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
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
JACKSONVILLE
State or province
FL
Country  
ZIP or foreign postal code
32205
A Employer identification number

59-6197946
B Telephone number (see instructions)

9043840440
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)$50,035,060
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 272,400 272,400  
4 Dividends and interest from securities... 613,576 600,389  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,985,605
b Gross sales price for all assets on line 6a 9,267,960
7 Capital gain net income (from Part IV, line 2)... 1,985,605
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)....... 849 849 0
12 Total. Add lines 1 through 11........ 2,872,430 2,859,243 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 103,911 5,196 0 98,715
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 17,226 861 0 16,365
c Other professional fees (attach schedule).... 252,432 252,432 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 55,349 15,818 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)....... 3,170 159 0 3,011
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 441,688 274,946 0 127,211
25 Contributions, gifts, grants paid....... 2,041,000 2,041,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,482,688 274,946 0 2,168,211
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 389,742
b Net investment income (if negative, enter -0-) 2,584,297
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......... 1,548,165 1,044,394 1,044,394
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 4,832,346 Click to see attachment
List of Attached Documents:
// Content
4,837,037
4,837,037
b Investments—corporate stock (attach schedule)....... 30,584,944 Click to see attachment
List of Attached Documents:
// Content
33,867,361
33,867,361
c Investments—corporate bonds (attach schedule)....... 3,802,093 Click to see attachment
List of Attached Documents:
// Content
4,093,324
4,093,324
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,158,548 Click to see attachment
List of Attached Documents:
// Content
6,178,360
6,178,360
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) 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) 46,940,680 50,035,060 50,035,060
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 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........ 46,940,680 50,035,060
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)..... 46,940,680 50,035,060
30 Total liabilities and net assets/fund balances (see instructions). 46,940,680 50,035,060
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
46,940,680
2
Enter amount from Part I, line 27a .....................
2
389,742
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2,709,380
4
Add lines 1, 2, and 3 ..........................
4
50,039,802
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
4,742
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
50,035,060
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 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 9,745     9,745
b 9,258,215   7,282,355 1,975,860
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       9,745
b       1,975,860
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 1,985,605
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 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 35,922
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 35,922
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 35,922
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 39,250
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 39,250
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 3,328
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax3,328 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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
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 addressN/A
14
The books are in care ofMARTHA JENKS SAWYER Telephone no. (904) 384-0440

Located at2720 PARK STREET SUITE 211JACKSONVILLEFL ZIP+432205
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
CHARLES H KIRBO JR TRUSTEE
10.00
20,000 0 0
C/O 2720 PARK STREET SUITE 211
JACKSONVILLE,FL32205
MARTHA J SAWYER TRUSTEE
25.00
43,911 0 0
C/O 2720 PARK STREET SUITE 211
JACKSONVILLE,FL32205
BETSY ANNE KIRBO TRUSTEE
10.00
20,000 0 0
C/O 2720 PARK STREET SUITE 211
JACKSONVILLE,FL32205
THOMAS M JENKS TRUSTEE
10.00
20,000 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................... 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.........................0
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
47,050,836
b
Average of monthly cash balances.......................
1b
1,245,148
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
48,295,984
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
48,295,984
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
724,440
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
47,571,544
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,378,577
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
2,378,577
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
35,922
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
35,922
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,342,655
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,342,655
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
2,342,655
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
2,168,211
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
2,168,211
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 2,342,655
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...... 464,546
b From 2021......  
c From 2022......  
d From 2023...... 3,661
e From 2024......  
f Total of lines 3a through e ........ 468,207
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,168,211
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..... 2,168,211
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 174,444 174,444
(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 5 293,763
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) ...
290,102
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
3,661
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 3,661
d Excess from 2024 ....  
e Excess from 2025 ....  
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:
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 (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

