THING 1 2 3 FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THING 1 2 3 FOUNDATION (EIN 36-4284264)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-08
- IRS object ID
- 202402829349100900
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-08T09:13:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 360 W ERIE STREET 3A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES RUPRECHT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6302797258 | PhoneNum |
| Signature | 2024-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSELL T HAUER | PreparerPersonNm |
| PTIN | P00179220 | PTIN |
| Phone | 4845301230 | PhoneNum |
| Preparation | 2024-10-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,661,867 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $71,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,733 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $104,108 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,108 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,108 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $175,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $175,841 | 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 |
| Legal Fees Rev And Expnss | $228 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,370 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $925 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $925 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,884 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,884 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $212,629 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $925 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,884 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,916 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $609 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $45,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,087 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,087 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $444,375 | CorporateStockBOYAmt |
| Corporate Stock EOY | $443,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,874,427 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,876,843 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,972,171 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,296,277 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $440,076 | OtherAssetsBOYAmt |
| Other Assets EOY | $440,076 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $440,076 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,807,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,906,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,661,867 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,100 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,200 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,200 | 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 | $2,806,296 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,905,554 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,806,296 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,905,554 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,807,396 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,906,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,806,296 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $136,046 | OtherIncreasesAmt |
| Subtotal | $2,905,554 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,905,554 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $104,108 | GrossSalesPriceAmt |
| Gain Or Loss | $104,108 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $104,108 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,108 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,431 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,431 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,431 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,529 | OverpaymentAmt |
| Applied To ES Tax | $2,529 | 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 | 360 W ERIE APT 3A | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60654 | 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 | ||||||||
| 360 W ERIE STREET APT 3A | CHICAGO | IL | 60654 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY RUPRECHT | ||||||||
| 360 W ERIE STREET APT 3A | CHICAGO | IL | 60654 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAN LEADERS | ||||||||
| 360 W ERIE STREET APT 3A | CHICAGO | IL | 60654 | 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 | $3,768,237 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,294 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,811,531 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,811,531 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,754,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,718 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,718 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,431 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,431 | TotalTaxAmt |
| Distributable Before Adj | $185,287 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $185,287 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $185,287 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,884 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $205,884 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $185,287 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $25,459 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,459 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $205,884 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $185,287 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,597 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $46,056 | 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 | $46,056 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $25,459 | ExcessFromYear1Amt |
