1   1  
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        
b       173
c       143
d       76
e       306
      723
       
       
       
      752
      254
      530
      1,323
      733
      -3
       
      452
      -44
      645
      489
      -55
      -496
      -31
      -254
      -182
      23
      40
      133
      657
       
       
      -3,394
      -1,433
      -315
      -200
      2,351
      2,486
      836
       
       
      -264
      -237
      389
       
       
      5,097
      -266
      -198
      -14
      -9
       
      547
      1,102
      147
      286
      303
      -57
      203
      741
      542
      153
      -55
      -238
      11
      137
      723
      546
      13
       
       
       
      -1,652
       
       
      202
      1,010
      -266
      -33
      42
      -513
      -1,048
      -212
       
       
      5
      85
      336
      77
      8
      190
      157
       
       
       
      85
      736
      -289
      559
      -86
      -378
      -403
      -46
      -16
      -126
      -15
       
       
       
      1,255
      704
      -37
      -190
      -16
       
       
      2,933
      -130
      -498
      -42
      1,123
      844
       
      -16
      30
      335
      68
      467
      224
       
       
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 21,783
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
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 right arrow 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) 1 4,515
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 0
3 Add lines 1 and 2........................... 3 4,515
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 4,515
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,762
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,762
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 753
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowFL
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 653067DALLASTX ZIP+4right arrow752653067
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
BANK OF AMERICA N A CO-TRUSTEE
1 		128,943    
PO BOX 653067
DALLAS,TX75265
MARILYN MOORE CO-TRUSTEE
1 		39,549    
13974 WIND FLOWER DR
WEST PALM BCH,FL33418
JIM ELAM CPA CO-TRUSTEE
1 		39,549    
600 CITRUS AVE
FOT PIERCE,FL34950
MARJORIE S BLANZ CO-TRUSTEE
1 		39,549    
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
18,318,508
b
Average of monthly cash balances.......................
1b
827,121
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
19,145,629
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
19,145,629
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
287,184
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,858,445
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
942,922
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
942,922
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,515
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,515
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
938,407
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
938,407
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 XII, line 1 ...
7
938,407
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
1,318,832
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,318,832
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 938,407
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 532,674
b From 2019...... 664,291
c From 2020...... 519,670
d From 2021...... 510,765
e From 2022...... 280,013
f Total of lines 3a through e ........ 2,507,413
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,318,832
a Applied to 2022, 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 2023 distributable amount..... 938,407
e Remaining amount distributed out of corpus 380,425
5 Excess distributions carryover applied to 2023. 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 2,887,838
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		532,674
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,355,164
10 Analysis of line 9:
a Excess from 2019.... 664,291
b Excess from 2020.... 519,670
c Excess from 2021.... 510,765
d Excess from 2022.... 280,013
e Excess from 2023.... 380,425
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 right arrow
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 (2023)
Form 990-PF (2023)
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

HANDS

3855 S US HIGHWAY 1 STE B
FORT PIERCE,FL34982 		N/A PC UNRESTRICTED GENERAL 25,000

BOYNTON CDC

800 N MAGNOLIA AVE SUITE 106
Orlando,FL32803 		N/A PC UNRESTRICTED GENERAL 7,500

EDUCATION FOUNDATION OF MARTIN COUNTY

PO BOX 291
STUART,FL34995 		N/A PC UNRESTRICTED GENERAL 10,000

CLINICS CAN HELP INC

2560 WESTGATE AVENUE
WEST PALM BEACH,FL33409 		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 15,000

FLORIDA WILDLIFE HOSPITAL AND SANCTUARY

4560 N US HIGHWAY 1
MELBOURNE,FL329357202 		N/A PC UNRESTRICTED GENERAL 5,000

WOUNDED VETERANS RELIEF INC

1335 OLD DIXIE HIGHWAY
LAKE PARK,FL33403 		N/A PC SUPPORT EMERGENCY ASSIS FOR 20,000

LIFEBUILDERS OF THE TREASURE COAST

216 SOUTH 2ND STREET
FORT PIERCE,FL34950 		N/A PC UNRESTRICTED GENERAL 25,000

CANINE ASSISTED THERAPY

1040 NE 45TH STREET
OAKLAND PARK,FL33334 		N/A PC PERFORMING CANINE MAGIC 25,000

IN JACOB'S SHOES

5431 NW 15TH STREET 10
MARGATE,FL33063 		N/A PC UNRESTRICTED GENERAL 5,000

HACER MINISTRY

2727 GEORGIA AVENUE
WEST PALM BEACH,FL33405 		N/A PC UNRESTRICTED GENERAL 15,000

PATIENT AIRLIFT SERVICES (PALS SKYHOPE)

