CARL AND MARILYNN THOMA: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARL AND MARILYNN THOMA (EIN 46-5446388)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349104118
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:40:57+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N PEARL ST STE 1700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752012822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465446388 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carl & Marilynn Thoma Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 2149717770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 Cedar Springs Rd 205 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carl D Thoma | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2149717770 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAKE COOK | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 2149697007 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,213,611,607 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $58,299,812 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,872,603 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,872,603 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $795,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,596,894 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $690,471 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $92,328,811 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,873,712 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $73,745,790 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,311,739 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $151,403,860 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,654,948 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $426,522 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $426,522 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $36,984 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $36,984 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,139 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,139 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $28,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $79,728 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,437 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $62,291 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,344,114 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $56 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $106,621 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $110,513 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $255,129 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $255,129 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $744,633 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $744,633 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $622,147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $634 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $621,513 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,688,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,127 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,294,832 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,681,099 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,681,099 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,370,008 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,127 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,975,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $103,033,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,608,821 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,393,957 | CashBOYAmt |
| Cash EOY | $1,166,949 | CashEOYAmt |
| Cash EOYFMV | $1,166,949 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $222,072,928 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $374,600,763 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $374,600,763 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $24,039 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,162 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $24,039 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $24,039 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $10,299 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $16,145 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,145 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $25,497,698 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,313,303 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,044,387 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,044,387 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,242,594 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,242,594 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $748,721,791 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $730,337,389 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $730,337,389 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,514,452 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $452,048 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,346,642 | LandBOYAmt |
