Civic Intelligence

Sourlis Irrevocable Charitable Trust C/O Terrance M Quinn Peoples Bank

990PF • Fiscal year 2012 • EIN 26-6158755

Jan 01, 2012 to Dec 31, 2012 • Filed on May 02, 2013

Organization Profile
9204 Columbia Avenue46321-3517
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

77th percentile

$9,820

Higher top officer pay than 77% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

3rd percentile

-30%

Faster asset growth than 3% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$2,848,652

Down $1,217,641 (-30%) from 2011

Net Assets

Down

$2,848,652

Down $1,217,641 (-30%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$142,196

Down $66,780 (-32%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $4,861,926Liabilities 2010: $0Net Assets 2010: $4,861,9262010Assets 2011: $4,066,293Liabilities 2011: $0Net Assets 2011: $4,066,2932011Assets 2012: $2,848,652Liabilities 2012: $0Net Assets 2012: $2,848,6522012Assets 2013: $2,976,293Liabilities 2013: $0Net Assets 2013: $2,976,2932013Assets 2014: $2,265,325Liabilities 2014: $0Net Assets 2014: $2,265,3252014Assets 2015: $1,683,467Liabilities 2015: $0Net Assets 2015: $1,683,4672015Assets 2016: $2,188,168Liabilities 2016: $0Net Assets 2016: $2,188,1682016Assets 2018: $3,707,656Liabilities 2018: $0Net Assets 2018: $3,707,6562018Assets 2019: $3,701,451Liabilities 2019: $0Net Assets 2019: $3,701,4512019Assets 2020: $4,865,162Liabilities 2020: $0Net Assets 2020: $4,865,1622020Assets 2021: $11,676,639Liabilities 2021: $0Net Assets 2021: $11,676,6392021Assets 2022: $4,258,723Liabilities 2022: $0Net Assets 2022: $4,258,7232022Assets 2023: $4,146,042Liabilities 2023: $0Net Assets 2023: $4,146,0422023Assets 2024: $3,974,918Liabilities 2024: $0Net Assets 2024: $3,974,9182024

Highlighted filing

2012

Assets$2,848,652
Liabilities$0
Net Assets$2,848,652
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $268,1542010Expenses 2011: $208,9762011Expenses 2012: $142,1962012Revenue 2013: $322,988Expenses 2013: $195,347Net Income 2013: $127,6412013Revenue 2014: -$525,362Expenses 2014: $185,606Net Income 2014: -$710,9682014Revenue 2015: -$482,518Expenses 2015: $114,583Net Income 2015: -$597,1012015Revenue 2016: $626,767Expenses 2016: $122,066Net Income 2016: $504,7012016Revenue 2018: $1,264,224Expenses 2018: $195,260Net Income 2018: $1,068,9642018Revenue 2019: $283,500Expenses 2019: $289,705Net Income 2019: -$6,2052019Revenue 2020: $1,510,809Expenses 2020: $347,098Net Income 2020: $1,163,7112020Revenue 2021: $7,417,987Expenses 2021: $654,996Net Income 2021: $6,762,9912021Revenue 2022: -$6,920,923Expenses 2022: $324,978Net Income 2022: -$7,245,9012022Revenue 2023: $122,222Expenses 2023: $235,047Net Income 2023: -$112,8252023Revenue 2024: $266,203Expenses 2024: $483,515Net Income 2024: -$217,3122024

Highlighted filing

2012

Revenue-
Expenses$142,196
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 2, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEOPLES BANKTrustee-$9,820-$9,820
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPORTER COUNTY COMMUNITY FOUNDATIONCOMMUNITY FUND ENDOWMENTPUBLIC CHARITYVALPARAISO, IN, US$126,984
Paid GrantTRADEWINDS REHABILITATION CENTER INCOPERATING FUNDSPUBLIC CHARITYGARY, IN, US$5,392
Filing and Contact Details

