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
LeRoy Thom Jean Thom and T-L Foundation
 
% James Thom
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 1047
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Hastings, NE689021047
A Employer identification number

47-0776789
B Telephone number (see instructions)

(402) 462-4128
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$52,604,289J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,544,800
2 Check right arrow.............
3 Interest on savings and temporary cash investments 73,324 73,324  
4 Dividends and interest from securities... 1,190,362 1,190,362  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
203,833
b Gross sales price for all assets on line 6a 2,243,640
7 Capital gain net income (from Part IV, line 2)... 203,833
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
48,261 48,261  
12 Total. Add lines 1 through 11........ 3,060,580 1,515,780  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,758 4,758    
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,761 23,761    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,983 4,983    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,398 3,398    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,900 36,900   0
25 Contributions, gifts, grants paid....... 4,886,900 4,886,900
26 Total expenses and disbursements. Add lines 24 and 25 4,923,800 36,900   4,886,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,863,220
b Net investment income (if negative, enter -0-) 1,478,880
c Adjusted net income (if negative, enter -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......... 1,942,227 926,278 925,278
3 Accounts receivable right arrow-5,436
Less: allowance for doubtful accounts right arrow   18,156 -5,436 -5,436
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 15,753,461 Click to see attachment
List of Attached Documents:
// Content
14,648,910 		12,559,718
b Investments—corporate stock (attach schedule)....... 20,300,715 Click to see attachment
List of Attached Documents:
// Content
20,569,040 		39,124,729
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.............      
13 Investments—other (attach schedule)..........      
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) 38,014,559 36,138,792 52,604,289
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 38,014,559 36,138,792
29 Total net assets or fund balances (see instructions)..... 38,014,559 36,138,792
30 Total liabilities and net assets/fund balances (see instructions). 38,014,559 36,138,792
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
38,014,559
2
Enter amount from Part I, line 27a .....................
2
-1,863,220
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2
4
Add lines 1, 2, and 3 ..........................
4
36,151,341
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
12,549
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
36,138,792
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 203,833
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 20,556
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 20,556
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 20,556
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 20,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 20000 7 20,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 556
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 arrow   Refundedright arrow 11  
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 arrowNE
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrownone
14
The books are in care ofright arrowJames Thom Telephone no.right arrow (402) 462-4128

Located atright arrow151 East Highway 6 and AB RoadHastingsNE ZIP+4right arrow68901
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)
 
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
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
Thomas A Thom Dir
000.50 		0    
1017 Country Club Dr
Hastings,NE68901
David W Thom Dir
000.50 		0    
5000 W Platte River Dr
Doniphan,NE68832
James Thom Pres/DIR
000.50 		0    
5130 Osborne Drive East
Hastings,NE68901
Robert Lubken Dir
000.50 		0    
Route 1 Box60C
Trumbull,NE68980
David H Fisher Dir, Gen Cou
000.50 		0    
18 Village Drive
Hastings,NE68901
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  
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 arrow  
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 none 0
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 none  
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
50,069,389
b
Average of monthly cash balances.......................
1b
2,022,348
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
52,091,737
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
 
3
Subtract line 2 from line 1d.........................
3
52,091,737
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
781,376
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
51,310,361
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,565,518
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
2,565,518
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
20,556
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,556
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,544,962
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
2,544,962
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
2,544,962
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 Click to see attachment
List of Attached Documents:
// Content
..........
1a
4,886,900
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
4,886,900
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 2,544,962
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 575,990
e From 2022...... 1,821,565
f Total of lines 3a through e ........ 2,397,555
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,886,900
a Applied to 2022, but not more than line 2a  
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 2023 distributable amount..... 2,544,962
e Remaining amount distributed out of corpus 2,341,938
5 Excess distributions carryover applied to 2023.    
(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 4,739,493
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		4,739,493
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 575,990
d Excess from 2022.... 1,821,565
e Excess from 2023.... 2,341,938
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).)
See Schedule B
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.
None
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:
James Thom
PO Box 1047
Hastings,NE68902
(402) 462-4128
bThe form in which applications should be submitted and information and materials they should include:
No particular form
cAny submission deadlines:
none
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Generally limited to NE religious, educational, assistance orgnizations and activities
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