| Land EOY | $3,062,404 | LandEOYAmt |
| Land EOYFMV | $3,062,404 | LandEOYFMVAmt |
| Other Assets BOY | $42,235,938 | OtherAssetsBOYAmt |
| Other Assets EOY | $47,116,937 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $47,116,937 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,091,595,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,213,611,607 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,213,611,607 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $53,717 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,332,900 | GrantsPayableBOYAmt |
| Grants Payable EOY | $22,500 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $327,873 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $251,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,714,490 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $273,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,089,881,228 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,213,338,107 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,089,881,228 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,213,338,107 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,091,595,718 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,213,611,607 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,089,881,228 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $103,033,852 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,696,527 | OtherIncreasesAmt |
| Subtotal | $1,213,611,607 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,213,611,607 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt |
|---|---|---|---|---|---|---|---|---|---|---|
| ABQID FUND I LP | P | 2024-01-01 | 2024-12-31 | $8,810 | $8,810 | $0 | $8,810 | |||
| OCA VENTURES III, L.P. | P | 2024-01-01 | 2024-12-31 | -$2,132 | $0 | -$2,132 | $2,132 | |||
| PUBLIC TRADED SECURITIES | P | $49,145,570 | $690,471 | $0 | $690,471 | $48,455,099 | ||||
| SEGALL BRYANT & HAMILL EMERGING MARKETS SMALL CAP FUND, LP | P | 2024-01-01 | 2024-12-31 | $358,100 | $358,100 | $0 | $358,100 | $0 | $0 | |
| THOMA BRAVO CREDIT FUND I, L.P. | P | 2024-01-01 | 2024-12-31 | $106,054 | $106,054 | $0 | $106,054 | |||
| THOMA BRAVO CREDIT FUND II FEEDER, L.P. | P | 2024-01-01 | 2024-12-31 | $261,654 | $261,654 | $0 | $261,654 | |||
| THOMA BRAVO CREDIT FUND III FEEDER, L.P. | P | 2024-01-01 | 2024-12-31 | $35,417 | $35,417 | $0 | $35,417 | |||
| THOMA BRAVO DISCOVER FUND II, L.P. | P | 2024-01-01 | 2024-12-31 | $4,416,954 | $4,416,954 | $0 | $4,416,954 | |||
| THOMA BRAVO DISCOVER FUND III, L.P. | P | 2024-01-01 | 2024-12-31 | -$4,002,810 | $0 | -$4,002,810 | $4,002,810 | |||
| THOMA BRAVO DISCOVER FUND, L.P. | P | 2024-01-01 | 2024-12-31 | $56,479 | $56,479 | $0 | $56,479 | |||
| THOMA BRAVO DISCOVER II PATHWIRE AIV, L.P. | P | 2024-01-01 | 2024-12-31 | $17,957 | $17,957 | $0 | $17,957 | |||
| THOMA BRAVO FUND X, L.P. | P | 2024-01-01 | 2024-12-31 | $3,719,438 | $3,719,438 | $0 | $3,719,438 | |||
| THOMA BRAVO FUND XI, L.P. | P | 2024-01-01 | 2024-12-31 | $7,561,825 | $7,561,825 | $0 | $7,561,825 | |||
| THOMA BRAVO FUND XII GLOBAL, L.P. | P | 2024-01-01 | 2024-12-31 | $1,620,321 | $1,620,321 | $0 | $1,620,321 | |||
| THOMA BRAVO FUND XII, L.P. | P | 2024-01-01 | 2024-12-31 | $10,238 | $10,238 | $0 | $10,238 | |||
| THOMA BRAVO FUND XIII, L.P. | P | 2024-01-01 | 2024-12-31 | $26,215,267 | $26,215,267 | $0 | $26,215,267 | |||
| THOMA BRAVO FUND XIV GLOBAL, L.P. | P | 2024-01-01 | 2024-12-31 | $161 | $161 | $0 | $161 | |||
| THOMA BRAVO FUND XIV, L.P. | P | 2024-01-01 | 2024-12-31 | $610,139 | $610,139 | $0 | $610,139 | |||
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | P | 2024-01-01 | 2024-12-31 | $2,224,713 | $2,224,713 | $0 | $2,224,713 | |||
