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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE THOMAS M AND IRENE KIRBO
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2720 PARK STREET SUITE 211
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSONVILLE, FL32205
A Employer identification number

59-6197946
B Telephone number (see instructions)

(904) 384-0440
C 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$46,940,680J 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 240,880 240,880  
4 Dividends and interest from securities... 562,133 557,391  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,340,572
b Gross sales price for all assets on line 6a 5,282,902
7 Capital gain net income (from Part IV, line 2)... 1,340,572
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
77 77 0
12 Total. Add lines 1 through 11........ 2,143,662 2,138,920 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 82,971 4,149 0 78,822
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,459 823 0 15,636
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
245,711 245,711 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
34,601 14,601 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 9,600 480 0 9,120
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,008 150 0 2,858
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 392,350 265,914 0 106,436
25 Contributions, gifts, grants paid....... 1,976,000 1,976,000
26 Total expenses and disbursements. Add lines 24 and 25 2,368,350 265,914 0 2,082,436
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -224,688
b Net investment income (if negative, enter -0-) 1,873,006
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 1,205,487 1,548,165 1,548,165
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) 4,643,545 Click to see attachment
List of Attached Documents:
// Content
4,832,346 		4,832,346
b Investments—corporate stock (attach schedule)....... 28,531,988 Click to see attachment
List of Attached Documents:
// Content
30,584,944 		30,584,944
c Investments—corporate bonds (attach schedule)....... 3,294,502 Click to see attachment
List of Attached Documents:
// Content
3,802,093 		3,802,093
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).......... 6,028,369 Click to see attachment
List of Attached Documents:
// Content
6,158,548 		6,158,548
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
14,584 		Click to see attachment
List of Attached Documents:
// Content
14,584 		Click to see attachment
List of Attached Documents:
// Content
14,584
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,718,475 46,940,680 46,940,680
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 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........ 43,718,475 46,940,680
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 43,718,475 46,940,680
30 Total liabilities and net assets/fund balances (see instructions). 43,718,475 46,940,680
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
43,718,475
2
Enter amount from Part I, line 27a .....................
2
-224,688
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,450,737
4
Add lines 1, 2, and 3 ..........................
4
46,944,524
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,844
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
46,940,680
Form 990-PF (2024)
Form 990-PF (2024)
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 CAPITAL GAIN DISTRIBUTIONS      
b PUBLICLY TRADED SECURITIES      
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 556,914     556,914
b 4,725,988   3,942,330 783,658
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       556,914
b       783,658
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 1,340,572
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
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 26,035
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 26,035
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 26,035
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 25,754
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,754
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 9 281
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 2024 or the taxable year beginning in 2024? 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 arrowN/A
14
The books are in care ofright arrowMARTHA JENKS SAWYER Telephone no.right arrow (904) 384-0440

Located atright arrow2720 PARK STREET SUITE 211JACKSONVILLEFL ZIP+4right arrow32205
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
CHARLES H KIRBO JR TRUSTEE
10.00 		15,000 0 0
C/O 2720 PARK STREET SUITE 211
JACKSONVILLE,FL32205
MARTHA J SAWYER TRUSTEE
25.00 		37,971 0 0
C/O 2720 PARK STREET SUITE 211
JACKSONVILLE,FL32205
BETSY ANNE KIRBO TRUSTEE
10.00 		15,000 0 0
C/O 2720 PARK STREET SUITE 211
JACKSONVILLE,FL32205
THOMAS M JENKS TRUSTEE
10.00 		15,000 0 0
C/O 2720 PARK STREET SUITE 211
JACKSONVILLE,FL32205
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
44,915,981
b
Average of monthly cash balances.......................
1b
1,266,392
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
46,182,373
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
46,182,373
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
692,736
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
45,489,637
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,274,482
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
2,274,482
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
26,035
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,035
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,248,447
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,248,447
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
2,248,447
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
2,082,436
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
 
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
2,082,436
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,248,447
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 542,865
b From 2020...... 464,546
c From 2021......  
d From 2022......  
e From 2023...... 3,661
f Total of lines 3a through e ........ 1,011,072
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,082,436
a Applied to 2023, 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 2024 distributable amount..... 2,082,436
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 166,011 166,011
(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 5 845,061
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		376,854
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		468,207
10 Analysis of line 9:
a Excess from 2020.... 464,546
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 3,661
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARTHA JENKS SAWYER
2720 PARK ST STE 211
JACKSONVILLE,FL32205
(904) 384-0440
bThe form in which applications should be submitted and information and materials they should include:
STATEMENT 13
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE TO BE MADE TO AID RELIGIOUS, EDUCATIONAL, CULTURAL, CHARITABLE, SCIENTIFIC AND LITERARY INSTITUTIONS.
Form 990-PF (2024)
Form 990-PF (2024)
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

2ND MILE MINISTRIES

1650 MARGARET ST SUITE 302 339
JACKSONVILLE,FL32204 		  PC LEADERSHIP DEVELOPMENT PATHWAY PROGRAM FOR AT RISK YOUTH 6,000

ABRAHAM BALDWIN AGRICULTURAL COLLEGE FOUNDATION

ABAC 13 2802 MOORE HWY
TIFTON,GA31793 		  PC SCHOLARSHIPS 20,000

AGING TRUE

4250 LAKESIDE DR SUITE 116
JACKSONVILLE,FL32210 		  PC MEALS ON WHEELS FOR SENIORS 5,000

ALZHEIMER'S ASSN

2402 NORTH TIFT AVE SUITE 102
TIFTON,GA31794 		  PC WALK TO END ALZHEIMER'S BAINBRIDGE GA 3,000

AMANI WOMEN CENTER

3777 CHURCH STREET
CLARKSTON,GA30021 		  PC SUPPORT FOR REFUGEE HEALTH AND EDUCATION IN GA COMMUNITIES 5,000

AMERICAN RED CROSS OF NE FL

751 RIVERSIDE AVENUE
JACKSONVILLE,FL32204 		  PC HOME FIRE EDUCATION 5,000

ANDREW COLLEGE

501 COLLEGE STREET
CUTHBERT,GA398405550 		  PC ANNUAL FUND FOR SCHOLARSHIPS 35,000

ANGELWOOD

PO BOX 8771
JACKSONVILLE,FL32239 		  PC SUPPORT FOR CHILDREN & ADULTS WITH DISABILITIES 15,000

ARC JACKSONVILLE

1050 NORTH DAVIS STREET
JACKSONVILLE,FL32209 		  PC ARC JACKSONVILLE LODGE 30,000

ASCENSION ST VINCENTS FOUNDATION

1 SHIRCLIFF WAY PO BOX 41564
JACKSONVILLE,FL32203 		  PC ANNUAL GIVING FUND TO PROVIDE THE ECONOMICALLY CHALLENGED WITH HEALTH CARE 50,000

ASSN OF FUNDRAISING PROFESSIONALS

PO BOX 43024
JACKSONVILLE,FL322033024 		  PC SCHOLARSHIPS FOR NONPROFIT DEVELOPMENT PERSONNEL 2,500

ATHENS AREA COMMUNITY FOUNDATION

PO BOX 1543
ATHENS,GA30603 		  PC PROVIDE GRANTS TO CHARITABLE ORGANIZATIONS IN THE GREATER ATHENS AREA 15,000

ATLANTA COMMUNITY FOOD BANK

3400 NORTH DESERT DRIVE
ATLANTA,GA30344 		  PC SUPPORT FAMILIES WITH FOOD INSECURITY 5,000

ATLANTA HUMANE SOCIETY

1551 PERRY BLVD NW
ATLANTA,GA30318 		  PC SHELTER MEDICINE PROGRAM 5,000

ATLANTA MISSION

PO BOX 20017
ATLANTA,GA30325 		  PC EMERGENCY SHELTER AND SOCIAL SERVICE 10,000

ATLANTA MUSIC PROJECT

883 DILL AVENUE SW
ATLANTA,GA30310 		  PC SUPPORT OF EDUCATION OF YOUNG MUSICIANS IN UNDERSERVED COMMUNITIES 10,000

ATLANTA RONALD MCDONALD CHARITIES INC

795 GATEWOOD ROAD NE
ATLANTA,GA30329 		  PC A NEW WORLD OF CARE CAPITAL CAMPAIGN TO EXPAND THE EXISTING FACILITY TO SERVE FAMILIES OF SICK CHILDREN 50,000

