THOMPSON THRIFT FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THOMPSON THRIFT FOUNDATION INC (EIN 87-2730145)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202611319349103541
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T14:11:17-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN921420131PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13925 RIVER CROSSING PKWY STE 100AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN872730145EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMPSON THRIFT FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHOMBusinessNameControlTxt
Phone8122355959PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1901 WABASH AVE STE 300AddressLine1Txt
CityTERRE HAUTECityNm
State AbbreviationINStateAbbreviationCd
ZIP478073233ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL THRIFTPersonNm
Person TitlePRESIDENT AND DIRECTORPersonTitleTxt
Phone5133812838PhoneNum
Signature2026-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSIE M KEATONPreparerPersonNm
PTINP00765420PTIN
Phone3174722200PhoneNum
Preparation2026-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,533,137FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,782,913ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,025InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,025InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$334,145DividendsRevAndExpnssAmt
Dividends Net Invst Incm$334,145DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,236,432NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,900,320GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,236,432CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,354,515TotalRevAndExpnssAmt
Total Net Invst Incm$3,571,602TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$130LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$65LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$65LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,699AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,350AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,349AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,160OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,160OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$50InterestRevAndExpnssAmt
Interest Net Invst Incm$50InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$36,039TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,928TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$22OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$22OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$60,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,575TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,414TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,281,230ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,281,230ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,341,330TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,575TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,283,644TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,013,185ExcessRevenueOverExpensesAmt
Net Investment Income$3,544,027NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$138,028CashBOYAmt
Cash EOY$339,159CashEOYAmt
Cash EOYFMV$339,159CashEOYFMVAmt
Corporate Stock BOY$1,800,572CorporateStockBOYAmt
Corporate Stock EOY$4,776,708CorporateStockEOYAmt
Corporate Stock EOYFMV$5,791,101CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,330,750CorporateBondsBOYAmt
Corporate Bonds EOY$5,113,407CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,402,877CorporateBondsEOYFMVAmt
Total Assets BOY$7,269,350TotalAssetsBOYAmt
Total Assets EOY$10,229,274TotalAssetsEOYAmt
Total Assets EOYFMV$11,533,137TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,269,350RetainedEarningBOYAmt
Retained Earning EOY$10,229,274RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,269,350TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,229,274TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,269,350TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,229,274TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,269,350TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,013,185ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,282,535SubtotalAmt
