2025-11-17T15:40:57+00:00 2024-12-31 135381590 BDO USA 600 N PEARL ST STE 1700 DALLAS TX 752012822 990PF 2024-01-01 465446388 Carl & Marilynn Thoma Foundation CARL 2149717770 1925 Cedar Springs Rd 205 Dallas TX 75201 Carl D Thoma President 2149717770 2025-11-17 true JAKE COOK P01240455 2149697007 2025-11-15 2024 2025-03-06 01:10:19Z X 1213611607 X 58299812 17872603 17872603 795184 3596894 690471 92328811 43873712 0 0 0 73745790 10311739 0 151403860 75654948 0 426522 0 0 426522 36984 0 0 36984 13139 0 0 13139 56000 28000 0 28000 79728 17437 0 62291 8344114 56 0 106621 110513 0 0 255129 255129 744633 744633 622147 634 0 621513 10688909 46127 0 2294832 37681099 37681099 48370008 46127 0 39975931 103033852 75608821 0 45393957 1166949 1166949 222072928 374600763 374600763 24039 3162 24039 24039 0 0 0 0 0 0 0 0 0 0 10299 16145 16145 25497698 0 0 3313303 42044387 42044387 0 15242594 15242594 0 0 0 0 748721791 730337389 730337389 3514452 452048 4346642 3062404 3062404 42235938 47116937 47116937 1091595718 1213611607 1213611607 53717 0 1332900 22500 0 0 0 0 327873 251000 1714490 273500 X 1089881228 1213338107 1089881228 1213338107 1091595718 1213611607 1089881228 103033852 20696527 1213611607 0 1213611607 ABQID FUND I LP P 2024-01-01 2024-12-31 8810 8810 0 8810 OCA VENTURES III, L.P. P 2024-01-01 2024-12-31 2132 -2132 0 -2132 PUBLIC TRADED SECURITIES P 49145570 48455099 690471 0 690471 SEGALL BRYANT & HAMILL EMERGING MARKETS SMALL CAP FUND, LP P 2024-01-01 2024-12-31 358100 358100 0 0 0 358100 THOMA BRAVO CREDIT FUND I, L.P. P 2024-01-01 2024-12-31 106054 106054 0 106054 THOMA BRAVO CREDIT FUND II FEEDER, L.P. P 2024-01-01 2024-12-31 261654 261654 0 261654 THOMA BRAVO CREDIT FUND III FEEDER, L.P. P 2024-01-01 2024-12-31 35417 35417 0 35417 THOMA BRAVO DISCOVER FUND II, L.P. P 2024-01-01 2024-12-31 4416954 4416954 0 4416954 THOMA BRAVO DISCOVER FUND III, L.P. P 2024-01-01 2024-12-31 4002810 -4002810 0 -4002810 THOMA BRAVO DISCOVER FUND, L.P. P 2024-01-01 2024-12-31 56479 56479 0 56479 THOMA BRAVO DISCOVER II PATHWIRE AIV, L.P. P 2024-01-01 2024-12-31 17957 17957 0 17957 THOMA BRAVO FUND X, L.P. P 2024-01-01 2024-12-31 3719438 3719438 0 3719438 THOMA BRAVO FUND XI, L.P. P 2024-01-01 2024-12-31 7561825 7561825 0 7561825 THOMA BRAVO FUND XII GLOBAL, L.P. P 2024-01-01 2024-12-31 1620321 1620321 0 1620321 THOMA BRAVO FUND XII, L.P. P 2024-01-01 2024-12-31 10238 10238 0 10238 THOMA BRAVO FUND XIII, L.P. P 2024-01-01 2024-12-31 26215267 26215267 0 26215267 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 610139 610139 0 610139 THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. P 2024-01-01 2024-12-31 2224713 2224713 0 2224713 WAUD CAPITAL PARTNERS QP IV, LP P 2024-01-01 2024-12-31 35344 -35344 0 -35344 43873712 1050963 0 1050963 1050963 1031773 0 75000 1106773 55810 55810 0 false false false false false true true false true true NM TX true false false false true true WWW.THOMAFOUNDATION.ORG CARL D THOMA 2149717770 1925 CEDAR SPRINGS RD 205 DALLAS TX 75201 false false false false false