Adams County Historical Society

PO Box 102
Hastings,NE68901 		none   museum operations 1,000

Alliance Defending Freedom

15100 N 90th St
Scottsdale,AZ85260 		none   christian legal advocay 6,000

American Cancer Society - Adams County

PO Box 84168
Omaha,NE68124 		none   cancer research 6,000

American Center for Law & Justice

PO Box 90555
Washington,DC200900555 		none   social justice 9,000

Arbor School

1919 Knoll St
Houston,TX77080 		none   spec needs edu assistance 60,000

Bethany Home

515 West 1st St PO Box 150
Minden,NE68959 		none   special needs support 30,000

Bethany Lutheran Church

PO Box 209
Minden,NE68959 		none   religious support 4,500

Billy Graham Evangelistic Assn

1 Billy Graham Parkway
Charlotte,NC282010001 		none   religious support 30,000

CASA of South Central Nebraska

1924 West A Street
Hastings,NE68901 		none   children legal support 9,000

Catholic Social Services

2241 O Street
Lincoln,NE68510 		none   poverty relief 1,000

Catholic Social Services of Nebraska

333 West 2nd Street
Hastings,NE68901 		none   poverty relief 78,000

Catholic Social Services of Southern NE

PO Box 30425
Lincoln,NE685030425 		none   poverty relief 21,000

Central Community College Foundation

201 Foundation Pl Ste 200
Hastings,NE68901 		none   public education support 5,000

Childrens ARK Daycare Center

926 East E St
Hastings,NE68901 		none   child care support 1,000

Christ Lutheran School

13175 W 70th Street
Juniata,NE68955 		none   private education support 8,000

Christian Heritage Childrens Home

14880 Old Cheney Road
Walton,NE68461 		none   child assistance 60,000

Clay County Historical Society

PO Box 191
Clay Center,NE68933 		none   history preservation 1,000

Concordia University Foundation

800 N Columbia Ave
Seward,NE68434 		none   private college support 283,000

Convoy of Hope

PO Box 1125
Springfield,MO65802 		none   poverty assistance 30,000

Creation Instruction Association

1770 S Overland Ave
Juniata,NE68955 		none   private education support 120,000

Crossroads Center

702 West 14th
Hastings,NE68901 		none   homeless assistance 69,000

Dakota Boys Ranch

PO Box 5007
Minot,ND587025007 		none   child assistance 20,000

Ebenezzer United Methodist Church

7312 N Main Street
Houston,TX77022 		none   religious support 30,000

enCourage Advocacy Center

220 S Burlington Ste 4
Hastings,NE68901 		none   religious support 5,000

Epilepsy Foundation

3540 Crain Highway Ste 675
Bowie,MD20716 		none   medical research 6,000

Exile International

3534 West End Ave
Nashville,TN37205 		none   refugee support 75,000

Faith Lutheran Church

837 N Chestnut Ave
Hastings,NE68901 		none   religious support 39,000

Fellowship of Christian Athletes

820 N Webb Rd Ste 203
Grand Island,NE68803 		none   religious support 300

Fisher House Foundation Inc

PO Box 791598
Baltimore,MD21279 		none   veteran assistance 5,000

Food for Thought

PO Box 1662
Hastings,NE68901 		none   hunger assistance 900

Food Pantry

c/o The Closet 341 E 4th St
Minden,NE68959 		none   hunger relief 6,000

Freedom Alliance

25 West Piccadilly Street
Winchester,VA22601 		none   military family support 15,000

Friends of the Madison Valley Library

210 E Main
Ennis,MT59729 		none   public library support 1,000

Gigi's Playhouse

1704 Seamist Dr Ste 400
Houston,TX77008 		none   down syndrum support 45,000

Grace Life Church

PO Box 2087
Hastings,NE68901 		none   church support 174,000

Guide Rock Fire and Rescue

PO Box 5
Guide Rock,NE68942 		none   public safety support 4,250

Hastings Area Habitat for Humanity

PO Box 856
Hastings,NE68902 		none   poverty assistance 2,500