Filer

EIN
26-6158755
Raw XML Appendix280 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
GeneralExplanationAttachment/GeneralExplanation/Explanation0THE DISTRIBUTION OF $126,984 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.
GeneralExplanationAttachment/GeneralExplanation/Identifier0REQUIRED STATEMENT FOR DISTRIBUTION TO DONOR ADVISED FUND
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0FORM 990PF, PART VII-A, PAGE 5, ITEM 12
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01174656
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01219407
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCK
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount084588
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-1173074
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01995
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount011046
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode001
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0-1075445
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-1075445
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm09820
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss09820
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0132376
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0132376
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm084588
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss084588
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-1217641
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice05448404
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm01995
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss01995
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-1173074
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome076763
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss011046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0132376
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm09820
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0142196
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome086583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-1075445
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm09820
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss09820
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01378794
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01174656
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01219407
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY04066293
IRS990PF/BalanceSheets/RetainedEarningsEOY02848652
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY02687499
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01673996
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01673996
IRS990PF/BalanceSheets/TotalAssetsBOY04066293
IRS990PF/BalanceSheets/TotalAssetsEOY02848652
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02893403
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY04066293
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02848652
IRS990PF/BalanceSheets/TotalNetAssetsBOY04066293
IRS990PF/BalanceSheets/TotalNetAssetsEOY02848652
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-1173074
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis06621478
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-1173074
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-1173074
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice05448404
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-1217641
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02848652
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY04066293
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02848652
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0169122
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0169122
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0169122
IRS990PF/DistributableAmount/MinimumInvestmentReturn0170657
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01535
IRS990PF/DistributableAmount/TotalTax01535
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0800
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01535
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01535
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01535
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0735
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0800
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02893403
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03465118
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01493541
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01971577
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable051977
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0170657
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets03413141
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets03465118
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation09820
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PEOPLES BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine109204 COLUMBIA AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MUNSTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode046321
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0192955
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0192187
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.056308
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.037691
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.056055
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.071960
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.059527
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets03413141
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear104598530
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear204338276
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302050045
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40879914
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0768
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0132376
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10173325
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20243184
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30147521
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4052379
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.225233
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0132376
IRS990PF/QualifyingDistributions/ExpensesAndContributions0132376
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0132376
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract01
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0TERRANCE QUINN PEOPLES BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02198537080
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine109204 COLUMBIA AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MUNSTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode046321
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IN
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0NONE
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0126984
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15392
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0COMMUNITY FUND ENDOWMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1OPERATING FUNDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10PORTER COUNTY COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11TRADEWINDS REHABILITATION CENTER INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1057 FRANKLIN ST 207
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine115901 W 7TH AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0VALPARAISO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1GARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode046383
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode146406
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0132376
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0132376
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0169122
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2038567
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear309006
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus036746
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY036746
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear010827
IRS990PF/UndistributedIncome/ExcessFromYear2010827
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0132376
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus010827
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover047573
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome011046
OtherIncomeSchedule2/OtherIncome/Description0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks011046
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0266158755
ReturnHeader/Filer/Name/BusinessNameLine10SOURLIS IRREVOCABLE CHARITABLE TRUST
ReturnHeader/Filer/Name/BusinessNameLine20C/O TERRANCE M QUINN PEOPLES BANK
ReturnHeader/Filer/NameControl0SOUR
ReturnHeader/Filer/Phone02198537080
ReturnHeader/Filer/USAddress/AddressLine109204 COLUMBIA AVENUE
ReturnHeader/Filer/USAddress/City0MUNSTER
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode0463213517
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-02
ReturnHeader/Officer/Name0TERRANCE QUINN
ReturnHeader/Officer/Phone02198537080
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0351509921
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SWARTZ RETSON & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10235 E 86TH AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MERRILLVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode046410
ReturnHeader/Preparer/Name0TAMARA LYNCH
ReturnHeader/Preparer/Phone02197693616
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-07T09:08:43-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,848,652
Liabilities
$0
Net assets
$2,848,652
Revenue
-
Expenses
$142,196
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.27$0.48$0.22
2023Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.12$0.24$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$6.92$0.32$7.25
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$7.42$0.65$6.76
2020Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$1.51$0.35$1.16
2019Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.28$0.29$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$1.26$0.20$1.07
2016Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.63$0.12$0.50
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.48$0.11$0.60
2014Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.53$0.19$0.71
2013Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.32$0.20$0.13
2012Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.14
2011Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.21
2010Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.27