2024-08-20T14:36:13-04:00 2023-12-31 383133790 ANDREWS HOOPER PAVLIK PLC 201 W BLUFF ST MARQUETTE MI 49855 990PF 2023-01-01 527243982 JAMES A RUPPE FOUNDATION JAME 9063371182 227 W MONROE STREET SUITE 4400 CHICAGO IL 606065096 JAMES A RUPPE TRUSTEE 2024-08-01 true true KARA A KATONA P00726523 9062283600 2024-08-01 2023 2024-08-08 14:25:15Z X 11729956 X 636951 23332 23332 213474 213474 62155 62188 62187 935912 298993 9710 9710 3668 325 49 49 13427 10084 0 680354 680354 693781 10084 680354 242131 288909 65169 125255 125255 477680 112060 112060 4583091 5066785 8935189 1382991 1471435 2557452 6508931 6775535 11729956 0 X 6508931 6775535 6508931 6775535 6508931 6775535 6508931 242131 25130 6776192 657 6775535 GE HEALTHCARE D 2017-11-30 2023-01-19 63 1 62 62 62187 4016 4016 4016 3400 3700 7100 3084 3084 false false false false false false false true true IL true false false false false true N/A JAMES A RUPPE 9063371182 219A SIXTH STREET CALUMET MI 49913 false false false false false false false false false true false false false false false false false false false false false false JAMES A RUPPE 2500 E LAS OLAS BLVD FORT LAUDERDALE FL 33301 TRUSTEE 0.50 0 0 0 NONE NONE N/A 12782526 88838 0 12871364 12871364 193070 12678294 633915 633915 4016 4016 629899 629899 629899 680354 680354 629899 654201 680354 654201 26153 603746 JAMES A RUPPE X 31 BACKPACKS INC 1100 CENTURY WAY SUITE C HOUGHTON MI 49931 NONE PC CHILDHOOD HUNGER 6500 BARAGA COUNTY SHELTER HOME 115 NORTH FRONT ST STE 1 LANSE MI 49946 NONE PC DOMESTIC VIOLENCE VICTIMS 2500 BARBARA KETTLE GUNDLACH SHELTER HOME PO BOX 8 CALUMET MI 49913 NONE PC DOMESTIC VIOLENCE VICTIMS 5000 BASCOM PALMER EYE INSTITUTE PO BOX 016880 MIAMI FL 331019827 NONE PC EYE RESEARCH AND TREATMENT 1000 BAY CLIFF HEALTH CAMP PO BOX 310 BIG BAY MI 49808 NONE PC EDUCATIONAL PURPOSES 55000 BHK FOUNDATION (BARAGA HOUGHTON KEWEENAW CHILD DEVELOPMENT BOARD INC) 700 PARK AVENUE HOUGHTON MI 49931 NONE PC EDUCATIONAL PURPOSES 6500 BIG BORTHERS BIG SISTERS OF THE WESTERN UP (UP KIDS) PO BOX 428 HOUGHTON MI 49931 NONE PC EDUCATION PURPOSES 6000 BOOTJACK FIRE & RESCUE FOUNDATION INC 47715 BOOTJACK RD LAKE LINDEN MI 49945 NONE PC COMMUNITY SUPPORT 2000 BROWARD PUBLIC LIBRARY 100 SOUTH ANDREWS AVE FORT LAUDERDALE FL 33301 NONE PC PUBLIC LIBRARY 5000 CALUMET ART CENTER 57055 FIFTH ST CALUMET MI 49913 NONE PC COMMUNITY CARE FUND 3000 