Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
W AND H THOMAS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 653067
  Room/suite
City or town
DALLAS
State or province
TX
Country  
ZIP or foreign postal code
752653067
A Employer identification number

36-6917007
B Telephone number (see instructions)

8888663275
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$20,180,463J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 531,277 531,244  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 899,711
b Gross sales price for all assets on line 6a 6,400,789
7 Capital gain net income (from Part IV, line 2)... 899,711
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,430,988 1,430,955  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 266,137 199,603   66,534
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
998 0 0 998
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,675 1,005 0 670
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
30,822     30,822
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
27,108 1,788   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,328 1,328    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 328,068 203,724 0 99,024
25 Contributions, gifts, grants paid....... 1,847,000 1,847,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,175,068 203,724 0 1,946,024
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -744,080
b Net investment income (if negative, enter -0-) 1,227,231
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 850,614 727,719 727,719
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment
List of Attached Documents:
// Content
2,256,966 		2,258,753
b Investments—corporate stock (attach schedule)....... 12,483,426 Click to see attachment
List of Attached Documents:
// Content
4,765,096 		12,248,066
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
4,844,660 		4,869,289
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans............. 76,636 76,636 76,636
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,410,676 12,671,077 20,180,463
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 13,410,676 12,671,077
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 13,410,676 12,671,077
30 Total liabilities and net assets/fund balances (see instructions). 13,410,676 12,671,077
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
13,410,676
2
Enter amount from Part I, line 27a .....................
2
-744,080
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
6,604
4
Add lines 1, 2, and 3 ..........................
4
12,673,200
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2,123
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
12,671,077
Form 990-PF (2025)
Form 990-PF (2025)
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 100. HOME DEPOT INC   2010-07-26 2025-01-16
b 2565. ISHR MSCI EAFE INDEX FUND   2017-09-05 2025-01-16
c 435. ISHR MSCI EAFE INDEX FUND   2017-05-02 2025-01-16
d 490. STATE STREET SPDR S&P MIDCAP 4   2015-03-10 2025-01-16
e 200. ALPHABET INC SHS CL C   2011-06-24 2025-01-23
200. ALPHABET INC SHS CL A   2011-06-24 2025-01-23
70. META PLATFORMS INC CLASS A COMMON STOCK   2015-08-07 2025-01-23
250000. JPMORGAN CHASE & CO GLB   2022-05-12 2025-01-23
.6 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2025-01-31
1. BOOZ ALLEN HAMILTON HLDG CLASS A   2022-07-20 2025-02-27
9. BOOZ ALLEN HAMILTON HLDG CLASS A   2022-07-21 2025-02-27
4. BOOZ ALLEN HAMILTON HLDG CLASS A   2022-07-19 2025-02-27
6. LOCKHEED MARTIN CORPORATION   2014-12-11 2025-02-27
2. UNITEDHEALTH GROUP INC   2024-11-20 2025-02-27
1. UNITEDHEALTH GROUP INC   2024-07-30 2025-02-27
.62 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2025-02-28
3. LOCKHEED MARTIN CORPORATION   2014-12-11 2025-02-28
4. BROADCOM INC   2016-12-28 2025-03-11
4. WAL-MART STORES INCORPORATED   2025-02-27 2025-03-11
11. WAL-MART STORES INCORPORATED   2023-03-20 2025-03-11