2ND MILE MINISTRIES

1650 MARGARET ST SUITE 302 339
JACKSONVILLE,FL32204
    LEADERSHIP DEVELOPMENT PATHWAY PROGRAM FOR AT RISK YOUTH 7,000

ABRAHAM BALDWIN AGRICULTURAL COLLEGE FOUNDATION

ABAC 13 2802 MOORE HWY
TIFTON,GA31793
    SCHOLARSHIPS 45,000

AGING TRUE

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

ALZHEIMER'S ASSN

POST OFFICE BOX 14
TIFTON,GA31794
    WALK TO END ALZHEIMER'S BAINBRIDGE GA 3,000

AMANI WOMEN CENTER

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

AMERICAN RED CROSS OF NE FL

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

ANDREW COLLEGE

501 COLLEGE STREET
CUTHBERT,GA398405550
    ANNUAL FUND FOR SCHOLARSHIPS 10,000

ANGELWOOD

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

ARC JACKSONVILLE

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

ASCENSION ST VINCENTS FOUNDATION

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

ASSN OF FUNDRAISING PROFESSIONALS

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

ATLANTA COMMUNITY FOOD BANK

3400 NORTH DESERT DRIVE
ATLANTA,GA30344
    SUPPORT FAMILIES WITH FOOD INSECURITY 10,000

ATLANTA HUMANE SOCIETY

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

ATLANTA MISSION

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

ATLANTA MUSIC PROJECT

883 DILL AVENUE SW
ATLANTA,GA30310
    SUPPORT OF EDUCATION OF YOUNG MUSICIANS IN UNDERSERVED COMMUNITIES 15,000

ATLANTA RONALD MCDONALD CHARITIES INC

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

BAINBRIDGE MEMORIAL HEALTH FOUNDATION

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

BAINBRIDGE-DECATUR COUNTY HUMANE SOCIETY

1250 COX AVENUE
BAINBRIDGE,GA32239
    PROVISION OF ANIMAL SHELTER SERVICES 5,000

BAPTIST HEALTH FOUNDATION

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

BASCA INC

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

BEACHES COUNCIL ON AGING

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

BEAM

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

BENJAMIN FRANKLIN ACADEMY

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

BIG BROTHERS BIG SISTERS OF NE FL

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

BOOKS FOR KEEPS

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

BOYS AND GIRLS CLUBS OF MITCHELL COUNTY

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

BOYS AND GIRLS CLUBS OF NE FLORIDA

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

CATHEDRAL ARTS PROJECT

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

CHILDREN'S HOME SOCIETY OF FLORIDA

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

CHRISTIAN CITY

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

CITY RESCUE MISSION

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

CLARA WHITE MISSION

613 WEST ASHLEY ST
JACKSONVILLE,FL32202
    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
    EDUCATION OF DEAF AND HEARING IMPAIRED CHILDREN 5,000

COMMUNITIES IN SCHOOLS

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

COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY

1147 6TH AVENUE
COLUMBUS,GA31901
    PARKS MEMORIAL LIBRARY IN STEWART COUNTY GEORGIA 15,000

COMMUNITY HOSPICE & PALLIATIVE CARE FD

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

COMMUNITY NUTCRACKER

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

CUMMER MUSEUM OF ART

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

DANIEL FOUNDATION INC

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

DECATUR COUNTY FAMILY CONNECTION

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

DECATUR COUNTY SCHOOLS FOUNDATION

PO BOX 1070
BAINBRIDGE,GA39818
    PROVIDE ADDITIONAL CULTURAL OPPORTUNITIES FOR YOUTH 2,000

DECATUR COUNTY-GILBERT H GRAGG LIBRARY FD

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

DEPAUL SCHOOL OF NE FL

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

DOWN SYNDROME OF JACKSONVILLE

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

DOWNTOWN ECUMENICAL SERVICES

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

DOWNTOWN ECUMENICAL SERVICES - RISE CAPITAL CAMPAIGN

215 N OCEAN ST
JACKSONVILLE,FL32202
    NEW FACILITY TO PROVIDE FOOD, CLOTHING AND FINANCIAL ASSISTANCE TO THE POOR 25,000

DREAMS COME TRUE

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

EAST TENNESSEE STATE UNIVERSITY FD

PO BOX 70734
JOHNSON CITY,TN376141710
    AUDIOLOGY SCHOLARSHIP ENDOWMENT 20,000

ECKERD COLLEGE

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

EPISCOPAL CHURCH OF THE GOOD SHEPHERD

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

EPISCOPAL SCHOOL OF JACKSONVILLE

4455 ATLANTIC BLVD
JACKSONVILLE,FL32207
    SCHOLARSHIP FUND 2,500

EXCHANGE CLUB FAMILY CENTER

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

FAMILY PROMISE OF JACKSONVILLE

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

FEEDING NORTHEAST FLORIDA

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

FEEDING THE VALLEY

PO BOX 8904
COLUMBUS,GA319088904
    FOOD BANK FACILITY IN SOUTHERN SERVICE AREA AND DOUGHERTY CTY 15,000

FIRST PRESBYTERIAN CHURCH

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

FITNESS AND CHARACTER EDUCATION

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

FLAGLER COLLEGE

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

FLORIDA HUMANITIES COUNCIL

599 SECOND STREET SOUTH
ST PETERSBURG,FL33701
    THE "FLORIDA TALKS" PROGRAM FOR DUVAL COUNTY 10,000

FOOD BANK OF NORTHEAST GEORGIA

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

FOURTH AND GOLD

PO BOX 6132
JACKSONVILLE,FL32236
    PROVIDE FUNDING AND SUPPORT FOR CHILDREN WITH CANCER 10,000

FRIENDS OF DISABLED ADULTS AND CHILDREN

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

FRIENDS WITH JESUS

PO BOX 513
BAINBRIDGE,GA39818
    AFTER SCHOOL AND SUMMER PROGRAMS FOR AT RISK YOUTH 50,000

GEORGIA 4-H FOUNDATION

306 HOKE SMITH ANNEX
ATHENS,GA306024356
    YOUTH MENTORING PROGRAMS IN AGRICULTURE, SCIENCE, HEALTH AND CITIZENSHIP FOR SOUTHWEST GEORGIA COUNTIES 10,000

