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SOURLIS IRRV CHARITABLE TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SOURLIS IRRV CHARITABLE TR (EIN 26-6158755)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-03
IRS object ID
201731239349100018
Schema version
2016v3.0
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)
Return2017-05-03T10:29:17-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-04-27SignatureDt
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)
IP2017-04-27IPDt
IP Tm14:33:10IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id9CE9B707A07BF94D94DE843089C9DEE26EEA26ADAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,481,829FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$119,846ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$219InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$219InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$506,702NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,201,182GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$506,702CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$626,767TotalRevAndExpnssAmt
Total Net Invst Incm$506,921TotalNetInvstIncmAmt
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$8,566AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,591AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$8,566TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,591TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$113,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$113,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$122,066TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,591TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$113,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$504,701ExcessRevenueOverExpensesAmt
Net Investment Income$500,330NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,926SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$938,417SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$938,417SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,671,541CorporateStockBOYAmt
Corporate Stock EOY$1,249,751CorporateStockEOYAmt
Corporate Stock EOYFMV$1,543,412CorporateStockEOYFMVAmt
Total Assets BOY$1,683,467TotalAssetsBOYAmt
Total Assets EOY$2,188,168TotalAssetsEOYAmt
Total Assets EOYFMV$2,481,829TotalAssetsEOYFMVAmt
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$1,683,467RetainedEarningBOYAmt
Retained Earning EOY$2,188,168RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,683,467TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,188,168TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,683,467TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,188,168TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,683,467TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$504,701ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,188,168SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,188,168TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Propertypublicly traded securitiesPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$2,201,182GrossSalesPriceAmt
Cost Or Other Basis$1,694,480CostOrOtherBasisAmt
Gain Or Loss$506,702GainOrLossAmt
Gains Minus Excess Or Losses$506,702GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$506,702CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$103,539AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,008,133NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051560DistributionYr1Rt
Adjusted Qlfy Distri Yr2$172,511AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,505,456NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.068854DistributionYr2Rt
Adjusted Qlfy Distri Yr3$178,482AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,996,421NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059565DistributionYr3Rt
Adjusted Qlfy Distri Yr4$132,376AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,413,141NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038784DistributionYr4Rt
Adjusted Qlfy Distri Yr5$173,325AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,598,530NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.037691DistributionYr5Rt
Total Distribution0.256454TotalDistributionRt
Average Distribution0.051291AverageDistributionRt
Net Vl Noncharitable Assets$2,034,037NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$104,328AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,003NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$109,331AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$113,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,003InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,003SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,003TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,005EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,005TotalPaymentsAndCreditsAmt
Tax Due$1,998TaxDueAmt

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

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$1,980,248AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$84,764AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,065,012TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,065,012AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,975CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,034,037NetVlNoncharitableAssetsAmt
Minimum Investment Return$101,702MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101,702MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,003TaxBasedOnInvestmentIncomeAmt
Total Tax$5,003TotalTaxAmt
Distributable Before Adj$96,699DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$96,699DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$96,699DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$113,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$113,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,003PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$108,497AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$96,699DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$35,031ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$47,416ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,238ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$85,685TotalExcessDistributionCyovAmt
Qualifying Distributions$113,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$96,699AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,801RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$102,486TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$102,486ExcessDistriCyovToNextYrAmt
Excess From Year3$35,031ExcessFromYear3Amt
Excess From Year2$47,416ExcessFromYear2Amt
Excess From Year1$3,238ExcessFromYear1Amt
Excess From Current Year$16,801ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PORTER COUNTY COMMUNITY FOUNDATION
PO BOX 302VALPARAISOIN46384NONEPCOPERATING FUNDS$50,000
TRADEWINDS REHABILITATION CENTER INC
3198 E 83RD PLACEMERRILLVILLEIN46410NONEPCOPERATING FUNDS$53,500
Early learning partnership of NWI
6530 new hampshire avehammondIN46323nonepcoperating funds$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$113,500TotalGrantOrContriPdDurYrAmt
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$219ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$506,702ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$506,921ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$506,921TotalIncomeProducingActyAmt

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$119,846TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,090 shares of Direxion large cap bull 3xNoncashPropertyDesc
Fair Market Value$119,846FairMarketValueAmt
Received2016-12-13ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$6,591$6,591$0
ACCOUNTING FEES$1,975$0$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK$500,000$500,000
SECURITIES$749,751$1,043,412

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

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