BAINBRIDGE LITTLE THEATRE

PO BOX 1245
BAINBRIDGE,GA398181245 		  PC PROVIDE PERFORMING ARTS EXPOSURE TO YOUTH 3,000

BAINBRIDGE MEMORIAL HEALTH FOUNDATION

1500 EAST SHOTWELL STREET
BAINBRIDGE,GA39819 		  SO I HEALTHCARE SERVICES TO THE POOR AND INDIGENT 25,000

BAINBRIDGE-DECATUR COUNTY HUMANE SOCIETY

1250 COX AVENUE
BAINBRIDGE,GA32239 		  PC PROVISION OF ANIMAL SHELTER SERVICES 15,000

BAPTIST HEALTH FOUNDATION

841 PRUDENTIAL DR SUITE 1300
JACKSONVILLE,FL32207 		  PC APPRECIATIVE INQUIRY PROGRAM AT BAPTIST MEDICAL CTR. 50,000

BASCA INC

352 STOWE AVE
ORANGE PARK,FL32073 		  PC PROVIDE PROGRAMS AND HOMES FOR ADULTS WITH DISABILITIES 5,000

BEACHES COUNCIL ON AGING

PO BOX 50291
JACKSONVILLE BEACH,FL32240 		  PC PROVIDE TRANSPORTATION SERVICES TO THE ELDERLY 5,000

BEAM

850 SIXTH AVE SOUTH SUITE 400
JACKSONVILLE BEACH,FL32250 		  PC EMERGENCY ASSISTANCE TO ECONOMICALLY CHALLENGED 5,000

BELIEVE IN A CURE INC

1051 PORT WASHINGTON BLVD 1625
PORT WASHINGTON,NY11050 		  PC RESEARCH INITIATIVE TO DEVELOP A DRUG FOR FOXG1 SYNDROME 5,000

BENJAMIN FRANKLIN ACADEMY

1585 CLIFTON RD NE
ATLANTA,GA30329 		  PC WOOD SMETHURST EDUCATIONAL SCHOLARSHIP FD. 10,000

BIG BROTHERS BIG SISTERS OF NE FL

40 EAST ADAMS ST SUITE 220
JACKSONVILLE,FL32202 		  PC MENTORING PROGRAM FOR AT RISK YOUTH 5,000

BOOKS FOR KEEPS

PO BOX 49761
ATHENS,GA30604 		  PC BOOK DISTRIBUTIONS TO AT RISK CHILDREN 12,500

BOYS AND GIRLS CLUBS OF MITCHELL COUNTY

PO BOX 606
CAMILLA,GA31730 		  PC MENTORING PROGRAMS FOR AT RISK YOUTH 10,000

BOYS AND GIRLS CLUBS OF NE FLORIDA

PO BOX 2059
JACKSONVILLE,FL322032059 		  PC MENTORING PROGRAMS FOR AT RISK YOUTH 20,000

CASA OF SOUTHWEST GEORGIA

POST OFFICE BOX 323
BAINBRIDGE,GA39818 		  PC PROVIDES COURT APPOINTED SPECIAL ADVOCATE REPRESENTATION TO AT RISK YOUTH 5,000

CATHEDRAL ARTS PROJECT

207 N LAURA ST SUITE 300
JACKSONVILLE,FL32202 		  PC VISUAL AND PERFORMING ARTS INSTRUCTION TO AT RISK YOUTH 5,000

CENTER FOR THE VISUALLY IMPAIRED

739 W PEACHTREE STREET NW
ATLANTA,GA30308 		  PC PROGRAMS TO FOSTER INDEPENDENCE FOR THE VISUALLY IMPAIRED 10,000

CHESS AND COMMUNITY CONFERENCE

POST OFFICE BOX 48911
ATHENS,GA30604 		  PC CHARACTER EDUCATION FOR AT RISK YOUTH IN THE ATHENS AREA 5,000

CHILDREN'S HOME SOCIETY OF FLORIDA

3027 SAN DIEGO ROAD
JACKSONVILLE,FL32207 		  PC PROVIDE MENTAL HEALTH COUNSELING SERVICES TO CHILDREN AT THEIR SCHOOL SETTING 5,000

CHRISTIAN CITY

7345 RED OAK ROAD
UNION CITY,GA30291 		  PC PROVIDE HOUSING, MEDICAL, AND FOOD TO FAMILIES IN CRISIS 5,000

CITY OF BAINBRIDGE

510 EAST LOUISE STREET
BAINBRIDGE,GA39819 		  GOV CANINE PROGRAM TRAINING DOGS FOR USE IN PUBLIC SAFETY PURPOSES SUCH AS DRUG ENFORCEMENT AND SEARCH/RESCUE 16,500

CITY RESCUE MISSION

426 S MCDUFF AVE
JACKSONVILLE,FL32254 		  PC PROVIDE HOUSING AND ADDICTION RECOVERY TO THE HOMELESS 15,000

CLARA WHITE MISSION

613 WEST ASHLEY ST
JACKSONVILLE,FL32202 		  PC HOUSING, TRAINING AND FEEDING OF VETERANS AND HOMELESS 15,000

CLARKE SCHOOLS FOR HEARING AND SPEECH

9803 OLD ST AUGUSTINE ROAD SUITE 7
JACKSONVILLE,FL32257 		  PC EDUCATION OF DEAF AND HEARING IMPAIRED CHILDREN 5,000

COMMUNITIES IN SCHOOLS

532 RIVERSIDE AVENUE SUITE 3-OH
JACKSONVILLE,FL32202 		  PC DUVAL READS LITERACY PROJECT 7,500

COMMUNITY HOSPICE & PALLIATIVE CARE FD

4266 SUNBEAM RD
JACKSONVILLE,FL32257 		  PC COMPASSIONATE SERVICES FOR END OF LIFE CARE 10,000

COMMUNITY NUTCRACKER

4446-1A HENDRICKS AVENUE SUITE 364
JACKSONVILLE,FL32207 		  PC PERFORMANCE ARTS EDUCATION TO AT RISK YOUTH AND SCHOLARSHIPS 5,000

CUMMER MUSEUM OF ART

829 RIVERSIDE AVE
JACKSONVILLE,FL32204 		  PC VISUAL AND PERFORMING ARTS INSTRUCTION TO YOUTH WITH DISABILITIES 5,000

DANIEL FOUNDATION INC

4203 SOUTHPOINT BLVD
JACKSONVILLE,FL32216 		  PC PROGRAMS FOR VULNERABLE CHILDREN 5,000

DECATUR COUNTY FAMILY CONNECTION

POST OFFICE BOX 990
BAINBRIDGE,GA39818 		  PC PROVIDE SHELTER, COUNSELING AND SAFETY FOR YOUNG PEOPLE IN CRISIS 15,000

DECATUR COUNTY SCHOOLS FOUNDATION

PO BOX 1070
BAINBRIDGE,GA39818 		  PC PROVIDE ADDITIONAL CULTURAL OPPORTUNITIES FOR YOUTH 1,000

DECATUR COUNTY-GILBERT H GRAGG LIBRARY FD

301 S MONROE ST
BAINBRIDGE,GA39819 		  PC CHILDREN'S SUMMER LITERACY PROGRAM 10,000

DEPAUL SCHOOL OF NE FL

9750 DEER LAKE COURT
JACKSONVILLE,FL32246 		  PC EDUCATION TO YOUTH WITH SPECIFIC LEARNING DISABILITIES 10,000

DOWN SYNDROME OF JACKSONVILLE

8011 PHILIPS HIGHWAY SUITE 7
JACKSONVILLE,FL32256 		  PC PROGRAMS FOR FAMILIES SUPPORTING INDIVIDUALS WITH DOWN SYNDROME 5,000