CALUMET FIGURE SKATING CLUB PO BOX 82 CALUMET MI 49913 NONE PC YOUTH ATHLETICS 2500 CALUMET HIGH SCHOOL 57070 MINE ST CALUMET MI 49913 NONE PC EDUCATIONAL PURPOSES 12000 CALUMET THEATRE 340 6TH STREET CALUMET MI 49913 NONE PC BUILDING IMPROVEMENTS 7000 CALUMET TOWNSHIP 25880 RED JACKET RD CALUMET MI 49913 NONE GOV COMMUNITY CARE FUND 50000 CAMP JOSH 22567 JOHNSON ROAD ONTONAGON MI 49953 NONE PC OUTDOOR EDUCATION 2000 CLK COUNCIL OF CHURCHES PO BOX 415 CALUMET MI 49913 NONE PC FOOD PANTRY 10000 CLK FOUNDATION 57070 MINE STREET CALUMET MI 49913 NONE PC EDUCATIONAL PURPOSES 12000 CO-CATHEDRAL OF ST JOHN THE EVANGELIST 11 4TH AVENUE SW ROCHESTER MN 55902 NONE PC RELIGIOUS 25000 COMMUNTY FOUNDATION OF BROWARD 910 E LAS OLAS BLVD SUITE 200 FT LAUDERDALE FL 33301 NONE PC COMMUNITY CHARITIES 7000 COPPER COUNTRY ANGEL MISSION 433 FIFTH STREET CALUMET MI 49913 NONE PC CLOTHING/FEEDING THE POOR 10000 COPPER COUNTRY HABITAT FOR HUMANITY PO BOX 231 HOUGHTON MI 49931 NONE PC BUILDING IMPROVEMENTS 6000 COPPER COUNTRY HUMANE SOCIETY PO BOX 453 HOUGHTON MI 49931 NONE PC ANIMAL CARE 2000 COPPER COUNTRY JUNIOR HOCKEY ASSOCIATION PO BOX 502 HANCOCK MI 49930 NONE PC YOUTH ATHLETICS 2000 COPPER COUNTRY SENIOR MEALS INC 821 W WATER ST HANCOCK MI 49930 NONE PC ELDERLY CARE 10000 COPPER COUNTRY SUZUKI ASSOCIATION PO BOX 137 DOLLAR BAY MI 49922 NONE PC MUSICAL EDUCATION 2500 COPPER SHORES COMMUNITY HEALTH FOUNDATION 400 QUINCY STREET HANCOCK MI 49930 NONE PC COMMUNITY CARE FUND 10000 COVENANT HOUSE FLORIDA 733 BREAKERS AVE FORT LAUDERDALE FL 333044100 NONE PC RUNAWAY/HOMELESS YOUTH 8000 DIAL HELP 609 SHELDEN AVE HOUGHTON MI 49931 NONE PC SUICIDE PERVENTION 6000 EL PROGRSO MEMORIAL LIBRARY 301 W MAIN STREET UVALDE TX 78801 NONE PC PUBLIC LIBRARY 500 GOGEBIC COMMUNITY COLLEGE FOUNDATION E4946 JACKSON ROAD IRONWOOD MI 49938 NONE PC EDUCATION PURPOSES 12000 GOOD WILL FARM ASSOCIATION (READ TO RIDE UP KIDS) PO BOX 428 HOUGHTON MI 49931 NONE PC EDUCATIONAL PURPOSES 2000 GROW & LEAD COMMUNITY & YOUTH DEV PO BOX 692 MARQUETTE MI 49855 NONE SO III FI EDUCATIONAL PURPOSES 3500 HOLY CROSS HOSPITAL 4725 N FEDERAL HIGHWAY FORT LAUDERDALE FL 33308 NONE PC GENERAL MEDICAL USE 4500 HORIZONS ALTERNATIVE HIGH SCHOOL 110 STANTON AVENUE MOHAWK MI 49950 NONE PC EDUCATIONAL PURPOSES 7500 HOUGHTON COUNTY HISTORICAL SOCIETY 53102 HWY M-26 LAKE LINDEN MI 49945 NONE PC HISTORICAL