THOMPSON THRIFT FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THOMPSON THRIFT FOUNDATION INC (EIN 87-2730145)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202323139349102167
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Acty Not Previously Rpt Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T14:55:06-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 921420131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ SOMERSET | 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 | 2022-01-01 | 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 | 2023-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | THRIFT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSIE M KEATON CPA | PreparerPersonNm |
| PTIN | P00765420 | PTIN |
| Phone | 3174722200 | PhoneNum |
| Preparation | 2023-10-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,395,852 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,250,002 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $82,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,420 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,123,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,397,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,123,680 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,456,102 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,206,100 | 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 | $23,171 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,586 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,585 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,652 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,652 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $247 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $247 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $957 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $938 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,548 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,710 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $228,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $228,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $261,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,548 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,194,225 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,185,552 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,000 | CashBOYAmt |
| Cash EOY | $153,706 | CashEOYAmt |
| Cash EOYFMV | $153,706 | CashEOYFMVAmt |
| Corporate Stock BOY | $149,806 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,485,450 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,656,509 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $744,660 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,617,162 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,585,637 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $927,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,256,318 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,395,852 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $927,466 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,256,318 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $927,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,256,318 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $927,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,256,318 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $927,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,194,225 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,121,691 | SubtotalAmt |
| Other Decreases | $1,865,373 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,256,318 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| OXFORD - 2294 | P | 2022-05-25 | 2022-11-18 | $93,201 | $105,338 | -$12,137 | -$12,137 |
| OXFORD - 2294 | P | 2021-03-04 | 2022-05-25 | $1,503,926 | $1,167,464 | $336,462 | $336,462 |
| OXFORD - 9135 | P | 2021-06-23 | 2022-05-25 | $23,653 | $23,814 | -$161 | -$161 |
| OXFORD - 9135 | P | 2018-03-01 | 2022-05-25 | $2,750,714 | $977,094 | $1,773,620 | $1,773,620 |
| CAPITAL GAINS DIVIDENDS | P | $25,896 | $25,896 | $25,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,123,680 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,379 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,379 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,410 | EsPenaltyAmt |
| Overpayment | $8,211 | OverpaymentAmt |
| Applied To ES Tax | $8,211 | AppliedToESTaxAmt |
| Refund | $0 | 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 | Yes (1) | 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 | Yes (1) | 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 | $1,815,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,046 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,877,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,877,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,849,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,379 | TotalTaxAmt |