DOWNTOWN ECUMENICAL SERVICES COUNCIL

215 N OCEAN ST
JACKSONVILLE,FL32202 		  PC FOOD, CLOTHING, AND FINANCIAL ASSISTANCE TO THE POOR 15,000

DREAMS COME TRUE

6803 SOUTHPOINT PARKWAY
JACKSONVILLE,FL32216 		  PC PROGRAMS/SERVICES FOR CHILDREN WITH LIFE THREATENING ILLNESSES 10,000

EAST TENNESSEE STATE UNIVERSITY FD

PO BOX 70734
JOHNSON CITY,TN376141710 		  PC AUDIOLOGY SCHOLARSHIP ENDOWMENT 15,000

ECKERD COLLEGE

4200 54TH AVE S
ST PETERSBURG,FL33711 		  PC SCHOLARSHIP FUND 5,000

EPISCOPAL CHURCH OF THE GOOD SHEPHERD

1100 STOCKTON ST
JACKSONVILLE,FL32204 		  PC CHILDREN'S ENRICHMENT WORKSHOPS/POOL MAINTENANCE 5,000

EPISCOPAL SCHOOL OF JACKSONVILLE

4455 ATLANTIC BLVD
JACKSONVILLE,FL32207 		  PC SCHOLARSHIP FUND 2,500

EXCHANGE CLUB FAMILY CENTER

PO BOX 47031
JACKSONVILLE,FL32207 		  PC PARENT AIDE PROGRAM TO PREVENT CHILD ABUSE 5,000

FAMILY PROMISE OF JACKSONVILLE

PO BOX 40363
JACKSONVILLE,FL32203 		  PC PROVIDE FOOD, SHELTER, AND FINANCIAL ASSISTANCE TO HOMELESS 5,000

FEEDING NORTHEAST FLORIDA

5245 OLD KINGS ROAD
JACKSONVILLE,FL32254 		  PC FOOD DISTRIBUTION TO VULNERABLE FAMILIES IN NE FL 10,000

FEEDING THE VALLEY

PO BOX 8904
COLUMBUS,GA319088904 		  PC FOOD BANK FACILITY IN SOUTHERN SERVICE AREA AND DOUGHERTY CTY 10,000

FIRST PRESBYTERIAN CHURCH

118 EAST MONROE ST
JACKSONVILLE,FL32202 		  PC YOUTH PROGRAM SERVICES IN INNER CITY 25,000

FITNESS AND CHARACTER EDUCATION

1015 ATLANTIC BLVD SUITE 297
ATLANTIC BEACH,FL32233 		  PC CHARACTER EDUCATION FOR AT RISK YOUTH 10,000

FLAGLER COLLEGE

74 KING ST
ST AUGUSTINE,FL32084 		  PC FLAGLER SCHOLARSHIP FUND 25,000

FLORIDA HUMANITIES COUNCIL

599 SECOND STREET SOUTH
ST PETERSBURG,FL33701 		  PC SPONSOR OF THE JAX. MUSEUM OF SCIENCE AND HISTORY PASSPORT SERIES EDUCATIONAL PROGRAM FOR YOUTH 10,000

FOOD BANK OF NORTHEAST GEORGIA

PO BOX 48857
ATHENS,GA306048857 		  PC PROVIDE MEALS TO THE FOOD INSECURE 10,000

FRIENDS OF DISABLED ADULTS AND CHILDREN

4900 LEWIS RD
STONE MOUNTAIN,GA30083 		  PC PROVIDE SERVICES AND MEDICAL EQUIPMENT TO THE DISABLED 10,000

FRIENDS WITH JESUS

PO BOX 513
BAINBRIDGE,GA39818 		  PC AFTER SCHOOL AND SUMMER PROGRAMS FOR AT RISK YOUTH 15,000

GEORGIA CENTER FOR CHILD ADVOCACY

PO BOX 11270SW
ATLANTA,GA30310 		  PC PROVISION OF SERVICES TO PHYSICALLY AND SEXUALLY ABUSED CHILDREN 5,000

GEORGIA DEPT OF HUMAN SERVICES

2 PEACHTREE ST NW SUITE 19-262
ATLANTA,GA30303 		  GOV PROVIDE SERVICES TO YOUTH IN FOSTER CARE 5,000

GEORGIA HEIRS PROPERTY LAW CTR

PO BOX 49294
ATHENS,GA30604 		  PC LEGAL SERVICES TO PROMOTE SOCIAL JUSTICE 20,000

GEORGIA JUSTICE PROJECT

438 EDGEWOOD AVE SE
ATLANTA,GA30312 		  PC PRO BONO LEGAL SERVICES TO LOW INCOME INDIVIDUALS 10,000

GEORGIA LIONS CAMP FOR THE BLIND

5626 LAURA WALKER RD
WAYCROSS,GA315036488 		  PC SCHOLARSHIPS FOR CAMP FOR THE BLIND 5,000

GEORGIA LIONS LIGHTHOUSE FOUNDATION

5582 PEACHTREE ROAD
ATLANTA,GA30341 		  PC VISION SCREENING SERVICES FOR GEORGIA INDIVIDUALS 5,000

GEORGIA RADIO READING SERVICE

260 FOURTEENTH ST NW
ATLANTA,GA30318 		  PC DELIVERY OF RADIO SHOWS FOR VISUALLY IMPAIRED 5,000

GEORGIA SOUTHWESTERN FOUNDATION

PO BOX 926
AMERICUS,GA31709 		  PC CARTER LEADERSHIP PROGRAM FUND 15,000

GEORGIA YOUTH SCIENCE & TECH CENTERS

1000 CHASTAIN ROAD MD3305
KENNESAW,GA30144 		  PC SOUTHWEST GYST REGIONAL CTR EDUCATIONAL PROGRAMMING 10,000

GREATER HICKORY COOPERATIVE CHRISTIAN MINISTRY

31 1ST AVENUE SE
HICKORY,NC28602 		  PC PROVIDES CRISIS ASSISTANCE, MEDICAL CLINIC SERVICES, LOW COST PHARMACY TO THE GREATER HICKORY AREA 15,000

GREENWOOD SCHOOL

9920 REGENCY SQUARE BLVD
JACKSONVILLE,FL32225 		  PC ANNUAL FUND FOR YOUTH WITH LEARNING DIFFERENCES 10,000

GROVEWAY COMMUNITY GROUP

89 GROVEWAY ST SUITE 106
ROSWELL,GA30075 		  PC PROVIDE PROGRAMS FOR AT RISK YOUTH AND FAMILIES 10,000

HALCYON HOME

PO BOX 1838
THOMASVILLE,GA31799 		  PC PROVISION OF SERVICES TO VICTIMS OF DOMESTIC ABUSE 10,000

HART FELT MINISTRIES

7235 BONNEVAL RD SUITE 123
JACKSONVILLE,FL32256 		  PC SERVICES TO LOW INCOME SENIORS 5,000

HAVEN HOSPICE

4200 NW 90TH BLVD
GAINESVILLE,FL32606 		  PC PROVIDE END OF LIFE SERVICES TO INDIVIDUALS 7,500

HERE TOMORROW

910 THIRD STREET
NEPTUNE BEACH,FL32266 		  PC PEER TO PEER MENTAL HEALTH COUNSELING AND REFERRAL 10,000

HOPE HAVEN

4600 BEACH BLVD
JACKSONVILLE,FL32207 		  PC SCHOLARSHIPS FOR INTERVENTIONS FOR DISABLED YOUTH 10,000

HUBBARD HOUSE

PO BOX 4909
JACKSONVILLE,FL32201 		  PC SHELTER SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE 15,000