500000. U.S. TREASURY BILL ZERO% MAR 13 2025   2024-09-11 2025-03-13
1. CHEVRONTEXACO CORP COM   2016-05-06 2025-03-25
13. CHEVRONTEXACO CORP COM   2016-05-05 2025-03-25
9. EOG RESOURCES INC   2020-12-08 2025-03-25
.55 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2025-03-31
9. GENUINE PARTS COMPANY   2023-06-27 2025-04-08
1. GENUINE PARTS COMPANY   2023-06-26 2025-04-08
2. MICROSOFT CORPORATION   2024-11-20 2025-04-08
1. MICROSOFT CORPORATION   2011-09-19 2025-04-08
8. PPG INDUSTRIES INC   2023-03-01 2025-04-08
5. PPG INDUSTRIES INC   2022-07-06 2025-04-08
7. PPG INDUSTRIES INC   2022-09-27 2025-04-08
2. GENUINE PARTS COMPANY   2023-06-26 2025-04-09
3. GENUINE PARTS COMPANY   2024-05-21 2025-04-09
5. PPG INDUSTRIES INC   2022-09-27 2025-04-09
2. ABBVIE INC SHS   2024-12-24 2025-04-22
5. ABBVIE INC SHS   2021-09-01 2025-04-22
10. COCA COLA CO COM   2024-08-27 2025-04-22
7. COCA COLA CO COM   2021-05-26 2025-04-22
12. MERCK AND CO INC SHS   2008-06-14 2025-04-22
4. VALERO ENERGY CORP - NEW   2024-10-08 2025-04-22
6. VALERO ENERGY CORP - NEW   2021-12-30 2025-04-22
250000. MORGAN STANLEY CLD GLB   2021-01-05 2025-04-28
.55 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2025-04-30
250000. SHELL INTERNATIONAL FIN COMPANY GUARNT GLB   2017-03-22 2025-05-11
50. UNITEDHEALTH GROUP INC   2020-05-08 2025-05-15
150. UNITEDHEALTH GROUP INC   2018-10-01 2025-05-15
8. GENERAL MILLS INC   2024-04-09 2025-05-21
11. GENERAL MILLS INC   2024-04-10 2025-05-21
6. TEXAS INSTRS INC   2011-11-18 2025-05-21
2. UNITEDHEALTH GROUP INC   2024-07-30 2025-05-21
2. UNITEDHEALTH GROUP INC   2024-11-05 2025-05-21
2. UNITEDHEALTH GROUP INC   2024-07-16 2025-05-21
1. UNITEDHEALTH GROUP INC   2024-06-27 2025-05-21
.53 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2025-05-31
1000. ISHARES RUSSELL 1000 GROWTH ETF   2024-12-03 2025-06-25
2. ABBVIE INC SHS   2021-09-01 2025-06-26
8. ABBVIE INC SHS   2021-10-27 2025-06-26
5. BECTON DICKINSON & COMPANY   2022-12-06 2025-06-26
2. BECTON DICKINSON & COMPANY   2021-05-26 2025-06-26
4. MARSH & MCLENNAN COS INC   2024-12-24 2025-06-26
1. MARSH & MCLENNAN COS INC   2012-10-12 2025-06-26
9. WAL-MART STORES INCORPORATED   2023-03-20 2025-06-26
2. BECTON DICKINSON & COMPANY   2021-05-26 2025-06-27
2. AUTOMATIC DATA PROCESSING INC   2024-11-20 2025-06-30
1. AUTOMATIC DATA PROCESSING INC   2024-12-24 2025-06-30
9. BROADCOM INC   2016-12-28 2025-06-30
.52 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2025-06-30
2. HOME DEPOT INC   2008-10-10 2025-06-30
2. TRANE TECHNOLOGIES PLC   2016-11-15 2025-06-30
250000. UNITEDHEALTH GROUP INC GLB   2017-03-23 2025-07-15
930. PROCTER & GAMBLE CO COM   2005-11-18 2025-07-21
1911. WAL-MART STORES INCORPORATED   2009-08-07 2025-07-21
174. WAL-MART STORES INCORPORATED   2009-07-09 2025-07-21
24. COMCAST CORP NEW CL A COM   2024-12-05 2025-07-29
11. COMCAST CORP NEW CL A COM   2024-12-18 2025-07-29
.48 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2025-07-31
250000. GOLDMAN SACHS GROUP CLD GLB   2024-07-18 2025-08-10
3. CISCO SYSTEMS INCORPORATED   2025-02-27 2025-08-13
21. CISCO SYSTEMS INCORPORATED   2013-03-07 2025-08-13
5. J P MORGAN CHASE & CO COM   2008-06-14 2025-08-13
6. LAM RESH CORP   2019-01-22 2025-08-13
4. ACCENTURE PLC SHS   2024-10-22 2025-08-13
1. ACCENTURE PLC SHS   2024-08-27 2025-08-13
1. ACCENTURE PLC SHS   2025-05-21 2025-08-13
3. ACCENTURE PLC SHS   2025-04-08 2025-08-13
200. EXXON MOBIL CORPORATION   2022-07-05 2025-08-21
10. EXXON MOBIL CORPORATION   2025-03-25 2025-08-26
2. EXXON MOBIL CORPORATION   2025-02-27 2025-08-26
6. GENERAL MILLS INC   2023-11-08 2025-08-26
23. GENERAL MILLS INC   2023-11-21 2025-08-26
9. GENERAL MILLS INC   2024-12-18 2025-08-26
2. HOME DEPOT INC   2008-10-10 2025-08-26
13. WAL-MART STORES INCORPORATED   2023-03-20 2025-08-26
.48 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2025-08-31