Hastings Catholic Schools Foundation

521 N Kansas Ave
Hastings,NE68901 		none   private school support 5,000

Hastings Christian School

PO Box 2087
Hastings,NE68902 		none   private education support 120,000

Hastings College Foundation

710 N Turner Ave
Hastings,NE68901 		none   private college support 10,000

Hastings Community Foundation

PO Box 703
Hastings,NE689020703 		none   community enhacement 6,000

Hastings Family YMCA

PO Box 1065
Hastings,NE68902 		none   youth health support 30,000

Hastings Museum Foundation

1330 N Burlington Ave
Hastings,NE68901 		none   history preservation educa 1,000

Hastings Public Schools Foundation

1515 W 8th St
Hastings,NE68901 		none   public school support 3,000

Hastings Rural Fire Department

3235 S Baltimore Ave
Hastings,NE68901 		none   public safety support 3,000

Hastings Symphony Orchestra

PO Box 597
Hastings,NE68902 		none   fine arts support 7,000

Heartcry Mission

PO Box 7372
Roanoke,VA24019 		none   religious support 30,000

Heartland Lutheran High School

3900 West Husker Hwy
Grand Island,NE68803 		none   private education support 20,000

Hillsdale College

33 E College St
Hillsdale,MI49242 		none   private college support 236,500

Houston Prestige Project

1114 Kingsbridge Rd
Houston,TX77003 		none   private education support 30,000

In Touch Ministries

PO Box 7900
Atlanta,GA30357 		none   at-risk youth support 30,000

Innovative Africa

PO Box 412833
Boston,MA02241 		none   rural Africa solar/water supp 15,000

International Justice Mission

PO Box 96961
Washington,DC200906961 		none   child enslavement relief 6,000

Intrepid Fallen Heroes Fund

One Intrepid Square
New York,NY10036 		none   veteran support 15,000

Kearney County Community Foundation

PO Box 213
Minden,NE68959 		none   municipality support 19,500

Kenesaw United Child Care

409 N Wayne Street
Kenesaw,NE68956 		none   child care support 5,000

Kings Gate Ranch

PO Box 246
Halletsville,TX77964 		none   abuse counseling 75,000

Larsen Tractor Museum

PO Box 830833
Lincoln,NE685830833 		none   history preservation/support 1,000

LCMS NationalWorld Mission

1333 S Kirkwood Road
St Louis,MO631229981 		none   religious support 25,000

Life House Church

PO Box 451
Hastings,NE68902 		none   religious support 30,000

Lutheran High School of Northeast Nebraska

PO Box 2454
Norfolk,NE687022454 		none   private education support 10,000

Lutheran Hour MInistries

660 Mason Ridge Center Dr
St Louis,MO631418557 		none   christian outreach ministry 5,000

Madison Valley Medical Center Foundation

PO Box 993
Ennis,MT59729 		none   medical support 5,000

Madonna Foundation

5401 South Street
Lincoln,NE68506 		none   medical support 10,000

Matt Talbot Kitchen & Outreach

PO Box 80935
Lincoln,NE68501 		none   hunger relief 9,000

Mayo Clinic Foundation

200 First Street SW
Rochester,MN55905 		none   medical research/support 50,000

Mentoring Works

223 E 14th St Ste 260
Hastings,NE68901 		none   youth development 3,500

Mercy Ships

PO Box 1930
Garden Valley,TX75771 		none   world poverty relief 15,000

Minden Opera House

PO Box 1
Minden,NE68959 		none   fine arts support 6,000

Minden Volunteer Fire Dept

325 N Colorado
Minden,NE68959 		none   public safety 6,000

Miriam's Hope

PO Box 108
Oberlin,KS67749 		none   troubled your assistance 9,000

Mission Nebraska

PO Box 30345
Lincoln,NE68503 		none   NE christian radio support 15,000

Montana Land Reliance

PO Box 355
Helena,MT596240355 		none   historical land preservation 1,000

Mt Calvary MB

4622 Stassen Belfort St
Houston,TX77051 		none   church support 75,000

Multipli (PLI)

