2012-05-14T13:56:52-05:00
2011-12-31
351509921
SWARTZ RETSON & CO PC
235 E 86TH AVE
MERRILLVILLE
IN
46410
990PF
2011-01-01
266158755
SOURLIS IRREVOCABLE CHARITABLE TRUST
C/O TERRANCE M QUINN PEOPLES BANK
SOUR
2198537080
9204 COLUMBIA AVENUE
MUNSTER
IN
463213517
TERRANCE QUINN
TRUSTEE
2198537080
2012-05-08
1
TAMARA LYNCH
P00060108
2197693616
2011
2016-02-24 21:20:13Z
X
4040447
X
1000000
1039
1039
38716
38716
-1626412
24039040
0
-586657
39755
12054
12054
0
3400
0
0
20197
0
0
35651
12054
0
173325
173325
208976
12054
173325
-795633
27701
206353
2687499
2687499
4655573
1378794
1352948
4861926
4066293
4040447
0
0
X
0
0
0
0
4861926
4066293
4861926
4066293
4861926
4066293
4861926
-795633
0
4066293
0
4066293
PUBLICLY TRADED SECURITIES
P
24039040
25665452
-1626412
-1626412
-1626412
0
243184
4338276
0.056055
147521
2050045
0.071960
52379
879914
0.059527
0.187542
0.062514
4598530
287473
277
287750
173325
554
0
554
0
554
12400
12400
11846
800
11046
0
0
0
0
0
0
0
0
0
0
1
1
IN
1
0
0
0
1
1
NONE
TERRANCE QUINN PEOPLES BANK
2198537080
9204 COLUMBIA AVE
MUNSTER
IN
46321
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
PEOPLES BANK
9204 COLUMBIA AVENUE
MUNSTER
IN
46321
TRUSTEE
1.00
12054
0
0
NONE
0
NONE
0
0
3442522
1226036
0
4668558
0
0
4668558
70028
4598530
229927
229927
554
554
229373
0
229373
0
229373
173325
0
173325
0
173325
229373
0
0
8693
56361
38567
103621
173325
0
0
0
173325
0
56048
56048
47573
0
0
0
0
0
0
0
47573
9006
38567
X
PORTER COUNTY COMMUNITY FOUNDATION
57 FRANKLIN ST 207
VALPARAISO
IN
46383
NONE
PUBLIC CHARITY
COMMUNITY FUND ENDOWMENT
153983
TRADEWINDS REHABILITATION CENTER INC
5901 W 7TH AVENUE
GARY
IN
46406
NONE
PUBLIC CHARITY
OPERATING FUNDS
19342
173325
0
14
1039
14
38716
18
-1626412
0
-1586657
0
-1586657
0
0
0
0
0
0
0
0
0
0
X
X
1
TOM SOURLIS
C/O PEOPLES BANK 9204 COLUMBIA AVE
MUNSTER
IN
46321
1000000
X
ACCOUNTING FEES
3400
0
0
REQUIRED STATEMENT FOR DISTRIBUTION TO DONOR ADVISED FUND
FORM 990PF, PART VII-A, PAGE 5, ITEM 12
THE DISTRIBUTION OF $153,983 TO THE PORTER COUNTY COMMUNITY FOUNDATION WAS TRANSFERRED TO THE DONOR ADVISED ACCOUNT OF A DISQUALIFIED PERSON. DISTRIBUTIONS FROM THIS DONOR ADVISED FUND WILL BE MADE TO COMMUNITY ORGANIZATIONS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE THIS AMOUNT HAS BEEN TREATED AS A QUALIFYING DISTRIBUTION ON FORM 990PF.
VANGUARD FUNDS
0
0
CORPORATE STOCK
1378794
1352948
FEDERAL TAXES
20197
0
0