| WAUD CAPITAL PARTNERS QP IV, LP | P | 2024-01-01 | 2024-12-31 | -$35,344 | $0 | -$35,344 | $35,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,873,712 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,050,963 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,050,963 | SubtotalAmt |
| Tax Based On Investment Income | $1,050,963 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,031,773 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,106,773 | TotalPaymentsAndCreditsAmt |
| Overpayment | $55,810 | OverpaymentAmt |
| Applied To ES Tax | $55,810 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THOMAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CARL D THOMA | IndividualWithBooksNm |
| Phone | 2149717770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CEDAR SPRINGS RD 205 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CARL D THOMA | ||||||||
| 1925 Cedar Springs Rd 205 | Dallas | TX | 75201 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| MARILYNN J THOMA | ||||||||
| 1925 Cedar Springs Rd 205 | Dallas | TX | 75201 | VP & TREASURER | 5.00 | $0 | $0 | $0 |
| GARY S HART | ||||||||
| 1925 Cedar Springs Rd 205 | Dallas | TX | 75201 | SECRETARY | 5.00 | $0 | $0 | $0 |
| MARGO E THOMA | ||||||||
| 1925 Cedar Springs Rd 205 | Dallas | TX | 75201 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK D THOMA | ||||||||
| 1925 Cedar Springs Rd 205 | Dallas | TX | 75201 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Expense AccountExpenseAccountAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|---|
| KAMBRA BOLCH | ||||||||
| 1925 Cedar Springs Rd 205 | Dallas | TX | 75201 | DIR. SCHOL. PROG. | 40.00 | $73,846 | $0 | |
| KATHLEEN RICHARDS | ||||||||
| 1925 Cedar Springs Rd 205 | Dallas | TX | 75201 | DIR. & EXHIBIT MGR. | 40.00 | $59,473 | $0 | $9,190 |
| VERONICA NAJAR | ||||||||
| 1925 Cedar Springs Rd 205 | Dallas | TX | 75201 | CURATORIAL FELLOW | 40.00 | $75,000 | $0 | $2,143 |
| MEAGAN ROBSON | ||||||||
| 1925 Cedar Springs Rd 205 | Dallas | TX | 75201 | COLLECTION MANAGER | 40.00 | $76,667 | $0 | $6,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 4 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE CARL AND MARILYNN THOMA FOUNDATION MAKES ART COLLECTION-RELATED GRANTS, AS WELL AS LENDING AND EXHIBITING ITS OWN COLLECTION EITHER INDEPENDENTLY OR IN COLLABORATION WITH GALLERIES, MUSEUMS OR OTHER ORGANIZATIONS FOR PUBLIC DISPLAY AND PRIVATE STUDY. THE FOUNDATION FUNDS GRANTS OR SCHOLARSHIPS FOR STUDY AND RESEARCH IN THE FIELD OF ART AND CONDUCTS EDUCATIONAL PROGRAMS SUCH AS LECTURES OR SYMPOSIA THAT PROVIDE OPPORTUNITIES FOR DISCOURSE AND ENGAGEMENT WITH ARTWORK. THE FOUNDATION FOCUSES ITS EDUCATION FUNDING ON THE RURAL SOUTHWEST, PRIMARILY OFFERING SCHOLARSHIPS TO STUDENTS IN THE GREATER TEXAS PANHANDLE. | Description1Txt |
| Expenses1 | $39,975,931 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,369,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $340,169,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $736,050,432 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,102,589,679 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,102,589,679 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,538,845 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,086,050,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,302,542 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,302,542 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,050,963 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,473,666 | IncomeTaxAmt |
| Total Tax | $3,524,629 | TotalTaxAmt |
| Distributable Before Adj | $50,777,913 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,291,427 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,069,340 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,069,340 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,975,931 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $4,930,935 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $44,906,866 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,069,340 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,453,012 | UndistributedIncomePYAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,906,866 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,453,012 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $453,854 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $52,615,486 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARL D THOMA PRESIDENT | ContributingManagerNm |