500000. U.S. TREASURY NOTE 5.000% AUG 31 2025   2023-08-29 2025-08-31
4431.016 BLACKSTONE ALT MULTI STRATEGY FUND CLASS Y   2017-05-03 2025-09-04
38574.749 BLACKSTONE ALT MULTI STRATEGY FUND CLASS Y   2015-11-12 2025-09-04
50. META PLATFORMS INC CLASS A COMMON STOCK   2015-08-07 2025-09-12
1000. ISHR MSCI EAFE INDEX FUND   2017-05-02 2025-09-12
10. EOG RESOURCES INC   2020-12-08 2025-09-23
4. HONEYWELL INTERNATIONAL INC   2024-07-16 2025-09-23
9. HONEYWELL INTERNATIONAL INC   2011-09-06 2025-09-23
15. WELLS FARGO COMPANY   2024-09-24 2025-09-23
4. WELLS FARGO COMPANY   2022-04-13 2025-09-23
.47 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2025-09-30
700. MERCK AND CO INC SHS   2008-06-14 2025-09-30
19. EOG RESOURCES INC   2020-12-08 2025-10-07
.48 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2025-10-31
500000. U.S. TREASURY NOTE 5.000% OCT 31 2025   2024-07-18 2025-10-31
34. BRISTOL MYERS SQUIBB CO COM   2024-12-05 2025-11-04
930. EMERSON ELEC CO   2012-08-03 2025-11-04
100. ISHARES RUSSELL 2000 ETF   2012-11-21 2025-11-04
8. BLACKSTONE INC   2022-12-22 2025-11-18
5. BROADCOM INC   2016-12-28 2025-11-18
3. MICROSOFT CORPORATION   2011-09-19 2025-11-18
5. SOLSTICE ADVANCED MATERIALS INC REGISTER   2011-09-06 2025-11-18
6. BLACKSTONE INC   2022-12-22 2025-11-19
2. NORTHROP CORPORATION   2024-12-24 2025-11-19
1. SOLSTICE ADVANCED MATERIALS INC REGISTER   2011-09-06 2025-11-19
.4 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2025-11-30
250000. U.S. TREASURY NOTE 4,875% NOV 30 2025   2024-03-19 2025-11-30
250000. COMCAST CORP COMPANY GUARNT GLB   2019-04-29 2025-12-12
250000. WESTPAC BANKING CORP GLB   2019-11-12 2025-12-12
250000. VISA INC GLB   2017-08-25 2025-12-14
4. MICROSOFT CORPORATION   2011-09-19 2025-12-17
4. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-04-09 2025-12-17
10. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-04-10 2025-12-17
1. ACCENTURE PLC SHS   2025-04-08 2025-12-17
4. ACCENTURE PLC SHS   2017-10-10 2025-12-17
250000. BP CAP MARKETS AMERI CLD COMP GUARNT SER * GLB   2021-12-09 2025-12-18
14. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-04-10 2025-12-18
10. ABBOTT LABORATORIES   2025-06-26 2025-12-30
2. ABBOTT LABORATORIES   2021-05-26 2025-12-30
1. ABBOTT LABORATORIES   2021-06-14 2025-12-30
6. LAM RESH CORP   2019-01-22 2025-12-30
7. MARSH & MCLENNAN COS INC   2012-10-12 2025-12-30
3. EATON CORP PLC   2025-03-25 2025-12-30
.29 GOVT NATL MTG ASSN POOL #780481 DTD 12-01-96   1997-06-10 2025-12-31
2. EATON CORP PLC   2025-03-25 2025-12-31
4. EATON CORP PLC   2025-03-26 2025-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 40,930   2,846 38,084
b 196,236   171,336 24,900
c 33,280   27,967 5,313
d 288,202   131,734 156,468
e 40,336   2,366 37,970
40,030   2,380 37,650
44,068   6,590 37,478
250,000   248,338 1,662
1   1  
111   93 18
998   836 162
444   371 73
2,677   1,139 1,538
939   1,187 -248
469   577 -108
1   1  
1,343   570 773
777   72 705
351   390 -39
966   516 450
488,438   488,438  
166   102 64
2,156   1,316 840
1,147   467 680
1   1  
959   1,485 -526
107   163 -56
718   828 -110
359   27 332
732   1,073 -341
458   588 -130
641   772 -131
211   326 -115
316   453 -137
461   552 -91
347   358 -11
867   545 322
736   714 22
515   384 131
941   411 530
448   550 -102
672   446 226
250,000   252,682 -2,682
1   1  
250,000   250,000  
13,505   14,360 -855
40,515   40,091 424
427   561 -134
587   767 -180
1,112   181 931
606   1,153 -547
606   1,134 -528
606   1,087 -481
303   486 -183
1   1  
415,124   403,693 11,431
373   218 155
1,494   869 625
847   1,221 -374
339   474 -135
863   855 8
216   34 182
866   422 444
341   474 -133
612   597 15
306   296 10
2,468   162 2,306
1   1  
733   39 694
873   117 756
250,000   250,000  
144,508   10,816 133,692
183,666   31,324 152,342
16,723   2,792 13,931
791   1,026 -235
363   426 -63
       
