THOMPSON THRIFT FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THOMPSON THRIFT FOUNDATION INC (EIN 87-2730145)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433189349102938
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T14:31:34-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481111111 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3925 RIVER CROSSING PKWY STE 100 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 872730145 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON THRIFT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 8122355959 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 WABASH AVE STE 300 | AddressLine1Txt |
| City | TERRE HAUTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 478073233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL THRIFT | PersonNm |
| Person Title | PRESIDENT AND DIRECTOR | PersonTitleTxt |
| Phone | 5133812838 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSIE M KEATON | PreparerPersonNm |
| PTIN | P00765420 | PTIN |
| Phone | 3174722200 | PhoneNum |
| Preparation | 2024-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,553,524 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $174,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,888 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $528,955 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,087 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $193,975 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,975 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,496 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,248 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,248 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,485 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,243 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,243 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,660 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,660 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,453 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $853 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,832 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,916 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,916 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,926 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $404,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $404,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $491,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $416,482 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$297,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $167,055 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $153,706 | CashBOYAmt |
| Cash EOY | $203,765 | CashEOYAmt |
| Cash EOYFMV | $203,765 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,485,450 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,356,996 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,808,895 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,617,162 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,409,355 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,540,864 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,256,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,970,116 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,553,524 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $315 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $315 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,256,318 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,969,801 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,256,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,969,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,256,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,970,116 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,256,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$297,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,509 | OtherIncreasesAmt |
| Subtotal | $4,969,801 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,969,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| OXFORD X9135 | P | 2023-01-13 | 2023-12-31 | $136,612 | $137,490 | -$878 | -$878 |
| OXFORD X9135 | P | 2019-01-31 | 2023-12-31 | $385,340 | $368,688 | $16,652 | $16,652 |
| OXFORD X2294 | P | 2022-05-25 | 2023-01-23 | $4,000 | $3,690 | $310 | $310 |
| CAPITAL GAINS DIVIDENDS | P | $3,003 | $3,003 | $3,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,087 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,322 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,322 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,322 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,811 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,811 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,489 | OverpaymentAmt |
| Applied To ES Tax | $2,400 | AppliedToESTaxAmt |
| Refund | $11,089 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL THRIFT | IndividualWithBooksNm |
| Phone | 3174722200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 WABASH AVENUE SUITE 300 | AddressLine1Txt |
| City | TERRE HAUTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL THRIFT | ||||||||
| 901 WABASH AVENUE STE 300 | TERRE HAUTE | IN | 47807 | PRESIDENT AND DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN THOMPSON | ||||||||
| 901 WABASH AVENUE STE 300 | TERRE HAUTE | IN | 47807 | SECRETARY, TREASURER, AND DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANGIE THRIFT | ||||||||
| 901 WABASH AVENUE STE 300 | TERRE HAUTE | IN | 47807 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JENNIFER THOMPSON | ||||||||
