THING 1 2 3 FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THING 1 2 3 FOUNDATION (EIN 36-4284264)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-05
- IRS object ID
- 201141259349100214
- Schema version
- 2010v3.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-05T15:33:54-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEAVITT SIEGAL LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 N MICHIGAN AVE SUITE 1930 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364284264 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THING 123 FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THIN | NameControl |
| Phone | 6302797258 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ELMWOOD TERRACE | AddressLine1 |
| City | ELMHURST | City |
| State | IL | State |
| ZIP Code | 60126 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES RUPRECHT | Name |
| Title | DIRECTOR | Title |
| Phone | 6302797258 | Phone |
| Date Signed | 2011-05-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANDRA SIEGAL | Name |
| Phone | 3126249280 | Phone |
| Date Prepared | 2011-05-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1187046 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 176396 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 27736 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 27736 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -51299 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 376561 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 152833 | TotalRevenueAndExpenses |
| Total Net Investment Income | 27736 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 403 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 368 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1396 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1396 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1399 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1399 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3198 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 368 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2795 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 203911 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 203911 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 207109 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 368 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 206706 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -54276 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 27368 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 142 | CashBOY |
| Cash EOY | 142 | CashEOY |
| Cash EOYFMV | 142 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 40354 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10528 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10528 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 999818 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 969550 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1019900 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 161671 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 167489 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 156476 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1201985 | TotalAssetsBOY |
| Total Assets EOY | 1147709 | TotalAssetsEOY |
| Total Assets EOYFMV | 1187046 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1201985 | RetainedEarningsBOY |
| Retained Earnings EOY | 1147709 | RetainedEarningsEOY |
| Total Net Assets BOY | 1201985 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1147709 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1201985 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1147709 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1201985 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -54276 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1147709 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1147709 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| INCOME FUND OF AMERICA | 2000-04-12 | 2010-10-01 | 44126 | 42725 | 1401 | 1401 | |
| INCOME FUND OF AMERICA | 2000-04-19 | 2010-10-01 | 23874 | 22805 | 1069 | 1069 | |
| INVESTMENT COMPANY OF AMERICA | 2000-04-12 | 2010-10-01 | 34030 | 43000 | -8970 | -8970 | |
| INVESTMENT COMPANY OF AMERICA | 2000-04-19 | 2010-10-01 | 35093 | 43000 | -7907 | -7907 | |
| INVESTMENT COMPANY OF AMERICA | 2000-04-26 | 2010-10-01 | 34258 | 43000 | -8742 | -8742 | |
| INVESTMENT COMPANY OF AMERICA | 2000-06-06 | 2010-10-01 | 369 | 475 | -106 | -106 | |
| INVESTMENT COMPANY OF AMERICA | 2010-10-01 | 58236 | 66684 | -8448 | -8448 | ||
| INVESTMENT COMPANY OF AMERICA | 2010-10-01 | 3383 | 3310 | 73 | 73 | ||
| PIONEER MID-CAP VALUE | 2004-12-14 | 2010-10-01 | 18148 | 25000 | -6852 | -6852 | |
| PIONEER MID-CAP VALUE | 2005-12-21 | 2010-10-01 | 11652 | 15000 | -3348 | -3348 | |
| PIONEER MID-CAP VALUE | 2008-03-12 | 2010-10-01 | 18840 | 20000 | -1160 | -1160 | |
| PIONEER MID-CAP VALUE | 2010-10-01 | 12448 | 15082 | -2634 | -2634 | ||
| PIONEER MID-CAP VALUE | 2010-10-01 | 36 | 34 | 2 | 2 | ||
| SMALLCAP WORLD FUND | 2000-04-12 | 2010-10-01 | 7191 | 8326 | -1135 | -1135 | |
| SMALLCAP WORLD FUND | 2000-04-19 | 2010-10-01 | 39412 | 43000 | -3588 | -3588 | |
| SMALLCAP WORLD FUND | 2000-05-01 | 2010-10-01 | 33398 | 36419 | -3021 | -3021 | |
| CAPITAL GAINS DIVIDENDS | 2067 | 2067 | 2067 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -51299 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 275492 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 914495 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.301250 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 106774 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1072298 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.099575 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 82015 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1215239 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.067489 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 36439 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1021578 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.035669 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 28255 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 868258 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.032542 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.536525 | TotalDistributionRatio |
| Average Distribution Ratio | 0.107305 | AverageDistributionRatio |
