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SOURLIS IRRV CHARITABLE TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SOURLIS IRRV CHARITABLE TR (EIN 26-6158755)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-02
IRS object ID
202231539349100908
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-06-02T13:39:37-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351509921PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SWARTZ RETSON & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1235 E 86TH AVENUEAddressLine1Txt
CityMERRILLVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46410ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN266158755EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOURLIS IRREVOCABLE CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O THOMAS DEVINE PEOPLES BANKBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOURBusinessNameControlTxt
Phone2198537080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19204 COLUMBIA AVENUEAddressLine1Txt
CityMUNSTERCityNm
State AbbreviationINStateAbbreviationCd
ZIP46321ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTERRY QUINNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2198537080PhoneNum
Signature2022-06-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTERRYPersonFirstNm
Person LastQUINNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J NEWMANPreparerPersonNm
PTINP00829437PTIN
Phone2197693616PhoneNum
Preparation2022-06-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,906,005FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,066,773ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$460DividendsRevAndExpnssAmt
Dividends Net Invst Incm$460DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,350,754NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,961,832GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,350,754CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,417,987TotalRevAndExpnssAmt
Total Net Invst Incm$5,351,214TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$40,153CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$40,153CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,947AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$32,338TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$75,438TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,153TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$579,558ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$579,558ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$654,996TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,153TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$579,558TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,762,991ExcessRevenueOverExpensesAmt
Net Investment Income$5,311,061NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$19,983SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,402,286SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,402,286SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,845,179CorporateStockBOYAmt
Corporate Stock EOY$8,274,353CorporateStockEOYAmt
Corporate Stock EOYFMV$10,503,719CorporateStockEOYFMVAmt
Total Assets BOY$4,865,162TotalAssetsBOYAmt
Total Assets EOY$11,676,639TotalAssetsEOYAmt
Total Assets EOYFMV$13,906,005TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,865,162RetainedEarningBOYAmt
Retained Earning EOY$11,676,639RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,865,162TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,676,639TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,865,162TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,676,639TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,865,162TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,762,991ExcessRevenueOverExpensesAmt
Other Increases$48,486OtherIncreasesAmt
Subtotal$11,676,639SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,676,639TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$12,764,043$8,004,925$4,759,118$4,759,118
DONATED STOCK$1,197,789$606,153$591,636$591,636
FieldValueIRS element (for citing)
Capital Gain Net Income$5,350,754CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$73,824InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$73,824SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$73,824TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$95,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$111,400TotalPaymentsAndCreditsAmt
Es Penalty$11EsPenaltyAmt
Overpayment$37,565OverpaymentAmt
Applied To ES Tax$37,565AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksTHOMAS DEVINE PEOPLES BANKIndividualWithBooksNm
Phone2198537080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19204 COLUMBIA AVEAddressLine1Txt
CityMUNSTERCityNm
State AbbreviationINStateAbbreviationCd
ZIP46321ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FIRST MIDWEST BANK
10322 INDIANAPOLIS BLVDHIGHLANDIN46322TRUSTEE1.00$29,784$0$0
PEOPLES BANK
9204 COLUMBIA AVEMUNSTERIN46321TRUSTEE1.00$10,369$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,733,633AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,563,774AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,297,407TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,297,407AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$124,461CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,172,946NetVlNoncharitableAssetsAmt
Minimum Investment Return$408,647MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$408,647MinimumInvestmentReturnAmt
Tax Based On Investment Income$73,824TaxBasedOnInvestmentIncomeAmt
Total Tax$73,824TotalTaxAmt
Distributable Before Adj$334,823DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$334,823DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$334,823DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$579,558ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$579,558QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$334,823DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$16,801ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$19,250ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$68,615ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$65,191ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$169,857TotalExcessDistributionCyovAmt
Qualifying Distributions$579,558QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$334,823AppliedToCurrentYearAmt
Remaining Distri From Corpus$244,735RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$414,592TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$16,801ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$397,791ExcessDistriCyovToNextYrAmt
Excess From Year3$19,250ExcessFromYear3Amt
Excess From Year2$68,615ExcessFromYear2Amt
Excess From Year1$65,191ExcessFromYear1Amt
Excess From Current Year$244,735ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CRISIS CENTER
101 MONTGOMERY STREETGARYIN46403NONEPCOPERATING FUNDS$151,228
DOCTORS WITHOUT BORDERS USA
40 RECTOR STREET 16TH FLOORNEW YORKNY10006NONEPCOPERATING FUNDS$50,000
HOOSIER ENVIRONMENTAL COUNCIL
3591 N MERIDIANINDIANAPOLISIN46208NONEPCOPERATING FUNDS$10,000
LEGACY FOUNDATION
1000 E 80TH PL 402NMERRILLVILLEIN46410NONEPCOPERATING FUNDS$6,000
MY BLOCK MY HOOD MY CITY
47 WEST POLK SUITE 100CHICAGOIL60605NONEPCOPERATING FUNDS$1,000
PORTER COUNTY COMMUNITY FOUNDATION
PO BOX 302VALPARAISOIN46384NONEPCOPERATING FUNDS$230,000
TRADEWINDS REHABILITATION CENTER INC
3198 E 83RD PLACEMERRILLVILLEIN46410NONEPCOPERATING FUNDS$21,330
ACLU FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEPCOPERATING FUNDS$5,000
FRANSISCAN HEALTH FOUNDATION
2050 NORTH MAIN STREET SUITE ACROWN POINTIN46307NONEPCOPERATING FUNDS$10,000
SHIRLEY HEINZE LAND TRUST
109 WEST 700 NORTHVALPARAISOIN46385NONEPCOPERATING FUNDS$10,000
NATURE CONSERVANCY
620 W OHIO STREETINDIANAPOLISIN46202NONEPCOPERATING FUNDS$10,000
YMCA NORTHWEST INDIANA
150 W 15TH AVEGARYIN46407NONEPCOPERATING FUNDS$12,000
THE CROSSROADS FUND
3411 W DIVERSEY AVE 20CHICAGOIL60647NONEPCOPERATING FUNDS$51,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601NONEPCOPERATING FUNDS$4,750
SOJOURNER TRUTH HOUSE
410 WEST 13TH AVEGARYIN46407NONEPCOPERATING FUNDS$5,000
GREATER CHICAGO FOOD DEPOSITORY
4100 WEST ANN LURIE PLACECHICAGOIL60632NONEPCOPERATING FUNDS$2,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$579,558TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$460ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,350,754ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,351,214ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,351,214TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTOM SOURLISContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O PEOPLES BANK 9204 COLUMBIA AVENAddressLine1Txt
CityMUNSTERCityNm
State AbbreviationINStateAbbreviationCd
ZIP46321ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,066,773TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property7,095 SHARES OF PROSHARES ULTRAPRO TQQQ AND 14,600 SHARES OF PROSHARES ULTRAPRO TQQQNoncashPropertyDesc
Fair Market Value$2,066,773FairMarketValueAmt
Received2021-12-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$2,850$0$0
MISC FEE$97$0$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK$700,001$708,545
SECURITIES$7,574,352$9,795,174

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDONATED 1,400 SHARES OF PROSHARES ULTRA PRO QQQ BOOK TO FMV DIFFERENCEDesc
Amt$48,486Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$32,338Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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