2023-11-09T14:55:06-06:00 2022-12-31 921420131 CBIZ SOMERSET 3925 RIVER CROSSING PKWY STE 100 INDIANAPOLIS IN 46240 990PF 2022-01-01 872730145 THOMPSON THRIFT FOUNDATION INC THOM 8122355959 901 WABASH AVE STE 300 TERRE HAUTE IN 478073233 PAUL THRIFT PRESIDENT AND DIRECTOR 5133812838 2023-10-25 1 PAUL THRIFT 999009999 1 SUSIE M KEATON CPA P00765420 3174722200 2023-10-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 5395852 X 4250002 82420 82420 2123680 4397390 2123680 6456102 2206100 0 0 0 0 0 23171 11586 0 11585 2250 1125 0 1125 6652 6652 0 0 247 247 0 0 957 938 0 0 33277 20548 0 12710 228600 228600 261877 20548 0 241310 6194225 2185552 0 33000 153706 153706 149806 1485450 1656509 744660 3617162 3585637 927466 5256318 5395852 0 0 X 0 0 0 0 927466 5256318 927466 5256318 927466 5256318 927466 6194225 0 7121691 1865373 5256318 OXFORD - 2294 P 2022-05-25 2022-11-18 93201 105338 -12137 -12137 OXFORD - 2294 P 2021-03-04 2022-05-25 1503926 1167464 336462 336462 OXFORD - 9135 P 2021-06-23 2022-05-25 23653 23814 -161 -161 OXFORD - 9135 P 2018-03-01 2022-05-25 2750714 977094 1773620 1773620 CAPITAL GAINS DIVIDENDS P 25896 25896 25896 2123680 30379 0 30379 0 30379 0 0 40000 0 40000 1410 8211 8211 0 0 0 0 0 0 0 1 0 0 0 1 1 IN 1 0 0 0 0 1 N/A PAUL THRIFT 3174722200 901 WABASH AVENUE SUITE 300 TERRE HAUTE IN 47807 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 1815689 62046 0 1877735 0 0 1877735 28166 1849569 92478 92478 30379 30379 62099 0 62099 0 62099 241310 0 241310 62099 7157 0 0 241310 7157 0 0 62099 172054 0 0 172054 0 0 0 0 0 0 0 172054 172054 PAUL THRIFT JOHN THOMPSON ANGIE THRIFT JENNIFER THOMPSON PAUL THRIFT 901 WABASH AVENUE SUITE 300 TERRE HAUTE IN 47807 5133812838 SUFFICIENT WRITTEN DETAILS TO DETERMINE NEED AND PURPOSE. NONE. LIMITED TO SEC. 501(C)(3) PURPOSES. HEART CHANGE MINISTRIES 1405 N TUXEDO ST INDIANAPOLIS IN 46201 NO RELATION PC GENERAL 40000 CRISIS PREGNANCY CENTER OF THE WABASH VALLEY 530 WABASH AVE TERRE HAUTE IN 47807 NO RELATION PC GENERAL FUND 18000 NEXT STEP FOUNDATION INC 619 WASHINGTON AVE TERRE HAUTE IN 47802 NO RELATION PC GENERAL FUND 25000 WORLD HOPE INTERNATIONAL 1330 BRADDOCK PLACE SUITE 301 ALEXANDRIA VA 22314 NO RELATION PC GENERAL FUND 60000 THE ROSSER FOUNDATION - ICM 1901 N ARMISTEAD AVE HAMPTON VA 236664311 NO RELATION PC GENERAL FUND 30000 VICENTE FUERRERO GENERA ELEMENTARY SCHOOL ZONE 087 SECTOR 10 CCT12DPRO592D MX NO RELATION PC GENERAL FUND 25000 SKILLED KNOWLEDEABLE YOUTH 170 SUNSET TRAIL ALABASTER AL 35007 NO RELATION PC GENERAL FUND 5600 APARTMENT LIFE INC 2124 L DON DODSON DRIVE 1369 BEDFORD TX 76021 NO RELATION PC GENERAL FUND 25000 228600 0 14 82420 18 2123680 0 2206100 0 2206100 0 0 0 0 0 0 0 0 0 0 X X 1 PAUL M THRIFT 901 WABASH AVE TERRE HAUTE IN 47807 824816 X 2 PAUL M THRIFT 901 WABASH AVE TERRE HAUTE IN 47807 273044 X 3 PAUL M THRIFT 901 WABASH AVE TERRE HAUTE IN 47807 652140 X 4 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 141268 X 5 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 290493 X 6 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 94237 X 7 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 55793 X 8 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 108660 X 9 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 60530 X 10 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 95569 X 11 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 158536 X 12 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 186980 X 13 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 206624 X 14 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 260490 X 15 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 61823 X 16 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 101957 X 17 