250,000   250,441 -441
212   195 17
1,485   460 1,025
1,448   196 1,252
640   84 556
982   1,489 -507
246   340 -94
246   318 -72
737   851 -114
21,750   17,204 4,546
1,105   1,167 -62
221   222 -1
295   392 -97
1,131   1,484 -353
443   577 -134
812   39 773
1,242   610 632
       
500,000   500,000  
49,849   47,313 2,536
433,966   400,000 33,966
37,784   4,707 33,077
92,996   64,294 28,702
1,162   518 644
837   872 -35
1,884   385 1,499
1,277   815 462
341   193 148
       
54,929   23,495 31,434
2,090   985 1,105
       
500,000   500,000  
1,562   2,003 -441
128,991   45,247 83,744
24,296   7,950 16,346
1,092   541 551
1,705   90 1,615
1,482   80 1,402
207   50 157
820   406 414
1,123   941 182
42   10 32
       
250,000   250,000  
245,698   234,180 11,518
247,928   250,346 -2,418
250,000   250,000  
1,904   107 1,797
319   268 51
798   663 135
276   284 -8
1,105   550 555
250,000   251,258 -1,258
1,130   929 201
1,254   1,333 -79
251   234 17
125   117 8
1,049   84 965
1,311   241 1,070
963   899 64
       
639   599 40
1,278   1,173 105
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       38,084
b       24,900
c       5,313
d       156,468
e       37,970
      37,650
      37,478
      1,662
       
      18
      162
      73
      1,538
      -248
      -108
       
      773
      705
      -39
      450
       
      64
      840
      680
       
      -526
      -56
      -110
      332
      -341
      -130
      -131
      -115
      -137
      -91
      -11
      322
      22
      131
      530
      -102
      226
      -2,682
       
       
      -855
      424
      -134
      -180
      931
      -547
      -528
      -481
      -183
       
      11,431
      155
      625
      -374
      -135
      8
      182
      444
      -133
      15
      10
      2,306
       
      694
      756
       
      133,692
      152,342
      13,931
      -235
      -63
       
      -441
      17
      1,025
      1,252
      556
      -507
      -94
      -72
      -114
      4,546
      -62
      -1
      -97
      -353
      -134
      773
      632
       
       
      2,536
      33,966
      33,077
      28,702
      644
      -35
      1,499
      462
      148
       
      31,434
      1,105
       
       
      -441
      83,744
      16,346
      551
      1,615
      1,402
      157
      414
      182
      32
       
       
      11,518
      -2,418
       
      1,797
      51
      135
      -8
      555
      -1,258
      201
      -79
      17
      8
      965
      1,070
      64
       
      40
      105
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 2 899,711
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 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 17,059
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 17,059
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 17,059
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 18,076
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,076
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,017
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,017 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
FL
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 653067DALLASTX ZIP+4752653067
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BANK OF AMERICA N A CO-TRUSTEE
1 		138,958    
PO BOX 653067
DALLAS,TX75265
MARILYN MOORE CO-TRUSTEE
1 		42,393    
13974 WIND FLOWER DR
WEST PALM BCH,FL33418
JIM ELAM CPA CO-TRUSTEE
1 		42,393    
600 CITRUS AVE
FOT PIERCE,FL34950
MARJORIE S BLANZ CO-TRUSTEE
1 		10,775    
6530 BOCA DEL MAR DR
BOCA RATON,FL33433
BARBARA HIDDE CO-TRUSTEE
1 		31,618    
5505 E County Road 750 S
Brownsburg,IN46112
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
18,765,712
b
Average of monthly cash balances.......................
1b
1,731,457
c
Fair market value of all other assets (see instructions)................
1c
76,636
d
Total (add lines 1a, 1b, and 1c).......................
1d
20,573,805
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
20,573,805
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
308,607
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,265,198
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,013,260
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,013,260
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
17,059
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,059
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
996,201
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
996,201
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
996,201
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, line 26, column (d) ..........
1a
1,946,024
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,946,024
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 996,201
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 519,670
b From 2021...... 510,765
c From 2022...... 280,013
d From 2023...... 380,425
e From 2024...... 710,569
f Total of lines 3a through e ........ 2,401,442
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,946,024
a Applied to 2024, 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 2025 distributable amount..... 996,201
e Remaining amount distributed out of corpus 949,823
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,351,265
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		519,670
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		2,831,595
10 Analysis of line 9:
a Excess from 2021 .... 510,765
b Excess from 2022 .... 280,013
c Excess from 2023 .... 380,425
d Excess from 2024 .... 710,569
e Excess from 2025 .... 949,823
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BANK OF AMERICA
C/O T SANGIO 150 NORTH COLLEGE ST
CHARLOTTE,NC28202
(980) 683-2362
tony.sangio@bofa.com
bThe form in which applications should be submitted and information and materials they should include:
ONLINE APPLICATION AT ://fdnweb.org/thoms SEE DETAILS ON WEBSITE
cAny submission deadlines:
SEE WEBSITE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE WEBSITE
Form 990-PF (2025)
Form 990-PF (2025)
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