Other Decreases$3,053,261OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,229,274TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
OXFORD - 9135P2025-12-31$1,609,257$1,518,212$91,045$91,045
OXFORD - 9135P2025-12-31$6,207,007$3,145,676$3,061,331$3,061,331
CAPITAL GAINS DIVIDENDSP$84,056$84,056$84,056
FieldValueIRS element (for citing)
Capital Gain Net Income$3,236,432CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$49,262InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$49,262SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$49,262TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$22,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$22,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$27,262TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPAUL THRIFTIndividualWithBooksNm
Phone3174722200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1901 WABASH AVENUE SUITE 300AddressLine1Txt
CityTERRE HAUTECityNm
State AbbreviationINStateAbbreviationCd
ZIP47807ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL THRIFT
901 WABASH AVENUE STE 300TERRE HAUTEIN47807PRESIDENT AND DIRECTOR0.00$0$0$0
JOHN THOMPSON
901 WABASH AVENUE STE 300TERRE HAUTEIN47807SECRETARY, TREASURER, AND DIRECTOR0.00$0$0$0
ANGIE THRIFT
901 WABASH AVENUE STE 300TERRE HAUTEIN47807DIRECTOR0.00$0$0$0
JENNIFER THOMPSON
901 WABASH AVENUE STE 300TERRE HAUTEIN47807DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,328,358AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$114,082AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,442,440TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,442,440AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$126,637CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,315,803NetVlNoncharitableAssetsAmt
Minimum Investment Return$415,790MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$415,790MinimumInvestmentReturnAmt
Tax Based On Investment Income$49,262TaxBasedOnInvestmentIncomeAmt
Total Tax$49,262TotalTaxAmt
Distributable Before Adj$366,528DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$366,528DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$366,528DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,283,644ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,283,644QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$366,528DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$172,054ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$141,698ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$710,713ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,024,465TotalExcessDistributionCyovAmt
Qualifying Distributions$1,283,644QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$366,528AppliedToCurrentYearAmt
Remaining Distri From Corpus$917,116RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,941,581TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,941,581ExcessDistriCyovToNextYrAmt
Excess From Year3$172,054ExcessFromYear3Amt
Excess From Year2$141,698ExcessFromYear2Amt
Excess From Year1$710,713ExcessFromYear1Amt
Excess From Current Year$917,116ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPAUL THRIFTContributingManagerNm
Contributing ManagerJOHN THOMPSONContributingManagerNm
Contributing ManagerANGIE THRIFTContributingManagerNm
Contributing ManagerJENNIFER THOMPSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPAUL THRIFTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1901 WABASH AVENUE SUITE 300AddressLine1Txt
CityTERRE HAUTECityNm
State AbbreviationINStateAbbreviationCd
ZIP47807ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5133812838RecipientPhoneNum
Form And Info And MaterialsSUFFICIENT WRITTEN DETAILS TO DETERMINE NEED AND PURPOSE.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsLIMITED TO SEC. 501(C)(3) PURPOSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1792 EXCHANGE
35 COMMERCIAL WAYSPRINGBOROOH45066NO RELATIONPCGENERAL FUND$100,000
A FRIENDS HOUSE INC
111 HENRY PARKWAYMCDONOUGHGA30253NO RELATIONPCGENERAL FUND$2,000
