2026-05-11T14:11:17-05:00 2025-12-31 921420131 CBIZ ADVISORS LLC 3925 RIVER CROSSING PKWY STE 100 INDIANAPOLIS IN 46240 990PF 2025-01-01 872730145 THOMPSON THRIFT FOUNDATION INC THOM 8122355959 901 WABASH AVE STE 300 TERRE HAUTE IN 478073233 PAUL THRIFT PRESIDENT AND DIRECTOR 5133812838 2026-05-11 1 SUSIE M KEATON P00765420 3174722200 2026-05-08 2025 2025-03-06 01:10:19Z X 11533137 X 3782913 1025 1025 334145 334145 3236432 7900320 3236432 7354515 3571602 0 0 0 0 0 130 65 0 65 4699 2350 0 2349 19160 19160 0 0 50 50 0 0 36039 5928 0 0 22 22 0 0 60100 27575 0 2414 1281230 1281230 1341330 27575 0 1283644 6013185 3544027 0 138028 339159 339159 1800572 4776708 5791101 5330750 5113407 5402877 7269350 10229274 11533137 0 0 X 0 0 0 0 7269350 10229274 7269350 10229274 7269350 10229274 7269350 6013185 0 13282535 3053261 10229274 OXFORD - 9135 P 2025-12-31 1609257 1518212 91045 91045 OXFORD - 9135 P 2025-12-31 6207007 3145676 3061331 3061331 CAPITAL GAINS DIVIDENDS P 84056 84056 84056 3236432 49262 0 49262 0 49262 22000 0 0 0 22000 0 27262 0 0 0 0 0 0 0 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 8328358 114082 0 8442440 0 0 8442440 126637 8315803 415790 415790 49262 49262 366528 0 366528 0 366528 1283644 0 1283644 366528 0 0 172054 141698 710713 1024465 1283644 0 0 0 366528 917116 0 0 1941581 0 0 0 0 0 0 0 1941581 172054 141698 710713 917116 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. 1792 EXCHANGE 35 COMMERCIAL WAY SPRINGBORO OH 45066 NO RELATION PC GENERAL FUND 100000 A FRIENDS HOUSE INC 111 HENRY PARKWAY MCDONOUGH GA 30253 NO RELATION PC GENERAL FUND 2000 ANGLICAN CHURCH INTERNATIONAL 420 MAY STREET ORANGE CITY FL 32763 NO RELATION PC GENERAL FUND 5300 APARTMENT LIFE INC 2124 L DON DODSON DRIVE 1369 BEDFORD TX 76021 NO RELATION PC GENERAL FUND 25000 ATLANTA UNION MISSION CORPORATION PO BOX 20017 ATLANTA GA 30325 NO RELATION PC GENERAL FUND 2000 BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA INC 1433 N MERIDIAN STREET INDIANAPOLIS IN 46202 NO RELATION PC GENERAL FUND 7500 BIG CAT HABITAT EDUCATION AND CONSERVATION CENTER INC P O BOX 50217 SARASOTA FL 34232 NO RELATION PC GENERAL FUND 2000 BIG LIFE FOUNDATION USA 1715 NORTH HERON DRIVE RIDGEFIELD WA 98642 NO RELATION PC GENERAL FUND 75000 CAMP NAVIGATE INC PO BOX 3687 TERRE HAUTE IN 47803 NO RELATION PC GENERAL FUND 3000 CENTER FOR GLOBAL IMPACT INC 51 W MONROE ST FRANKLIN IN 46131 NO RELATION PC GENERAL FUND 2500 CHAMPION MINISTRIES INC DBA GROUNDWIRE 923 S PERRY ST CASTLE ROCK CO 80104 NO RELATION PC GENERAL FUND 25000 CIRCLE CITY FELLOWS INC 6542 GROSVENOR PLACE INDIANAPOLIS IN 46220 NO RELATION PC GENERAL FUND 2000 CROSSROADS CARE CLINIC 530 WABASH AVENUE TERRE HAUTE IN 47807 NO RELATION PC GENERAL FUND 35000 DONATE LIFE FOUNDATION 1110 HIGHLANDS PLAZA DR EAST 100 ST LOUIS MO 63110 NO RELATION PC GENERAL FUND 5000 EASTSIDE CHRISTIAN ACADEMY INC 2955 ERIE CANAL RD TERRE HAUTE IN 478023976 NO RELATION PC GENERAL FUND 25000 EMPATHY & COMPASSION 717 HEADLEY AVENUE