25 Century Blvd Ste 405
Nashville,TN37214 		none   christian leadership training 13,000

National Military Family Association Inc

2800 Eisenhower Avenue Ste 250
Alexandria,VA22314 		none   veteran support 5,000

Nebraska FFA Foundation

PO Box 94942
Lincoln,NE685094942 		none   Youth ag education 9,000

Nebraska Kidney Association

PO Box 42
Minden,NE68959 		none   medical reseach 4,500

Nebraska LEAD Program

PO Box 830763
Lincoln,NE68583 		none   young adult citizenship traini 8,500

Nebraska Right to Life

PO Box 80410
Lincoln,NE685010410 		none   unborn child protection 30,000

New Life Christian Counseling

8101 Bancroft Ave
Lincoln,NE68506 		none   christian support 30,000

NUX4Life

8615 Jackson Creek Bend Ln
Humble,TX77396 		none   veteran family support 15,000

One Acre Fund

2070 Green Bay Road
Highland Park,IL60035 		none   world hunger relief 9,000

One Life Church Bay Area

381 Green Wing St
Webster,TX77598 		none   church asstance 75,000

Orphan Grain Train

PO Box 1466
Norfolk,NE687021466 		none   world poverty relief 45,000

Pastoral Leadership Institute

PO Box 972
Wheaton,IL601870972 		none   religous support 55,000

Patriot Academy (Torch of Freedom Foundation)