HUNTER'S HOPE FOUNDATION

PO BOX 643 21 PRINCETON PL STE 12
ORCHARD PARK,NY14127 		  PC PROVIDE EARLY DIAGNOSIS, TREATMENT, AND EDUCATION TO LEUKODYSTROPHY FAMILIES 15,000

JACK HADLEY BLACK HISTORY MUSEUM

214 ALEXANDER ST
THOMASVILLE,GA31792 		  PC MAINTENANCE OF MUSEUM TO HONOR BLACK HISTORY AND SUPPORT OF THE JACK HADLEY YARDS CAPITAL CAMPAIGN PROJECT 125,000

JACKSONVILLE HUMANE SOCIETY

8464 BEACH BLVD
JACKSONVILLE,FL32216 		  PC PROVIDE SHELTER SERVICES FOR ANIMALS 10,000

JACKSONVILLE SYMPHONY ASSOCIATION

300 WATER ST SUITE 200
JACKSONVILLE,FL32202 		  PC MUSIC PROGRAMS FOR YOUTH AND ADULTS 10,000

JACKSONVILLE UNIVERSITY

2800 UNIVERSITY BLVD N
JACKSONVILLE,FL32211 		  PC NURSING SCHOLARSHIP FUND 25,000

JACKSONVILLE UNIVERSITY LAW SCHOOL

2800 UNIVERSITY BLVD N
JACKSONVILLE,FL32211 		  PC SCHOOL OF LAW ANNUAL FUND 5,000

JACKSONVILLE ZOO AND GARDENS

370 ZOO PARKWAY
JACKSONVILLE,FL32218 		  PC EDUCATIONAL PROGRAMMING FOR YOUTH 10,000

JERICHO SCHOOL

1351 SPRINKLE DR
JACKSONVILLE,FL32211 		  PC INDIVIDUALIZED EDUCATION TO YOUTH WITH AUTISM 12,000

KIWANIS CLUB OF JACKSONVILLE CHARITABLE FOUNDATION

5510 MILMAR CIRCLE
JACKSONVILLE,FL32207 		  PC SUPPORT FOR YOUTH EDUCATION INITIATIVES 5,000

KRABBECONNECT

PO BOX 264
ROSEMOUNT,MN55068 		  PC CENTRALIZATION FOR RESEARCH AND CLINICAL STUDIES FOR THE POTENTIAL ERADICATION OF KRABBE DISEASE 20,000

LITERARY ALLIANCE OF NE FL

40 EAST ADAMS STREET LL30
JACKSONVILLE,FL32202 		  PC LITERACY PROGRAMS FOR ADULTS 5,000

LOCAL INITIATIVES SUPPORT CORPORATION

100 N LAURA ST SUITE 600
JACKSONVILLE,FL32202 		  PC SUPPORT DEVELOPMENT OF DISTRESSED URBAN NEIGHBORHOODS 10,000

LUTHERAN SOCIAL SERVICES OF NE FL

4615 PHILIPS HIGHWAY
JACKSONVILLE,FL32207 		  PC BACKPACK PROGRAM TO FEED AT RISK YOUTH AND REFUGEES 5,000

MALIVAI WASHINGTON YOUTH FOUNDATION

1096 WEST 6TH STREET
JACKSONVILLE,FL32209 		  PC AFTER SCHOOL AND ENRICHMENT PROGRAMS FOR YOUTH IN JAX URBAN CORE 10,000

MARGUERITE NEEL WMS BOYS & GIRLS CLUBS OF SW GEORGIA

PO BOX 3026
THOMASVILLE,GA31799 		  PC AFTER SCHOOL AND SUMMER PROGRAMS FOR AT RISK YOUTH 10,000

MEALS ON WHEELS ATLANTA

1705 COMMERCE DR NW
ATLANTA,GA30318 		  PC MEAL DELIVERY TO VULNERABLE SENIORS 7,500

MERCER UNIVERSITY

1501 MERCER UNIVERSITY DR
MACON,GA312070001 		  PC SCHOOL OF LAW ANNUAL FUND 15,000

MISSION HOUSE

800 SHETTER AVE
JACKSONVILLE BEACH,FL322504348 		  PC PROVIDE MEALS, CLOTHING AND ESSENTIALS TO VULNERABLE INDIVIDUALS 10,000

MITCH22 FOUNDATION

2034 KNOTTY PINE COURT
JACKSONVILLE,FL32246 		  PC PROVIDE COLLEGE SCHOLARSHIP FUNDING TO HIGH SCHOOL YOUTH 2,500

MUSEUM OF SCIENCE AND HISTORY

1025 MUSEUM CIRCLE
JACKSONVILLE,FL32207 		  PC PROVIDE EDUCATIONAL EXPERIENCES TO YOUTH 5,000

NATIONAL ALLIANCE ON MENTAL ILLNESS

40 EAST ADAMS ST SUITE LL05
JACKSONVILLE,FL32202 		  PC TRAINING AND ADVOCACY FOR INDIVIDUALS IMPACTED BY MENTAL ILLNESS 10,000

NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS

250 WILLIAMS ST SUITE 2322
ATALNTA,GA30313 		  PC EXPANSION OF FACIITY TO PROVIDE EDUCATION ON CIVIL AND HUMAN RIGHTS TO THE PUBLIC 5,000

NEMOURS FOUNDATION

10140 CENTURION PARKWAY N
JACKSONVILLE,FL32256 		  PC PEDIATRIC ONCOLOGY CENTER HAND IN HAND CAPITAL CAMPAIGN 10,000

NONPROFIT CENTER OF NE FL

40 EAST ADAMS ST SUITE 100
JACKSONVILLE,FL32202 		  PC PROGRAMS TO STRENGTHEN THE NONPROFIT COMMUNITY/RENA COUGHLIN RESEARCH FUND 50,000