| Contributing Manager | MARILYNN J THOMA VP - TREAS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALYSSA DERI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CEDAR SPRINGS RD 205 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | PLEASE SEE THE WEBSITE FOR THE APPLICATION PROCESS: HTTPS://THOMAFOUNDATION.ORG/GRANTS/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE | |||||||||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||||
| AMERICAN FRIENDS OF THE PRADO MUSEUM | |||||||||||||
| 600 S SECOND ST SUITE 201 | MINNEAPOLIS | MN | 55401 | NONE | PC | GENERAL SUPPORT | $12,500 | ||||||
| AMON CARTER MUSEUM OF ART | |||||||||||||
| 3501 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | NONE | PC | GENERAL & EXHIBITION SUPPORT | $30,000 | ||||||
| ART INSTITUTE OF CHICAGO | |||||||||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||||
| BARBARA MUNDY | |||||||||||||
| 5016 CAMP STREET | NEW ORLEANS | LA | 70115 | NONE | I | HONARIUM | $2,000 | ||||||
| BAYLOR SCOTT FOUNDATION | |||||||||||||
| 1400 8TH AVE | FORT WORTH | TX | 76104 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| BUFFALO FINE ARTS ACADEMY | |||||||||||||
| 1285 ELMWOOD AVE | BUFFALO | NY | 14222 | NONE | PC | PUBLICATION GRANT | $100,000 | ||||||
| CANTOR ART MUSEUM STANFORD UNIVERSITY | |||||||||||||
| 328 LOMITA DRIVE | STANFORD | CA | 94305 | NONE | PC | PUBLICATION GRANT | $20,000 | ||||||
| CARL & MARILYNN THOMA FOUNDATION - NEXT GEN AWARDS | |||||||||||||
| 1925 CEDAR SPRINGS RD 205 | DALLAS | TX | 75201 | NONE | PF | GENERAL SUPPORT | $5,000 | ||||||
| CASA OF POLK COUNTY | |||||||||||||
| 580 MAIN ST | DALLAS | OR | 97338 | NONE | PC | GENERAL SUPPORT | $2,500 | ||||||
| CHICAGO SHAKESPEARE THEATER | |||||||||||||
| 800 E GRAND AVE | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $350,000 | ||||||
| CORNELL UNIVERSITY | |||||||||||||
| 377 PINE TREE RD | ITHACA | NY | 14850 | NONE | PC | EXHIBITION SUPPORT | $15,000 | ||||||
| DALLAS ART MUSEUM | |||||||||||||
| 1717 N HARWOOD ST | DALLAS | TX | 75201 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| DALLAS OPERA | |||||||||||||
| 2403 FLORA ST SUITE 500 | DALLAS | TX | 75201 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| ELECTRONIC ARTS INTERMIX | |||||||||||||
| 264 CANAL STREET 3W | NEW YORK | NY | 10013 | NONE | PC | PUBLICATION GRANT | $21,400 | ||||||
| FIGGE ART MUSEUM | |||||||||||||
| 225 W SECOND STREET | DAVENPORT | IA | 52801 | NONE | PC | EXHIBITION SUPPORT | $25,000 | ||||||
| GOLDEN APPLE FOUNDATION | |||||||||||||
| 901 W JACKSON BLVD SUITE 205 | CHICAGO | IL | 60607 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| HENRRY IBANEZ MOGROVEJO | |||||||||||||
| 700 HEALTH SCIENCES DR | STONY BROOK | NY | 11790 | NONE | I | EXPLORATORY TRAVEL | $3,350 | ||||||
| HILLSBORO MEDICAL CENTER FOUNDATION | |||||||||||||
| 335 SE 8TH AVE | HILLSBORO | OR | 97123 | NONE | PC | GENERAL SUPPORT | $32,500 | ||||||
| HOOVER INSTITUTION | |||||||||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||||
| JOSE LUIS LAZARTE | |||||||||||||
| 102 PATCHEN AVE APT 2B | BROOKLYN | NY | 11221 | NONE | I | HONORARIUM | $1,500 | ||||||
| LAURA HARTMAN | |||||||||||||
| 508 HAMBRICK RD | DALLAS | TX | 75218 | NONE | I | HONORARIUM | $1,500 | ||||||
| THE LOS ANGELES COUNTY MUSEUM OF ART | |||||||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | EXHIBITION SUPPORT | $75,000 | ||||||
| MELISSA RINNE | |||||||||||||
| 568 4TH AVE | SAN FRANCISCO | CA | 94118 | NONE | I | HONORARIUM | $1,000 | ||||||
| MILWAUKEE ART MUSEUM | |||||||||||||
| 700 N ART MUSEUM DR | MILWAUKEE | WI | 53202 | NONE | PC | EXHIBITION SUPPORT | $50,000 | ||||||
| MODERN ART MUSEUM OF FORT WORTH | |||||||||||||
| 3200 DARNELL ST | FORT WORTH | TX | 76107 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| MONIKA BINSIK | |||||||||||||
| C/O THE METROPOLITAN MUSEUM OF ART | NEW YORK | NY | 10028 | NONE | I | HONORARIUM | $1,000 | 1000 FIFTH AVE | |||||
| NASHER SCULPTURE CENTER | |||||||||||||
| 2001 FLORA ST | DALLAS | TX | 75201 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| NEVADA MUSEUM OF ART | |||||||||||||
| 160 W LIBERTY ST | RENO | NV | 89501 | NONE | PC | EXHIBITION SUPPORT | $10,000 | ||||||
| NEW MEXICO MUSEUM OF ART | |||||||||||||
| 107 W PALACE AVE | SANTA FE | NM | 87501 | NONE | PC | PUBLICATION GRANT | $25,000 | ||||||
| NEW MEXICO SCHOOL FOR THE ARTS | |||||||||||||
| 275 EAST ALAMEDA ST | SANTE FE | NM | 87505 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||||||||
