Civic Intelligence

Roy E Thomas Medical Foundation

990PF • Fiscal year 2023 • EIN 95-3190677

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 23, 2024

Organization Profile
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

24th percentile

-17%

Higher net margin than 24% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

55th percentile

$26,550

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

38th percentile

-0.8%

Faster asset growth than 38% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-4.8%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$2,452,979

Flat from 2023

Net Assets

$2,452,979

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin24th percentile

Revenue

Flat

$128,555

Flat from 2023

Expenses

Flat

$150,003

Flat from 2023

Net Income

Flat

-$21,448

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,340,970Liabilities 2011: $02011Assets 2012: $2,334,711Liabilities 2012: $02012Assets 2013: $2,441,250Liabilities 2013: $02013Assets 2014: $2,582,817Liabilities 2014: $0Net Assets 2014: $2,582,8172014Assets 2015: $2,551,288Liabilities 2015: $0Net Assets 2015: $2,551,2882015Assets 2018: $2,438,514Liabilities 2018: $0Net Assets 2018: $2,438,5142018Assets 2019: $2,409,650Liabilities 2019: $0Net Assets 2019: $2,409,6502019Assets 2020: $2,395,454Liabilities 2020: $12020Assets 2021: $2,387,217Liabilities 2021: $0Net Assets 2021: $2,387,2172021Assets 2022: $2,473,434Liabilities 2022: $0Net Assets 2022: $2,473,4342022Assets 2023: $2,452,979Liabilities 2023: $0Net Assets 2023: $2,452,9792023Assets 2023: $2,452,979Liabilities 2023: $12023

Highlighted filing

2023

Assets$2,452,979
Liabilities$0
Net Assets$2,452,979
Open 2023 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $51,653Expenses 2011: $16,428Net Income 2011: $35,2252011Revenue 2012: $139,988Expenses 2012: $141,918Net Income 2012: -$1,9302012Revenue 2013: $249,833Expenses 2013: $145,040Net Income 2013: $104,7932013Revenue 2014: $189,339Expenses 2014: $42,147Net Income 2014: $147,1922014Revenue 2015: $118,488Expenses 2015: $153,387Net Income 2015: -$34,8992015Revenue 2018: $123,148Expenses 2018: $154,873Net Income 2018: -$31,7252018Revenue 2019: $126,673Expenses 2019: $154,652Net Income 2019: -$27,9792019Revenue 2020: $141,787Expenses 2020: $155,327Net Income 2020: -$13,5402020Revenue 2021: $178,181Expenses 2021: $185,068Net Income 2021: -$6,8872021Revenue 2022: $135,074Expenses 2022: $46,023Net Income 2022: $89,0512022Revenue 2023: $128,555Expenses 2023: $150,003Net Income 2023: -$21,4482023Revenue 2023: $128,555Expenses 2023: $150,003Net Income 2023: -$21,4482023

Highlighted filing

2023

Revenue$128,555
Expenses$150,003
Net Income-$21,448
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 23, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ACo-Trustee-$26,550-$26,550
DR SEAVER T PAIGECo-TrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKECK SCHOOL OF MEDICINEUNRESTRICTED GENERALPCLOS ANGELES, CA, US$119,828
Filing and Contact Details

Filer

Filer Name
Roy E Thomas Medical Foundation
EIN
95-3190677
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2024-04-23
Raw XML Appendix350 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt071269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt175288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt295027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt370911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4130293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5139832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6180204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt753314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt899788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9113597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1094536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11102117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12159175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13586954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1470880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15173619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16156408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0112659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt266756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt363950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4157720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5242130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6336165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt761908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8101160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt982597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10178550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1197193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12125435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13822618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1467907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15148289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16133088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0922908553 VANGUARD REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172200Q182 PIMCO ALL ASSET ALL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2464288448 ISHARES INTL SELECT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm374925K581 BOSTON PARTNERS LONG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4592905509 METROPOLITAN WEST TO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5233051200 XTRACKERS MSCI EAFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6922908751 VANGUARD SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7922908629 VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm846432F842 ISHARES TR CORE MSCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm946434G103 ISHARES INC CORE MSC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1019766M659 COLUMBIA SELECT LARG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1119766M840 COLUMBIA DIVIDEND IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1219765M213 COLUMBIA SHORT TERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1319765Y274 COLUMBIA BOND FUND C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14258620103 DOUBLELINE TOTAL RET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1519766P694 COLUMBIA SELECT LARG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1648121L114 JP MORGAN STRATEGIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17258620566 DOUBLELINE TOTAL RET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18592905764 METROPOLITAN WEST TO
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt079190
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt049365
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0128555
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0128555
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt049365
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010620
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015930
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt026550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0119828
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0119828
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt078045
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt079190
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-21448
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt049365
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt049365
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0109403
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01327
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0130948
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0150003
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0127410
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0128555
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011120
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018007
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030175
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt049365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt049365
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-21448
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01847
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02840
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02454826
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02473434
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02452979
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0140273
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0137433
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0140273
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0138954
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt02840
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01521
IRS990PF/DistributableAmountGrp/TotalTaxAmt01521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01616
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01521
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01616
IRS990PF/FMVAssetsEOYAmt02923084
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02473434
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02452979
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02342760
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02373212
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02843317
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0130674
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt079767
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt079767
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02473434
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02452979
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02923084
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02473434
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02452979
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02473434
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02452979
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02821404
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0142237
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02679167
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt042321
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0138954
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02779083
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02821404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt026550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DR SEAVER T PAIGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 653067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt193 SAN CARLOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAUSALITO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0752653067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1949652017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0130948
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0130948
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 653067
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0752653067
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08888663275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER DESCRIBING NEED FOR FUNDS AND PROOF OF CHARITABLE STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BANK OF AMERICA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02132480098
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0515 S FLOWER ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0900712201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0DISTRIBUTIONS ARE MADE SOLELY FOR CHARITABLE PURPOSES OF A MEDICAL NATURE. PURPOSES MAY INCLUDE: EQUIPPING SCHOOLS, HOSPITALS, LABORTORIES, LIBRARIES, CLINICS AND MEDICAL FACILITIES; RESEARCH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINES
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0119828
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KECK SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0UNIVERSITY OF SOUTHERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090089
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0119828
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011120
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0119828
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0140273
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0130948
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0129153
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0119828
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0383
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11443
OtherDecreasesSchedule/OtherDecreasesDetail/Amt221
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCOME ADJ
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1C/V ADJ
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2COST ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02840
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RECOVERY
TaxesSchedule/TaxesDetail/Amt01048
TaxesSchedule/TaxesDetail/Amt1738
TaxesSchedule/TaxesDetail/Amt2589
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1738
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2589
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROY E THOMAS MEDICAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0953190677
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-04-24T09:01:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,452,979
Liabilities
$0
Net assets
$2,452,979
Revenue
$128,555
Expenses
$150,003
Net income
-$21,448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.13$0.15$0.02
2023Summary only. Only limited summary data is available for this year.$2.45$0.00$0.13$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.14$0.05$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.18$0.19$0.01
2020Summary only. Only limited summary data is available for this year.$2.40$0.00$0.14$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.13$0.15$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.12$0.15$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.12$0.15$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.19$0.04$0.15
2013Summary only. Only limited summary data is available for this year.$2.44$0.00$0.25$0.15$0.10
2012Summary only. Only limited summary data is available for this year.$2.33$0.00$0.14$0.14$0.00
2011Summary only. Only limited summary data is available for this year.$2.34$0.00$0.05$0.02$0.04