GEORGIA CENTER FOR CHILD ADVOCACY

PO BOX 11270SW
ATLANTA,GA30310
    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
    PROVIDE SERVICES TO YOUTH IN FOSTER CARE 10,000

GEORGIA HEIRS PROPERTY LAW CTR

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

GEORGIA JUSTICE PROJECT

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

GEORGIA LIONS CAMP FOR THE BLIND

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

GEORGIA LIONS LIGHTHOUSE FOUNDATION

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

GEORGIA NATURAL RESOURCES FOUNDATION

2 MARTIN LUTHER KING JR DRIVE SE
ATLANTA,GA30334
    PROGRAMS SUPPORTING THE PRESERVATION OF GEORGIA'S NATURAL AND CULTURAL RESOURCES IN COLLABORATION WITH THE GEORGIA DNR 10,000

GEORGIA RADIO READING SERVICE

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

GEORGIA YOUTH SCIENCE & TECH CENTERS

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

GOLDEN HARVEST FOOD BANK

3310 COMMERCE DRIVE
AUGUSTA,GA30309
    FOOD DISTRIBUTION TO VULNERABLE FAMILIES IN HANCOCK COUNTY, GEORGIA 5,000

GRADY COUNTY GEORGIA SHERIFF DEPT

PO BOX 690
CAIRO,GA39828
    TRAINING PROGRAM FOR DOGS USED FOR DRUG ENFORCEMENT AND SEARCH AND RESCUE OPERATIONS 15,000

GREATER HICKORY COOPERATIVE CHRISTIAN MINISTRY

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

GREENWOOD SCHOOL

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

GROUNDWORK JACKSONVILLE

PO BOX 13295
JACKSONVILLE,FL32206
    DEVELOPMENT AND PRESERVATION URBAN CORE NEIGHBORHOODS IN JACKSONVILLE FLORIDA 5,000

GROVEWAY COMMUNITY GROUP INC

89 GROVEWAY ST SUITE 106
ROSWELL,GA30075
    PROVIDE PROGRAMS FOR AT RISK YOUTH AND FAMILIES 15,000

HALCYON HOME

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

HART FELT MINISTRIES

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

HAVEN HOSPICE

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

HERE TOMORROW

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

HOPE HAVEN

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

HUBBARD HOUSE

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

JACK HADLEY BLACK HISTORY MUSEUM

214 ALEXANDER ST
THOMASVILLE,GA31792
    MAINTENANCE OF MUSEUM TO HONOR BLACK HISTORY AND SUPPORT OF THE JACK HADLEY YARDS CAPITAL CAMPAIGN PROJECT 100,000

JACKSONVILLE HISTORY CENTER

314 PALMETTO STREET
JACKSONVILLE,FL32202
    PRESERVATION OF ARCHIVE OF JACKSONVILLE HISTORY, CULTURAL EVENTS EDUCATING YOUTH ABOUT JACKSONVILLE HISTORY AND CULTURE 5,000

JACKSONVILLE HUMANE SOCIETY

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

JACKSONVILLE SYMPHONY ASSOCIATION

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

JACKSONVILLE UNIVERSITY

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

JACKSONVILLE UNIVERSITY LAW SCHOOL

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

JACKSONVILLE ZOO AND GARDENS

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

JERICHO SCHOOL

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

KIWANIS CLUB OF JACKSONVILLE CHARITABLE FOUNDATION

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

LITERARY ALLIANCE OF NE FL

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

LOCAL INITIATIVES SUPPORT CORPORATION

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

LUTHERAN SOCIAL SERVICES OF NE FL

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

MALIVAI WASHINGTON YOUTH FOUNDATION

1096 WEST 6TH STREET
JACKSONVILLE,FL32209
    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
    AFTER SCHOOL AND SUMMER PROGRAMS FOR AT RISK YOUTH 10,000