PO Box 586
Dripping Springs,TX78620 		none   youth patriotic ed support 30,000

Peace Lutheran Church

906 N California
Hastings,NE68901 		none   church support 16,000

Platte Institute

6910 Pacific St Ste 216
Omaha,NE68106 		none   public research support 5,000

Platte Valley Youth for Christ

PO Box 386
Hastings,NE68902 		none   youth support 60,000

Prager U

15021 Ventura Blvd Ste 552
Sherman Oaks,CA91403 		none   conservative information sup 30,000

Prairie Loft

PO Box 1731
Hastings,NE68902 		none   historical preservation/educa 6,500

PreBorn

PO Box 78221
Indianapolis,IN46278 		none   serving unborn and mothers 58,500

Red Cloud Volunteer Fire Dept

137 E 5th Ave
Red Cloud,NE68970 		none   public safety 4,250

Red Cross - Great Plains Chapter

404 East 3rd St
Grand Island,NE68801 		none   public health 5,000

Saint Mary's McCracken Heritage Assn

304 E Florence
Rush Center,KS67575 		none   historical preservation 1,500

Santa Barbara Birth Center

2958 State Street
Santa Barbara,CA93105 		none   midwife support services 1,500

Shepherd of the Hills Church

PO Box 785
Ennis,MT59729 		none   religious support 1,000

Shriners Hospitals for Children

2900 Rocky Point Drive
Tampa,FL33607 		none   child medical services 10,000

Simple Grace Ministries

14200 SW 42nd St
Martell,NE68404 		none   marriage support 18,000

St Cecilia Catholic Church

301 W 7th St
Hastings,NE68901 		none   religious support 6,000

St John Catholic Church

624 N Garber Ave
Minden,NE68959 		none   religious support 12,000

St Lukes Foundation

1213 Hermann Dr Ste 855
Houston,TX77004 		none   healthcare support 15,000

St Paul AME Church

1554 Gears Rd
Houston,TX77067 		none   church support 30,000

Stephen Siller Tunnel to Towers

2361 Hylan Blvd
Staten Island,NY10306 		none   veteran-first responder aid 12,000

Sunley-Squier American Legion Post

25495 220 Road
Brownell,KS67521 		none   veteran support 1,500

Teammates of Nebraska

1924 West A St
Hastings,NE68901 		none   youth mentoring support 7,500

The Mission North Shore

PO Box 526
Haleiwa,HI96712 		none   non-denomiation religious 75,000

The Mosaic Foundation

4980 S 118th St
Omaha,NE68137 		none   special needs support 30,000

The Remnant Radio

10625 Pond Meadow Dr
Oklahoma City,OK73151 		none   theology broadcast support 75,000

The Salvation Army

PO Box 546
Hastings,NE68902 		none   poverty relief 39,000

Turning Point USA

PO Box 90790
Phoenix,AZ85044 		none   religious broadcast support 2,500

Ubuntu

1310 S 1st St Ste 100
Austin,TX78704 		none   Kenya Africa youth support 202,500

United Way of South Central Nebraska Inc

301 S Burington Ave
Hastings,NE68901 		none   community wellbeing suppor 25,000

Voice of the Martyrs

1815 SE Bison Rd
Bartlesville,OK74006 		none   religious persecution aid 36,000

Vous Church

1951 NW 7th Ave Ste 160/355
Miami,FL33136 		none   inner city religious support 75,000

Water for Life

PO Box 456
Kalona,IA52247 		none   Haitti poverty relief 60,000

Wellspring Pregnancy & Health Center

223 East 14th Ste 202
Hastings,NE68901 		none   womens healthcare assista 99,600

Willa Cather Foundation

413 N Webster St
Red Cloud,NE68970 		none   historical preservation and ed 2,000

Wounded Warriors - Family Support

11218 John Galt Blvd Ste 103
Omaha,NE68137 		none   veteran assistance 30,000

YMCA

PO Box 1065
Hastings,NE68902 		none   youth support 500,000

YMCA

PO Box 1065
Hastings,NE68902 		none   youth support 500,000

YWCA of Hastings

2525 W 2nd St
Hastings,NE68901 		none   youth support 4,100

Zion Classical Academy

465 S Marian Rd
Hastings,NE68901 		none   private education support 297,000
Total .................................right arrow 3a 4,886,900
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 ........... 		    14 73,324  
4 Dividends and interest from securities ....     14 1,190,362  
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 ............ 		    18 203,833  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aInvestment Distribution in 		  48,261 18    
bexcess of Basis Goldman Sachs          
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,515,780  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,515,780
(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: 23017659
Software Version: 23.1.0.0
Part VI Line 7 - Tax Paid with the Original Return: 20,000


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
2023
Name of the organization
LeRoy Thom Jean Thom and T-L Foundation
 
Employer identification number

47-0776789
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
LeRoy Thom Jean Thom and T-L Foundation
  		Employer identification number
47-0776789
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
Thomas Thom
1017 country Club Drive
 
Hastings, NE68901

$ 40,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Michael Thom
1279 C Road
 
Minden, NE68959

$ 150,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
David Thom
5000 Platte River Lane
 
Doniphan, NE68832

$ 650,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
James Thom
5130 Osborne Drive East
 
Hastings, NE68901

$ 150,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
Sarah Crawford
2585 S Maxon Ave
 
Hastings, NE98901

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
Casey Thom
525 Villa Drive
 
Seabrook, TX77586

$ 150,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
LeRoy Thom Jean Thom and T-L Foundation
  		Employer identification number
47-0776789
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
7
Amanda Jacobitz Wellspring Farm
19440 West 42nd St
 
Kenesaw, NE68956

$ 80,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
Elizabeth Peshek
1395 N Adams Central Road
 
Juniata, NE68955

$ 98,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
Jennifer Stutzman
5500 W Platte River Lane
 
Doniphan, NE68832

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
Chelsea Thom
260 S Jasmine Street
 
Denver, CO80224

$ 26,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
Chris Thom
875 W Saddlehorn Road
 
Ayr, NE68925

$ 11,800


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
John Thom
1001 Highland Drive
 
Hastings, NE68901

$ 16,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
LeRoy Thom Jean Thom and T-L Foundation
  		Employer identification number
47-0776789
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
13
Benjamin Thom
244 E Storey Road
 
Winter Garden, FL34787

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
Nicholas Thom
1573 L Road
 
Minden, NE68959

$ 3,000


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
LeRoy Thom Jean Thom and T-L Foundation
  		Employer identification number

47-0776789
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
LeRoy Thom Jean Thom and T-L Foundation
  		Employer identification number

47-0776789
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) (2023)
Additional Data