| 901 WABASH AVENUE STE 300 | TERRE HAUTE | IN | 47807 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $5,488,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,626,521 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,626,521 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,398 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,542,123 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $277,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $277,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,322 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,322 | TotalTaxAmt |
| Distributable Before Adj | $274,784 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $274,784 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $274,784 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $416,482 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $416,482 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $274,784 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $172,054 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $172,054 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $416,482 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $274,784 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,698 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $313,752 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $313,752 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $172,054 | ExcessFromYear1Amt |
| Excess From Current Year | $141,698 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL THRIFT | ContributingManagerNm |
| Contributing Manager | JOHN THOMPSON | ContributingManagerNm |
| Contributing Manager | ANGIE THRIFT | ContributingManagerNm |
| Contributing Manager | JENNIFER THOMPSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL THRIFT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 WABASH AVENUE SUITE 300 | AddressLine1Txt |
| City | TERRE HAUTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5133812838 | RecipientPhoneNum |
| Form And Info And Materials | SUFFICIENT WRITTEN DETAILS TO DETERMINE NEED AND PURPOSE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO SEC. 501(C)(3) PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| HEART CHANGE MINISTRIES | |||||||||
| 1405 N TUXEDO ST | INDIANAPOLIS | IN | 46201 | NO RELATION | PC | GENERAL | $280,000 | ||
| NEXT STEP FOUNDATION INC | |||||||||
| 619 WASHINGTON AVE | TERRE HAUTE | IN | 47802 | NO RELATION | PC | GENERAL FUND | $10,575 | ||
| THE ROSSER FOUNDATION - ICM | |||||||||
| 1901 N ARMISTEAD AVE | HAMPTON | VA | 236664311 | NO RELATION | PC | GENERAL FUND | $48,000 | ||
| VICENTE FUERRERO GENERA ELEMENTARY SCHOOL | |||||||||
| NO RELATION | PC | GENERAL FUND | $25,000 | ZONE 087 SECTOR 10 CCT12DPRO592D | MX | ||||
| EMPATHY & COMPASSION | |||||||||
| 717 HEADLEY AVENUE | LEXINGTON | KY | 40508 | NO RELATION | PC | GENERAL FUND | $28,000 | ||
| THE LIONS TRIBE ACADEMY | |||||||||
| 21508 N 970TH STREET | MARSHALL | IL | 62441 | NO RELATION | PC | GENERAL FUND | $10,000 | ||
| WABASH VALLEY YOUTH FOR CHRIST INC | |||||||||
| PO BOX 3052 | TERRE HAUTE | IN | 47803 | NO RELATION | PC | GENERAL FUND | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $404,075 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,888 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,087 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $193,975 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,975 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,485 | Amt |
| Net Investment Income | $2,243 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,243 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME CL I | $1,218,119 | $1,247,128 |
| JPMORGAN CORE BOND CLASS I | $1,198,038 | $1,219,458 |
| VANGUARD INFLATION PROCTED SEC ADM CL | $311,321 | $300,810 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK | $305,162 | $363,658 |
| GMO OPPORTUNISTIC INCOME FUND INSTL | $293,191 | $289,767 |
| ETF SER SOLUTIONS DISTILLATE | $42,008 | $45,223 |
| AMERICAN CENTY ETF TR AVANTIS US | $32,212 | $36,100 |
| VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | $9,304 | $38,720 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BEACON AHL MNGD FUTURES STRAT Y | $171,800 | $141,109 |
| MCDONALD S CORP | $162,148 | $218,824 |
| NUANCE CONCENTRATED VAL LG SHT INSTIT CL | $145,090 | $140,723 |
| GMO ALTERNATIVE ALLOCATION FD I | $134,399 | $138,889 |
| CSX CORP COM USD1 | $122,264 | $221,398 |
| ALPHABET INC CAP STK CL A | $120,740 | $283,431 |
| APPLE INC | $111,998 | $256,477 |
| GOLDMAN SACHS GQG PARTNERS INTL OPP I | $78,884 | $89,453 |
| CAUSEWAY INTERNATNAL VALUE INSTL | $69,814 | $87,097 |
| BAILLIE GIFFORD EMERG MRKTS EQ INSTL | $46,133 | $46,725 |
| KOPERNIK GLOBAL ALL CAP FUND INSTL | $38,709 | $35,493 |
| PZENA EMERGING MRKTS FOCUSED VAL INSTL | $36,817 | $41,538 |
| DFA GLOBAL REAL ESTATE SEC PORTFOLIO | $32,900 | $30,271 |
| LAZARD GLOBAL LISTED INFRASTRUCTE INSTL | $31,900 | $29,272 |
| GMO RESOURCES FUND I | $31,800 | $26,198 |
| DFA US LARGE CAP VALUE PRTF INSTL | $21,600 | $21,997 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,496 | LegalFeesAmt |
| Net Investment Income | $3,248 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,248 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PROFESSIONAL EXPENSE | Desc |
| Revenue And Expenses Per Books | $13,832 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,916 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,916 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $10,509 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDELITY ACCOUNT FEES | CategoryTxt |
| Amt | $13,660 | Amt |
| Net Investment Income | $13,660 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID - OXFORD 9135 | $853 | $853 | $0 | $0 |
| 990PF TAX | $47,600 | $0 | $0 | $0 |
Comments