THING 1 2 3 FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THING 1 2 3 FOUNDATION (EIN 36-4284264)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-18
- IRS object ID
- 202501699349100005
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-18T10:39:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-06-09 | 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 | 2025-06-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,627,619 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $96,031 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,031 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $343,460 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $581,865 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $343,460 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $439,491 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $439,491 | 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 |
| Other Prof Fees Rev And Expnss | $4,640 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,640 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,106 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,346 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,746 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $232,436 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $232,436 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,782 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,746 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,436 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $198,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $433,745 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,087 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $98,968 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $98,968 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $443,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $316,841 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,334,318 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,972,171 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,275,363 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,754,257 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $440,076 | OtherAssetsBOYAmt |
| Other Assets EOY | $440,076 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $440,076 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,906,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,131,248 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,627,619 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,200 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,200 | 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 | $2,905,554 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,131,248 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,905,554 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,131,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,906,754 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,131,248 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,905,554 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $198,709 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,985 | OtherIncreasesAmt |
| Subtotal | $3,131,248 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,131,248 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| INVESCO DEVELOPING MARKETS FUND | 2023-12-14 | 2024-10-31 | $569 | $530 | $39 | $39 | |
| INVESCO DEVELOPING MARKETS FUND | 2021-12-15 | 2024-10-31 | $9,731 | $10,601 | -$870 | -$870 | |
| BLACKROCK INNOVATION AND GROWTH TERM TRUST | 2021-12-28 | 2024-11-27 | $11,370 | $19,132 | -$7,762 | -$7,762 | |
| VANGUARD MID-CAP GROWTH FUND | 2021-12-28 | 2024-10-31 | $120,053 | $125,942 | -$5,889 | -$5,889 | |
| INVESCO DEVELOPING MARKETS FUND | 2010-10-04 | 2024-10-31 | $94,506 | $81,855 | $12,651 | $12,651 | |
| WILLIAMS SONOMA INC | 1999-09-01 | 2024-12-06 | $152,975 | $242 | $152,733 | $152,733 | |
| TESLA INC | 2012-09-26 | 2024-08-15 | $103 | -$103 | -$103 | ||
| CAPITAL GAINS DIVIDENDS | $192,661 | $192,661 | $192,661 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $343,460 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,029 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,029 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,529 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,529 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,500 | OverpaymentAmt |
| Applied To ES Tax | $6,500 | 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 | $4,684,162 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,742,524 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,742,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,671,386 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,569 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,569 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,029 | TotalTaxAmt |
| Distributable Before Adj | $227,540 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $227,540 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $227,540 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,436 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $232,436 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $227,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $25,459 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,597 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,056 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,436 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $227,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,896 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $50,952 | 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 | $50,952 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $25,459 | ExcessFromYear2Amt |