| 400 SOUTH MONROE | STILLWATER | OK | 74074 | NONE | PC | GENERAL SUPPORT | $111,200 | ||||||
| PORTLAND MUSEUM OF ART | |||||||||||||
| 7 CONGRESS SQUARE | PORTLAND | ME | 04101 | NONE | PC | PUBLICATION GRANT | $20,000 | ||||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT RIVERSIDE | |||||||||||||
| 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | NONE | PC | EXHIBITION SUPPORT | $75,000 | ||||||
| SANTA FE CHAMBER MUSIC FESTIVAL | |||||||||||||
| PO BOX 2227 | SANTE FE | NM | 87504 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| SCHWAB CHARITABLE | |||||||||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | NONE | PC | GENERAL SUPPORT | $35,100,000 | ||||||
| SPONSORS FOR EDUCATIONAL OPPORTUNITY INC DBA SEO SCHOLARS | |||||||||||||
| THREE EMBARCADERO CENTER | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL SUPPORT | $250,000 | ||||||
| SHIRLEY RYAN ABILITYLAB FKA REHABILITATION INSTITUTE OF CHICAGO | |||||||||||||
| 355 E ERIE | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $1,000,000 | ||||||
| SITE SANTA FE | |||||||||||||
| 1606 PASEO DE PERALTA | SANTE FE | NM | 87501 | NONE | PC | GENERAL SUPPORT | $125,000 | ||||||
| SOFIA ORTEGA-GUERRERO | |||||||||||||
| 1021 MCKINLEY AVE APT 1 | OAKLAND | CA | 94610 | NONE | I | EXPLORATORY TRAVEL | $3,750 | ||||||
| STATE UNIVERSITY OF NEW YORK STATE | |||||||||||||
| HUMANITIES BUILDING 1055 | STONY BROOK | NY | 11794 | NONE | PC | SEMINAR SUPPORT | $12,000 | ||||||
| SOUTHWESTERN ASSOCIATION FOR INDIAN ARTS INC DBA SWAIA | |||||||||||||
| 121 SANDOVAL ST | SANTA FE | NM | 87501 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||||
| THE DALLAS FOUNDATION | |||||||||||||
| 3000 PEGASUS PARK DR UNIT 930 | DALLAS | TX | 75247 | NONE | PC | EXHIBITION SUPPORT | $50,000 | ||||||
| THE PHILLIPS COLLECTION | |||||||||||||
| 2230 CALIFORNIA ST NW | WASHINGTON | DC | 20008 | NONE | PC | PUBLICATION GRANT | $3,000 | ||||||
| SANTA FE OPERA | |||||||||||||
| PO BOX 2408 | SANTE FE | NM | 87504 | NONE | PC | GENERAL SUPPORT | $75,000 | ||||||
| THOMAS BF CUMMINS | |||||||||||||
| 1703 32ND ST NW | WASHINGTON | DC | 20007 | NONE | I | HONORARIUM | $1,000 | ||||||
| UNIVERSITY OF TEXAS FOUNDATION | |||||||||||||
| 9011 MOUNTAINRIDGE DR | AUSTIN | TX | 78759 | NONE | PC | EXHIBITION SUPPORT | $20,000 | ||||||
| WHITNEY MUSEUM OF AMERICAN ART | |||||||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PC | GENERAL SUPPORT | $7,344 | ||||||
| YUKI MORISHIMA | |||||||||||||
| 1213 HASKELL ST | BERKELEY | CA | 94702 | NONE | I | HONORARIUM | $1,000 | ||||||
| CARLA GARCIA | |||||||||||||
| NONE | I | DOCTORAL FELLOWSHIP | $32,500 | ESTADOS UNIDOS 224 6TO 15 | BUENOS AIRES | AR | 61060AAB | ||||||
| DANIELA SERRANO | |||||||||||||
| NONE | I | HONORARIUM | $1,500 | CALLE 125 11B-10 | BOGOTA | CO | 110111 | ||||||
| EWA KUBIAK | |||||||||||||
| NONE | I | RESEARCH & TRAVEL AWARD | $14,600 | UL POMOROSKA 13 M 10 | LODZ | PL | 90202 | ||||||
| GABRIELA SIRACUSANO | |||||||||||||
| NONE | I | HONORARIUM | $2,000 | AV DEL LIBERTADOR 2254 | BUENOS AIRES | AR | C1425 | ||||||
| JOSE LUIS QUISPE BEJAR | |||||||||||||
| NONE | I | CONSERVATION SEMINAR | $1,000 | AV DEL SOL 189 | CUZCO | PE | 08002 | ||||||
| KONDO MASSAYO | |||||||||||||
| NONE | I | NEXT GEN AWARD | $5,000 | 6-1 SOEN | BEPPUCITY | JA | 8740838 | ||||||
| MADELAINE BENITEZ DAPORTA | |||||||||||||
| NONE | I | EXPLORATORY TRAVEL | $2,500 | PICHINCHA 5086 | BUENOS AIRES | AR | B1825 | MONTE CHINGOLO | |||||
| MARIA BELEN BALLESTA | |||||||||||||
| NONE | I | EXPLORATORY TRAVEL | $2,500 | AV RIVADAVIA 5567 11C CABALLITO | BUENOS AIRES | AR | C1424 | ||||||
| MUSEO DE ARTE DE LIMA | |||||||||||||
| NONE | PC | EXHIBITION SUPPORT | $40,000 | AV PASEO COLON 125 | LIMA | PE | 15046 | ||||||
| NAKATOMI HAJIME | |||||||||||||
| NONE | I | NEXT GEN AWARD | $25,000 | AIAI 2114-1 | TAKETA CITY | JA | 8780011 | ||||||
| NATALIA MAJLUF BRAHI | |||||||||||||
| NONE | I | HONORARIUM | $1,000 | JOSE GRANDA 335 APT 8 | LIMA | PE | 15101 | ||||||
| UNIVERSITY COLLEGE LONDON | |||||||||||||
| NONE | PC | POST-DOCTORAL FELLOWSHIP | $82,508 | 20 GORDON SQUARE | LONDON | UK | WC1H0AW | ||||||
| UNIVERSIDAD DE INGENIERA Y TECNOLOGIA | |||||||||||||
| NONE | PC | CONSERVATION GRANT | $35,000 | JR MEDRANO SILVA 165 | LIMA | PE | 15063 | ||||||
| WATANABE CHIAKI | |||||||||||||
| NONE | I | NEXT GEN AWARD | $5,000 | 3406-3 NARUSHIMA NANBUCHO | YAMANASHI | JA | 4092216 | ||||||