MEALS ON WHEELS ATLANTA

1705 COMMERCE DR NW
ATLANTA,GA30318
    MEAL DELIVERY TO VULNERABLE SENIORS 10,000

MERCER UNIVERSITY

1501 MERCER UNIVERSITY DR
MACON,GA312070001
    SCHOOL OF LAW ANNUAL FUND 10,000

MISSION HOUSE

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

MITCH22 FOUNDATION

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

NATIONAL ALLIANCE ON MENTAL ILLNESS

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

NEMOURS FOUNDATION

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

NONPROFIT CENTER OF NE FL

40 EAST ADAMS ST SUITE 100
JACKSONVILLE,FL32202
    PROGRAMS TO STRENGTHEN THE NONPROFIT COMMUNITY 25,000

NORTH FLORIDA SCHOOL OF SPECIAL EDUCATION

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

NORTH FULTON COMMUNITY CHARITIES

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

OTIS REDDING FOUNDATION

339 COTTON AVENUE
MACON,GA31201
    PROVISION OF EDUCATION/EMPOWERMENT PROGRAMS THROUGH MUSIC 10,000

PACE CENTER FOR GIRLS JACKSONVILLE

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

PINE CASTLE

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

PRESBYTERIAN SOCIAL MINISTRIES

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

PREVENT BLINDNESS GA

270 CARPENTER DR SUITE 606
SANDY SPRINGS,GA30328
    VISION SCREENING FOR ELDERLY AND INDIGENT 15,000

PRISONERS OF CHRIST

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

QUIGLEY HOUSE

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

REEF BALL FOUNDATION

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

RIVERSIDE PARK UNITED METHODIST CHURCH

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

RIVERSIDE TRADITION HOUSE

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

RONALD MCDONALD HOUSE CHARITIES OF JACKSONVILLE

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

SANCTUARY OF NE FL

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

SAVANNAH SCHOOL OF ARTS AND DESIGN

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

SAVANNAH STATE UNIVERSITY

3219 COLLEGE STREET PO BOX 21743
SAVANNAH,GA31404
    KIRBO-CONYERS ENDOWED SCHOLARSHIP FUND 10,000

SCHOLARSHIP FOUNDATION OF SOUTHWEST GEORGIA

2500 EAST SHOTWELL STREET
BAINBRIDGE,GA39819
    KIRBO SCHOLARS FUND 15,000

SECOND HARVEST OF SOUTH GEORGIA

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

SENIOR SERVICES OF NORTH FULTON

3560 OLD MILTON PARKWAY
ALPHARETTA,GA30005
    MEALS ON WHEELS PROGRAM FOR SENIORS IN NORTH FULTON COUNTY, GEORGIA 5,000

SENIORS ON A MISSION

PO BOX 10021
JACKSONVILLE,FL32247
    VOLUNTEER PROGRAM FOR SENIORS, TECH SUPPORT FOR SENIORS 10,000

SHEPHERD CENTER FD

2020 PEACHTREE RD NW
ATLANTA,GA303091465
    RESEARCH AND ADVOCACY FOR PATIENTS WITH SPINAL CORD INJURY 10,000

SHORTER UNIVERSITY

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

SOUTHERN REGIONAL TECHNICAL COLLEGE FOUNDATION

15689 US HIGHWAY 19 NORTH
THOMASVILLE,GA31792
    STUDENT SCHOLARSHIP FUND 10,000

SOUTHERN SCHOLARSHIP FD

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

SPECIAL OLYMPICS FL

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

ST MARY'S EPISCOPAL CHURCH

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

STETSON UNIVERSITY

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

STRATFORD ACADEMY

6010 PEAKE ROAD
MACON,GA312203938
    STUDENT SCHOLARSHIP FUND 5,000

SULZBACHER CENTER

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

SWEET OLIVE ANIMAL RESCUE

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

THE FLORIDA THEATRE

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

THE SALVATION ARMY

328 N OCEAN ST
JACKSONVILLE,FL32202
    PROVIDE SERVICES TO VICTIMS OF NATURAL DISASTERS 10,000

THE SALVATION ARMY OF BAINBRIDGE GEORGIA

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

THEATRE JACKSONVILLE

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

TRINITY RESCUE MISSION

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

UNITED WAY OF BAINBRIDGE-DECATUR COUNTY

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

UNITED WAY OF NE FL

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

UNIVERSITY OF GEORGIA

ONE PRESS PLACE SUITE 101
ATHENS,GA30601
    LAMAR DODD SCHOOL OF ART 5,000

UNIVERSITY OF GEORGIA REACH GEORGIA FD

2082 EAST EXCHANGE PLACE
TUCKER,GA30084
    SCHOLARSHIPS TO RECIPIENTS IN MITCHELL COUNTY 3,000

UNIVERSITY OF NORTH FL FOUNDATION

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

VALDOSTA ROTARY FOUNDATION

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

VASHTI CENTER FOR WOMEN AND CHILDREN

1815 EAST CLAY STREET
THOMASVILLE,GA31792
    PROVIDE AFTERSCHOOL SERVICES, MENTAL HEALTH COUNSELING, RESIDENTIAL FOSTER CARE TO VULNERABLE FAMILIES IN THOMAS COUNTY, GA. 15,000