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 270384 X 18 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 86834 X 19 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 53415 X 20 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 116465 X 21 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 60989 X 22 JOHN THOMPSON 901 WABASH AVE TERRE HAUTE IN 47807 88955 X 2 2059 SHS SPDR HEALTHCARE (XLV) 273044 2022-11-08 3 22,441.163 SHS COLUMBIA DIVIDEND & INCOME (GSFTX) 652140 2022-11-08 5 2,127.1403 SHS APPLE (APPL) 290493 2022-11-09 6 1,199.6246 SHS NEXTERA ENERGY (NEE) 94237 2022-11-09 7 200 SHS MCDONALDS (MCD) 55793 2022-11-09 8 440 SHS DOLLAR GENERAL (DG) 108660 2022-11-09 9 601 SHS CVS 60530 2022-11-09 10 3,224.8606 SHS CSX 95569 2022-11-09 11 700 SHS MICROSOFT (MSFT) 158536 2022-11-09 12 1,410 SHS SPDR HELATHCARE (XLV) 186980 2022-11-08 13 1,141 SHS VANGUARD INDUSTRIALS (VIS) 206624 2022-11-08 14 475 SHS UNITED HEALTH 260490 2022-11-08 15 550 SHS QUALCOMM (QCOM) 61823 2022-11-08 16 565 SHS PEPSICO (PEP) 101957 2022-11-08 17 1,339 SHS VISA (V) 270384 2022-11-08 18 300 SHS AMGEN (AMGN) 86834 2022-11-08 19 600 SHS ALPHABET STK C (GOOG) 53415 2022-11-08 20 4,007.7340 SHS COLUMBIA DIVIDEND & INCOME (GSFTX) 116465 2022-11-08 21 300 SHS AMERICAN TOWER CORP (AMT) 60989 2022-11-08 22 1,000 SHS ALPHABET STK A (GOOGL) 88955 2022-11-08 ACCOUNTING 2250 1125 0 1125 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. DODGE & COX INCOME CL I 758600 748108 DODGE & COX INCOME CL I 527300 519827 GMO OPPORTUNISTIC INCOME FUND INSTL 187800 183379 GMO OPPORTUNISTIC INCOME FUND INSTL 130400 127410 ISHARES TR MSCI USA MMENTM 13133 13571 ISHARES TR MSCI USA MMENTM 19474 19846 JPMORGAN CORE BOND CLASS I 751600 748218 JPMORGAN CORE BOND CLASS I 520600 520173 VANGUARD INDEX FDS VANGUARD TOTAL STK 218736 210118 VANGUARD INDEX FDS VANGUARD TOTAL STK 149475 143393 VANGUARD INFLATION PROCTED SEC ADM CL 131700 127205 VANGUARD INFLATION PROCTED SEC ADM CL 190000 182866 VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 11029 19484 VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 7315 22039 ALPHABET INC CAP STK CL A 20459 89553 ALPHABET INC CAP STK CL A 100281 89465 AMERICAN BEACON AHL MNGD FUTURES STRAT Y 98600 84102 AMERICAN BEACON AHL MNGD FUTURES STRAT Y 61200 52335 APPLE INC 99066 86533 APPLE INC 12932 86552 AQR LARGE CAP DEFENSIVE STYLE R6 24100 21907 AQR LARGE CAP DEFENSIVE STYLE R6 16400 14974 BAILLIE GIFFORD EMERG MRKTS EQ INSTL 27900 25829 BAILLIE GIFFORD EMERG MRKTS EQ INSTL 19200 17578 CAUSEWAY INTERNATNAL VALUE INSTL 54600 55071 CAUSEWAY INTERNATNAL VALUE INSTL 37300 37594 CSX CORP COM USD1 99638 98888 CSX CORP COM USD1 22625 98946 DFA GLOBAL REAL ESTATE SEC PORTFOLIO 13400 11509 DFA GLOBAL REAL ESTATE SEC PORTFOLIO 19500 17111 DFA US LARGE CAP VALUE PRTF INSTL 13200 12529 DFA US LARGE CAP VALUE PRTF INSTL 4400 4170 GMO ALTERNATIVE ALLOCATION FD I 62000 63302 GMO ALTERNATIVE ALLOCATION FD I 99600 102006 GMO RESOURCES FUND I 12900 11327 GMO RESOURCES FUND I 18900 16831 GOLDMAN SACHS GQG PARTNERS INTL OPP I 38600 35975 GOLDMAN SACHS GQG PARTNERS INTL OPP I 56000 52832 KOPERNIK GLOBAL ALL CAP FUND INSTL 19200 16621 KOPERNIK GLOBAL ALL CAP FUND INSTL 28000 24483 LAZARD GLOBAL LISTED INFRASTRUCTE INSTL 18900 16198 LAZARD GLOBAL LISTED INFRASTRUCTE INSTL 13000 11006 MCDONALD S CORP 61403 97506 MCDONALD S CORP 100746 96979 NUANCE CONCENTRATED VAL LG SHT INSTIT CL 101100 98990 NUANCE CONCENTRATED VAL LG SHT INSTIT CL 63400 61518 PZENA EMERGING MRKTS FOCUSED VAL INSTL 27800 27528 PZENA EMERGING MRKTS FOCUSED VAL INSTL 19100 18761 LEGAL FEES 23171 11586 0 11585 COST BASIS ADJUSTMENT 1865373 FIDELITY ACCOUNT FEES 6652 6652 0 0 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