THING 1 2 3 FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THING 1 2 3 FOUNDATION (EIN 36-4284264)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202641219349102049
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T14:47:59-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208030727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRING MILL PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 RENAISSANCE BLVD SUITE 320 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364284264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THING 123 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THIN | BusinessNameControlTxt |
| Phone | 6302797258 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 W ADELAIDE ST 311 | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES RUPRECHT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6302797258 | PhoneNum |
| Signature | 2026-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSELL T HAUER | PreparerPersonNm |
| PTIN | P00179220 | PTIN |
| Phone | 4845301230 | PhoneNum |
| Preparation | 2026-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,038,335 | 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 | $369,060 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $81,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,028 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,073 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,439,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,073 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $585,161 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $216,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,584 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,076 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,076 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,316 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,976 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,392 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $256,796 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $256,796 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $289,772 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,392 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $256,796 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $295,389 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $195,709 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $98,968 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,660 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $542,043 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,783,058 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,794,814 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,050,161 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $794,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,398,129 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $440,076 | OtherAssetsBOYAmt |
| Other Assets EOY | $807,732 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $807,732 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,131,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,422,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,038,335 | 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 | $3,131,248 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,422,473 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,131,248 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,422,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,131,248 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,422,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,131,248 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $295,389 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,288 | OtherIncreasesAmt |
| Subtotal | $3,442,925 | SubtotalAmt |
| Other Decreases | $20,452 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,422,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| NYLI WINSLOW LARGE CAP GROWTH FUND | 2024-12-06 | 2025-05-01 | $172,315 | $187,785 | -$15,470 | -$15,470 | |
| FEDERATED HERMES INSTITUTIONAL PRIME | 2025-07-17 | 2025-11-17 | $50,000 | $49,990 | $10 | $10 | |
| BLACKROCK TECHNOLOGY AND PRIVATE EQUITY TERM | 2021-12-28 | 2025-03-26 | $48,687 | $84,394 | -$35,707 | -$35,707 | |
| NYLI WINSLOW LARGE CAP GROWTH FUND | 2021-12-03 | 2025-05-01 | $775,774 | $799,348 | -$23,574 | -$23,574 | |
| TESLA INC | 2012-09-26 | 2025-12-29 | $31,607 | $127 | $31,480 | $31,480 | |
| AFFILIATED MANAGERS GROUP | 1999-09-01 | 2025-12-29 | $14,785 | $58 | $14,727 | $14,727 | |
| NYLI WINSLOW LARGE CAP GROWTH FUND | 2010-10-01 | 2025-05-01 | $205,839 | $169,343 | $36,496 | $36,496 | |
| AMERICAN FUNDS NEW PERSPECTIVE FUND | 2000-04-12 | 2025-12-29 | $30,000 | $13,047 | $16,953 | $16,953 | |
| WILLIAMS SONOMA INC | 1999-09-01 | 2025-12-29 | $34,776 | $55 | $34,721 | $34,721 | |
