2024-11-21T08:55:37-00:00 2024-08-31 263956553 BROOKS AND PETERSON CPAs LLC 6404 MANATEE AVE W STE J BRADENTON FL 34209 990PF 2023-09-01 472629973 The George and Mariamma Thomas Foundation Inc GEOR 9412244927 4610 Riverview Blvd Bradenton FL 34209 George Thomas President 9412244927 2024-11-20 true true DEENA L PETERSON P00450958 9417926527 2024-11-21 X 2023 2024-10-15 13:58:12Z X 246242 X 207 207 4732 4732 -217 11170 0 4722 4939 1000 400 600 1831 1831 74 2905 2231 600 9500 9500 12405 2231 10100 -7683 2708 2 2 2 4855 8595 8595 205574 194151 237645 210431 202748 246242 0 X 210431 202748 210431 202748 210431 202748 210431 -7683 202748 202748 Lord Abbett Short Duration Inc FD CL I P 2019-12-16 2023-11-20 5000 5539 -539 -539 Pimco Income Fund CL I2 P 2015-06-12 2023-11-20 2457 2873 -416 -416 Pimco Income Fund CL I2 P 2015-06-12 2023-11-20 41 49 -8 -8 Pimco Income Fund CL I2 P 2018-02-05 2023-11-20 7 8 -1 -1 Pimco Income Fund CL I2 P 2018-02-05 2023-11-20 2495 2918 -423 -423 -217 38 38 38 38 false false false false false false false true true FL true false false false false true N/A George Thomas 9412244927 4610 Riverview Bolvd Bradenton FL 34209 false false false false false false false false false false false false false false false false false false false false false false George Thomas 4610 Riverview Blvd W Bradenton FL 34209 President 001.00 0 Mariamma Thomas 4610 Riverview Blvd W Bradenton FL 34209 Sec. Treas 001.00 0 Joseph Thomas 3610 Wingren Dr Irving TX 75062 Vice Pres. 001.00 0 NONE NONE N/A 0 N/A 220467 7250 0 227717 227717 3416 224301 11215 11215 38 38 11177 11177 11177 10100 10100 11177 3230 3211 2817 3438 12696 10100 10100 1077 1077 11619 0 2153 9466 3211 2817 3438 None None George Thomas 4610 Riverview Blvd W Bradenton FL 34209 9417482277 No special form. Written request accompanied by copy of organizations 501c3 IRS determination letter. None None USF Foundation 4202 East Fowler Ave ALC100 Tampa FL 33620 PC Scholarships 1000 Louis and Gloria Flanzer Philanthropic Trust 1266 First St Ste 1 Sarasota FL 34236 PC Food Bank 1000 Turning Points 701 17th Ave W Bradenton FL 34205 PC General Purpose 2500 Catholic Charities 5055 N Tamiami Trail Sarasota FL 34234 PC General Purpose 2000 St Joseph's Catholic School 2990 26th St W Bradenton FL 34211 PC Scholarships 2000 CADI Research Foundation 1935 Green Trails Dr Lisle IL 60532 PC General Purpose 1000 9500 14 207 14 4732 18 -217 4722 4722 false false false false false false false false false false Accounting fees 1000 400 600 Aberdeen US Small Cap AT COST 5521 5715 Health Care Select SPDR AT COST 1874 3458 Ishares Core SP Mid-cap AT COST 4032 6499 Ishares US Aerospace ETF AT COST 2000 2954 John Hancock Intl Growth AT COST 10727 10468 Matthews Pacific Tiger F AT COST 2332 1456 Matthews Asia Dividend AT COST 2407 1878 Pimco Income Fund CL 12 AT COST 11501 10446 SPDR US Financial Sector AT COST 2080 3293 T Rowe Price Dividend AT COST 5415 10320 Transamerica Short Term AT COST 8693 8587 Virtus SGA Emerging AT COST 10808 7295 Ishares Core SP Small Cap AT COST 4316 6058 Ishares Russell 1000 Growth AT COST 8666 18273 Ishares Russell 1000 Value AT COST 13124 18267 Ishares 1-3 Year Treasury Bond ETF AT COST 13117 12834 Ishares MSCI China AT COST 2187 1464 Ishares MSCI India AT COST 4366 7215 Ishares TR Core MSCI EAF AT COST 15352 18140 JP Morgan Exch EFT Ultra Short Inc ETF AT COST 8784 8817 SH TR Core Divid Growth ETF AT COST 6565 9756 Sector SPDR Industrial AT COST 2132 3418 SPDR Gold Trust AT COST 6442 10871 Janus Henderson Enterprise Fund AT COST 5494 5635 Columbia Convertible AT COST 4395 4229 Loomis Sayles Growth Fund AT COST 8791 12948 Smead Value Fund AT COST 8791 14411 Invesco Developing Markets FD CL Y AT COST 4395 3910 Lord Abbett Short Duration Inc FD CL F AT COST 7646 7047 Eventide Healthcare Life Sciences FD AT COST 2198 1983 Investment fees 1831 1831 Federal taxes 74