ANGLICAN CHURCH INTERNATIONAL
420 MAY STREETORANGE CITYFL32763NO RELATIONPCGENERAL FUND$5,300
APARTMENT LIFE INC
2124 L DON DODSON DRIVE 1369BEDFORDTX76021NO RELATIONPCGENERAL FUND$25,000
ATLANTA UNION MISSION CORPORATION
PO BOX 20017ATLANTAGA30325NO RELATIONPCGENERAL FUND$2,000
BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA INC
1433 N MERIDIAN STREETINDIANAPOLISIN46202NO RELATIONPCGENERAL FUND$7,500
BIG CAT HABITAT EDUCATION AND CONSERVATION CENTER INC
P O BOX 50217SARASOTAFL34232NO RELATIONPCGENERAL FUND$2,000
BIG LIFE FOUNDATION USA
1715 NORTH HERON DRIVERIDGEFIELDWA98642NO RELATIONPCGENERAL FUND$75,000
CAMP NAVIGATE INC
PO BOX 3687TERRE HAUTEIN47803NO RELATIONPCGENERAL FUND$3,000
CENTER FOR GLOBAL IMPACT INC
51 W MONROE STFRANKLININ46131NO RELATIONPCGENERAL FUND$2,500
CHAMPION MINISTRIES INC DBA GROUNDWIRE
923 S PERRY STCASTLE ROCKCO80104NO RELATIONPCGENERAL FUND$25,000
CIRCLE CITY FELLOWS INC
6542 GROSVENOR PLACEINDIANAPOLISIN46220NO RELATIONPCGENERAL FUND$2,000
CROSSROADS CARE CLINIC
530 WABASH AVENUETERRE HAUTEIN47807NO RELATIONPCGENERAL FUND$35,000
DONATE LIFE FOUNDATION
1110 HIGHLANDS PLAZA DR EAST 100ST LOUISMO63110NO RELATIONPCGENERAL FUND$5,000
EASTSIDE CHRISTIAN ACADEMY INC
2955 ERIE CANAL RDTERRE HAUTEIN478023976NO RELATIONPCGENERAL FUND$25,000
EMPATHY & COMPASSION
717 HEADLEY AVENUELEXINGTONKY40508NO RELATIONPCGENERAL FUND$52,000
FEDERATED INSURANCE FOUNDATION INC
121 EAST PARK SQUAREOWATONNAMN55060NO RELATIONPCGENERAL FUND$15,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129NO RELATIONPCGENERAL FUND$10,000
HEART CHANGE MINISTRIES
1405 N TUXEDO STINDIANAPOLISIN46201NO RELATIONPCGENERAL FUND$75,000
HEART FOR LEBANON FOUNDATION
PO BOX 1294BLACK MOUNTAINNC28711NO RELATIONPCGENERAL FUND$50,000
ILADD
1393 W OAK STZIONSVILLEIN46077NO RELATIONPCGENERAL FUND$25,000
INDIANA STATE UNIVERSITY FOUNDATION INC
30 N FIFTH STREETTERRE HAUTEIN47809NO RELATIONPCGENERAL FUND$10,000
INDIANA WISH INC
7212 NORTH SHADELAND AVENUE 100INDIANAPOLISIN46250NO RELATIONPCGENERAL FUND$2,500
INTERNATIONAL COOPERATING MINISTRIES
99 OLD OYSTER POINT ROADNEWPORT NEWSVA23602NO RELATIONPCGENERAL FUND$285,430
KEEP PENSACOLA BEAUTIFUL INC
PO BOX 10278PENSACOLAFL32524NO RELATIONPCGENERAL FUND$2,000
LIFEPOINT CHURCH INDY INC
8540 COMBS RDINDIANAPOLISIN462379570NO RELATIONPCGENERAL FUND$25,000
LOVELAND CENTER INC
157 S HAVANA RDVENICEFL34292NO RELATIONPCGENERAL FUND$2,000
MANES AND MIRACLES
43421 N FRIEND AVESAN TAN VALLEYAZ85140NO RELATIONPCGENERAL FUND$2,000
NATIONAL CHRISTIAN FOUNDATION INC
1150 SANCTUARY PARKWAY 350ALPHARETTAGA30009NO RELATIONPCGENERAL FUND$10,000
NEW STORY INC
245 N HIGHLAND AVE 230-610ATLANTAGA30307NO RELATIONPCGENERAL FUND$25,000
NEXT STEP FOUNDATION INC
619 WASHINGTON AVETERRE HAUTEIN47802NO RELATIONPCGENERAL FUND$156,000
OPEN EYES
1069 UNALI LNLEEDSAL35094NO RELATIONPCGENERAL FUND$10,000
OUTREACH INC
3038 SIDCO DRIVENASHVILLETN37204NO RELATIONPCGENERAL FUND$4,000
RELIANT FOUNDATION
1347 SE 15TH AVECANBYOR97013NO RELATIONPCGENERAL FUND$2,500
SAGAMORE INSTITUTE INC
PO BOX 301076INDIANAPOLISIN46230NO RELATIONPCGENERAL FUND$25,000
SKILLED KNOWLEDEABLE YOUTH
170 SUNSET TRAILALABASTERAL35007NO RELATIONPCGENERAL FUND$33,000
ST ANDREW ASSEMBLY OF GOD
2400 W 15TH STPANAMA CITYFL324011573NO RELATIONPCGENERAL FUND$12,000
ST PATRICK'S CATHOLIC CHURCH INDIANAPOLIS INC
950 PROSPECT STINDIANAPOLISIN462031897NO RELATIONPCGENERAL FUND$1,000
TERRE HAUTE CHILDREN'S MUSEUM INC
727 WABASH AVETERRE HAUTEIN47807NO RELATIONPCGENERAL FUND$5,000
TERRE HAUTE SYMPHONY ASSOCIATION
25 N 6TH STTERRE HAUTEIN47807NO RELATIONPCGENERAL FUND$2,500
THE CHILDREN'S HUNGER PROJECT INC
26 FORREST AVENUECOCOAFL32922NO RELATIONPCGENERAL FUND$2,000
THE LIONS TRIBE ACADEMY
21508 N 970TH STREETMARSHALLIL62441NO RELATIONPCGENERAL FUND$1,000
THE NAVIGATORS
3820 N 30TH STCOLORADO SPRINGSCO80904NO RELATIONPCGENERAL FUND$7,500
TURNING POINT USA INC
135 N PENNSYLVANIA ST 1610INDIANAPOLISIN46204NO RELATIONPCGENERAL FUND$100,000
VERITAS MINISTRIES
PO BOX 702046DALLASTX75370NO RELATIONPCGENERAL FUND$5,000
WABASH VALLEY COMMUNITY FOUNDATION INC
200 SOUTH 8TH STREETTERRE HAUTEIN47807NO RELATIONPCGENERAL FUND$1,000