| CAPITAL GAINS DIVIDENDS | $75,437 | $75,437 | $75,437 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,073 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,720 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,720 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,720 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,780 | OverpaymentAmt |
| Applied To ES Tax | $3,780 | 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 | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES T RUPRECHT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6302797258 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 W ADELAIDE ST APT 311 | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES RUPRECHT | ||||||||
| 131 W ADELAIDE ST UNIT 311 | ELMHURST | IL | 60126 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY RUPRECHT | ||||||||
| 131 W ADELAIDE ST UNIT 311 | ELMHURST | IL | 60126 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAN LEADERS | ||||||||
| 131 W ADELAIDE ST UNIT 311 | ELMHURST | IL | 60126 | DIRECTOR | 1.00 | $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 | $5,413,157 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,001 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,473,158 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,473,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,097 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,391,061 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $269,553 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $269,553 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,720 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,720 | TotalTaxAmt |
| Distributable Before Adj | $266,833 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $266,833 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $266,833 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $256,796 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $256,796 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $266,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $25,459 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,597 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,896 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $256,796 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $256,796 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,037 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,037 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,915 | 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 | $40,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $15,422 | ExcessFromYear3Amt |
| Excess From Year2 | $20,597 | ExcessFromYear2Amt |
| Excess From Year1 | $4,896 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES RUPRECHT | ContributingManagerNm |
| Contributing Manager | NANCY RUPRECHT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOOK HARVEST | ||||||
| 2501 UNIVERSITY DRIVE | DURHAM | NC | 27707 | PC | UNRESTRICTED | $25,000 |
| CARDZ FOR KIDZ | ||||||
| 516 N OGDEN AVE 177 | CHICAGO | IL | 60642 | PC | UNRESTRICTED | $7,500 |
| CARE FOR FRIENDS | ||||||
| 530 W FULLERTON PKWY | CHICAGO | IL | 60614 | PC | UNRESTRICTED | $10,000 |
| CHICAGO LIGHTS | ||||||
| 126 EAST CHESTNUT STREET | CHICAGO | IL | 60611 | PC | UNRESTRICTED | $5,000 |
| CHICAGO YOUTH PROGRAMS INC | ||||||
| 5350 SOUTH PRAIRIE AVENUE | CHICAGO | IL | 60615 | PC | UNRESTRICTED | $10,000 |
| CHILDRENS HOSPITAL U OF C | ||||||
| 5721 S MARYLAND AVE | CHICAGO | IL | 60637 | PC | UNRESTRICTED | $5,000 |
| CRADLES TO CRAYONS | ||||||
| 281 NEWTONVILLE AVE | NEWTON | MA | 02460 | PC | UNRESTRICTED | $5,000 |
| CULINARY CARE | ||||||
| 1 E ERIE 525-4179 | CHICAGO | IL | 60611 | PC | UNRESTRICTED | $5,000 |
| ELMHURST YORKFIELD FOOD PANTRY | ||||||
| 1083 SOUTH YORK ROAD | ELMHURST | IL | 60126 | PC | UNRESTRICTED | $17,500 |
| EVERY MOM CHICAGO | ||||||
| 5200 S HYDE BLVD | CHICAGO | IL | 60615 | PC | UNRESTRICTED | $7,500 |
| EXODUS WORLD SERVICES | ||||||
| 780 BUSSE HWY | PARK RIDGE | IL | 60068 | PC | UNRESTRICTED | $12,500 |
| FOOD BANK OF EASTERNCENTRAL NC | ||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | PC | UNRESTRICTED | $5,000 |
| GAY AND LESBIAN CENTER OF OC | ||||||
| 1605 N SPURGEON ST | SANTA ANA | CA | 92701 | PC | UNRESTRICTED | $10,000 |
| GIRL SCOUTS OF AMERICA | ||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | PC | UNRESTRICTED | $12,000 |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | PC | UNRESTRICTED | $10,000 |
| JOSSELYN CENTER | ||||||
| 405 CENTRAL AVE | NORTHFIELD | IL | 60093 | PC | UNRESTRICTED | $15,000 |
| KALEIDOSCOPE YOUTH CENTER | ||||||
| 603 E TOWN ST | COLUMBUS | OH | 43215 | PC | UNRESTRICTED | $5,000 |
| LA REGIONAL FOOD BANK | ||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | PC | UNRESTRICTED | $5,000 |
| NEWPORT HARBOR FOUNDATION | ||||||
| PO BOX 2814 | NEWPORT BEACH | CA | 92659 | PC | UNRESTRICTED | $500 |
| NORTHERN ILLINOIS FOOD BANK | ||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | PC | UNRESTRICTED | $20,000 |