7110 REPUBLIC AIRPORT
FARMINGDALE,NY117353954 		N/A PC UNRESTRICTED GENERAL 10,000

PROJECT LIFT

1330 SW 34 STREET
PALM CITY,FL34990 		N/A PC UNRESTRICTED GENERAL 15,000

BOCA HELPING HANDS INC

1500 NORTHWEST FIRST COURT
BOCA RATON,FL33432 		N/A PC UNRESTRICTED GENERAL 20,000

RILEY CHILDREN'S FOUNDATION

30 S MERIDIAN STREET
INDIANAPOLIS,IN46204 		N/A PC UNRESTRICTED GENERAL 10,000

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

CENTER FOR TRAUMA COUNSELING INC

6801 LAKE WORTH ROAD
GREENACRES,FL33467 		N/A PC UNRESTRICTED GENERAL 5,000

GENESIS ASSISTANCE DOGS INC

PO BOX 3101
WEST PALM BEACH,FL33402 		N/A PC UNRESTRICTED GENERAL 5,000

THE INNER TRUTH PROJECT

2190 RESERVE PARK TRACE
PORT ST LUCIE,FL349863328 		N/A PC UNRESTRICTED GENERAL 10,000

DIABETES WILL'S WAY

275 MEDICAL DRIVE
CARMEL,IN46082 		N/A PC UNRESTRICTED GENERAL 5,000

COUNCIL ON AGING OF MARTIN COUNTY

900 SE SALERNO ROAD
STUART,FL34997 		N/A PC MEALS ON WHEELS PROGRAM 45,000

FLORIDA OUTREACH CENTER FOR THE BLIND

1386 VICTORIA DRIVE
WEST PALM BEACH,FL334065826 		N/A PC UNRESTRICTED GENERAL 25,000

AID TO DISTRESSED FAMILIES

PO BOX 5953
OAK RIDGE,TN378305953 		N/A PC SUPPORT APPALACHIAN YOUTH 20,000

HELPING PEOPLE SUCCEED

1601 NE BRAILLE PLACE
JENSEN BEACH,FL34957 		N/A PC AUTISTIC TRANSITION TO 40,000

PALM BEACH ATLANTIC UNIVERSITY

901 S FLAGLER DRIVE
WEST PALM BEACH,FL33416 		N/A PC NURSING EDUCATIONAL 20,000

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 15,000

FULLER CHILD DEVELOPMENT CENTER

200 NE FOURTEENTH STREET
BOCA RATON,FL33432 		N/A PC UNRESTRICTED GENERAL 15,000

SENIOR RESOURCE ASSOCIATION INC

694 14TH STREET
VERO BEACH,FL32960 		N/A PC UNRESTRICTED GENERAL 10,000

INSIGHT FOR THE BLIND

1401 NE 4TH AVENUE
FORT LAUDERDALE,FL333041033 		N/A PC UNRESTRICTED GENERAL 7,500

ARC OF THE GLADES

4250 NW 16TH STREET
BELLE GLADE,FL33430 		N/A PC FOCUS ON YOUNG ADULTS 12,000

SAFESPACE

632 SE MONTEREY ROAD
STUART,FL34994 		N/A PC UNRESTRICTED GENERAL 30,000

HOSPICE OF MARTIN & ST LUCIE COUNTIES

1201 SE INDIAN STREET
STUART,FL34997 		N/A PC UNRESTRICTED GENERAL 40,000

PACE CENTER FOR GIRLS

6745 PHILIPS INDUSTRIAL BLVD
JACKSONVILLE,FL322563033 		N/A PC UNRESTRICTED GENERAL 10,000

HOUSE OF HOPE

2484 SE BONITA STREET
STUART,FL34997 		N/A PC UNRESTRICTED GENERAL 50,000

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 20,000

BIG BROTHERS BIG SISTERS OF PALM BEACH &
MARTIN COUNTIES
1700 KIRK ROAD
WEST PALM BEACH,FL33406 		N/A PC B.I.S.S. SITE-BASED 15,000