UNITED AGAINST POVERTY

1400 27TH STREET
VERO BEACH,FL329600303 		N/A   UNRESTRICTED GENERAL 25,000

EDUCATION FOUNDATION OF MARTIN COUNTY

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

CLINICS CAN HELP INC

2560 WESTGATE AVENUE
W PALM BEACH,FL33409 		N/A   UNRESTRICTED GENERAL 10,000

BOYS & GIRLS CLUB OF PALM BEACH CITY

800 NORTHPOINT PKWY
W PALM BEACH,FL334072400 		N/A   UNRESTRICTED GENERAL 15,000

ELIZABETH H FAULK FOUNDATION

22455 BOCA RIO ROAD
BOCA RATON,FL334334708 		N/A   UNRESTRICTED GENERAL 10,000

FLORIDA WILDLIFE HOSPITAL AND SANCTUARY

4560 N US HIGHWAY 1
MELBOURNE,FL329357202 		N/A   UNRESTRICTED GENERAL 10,000

BELLA'S ANGELS INC

13860 WELLINGTON TRACE
WELLINGTON,FL334148591 		N/A   UNRESTRICTED GENERAL 5,000

COMMUNITY HEALTH CTR OF WEST PALM BEACH

5205 GREENWOOD AVENUE
W PALM BEACH,FL334072400 		N/A   UNRESTRICTED GENERAL 10,000

MARY'S SHELTER OF THE TREASURE COAST

1033 E 14TH STREET
STUART,FL34996 		N/A   UNRESTRICTED GENERAL 25,000

ST LUCIE COUNTY HEALTH ACCESS NETWORK

3855 S US HIGHWAY 1
FORT PIERCE,FL349826951 		N/A   UNRESTRICTED GENERAL 25,000

LIFEBUILDERS OF THE TREASURE COAST

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

CANINE ASSISTED THERAPY

1040 NE 45TH STREET
OAKLAND PARK,FL33334 		N/A   UNRESTRICTED GENERAL 25,000

GRACE WAY VILLAGE INC

1780 HARTMAN ROAD
FORT PIERCE,FL34947 		N/A   UNRESTRICTED GENERAL 40,000

HACER MINISTRY

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

PATIENT AIRLIFT SERVICES (PALS SKYHOPE)