| NOURISHING HOPE FOOD PANTRY | ||||||
| 1716 W HUBBARD STREET | CHICAGO | IL | 60622 | PC | UNRESTRICTED | $15,000 |
| SAVE OUR YOUTH | ||||||
| 2045 MEYER PL | E COSTA MESA | CA | 92627 | PC | UNRESTRICTED | $7,500 |
| SECOND HARVEST FB OF OC | ||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | PC | UNRESTRICTED | $15,000 |
| ST JAMES FAITH LAB | ||||||
| 3419 VIA LIDO BOX 354 | NEWPORT BEACH | CA | 92663 | PC | UNRESTRICTED | $15,796 |
| THE LITERACY PROJECT | ||||||
| 525 SUPERIOR AVE | NEWPORT BEACH | CA | 92663 | PC | UNRESTRICTED | $1,000 |
| TRANS YOUTH EQUALITY FOUNDATION | ||||||
| PO BOX 201 | ORONO | ME | 04473 | PC | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $256,796 | 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 | $81,028 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $135,073 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $216,101 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $216,101 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES RUPRECHT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 WEST ADELAIDE ST UNIT 311 | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $369,060 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 750 SHARES OF TESLA INC | NoncashPropertyDesc |
| Fair Market Value | $369,060 | FairMarketValueAmt |
| Received | 2025-12-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,584 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $11,817 | $11,276 |
| ABBVIE INC | $16,159 | $19,422 |
| ACCENTURE PLC IRELAND SHARES CLASS A | $12,207 | $10,732 |
| ADOBE SYSTEMS INC | $9,624 | $8,750 |
| ADVANCED MICRO DEVICES INC | $9,889 | $21,416 |
| AFFILIATED MGRS GROUP INC. | $1,806 | $446,834 |
| ALPHABET INC VOTING CL A | $59,699 | $114,245 |
| ALPHABET INC NON VOTING CL C | $48,811 | $92,571 |
| AMAZON COM INC | $114,861 | $141,954 |
| AMERICAN EXPRESS COMPANY | $9,710 | $12,948 |
| APPLE INC | $33,247 | $40,779 |
| BANK OF AMERICA CORP | $89,380 | $275,000 |
| BERKSHIRE HATHAWAY INC | $46,044 | $45,239 |
| BRISTOL MYERS SQUIBB | $62,173 | $92,507 |
| BROADCOM INC | $50,827 | $88,256 |
| CATERPILLAR INC | $9,702 | $17,186 |
| CELANESE CORP | $18,911 | $39,870 |
| CHEVRON CORPORATION | $13,634 | $15,241 |
| CISCO SYSTEMS INC | $12,412 | $16,176 |
| COCA-COLA COMPANY | $12,502 | $12,234 |
| COSTCO WHOLESALE CORP | $20,300 | $17,247 |
| ELI LILLY & CO | $31,847 | $42,987 |
| EXXON MOBIL CORP | $29,609 | $30,085 |
| GE AEROSPACE | $11,499 | $16,942 |
| GOLDMAN SACHS GROUP INC | $11,091 | $17,580 |
| HOME DEPOT INC | $21,668 | $20,646 |
| INTERNATIONAL BUSINESS MACHINE CORP | $11,199 | $13,329 |
| INTUIT INC | $9,461 | $9,936 |
| INTUITIVE SURGICAL INC | $10,603 | $11,327 |
| ISHARES INC CORE MSCI EMERGING MARKETS | $75,094 | $90,747 |
| JOHNSON & JOHNSON | $18,573 | $24,834 |
| JP MORGAN CHASE | $102,795 | $483,330 |
| LINDE PLC | $11,237 | $10,660 |
| MASTERCARD INC CL A | $22,525 | $22,835 |
| MCDONALDS CORP | $11,068 | $10,697 |
| MERCK & CO INC | $12,867 | $16,842 |
| META PLATFORMS INC CL A | $76,917 | $85,812 |
| MICROSOFT CORP | $115,345 | $128,159 |
| MORGAN STANLEY | $38,844 | $177,530 |
| NETFLIX INC | $22,904 | $18,752 |
| NVIDIA CORP | $114,812 | $189,298 |
| ORACLE CORPORATION | $14,058 | $18,516 |
| PEPSICO INCORPORATED | $10,470 | $11,482 |
| PHILIP MORRIS INTERNATIONAL INC | $10,412 | $9,624 |
| PROCTER & GAMBLE CO | $20,691 | $18,630 |
| QUALCOMM INC | $9,713 | $11,974 |
| SALESFORCE INC | $17,787 | $17,219 |
| SERVICENOW INC | $14,621 | $11,489 |
| TESLA MOTORS INC | $3,052 | $733,044 |
| TEXAS INSTRUMENTS INC | $8,803 | $9,542 |
| THERMO FISHER SCIENTIFIC INC | $10,407 | $14,486 |
| UNITEDHEALTH GROUP | $25,967 | $21,457 |
| VANGUARD INTL EQUITY INDEX FTSE EMERGING MARKETS | $150,108 | $173,376 |
| VISA INC CLASS A | $29,648 | $29,810 |
| WALMART INC | $21,825 | $24,510 |
| WALT DISNEY COMPANY | $10,636 | $13,084 |
| WILLIAMS SONOMA, INC. | $1,187 | $714,360 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN INCOME FUND OF AMERICA | AT COST | $293,441 | $400,459 |
| AMERICAN NEW PERSPECTIVE A | AT COST | $302,095 | $680,137 |
| FEDERATED HERMES INSTITUTIONAL PRIME OBLIGATIONS FUND | AT COST | $5,010 | $5,012 |
| SMALLCAP WORLD FUND INC | AT COST | $193,477 | $312,521 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| BOY Book Value | $440,076 | BOYBookValueAmt |
| EOY Book Value | $807,732 | EOYBookValueAmt |
| EOYFMV | $807,732 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS - BLACKROCK INNOVATION | Desc |
| Amt | $20,452 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST/FMV DIFFERENCE - CONTRIBUTION OF APPRECIATED SECURITIES | Desc |
| Amt | $16,288 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR, MGMT AND PLATFORM FEES | CategoryTxt |
| Amt | $19,076 | Amt |
| Net Investment Income | $19,076 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,316 | $1,316 | $0 |
| FEDERAL EXCISE TAX | $10,000 | $0 | $0 |
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