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SOURLIS IRRV CHARITABLE TR: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SOURLIS IRRV CHARITABLE TR (EIN 26-6158755)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201901309349101290
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-10T08:31:48-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
ZIP463213517ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS DEVINEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2198537080PhoneNum
Signature2019-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMARA L LYNCHPreparerPersonNm
PTINP00060108PTIN
Phone2197693616PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.145.162.213IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-03IPDt
IP Tm10:16:24IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id72ED527D8EFFC1D93CEE6E8F9596E4FA2157AAB5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,406,358FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$160,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$274InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$274InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,814DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,814DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,098,136NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,764,791GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,139,901CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,264,224TotalRevAndExpnssAmt
Total Net Invst Incm$1,145,989TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,705AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,308OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,308OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,423TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,436TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,308TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$166,824ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$166,824ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$195,260TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,308TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$166,824TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,068,964ExcessRevenueOverExpensesAmt
Net Investment Income$1,134,681NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$110,159SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,091SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,091SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,527,827CorporateStockBOYAmt
Corporate Stock EOY$3,703,859CorporateStockEOYAmt
Corporate Stock EOYFMV$2,402,561CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$706OtherAssetsEOYAmt
Other Assets EOYFMV$706OtherAssetsEOYFMVAmt
Total Assets BOY$2,637,986TotalAssetsBOYAmt
Total Assets EOY$3,707,656TotalAssetsEOYAmt
Total Assets EOYFMV$2,406,358TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,637,986RetainedEarningBOYAmt
Retained Earning EOY$3,707,656RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,637,986TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,707,656TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,637,986TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,707,656TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,637,986TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,068,964ExcessRevenueOverExpensesAmt
Other Increases$706OtherIncreasesAmt
Subtotal$3,707,656SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,707,656TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$4,321,594$3,456,087$865,507$865,507
SETTLEMENT ON PUBLICLY TRADED SECURITIESP$23,586$23,586$23,586
PUBLICLY TRADED SECURITIESD$419,611$168,803$250,808$250,808
FieldValueIRS element (for citing)
Capital Gain Net Income$1,139,901CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$124,218AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,855,257NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043505DistributionYr1Rt
Adjusted Qlfy Distri Yr2$108,497AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,034,037NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053341DistributionYr2Rt
Adjusted Qlfy Distri Yr3$103,539AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,008,133NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051560DistributionYr3Rt
Adjusted Qlfy Distri Yr4$172,511AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,505,456NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.068854DistributionYr4Rt
Adjusted Qlfy Distri Yr5$178,482AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,996,421NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059565DistributionYr5Rt
Total Distribution0.276825TotalDistributionRt
Average Distribution0.055365AverageDistributionRt
Net Vl Noncharitable Assets$3,405,357NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$188,538AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11,347NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$199,885AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$166,824QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,694InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$22,694SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$22,694TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$12,694TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
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

FieldValueIRS element (for citing)
PersonPEOPLES BANKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19204 COLUMBIA AVENUEAddressLine1Txt
CityMUNSTERCityNm
State AbbreviationINStateAbbreviationCd
ZIP46321ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$3,125,706AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$331,509AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,457,215TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,457,215AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$51,858CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,405,357NetVlNoncharitableAssetsAmt
Minimum Investment Return$170,268MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$170,268MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,694TaxBasedOnInvestmentIncomeAmt
Total Tax$22,694TotalTaxAmt
Distributable Before Adj$147,574DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$147,574DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$147,574DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$166,824ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$166,824QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$166,824AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$147,574DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$26,109ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$47,416ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,238ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,801ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$93,564TotalExcessDistributionCyovAmt
Qualifying Distributions$166,824QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$147,574AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,250RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$112,814TotalCorpusAmt
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$26,109ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$86,705ExcessDistriCyovToNextYrAmt
Excess From Year4$47,416ExcessFromYear4Amt
Excess From Year3$3,238ExcessFromYear3Amt
Excess From Year2$16,801ExcessFromYear2Amt
Excess From Current Year$19,250ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUNES LEARNING CENTER
700 HOWE ROADCHESTERTONIN46304NONEPCOPERATING FUNDS$7,000
PANGERE RETINAL CENTER
1850 W ROOSEVELT RDCHICAGOIL60608NONEPCOPERATING FUNDS$5,000
THE DOVETAIL PROJECT
7300 S COTTAGE GROVECHICAGOIL60619NONEPCOPERATING FUNDS$25,000
LAKE AREA UNITED WAY
221 W RIDGE ROADGRIFFITHIN46319NONEPCOPERATING FUNDS$34,000
ANCILLA SYSTEMS INC
1419 SOUTH LAKE PARK AVENUEHOBARTIN46342NONEPCOPERATING FUNDS$6,559
TRADEWINDS REHABILITATION CENTER INC
3198 E 83RD PLACEMERRILLVILLEIN46410NONEPCOPERATING FUNDS$4,765
PATHWAY TO ADVENTURE
8751 CALUMET AVEMUNSTERIN46321NONEPCOPERATING FUNDS$7,500
OPPORTUNITY ENTERPRISES
2801 EVANS AVENUEVALPARAISOIN46383NONEPCOPERATING FUNDS$25,000
PORTER COUNTY COMMUNITY FOUNDATION
PO BOX 302VALPARAISOIN46384NONEPCOPERATING FUNDS$52,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$166,824TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$274ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,814ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,098,136ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,104,224ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,104,224TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1TOM SOURLISBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O PEOPLES BANK 9204 COLUMBIA AVEAddressLine1Txt
CityMUNSTERCityNm
State AbbreviationINStateAbbreviationCd
ZIP46321ZIPCd
FieldValueIRS element (for citing)
Total Contributions$160,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,705Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK$500,000$500,001
SECURITIES$3,203,859$1,902,560

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescREIMBURSEMENT RECEIVABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$706EOYBookValueAmt
EOYFMV$706EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON DEDUCTIBLE REIMBURSEMENT EXPENSEDesc
Amt$706Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$11,308Amt
Net Investment Income$11,308NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonTOM SOURLISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O PEOPLES BANK 9204 COLUMBIA AVEAddressLine1Txt
CityMUNSTERCityNm
State AbbreviationINStateAbbreviationCd
ZIP46321ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategoryTxt
Amt$14,423Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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