| Excess From Current Year | $20,597 | ExcessFromCurrentYearAmt |
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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CARE FOR FRIENDS | ||||||
| 530 W FULLERTON PKWY | CHICAGO | IL | 60614 | OTHER PUBLIC CHARITY | UNRESTRICED | $11,591 |
| CHICAGO LIGHTS | ||||||
| 126 EAST CHESTNUT STREET | CHICAGO | IL | 60611 | OTHER PUBLIC CHARITY | UNRESTRICTED | $11,434 |
| CHICAGO YOUTH PROGRAMS INC | ||||||
| 5350 SOUTH PRAIRIE AVENUE | CHICAGO | IL | 60615 | OTHER PUBLIC CHARITY | UNRESTRICTED | $8,451 |
| CHILD GUIDANCE CENTER | ||||||
| 525 CABRILLO PARK DRIVE SUITE 300 | SANTA ANA | CA | 92701 | OTHER PUBLIC CHARITY | UNRESTRICTED | $7,908 |
| ELMHURST YORKFIELD FOOD PANTRY | ||||||
| 1083 SOUTH YORK ROAD | ELMHURST | IL | 60126 | OTHER PUBLIC CHARITY | UNRESTRICTED | $11,434 |
| GAY AND LESBIAN CENTER OF OC | ||||||
| 1605 N SPURGEON ST | SANTA ANA | CA | 92701 | OTHER PUBLIC CHARITY | UNRESTRICTED | $8,451 |
| GIRL SCOUTS OF AMERICA | ||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | OTHER PUBLIC CHARITY | UNRESTRICTED | $15,000 |
| JOSSELYN CENTER | ||||||
| 405 CENTRAL AVE | NORTHFIELD | IL | 60093 | OTHER PUBLIC CHARITY | UNRESTRICTED | $8,451 |
| KALEIDOSCOPE YOUTH CENTER | ||||||
| 603 E TOWN ST | COLUMBUS | OH | 43215 | OTHER PUBLIC CHARITY | UNRESTRICTED | $7,500 |
| NORTHERN ILLINOIS FOOD BANK | ||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | OTHER PUBLIC CHARITY | UNRESTRICTED | $11,434 |
| NOURISHING HOPE FOOD PANTRY | ||||||
| 1716 W HUBBARD STREET | CHICAGO | IL | 60622 | OTHER PUBLIC CHARITY | UNRESTRICTED | $8,451 |
| READING PARTNERS OF SAN FRANCISCO - BAY AREA | ||||||
| 180 GRAND AVE 800 | OAKLAND | CA | 94612 | OTHER PUBLIC CHARITY | UNRESTRICTED | $16,903 |
| ST JAMES FAITH LAB | ||||||
| 3419 VIA LIDO BOX 354 | NEWPORT BEACH | CA | 92663 | OTHER PUBLIC CHARITY | UNRESTRICTED | $11,434 |
| TIME OUT YOUTH | ||||||
| 3800 MONROE RD | CHARLOTTE | NC | 28205 | OTHER PUBLIC CHARITY | UNRESTRICTED | $7,908 |
| ACTIVE RESOLUTE CONNECTED | ||||||
| 30025 QUAIL RUN DR | AGOURA HILLS | CA | 91301 | OTHER PUBLIC CHARITY | UNRESTRICTED | $5,600 |
| CITY OF HOPE | ||||||
| 2520 ELISHA AVE | ZION | IL | 60099 | OTHER PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CULINARY CARE | ||||||
| 1 E ERIE 525-4179 | CHICAGO | IL | 60611 | OTHER PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CULTIVA LA SALUD | ||||||
| 209 MERCED ST | FRESNO | CA | 93721 | OTHER PUBLIC CHARITY | UNRESTRICTED | $7,500 |
| EPISCOPAL RELIEF & DEVELOPMENT-MID EAST FUND | ||||||
| 815 2ND AVE | NEW YORK | NY | 10017 | OTHER PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| EVERY MOM CHICAGO | ||||||
| 5200 S HYDE BLVD | CHICAGO | IL | 60615 | OTHER PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| EXODUS WORLD SERVICES | ||||||
| 780 BUSSE HWY | PARK RIDGE | IL | 60068 | OTHER PUBLIC CHARITY | UNRESTRICTED | $11,434 |
| INSTITUTO DEL PROGRESSO LATINO | ||||||
| 2555 S BLUE ISLAND AVE | CHICAGO | IL | 60608 | OTHER PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| MAGAN DAVID ODOM | ||||||
| PO BOX 11597 | NEWARK | NJ | 071014597 | OTHER PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| STARLIGHT CHILDREN'S FOUNDATION | ||||||
| 5855 GREEN VALLEY CIRCLE | CULVER CITY | CA | 90230 | OTHER PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,884 | 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 | $71,733 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,108 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $175,841 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,841 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $2,370 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFFILIATED MGRS GROUP INC. | $1,865 | $242,272 |
| BANK OF AMERICA CORP | $89,380 | $168,350 |
| BRISTOL MYERS SQUIBB | $62,173 | $87,997 |
| CELANESE CORP | $18,911 | $146,514 |
| JP MORGAN CHSE | $102,795 | $255,150 |
| MORGAN STANLEY | $38,844 | $93,250 |
| TESLA MOTORS INC | $2,026 | $268,855 |
| WILLIAMS SONOMA, INC. | $1,484 | $504,450 |
| VANGUARD MID-CAP GROWTH FUND ETF | $125,942 | $107,589 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO OPP DEVELOPING MKTS A | AT COST | $92,986 | $101,312 |
| AMERICAN INCOME FUND OF AMERICA | AT COST | $293,441 | $359,502 |
| AMERICAN NEW PERSPECTIVE A | AT COST | $315,142 | $563,210 |
| AMERICAN SMALL CAP WORLD FUND A | AT COST | $176,384 | $266,965 |
| MAINSTAY LARGE CAP GROWTH FUND A | AT COST | $899,741 | $886,408 |
| MAINSTAY LARGE CAP GRW C | AT COST | $68,950 | $55,109 |
| BLACKROCK INNOVATION & GROWTH TRUST | AT COST | $125,527 | $63,771 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $228 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $440,076 | EOYBookValueAmt |
| EOYFMV | $440,076 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST/FMV DIFFERENCE - CONTRIBUTION OF APPRECIATED SECURITIES | Desc |
| Amt | $136,046 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $1,100 | BOYBookValueAmt |
| EOY Book Value | $1,200 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $925 | $925 | $0 |
| FEDERAL EXCISE TAX | $3,222 | $0 | $0 |
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