LIGHTHOUSE FOR THE BLIND OF PALM BEACHES

5601 CORPORATE WAY
WEST PALM BEACH,FL33407 		N/A PC UNRESTRICTED GENERAL 20,000

LEGAL AID SOCIETY OF PALM BEACH CNTY

423 FERN STREET
WEST PALM BEACH,FL33401 		N/A PC EDUCATIONAL ADVOCACY 25,000

KENTUCKY CHRISTIAN UNIVERSITY

00 ACADEMIC PARKWAY
GRAYSON,KY411430000 		N/A PC UNRESTRICTED GENERAL 18,100

HOSPICE FDN OF MARTIN & ST LUCIE

1201 SE INDIAN STREET
STUART,FL34997 		N/A PC SUPPORT YOUTH & FAMILY 50,000

HOMELESS COALITION OF PALM BEACH COUNTY

810 DATURA STREET
WEST PALM BEACH,FL33401 		N/A PC UNRESTRICTED GENERAL 10,000

CARIDAD CENTER

8645 W BOYNTON BEACH BLVD
BOYNTON BEACH,FL33472 		N/A PC EXPANSION & RENOVATION 15,000

BOYS & GIRLS CLUB OF MARTIN COUNTY

PO BOX 910
HOBE SOUND,FL334750910 		N/A PC UNRESTRICTED GENERAL 15,000

LIGHT OF THE WORLD - LUZ DEL MUNDO

5333 N DIXIE HIGHWAY SUITE 201
OAKLAND PARK,FL33334 		N/A PC UNRESTRICTED GENERAL 45,000

VITA NOVA INC

2724 N AUSTRALIAN AVENUE
WEST PALM BEACH,FL33407 		N/A PC UNRESTRICTED GENERAL 10,000

MARTIN COUNTY HEALTHY START COALITION

963 SE FEDERAL HWY
STUART,FL34994 		N/A PC UNRESTRICTED GENERAL 10,000

FAITH-HOPE-LOVE-CHARITIES INC

3175 S CONGRESS AVENUE 130
PALM SPRINGS,FL33461 		N/A PC UNRESTRICTED GENERAL 7,500

BOYS & GIRLS CLUB OF ST LUCIE COUNTY

3104 AVENUE J
FORT PIERCE,FL34947 		N/A PC UNRESTRICTED GENERAL 55,000

CARING CHILDREN CLOTHING CHILDREN

7985 SW JACK JAMES DRIVE
STUART,FL34997 		N/A PC CORE & LITERACY PROGRAMS 10,000

SUNCOAST MENTAL HEALTH CENTER INC

2222 COLONIAL ROAD STE 100
FORT PIERCE,FL349505309 		N/A PC UNRESTRICTED GENERAL 30,000

GRANDMA'S PLACE

184 SPARROW DRIVE
ROYAL PALM BEACH,FL33470 		N/A PC EDUCATION PROGRAM FOR 10,000

QUANTUM HOUSE

901 45TH STREET
WEST PALM BEACH,FL33407 		N/A PC UNRESTRICTED GENERAL 20,000

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 UNRESTRICTED GENERAL 35,000

VOLUNTEERS IN MEDICINE CLINIC INC

417 BALBOA AVENUE
STUART,FL34994 		N/A PC UNRESTRICTED GENERAL 25,000

COMMUNITY GREENING

610 SW 15TH AVENUE 4
DELRAY BEACH,FL33444 		N/A PC UNRESTRICTED GENERAL 10,000

SWEET DREAM MAKERS

55 NE 5TH AVENUE
BOCA RATON,FL33432 		N/A PC UNRESTRICTED GENERAL 15,000

DIABETES COALITION OF PALM BEACH

2051 MARTIN LUTHER KING JR BLVD
WEST PALM BEACH,FL334047004 		N/A PC UNRESTRICTED GENERAL 14,000

FEED THE HUNGRY PANTRY OF PALM BEACH CTY

8306 155TH STREET
PALM BEACH GARDENS,FL33418 		N/A PC UNRESTRICTED GENERAL 30,000

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 5,000
Total .................................right arrow 3a 1,227,600
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 500,127  
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 21,783  
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) ..   521,910  
13Total. Add line 12, columns (b), (d), and (e)..................
13
521,910
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 2023 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 2023 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 13,247,656 18,819,088

TY 2023 OtherDecreasesSchedule
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
Description Amount
ROUNDING 4


TY 2023 OtherExpensesSchedule
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-INCOME 6,900 6,900   0


TY 2023 OtherIncreasesSchedule
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
Description Amount
COST ADJUSTMENT 6,722
SALES ADJ 0
INCOME ADJUSTMENT 5,405


TY 2023 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 28,665     28,665
INVESTMENT ADVISORY FEES 1,908 1,908    


TY 2023 TaxesSchedule
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ESTIMATES 258 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,426 1,426   0