NORTH FLORIDA SCHOOL OF SPECIAL EDUCATION

223 MILL CREEK RD
JACKSONVILLE,FL32211 		  PC VOCATIONAL TRAINING FOR ADULTS WITH DISABILITIES 15,000

NORTH FULTON COMMUNITY CHARITIES

11270 ELKINS RD
ROSWELL,GA30076 		  PC PROVIDE FOOD, CLOTHING AND SKILLS CLASSES TO VULNERABLE FAMILIES 10,000

OTIS REDDING FOUNDATION

339 COTTON AVENUE
MACON,GA31201 		  PC PROVISION OF EDUCATION/EMPOWERMENT PROGRAMS THROUGH MUSIC 15,000

PACE CENTER FOR GIRLS JACKSONVILLE

2933 UNIVERSITY BLVD N
JACKSONVILLE,FL32211 		  PC PROGRAMS TO ASSIST AT RISK GIRLS 10,000

PINE CASTLE

4911 SPRING PARK RD
JACKSONVILLE,FL322077496 		  PC SERVICES FOR ADULTS WITH DISABILITIES 15,000

POLICE ATHLETIC LEAGUE JACKSONVILLE

3450 MONUMENT ROAD
JACKSONVILLE,FL32225 		  PC IMPROVEMENT OF TEEN CENTER SERVING DISADVANTAGED YOUTH 10,000

PRESBYTERIAN SOCIAL MINISTRIES

4115 POST STREET
JACKSONVILLE,FL32205 		  PC PROVIDE CLOTHING TO INDIVIDUALS IN NEED 5,000

PREVENT BLINDNESS GA

270 CARPENTER DR SUITE 606
SANDY SPRINGS,GA30328 		  PC VISION SCREENING FOR ELDERLY AND INDIGENT 10,000

PRISONERS OF CHRIST

6940 ATLANTIC BLVD
JACKSONVILLE,FL32211 		  PC EMPLOYMENT SERVICES FOR THE RECENTLY INCARCERATED 10,000

QUIGLEY HOUSE

PO BOX 8219
FLEMING ISLAND,FL32006 		  PC SERVICES FOR SEXUALLY ABUSED AND BATTERED 10,000

REEF BALL FOUNDATION

890 HILL ST
ATHENS,GA30606 		  PC PRESERVATION OF MARINE HABITATS 20,000

RIVERSIDE PARK UNITED METHODIST CHURCH

819 PARK ST
JACKSONVILLE,FL32204 		  PC PROVIDE OUTREACH MINISTRIES TO COMMUNITY 5,000

RIVERSIDE TRADITION HOUSE

2911 RIVERSIDE AVE
JACKSONVILLE,FL32205 		  PC SHELTER FOR RECOVERY FROM ALCOHOLISM AND DRUG ABUSE 10,000

RONALD MCDONALD HOUSE CHARITIES OF JACKSONVILLE

824 CHILDRENS WAY
JACKSONVILLE,FL32207 		  PC LODGING FOR FAMILIES OF HOSPITALIZED CHILDREN 15,000

RON ALLEN MINISTRIESGRACE THROUGH FAITH MINISTRIES

900 23RD STREET NORTH
JACKSONVILLE BEACH,FL32250 		  PC PROVIDE MUSICAL PERFORMANCES FOR HOSPICE AND HOMEBOUND INDIVIDUALS 5,000

SANCTUARY OF NE FL

PO BOX 3301
JACKSONVILLE,FL32206 		  PC AFTER SCHOOL PROGRAMS FOR AT RISK YOUTH 10,000

SAVANNAH SCHOOL OF ARTS AND DESIGN

PO BOX 3146
SAVANNAH,GA314023146 		  PC URBAN FARM EDUCATION INITIATIVE 10,000

SAVANNAH STATE UNIVERSITY

3219 COLLEGE STREET PO BOX 21743
SAVANNAH,GA31404 		  GOV KIRBO-CONYERS ENDOWED SCHOLARSHIP FUND 25,000

SCHOLARSHIP FOUNDATION OF SOUTHWEST GEORGIA

2500 EAST SHOTWELL STREET
BAINBRIDGE,GA39819 		  PC KIRBO SCHOLARS FUND 20,000

SECOND HARVEST OF SOUTH GEORGIA

1411 HARBIN CIRCLE
VALDOSTA,GA31601 		  PC PROVIDE FOOD TO THE ECONOMICALLY CHALLENGED 15,000

SENIORS ON A MISSION

PO BOX 10021
JACKSONVILLE,FL32247 		  PC VOLUNTEER PROGRAM FOR SENIORS AND MOBILE OUTREACH PROGRAM 10,000

SHEPHERD CENTER FD

2020 PEACHTREE RD NW
ATLANTA,GA303091465 		  PC RESEARCH AND ADVOCACY FOR PATIENTS WITH SPINAL CORD INJURY 15,000

SHORTER UNIVERSITY

315 SHORTER AVE NW
ROME,GA30165 		  PC STUDENT SCHOLARSHIP FUND 10,000

SOUTHERN SCHOLARSHIP FD

322 STADIUM DRIVE
TALLAHASSEE,FL32304 		  PC SCHOLARSHIPS TO COLLEGE STUDENTS IN FLORIDA 9,000

SPECIAL OLYMPICS FL

1915 DON WICKHAM DR
CLERMONT,FL34711 		  PC SPORTS TRAINING AND FREE HEALTH EXAMS TO YOUTH AND ADULTS WITH DISABILITIES 5,000

SPECIAL OLYMPICS GEORGIA

PO BOX 8206
BAINBRIDGE,GA398188206 		  PC PROVIDE SPORTS TO INDIVIDUALS WITH DISABILITIES 3,000

ST MARY'S EPISCOPAL CHURCH

1924 N LAURA ST
JACKSONVILLE,FL32206 		  PC PROVIDING CLOTHING AND MINISTRY TO THE NEEDY 10,000

STETSON UNIVERSITY

421 N WOODLAND BLVD UNIT 8286
DELAND,FL32723 		  PC KIRBO CHARITABLE FD SCHOLARSHIP FUND 10,000

STEWART COUNTY HISTORICAL COMMISSION

PO BOX 818
LUMPKIN,GA318150818 		  PC PRESERVATION OF HISTORIC BUILDINGS IN STEWART COUNTY, GEORGIA 10,000

SULZBACHER CENTER

611 E ADAMS ST
JACKSONVILLE,FL32202 		  PC SERVICES TO THE HOMELESS 15,000

SWEET OLIVE ANIMAL RESCUE

855 PARKVIEW RD
WINTERVILLE,GA30683 		  PC ANIMAL SHELTER SERVICES 5,000

THE FLORIDA THEATRE

128 EAST FORSYTH ST
JACKSONVILLE,FL32202 		  PC MAINTENANCE OF HISTORICAL PERFORMING ARTS VENUE 5,000

THE SALVATION ARMY

328 N OCEAN ST
JACKSONVILLE,FL32202 		  PC PROVIDE SERVICES TO VICTIMS OF NATURAL DISASTERS 15,000

THE SALVATION ARMY OF BAINBRIDGE GEORGIA

PO BOX 786
BAINBRIDGE,GA39818 		  PC PROVIDE THANKSGIVING DAY MEALS TO THE FOOD INSECURE IN BAINBRIDGE, GEORGIA 15,000

THEATRE JACKSONVILLE

2032 SAN MARCO BLVD
JACKSONVILLE,FL32207 		  PC PERFORMING ARTS EDUCATION FOR YOUTH 5,000

TRINITY RESCUE MISSION

622 WEST UNION ST
JACKSONVILLE,FL32202 		  PC SERVICES TO THE HOMELESS AND SUBSTANCE ADDICTED 5,000

UNITED WAY OF BAINBRIDGE-DECATUR COUNTY

PO BOX 1805
BAINBRIDGE,GA39818 		  PC COORDINATION OF COMMUNITY RESOURCES TO DECATUR COUNTY NONPROFITS 10,000

UNITED WAY OF NE FL

40 EAST ADAMS ST SUITE 200
JACKSONVILLE,FL32202 		  PC COORDINATION OF COMMUNITY RESOURCES TO NE FL 5,000

UNIVERSITY OF GEORGIA REACH GEORGIA FD

2082 EAST EXCHANGE PLACE
TUCKER,GA30084 		  PC SCHOLARSHIPS TO RECIPIENTS IN STEWART AND MITCHELL COUNTY 5,000

UNIVERSITY OF NORTH FL FOUNDATION

1 UNF DR ALUMNI HALL
JACKSONVILLE,FL322247699 		  PC BROOKS SCHOOL OF HEALTH CLINICAL MENTAL HEALTH COUNSELING PROGRAM 25,000

VALDOSTA ROTARY FOUNDATION

PO BOX 517
VALDOSTA,FL31603 		  PC DOLLY PARTON'S IMAGINATION LIBRARY PROGRAM-LOWNDES COUNTY 10,000

VISION IS PRICELESS

4615 PHILIPS HIGHWAY SUITE 100A
JACKSONVILLE,FL32207 		  PC VISION SCREENING FOR VULNERABLE YOUTH 5,000

VOLUNTEERS IN MEDICINE

3728 PHILIPS HIGHWAY SUITE 34
JACKSONVILLE,FL32207 		  PC FREE HEALTHCARE TO LOW INCOME INDIVIDUALS 10,000

WILDERNESS WORKS

644 MEMORIAL DR SE
ATLANTA,GA30312 		  PC PROVISION OF SUPPLEMENTAL EDUCATION THROUGH NATURE TO DISADVANTAGED YOUTH 10,000