| CARMEN FERNANDEZ-SALVADOR | |||||||||||||
| NONE | I | HONORARIUM | $2,000 | AVENIDA CORUNA N32-51 | QUITO | EC | 170517 | ||||||
| RODRIGO VILLALOBOS RUIZ | |||||||||||||
| NONE | I | CONSERVATION GRANT | $15,000 | MAR MEDITERRANEO 77-3 | QUERETARO | MX | 76160 | ||||||
| UTEC | |||||||||||||
| PO BOX 7066 | LOWELL | MA | 01852 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||||
| THINK NEW MEXICO | |||||||||||||
| 505 DON GASPAR AVE | SANTE FE | NM | 87505 | NONE | PC | GENERAL SUPPORT | $40,000 | ||||||
| Scholarships | |||||||||||||
| 1925 Cedar Springs Rd 205 | Dallas | TX | 75201 | NONE | I | SCHOLARSHIPS | $123,197 | ||||||
| AMARILLO COLLEGE - GRANT RECOVERY | |||||||||||||
| 2201 S WASHINGTON ST 2411 | AMARILLO | TX | 79109 | NONE | PC | GRANT RECOVERY | -$813,750 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,681,099 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,872,603 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,596,894 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,873,712 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Unrelated Business Taxbl Incm | $13,569,894 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,311,739 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $13,569,894 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,654,948 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,224,842 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CARL THOMA | |||||||
| 1 | 1925 Cedar Springs Rd 205 | Dallas | TX | 75201 | $58,227,575 | Yes (X) | Yes (X) |
| ROBERT T COFFLAND | |||||||
| 2 | 1571 CANYON RD | SANTA FE | NM | 87501 | $40,000 | Yes (X) | |
| MARGO THOMA | |||||||
| 3 | 920 OLD SANTA FE TRAIL | SANTA FE | NM | 87505 | $10,000 | Yes (X) | |
| MARY LOUISE BAILEY | |||||||
| 4 | 1881 N NASH ST 2211 | ARLINGTON | VA | 22290 | $8,000 | Yes (X) | |
| ARTHUR & ANNE PORATH | |||||||
| 5 | 541 DRYAD RD | SANTA MONICA | CA | 90402 | $6,617 | Yes (X) | |
| DAVID & ELLEN ROSS | |||||||
| 6 | 501 V E S ROAD APARTMENT B616 | LYNCHBURG | VA | 24503 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 700,000 SHARES OF DYNATRACE | NoncashPropertyDesc |
| Fair Market Value | $38,213,000 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $56,000 | Amt |
| Net Investment Income | $28,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $110,513 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLIC TRADED SECURITIES | AssetDesc |
| Gross Sales Price | $1,806,886 | GrossSalesPriceAmt |
| Basis | $1,116,415 | BasisAmt |
| Total Net | $690,471 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF, Part XII, Line 4b | FormAndLineReferenceDesc |
| Medium Explanation | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $15,242,594 | EOYBookValueAmt |
| EOYFMV | $15,242,594 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH EQUITIES | StockNm |
| EOY Book Value | $42,044,387 | EOYBookValueAmt |
| EOYFMV | $42,044,387 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $730,337,389 | BookValueAmt |
| EOYFMV | $730,337,389 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $3,514,452 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $452,048 | AccumulatedDepreciationAmt |
| Book Value | $3,062,404 | BookValueAmt |
| EOYFMV | $3,062,404 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,139 | LegalFeesAmt |
| Disbursements Charitable Prps | $13,139 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART COLLECTION | $42,235,938 | $47,115,616 | $47,115,616 |
| UTILITY DEPOSIT | $1,321 | $1,321 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ART PROGRAM | $437,642 | $437,642 | |
| REAL ESTATE COMMISSIONS & SETTLEMENT CHARGES | $115,794 | $115,794 | |
| INFORMATION TECHNOLOGY | $45,404 | $45,404 | |
| OFFICE EXPENSES | $22,633 | $22,633 | |
| BANK FEES | $674 | $40 | $634 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $73,745,790 | |
| K-1 PASS THROUGH INCOME | $10,311,739 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS | $20,350,647 |
| PRIOR PERIOD ADJUSTMENT | $345,880 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK PAYABLE | Desc |
| BOY Book Value | $327,873 | BOYBookValueAmt |
| EOY Book Value | $251,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING FEES | $62,291 | $62,291 | |
| INVESTMENT FEES | $17,437 | $17,437 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL TAXES | $8,237,437 | ||
| REAL ESTATE TAXES | $68,758 | $68,758 | |
| PAYROLL TAXES | $37,863 | $37,863 | |
| FOREIGN TAXES | $56 | $56 |