VISION IS PRICELESS

6161 ARLINGTON EXPRESSWAY
JACKSONVILLE,FL32211
    VISION SCREENING FOR VULNERABLE YOUTH 5,000

VOLUNTEERS IN MEDICINE

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

WILDERNESS WORKS

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

WISH FOR OUR HEROES

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

WOMEN'S CENTER OF JACKSONVILLE

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

YMCA OF THE GEORGIA SUNBELT

601 26TH AVENUE SE
MOULTRIE,GA31768
    PROVIDING HEALTH AND COUNSELING SERVICES TO BAINBRIDGE, GA 50,000

YOUNG LIFE

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

YOUTH CRISIS CENTER

3015 PARENTAL HOME RD
JACKSONVILLE,FL32216
    PROVIDE PROGRAMS FOR VULNERABLE YOUTH AND THEIR FAMILIES 15,000

FRIENDS OF JIMMY CARTER NATIONAL HISTORIC SITE

PO BOX 315
PLAINS,GA31780
    PROVIDES EDUCATION AND BUILDING PROGRAMS IN SOUTHWEST GEORGIA 20,000

JACKSONVILLE MUSEUM OF SCIENCE AND HISTORY

1025 MUSEUM CIRCLE
JACKSONVILLE,FL32207
    GENESIS CAPITAL CAMPAIGN TO FUND A NEW MUSEUM FACILITY 125,000

SAMARITAN COUNSELING OF SW GEORGIA

PO BOX 1276
BAINBRIDGE,GA39818
    FAITH BASED MENTAL HEALTH SERVICES PROGRAM 10,000
Total ................................. 3a 2,041,000
bApproved for future payment

BAPTIST HEALTH FOUNDATION
841 PRUDENTIAL DRIVE SUITE 1300
JACKSONVILLE,FL32207
    BAPTIST CENTER FOR PROFESSIONAL EXCELLENCE OPERATIONAL FUND 250,000
Total ................................. 3b 250,000
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 ...........
    14 272,400  
4 Dividends and interest from securities ....     14 613,576  
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 .....     14 849  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 1,985,605  
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 2,872,430 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,872,430
(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:
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 17,226 861 0 16,365

TY 2025 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 2025 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 67,793 67,793
AMGEN INC 3.35% 2/22/32 70,581 70,581
AT & T INC 4.35% 3/1/2029 75,312 75,312
BRISTOL-MYERS SQ 2.95% 3/15/32 69,550 69,550
BP CAP MARKETS AMERI 4.234% 11/06/28 60,386 60,386
BANK OF NY MELLON CO 3.250% 5/16/27 99,374 99,374
CVS HEALTH CORP 1.875% 2/28/2031 65,669 65,669
CVS HEALTH CORP 4.3% 3/25/28 20,045 20,045
DUKE ENERGY CORP 2.55% 6/15/2031 68,267 68,267
MORGAN STANLEY 3.625% 1/20/27 64,835 64,835
NORTHROP GRUMMAN COR 4.400% 5/01/30 75,668 75,668
PRINCIPAL FINANCIAL 3.100% 11/15/26 59,540 59,540
PNC FINANCIAL SERVIC 3.150% 5/19/27 69,382 69,382
PROVIDENCE ST 2.532% 10/01/29 66,013 66,013
STARBUCKS CORP 3.500% 3/01/28 59,350 59,350
US BANCORP 3.900% 4/26/28 55,076 55,076
WESTPAC BANKING CORP 3.350% 3/08/27 54,763 54,763
ELEVANCE HEALTH 3.65% 12/01/27 64,659 64,659
NEXTERA ENERGY CAP 4.9% 2/28/28 61,095 61,095
WELLTOWER INC 3.1% 01/15/30 33,533 33,533
WELLS FARGO AND CO VAR 28 03/24/28 69,565 69,565
UNITED HEALTH GROUP 4.6% 04/15/27 38,328 38,328
TOTALENERGIES 3.4555 02/19/29 39,289 39,289
THE WALT DISNEY CO 2% 09/01/29 84,105 84,105
T-MOBILE USA INC 4.95% 03/15/28 30,537 30,537
SIMON PROPERTY G R 3.3% 01/15/26 59,982 59,982
ROYAL BANK OF CANADA 6% 11/01/27 72,662 72,662
PROLOGIS, INC. 5% 03/15/34 85,546 85,546
PFIZER INVT ENTE 4.75% 05/19/33 107,092 107,092
O'REILLY AUTOMOTIVE 3.6% 09/01/27 39,732 39,732
MEDTRONIC GLOBAL 4.25% 03/30/28 80,470 80,470
MASTERCARD INC 4.85% 03/09/33 61,576 61,576
LOCKHEED MARTIN CORP 5.1% 11/15/27 56,250 56,250
JP MORGAN CHASE VAR 04/22/32 130,855 130,855
ENERGY TRANSFER 4.95% 06/15/28 40,640 40,640
ENBRIDGE INC 4.25% 12/01/26 40,100 40,100
COMCAST CORP. 5.3% 06/01/34 81,447 81,447
CITIZENS FINANCIAL GRO VAR 07/23/32 77,678 77,678
CITIGROUP INC VAR 05/24/33 116,432 116,432
CARRIER GLOBAL CORP 2.7% 02/15/31 32,364 32,364
BROADCOM INC. 5.05% 07/12/29 48,391 48,391
BLACKROCK FDG INC 5% 03/14/34 82,566 82,566
BHP BILLITON FIN 5% 02/21/30 57,855 57,855
BANK OF NOVA SC 4.75% 02/02/26 85,035 85,035
BANK OF MONTREAL 4.64% 09/10/30 85,078 85,078
BANK OF AMERICA CORP VAR 07/22/33 123,415 123,415
ASTRAZENECA FIN 4.875% 03/03/28 76,571 76,571
AMERICAN TOWER CORP 3.375% 10/15/26 39,771 39,771
ALEXANDRIA REAL E 4.9% 12/15/30 40,528 40,528
AIR LEASE CORP 1.875% 08/15/26 39,400 39,400
DTE ELECTRIC CO 2.25% 03/01/30 84,624 84,624
DODGE & COX INCOME FUND 724,549 724,549

