THING 1 2 3 FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THING 1 2 3 FOUNDATION (EIN 36-4284264)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201631379349103178
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T15:30:20-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364409576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRONSWICK REICIN POLLACK LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 E LAKE COOK RD 430 | AddressLine1Txt |
| City | BUFFALO GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600891862 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 1434 N MOHAWK ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES RUPRECHT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6302797258 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA SIEGAL | PreparerPersonNm |
| PTIN | P00558697 | PTIN |
| Phone | 8478089800 | PhoneNum |
| Preparation | 2016-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,561,034 | 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 | $126,017 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,311 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $516,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $807,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $516,390 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $665,718 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $539,701 | 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 |
| Taxes Rev And Expnss | $3,418 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $316 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $294,736 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $294,736 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $298,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $294,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $367,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $539,385 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $141 | CashBOYAmt |
| Cash EOY | $141 | CashEOYAmt |
| Cash EOYFMV | $141 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | -$16,468 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $165,058 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $165,058 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $143,944 | CorporateStockBOYAmt |
| Corporate Stock EOY | $348,120 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $878,103 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,172,323 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,058,503 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,158,557 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $581,197 | OtherAssetsBOYAmt |
| Other Assets EOY | $359,175 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $359,175 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,881,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,930,997 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,561,034 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,881,137 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,930,997 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,881,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,930,997 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,881,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,930,997 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,881,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $367,564 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,248,701 | SubtotalAmt |
| Other Decreases | $317,704 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,930,997 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 124.360 SHARES DELAWARE EMERGING MARKETS | 2014-12-22 | 2015-01-05 | $1,644 | $1,713 | -$69 | -$69 | |
| 10.175 SHARES DELAWARE EMERGING MARKETS | 2012-12-21 | 2001-01-05 | $135 | $143 | -$8 | -$8 | |
| 1750 TESLA MOTORS | 2012-09-26 | 2015-04-27 | $383,619 | $45,886 | $337,733 | $337,733 | |
| 11231.508 AMERICAN INC FD OF AMERICA | 2004-01-14 | 2015-08-03 | $239,000 | $174,652 | $64,348 | $64,348 | |
| 4910.631 DELAWARE EMERGING MARKETS | 2011-12-23 | 2015-01-05 | $64,912 | $68,799 | -$3,887 | -$3,887 | |
| CAPITAL GAINS DIVIDENDS | $118,273 | $118,273 | $118,273 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $516,390 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $101,035 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,100,105 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048109 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $94,675 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,887,061 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050171 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $126,578 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,260,809 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.100394 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $256,631 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,183,634 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.216816 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $206,432 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,062,626 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.194266 | DistributionYr5Rt |
| Total Distribution | 0.609756 | TotalDistributionRt |
| Average Distribution | 0.121951 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,370,297 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $289,060 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,394 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $294,454 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $294,761 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,394 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,394 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,394 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,160 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,234 | TaxDueAmt |
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 | Yes (1) | 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 | 1434 N MOHAWK ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | 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 |
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 | ||||||||
| 1434 N MOHAWK | CHICAGO | IL | 60610 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY RUPRECHT | ||||||||
| 1434 N MOHAWK | CHICAGO | IL | 60610 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAN LEADERS | ||||||||
| 1434 N MOHAWK | CHICAGO | IL | 60610 | 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 | $2,221,662 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,406,393 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,406,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,096 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,370,297 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,394 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,394 | TotalTaxAmt |
| Distributable Before Adj | $113,121 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,121 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,121 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $294,761 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $294,761 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,394 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $289,367 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,121 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $153,849 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $256,869 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $126,578 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,561 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $538,857 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $294,761 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $181,640 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $720,497 | 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 | $153,849 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $566,648 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $256,869 | ExcessFromYear4Amt |
| Excess From Year3 | $126,578 | ExcessFromYear3Amt |
| Excess From Year2 | $1,561 | ExcessFromYear2Amt |
| Excess From Current Year | $181,640 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF CHICAGO | ||||||
| 3400 S ENERALD AVE | CHICAGO | IL | 60616 | OTHER PUBLIC CHARITY | UNRESTRICTED | $12,000 |
| ELMHURST YORKFIELD FOOD PANTRY | ||||||
| 1099 S YORK RD | ELMHURST | IL | 60126 | OTHER PUBLIC CHARITY | UNRESTRICTED | $280,586 |
| ART ON SEDGWICK | ||||||
| 1429 N SEDGWICK | CHICAGO | IL | 60610 | OTHER PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| STUDIO BEYOUTH REVOLUTION | ||||||
| 1709 W CARMEN | CHICAGO | IL | 60640 | OTHER PUBLIC CHARITY | UNRESTRICTED | $1,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $294,736 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,311 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $516,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $539,701 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $539,701 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JAMES AND NANCY RUPRECHT | |||||||
| 1 | 1434 N MOHAWK STREET | CHICAGO | IL | 60610 | $109,720 | Yes (X) | Yes (X) |
| ELMHURT DISTRICT 205 FOUNDATION | |||||||
| 2 | 130 W MADISON STREET | ELMHURST | IL | 60126 | $16,297 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 500 SHS TESLA MOTORS INC | NoncashPropertyDesc |
| Fair Market Value | $109,720 | FairMarketValueAmt |
| Received | 2015-04-22 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRISTOL MYERS SQUIBB | $53,253 | $107,026 |
| GENERAL ELECTRIC | $53,478 | $94,428 |
| AFFILIATED MGRS GROUP INC | $1,865 | $255,616 |
| WILLIAMS SONOMA | $1,484 | $146,025 |
| TESLA MOTORS INC | $7,021 | $60,003 |
| JP MORGAN CHASE | $102,795 | $99,045 |
| MORGAN STANLEY | $38,844 | $31,810 |
| BANK OF AMERICA CORP | $89,380 | $84,150 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN NEW PERSPECTIVE FUND CL A | AT COST | $265,388 | $319,006 |
| AMERICAN SMALL CAPWORLD FUND CL A | AT COST | $100,757 | $121,242 |
| COLUMBIA ACORN FUND | AT COST | $143,136 | $94,982 |
| MAINSTAY LARGE CAP GROWTH FUND | AT COST | $256,153 | $314,790 |
| OPPENHEIMER DEVELOPING MARKETS | AT COST | $83,811 | $73,609 |
| AMERICAN INCOME FUND OF AMERICA | AT COST | $209,258 | $234,928 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UNREALIZED GAIN | $581,197 | $359,171 | $359,171 |
| DIVIDEND RECEIVABLE | $4 | $4 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON ASSETS SOLD | Desc |
| Amt | $317,704 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES AND NANCY RUPRECHT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1434 N MOHAWK ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $25 | $0 | $25 |
| FEDERAL EXCISE TAX | $3,077 | $0 | $0 |
| FOREIGN TAX | $316 | $316 | $0 |
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