7110 REPUBLIC AIRPORT
FARMINGDALE,NY117353954 		N/A   UNRESTRICTED GENERAL 15,000

MEALS ON WHEELS OF THE PALM BEACHES

333 SOUTHERN BLVD
W PALM BEACH,FL334052654 		N/A   UNRESTRICTED GENERAL 15,000

PATHWAYS TO PROSPERITY

970 N SEACREST BLVD
BOYNTON BEACH,FL33435 		N/A   UNRESTRICTED GENERAL 10,000

PROJECT LIFT

1330 SW 34 STREET
PALM CITY,FL34990 		N/A   UNRESTRICTED GENERAL 20,000

BOCA HELPING HANDS INC

1500 NORTHWEST FIRST CT
BOCA RATON,FL33432 		N/A   UNRESTRICTED GENERAL 25,000

JAMES WHITCOMB RILEY MEMORIAL

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

ROOTS AND WINGS INC

513 SEASAGE DRIVE
DELRAY BEACH,FL334836619 		N/A   UNRESTRICTED GENERAL 5,000

PAWS 4 LIBERTY

8939 PALOMINO DRIVE
LAKE WORTH,FL33467 		N/A   UNRESTRICTED GENERAL 20,000

CENTER FOR TRAUMA COUNSELING INC

6801 LAKE WORTH ROAD
GREENACRES,FL33467 		N/A   UNRESTRICTED GENERAL 10,000

WILL S WAY - DIABETES WILL'S WAY

275 MEDICAL DRIVE
CARMEL,IN46082 		N/A   UNRESTRICTED GENERAL 20,000

COUNCIL ON AGING OF MARTIN COUNTY

900 SE SALERNO ROAD
STUART,FL34997 		N/A   UNRESTRICTED GENERAL 80,000

FLORIDA OUTREACH CENTER FOR THE BLIND

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

ADFAC - AID TO DISTRESSED FAMILIES

PO BOX 5953
OAK RIDGE,TN378305953 		N/A   UNRESTRICTED GENERAL 20,000

CHILDREN'S HOME SOCIETY OF FLORIDA

5768 S SEMORAN BLVD
ORLANDO,FL32822 		N/A   UNRESTRICTED GENERAL 10,000

HUMANE SOCIETY OF ST LUCIE COUNTY

8890 GLADES CUT OFF ROAD
PORT ST LUCKIE,FL34986 		N/A   UNRESTRICTED GENERAL 5,000

HELPING PEOPLE SUCCEED

1601 NE BRAILLE PLACE
JENSEN BEACH,FL34957 		N/A   UNRESTRICTED GENERAL 50,000

FLORIDA OCEANOGRAPHIC SOCIETY

890 NE OCEAN BLVD
STUART,FL34996 		N/A   UNRESTRICTED GENERAL 15,000

COMMUNITY CHILD CARE CENTER

555 NW 4TH STREET
DELRAY BEACH,FL334442734 		N/A   UNRESTRICTED GENERAL 20,000

FULLER CHILD DEVELOPMENT CENTER

200 NE FOURTEENTH STREET
BOCA RATON,FL33432 		N/A   UNRESTRICTED GENERAL 20,000

COUNCIL ON AGING OF ST LUCIE

2501 SW BAYSHORE BLVD
PORT ST LUCIE,FL349845008 		N/A   UNRESTRICTED GENERAL 30,000

SENIOR RESOURCE ASSOCIATION INC

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

INSIGHT FOR THE BLIND

1401 NE 4TH AVENUE
FORT LAUDERDALE,FL333041033 		N/A   UNRESTRICTED GENERAL 10,000

ARC OF THE GLADES

4250 NW 16TH STREET
BELLE GLADE,FL33430 		N/A   UNRESTRICTED GENERAL 15,000

SAFESPACE

632 SE MONTEREY ROAD
STUART,FL34994 		N/A   UNRESTRICTED GENERAL 35,000

LIGHTHOUSE CENTRAL FLORIDA

215 ENEW HAMPSHIRE STREET
ORLANDO,FL32804 		N/A   UNRESTRICTED GENERAL 15,000

JESUS HOUSE OF HOPE

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

ALZHEIMER-PARKINSON ASSN OF IRC

2300 5TH AVENUE
VERO BEACH,FL32960 		N/A   UNRESTRICTED GENERAL 25,000

LOGGERHEAD MARINELIFE CENTER

14200 US HIGHWAY ONE
JUNO BEACH,FL33409 		N/A   UNRESTRICTED GENERAL 10,000

ADOPT-A-FAMILY OF THE PALM BEACHES

1712 2ND N AVENUE
LAKE WORTH,FL334600000 		N/A   UNRESTRICTED GENERAL 15,000

MAKE-A-WISH FOUNDATION OF SOUTHERN FL

4491 S STATE ROAD 7
FORT LAUDERDALE,FL33314 		N/A   UNRESTRICTED GENERAL 20,000

HIBISCUS CHILDREN'S CENTER

4001 NE SAVANNAH ROAD
JENSEN BEACH,FL349573805 		N/A   UNRESTRICTED GENERAL 15,000

HEALTHY MOTHERS HEALTHY BABIES

842 N MILITARY TRAIL
W PALM BEACH,FL33415 		N/A   UNRESTRICTED GENERAL 15,000

BIG BROTHERS BIG SISTERS PALM & MARTIN

1700 KIRK ROAD
W PALM BEACH,FL334065826 		N/A   UNRESTRICTED GENERAL 20,000

HABITAT FOR HUMANITY PALM BEACH

6758 N MILITARY TRAIL
W PALM BEACH,FL334072400 		N/A   UNRESTRICTED GENERAL 20,000

LIGHTHOUSE FOR THE BLIND

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

LEGAL AID SOCIETY OF PALM BEACH CNTY

423 FERN STREET
W PALM BEACH,FL33401 		N/A   UNRESTRICTED GENERAL 25,000

UNITED WAY OF ST LUCIE & OKEECHOBEE

4800 SOUTH US 1
FORT PIERCE,FL34982 		N/A   UNRESTRICTED GENERAL 5,000