| Distributable Before Adj | $62,099 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,099 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,099 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $241,310 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $241,310 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,099 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,157 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $241,310 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,157 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $172,054 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $172,054 | 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 | $172,054 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $172,054 | 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 (8 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 | $40,000 | ||
| CRISIS PREGNANCY CENTER OF THE WABASH VALLEY | |||||||||
| 530 WABASH AVE | TERRE HAUTE | IN | 47807 | NO RELATION | PC | GENERAL FUND | $18,000 | ||
| NEXT STEP FOUNDATION INC | |||||||||
| 619 WASHINGTON AVE | TERRE HAUTE | IN | 47802 | NO RELATION | PC | GENERAL FUND | $25,000 | ||
| WORLD HOPE INTERNATIONAL | |||||||||
| 1330 BRADDOCK PLACE SUITE 301 | ALEXANDRIA | VA | 22314 | NO RELATION | PC | GENERAL FUND | $60,000 | ||
| THE ROSSER FOUNDATION - ICM | |||||||||
| 1901 N ARMISTEAD AVE | HAMPTON | VA | 236664311 | NO RELATION | PC | GENERAL FUND | $30,000 | ||
| VICENTE FUERRERO GENERA ELEMENTARY SCHOOL | |||||||||
| NO RELATION | PC | GENERAL FUND | $25,000 | ZONE 087 SECTOR 10 CCT12DPRO592D | MX | ||||
| SKILLED KNOWLEDEABLE YOUTH | |||||||||
| 170 SUNSET TRAIL | ALABASTER | AL | 35007 | NO RELATION | PC | GENERAL FUND | $5,600 | ||
| APARTMENT LIFE INC | |||||||||
| 2124 L DON DODSON DRIVE 1369 | BEDFORD | TX | 76021 | NO RELATION | PC | GENERAL FUND | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $228,600 | 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 | $82,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,123,680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,206,100 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,206,100 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (22 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PAUL M THRIFT | |||||||
| 1 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $824,816 | Yes (X) | |
| PAUL M THRIFT | |||||||
| 2 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $273,044 | Yes (X) | |
| PAUL M THRIFT | |||||||
| 3 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $652,140 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 4 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $141,268 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 5 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $290,493 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 6 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $94,237 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 7 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $55,793 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 8 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $108,660 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 9 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $60,530 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 10 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $95,569 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 11 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $158,536 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 12 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $186,980 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 13 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $206,624 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 14 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $260,490 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 15 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $61,823 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 16 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $101,957 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 17 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $270,384 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 18 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $86,834 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 19 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $53,415 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 20 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $116,465 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 21 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $60,989 | Yes (X) | |
| JOHN THOMPSON | |||||||
| 22 | 901 WABASH AVE | TERRE HAUTE | IN | 47807 | $88,955 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (20 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 2059 SHS SPDR HEALTHCARE (XLV) | $273,044 | 2022-11-08 |