Software ID: 23017659
Software Version: 23.1.0.0

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

TY 2023 GainLossSaleOtherAssetsSch
Name:
LeRoy Thom Jean Thom and T-L Foundation
EIN:
47-0776789
Software ID:
23017659
Software Version:
23.1.0.0
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
Box Butte Sch. Bond 2013-10 P 2023-07 redemption 194,807 194,807 market      
Fed Home Ln Bk 2022-10 P 2023-04 redemption 500,000 500,000 market      
Fed Home Ln Bk 2022-10 P 2023-12 redemption 500,000 500,000 market      
Tulsa Cnty EDU BAB 2010-06 P 2023-09 redemption 95,000 95,000 market      
Home Federal Bank CD 2020-07 P 2023-07 redemption 250,000 250,000 market      
Fed Farm Credit 2023-03 P 2023-06 redemption 500,000 500,000 market      

TY 2023 InvestmentsCorpStockSchedule
Name:
LeRoy Thom Jean Thom and T-L Foundation
EIN:
47-0776789
Software ID:
23017659
Software Version:
23.1.0.0
Name of Stock End of Year Book Value End of Year Fair Market Value
3636 shares of Wells Fargo Bank 55,241 209,087
6364 shares of Wells Fargo Bank 74,799 283,113
12000 shares of Tyson Foods Inc. 58,888 537,500
3000 shares of I Shares - Midcap 400 Index 277,513 970,025
8000 shares of I Shares - Russell 1000 Index 598,305 1,487,250
3400 shares of I Shares - Russell 2000 Index 279,733 842,982
6900 shares of I Shares - SP 500 Index 905,141 3,797,159
6000 shares of I Shares - EAFE Index 415,090 602,800
25000 shares of I Shares - Australia 508,819 693,690
10000 shares of SP Dividend EFT 744,802 1,405,913
3000 shares of SPDR - SP Int Div EFT 180,701 159,975
9000 shares of Vanguard Specialized Funds - EFT 462,209 1,448,400
China-US Ind Partnership 460,202 589,728
Adams County Bank CD 250,000 250,000
2000 shares of Altria Group 60,793 80,680
1250 shares of Conoco Phillips 68,073 145,088
1250 shares of Eaton Corp PLC 46,199 301,025
3000 shares of Intel Corp 60,072 150,750
750 shares of McDonalds 63,027 222,383
1000 shares of Walmart 68,684 157,650
2250 shares of Microsoft 60,170 846,090
Boeing 1,316 15,640
2300 shares of Invesco SP 500 EQU weight 159,549 362,940
365 shares of Vanguard Extended Mkt EFT 29,350 60,013
NH PE Asia V Tei 201,740 232,903
Premier Offshr BSP 381,827 655,074
KKR Principal Opportuities Access Fund   217,487
Vintage VI LP   197,114
HSBC Bank CD-2.25 250,000 248,188
Anchorage Liquid Opportunities Access   1,991
Chemours 4,511 12,931
Communications Sales Leasing 878 1,277
SPDR Trust Series I 528,809 1,216,794
Vanguard Mid-Cap ETF Index 74,897 141,910
Bank of America - PFD 100,000 77,760
Private Equities Offshore Co-Investment   189,894
Vintage VII LP 172,697 666,914
1530 shares of IShare SP Mid-Cap 239,932 424,040
1886 shares of IShares Russell 1000 Growth 419,482 961,655
1764 shares of IShares Russell 1000 Value 585,234 907,388
2180 shares of Vanguard SP 500 485,003 952,224
1891 shares of Vanguard Small Cap 235,068 403,407
American Amcap F2 633,155 965,243
American Capital World GrIn 384,703 571,011
American Europacific F2 340,553 352,537
American Growth Fund of Amer F2 672,305 983,687
American New Economy F2 495,981 817,119
American New Perspective F2 307,231 496,334
American Small Cap World F2 257,218 434,327
American Washington Mutual Inv F2 767,898 1,149,647
IShare MSCI EAFE 324,580 435,523
Vanguard Dividend Appreciation 74,817 175,512
Vanguard High Dividend Yield ETF 75,095 134,514
Amtrust Financial - PFD 94,006 49,200
West Street International Infrastructure LP 507,135 855,799
Corteva Inc - CTVA 11,413 41,978
DOW Inc DOW 22,286 48,040
Dupont De Nemours - DD 32,708 67,391
ATT Inc 5 PFD- TPRA 100,000 83,960
Duke Energy Corp 5.75 PFD 100,000 97,600
5000 shares of Select- Utilities SPDR - XLU 450,095 633,300
6000 shares of SPDR SP 500 ETF Trust - SPY 1,360,190 2,851,860
2500 shares of JP Morgan Chase 12/31/49 5 48128BAF8 236,250 245,413
1500 shares of Keycorp New 12/31/49 5 493267AK4 135,975 120,435
2500 shares of PNC Finl Svc 12/31/49 5 693475AQ8 236,538 233,608
2500 shares of Morgan Stanley 12/31/99 5.3 61745VAB9 224,375 255,448
4042 shares of Vanguard Total Stk Mkt ETF - VTI 420,673 898,827
4000 shares of Associated Banc Corp PFD 100,000 80,000
4000 shares of First Midwest Banc Inc PFD 100,000 101,360
4000 shares of Truist Financial Corp 5.25 PFD 100,000 88,920
4000 shares of Truist Financial Corp 4.75 PFD 100,000 80,480
4000 shares of US Cellular Senior Notes 6.25 100,000 77,800
4000 shares of Wells Fargo Co PFD 4.7 100,000 80,200
2000 shares of Wesbanco Inc PFD 50,000 47,900
4000 shares of Wintrust Financial 6.875 PFD 100,000 97,360
American Funds Cap Income Builder F2 400,440 380,107
US Cellular Senior Notes 5.5 100,000 70,240
Ashbridge Secondaries 437,794 550,584
CK Opp Offshore 607,133 836,555
300 shares of Pmco Enhanced Shrt Mat - MINT 29,795 29,937
540 shares of Invesco QQQ Trust - QQQ 159,944 221,141
25000 shares of Central Plains Bancshares 250,000 255,000