false false false false false false false false false true false false false false false false false 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 KAMBRA BOLCH 1925 Cedar Springs Rd 205 Dallas TX 75201 DIR. SCHOL. PROG. 40.00 73846 0 KATHLEEN RICHARDS 1925 Cedar Springs Rd 205 Dallas TX 75201 DIR. & EXHIBIT MGR. 40.00 59473 9190 0 VERONICA NAJAR 1925 Cedar Springs Rd 205 Dallas TX 75201 CURATORIAL FELLOW 40.00 75000 2143 0 MEAGAN ROBSON 1925 Cedar Springs Rd 205 Dallas TX 75201 COLLECTION MANAGER 40.00 76667 6191 0 4 0 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. 39975931 0 26369454 340169793 736050432 1102589679 0 1102589679 16538845 1086050834 54302542 54302542 1050963 2473666 3524629 50777913 2291427 53069340 53069340 39975931 0 4930935 0 44906866 53069340 44453012 0 44906866 44453012 0 0 453854 0 0 0 0 0 0 52615486 0 0 0 0 0 0 0 0 CARL D THOMA PRESIDENT MARILYNN J THOMA VP - TREAS ALYSSA DERI 1925 CEDAR SPRINGS RD 205 DALLAS TX 75201 PLEASE SEE THE WEBSITE FOR THE APPLICATION PROCESS: HTTPS://THOMAFOUNDATION.ORG/GRANTS/ N/A N/A AMERICAN ENTERPRISE INSTITUTE 1789 MASSACHUSETTS AVE NW WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 50000 AMERICAN FRIENDS OF THE PRADO MUSEUM 600 S SECOND ST SUITE 201 MINNEAPOLIS MN 55401 NONE PC GENERAL SUPPORT 12500 AMON CARTER MUSEUM OF ART 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 NONE PC GENERAL & EXHIBITION SUPPORT 30000 ART INSTITUTE OF CHICAGO 111 S MICHIGAN AVE CHICAGO IL 60603 NONE PC GENERAL SUPPORT 50000 BARBARA MUNDY 5016 CAMP STREET NEW ORLEANS LA 70115 NONE I HONARIUM 2000 BAYLOR SCOTT FOUNDATION 1400 8TH AVE FORT WORTH TX 76104 NONE PC GENERAL SUPPORT 5000 BUFFALO FINE ARTS ACADEMY 1285 ELMWOOD AVE BUFFALO NY 14222 NONE PC PUBLICATION GRANT 100000 CANTOR ART MUSEUM STANFORD UNIVERSITY 328 LOMITA DRIVE STANFORD CA 94305 NONE PC PUBLICATION GRANT 20000 CARL & MARILYNN THOMA FOUNDATION - NEXT GEN AWARDS 1925 CEDAR SPRINGS RD 205 DALLAS TX 75201 NONE PF GENERAL SUPPORT 5000 CASA OF POLK COUNTY 580 MAIN ST DALLAS OR 97338 NONE PC GENERAL SUPPORT 2500 CHICAGO SHAKESPEARE THEATER 800 E GRAND AVE CHICAGO IL 60611 NONE PC GENERAL SUPPORT 350000 CORNELL UNIVERSITY 377 PINE TREE RD ITHACA NY 14850 NONE PC EXHIBITION SUPPORT 15000 DALLAS ART MUSEUM 1717 N HARWOOD ST DALLAS TX 75201 NONE PC GENERAL SUPPORT 5000 DALLAS OPERA 2403 FLORA ST SUITE 500 DALLAS TX 75201 NONE PC GENERAL SUPPORT 25000 ELECTRONIC ARTS INTERMIX 264 CANAL STREET 3W NEW YORK NY 10013 NONE PC PUBLICATION GRANT 21400 FIGGE ART MUSEUM 225 W SECOND STREET DAVENPORT IA 52801 NONE PC EXHIBITION SUPPORT 25000 GOLDEN APPLE FOUNDATION 901 W JACKSON BLVD SUITE 205 CHICAGO IL 60607 NONE PC GENERAL SUPPORT 100000 HENRRY IBANEZ MOGROVEJO 700 HEALTH SCIENCES DR STONY BROOK NY 11790 NONE I EXPLORATORY TRAVEL 3350 HILLSBORO MEDICAL CENTER FOUNDATION 335 SE 8TH AVE HILLSBORO OR 97123 NONE PC GENERAL SUPPORT 32500 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD CA 94305 NONE PC GENERAL SUPPORT 50000 JOSE LUIS LAZARTE 102 PATCHEN AVE APT 2B