4KIDS OF SOUTH FLORIDA INC

2717 W CYPRESS CREEK ROAD
FT LAUDERDALE,FL333091703 		N/A   UNRESTRICTED GENERAL 10,000

TREASURE COAST BUILDERS

585 NW LAKE WHITNEY PL
PORT ST LUCIE,FL349861626 		N/A   UNRESTRICTED GENERAL 12,000

MUSTARD SEED MINISTRIES

3130 S US HWY 1
FORT PIERCE,FL349826304 		N/A   UNRESTRICTED GENERAL 60,000

TREASURE COAST FOOD BANK

401 ANGLE ROAD
FORT PIERCE,FL34947 		N/A   UNRESTRICTED GENERAL 150,000

BOYS & GIRLS CLUB OF MARTIN COUNTY

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

VITA NOVA INC

2724 N AUSTRALIAN AVENUE
W PALM BEACH,FL334072400 		N/A   UNRESTRICTED GENERAL 15,000

MARTIN COUNTY HEALTHY START

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

MOLLY'S HOUSE

430 SE OSCEOLA STREET
STUART,FL34994 		N/A   UNRESTRICTED GENERAL 50,000

FAITH-HOPE-LOVE-CHARITIES INC

3175 S CONGRESS AVENUE 130
PALM SPRINGS,FL33461 		N/A   UNRESTRICTED GENERAL 10,000

BOYS & GIRLS CLUB OF ST LUCIE COUNTY

3104 AVENUE J
FORT PIERCE,FL34947 		N/A   UNRESTRICTED GENERAL 225,000

TYKES & TEENS INC

900 SE OCEAN BLVD
STUART,FL349942471 		N/A   UNRESTRICTED GENERAL 50,000

GRANDMA'S PLACE

184 SPARROW DRIVE
ROYAL PALM BEACH,FL33470 		N/A   UNRESTRICTED GENERAL 10,000

QUANTUM HOUSE

901 45TH STREET
W PALM BEACH,FL334072400 		N/A   UNRESTRICTED GENERAL 20,000

LITTLE LIGHTS DENTISTRY

1300 SE 10TH STREET
STUART,FL349964110 		N/A   UNRESTRICTED GENERAL 60,000

BOYNTON BEACH FAITH BASED ELDER CARE

1600 N FEDERAL HWY
BOYNTON BEACH,FL33435 		N/A   UNRESTRICTED GENERAL 15,000

VOLUNTEERS IN MEDICINE CLINIC INC

417 BALBOA AVENUE
STUART,FL34994 		N/A   UNRESTRICTED GENERAL 30,000

LOVE AND HOPE IN ACTION

1760 SE SALERNO ROAD
STUART,FL34997 		N/A   UNRESTRICTED GENERAL 10,000

GENESIS COMMUNITY HEALTH

639 E OCEAN AVENUE
BOYNTON BEACH,FL334355017 		N/A   UNRESTRICTED GENERAL 10,000

SWEET DREAM MAKERS

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

FEED THE HUNGRY PANTRY OF PALM BEACH CTY

8306 155TH STREET
PALM BEACH GARDENS,FL33418 		N/A   UNRESTRICTED GENERAL 50,000

OVP HEALTH CARE INC

6276 COUNTY ROAD
PROCTORVILLE,OH456698867 		N/A   UNRESTRICTED GENERAL 10,000

SOCIETY OF ST VINCE

PO BOX 589
PALM CITY,FL349910589 		N/A   UNRESTRICTED GENERAL 10,000
Total ................................. 3a 1,847,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 531,277  
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 ............ 		    18 899,711  
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) ..   1,430,988  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,430,988
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,675 1,005   670

TY 2025 GeneralExplanationAttachment
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
Identifier Return Reference Explanation
FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

TY 2025 InvestmentsCorpBondsSchedule
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
Name of Bond End of Year Book Value End of Year Fair Market Value
06406RAB3 BANK OF NY MELLON CO 250,288 248,788
20825CAF1 CONOCOPHILLIPS COMPA 259,706 271,338
377372AN7 GLAXOSMITHKLINE CAPI 250,118 250,198
459200KX8 IBM CORP GLB 352,909 353,469
46647PAF3 JPMORGAN CHASE & CO 250,166 248,590
540424AS7 LOEWS CORP GLB 250,413 249,830
637432PA7 NATIONAL RURAL UTIL 264,964 268,060
718172BT5 PHILIP MORRIS INTL I 251,220 249,543
718172CB3 PHILIP MORRIS INTL I 246,635 247,328
828807CW5 SIMON PROPERTY GROUP 248,575 249,945
89236TKL8 TOYOTA MOTOR CREDIT 254,298 257,473
949746RW3 WELLS FARGO & COMPAN 246,948 249,310
17325FBL1 CITIBANK NA - 351,921 352,520
38141GA46 GOLDMAN SACHS GROUP 259,949 265,123
38141GC77 GOLDMAN SACHS GROUP 352,904 353,997
61747YFP5 MORGAN STANLEY SER M 253,310 254,923
808513CK9 CHARLES SCHWAB CORP 249,123 249,628
36225ARA0 GNM P780481X 07% 1 1
05565QDM7 BP CAPITAL MARKETS P 251,212 249,225