PRESERVATION 4000 HOUGHTON COUNTY MEDICAL CARE FACILITY 1100 W QUINCY STREET HANCOCK MI 49930 NONE PC HANDICAP/ELDERLY CARE 7000 KEWEENAW AREA COMMUNITY FOUNDATION PO BOX 265 HANCOCK MI 49930 NONE PC ALIVE INSIDE PROGRAM 2500 KEWEENAW AREA COMMUNITY FOUNDATION PO BOX 265 HANCOCK MI 49930 NONE PC AHMEEK ICE RINK 10000 KEWEENAW FAMILY RESOURCE CENTER 850 WEST SHARON AVE SUITE 6 HOUGHTON MI 49931 NONE PC EDUCATIONAL PURPOSES 1000 KEWEENAW HERITAGE CENTER 25880 RED JACKET ROAD CALUMET MI 49913 NONE PC HISTORICAL PRESERVATION 4000 KEWEENAW HISTORICAL SOCIETY 670 LIGHTHOUSE ROAD MOHAWK MI 49950 NONE PC HISTORICAL PRESERVATION 2500 KEWEENAW RANDOM ACTS OF COMMUNITY KINDNESS INC PO BOX 343 AHMEEK MI 49901 NONE PC COMMUNITY SUPPORT 1000 LAKE LINDEN-HUBBELL PUBLIC SCHOOLS FOUNDATION 601 CALUMET STREET LAKE LINDEN MI 49945 NONE PC EDUCATIONAL PURPOSES 6000 LAKE SUPERIOR BIBLE CAMP ASSOCIATION (GITCHEE GUMEE) 5189 GARDEN CITY RD EAGLE RIVER MI 49950 NONE PC RELIGIOUS 9000 LITTLE BROTHERS FRIENDS OF ELDERLY 527 HANCOCK STREET HANCOCK MI 49930 NONE PC HANDICAP/ELDERLY CARE 10000 MAINSTREET CALUMET PO BOX 188 CALUMET MI 49913 NONE PC HISTORICAL PRESERVATION 4000 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 NONE PC GENERAL MEDICAL USE 178354 MICHIGAN TECH FUND 1400 TOWNSEND DRIVE HOUGHTON MI 49931 NONE PC EDUCATIONAL PURPOSES 17500 NMU FOUNDATION 1401 PRESQUE ISLE AVE MARQUETTE MI 49855 NONE PC EDUCATIONAL PURPOSES 8000 OMEGA HOUSE 2211 MAUREEN LANE HOUGHTON MI 49931 NONE PC HOSPICE CARE 15000 RONALD MCDONALD HOUSE 850 SECOND STREET SW ROCHESTER MN 55902 NONE PC GENERAL MEDICAL USE 11500 SACRED HEART CHURCH 56512 ROCKLAND STREET CALUMET MI 49913 NONE PC RELIGIOUS 3000 SCHOOL SISTERS OF NOTRE DAME 10700 WEST RESEARCH DR SUITE 145 WAUWATOSA WI 53226 NONE PC RELIGIOUS 5500 SIMPLE KINDNESS FOR YOUTH INC 809 HECLA STREET HANCOCK MI 49930 NONE PC COMMUNITY CARE FUND 3000 ST ALBERT THE GREAT UNIVERSITY PARISH 411 MACINNES DRIVE HOUGHTON MI 49931 NONE PC RELIGIOUS 13000 ST IGNATIUS LOYOLA PARISH 305 PORTAGE STREET HOUGHTON MI 49931 NONE PC RELIGIOUS 7000 ST JOSEPH CATHOLIC CHURCH 701 CALUMET STREET LAKE LINDEN MI 49945 NONE PC RELIGIOUS 2500 ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC GENERAL MEDICAL USE 11000 ST SEBASTIAN CATHOLIC CHURCH 2000 MARIETTA DRIVE FT LAUDERDALE FL 33316 NONE PC RELIGIOUS 7000 ST VINCENT DEPAUL 204 QUINCY ST HANCOCK