LEXINGTON KY 40508 NO RELATION PC GENERAL FUND 52000 FEDERATED INSURANCE FOUNDATION INC 121 EAST PARK SQUARE OWATONNA MN 55060 NO RELATION PC GENERAL FUND 15000 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS ROAD KANSAS CITY MO 64129 NO RELATION PC GENERAL FUND 10000 HEART CHANGE MINISTRIES 1405 N TUXEDO ST INDIANAPOLIS IN 46201 NO RELATION PC GENERAL FUND 75000 HEART FOR LEBANON FOUNDATION PO BOX 1294 BLACK MOUNTAIN NC 28711 NO RELATION PC GENERAL FUND 50000 ILADD 1393 W OAK ST ZIONSVILLE IN 46077 NO RELATION PC GENERAL FUND 25000 INDIANA STATE UNIVERSITY FOUNDATION INC 30 N FIFTH STREET TERRE HAUTE IN 47809 NO RELATION PC GENERAL FUND 10000 INDIANA WISH INC 7212 NORTH SHADELAND AVENUE 100 INDIANAPOLIS IN 46250 NO RELATION PC GENERAL FUND 2500 INTERNATIONAL COOPERATING MINISTRIES 99 OLD OYSTER POINT ROAD NEWPORT NEWS VA 23602 NO RELATION PC GENERAL FUND 285430 KEEP PENSACOLA BEAUTIFUL INC PO BOX 10278 PENSACOLA FL 32524 NO RELATION PC GENERAL FUND 2000 LIFEPOINT CHURCH INDY INC 8540 COMBS RD INDIANAPOLIS IN 462379570 NO RELATION PC GENERAL FUND 25000 LOVELAND CENTER INC 157 S HAVANA RD VENICE FL 34292 NO RELATION PC GENERAL FUND 2000 MANES AND MIRACLES 43421 N FRIEND AVE SAN TAN VALLEY AZ 85140 NO RELATION PC GENERAL FUND 2000 NATIONAL CHRISTIAN FOUNDATION INC 1150 SANCTUARY PARKWAY 350 ALPHARETTA GA 30009 NO RELATION PC GENERAL FUND 10000 NEW STORY INC 245 N HIGHLAND AVE 230-610 ATLANTA GA 30307 NO RELATION PC GENERAL FUND 25000 NEXT STEP FOUNDATION INC 619 WASHINGTON AVE TERRE HAUTE IN 47802 NO RELATION PC GENERAL FUND 156000 OPEN EYES 1069 UNALI LN LEEDS AL 35094 NO RELATION PC GENERAL FUND 10000 OUTREACH INC 3038 SIDCO DRIVE NASHVILLE TN 37204 NO RELATION PC GENERAL FUND 4000 RELIANT FOUNDATION 1347 SE 15TH AVE CANBY OR 97013 NO RELATION PC GENERAL FUND 2500 SAGAMORE INSTITUTE INC PO BOX 301076 INDIANAPOLIS IN 46230 NO RELATION PC GENERAL FUND 25000 SKILLED KNOWLEDEABLE YOUTH 170 SUNSET TRAIL ALABASTER AL 35007 NO RELATION PC GENERAL FUND 33000 ST ANDREW ASSEMBLY OF GOD 2400 W 15TH ST PANAMA CITY FL 324011573 NO RELATION PC GENERAL FUND 12000 ST PATRICK'S CATHOLIC CHURCH INDIANAPOLIS INC 950 PROSPECT ST INDIANAPOLIS IN 462031897 NO RELATION PC GENERAL FUND 1000 TERRE HAUTE CHILDREN'S MUSEUM INC 727 WABASH AVE TERRE HAUTE IN 47807 NO RELATION PC GENERAL FUND 5000 TERRE HAUTE SYMPHONY ASSOCIATION 25 N 6TH ST TERRE HAUTE IN 47807 NO RELATION PC GENERAL FUND 2500 THE CHILDREN'S HUNGER PROJECT INC 26 FORREST AVENUE COCOA FL 32922 NO RELATION PC GENERAL FUND 2000 THE LIONS TRIBE ACADEMY 21508 N 970TH STREET MARSHALL IL 62441 NO RELATION PC GENERAL FUND 1000 THE NAVIGATORS 3820 N 30TH ST COLORADO SPRINGS CO 80904 NO RELATION PC GENERAL FUND 7500 TURNING POINT USA INC 135 N PENNSYLVANIA ST 1610 INDIANAPOLIS IN 46204 NO RELATION PC GENERAL FUND 100000 VERITAS MINISTRIES PO BOX 702046 DALLAS TX 75370 NO RELATION PC GENERAL FUND 5000 WABASH VALLEY COMMUNITY FOUNDATION INC 200 SOUTH 8TH STREET TERRE HAUTE IN 47807 NO RELATION PC