TY 2025 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 56,047 56,047
ADYEN NV-UNSPON ADR 26,957 26,957
AIR LIQUIDE - ADR 22,048 22,048
ALCON INC 23,328 23,328
ALFA LAVAL AB-UNSPON ADR 32,703 32,703
ALLIANZ SE - UNSP ADR 75,992 75,992
ASML HOLDING N V 82,379 82,379
ATLAS COPCO AB ADR 19,110 19,110
AON PLC 21,173 21,173
BAE SYSTEMS PLC 41,796 41,796
BANCO BILBAO VIZCAYA ARGENT- ADR 38,811 38,811
BROOKFIELD CORP F CLASS 61,906 61,906
COLOPLAST AS ADR 11,730 11,730
COMPASS GROUP PLC 19,642 19,642
CONTEMPORARY AMPEREX T F 39,704 39,704
CHUGAI PHARMACEUTIC-UNSP ADR 48,705 48,705
CANADIAN NATL RR CO COM 14,729 14,729
DAIFUKU CO LTD 23,070 23,070
DASSAULT SYSTEMES S.A. - ADR 16,194 16,194
DBS GROUP HOLDINGS LIMITED - ADR 85,171 85,171
DISCO CORP ADR 57,478 57,478
EPIROC AB-UNSP ADR 29,554 29,554
FOMENTO ECONOMICO MEX-SP ADR 55,690 55,690
GRUPO FINANCIERO BANOR ADR 20,982 20,982
HDFC BANK LTD. - ADR 62,922 62,922
LASERTEC CORP 48,829 48,829
LOREAL - ADR 40,341 40,341
M3 INC ORD 17,363 17,363
MERCADOLIBRE INC 32,228 32,228
NETEASE INC 30,276 30,276
NICE LTD 36,173 36,173
NOVARTIS AG 65,902 65,902
NOVOZYMES A/S UNSPONS ADR 15,269 15,269
OBIC CO LTD 23,698 23,698
PERIMETER SOLUTIONS SA 10,792 10,792
PING AN INSURANCE-ADR 24,146 24,146
PT TELEKOMUNIKASI INDONESIA TB-ADR 22,650 22,650
ROYAL DUTCH SHELL PLC ADR 57,976 57,976
ROCHE HOLDINGS LTD - ADR 70,960 70,960
RIO TINTO PLC - ADR 43,376 43,376
RYANAIR HLDGS PLC 26,205 26,205
SAFRAN 22,546 22,546
SCHNEIDER ELECTRIC SE - ADR 58,945 58,945
SEA LTD 13,905 13,905
S F HLDG CO LTD 14,928 14,928
SHIONOGI & CO LTD-UNSPON ADR 19,478 19,478
SONOVA HOLDIN-UNSPON ADR 14,473 14,473
SYMRISE AG ADR 16,116 16,116
TECHTRONIC INDS LTD ADR 15,259 15,259
TENCENT HOLDINGS LTD-UNS ADR 77,239 77,239
TAIWAN SEMICONDUCTOR MANUFACTU - ADR 145,867 145,867
BANCFIRST CORP OK 46,013 46,013
CIGNA CORP 38,807 38,807
CORVEL CORP 55,219 55,219
CVS HEALTH CORPORATION 58,409 58,409
WALT DISNEY CO 48,580 48,580
LCI INDUSTRIES 35,189 35,189
ORACLE CORPORATION 40,346 40,346
TOAST INC CL A 22,726 22,726
AIR PROD & CHEMICALS 34,089 34,089
ALPHABET INC CL C 268,299 268,299
AMAZON.COM INC 284,601 284,601
ARCH CAPITAL GROUP LTD 12,661 12,661
BROADCOM INC. 173,050 173,050
BROOKFIELD ASSET MANAGE-CL A 11,473 11,473
BROOKFIELD RENEWABLE COR-A 13,917 13,917
BROOKFIELD INFRASTRUCTURE-A 38,499 38,499
BROWN & BROWN INC 37,140 37,140
CBRE GROUP INC 45,986 45,986
COPART INC COM 41,303 41,303
COSTAR GROUP, INC 29,048 29,048
DOMINOS PIZZA INC 20,007 20,007
FASTENAL CO 15,009 15,009
FIDELITY NATL INFORMATION SVCS INC 26,850 26,850
LIBERTY FORMULA ONE GROUP A 9,027 9,027
LIBERTY FORMULA ONE GROUP SERIES C 17,239 17,239
HAIER SMART HOME CO LTD ADR 22,816 22,816
HYATT HOTELS CORP 16,192 16,192
HEICO CORP CL A 67,651 67,651
HILTON WORLDWIDE HOLDINGS IN 91,920 91,920
IDEXX CORP 19,619 19,619
GENERAL ELECTRIC CO 128,140 128,140
GOLDMAN SACHS GROUP 81,747 81,747
JOHNSON CONTROLS INTER F 81,669 81,669
KKR & CO INC -A 61,700 61,700
LENNAR CORPORATION CLASS A COMMON 19,018 19,018
LIBERTY LIVE HOLDINGS 5,738 5,738
LILLY ELI & CO 137,559 137,559
LIVE NATION ENT INC 45,742 45,742
LPL FINL HLDGS 21,073 21,073
MASTERCARD INC CLASS A 67,935 67,935
METLIFE INC 55,258 55,258
META PLATFORMS INC CL A 154,461 154,461
MICROCHIP TECHNOLOGY INC COM 14,528 14,528
MICROSOFT 292,106 292,106
MOODYS CORP 9,195 9,195
MARKEL CORP 38,694 38,694
MARTIN MARIETTA MATLS INC COM 40,473 40,473
MSCI INC 25,244 25,244
NORFOLK SOUTHERN CO 26,562 26,562
NVIDIA CORP 346,890 346,890
OCCIDENTAL PETROL CO 34,664 34,664
O'REILLY AUTOMOTIVE INC 81,451 81,451
RALLIANT CORP 6,466 6,466
RAYTHEON TECHNOLOGIES CO 93,351 93,351
REGENERON PHARMS INC 33,190 33,190
ROPER TECHNOLOGIES INC 25,372 25,372
ROSS STORES INC 9,187 9,187
SANOFI S A 56,553 56,553
SERVICE NOW INC 40,595 40,595
SHOPIFY INC 46,037 46,037