BROOKLYN NY 11221 NONE I HONORARIUM 1500 LAURA HARTMAN 508 HAMBRICK RD DALLAS TX 75218 NONE I HONORARIUM 1500 THE LOS ANGELES COUNTY MUSEUM OF ART 5905 WILSHIRE BLVD LOS ANGELES CA 90036 NONE PC EXHIBITION SUPPORT 75000 MELISSA RINNE 568 4TH AVE SAN FRANCISCO CA 94118 NONE I HONORARIUM 1000 MILWAUKEE ART MUSEUM 700 N ART MUSEUM DR MILWAUKEE WI 53202 NONE PC EXHIBITION SUPPORT 50000 MODERN ART MUSEUM OF FORT WORTH 3200 DARNELL ST FORT WORTH TX 76107 NONE PC GENERAL SUPPORT 5000 MONIKA BINSIK C/O THE METROPOLITAN MUSEUM OF ART 1000 FIFTH AVE NEW YORK NY 10028 NONE I HONORARIUM 1000 NASHER SCULPTURE CENTER 2001 FLORA ST DALLAS TX 75201 NONE PC GENERAL SUPPORT 10000 NEVADA MUSEUM OF ART 160 W LIBERTY ST RENO NV 89501 NONE PC EXHIBITION SUPPORT 10000 NEW MEXICO MUSEUM OF ART 107 W PALACE AVE SANTA FE NM 87501 NONE PC PUBLICATION GRANT 25000 NEW MEXICO SCHOOL FOR THE ARTS 275 EAST ALAMEDA ST SANTE FE NM 87505 NONE PC GENERAL SUPPORT 100000 OKLAHOMA STATE UNIVERSITY FOUNDATION 400 SOUTH MONROE STILLWATER OK 74074 NONE PC GENERAL SUPPORT 111200 PORTLAND MUSEUM OF ART 7 CONGRESS SQUARE PORTLAND ME 04101 NONE PC PUBLICATION GRANT 20000 REGENTS OF THE UNIVERSITY OF CALIFORNIA AT RIVERSIDE 900 UNIVERSITY AVE RIVERSIDE CA 92521 NONE PC EXHIBITION SUPPORT 75000 SANTA FE CHAMBER MUSIC FESTIVAL PO BOX 2227 SANTE FE NM 87504 NONE PC GENERAL SUPPORT 10000 SCHWAB CHARITABLE PO BOX 628298 ORLANDO FL 32862 NONE PC GENERAL SUPPORT 35100000 SPONSORS FOR EDUCATIONAL OPPORTUNITY INC DBA SEO SCHOLARS THREE EMBARCADERO CENTER SAN FRANCISCO CA 94111 NONE PC GENERAL SUPPORT 250000 SHIRLEY RYAN ABILITYLAB FKA REHABILITATION INSTITUTE OF CHICAGO 355 E ERIE CHICAGO IL 60611 NONE PC GENERAL SUPPORT 1000000 SITE SANTA FE 1606 PASEO DE PERALTA SANTE FE NM 87501 NONE PC GENERAL SUPPORT 125000 SOFIA ORTEGA-GUERRERO 1021 MCKINLEY AVE APT 1 OAKLAND CA 94610 NONE I EXPLORATORY TRAVEL 3750 STATE UNIVERSITY OF NEW YORK STATE HUMANITIES BUILDING 1055 STONY BROOK NY 11794 NONE PC SEMINAR SUPPORT 12000 SOUTHWESTERN ASSOCIATION FOR INDIAN ARTS INC DBA SWAIA 121 SANDOVAL ST SANTA FE NM 87501 NONE PC GENERAL SUPPORT 1000 THE DALLAS FOUNDATION 3000 PEGASUS PARK DR UNIT 930 DALLAS TX 75247 NONE PC EXHIBITION SUPPORT 50000 THE PHILLIPS COLLECTION 2230 CALIFORNIA ST NW WASHINGTON DC 20008 NONE PC PUBLICATION GRANT 3000 SANTA FE OPERA PO BOX 2408 SANTE FE NM 87504 NONE PC GENERAL SUPPORT 75000 THOMAS BF CUMMINS 1703 32ND ST NW WASHINGTON DC 20007 NONE I HONORARIUM 1000 UNIVERSITY OF TEXAS FOUNDATION 9011 MOUNTAINRIDGE DR AUSTIN TX 78759 NONE PC EXHIBITION SUPPORT 20000 WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT STREET NEW YORK NY 10014 NONE PC GENERAL SUPPORT 7344 YUKI MORISHIMA 1213 HASKELL ST BERKELEY CA 94702 NONE I HONORARIUM 1000 CARLA GARCIA ESTADOS UNIDOS 224 6TO 15 BUENOS AIRES AR 61060AAB NONE I DOCTORAL FELLOWSHIP 32500 DANIELA SERRANO CALLE 125 11B-10 BOGOTA CO 110111 NONE I HONORARIUM 1500 EWA KUBIAK UL POMOROSKA 13 M 10 LODZ PL 90202 NONE I RESEARCH & TRAVEL AWARD 14600 GABRIELA SIRACUSANO AV DEL LIBERTADOR 