STRATEGY STUDIO / PUBLIC DATA EXPLORER

HISTORIC COOKSVILLE TRUST INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HISTORIC COOKSVILLE TRUST INC (EIN 39-1995199)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202411359349313371
Schema version
2023v5.0
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)
Return2024-05-14T22:19:00ZReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431871840PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HRB TAX GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 MAIN ST STE 104EAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391995199EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HISTORIC COOKSVILLE TRUST INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHISTBusinessNameControlTxt
Phone6082940197PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111245 N STATE ROAD 138AddressLine1Txt
CityEVANSVILLECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53536ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY ZIMMERMANPersonNm
Person TitleCHAIRPersonTitleTxt
Phone6082940197PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYPersonFirstNm
Person LastZIMMERMANPersonLastNm
FieldValueIRS element (for citing)
Form8822 B AttachedYes (X)Form8822BAttachedInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSusan WulfsbergPreparerPersonNm
PTINP01729436PTIN
Phone8004725625PhoneNum
Preparation2024-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1HISTORIC COOKSVILLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerTAYLOR GYORKOSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111245 N STATE ROAD 138AddressLine1Txt
CityEvansvilleCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53536ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$22,562GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressNONEWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionPRESERVATION OF COOKSVILLES HISTORIC AND NATURAL HERITAGEActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers18TotalVolunteersCnt
Total Gross UBI$300TotalGrossUBIAmt
PY Contributions Grants$36,966PYContributionsGrantsAmt
CY Contributions Grants$17,675CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5,943PYInvestmentIncomeAmt
CY Investment Income$4,587CYInvestmentIncomeAmt
CY Other Revenue$300CYOtherRevenueAmt
PY Total Revenue$42,909PYTotalRevenueAmt
CY Total Revenue$22,562CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$149CYTotalFundraisingExpenseAmt
PY Other Expenses$264,201PYOtherExpensesAmt
CY Other Expenses$178,494CYOtherExpensesAmt
PY Total Expenses$264,201PYTotalExpensesAmt
CY Total Expenses$178,494CYTotalExpensesAmt
PY Revenues Less Expenses-$221,292PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$155,932CYRevenuesLessExpensesAmt
Total Assets BOY$274,354TotalAssetsBOYAmt
Total Assets EOY$139,091TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$274,354NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$139,091NetAssetsOrFundBalancesEOYAmt
MissionPRESERVATION OF COOKSVILLES HISTORIC AND NATURAL HERITAGEMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$173,164ExpenseAmt
DescARCHIVES PROJECT: FINAL CONSTRUCTION COSTS, DRIVEWAY PROJECT INCLUDING DRAIN PIPES AND GRAVEL, CEMENT FOR HANDICAPPED PARKING, MATERIALS FOR LANDSCAPING, FURNITURE, FIRE EXTINGUISHERS, ARCHIVES MISC. SUPPLIESDesc
Total Program Service Expenses$173,164TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Tax Exempt Interest$0TaxExemptInterestAmt
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTAYLOR GYORKOSPersonNm
Phone6082940197PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111245 N STATE ROAD 138AddressLine1Txt
CityEvansvilleCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53536ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ELLSWORTH BROWN
BOARD MEMBER1.00Yes (X)$0$0$0
CHRIS BEEBE
BOARD MEMBER1.00Yes (X)$0$0$0
JAMES DANKY
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT DEGNER
VICE CHAIR1.00$0$0$0Yes (X)
WILLIAM HOERNKE
BOARD MEMBER1.00Yes (X)$0$0$0
SCOTT JOHNSON
SECRETARY1.00$0$0$0Yes (X)
MARY KOHLMAN
BOARD MEMBER1.00Yes (X)$0$0$0
RANDY OCONNELL
BOARD MEMBER1.00Yes (X)$0$0$0
TAYLOR GYORKOS
TREASURER2.00$0$0$0Yes (X)
NANCY REMLEY
BOARD MEMBER1.00Yes (X)$0$0$0
MARY ZIMMERMAN
CHAIR4.00$0$0$0Yes (X)
MELISSA HOWARD
BOARD MEMBER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$17,675AllOtherContributionsAmt
Total Contributions$17,675TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,587TotalRevenueColumnAmt
Related Or Exempt Func Income$4,587RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$300RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$300RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$300TotalRevenueColumnAmt
Unrelated Business Revenue$300UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,562TotalRevenueColumnAmt
Related Or Exempt Func Income$4,587RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$300UnrelatedBusinessRevenueAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$25TotalAmt
Management And General$25ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$350TotalAmt
Management And General$350ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$135TotalAmt
Management And General$135ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,429TotalAmt
Management And General$2,429ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,815TotalAmt
Management And General$1,815ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
ARCHIVES PROJECT$173,313$173,164$149
ANTIQUE ORGAN MOVING$350$350
MISC$77$77

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$178,494TotalAmt
Program Services$173,514ProgramServicesAmt
Management And General$4,831ManagementAndGeneralAmt
Fundraising$149FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$128,071BOYAmt
EOY$7,757EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$146,283BOYAmt
EOY$131,334EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$274,354BOYAmt
EOY$139,091EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$274,354BOYAmt
EOY$139,091EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$274,354BOYAmt
EOY$139,091EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$274,354BOYAmt
EOY$139,091EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$155,932ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$20,669NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$350CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,871CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,573CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,966CurrentTaxYearMinus1YearAmt
Current Tax Year$17,675CurrentTaxYearAmt
Total$110,435TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$350CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,871CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,573CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,966CurrentTaxYearMinus1YearAmt
Current Tax Year$17,675CurrentTaxYearAmt
Total$110,435TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$110,435PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58,914CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,121CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,865CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,943CurrentTaxYearMinus1YearAmt
Current Tax Year$4,587CurrentTaxYearAmt
Total$107,430TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$586CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$585CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$584CurrentTaxYearMinus2YearsAmt
Current Tax Year$300CurrentTaxYearAmt
Total$2,055TotalAmt
FieldValueIRS element (for citing)
Total Support$219,920TotalSupportAmt
Public Support CY1700.50220PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART VI, LINE 11THE TREASURER REVIEWS THE 990. THIS REVIEW IS ACCEPTED BY THE BOARD.
PART VI. LINE 19GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.