SNOWFLAKE INC CL A 51,769 51,769
SPOTIFY TECHNOLOGY 31,358 31,358
TE CONNECTIVITY PLC ORD SHS 40,042 40,042
TESLA INC 121,874 121,874
TEXAS INSTRUMENTS 11,797 11,797
T-MOBILE US INC 25,989 25,989
TRANSDIGM GROUP INC 63,833 63,833
TYLER TECHNOLOGIES INC 20,882 20,882
UBER TECHNOLOGIES INC 21,898 21,898
UNITEDHEALTH GROUP 41,264 41,264
VULCAN MATERIALS COMPANY 58,470 58,470
VERISK ANALYTICS INC 6,263 6,263
VERTEX PHARMACEUTICALS 36,722 36,722
VISA INC CLASS A 56,815 56,815
WAL-MART 55,705 55,705
WELLS FARGO & CO 78,847 78,847
WILLIAMS COS INC 25,607 25,607
WIX.COM LTD 3,532 3,532
ZIMMER BIONET HLDGS 28,684 28,684
ARTISAN PARTNERS ASSET MANAGEM 37,277 37,277
ARES MANAGEMENT CORP 18,587 18,587
DONALDSON CO INC 43,621 43,621
EMCOR GROUP INC COM 49,555 49,555
FIRST HAWAIIAN INC 52,852 52,852
GRACO INC 58,854 58,854
ACUSHNET HOLDINGS CORP 79,820 79,820
HENRY JACK & ASSOC INC COM 70,985 70,985
MANULIFE FINL 43,209 43,209
MANHATTAN ASSOCIATES, INC COM 31,716 31,716
MOELIS & CO 63,378 63,378
PRIMERICA INC 99,985 99,985
RLI CORP COM 61,677 61,677
RBC BEARINGS INC 69,507 69,507
RIGHTMOVE PLC-UNSP ADR 41,996 41,996
SIMPSON MFG INC COM 100,919 100,919
TORO CO 86,356 86,356
VEEVA SYSTEMS INC CL A 26,788 26,788
VERALTO CORP 2,295 2,295
W R BERKLEY CORP 5,119 5,119
WASTE CONNECTIONS INC F 11,223 11,223
WATTS WATER TECHNOLOGIES INC 93,847 93,847
FTI CONSULTING INC COM 82,340 82,340
SONY GROUP CORP 42,906 42,906
HALEON PLC 69,213 69,213
GENMAB A/S 26,673 26,673
CREDICORP LTD 30,996 30,996
ASSA ABLOY AB 26,976 26,976
ADIDAS AG 14,234 14,234
ADVANCED MICRO DEVICE 43,689 43,689
ALPHABET INC CL A 108,611 108,611
AMETEK INC 11,292 11,292
AMPHENOL CORP CL A 35,947 35,947
ANHEUSER BUSCH INBEV S F 28,114 28,114
APPFOLIO INC CL A 8,841 8,841
APPLE INC 184,049 184,049
APPLOVIN CORP CL A 54,579 54,579
ARTHUR J GALLAGHER 17,080 17,080
AVANTOR INC 15,379 15,379
AXON ENTERPRISE INC 23,853 23,853
BAKER HUGHES CO CL A 27,962 27,962
BANK OF AMERICA CORP 29,425 29,425
BANK OF NEW YORK MELLON CO 63,153 63,153
BOEING CO 58,188 58,188
BOOKING HOLDINGS INC 21,421 21,421
BOSTON SCIENTIFIC CO 14,207 14,207
CADENCE DESIGN SYS 53,451 53,451
CAPITAL ONE FC 38,051 38,051
CARRIER GLOBAL CORP 17,437 17,437
CCC INTELLIGENT SOLUTION 10,128 10,128
CELANESE CORP 5,961 5,961
CHARLES SCHWAB CORP 101,708 101,708
COHERENT CORP 48,542 48,542
COMCAST CORP CL A 36,376 36,376
CONOCO PHILLIPS 22,186 22,186
CONSTELLATION ENERGY 58,290 58,290
COSTCO WHOLESALE CO 44,842 44,842
CROWDSTRIKE HLDGS INC CL A 46,876 46,876
DEXCOM 16,725 16,725
EAGLE MATERIALS INC 3,927 3,927
EDWARDS LIFE SCIENCES 34,952 34,952
ELANCO ANIMAL HEALTH 19,869 19,869
ENTEGRIS INC 16,429 16,429
FAIR ISAAC INTL CORP 30,431 30,431
FEDEX CORP 57,194 57,194
FLOOR & DECOR HOLDINGS CLASS A 11,813 11,813
FORTIVE CORP DISC 00500 27,274 27,274
GE HEALTHCARE TECHNOLOGIES 23,048 23,048
GILEAD SCIENCES INC 50,692 50,692
GLAXOSMITHKLINE PLC 51,884 51,884
HAWKINS INC 16,337 16,337
HP INC 13,301 13,301
INDUSTRIA DE DISENO TE F 21,285 21,285
INSTALLED BLDG PRODS 65,885 65,885
INTL FLAVORS & FRAGRA 24,530 24,530
INTUITIVE SURGICAL 38,512 38,512
KADANT INC 52,159 52,159
NIKE INC CLASS B 26,886 26,886
PROCORE TECHNOLOGIES INC. 7,929 7,929
RYAN SPECIALTY GROUP HOLDINGS 6,712 6,712
UFP INDS INC. 49,622 49,622
WATERS CORP 11,015 11,015
SBA COMMUNICATIONS CORP 26,500 26,500
VANGUARD FTSE DEVELOPED ETF 1,449,242 1,449,242
OAKMARK INTERNATIONAL-INST #2886 1,474,808 1,474,808
ACADIAN EMERGING MARKETS EQUITY FUND 389,902 389,902
VANGUARD 500 INDEX FD- ADM #540 15,666,319 15,666,319
ISHARES CORE S&P MIDCAP ETF 2,463,450 2,463,450
ISHARES MSCI ACWI EX US ETF 34,236 34,236
ISHARES RUSSELL 1000 GROWTH ETF 117,852 117,852
ISHARES RUSSELL 1000 VALUE ETF 55,109 55,109
ISHARES RUSSELL 2000 ETF 72,125 72,125
ISHARES S&P 500 VALUE ETF 1,902,268 1,902,268
PRINCIPAL PREFERRED SEC-R6 #8200 408,202 408,202