| Excess From Year1 | $20,597 | ExcessFromYear1Amt |
| Excess From Current Year | $4,896 | 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 | $21,778 |
| CHICAGO LIGHTS | ||||||
| 126 EAST CHESTNUT STREET | CHICAGO | IL | 60611 | OTHER PUBLIC CHARITY | UNRESTRICTED | $7,500 |
| CHICAGO YOUTH PROGRAMS INC | ||||||
| 5350 SOUTH PRAIRIE AVENUE | CHICAGO | IL | 60615 | OTHER PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| CHILD GUIDANCE CENTER | ||||||
| 525 CABRILLO PARK DRIVE SUITE 300 | SANTA ANA | CA | 92701 | OTHER PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| CULINARY CARE | ||||||
| 1 E ERIE 525-4179 | CHICAGO | IL | 60611 | OTHER PUBLIC CHARITY | UNRESTRICTED | $7,500 |
| ELMHURST YORKFIELD FOOD PANTRY | ||||||
| 1083 SOUTH YORK ROAD | ELMHURST | IL | 60126 | OTHER PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| EVERY MOM CHICAGO | ||||||
| 5200 S HYDE BLVD | CHICAGO | IL | 60615 | OTHER PUBLIC CHARITY | UNRESTRICTED | $7,500 |
| EXODUS WORLD SERVICES | ||||||
| 780 BUSSE HWY | PARK RIDGE | IL | 60068 | OTHER PUBLIC CHARITY | UNRESTRICTED | $12,500 |
| GAY AND LESBIAN CENTER OF OC | ||||||
| 1605 N SPURGEON ST | SANTA ANA | CA | 92701 | OTHER PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| GIRL SCOUTS OF AMERICA | ||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | OTHER PUBLIC CHARITY | UNRESTRICTED | $12,000 |
| JOSSELYN CENTER | ||||||
| 405 CENTRAL AVE | NORTHFIELD | IL | 60093 | OTHER PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| KALEIDOSCOPE YOUTH CENTER | ||||||
| 603 E TOWN ST | COLUMBUS | OH | 43215 | OTHER PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| NORTHERN ILLINOIS FOOD BANK | ||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | OTHER PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| NOURISHING HOPE FOOD PANTRY | ||||||
| 1716 W HUBBARD STREET | CHICAGO | IL | 60622 | OTHER PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| POSSE LA | ||||||
| 515 S FIGUEROA ST UNIT 300 | LOS ANGELES | CA | 90071 | OTHER PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| READING PARTNERS OF SAN FRANCISCO - BAY AREA | ||||||
| 180 GRAND AVE 800 | OAKLAND | CA | 94612 | OTHER PUBLIC CHARITY | UNRESTRICTED | $12,500 |
| ST JAMES FAITH LAB | ||||||
| 3419 VIA LIDO BOX 354 | NEWPORT BEACH | CA | 92663 | OTHER PUBLIC CHARITY | UNRESTRICTED | $13,658 |
| TIME OUT YOUTH | ||||||
| 3800 MONROE RD | CHARLOTTE | NC | 28205 | OTHER PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| TRANS YOUTH EQUALITY FOUNDATION | ||||||
| PO BOX 201 | ORONO | ME | 04473 | OTHER PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| UCHICAGO - COMER CHILDREN'S HOSPITAL | ||||||
| 5721 S MARYLAND AVE | CHICAGO | IL | 60637 | OTHER PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CARDZ FOR KIDZ | ||||||
| 516 N OGDEN AVE 177 | CHICAGO | IL | 60642 | OTHER PUBLIC CHARITY | UNRESTRICTED | $7,500 |
| MOD COLLECTIVE | ||||||
| 1001 GREEN BAY ROAD UNIT 248 | WINNETKA | IL | 60093 | OTHER PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| BOOK HARVEST | ||||||
| 2501 UNIVERSITY DRIVE | DURHAM | NC | 27707 | OTHER PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| PRISM FL | ||||||
| 1232 NW 14TH ST | BOCA RATON | FL | 33486 | OTHER PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $232,436 | 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 | $96,031 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $343,460 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $439,491 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $439,491 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFFILIATED MGRS GROUP INC. | $1,865 | $295,872 |
| BANK OF AMERICA CORP | $89,380 | $219,750 |
| BRISTOL MYERS SQUIBB | $62,173 | $97,001 |
| CELANESE CORP | $18,911 | $65,265 |
| JP MORGAN CHSE | $102,795 | $359,565 |
| MORGAN STANLEY | $38,844 | $125,720 |
| TESLA MOTORS INC | $1,631 | $396,167 |
| WILLIAMS SONOMA, INC. | $1,242 | $774,978 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN INCOME FUND OF AMERICA | AT COST | $293,441 | $374,499 |
| AMERICAN NEW PERSPECTIVE A | AT COST | $315,142 | $624,557 |
| AMERICAN SMALL CAP WORLD FUND A | AT COST | $178,708 | $273,368 |
| MAINSTAY LARGE CAP GROWTH FUND A | AT COST | $1,156,475 | $1,214,445 |
| BLACKROCK INNOVATION & GROWTH TRUST | AT COST | $106,395 | $54,862 |
| ISHARES INC CORE MSCI EMERGING MKTS | AT COST | $75,094 | $70,497 |
| VANGUARD INTL EQUITY ETF INDEX | AT COST | $150,108 | $142,029 |
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 | $26,985 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $1,200 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR, MGMT AND PLATFORM FEES | CategoryTxt |
| Amt | $4,640 | Amt |
| Net Investment Income | $4,640 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,106 | $1,106 | $0 |
| FEDERAL EXCISE TAX | $2,600 | $0 | $0 |
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