2254 BUENOS AIRES AR C1425 NONE I HONORARIUM 2000 JOSE LUIS QUISPE BEJAR AV DEL SOL 189 CUZCO PE 08002 NONE I CONSERVATION SEMINAR 1000 KONDO MASSAYO 6-1 SOEN BEPPUCITY JA 8740838 NONE I NEXT GEN AWARD 5000 MADELAINE BENITEZ DAPORTA PICHINCHA 5086 MONTE CHINGOLO BUENOS AIRES AR B1825 NONE I EXPLORATORY TRAVEL 2500 MARIA BELEN BALLESTA AV RIVADAVIA 5567 11C CABALLITO BUENOS AIRES AR C1424 NONE I EXPLORATORY TRAVEL 2500 MUSEO DE ARTE DE LIMA AV PASEO COLON 125 LIMA PE 15046 NONE PC EXHIBITION SUPPORT 40000 NAKATOMI HAJIME AIAI 2114-1 TAKETA CITY JA 8780011 NONE I NEXT GEN AWARD 25000 NATALIA MAJLUF BRAHI JOSE GRANDA 335 APT 8 LIMA PE 15101 NONE I HONORARIUM 1000 UNIVERSITY COLLEGE LONDON 20 GORDON SQUARE LONDON UK WC1H0AW NONE PC POST-DOCTORAL FELLOWSHIP 82508 UNIVERSIDAD DE INGENIERA Y TECNOLOGIA JR MEDRANO SILVA 165 LIMA PE 15063 NONE PC CONSERVATION GRANT 35000 WATANABE CHIAKI 3406-3 NARUSHIMA NANBUCHO YAMANASHI JA 4092216 NONE I NEXT GEN AWARD 5000 CARMEN FERNANDEZ-SALVADOR AVENIDA CORUNA N32-51 QUITO EC 170517 NONE I HONORARIUM 2000 RODRIGO VILLALOBOS RUIZ MAR MEDITERRANEO 77-3 QUERETARO MX 76160 NONE I CONSERVATION GRANT 15000 UTEC PO BOX 7066 LOWELL MA 01852 NONE PC GENERAL SUPPORT 15000 THINK NEW MEXICO 505 DON GASPAR AVE SANTE FE NM 87505 NONE PC GENERAL SUPPORT 40000 Scholarships 1925 Cedar Springs Rd 205 Dallas TX 75201 NONE I SCHOLARSHIPS 123197 AMARILLO COLLEGE - GRANT RECOVERY 2201 S WASHINGTON ST 2411 AMARILLO TX 79109 NONE PC GRANT RECOVERY -813750 37681099 0 14 17872603 14 3596894 18 43873712 PARTNERSHIP INCOME 13569894 14 10311739 13569894 75654948 0 89224842 false false false false false false false false false false X X 1 CARL THOMA 1925 Cedar Springs Rd 205 Dallas TX 75201 58227575 X X 2 ROBERT T COFFLAND 1571 CANYON RD SANTA FE NM 87501 40000 X 3 MARGO THOMA 920 OLD SANTA FE TRAIL SANTA FE NM 87505 10000 X 4 MARY LOUISE BAILEY 1881 N NASH ST 2211 ARLINGTON VA 22290 8000 X 5 ARTHUR & ANNE PORATH 541 DRYAD RD SANTA MONICA CA 90402 6617 X 6 DAVID & ELLEN ROSS 501 V E S ROAD APARTMENT B616 LYNCHBURG VA 24503 5000 X 1 700,000 SHARES OF DYNATRACE 38213000 2024-12-31 ACCOUNTING FEES 56000 28000 28000 DEPRECIATION 110513 PUBLIC TRADED SECURITIES 1806886 1116415 690471 Form 990-PF, Part XII, Line 4b 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. CORPORATE BONDS 15242594 15242594 MERRILL LYNCH EQUITIES 42044387 42044387 0 0 0 0 SEE ATTACHMENT FMV 730337389 730337389 FIXED ASSETS 3514452 452048 3062404 3062404 LEGAL FEES 13139 13139 ART COLLECTION 42235938 47115616 47115616 UTILITY DEPOSIT 1321 1321 ART PROGRAM 437642 437642 REAL ESTATE COMMISSIONS & SETTLEMENT CHARGES 115794 115794 INFORMATION TECHNOLOGY 45404 45404 OFFICE EXPENSES 22633 22633 BANK FEES 674 634 40 PARTNERSHIP INCOME 73745790 K-1 PASS THROUGH INCOME 10311739 UNREALIZED GAINS 20350647 PRIOR PERIOD ADJUSTMENT 345880 ARTWORK PAYABLE 327873 251000 CONSULTING FEES 62291 62291 INVESTMENT FEES 17437 17437 FEDERAL TAXES 8237437 REAL ESTATE TAXES 68758 68758 PAYROLL TAXES 37863 37863 FOREIGN TAXES 56 56