WABASH VALLEY HABITAT FOR HUMANITY
1841 WABASH AVENUETERRE HAUTEIN47807NO RELATIONPCGENERAL FUND$2,000
WABASH VALLEY YOUTH FOR CHRIST INC
PO BOX 3052TERRE HAUTEIN47803NO RELATIONPCGENERAL FUND$3,500
YOUNG MENS CHRISTIAN ASSOCIATION OF THE WABASH VALLEY INC
225 E KRUZAN STREETBRAZILIN47834NO RELATIONPCGENERAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,281,230TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,025ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$334,145ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,236,432ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,571,602ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,571,602TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
FI3 FINANCIAL ADVISORS LLC
18900 KEYSTONE CROSSING SUITE 225INDIANAPOLISIN46240$5,000Yes (X)
JOHN THOMPSON
2901 WABASH AVE STE 300TERRE HAUTEIN47807$1,330,926Yes (X)
PAUL THRIFT
3901 WABASH AVE STE 300TERRE HAUTEIN47807$1,322,923Yes (X)
THOMPSON THRIFT HOLDING COMPANY
4901 WABASH AVE STE 300TERRE HAUTEIN47807$1,124,064Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2TOTAL STOCK DONATIONS OF $1,330,926 OF VARIOUS PUBLICLY TRADED SECURITIES$1,330,9262025-10-15
3TOTAL STOCK DONATIONS OF $1,322,923 OF VARIOUS PUBLICLY TRADED SECURITIES$1,322,9232025-11-21
4TOTAL STOCK DONATIONS OF $1,124,064 OF VARIOUS PUBLICLY TRADED SECURITIES$1,124,0642025-10-15

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,699Amt
Net Investment Income$2,350NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,349DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AVANTIS US SMALL CAP VALUE ETF$218,793$231,087
DODGE & COX INCOME CL I$868,070$909,237
ETF SER SOLUTIONS DISTILLATE$262,336$275,358
JPMORGAN CORE BOND CLASS I$839,073$864,118
LISTED FD TR HORIZON KINETICS$38,580$38,680
VANGUARD INDEX FDS VANGUARD TOTAL STK$1,899,792$1,912,045
VANGUARD INFLATION PROCTED SEC ADM CL$19,500$18,986
LISTED FD TR HORIZON KINETICS$191,772$205,050
VANGUARD INDEX FDS VANGUARD TOTAL STK$335,394$515,981
GMO MULTI ASSET CREDIT FUND CLASS I$28,400$27,734
GMO MULTI ASSET CREDIT FUND CLASS I$199,674$198,151
VANGUARD INFLATION PROCTED SEC ADM CL$212,023$206,450

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CAP STK CL A$120,278$635,077
APPLE INC$100,256$362,156
AQR EQUITY MARKET NEUTRAL FD CL I$385,000$380,747
BAILLIE GIFFORD EMERG MRKTS EQ INSTL$213,907$231,540
CAUSEWAY INTERNATNAL VALUE INSTL$69,226$101,866
CAUSEWAY INTERNATNAL VALUE INSTL$542,500$521,636
CSX CORP COM USD1$122,264$231,487
DFA US LARGE CAP VALUE PRTF INSTL$339,252$359,682
EFFICIENT ENHANCED MULTI ASSET FD I$389,359$390,895
GMO ALTERNATIVE ALLOCATION FD I$366,974$372,458
GMO RESOURCES FUND I$205,258$205,050
GMO RESOURCES FUND I$33,500$32,376
GOLDMAN SACHS GQG PARTNERS INTL OPP I$79,651$99,758
GOLDMAN SACHS GQG PARTNERS INTL OPP I$506,321$490,521
KOPERNIK GLOBAL ALL CAP FUND INSTL$235,429$217,884
KOPERNIK GLOBAL ALL CAP FUND INSTL$46,741$59,118
LAZARD GLOBAL LISTED INFRASTRUCTE INSTL$197,090$200,605
MCDONALD S CORP$162,148$225,555
PZENA EMERGING MRKTS FOCUSED VAL INSTL$33,823$47,999
POLAR CAPITAL INTL SMALL COMPANY$28,893$29,627
PZENA INTERNATIONAL SMALL CAP VALUE FD I$145,700$147,603
PZENA EMERGING MRKTS FOCUSED VAL INSTL$196,800$197,100
BAILLIE GIFFORD EMERG MRKTS EQ INSTL$25,992$26,704
POLAR CAPITAL INTL SMALL COMPANY$163,200$150,269
LAZARD GLOBAL LISTED INFRASTRUCTE INSTL$38,600$38,305
PZENA INTERNATIONAL SMALL CAP VALUE FD I$28,546$35,083

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$130LegalFeesAmt
Net Investment Income$65NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$65DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENTDesc
Amt$3,053,261Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPOSTAGEDesc
Revenue And Expenses Per Books$22RevenueAndExpensesPerBooksAmt
Net Investment Income$22NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFIDELITY ACCOUNT FEESCategoryTxt
Amt$19,160Amt
Net Investment Income$19,160NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID - OXFORD 9135$5,928$5,928$0$0
990PF TAX$30,111$0$0$0

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