STRATEGY STUDIO / PUBLIC DATA EXPLORER

HISTORIC COOKSVILLE TRUST INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HISTORIC COOKSVILLE TRUST INC (EIN 39-1995199)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-09
IRS object ID
202221299349301782
Schema version
2021v4.2
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)
Return2022-05-09T15:08:28ZReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431871840PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Block AdvisorsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1999 FOURIER DRAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53717ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Phone6086288567PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110706 N TOLLES RDAddressLine1Txt
CityEVANSVILLECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53536ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY R ZIMMERMANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6086288567PhoneNum
Signature2022-05-06SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYPersonFirstNm
Person LastZIMMERMANPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSusan WulfsbergPreparerPersonNm
PTINP01729436PTIN
Phone6088291442PhoneNum
Preparation2022-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1HISTORIC COOKSVILLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMARY R ZIMMERMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110706 N TOLLES RDAddressLine1Txt
CityEvansvilleCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53536ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$165,873GrossReceiptsAmt
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 Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers18TotalVolunteersCnt
Total Gross UBI$584TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$584NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$13,871PYContributionsGrantsAmt
CY Contributions Grants$117,524CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$14,846PYInvestmentIncomeAmt
CY Investment Income$47,749CYInvestmentIncomeAmt
PY Other Revenue$585PYOtherRevenueAmt
CY Other Revenue$584CYOtherRevenueAmt
PY Total Revenue$29,302PYTotalRevenueAmt
CY Total Revenue$165,857CYTotalRevenueAmt
PY Grants And Similar Paid$200PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$50CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$60,632PYOtherExpensesAmt
CY Other Expenses$38,759CYOtherExpensesAmt
PY Total Expenses$60,832PYTotalExpensesAmt
CY Total Expenses$38,809CYTotalExpensesAmt
PY Revenues Less Expenses-$31,530PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$127,048CYRevenuesLessExpensesAmt
Total Assets BOY$555,536TotalAssetsBOYAmt
Total Assets EOY$678,185TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$555,536NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$678,185NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPRESERVATION OF COOKSVILLES HISTORIC AND NATURAL HERITAGEMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$35,017ExpenseAmt
DescCHURCH BUILDING PAINTED, DRILLED FOR WATER, DREW UP ARCHITECTURAL PLANS FRO THE ARCHIVES PROJECTDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,465ExpenseAmt
DescPRAIRIE SIGN FABRICATION AND INSTALLATIONDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$36,482TotalProgramServiceExpensesAmt
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 Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
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)
PersonMARY R ZIMMERMANPersonNm
Phone6086288567PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110706 TOLLES ROADAddressLine1Txt
CityEvansvilleCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53536ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 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 CHAIRMAN1.00$0$0$0Yes (X)
JOHN DIEFENTHALER
BOARD MEMBER1.00Yes (X)$0$0$0
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
LARRY REED
CHAIRMAN1.00$0$0$0Yes (X)
NANCEY REMLEY
BOARD MEMBER1.00Yes (X)$0$0$0
MARY ZIMMERMAN
TREASURER1.00$0$0$0Yes (X)
RICK MANTHE
EX OFFICIO COUNSEL1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$117,524AllOtherContributionsAmt
Total Contributions$117,524TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$47,749TotalRevenueColumnAmt
Related Or Exempt Func Income$47,749RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$600RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$16RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$584RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$584TotalRevenueColumnAmt
Unrelated Business Revenue$584UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$165,857TotalRevenueColumnAmt
Related Or Exempt Func Income$47,749RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$584UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$50TotalAmt
Program Services$50ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$10TotalAmt
Management And General$10ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

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

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$176TotalAmt
Management And General$176ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,741TotalAmt
Management And General$1,741ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
ARCHIVES PROJECT$35,017$35,017
PRAIRIE SIGN FABRICATE, INSTALL$1,465$1,465

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$38,809TotalAmt
Program Services$36,532ProgramServicesAmt
Management And General$2,277ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,563BOYAmt
EOY$5,438EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$96,000LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$96,000BOYAmt
EOY$96,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$449,973BOYAmt
EOY$576,747EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$555,536BOYAmt
EOY$678,185EOYAmt

Total Liabilities TotalLiabilitiesGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$555,536BOYAmt
EOY$678,185EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$555,536BOYAmt
EOY$678,185EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$555,536BOYAmt
EOY$678,185EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$127,048ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,399NetUnrlzdGainsLossesInvstAmt
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$3,030CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$650CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,871CurrentTaxYearMinus1YearAmt
Current Tax Year$41,573CurrentTaxYearAmt
Total$59,474TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,030CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$650CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,871CurrentTaxYearMinus1YearAmt
Current Tax Year$41,573CurrentTaxYearAmt
Total$59,474TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$59,474PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,962CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,021CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,914CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,121CurrentTaxYearMinus1YearAmt
Current Tax Year$22,865CurrentTaxYearAmt
Total$111,883TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$586CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$586CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$585CurrentTaxYearMinus1YearAmt
Current Tax Year$584CurrentTaxYearAmt
Total$2,341TotalAmt
FieldValueIRS element (for citing)
Total Support$173,698TotalSupportAmt
Public Support CY1700.34240PublicSupportCY170Pct
Public Support PY1700.18510PublicSupportPY170Pct
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 (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III LINE 4A CHURCH BUILDING RENOVATIONS FOR ARCHIVES PROJECT$35,017 SPENT FOR PAINTING, WELL DRILLING, HOLDING TANK AND ARCHITECTURE DRAWINGS
PART IX LINE 1 CONTRIBUTION TO COOKSVILLE LUTHERAN CHURCH$50 DONATED
PART III LINE 4B PRAIRIE SIGN FABRICATION AND INSTALLATION$1741 SPENT TO CREATE AND INSTALL SIGN