WISH FOR OUR HEROES

PO BOX 915
PONTE VEDRA BEACH,FL32004 		  PC ASSISTING LOCAL NE FL MILITARY FAMILIES IN NEED 5,000

WOMEN'S CENTER OF JACKSONVILLE

5644 COLCORD AVE
JACKSONVILLE,FL322117017 		  PC SUPPORT SERVICES FOR SEXUALLY ASSAULTED WOMEN 10,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		  PC PROVIDE ASSISTANCE FOR HURRICANE RELIEF EFFORTS IN FL, GA, AND NC 5,000

YMCA OF THE GEORGIA SUNBELT

601 26TH AVENUE SE
MOULTRIE,GA31768 		  PC PROVIDING HEALTH AND COUNSELING SERVICES TO BAINBRIDGE, GA 100,000

YOUNG LIFE

PO BOX 8295
JACKSONVILLE,FL32239 		  PC CHRISTIAN MINISTRY TO LOCAL HIGH SCHOOL AND COLLEGE YOUTH 15,000

YOUTH CRISIS CENTER

3015 PARENTAL HOME RD
JACKSONVILLE,FL32216 		  PC PROVIDE PROGRAMS FOR VULNERABLE YOUTH AND THEIR FAMILIES 15,000
Total .................................right arrow 3a 1,976,000
bApproved for future payment

UNIVERSITY OF NORTH FLORIDA FOUNDATION
1 UNF DRIVE ALUMNI HALL
JACKSONVILLE,FL322247699 		  PC CLINICAL MENTAL HEALTH COUNSELING ASSISTSHIP 100,000

DOWNTOWN ECUMENICAL SERVICES COUNCIL
215 N OCEAN STREET
JACKSONVILLE,FL32202 		  PC RISING CAPITAL CAMPAIGN TO FUND A NEW BUILDING/FACILITY 50,000

MUSEUM OF SCIENCE AND HISTORY
1025 MUSEUM CIRCLE
JACKSONVILLE,FL32207 		  PC GENESIS CAPITAL CAMPAIGN TO FUND A NEW MUSEUM FACILITY 500,000
Total ................................. right arrow 3b 650,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 240,880  
4 Dividends and interest from securities ....     14 562,133  
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 .....     14 77  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,340,572  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,143,662 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,143,662
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 16,459 823 0 15,636

TY 2024 GeneralExplanationAttachment
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Identifier Return Reference Explanation
STATEMENT 13 FORM 990-PF, PAGE 10, PART XIV, LINE 2B THE FORM IN WHICH APPLICATIONS SHOULD BE SUBMITTED AND INFORMATION AND MATERIALS THEY SHOULD INCLUDE:1. NAME AND ADDRESS OF THE TAX-EXEMPT ORGANIZATION, WHICH WILL BE THE RECIPIENT OF THE GRANT OF FUNDS.2. WAS THE APPLICANT THE BENEFICIARY OF A CONTRIBUTION FROM MR. THOMAS M. KIRBO DURING HIS LIFETIME.3. STATE THE AMOUNT REQUESTED AND THE PURPOSE OF THE GRANT.4. THE POSITION OR RELATIONSHIP TO THE APPLICANT ORGANIZATION OF THE INDIVIDUAL SIGNING THE GRANT REQUEST.5. STATE WHETHER AID HAS BEEN SOUGHT AND GRANTED DURING THE PRECEDING THREE YEARS, AND THE CURRENT YEAR, FROM OTHER FOUNDATIONS OR SOURCES; AND IF SO, THE NAMES OF THE FOUNDATIONS AND AMOUNTS SOUGHT OR RECEIVED FROM EACH.6. A STATEMENT THAT THE REQUESTING ORGANIZATION WILL, UPON REQUEST OF THE THOMAS M. KIRBO AND IRENE B. KIRBO CHARITABLE FOUNDATION FURNISH A REPORT SHOWING HOW ANY FUNDS GRANTED WERE SPENT. SUCH GRANTS MUST MEET THE QUALIFICATIONS AND REQUIREMENTS AS SET FORTH IN SECTION 2055(A)(2) OF THE INTERNAL REVENUE CODE OF 1954.7. THE NAME AND BUSINESS AFFILIATIONS OF THE BOARD OF DIRECTORS OR THE TRUSTEES RESPONSIBLE FOR THE MANAGEMENT OF THE APPLYING ORGANIZATION.8. THE NAME AND QUALIFICATIONS OF THE PERSONS WHO WILL ADMINISTER THE GRANT, IF MADE.9. A STATEMENT THAT THE GRANT REQUIRES FIRST EXECUTED BY A PERSON AUTHORIZED TO SUBMIT THE SAME ON BEHALF OF THE REQUESTING ORGANIZATION, AND SUCH STATEMENT TO BE ATTACHED HERETO.10. THE FOLLOWING ATTACHMENTS ARE TO BE FORWARDED WITH THIS APPLICATION:A. A COPY OF THE MOST RECENT LETTER OF EXEMPTION FROM THE INTERNAL REVENUE SERVICE DEMONSTRATING THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE.B. A COPY OF THE FORM OR LETTER FROM THE INTERNAL REVENUE SERVICE CLASSIFYING AS NOT A PRIVATE FOUNDATION" UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. IF THIS IS NOT AVAILABLE, AN EXPLANATION SHOULD BE SUBMITTED AS TO THE STATUS OF THE APPLICANT.C. A STATEMENT BY YOU THAT YOUR ORGANIZATION'S TAX EXEMPTION UNDER IRC SECTION 501 (C) (3) AND YOUR STATUS UNDER SECTION 509 (A) HAD NOT BEEN REVOKED OR MODIFIED.D. THE LATEST BALANCE SHEET AND DETAILED INCOME STATEMENT (AS AUDITED BY YOUR ORGANIZATION'S CERTIFIED PUBLIC ACCOUNTANTS, IF SUCH AUDITS ARE MADE).GRANT REQUESTS, WHEN RECEIVED, WILL BE DISTRIBUTED TO THE TRUSTEES OF THE THOMAS M. KIRBO AND IRENE B. KIRBO CHARITABLE FOUNDATION FOR PROCESSION AND WILL NOT BE RETURNED TO THE APPLICANT.WHEN THE GRANT REQUEST HAS BEEN ACTED UPON BY THE TRUSTEES, SUCH ACTION IS FINAL UPON THE APPLICATION AS PRESENTED. IT NORMALLY WILL NOT BE CARRIED OVER FOR FUTURE CONSIDERATION AT LATER TRUSTEES' MEETINGS UNLESS SPECIFICALLY DESIGNATED FOR FUTURE INVESTIGATION OR DEFERRED BY THE TRUSTEES. THE APPLICANT IS NOT, HOWEVER, PRECLUDED FROM MAKING OTHER NEW GRANT REQUESTS IN THE FUTURE UNLESS THE FIELD OF A DENIAL REQUEST IS ONE WHICH THE TRUSTEES HAS LIMITED BY A POLICY DETERMINATION.

