SAMUEL S COGGESHALL JR CHARITABLE TR: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
SAMUEL S COGGESHALL JR CHARITABLE TR (EIN 36-7233390)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-13
IRS object ID
201341339349303079
Schema version
2012v2.1
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)
Timestamp2013-05-13T13:31:07-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line115 S OLD STATE CAPITOL PLZ STE 200AddressLine1
CitySPRINGFIELDCity
StateILState
ZIP Code627011510ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN367233390EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SAMUEL S COGGESHALL JR CHARITABLE TRBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSAMUNameControl
Phone2177873000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 WEST ILESAddressLine1
CitySPRINGFIELDCity
StateILState
ZIP Code62704ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSARAH ROBINSONName
TitleTRUSTEETitle
Phone2177873000Phone
Date Signed2013-04-30DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL BASSName
PTINP00458970PTIN
Phone2177897700Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSARAH ROBINSONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11900 WEST ILESAddressLine1
CitySPRINGFIELDCity
StateILState
ZIP Code62704ZIPCode
FieldValueIRS element (for citing)
Gross Receipts140607GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1989YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionTO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATIONActivityOrMissionDescription
Nbr Voting Members Governing Body1NbrVotingMembersGoverningBody
Nbr Independent Voting Members1NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year41118InvestmentIncomePriorYear
Investment Income Current Year49210InvestmentIncomeCurrentYear
Other Revenue Prior Year85OtherRevenuePriorYear
Other Revenue Current Year158OtherRevenueCurrentYear
Total Revenue Prior Year41203TotalRevenuePriorYear
Total Revenue Current Year49368TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year74031GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY79320GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year12868OtherExpensePriorYear
Other Expenses Current Year10415OtherExpensesCurrentYear
Total Expenses Prior Year86899TotalExpensesPriorYear
Total Expenses Current Year89735TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-45696RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-40367RevenuesLessExpensesCY
Total Assets BOY2560863TotalAssetsBOY
Total Assets EOY2520496TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2560863NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2520496NetAssetsOrFundBalancesEOY
Mission DescriptionTO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATIONMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense82415Expense
Grants79320Grants
DescriptionCONTRIBUTION TO THE ILLINOIS ELKS CRIPPLED CHILDREN'S CORPORATION AS THE SPECIFIED DONEE OF THE TRUSTDescription
Total Program Service Expense82415TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members1NbrVotingGoverningBodyMembers
Number Independent Voting Members1NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1UNITED COMMUNITY BANKBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2177873000TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11900 WEST ILES AVENUEAddressLine1
CitySPRINGFIELDCity
StateILState
ZIP Code62704ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA

FieldValueIRS element (for citing)
Name PersonUNITED COMMUNITY BANKNamePerson
TitleTRUSTEETitle
Average Hours Per Week2.00AverageHoursPerWeek
Institutional TrusteeXInstitutionalTrustee
Reportable Comp From Organization0ReportableCompFromOrganization
Reportable Comp From Related Orgs0ReportableCompFromRelatedOrgs
Other Compensation0OtherCompensation
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column109473TotalRevenueColumn
Exclusion$109,473ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities30976Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities91239Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-60263Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-60263TotalRevenueColumn
Exclusion-$60,263ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionALLIANCEBERNSTEIN HOLDDescription
Business Code900099BusinessCode
Total Revenue Column158TotalRevenueColumn
Related Or Exempt Function Income158RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue158TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column49368TotalRevenueColumn
Related Or Exempt Function Income158RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$49,210ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total79320Total
Program Services79320ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total2520Total
Program Services2520ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total7320Total
Management And General7320ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
FOREIGN TAXES PAID286286
INVESTMENT EXPENSES274274
FILING FEES1515

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total89735Total
Program Services82415ProgramServices
Management And General7320ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY34903BOY
EOY70656EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY2516447BOY
EOY2440578EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY9513BOY
EOY9262EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2560863BOY
EOY2520496EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY2592427BOY
EOY2592427EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY-31564BOY
EOY-71931EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2560863BOY
EOY2520496EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2560863BOY
EOY2520496EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-40367ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1IL ELKS CRIPPLED CHILDRENBusinessNameLine1
FieldValueIRS element (for citing)
EIN371238064EIN
Type Of Organization501(C)(3)TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$79,320Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts79320SumOfAmounts

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1IL ELKS CRIPPLED CHILDREN'S CORPBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11201 N MAIN PO BOX 222AddressLine1
CityCHATHAMCity
StateILState
ZIP Code626290222ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient371238064EINOfRecipient
IRC Section501(C)(3)IRCSection
Amount Of Cash Grant79320AmountOfCashGrant
Purpose Of GrantTO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION.PurposeOfGrant

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1UNITED COMMUNITY BANKBusinessNameLine1
FieldValueIRS element (for citing)
RelationshipTRUSTEE OF THE ORGANIZATION FOR THE YEAR ENDED DECEMBER 31, 2012Relationship
Amount Of Transaction7320AmountOfTransaction
Description Of TransactionTHE ORGANIZATION PAID TRUSTEE FEES TO UNITED COMMUNITY BANK. AMOUNTS PAID WERE BASED ON RATES AVAILABLE TO UNRELATED THIRD PARTIES.DescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THE RETURN IS PROVIDED TO THE TRUSTEE PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.

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