GENERAL FUND 1000 WABASH VALLEY HABITAT FOR HUMANITY 1841 WABASH AVENUE TERRE HAUTE IN 47807 NO RELATION PC GENERAL FUND 2000 WABASH VALLEY YOUTH FOR CHRIST INC PO BOX 3052 TERRE HAUTE IN 47803 NO RELATION PC GENERAL FUND 3500 YOUNG MENS CHRISTIAN ASSOCIATION OF THE WABASH VALLEY INC 225 E KRUZAN STREET BRAZIL IN 47834 NO RELATION PC GENERAL FUND 1000 1281230 0 14 1025 14 334145 18 3236432 0 3571602 0 3571602 0 0 0 0 0 0 0 0 0 0 X X 1 FI3 FINANCIAL ADVISORS LLC 8900 KEYSTONE CROSSING SUITE 225 INDIANAPOLIS IN 46240 5000 X 2 JOHN THOMPSON 901 WABASH AVE STE 300 TERRE HAUTE IN 47807 1330926 X 3 PAUL THRIFT 901 WABASH AVE STE 300 TERRE HAUTE IN 47807 1322923 X 4 THOMPSON THRIFT HOLDING COMPANY 901 WABASH AVE STE 300 TERRE HAUTE IN 47807 1124064 X 2 TOTAL STOCK DONATIONS OF $1,330,926 OF VARIOUS PUBLICLY TRADED SECURITIES 1330926 2025-10-15 3 TOTAL STOCK DONATIONS OF $1,322,923 OF VARIOUS PUBLICLY TRADED SECURITIES 1322923 2025-11-21 4 TOTAL STOCK DONATIONS OF $1,124,064 OF VARIOUS PUBLICLY TRADED SECURITIES 1124064 2025-10-15 ACCOUNTING 4699 2350 0 2349 AVANTIS US SMALL CAP VALUE ETF 218793 231087 DODGE & COX INCOME CL I 868070 909237 ETF SER SOLUTIONS DISTILLATE 262336 275358 JPMORGAN CORE BOND CLASS I 839073 864118 LISTED FD TR HORIZON KINETICS 38580 38680 VANGUARD INDEX FDS VANGUARD TOTAL STK 1899792 1912045 VANGUARD INFLATION PROCTED SEC ADM CL 19500 18986 LISTED FD TR HORIZON KINETICS 191772 205050 VANGUARD INDEX FDS VANGUARD TOTAL STK 335394 515981 GMO MULTI ASSET CREDIT FUND CLASS I 28400 27734 GMO MULTI ASSET CREDIT FUND CLASS I 199674 198151 VANGUARD INFLATION PROCTED SEC ADM CL 212023 206450 ALPHABET INC CAP STK CL A 120278 635077 APPLE INC 100256 362156 AQR EQUITY MARKET NEUTRAL FD CL I 385000 380747 BAILLIE GIFFORD EMERG MRKTS EQ INSTL 213907 231540 CAUSEWAY INTERNATNAL VALUE INSTL 69226 101866 CAUSEWAY INTERNATNAL VALUE INSTL 542500 521636 CSX CORP COM USD1 122264 231487 DFA US LARGE CAP VALUE PRTF INSTL 339252 359682 EFFICIENT ENHANCED MULTI ASSET FD I 389359 390895 GMO ALTERNATIVE ALLOCATION FD I 366974 372458 GMO RESOURCES FUND I 205258 205050 GMO RESOURCES FUND I 33500 32376 GOLDMAN SACHS GQG PARTNERS INTL OPP I 79651 99758 GOLDMAN SACHS GQG PARTNERS INTL OPP I 506321 490521 KOPERNIK GLOBAL ALL CAP FUND INSTL 235429 217884 KOPERNIK GLOBAL ALL CAP FUND INSTL 46741 59118 LAZARD GLOBAL LISTED INFRASTRUCTE INSTL 197090 200605 MCDONALD S CORP 162148 225555 PZENA EMERGING MRKTS FOCUSED VAL INSTL 33823 47999 POLAR CAPITAL INTL SMALL COMPANY 28893 29627 PZENA INTERNATIONAL SMALL CAP VALUE FD I 145700 147603 PZENA EMERGING MRKTS FOCUSED VAL INSTL 196800 197100 BAILLIE GIFFORD EMERG MRKTS EQ INSTL 25992 26704 POLAR CAPITAL INTL SMALL COMPANY 163200 150269 LAZARD GLOBAL LISTED INFRASTRUCTE INSTL 38600 38305 PZENA INTERNATIONAL SMALL CAP VALUE FD I 28546 35083 LEGAL FEES 130 65 0 65 COST BASIS ADJUSTMENT 3053261 POSTAGE 22 22 0 0 FIDELITY ACCOUNT FEES 19160 19160 0 0 FOREIGN TAXES PAID - OXFORD 9135 5928 5928 0 0 990PF TAX 30111 0 0 0