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 3.2% 11/21/29 64,932 64,932
AMGEN INC 3.35% 2/22/32 66,382 66,382
AT & T INC 4.35% 3/1/2029 73,361 73,361
BANK OF AMERICA CORP 3.5% 4/19/2026 68,887 68,887
BRISTOL-MYERS SQ 2.95% 3/15/32 65,065 65,065
BP CAP MARKETS AMERI 4.234% 11/06/28 58,799 58,799
BANK OF NY MELLON CO 3.250% 5/16/27 96,986 96,986
CVS HEALTH CORP 1.875% 2/28/2031 60,774 60,774
CVS HEALTH CORP 4.3% 3/25/28 19,362 19,362
DUKE ENERGY CORP 2.55% 6/15/2031 64,103 64,103
GLOBAL PAYMENTS INC 1.2% 3/1/2026 71,803 71,803
GOLDMAN SACHS GROUP 3.750% 2/25/26 49,439 49,439
JPMORGAN CHASE & CO 2.950% 10/01/26 68,200 68,200
MORGAN STANLEY 3.625% 1/20/27 63,746 63,746
NORTHROP GRUMMAN COR 4.400% 5/01/30 72,894 72,894
PRINCIPAL FINANCIAL 3.100% 11/15/26 58,297 58,297
PNC FINANCIAL SERVIC 3.150% 5/19/27 67,331 67,331
PROVIDENCE ST 2.532% 10/01/29 62,569 62,569
STARBUCKS CORP 3.500% 3/01/28 57,932 57,932
TORONTO DOMINION BANK 1.25% 9/10/2026 94,232 94,232
US BANCORP 3.900% 4/26/28 53,379 53,379
WESTPAC BANKING CORP 3.350% 3/08/27 53,645 53,645
ELEVANCE HEALTH 3.65% 12/01/27 62,934 62,934
NEXTERA ENERGY CAP 4.9% 2/28/28 60,112 60,112
WELLTOWER INC 3.1% 01/15/30 31,889 31,889
WELLS FARGO AND CO VAR 28 03/24/28 67,593 67,593
UNITED HEALTH GROUP 4.6% 04/15/27 37,989 37,989
TOTALENERGIES 3.4555 02/19/29 38,013 38,013
THE WALT DISNEY CO 2% 09/01/29 79,840 79,840
T-MOBILE USA INC 4.95% 03/15/28 29,993 29,993
SIMON PROPERTY G R 3.3% 01/15/26 59,169 59,169
ROYAL BANK OF CANADA 6% 11/01/27 72,233 72,233
PFIZER INVT ENTE 4.75% 05/19/33 77,401 77,401
O'REILLY AUTOMOTIVE 3.6% 09/01/27 38,810 38,810
MEDTRONIC GLOBAL 4.25% 03/30/28 78,952 78,952
MASTERCARD INC 4.85% 03/09/33 59,485 59,485
LOCKHEED MARTIN CORP 5.1% 11/15/27 55,758 55,758
LINCOLN NATL CRP 3.05% 01/15/30 31,468 31,468
ENERGY TRANSFER 4.95% 06/15/28 39,888 39,888
ENBRIDGE INC 4.25% 12/01/26 39,650 39,650
COMCAST CORP. 5.3% 06/01/34 78,908 78,908
CITIZENS FINANCIAL GRO VAR 07/23/32 74,156 74,156
CITIGROUP INC VAR 05/24/33 111,001 111,001
CARRIER GLOBAL CORP 2.7% 02/15/31 30,410 30,410
BLACKROCK FDG INC 5% 03/14/34 78,881 78,881
BANK OF NOVA SC 4.75% 02/02/26 85,043 85,043
ASTRAZENECA FIN 4.875% 03/03/28 75,325 75,325
AMERICAN TOWER CORP 3.375% 10/15/26 39,076 39,076
ALEXANDRIA REAL E 4.9% 12/15/30 39,378 39,378
AIR LEASE CORP 1.875% 08/15/26 38,142 38,142
DTE ELECTRIC CO 2.25% 03/01/30 80,430 80,430
DODGE & COX INCOME FUND 698,048 698,048