| Net Noncharitable Assets | 1062626 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 114025 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 274 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 114299 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 206706 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 274 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 274 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 274 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 357 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 357 | TotalCreditsAndPayments |
| Overpayment | 83 | Overpayment |
| Amount Credited To Next Year | 83 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 0 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES T RUPRECHT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6302797258 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ELMWOOD TERRACE | AddressLine1 |
| City | ELNHURST | City |
| State | IL | State |
| ZIP Code | 60126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JAMES RUPRECHT | ||||||||
| 111 ELMWOOD TERRACE | ELMHURST | IL | 60126 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| NANCY RUPRECHT | ||||||||
| 111 ELMWOOD TERRACE | ELMHURST | IL | 60126 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JAN LEADERS | ||||||||
| 111 ELMWOOD TERRACE | ELMHURST | IL | 60126 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1059749 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 19059 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1078808 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1078808 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16182 | CashDeemedCharitable |
| Net Noncharitable Assets | 1062626 | NetNoncharitableAssets |
| Minimum Investment Return | 53131 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 53131 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 274 | TaxBasedOnInvestmentIncome |
| Total Tax | 274 | TotalTax |
| Distributable Amount Before Adj | 52857 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 52857 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 52857 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 206706 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 206706 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 274 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 206432 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 52857 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 2703 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 54029 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 230335 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 287067 | TotalExcessDistriCarryover |
| Qualifying Distributions | 206706 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 52857 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 153849 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 440916 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 440916 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 2703 | ExcessFromYear3 |
| Excess From Year2 | 54029 | ExcessFromYear2 |
| Excess From Year1 | 230335 | ExcessFromYear1 |
| Excess From Current Year | 153849 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES RUPRECHT | ContributingManager |
| Contributing Manager | NANCY RUPRECHT | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|
| BARREL OF MONKEYS THEATRE AND EDUCATION COMPANY | |||||||||
| 2936 N SOUTHPORT | CHICAGO | IL | 60657 | UNRESTRICTED | $1,500 | ||||
| BOY SCOUTS OF AMERICA THREE FIRES COUNCIL | |||||||||
| 415 NORTH SECOND ST | ST CHARLES | IL | 60174 | UNRESTRICTED | $10,000 | ||||
| DI VOLLEYBALL CLUB LOYOLA UNIVERSITY RAMBLERS | |||||||||
| 1032 W SHERIDAN RD | CHICAGO | IL | 60660 | UNRESTRICTED | $1,000 | ||||
| DISTRICT 205 FOUNDATION | |||||||||
| 130 WEST MADISON ST | ELMHURST | IL | 60126 | UNRESTRICTED | $27,500 | ||||
| DIVEHEART FOUNDATION | |||||||||
| 900 OGDEN AVE | DOWNERS GROVE | IL | 60515 | UNRESTRICTED | $5,000 | ||||
| ELMHURST COLLEGE | |||||||||
| 190 PROSPECT AVE | ELMHURST | IL | 601263296 | UNRESTRICTED | $18,000 | ||||
| NORTHERN ILLINOIS FOODBANK | |||||||||
| 600 INDUSTRIAL DRIVE | ST CHARLES | IL | 60174 | UNRESTRICTED | $131,761 | ||||
| YORK COMMUNITY HIGH SCHOOL DUKES END ZONE CLUB | |||||||||
| 355 W ST CHARLES ROAD | ELMHURST | IL | 60126 | UNRESTRICTED | $350 | ||||
| J KYLE BRAID FOUNDATION | |||||||||
| 53634 ROAD NNN PO BOX 166 | VILLA GROVE | CO | 81155 | UNRESTRICTED | $4,000 | ||||
| AMERICAN CANCER SOCIETY | |||||||||
| 225 N MICHIGAN AVE 1200 | CHICAGO | IL | 60610 | UNRESTRICTED | $1,500 | ||||
| SHELTER BOX | |||||||||
| UNRESTRICTED | $1,000 | UNIT 1A WATER-MA-TROUT | HELSTON | CORNWALL | UK | ||||
| SPIRITO SINGERS | |||||||||
| 206 S KENMORE | ELMHURST | IL | 60126 | UNRESTRICTED | $300 | ||||
| STAY FOCUSED INC | |||||||||
| 245 E 44TH STREET 22B | NEW YORK | NY | 10017 | UNRESTRICTED | $2,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 203911 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $27,736 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$51,299 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$23,563 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -23563 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JAMES NANCY RUPRECHT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ELMWOOD TERRACE | AddressLine1 |
| City | LENHURST | City |
| State | IL | State |
| ZIP Code | 60126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 175000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BOND FUND OF AMERICA | NameOfBond |
| EOY Book Value | 167489 | EOYBookValue |
| EOYFMV | 156476 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| INCOME FUND OF AMERICA CL A | 310655 | 314910 |
| INVESTMENT CO OF AMERICA FUND | 0 | 0 |
| NEW PERSPECTIVE FUND CL A | 207579 | 207367 |
| PIONEER MID-CAP VALUE FUND | 0 | 0 |
| SMALL CAPWORLD FUND CL A | 75249 | 85958 |
| COLUMBIA ACORN FUND | 62067 | 68380 |
| DELAWARE EMERGING MARKETS FUND | 68000 | 73667 |
| MAINSTAY LARGE CAP GROWTH FUND | 165000 | 182669 |
| OPPENHEIMER DEVELOPING MARKETS | 81000 | 86949 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADVERTISING AND PRINTING | Description |
| Revenue And Expenses Per Books | 1399 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1399 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JAMES AND NANCY RUPRECHT | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ELMWOOD TERRACE | AddressLine1 |
| City | ELMHURST | City |
| State | IL | State |
| ZIP Code | 60126 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $368 | 368 | 0 |
| FILING FEES | $35 | 0 | 0 |
Comments