MI 49930 NONE PC COMMUNITY CARE FUND 1000 STAR CHILDRENS BEREAVEMENT SERVICES INC PO BOX 878 MARQUETTE MI 49855 NONE PC CHILD BEREAVEMENT CAMP 2500 THE BOGGY CREEK GANG INC (CAMP BOGGY CREEK) 30500 BRANTLEY BRANCH RD EUSTIS FL 32736 NONE PC EDUCATIONAL PURPOSES 11000 UNITED WAY OF BROWARD COUNTY 1300 SOUTH ANDREWS AVENUE FT LAUDERDALE FL 33316 NONE PC COMMUNITY CARE FUND 6000 UPPER PENINSULA HONOR FLIGHT 7508 J ROAD GLADSTONE MI 49837 NONE PC HONOR FLIGHTS FOR VETERANS 4000 WORLD WILDLIFE FUND PO BOX 97180 WASHINGTON DC 20090 NONE PC ANIMAL CARE 6000 680354 14 23332 14 213474 18 62155 298961 298961 false false false false false false false false false false X X 1 JAMES A RUPPE 2500 E LAS OLAS BLVD FT LAUDERDALE FL 33301 636951 X 1 400 SHARES OF COSTCO 260476 1 2000 SHARES OF IBM 326130 1 1000 SHARES OF WELLS FARGO & CO 50345 MAKELA TOUTANT HILL NARDI & KATO 9710 9710 ABBVIE 12107 22160 ALTRIA 3498 16136 AMERICAN INTERNATIONAL GROUP 16701 881 AMGEN 25263 108007 AUTOMATIC DATA PROCESSING 62595 128133 BAXTER INTERNATIONAL 10145 23196 BEST BUY 108917 119063 BRINKER INTERNATIONAL 335798 417767 CIGNA 55362 50907 COSTCO 587757 1023124 DISNEY 18097 72232 DOMINION RESOURCES 26663 39950 EDWARDS LIFE SCIENCE 118725 114375 ENBRIDGE 15053 12944 EXXONMOBIL 207173 275545 GE HEALTHCARE TECHNOLOGY 17181 12603 GENERAL ELECTRIC 60840 62794 INTERNATIONAL BUSINESS MACHINES 1380407 1620781 INTUIT 25689 656281 JANUS HENDERSON GROUP 8853 10013 KEWEENAW FINANCIAL CORP 1401449 3082099 KRAFT HEINZ CO 1034 3402 KYNDRYL HOLDINGS 52938 37446 MEDTRONIC PLC 278914 303653 MERCK 16197 32706 MONDELEZ INTERNATIONAL 2176 19990 NEXTERA ENGERGY 95414 535970 ORGANON & CO 811 433 PERRIGO 35573 7369 PHILIP MORRIS 7970 37632 TAKEDA 8428 6307 WABTEC CORP 1522 2538 WELLS FARGO & COMPANY 67535 78752 INVESCO QQQ AT COST 80190 187970 ISHARES CORE S&P MIDCAP ETF AT COST 30264 113632 ISHARES CORE US GROWTH ETF AT COST 14501 90951 T ROWE PRICE HEALTH SCIENCES FUND AT COST 28140 31574 VANGUARD 500 INDEX ADMIRAL AT COST 373942 992049 VANGUARD GROWTH & INCOME FUND AT COST 36028 47283 VANGUARD HEALTH CARE ADMIRAL AT COST 830907 983053 VANGUARD MID-CAP INDEX ADMIRAL AT COST 77463 110940 BOOK VERSUS TAX DIVIDENDS 657 EXPENSES INVESTMENT EXPENSES 9 9 IL ANNUAL REPORT FEE 30 30 ADMINISTRATIVE EXPENSES 10 10 STOCK CONTRIBUTION - BOOK VERSUS FMV 25130 FOREIGN TAX 325 325 FEDERAL EXCISE TAX 3343