TY 2023 InvestmentsGovtObligationsSch
Name:
LeRoy Thom Jean Thom and T-L Foundation
EIN:
47-0776789
Software ID:
23017659
Software Version:
23.1.0.0
US Government Securities - End of Year Book Value:

11,012,528
US Government Securities - End of Year Fair Market Value:

9,178,368
State & Local Government Securities - End of Year Book Value:


3,636,382
State & Local Government Securities - End of Year Fair Market Value:


3,381,350


TY 2023 LegalFeesSchedule
Name:
LeRoy Thom Jean Thom and T-L Foundation
EIN:
47-0776789
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Fraser Stryker LLO PC 4,758 4,758    


TY 2023 OtherDecreasesSchedule
Name:
LeRoy Thom Jean Thom and T-L Foundation
EIN:
47-0776789
Software ID:
23017659
Software Version:
23.1.0.0
Description Amount
Excise Taxes paid in 2023 12,549


TY 2023 OtherExpensesSchedule
Name:
LeRoy Thom Jean Thom and T-L Foundation
EIN:
47-0776789
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bond premiums paid on investments 459 459    
Bond premium/disc paid on US treasuries -179 -179    
accrued interest paid on US treasury obligations 3,118 3,118    


TY 2023 OtherIncomeSchedule2
Name:
LeRoy Thom Jean Thom and T-L Foundation
EIN:
47-0776789
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Goldman Sachs Private Equity Distribution Above Basis 48,261 48,261  


TY 2023 OtherIncreasesSchedule
Name:
LeRoy Thom Jean Thom and T-L Foundation
EIN:
47-0776789
Software ID:
23017659
Software Version:
23.1.0.0
Description Amount
rounding 2


TY 2023 OtherProfessionalFeesSchedule
Name:
LeRoy Thom Jean Thom and T-L Foundation
EIN:
47-0776789
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Brokerage Advisory Fees 22,229 22,229    
Program Fee - Foreign Tax Processing 32 32    
Annual Cusody Fee 1,500 1,500    


TY 2023 SubstantialContributorsSch
Name:
LeRoy Thom Jean Thom and T-L Foundation
EIN:
47-0776789
Software ID:
23017659
Software Version:
23.1.0.0
Name Address
See Schedule B  
 


TY 2023 TaxesSchedule
Name:
LeRoy Thom Jean Thom and T-L Foundation
EIN:
47-0776789
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Taxes withheld on dividends 4,955 4,955    
NE Corporation Occupation Tax 28 28