TY 2025 InvestmentsGovtObligationsSch
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
US Government Securities - End of Year Book Value:

3,231,740
US Government Securities - End of Year Fair Market Value:

3,231,740
State & Local Government Securities - End of Year Book Value:


1,605,297
State & Local Government Securities - End of Year Fair Market Value:


1,605,297


TY 2025 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 79,045 79,045
TIG ARBITRAGE ENHANCED LTD SER 2 FMV 584,052 584,052
MAGNITUDE INTERNATIONAL-A FMV 2,047,657 2,047,657
NORTH ROCK FUND LIMITED FMV 1,108,864 1,108,864
ROSE GROVE OFFSHORE FD I LTD FMV 628,983 628,983
SPF SECURITIZED PRODUCTS FUND LTD FMV 951,628 951,628
ISHARES GLOBAL REIT ETF FMV 512,972 512,972
ABRDN BLMBRG ALL CM SG K 1 FR ETF FMV 265,159 265,159

TY 2025 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 2025 OtherDecreasesSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Description Amount
BOOK TO TAX TIMING DIFFERENCE 4,742


TY 2025 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 1,275 64 0 1,211
MISCELLANEOUS EXPENSE 657 33 0 624
TELEPHONE 1,238 62 0 1,176


TY 2025 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 849 849 0


TY 2025 OtherIncreasesSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Description Amount
UNREALIZED GAIN ON SECURITIES 2,709,380


TY 2025 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 252,432 252,432 0 0


TY 2025 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 39,531 0 0 0
FOREIGN TAX 15,818 15,818 0 0