TY 2024 InvestmentsCorpStockSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Name of Stock End of Year Book Value End of Year Fair Market Value
AIA GROUP LTD-SP ADR 22,739 22,739
AMBEV SA-SPN ADR 13,087 13,087
ADYEN NV-UNSPON ADR 24,746 24,746
AIR LIQUIDE - ADR 18,931 18,931
ALCON INC 25,127 25,127
ALFA LAVAL AB-UNSPON ADR 27,617 27,617
ALLIANZ SE - UNSP ADR 67,188 67,188
ATLAS COPCO AB ADR 28,490 28,490
BANCO BILBAO VIZCAYA ARGENT- ADR 36,897 36,897
BROOKFIELD CORP F CLASS 62,161 62,161
COLOPLAST AS ADR 14,987 14,987
CHUGAI PHARMACEUTIC-UNSP ADR 50,355 50,355
CANADIAN NATL RR CO COM 15,125 15,125
DAIFUKU CO LTD 15,188 15,188
DASSAULT SYSTEMES S.A. - ADR 44,634 44,634
DBS GROUP HOLDINGS LIMITED - ADR 80,281 80,281
DISCO CORP ADR 20,937 20,937
EPIROC AB-UNSP ADR 22,742 22,742
FOMENTO ECONOMICO MEX-SP ADR 38,043 38,043
GRUPO FINANCIERO BANOR ADR 14,509 14,509
HDFC BANK LTD. - ADR 54,983 54,983
INFINEON TECHNOLOGIES AG - ADR 46,861 46,861
KOMATSU LIMITED - ADR 21,993 21,993
LINDE PLC 25,539 25,539
LOREAL - ADR 39,852 39,852
MERCADOLIBRE INC 27,208 27,208
NESTLE S.A. REGISTERED SHARES - ADR 33,824 33,824
NOVOZYMES A/S UNSPONS ADR 13,570 13,570
PERIMETER SOLUTIONS SA 4,869 4,869
PING AN INSURANCE-ADR 10,802 10,802
PT TELEKOMUNIKASI INDONESIA TB-ADR 17,700 17,700
ROYAL DUTCH SHELL PLC ADR 49,431 49,431
ROCHE HOLDINGS LTD - ADR 41,472 41,472
RIO TINTO PLC - ADR 24,759 24,759
SAP SE ADR 53,428 53,428
SCHNEIDER ELECTRIC SE - ADR 47,208 47,208
SHIONOGI & CO LTD-UNSPON ADR 15,096 15,096
SONOVA HOLDIN-UNSPON ADR 18,211 18,211
SYSMEX CORP-UNSPON ADR 36,359 36,359
SYMRISE AG ADR 21,154 21,154
TECHTRONIC INDS LTD ADR 17,387 17,387
TENCENT HOLDINGS LTD-UNS ADR 35,524 35,524
TAIWAN SEMICONDUCTOR MANUFACTU - ADR 69,714 69,714
UNI CHARM CORPORATION ADR 11,485 11,485
ZTO EXPRESS CAYMAN INC ADR 17,966 17,966
BANCFIRST CORP OK 36,209 36,209
CONAGRA BRANDS INC 60,412 60,412
CIGNA CORP 50,810 50,810
CISCO SYSTEMS INC 78,618 78,618
COGNIZANT TECH SOLUTIONS CRP COM 67,441 67,441
CORVEL CORP 90,788 90,788
CVS HEALTH CORPORATION 43,588 43,588
DUPONT DE NEMOURS INC 64,355 64,355
WALT DISNEY CO 76,609 76,609
HONEYWELL INTERNATIONAL INC 71,155 71,155
JOHNSON & JOHNSON 58,282 58,282
LCI INDUSTRIES 29,983 29,983
MERCK & CO INC NEW 55,211 55,211
NORTHROP GRUMMAN CORP 61,946 61,946
ORACLE CORPORATION 66,156 66,156
TRUIST FINANCIAL CORP 69,625 69,625
U.S. BANCORP 69,114 69,114
ARCH CAPITAL GROUP LTD 23,087 23,087
AUTODESK INC 14,187 14,187
ANSYS INC 6,747 6,747
BHP GROUP LTD 26,075 26,075
BROOKFIELD ASSET MANAGE-CL A 11,759 11,759
BROOKFIELD RENEWABLE COR-A 9,819 9,819
BROOKFIELD INFRASTRUCTURE-A 32,768 32,768
BROWN & BROWN INC 40,706 40,706
CBRE GROUP INC 30,722 30,722
CLEARWATER ANALYTICS HLDGS INC 37,620 37,620
COPART INC COM 58,021 58,021
COSTAR GROUP, INC 36,081 36,081
DOMINOS PIZZA INC 21,828 21,828
FASTENAL CO 13,447 13,447
FIDELITY NATL INFORMATION SVCS INC 63,566 63,566
LIBERTY FORMULA ONE GROUP A 6,219 6,219
LIBERTY FORMULA ONE GROUP SERIES C 17,513 17,513
HAIER SMART HOME CO LTD ADR 25,802 25,802
HYATT HOTELS CORP 11,460 11,460
HEICO CORP CL A 55,080 55,080
HOLOGIC INC 60,123 60,123
HILTON WORLDWIDE HOLDINGS IN 58,083 58,083
IDEXX CORP 8,269 8,269
GARTNER INC 28,099 28,099
KKR & CO INC -A 60,939 60,939
CARMAX INC 22,239 22,239
LANDSTAR SYS INC COM 67,197 67,197
LENNAR CORPORATION CLASS A COMMON 20,183 20,183
LIVE NATION ENT INC 30,174 30,174
MICROCHIP TECHNOLOGY INC COM 13,191 13,191
MOODYS CORP 8,521 8,521
MARKEL CORP 31,072 31,072
MARTIN MARIETTA MATLS INC COM 29,441 29,441
MSCI INC 25,200 25,200
VAIL RESORTS INC COM 10,310 10,310
O'REILLY AUTOMOTIVE INC 52,175 52,175
PROGRESSIVE CORP OHIO 12,939 12,939
ROPER TECHNOLOGIES INC 29,631 29,631
ROSS STORES INC 7,715 7,715
TRANSDIGM GROUP INC 60,829 60,829
TYLER TECHNOLOGIES INC 24,219 24,219
VULCAN MATERIALS COMPANY 43,729 43,729
VERISK ANALYTICS INC 8,538 8,538
VERISIGN INC COM 3,932 3,932
WIX.COM LTD 6,437 6,437
ARTISAN PARTNERS ASSET MANAGEM 39,391 39,391
ARES MANAGEMENT CORP 18,411 18,411
ASPEN TECHNOLOGY INC COM 31,953 31,953
BAXTER INTL INC 53,596 53,596
DONALDSON CO INC 18,387 18,387
DOVER CORP 69,037 69,037
EMCOR GROUP INC COM 81,702 81,702
ENN ENERGY HOLDINGS LTD 25,857 25,857
FACTSET RESH SYS INC COM 45,146 45,146
FIRST HAWAIIAN INC 48,682 48,682
GRACO INC 60,520 60,520
ACUSHNET HOLDINGS CORP 71,080 71,080
HENRY JACK & ASSOC INC COM 22,263 22,263
MANULIFE FINL 51,838 51,838
MANHATTAN ASSOCIATES, INC COM 49,454 49,454
MOELIS & CO 68,117 68,117
PRIMERICA INC 105,040 105,040
RLI CORP COM 39,230 39,230
RBC BEARINGS INC 55,939 55,939
RIGHTMOVE PLC-UNSP ADR 48,904 48,904
SHIMANO INC 11,266 11,266
SIMPSON MFG INC COM 103,644 103,644
TELEDYNE TECHNOLOGIES INC 70,548 70,548
TORO CO 76,175 76,175
TRAVELERS COMPANIES 66,245 66,245
VEEVA SYSTEMS INC CL A 21,866 21,866
VERALTO CORP 3,056 3,056
W R BERKLEY CORP 6,788 6,788
WASTE CONNECTIONS INC F 10,981 10,981
WATTS WATER TECHNOLOGIES INC 69,122 69,122
FTI CONSULTING INC COM 92,125 92,125
SONY GROUP CORP 45,706 45,706
HALEON PLC 49,188 49,188
GENMAB A/S 13,607 13,607
CREDICORP LTD 19,799 19,799
ASSA ABLOY AB 20,466 20,466
ALLSTATE CORP 65,934 65,934
AMETEK INC 8,652 8,652
ANALOG DEVICES INC 65,650 65,650
ARTHUR J GALLAGHER 13,341 13,341
BANK OF AMERICA CORP 63,640 63,640
CCC INTELLIGENT SOLUTION 11,742 11,742
CHEVRON CORP 66,047 66,047
DUKE ENERGY CORP 63,890 63,890
ELECTRONIC ARTS INC 68,615 68,615
ENTEGRIS INC 3,764 3,764
EXXON MOBIL 62,283 62,283
FAIR ISAAC INTL CORP 35,837 35,837
FLOOR & DECOR HOLDINGS CLASS A 3,689 3,689
GCI LIBERTY INC 31 31
GENUINE PARTS CO 58,263 58,263
HERSHEY CO 57,240 57,240
JACOBS SOLUTIONS INC. 64,405 64,405
KADANT INC 63,133 63,133
KFORCE INC 18,031 18,031
LOWES COMPANIES INC 62,687 62,687
NIKE INC CLASS B 58,039 58,039
PROCORE TECHNOLOGIES INC. 6,894 6,894
RYAN SPECIALTY GROUP HOLDINGS 3,529 3,529
UFP INDS INC. 50,918 50,918
WATERS CORP 9,645 9,645
SBA COMMUNICATIONS CORP 3,872 3,872
VANGUARD FTSE DEVELOPED ETF 957,787 957,787
OAKMARK INTERNATIONAL-INST #2886 1,135,588 1,135,588
ABERDEEN EMERG MARKETS-INST #5840 364,022 364,022
VANGUARD 500 INDEX FD- ADM #540 13,701,901 13,701,901
EDGEWOOD GROWTH INSTL #2131 3,163,346 3,163,346
ISHARES CORE S&P MIDCAP ETF 2,679,330 2,679,330
ISHARES S&P 500 VALUE ETF 1,791,981 1,791,981
PRINCIPAL PREFERRED SEC-R6 #8200 399,916 399,916

TY 2024 InvestmentsGovtObligationsSch
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
US Government Securities - End of Year Book Value:

3,234,573
US Government Securities - End of Year Fair Market Value:

3,234,573
State & Local Government Securities - End of Year Book Value:


1,597,773
State & Local Government Securities - End of Year Fair Market Value:


1,597,773


TY 2024 InvestmentsOtherSchedule2
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
STRATEGIC VALUE RESTRUCTURING LTD FMV 212,043 212,043
TIG ARBITRAGE ENHANCED LTD SER 2 FMV 527,908 527,908
MAGNITUDE INTERNATIONAL-A FMV 1,907,314 1,907,314
NORTH ROCK FUND LIMITED FMV 1,118,129 1,118,129
ROSE GROVE OFFSHORE FD I LTD FMV 603,872 603,872
SPF SECURITIZED PRODUCTS FUND LTD FMV 967,174 967,174
EQUITY RESIDENTIAL REIT FMV 61,139 61,139
ISHARES GLOBAL REIT ETF FMV 492,823 492,823
ABRDN BLMBRG ALL CM SG K 1 FR ETF FMV 268,146 268,146

TY 2024 OtherAssetsSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OFFICE EQUIPMENT 2,084 2,084 2,084
DIAMOND RING 12,500 12,500 12,500


TY 2024 OtherDecreasesSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Description Amount
BOOK TO TAX TIMING DIFFERENCE 3,844


TY 2024 OtherExpensesSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 1,430 71 0 1,359
MISCELLANEOUS EXPENSE 318 16 0 302
TELEPHONE 1,260 63 0 1,197


TY 2024 OtherIncomeSchedule2
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INCOME 77 77 0


TY 2024 OtherIncreasesSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Description Amount
UNREALIZED GAIN ON SECURITIES 3,450,737


TY 2024 OtherProfessionalFeesSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK TRUSTEE FEES 245,711 245,711 0 0


TY 2024 TaxesSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 20,000 0 0 0
FOREIGN TAX 14,601 14,601 0 0