TY 2025 InvestmentsCorpStockSchedule
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
Name of Stock End of Year Book Value End of Year Fair Market Value
PLEASE SEE ATTACHED SCHEDULE    
464287465 ISHARES MSCI EAFE 385,721 576,180
464287499 ISHARES RUSSELL MIDC 321,365 481,350
464287598 ISHARES RUSSELL 1000 557,492 736,190
464287614 ISHARES RUSSELL 1000 223,010 769,113
464287655 ISHARES TR RUSSELL 2 175,714 713,864
464288448 ISHARES INTL SELECT 340,447 394,500
78467Y107 SPDR S&P MIDCAP 400 137,469 603,280
166764100 CHEVRON CORP 86,022 91,446
30231G102 EXXON MOBIL CORP 68,816 96,272
023135106 AMAZON COM INC COM 180,854 392,394
437076102 HOME DEPOT INC 19,919 240,870
478160104 JOHNSON AND JOHNSON 41,049 145,072
09290D101 BLACKROCK INC REG SH 34,725 214,068
38141G104 GOLDMAN SACHS GROUP 33,484 263,700
46625H100 JPMORGAN CHASE & CO 26,668 257,776
92826C839 VISA INC CL A SHRS 48,134 210,426
037833100 APPLE INC 7,945 897,138
594918104 MICROSOFT CORP 51,627 889,861
67066G104 NVIDIA 582,739 1,119,000
02079K107 ALPHABET INC SHS 16,562 439,320
02079K305 ALPHABET INC SHS 16,661 438,200
30303M102 META PLATFORMS INC C 70,606 495,068
00203H446 AQR LONG SHORT EQUIT 600,000 664,489
64128R608 NEUBERGER BERMAN LON 500,000 617,691
166764100 CHEVRON CORP 6,398 8,687
20825C104 CONOCOPHILLIPS 4,617 5,242
30231G102 EXXON MOBIL CORP 6,250 11,914
91913Y100 VALERO ENERGY CORP N 1,857 4,070
G54950103 LINDE PLC NEW 3,519 5,543
053611109 AVERY DENNISON CORP 2,032 2,728
695156109 PACKAGING CORP AMERI 1,639 2,681
G29183103 EATON CORP PLC 1,773 1,911
G8994E103 TRANE TECHNOLOGIES P 700 4,670
053015103 AUTOMATIC DATA PROC 2,013 5,145
126408103 CSX CORP 3,320 3,698
231021106 CUMMINS INC 1,442 4,594
291011104 EMERSON ELEC CO 2,501 2,522
369550108 GENL DYNAMICS CORP 5,241 6,733
438516106 HONEYWELL INTL INC D 967 4,682
452308109 ILLINOIS TOOL WORKS 4,437 4,433
666807102 NORTHROP GRUMMAN COR 3,450 5,702
701094104 PARKER HANNIFIN CORP 482 10,548
907818108 UNION PACIFIC CORP 2,698 5,783
94106L109 WASTE MANAGEMENT INC 1,660 5,273
278642103 EBAY INC 2,094 3,397
437076102 HOME DEPOT INC 445 7,914
580135101 MCDONALDS CORP 2,312 7,946
872540109 TJX COS INC NEW 3,812 5,991
02209S103 ALTRIA GROUP INC 5,737 5,593
191216100 COCA COLA COM 4,894 6,152
609207105 MONDELEZ INTERNATION 4,076 4,360
713448108 PEPSICO INC 1,913 2,870
718172109 PHILIP MORRIS INTL I 1,943 1,925
742718109 PROCTER & GAMBLE CO 6,057 10,462
931142103 WALMART INC 3,031 12,701
G5960L103 MEDTRONIC PLC SHS 4,569 5,475
002824100 ABBOTT LABS 4,591 6,265
00287Y109 ABBVIE INC SHS 4,090 8,683
046353108 ASTRAZENECA PLC SPND 3,900 4,137
110122108 BRISTOL-MYERS SQUIBB 3,462 3,452
235851102 DANAHER CORP DEL 2,481 2,747
375558103 GILEAD SCIENCES INC 4,877 5,401
478160104 JOHNSON AND JOHNSON 7,809 18,419
58933Y105 MERCK AND CO INC SHS 2,901 5,895
91324P102 UNITEDHEALTH GROUP I 3,383 5,942
H1467J104 CHUBB LTD 4,046 10,612
025816109 AMER EXPRESS COMPANY 3,766 4,069
064058100 BANK NEW YORK MELLON 4,570 9,984
09290D101 BLACKROCK INC REG SH 941 6,422
12572Q105 CME GROUP INC 1,215 6,827
46625H100 JPMORGAN CHASE & CO 3,339 27,389
571748102 MARSH & MCLENNAN COS 859 4,638
617446448 MORGAN STANLEY 4,986 9,587
693475105 PNC FINCL SERVICES G 3,311 10,019
92826C839 VISA INC CL A SHRS 4,642 6,663
949746101 WELLS FARGO & CO 6,520 13,514
G1151C101 ACCENTURE PLC SHS 1,782 3,488
G87052109 TE CONNECTIVITY PLC 3,826 5,688
032654105 ANALOG DEVICES INC 5,356 10,848
11135F101 BROADCOM INC 523 10,037
17275R102 CISCO SYSTEMS INC 2,937 10,322
459200101 INTL BUSINESS MACHIN 4,013 10,071
482480100 KLA CORP 840 10,936
512807306 LAM RESH CORP 558 6,847
594918104 MICROSOFT CORP 642 12,574
747525103 QUALCOMM INC 2,182 2,224
79466L302 SALESFORCE INC 3,390 3,444
882508104 TEXAS INSTRUMENTS 392 2,255
00206R102 AT&T INC 5,024 8,123
02079K305 ALPHABET INC SHS 6,335 10,955
20030N101 COMCAST CORP NEW CL 5,494 6,426
254687106 DISNEY (WALT) CO COM 7,346 7,850
023608102 AMEREN CORP 1,651 2,896
025537101 AMN ELEC POWER CO 1,308 3,805
125896100 CMS ENERGY CORP 477 1,818
233331107 DTE ENERGY COMPANY 771 1,419
29364G103 ENTERGY CORP NEW 3,597 5,916
65339F101 NEXTERA ENERGY INC S 964 2,890
842587107 SOUTHERN COMPANY 4,236 5,319
92939U106 WEC ENERGY GROUP INC 855 2,637

TY 2025 InvestmentsGovtObligationsSch
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
US Government Securities - End of Year Book Value:

2,256,966
US Government Securities - End of Year Fair Market Value:

2,258,753
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 LegalFeesSchedule
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - CHARITABLE 998     998


TY 2025 OtherDecreasesSchedule
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
Description Amount
COST ADJUSTMENT 13
SALES ADJ 144
CARRYING VALUE 1,938
FOUND UPDATE 28


TY 2025 OtherExpensesSchedule
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 1,328 1,328   0


TY 2025 OtherIncreasesSchedule
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
Description Amount
INCOME ADJUSTMENT 1,106
ACCRUED INTEREST ADJUSTMENT 5,498


TY 2025 OtherProfessionalFeesSchedule
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANTMAKING FEES 30,822     30,822


TY 2025 TaxesSchedule
Name:
W AND H THOMAS CHARITABLE TRUST
EIN:
36-6917007
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - PRIOR YEAR 7,244 0   0
FEDERAL ESTIMATES - PRINCIPAL 18,076 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,756 1,756   0
FOREIGN TAXES ON NONQUALIFIED 32 32   0