| 3 | 22,441.163 SHS COLUMBIA DIVIDEND & INCOME (GSFTX) | $652,140 | 2022-11-08 |
| 5 | 2,127.1403 SHS APPLE (APPL) | $290,493 | 2022-11-09 |
| 6 | 1,199.6246 SHS NEXTERA ENERGY (NEE) | $94,237 | 2022-11-09 |
| 7 | 200 SHS MCDONALDS (MCD) | $55,793 | 2022-11-09 |
| 8 | 440 SHS DOLLAR GENERAL (DG) | $108,660 | 2022-11-09 |
| 9 | 601 SHS CVS | $60,530 | 2022-11-09 |
| 10 | 3,224.8606 SHS CSX | $95,569 | 2022-11-09 |
| 11 | 700 SHS MICROSOFT (MSFT) | $158,536 | 2022-11-09 |
| 12 | 1,410 SHS SPDR HELATHCARE (XLV) | $186,980 | 2022-11-08 |
| 13 | 1,141 SHS VANGUARD INDUSTRIALS (VIS) | $206,624 | 2022-11-08 |
| 14 | 475 SHS UNITED HEALTH | $260,490 | 2022-11-08 |
| 15 | 550 SHS QUALCOMM (QCOM) | $61,823 | 2022-11-08 |
| 16 | 565 SHS PEPSICO (PEP) | $101,957 | 2022-11-08 |
| 17 | 1,339 SHS VISA (V) | $270,384 | 2022-11-08 |
| 18 | 300 SHS AMGEN (AMGN) | $86,834 | 2022-11-08 |
| 19 | 600 SHS ALPHABET STK C (GOOG) | $53,415 | 2022-11-08 |
| 20 | 4,007.7340 SHS COLUMBIA DIVIDEND & INCOME (GSFTX) | $116,465 | 2022-11-08 |
| 21 | 300 SHS AMERICAN TOWER CORP (AMT) | $60,989 | 2022-11-08 |
| 22 | 1,000 SHS ALPHABET STK A (GOOGL) | $88,955 | 2022-11-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FOR THE YEAR 2022, THE FOUNDATION MADE A DONATION TO VICENTE FUERRERO GENERA ELEMENTARY SCHOOL, WHICH IS BASED IN MEXICO, CONSTITUTING A FOREIGN DONATION. THE ORIGINAL FILING OF THE FORM 1023 DID NOT INDICATE ANY POTENTIAL FOR DONATING TO FOREIGN CHARITIES. THE ORGANIZATION DID CONFIRM THE VICENTE FUERRERO GENERA ELEMENTARY SCHOOL IS NOT ON THE SPECIALLY DESIGNATED NATIONALS AND BLOCKED PERSON LIST FOUND ON THE WEBSITE TREASURY.GOV. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME CL I | $758,600 | $748,108 |
| DODGE & COX INCOME CL I | $527,300 | $519,827 |
| GMO OPPORTUNISTIC INCOME FUND INSTL | $187,800 | $183,379 |
| GMO OPPORTUNISTIC INCOME FUND INSTL | $130,400 | $127,410 |
| ISHARES TR MSCI USA MMENTM | $13,133 | $13,571 |
| ISHARES TR MSCI USA MMENTM | $19,474 | $19,846 |
| JPMORGAN CORE BOND CLASS I | $751,600 | $748,218 |
| JPMORGAN CORE BOND CLASS I | $520,600 | $520,173 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK | $218,736 | $210,118 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK | $149,475 | $143,393 |
| VANGUARD INFLATION PROCTED SEC ADM CL | $131,700 | $127,205 |
| VANGUARD INFLATION PROCTED SEC ADM CL | $190,000 | $182,866 |
| VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | $11,029 | $19,484 |
| VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | $7,315 | $22,039 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CAP STK CL A | $20,459 | $89,553 |
| ALPHABET INC CAP STK CL A | $100,281 | $89,465 |
| AMERICAN BEACON AHL MNGD FUTURES STRAT Y | $98,600 | $84,102 |
| AMERICAN BEACON AHL MNGD FUTURES STRAT Y | $61,200 | $52,335 |
| APPLE INC | $99,066 | $86,533 |
| APPLE INC | $12,932 | $86,552 |
| AQR LARGE CAP DEFENSIVE STYLE R6 | $24,100 | $21,907 |
| AQR LARGE CAP DEFENSIVE STYLE R6 | $16,400 | $14,974 |
| BAILLIE GIFFORD EMERG MRKTS EQ INSTL | $27,900 | $25,829 |
| BAILLIE GIFFORD EMERG MRKTS EQ INSTL | $19,200 | $17,578 |
| CAUSEWAY INTERNATNAL VALUE INSTL | $54,600 | $55,071 |
| CAUSEWAY INTERNATNAL VALUE INSTL | $37,300 | $37,594 |
| CSX CORP COM USD1 | $99,638 | $98,888 |
| CSX CORP COM USD1 | $22,625 | $98,946 |
| DFA GLOBAL REAL ESTATE SEC PORTFOLIO | $13,400 | $11,509 |
| DFA GLOBAL REAL ESTATE SEC PORTFOLIO | $19,500 | $17,111 |
| DFA US LARGE CAP VALUE PRTF INSTL | $13,200 | $12,529 |
| DFA US LARGE CAP VALUE PRTF INSTL | $4,400 | $4,170 |
| GMO ALTERNATIVE ALLOCATION FD I | $62,000 | $63,302 |
| GMO ALTERNATIVE ALLOCATION FD I | $99,600 | $102,006 |
| GMO RESOURCES FUND I | $12,900 | $11,327 |
| GMO RESOURCES FUND I | $18,900 | $16,831 |
| GOLDMAN SACHS GQG PARTNERS INTL OPP I | $38,600 | $35,975 |
| GOLDMAN SACHS GQG PARTNERS INTL OPP I | $56,000 | $52,832 |
| KOPERNIK GLOBAL ALL CAP FUND INSTL | $19,200 | $16,621 |
| KOPERNIK GLOBAL ALL CAP FUND INSTL | $28,000 | $24,483 |
| LAZARD GLOBAL LISTED INFRASTRUCTE INSTL | $18,900 | $16,198 |
| LAZARD GLOBAL LISTED INFRASTRUCTE INSTL | $13,000 | $11,006 |
| MCDONALD S CORP | $61,403 | $97,506 |
| MCDONALD S CORP | $100,746 | $96,979 |
| NUANCE CONCENTRATED VAL LG SHT INSTIT CL | $101,100 | $98,990 |
| NUANCE CONCENTRATED VAL LG SHT INSTIT CL | $63,400 | $61,518 |
| PZENA EMERGING MRKTS FOCUSED VAL INSTL | $27,800 | $27,528 |
| PZENA EMERGING MRKTS FOCUSED VAL INSTL | $19,100 | $18,761 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $23,171 | LegalFeesAmt |
| Net Investment Income | $11,586 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,585 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $1,865,373 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDELITY ACCOUNT FEES | CategoryTxt |
| Amt | $6,652 | Amt |
| Net Investment Income | $6,652 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID - OXFORD 2294 | $381 | $381 | $0 | $0 |
| FOREIGN TAXES PAID - OXFORD 9135 | $557 | $557 | $0 | $0 |
| 2021 990-PF | $19 | $0 | $0 | $0 |
Comments