Statement as of December 31, 2013 (Provisional)
The IanThom Foundation is a 501(c)3 charity that Thom and I set up as part of our estate planning to ensure that, in the event of either of our deaths, our tradition of charitable giving to LGBT related, AIDS related, human rights and arts related charities could continue. After Thom’s death on November 13th, 2000, the foundation was formalized with Ian C. Gibson-Smith, Julia Lam, Laura Olsen, Susan Ludwig, Melinda Daniels and Lori Kluber as the trustees. The Foundation pays no expenses, fees or salaries other than bank charges and PayPal fees so that 100% of your donations are used to support these organizations. Information on the organizations supported by the Foundation can be found at www.ianthom.org. We also welcome suggestions from our donors of groups who could benefit from our assistance. Of particular interest are small community based groups where a small donation can go a long way.
Balance Sheet and Income/Expense Statement
| INCOME |
|
EXPENSES |
|
Tax Forms |
| Donations Received 2000 |
$53,700.00 |
|
|
|
| Donations Received 2001 |
$55,220.00 |
Donations Made 2001 |
$11,575.00 |
|
| Donations Received 2002 |
$43,949.06 |
Donations Made 2002 |
$20,670.00 |
|
| Donations Received 2003 |
$44,450.50 |
Donations Made 2003 |
$32,865.00 |
|
| Donations Received 2004 |
$15,498.96 |
Donations Made 2004 |
$34,100.00 |
|
| Donations Received 2005 |
$97,570.00 |
Donations Made 2005 |
$101,192.00 |
|
| Donations Received 2006 |
$173,560.01 |
Donations Made 2006 |
$204,385.01 |
|
| Donations Received 2007 |
$120,105.97 |
Donations Made 2007 |
$111,819.75 |
|
| Donations Received 2008 |
$13,418.14 |
Donations Made 2008 |
$23,570.00 |
|
| Donations Received 2009 |
$16,800.00 |
Donations Made 2009 |
$19,300.00 |
|
| Donations Received 2010 |
$21,445.00 |
Donations Made 2010 |
$16,650.00 |
|
| Donations Received 2011 |
$67,518.00 |
Donations Made 2011 |
$30,250.00 |
990 990a 99b |
| Donations Received 2012 |
$19,475.00 |
Donations Made 2012 |
$30,550.00 |
|
| Donations Received 2013 |
$10,620.00 |
Donations Made 2013o |
$24,281.00 |
|
| Total Donations Received: |
$753,330 |
Total Donations Made: |
$661,207.00 |
|
| |
|
|
|
|
| Investment Income 2001 |
$3,534.34 |
|
Expenses |
|
| Investment Income 2002 |
-$1,375.88 |
|
$29.50 |
|
| Investment Income 2003 |
$11,557.50 |
|
$0.00 |
|
| Investment Income 2004 |
$12,651.41 |
|
$55.00 |
|
| Investment Income 2005 |
$5,283.07 |
|
$0.00 |
|
| Investment Income 2006 |
$5,497.12 |
|
$0.00 |
|
| Investment Income 2007 |
$9,458.98 |
|
$132.63 |
|
| Investment Income 2008 |
$6,012.91 |
|
$86.98 |
|
| Investment Income 2009 |
$3,198.54 |
|
$81.85 |
|
| Investment Income 2010 |
$1,253.00 |
Paypal Fees |
$125.00 |
|
| Investment Income 2011 |
$3,170.00 |
Paypal Fees |
$49.53 |
|
| Investment Income 2012 |
$4,476.00 |
Paypal Fees |
$10.00 |
|
| Investment Income 2013 |
$ |
Paypal Fees |
$95.21 |
|
| Unrealized Gain/Loss on Investments |
$69,350 |
|
|
|
| Total Investment Income |
$134,067 |
Total Misc. Expenses: |
$666.00 |
|
| |
|
|
|
|
| Total Income |
$887,398 |
Total Expenses: |
$661,874 |
|
| |
|
|
|
|
| |
|
|
|
|
| FOUNDATION BALANCE DECEMBER 31, 2013 |
|
$225,524 |
| |
| Charles Schwab Money Market Account |
|
$9,319 |
| Funds/Stocks with Schwab |
|
$215,880 |
| Kiva Fund Balance |
|
$325.00 |
| Paypal Account Balance |
|
$0 |
| |
|
|
| |
|
|
