2024-11-13T14:31:34-06:00 2023-12-31 481111111 CBIZ ADVISORS LLC 3925 RIVER CROSSING PKWY STE 100 INDIANAPOLIS IN 46240 990PF 2023-01-01 872730145 THOMPSON THRIFT FOUNDATION INC THOM 8122355959 901 WABASH AVE STE 300 TERRE HAUTE IN 478073233 PAUL THRIFT PRESIDENT AND DIRECTOR 5133812838 2024-11-06 1 0 SUSIE M KEATON P00765420 3174722200 2024-11-06 2023 2024-10-15 13:58:12Z X 5553524 X X 174888 174888 19087 528955 19087 193975 193975 0 0 0 0 0 6496 3248 0 3248 4485 2243 0 2243 13660 13660 0 0 48453 853 0 0 13832 6916 0 6916 86926 26920 0 12407 404075 404075 491001 26920 0 416482 -297026 167055 0 153706 203765 203765 1485450 1356996 1808895 3617162 3409355 3540864 5256318 4970116 5553524 315 0 315 X 0 0 0 0 5256318 4969801 5256318 4969801 5256318 4970116 5256318 -297026 10509 4969801 0 4969801 OXFORD X9135 P 2023-01-13 2023-12-31 136612 137490 -878 -878 OXFORD X9135 P 2019-01-31 2023-12-31 385340 368688 16652 16652 OXFORD X2294 P 2022-05-25 2023-01-23 4000 3690 310 310 CAPITAL GAINS DIVIDENDS P 3003 3003 3003 19087 2322 0 2322 0 2322 15811 0 0 0 15811 0 13489 2400 11089 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 0 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 5488611 137910 0 5626521 0 0 5626521 84398 5542123 277106 277106 2322 2322 274784 0 274784 0 274784 416482 0 416482 274784 0 0 172054 172054 416482 0 0 0 274784 141698 0 0 313752 0 0 0 0 0 0 0 313752 172054 141698 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 280000 NEXT STEP FOUNDATION INC 619 WASHINGTON AVE TERRE HAUTE IN 47802 NO RELATION PC GENERAL FUND 10575 THE ROSSER FOUNDATION - ICM 1901 N ARMISTEAD AVE HAMPTON VA 236664311 NO RELATION PC GENERAL FUND 48000 VICENTE FUERRERO GENERA ELEMENTARY SCHOOL ZONE 087 SECTOR 10 CCT12DPRO592D MX NO RELATION PC GENERAL FUND 25000 EMPATHY & COMPASSION 717 HEADLEY AVENUE LEXINGTON KY 40508 NO RELATION PC GENERAL FUND 28000 THE LIONS TRIBE ACADEMY 21508 N 970TH STREET MARSHALL IL 62441 NO RELATION PC GENERAL FUND 10000 WABASH VALLEY YOUTH FOR CHRIST INC PO BOX 3052 TERRE HAUTE IN 47803 NO RELATION PC GENERAL FUND 2500 404075 0 14 174888 18 19087 0 193975 0 193975 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4485 2243 0 2243 DODGE & COX INCOME CL I 1218119 1247128 JPMORGAN CORE BOND CLASS I 1198038 1219458 VANGUARD INFLATION PROCTED SEC ADM CL 311321 300810 VANGUARD INDEX FDS VANGUARD TOTAL STK 305162 363658 GMO OPPORTUNISTIC INCOME FUND INSTL 293191 289767 ETF SER SOLUTIONS DISTILLATE 42008 45223 AMERICAN CENTY ETF TR AVANTIS US 32212 36100 VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF 9304 38720 AMERICAN BEACON AHL MNGD FUTURES STRAT Y 171800 141109 MCDONALD S CORP 162148 218824 NUANCE CONCENTRATED VAL LG SHT INSTIT CL 145090 140723 GMO ALTERNATIVE ALLOCATION FD I 134399 138889 CSX CORP COM USD1 122264 221398 ALPHABET INC CAP STK CL A 120740 283431 APPLE INC 111998 256477 GOLDMAN SACHS GQG PARTNERS INTL OPP I 78884 89453 CAUSEWAY INTERNATNAL VALUE INSTL 69814 87097 BAILLIE GIFFORD EMERG MRKTS EQ INSTL 46133 46725 KOPERNIK GLOBAL ALL CAP FUND INSTL 38709 35493 PZENA EMERGING MRKTS FOCUSED VAL INSTL 36817 41538 DFA GLOBAL REAL ESTATE SEC PORTFOLIO 32900 30271 LAZARD GLOBAL LISTED INFRASTRUCTE INSTL 31900 29272 GMO RESOURCES FUND I 31800 26198 DFA US LARGE CAP VALUE PRTF INSTL 21600 21997 LEGAL FEES 6496 3248 0 3248 OTHER PROFESSIONAL EXPENSE 13832 6916 0 6916 COST BASIS ADJUSTMENT 10509 FIDELITY ACCOUNT FEES 13660 13660 0 0 FOREIGN TAXES PAID - OXFORD 9135 853 853 0 0 990PF TAX 47600 0 0 0