Joanne A Coogan Char Tr, Horn Jerold I Ttee in Peoria, Illinois (IL)

Joanne A Coogan Char Tr, Horn Jerold I Ttee
Employer Identification Number (EIN)	376347112
Name of Organization	Joanne A Coogan Char Tr
Secondary Name	Horn Jerold I Ttee
Address	6443 N Oakbrook Ct, Peoria, IL 61614-3300
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	12/1997
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$500,000 to $999,999
Income	$25,000 to $99,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$534,164
Amount of Income	$98,081
Form 990 Revenue Amount	$39,602
National Taxonomy of Exempt Entities (NTEE)	Philanthropy, Voluntarism and Grantmaking Foundations:

Non-representatives - add comments:

Amount of income in 2013: $98,081 (it was $134,952 in 2012)

Joanne A Coogan Char Tr, Horn Jerold I Ttee:	$98,081
Other organizations performing similar types of work:	$161,555

Assets in 2013: $534,164 (it was $486,891 in 2012)

This organization:	$534,164
Other organizations performing similar types of work:	$432,086

Expenses in 2013: $33,552

This organization:	$33,552
Other organizations performing similar types of work:	$61,941

Income to expenses ratio in 2013: 2.9

Joanne A Coogan Char Tr, Horn Jerold I Ttee:	2.9
Other organizations performing similar types of work:	2.8

Grants share in income in 2013: 63.9%

This organization:	63.9%
Other organizations performing similar types of work:	0.0%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$58,789	$21,242	$16,482
Contributions, gifts, grants, etc., received	$37,547
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$14,085
Gross rents	$0
Gross sales price for all assets	$46,449
Gross profit from sales of goods	$0
Other income	$0
Other	$7,157
Total expenses and disbursements	$33,552	$0	$0	$30,750
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$475
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$2,802	$0		$0
Contributions, gifts, grants paid	$30,750
Excess of revenue over expenses and disbursements	$25,237
Net investment income		$21,242
Adjusted net income			$16,482

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$447,914	$474,044	$486,891	$0	$534,164	$0
Cash - non-interest-bearing	$4,801		$5,910		$11,785
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$348,207		$358,129		$453,236
Investments-corporate bonds	$70,016		$19,904		$19,059
Investments-mortgage loans	$0		$0		$0
Investments-other	$0		$0		$0
Other assets			$0		$0
Total liabilities	$0		$0		$0
Total liabilities and net assets/fund balances	$447,914		$486,891		$534,164

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$0	$0	$7,157
Net capital loss	$-7,458	$-1,524	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$235	$273	$425
Total credits and payments	$4	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$273	$425
Overpayment		$0	$0
Amount to be credited to next year's estimated tax	$0	$0	$0

	2011	2012	2013
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	Yes	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$473,749	$531,091	$536,315
Net value of noncharitable-use assets		$523,125	$528,270
Minimum investment return	$23,332	$26,156	$26,414

	2011	2012	2013
Distributable Amount
Distributable amount	$0	$0	$0

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$0	$0	$0
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$0
Dividends and interest from securities	$0	$14,085

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Baisley Powell Elebash Fund	10 S Dearborn Il1-0111, Chicago, IL 60603-2300	IL	1998-01	$2,527,913
2	Vanderburgh Johnstone Foundation Tr 20304093	10 S Dearborn, Chicago, IL 60603-2300	IL	1997-01	$1,257,923
3	Steve & Sarah Wheeler Charitable Tr 9371934800	10 S Dearborn, Chicago, IL 60603-2300	IL	1998-04	$1,128,598
4	Charles Hayden Smith Charitable Tr	135 S Lasalle St Il4-135-14-19, Chicago, IL 60603	IL	1997-07	$1,096,997
5	Edgar Wilson Charitable Trust	10 S Dearborn Il1-0117, Chicago, IL 60603-2300	IL	1996-06	$896,411
6	Caroline L Oaks Charitable Trust	10 S Dearborn, Chicago, IL 60603-2300	IL	1996-07	$341,184
7	F B Parriott Trust R75594003	10 S Dearborn Il1-0117, Chicago, IL 60603-2300	IL	1972-11	$279,908
8	Nomanbhoy Family Charitable Foundation	14712 Cystal Tree, Orlan Park, IL 60462	IL	1996-10	$274,891
9	Jack Starkey Charitable Tr	PO BOX 803878, Chicago, IL 60680-3878	IL	1998-02	$163,578
10	Joanne A Coogan Char Tr, Horn Jerold I Ttee	6443 N Oakbrook Ct, Peoria, IL 61614-3300	IL	1997-12	$98,081
11	Walker Family Foundation	828 S Oak St, Hinsdale, IL 60521-4516	IL	1998-09	$80,366
12	T W Thomas R Wethington, Bank One Lexington Na	10 S Dearborn St 21 Fl, Chicago, IL 60603-2300	IL	1996-04	$50,028
13	Frank Bliss Enslow Foundation 9371240500	10 S Dearborn, Chicago, IL 60603-2300	IL	1998-11	$44,804
14	Rockton Elemetary Educational Fdn	1050 E Union St, Rockton, IL 61072	IL	1996-11	$5,435
15	Katz Family Foundation	2855 N 1st St, Dekalb, IL 60115-1011	IL	1996-04	$440
16	Carroll Foundation Inc, Carroll Barry J Ttee	210 W 22nd St Ste 138, Oak Brook, IL 60523-4061	IL	1998-10	$0
17	Congregation Kneseth Israel Endowment Fund	330 Division Street, Elgin, IL 60120	IL	1996-10	$0
18	Country Hope Usa Inc	10531 Brookridge Creek Dr, Frankfort, IL 60423-8090	IL	1998-10	$0
19	Friends Of Galena Public Library Inc	601 S Bench St, Galena, IL 61036	IL	1998-07	$0
20	La Chima Foundation	1 Middlebury Road, Barrington Hills, IL 60010	IL	1998-08	$0

Number of organizations performing similar types of work

Alaska	2
Alabama	4
Arkansas	2
Arizona	5
California	55
Colorado	9
Connecticut	3
District of Columbia	4
Delaware	1
Florida	24
Georgia	3
Hawaii	1
Iowa	4
Idaho	2
Illinois	20
Indiana	5
Kansas	2
Kentucky	2
Louisiana	2
Massachusetts	16
Maryland	9
Maine	3
Michigan	8
Minnesota	3
Missouri	4

Mississippi	2
Montana	1
North Carolina	16
Nebraska	4
New Hampshire	6
New Jersey	8
New Mexico	1
Nevada	3
New York	37
Ohio	10
Oklahoma	3
Oregon	9
Pennsylvania	18
Rhode Island	3
South Carolina	1
South Dakota	2
Tennessee	2
Texas	25
Utah	9
Virginia	9
Vermont	2
Washington	13
Wisconsin	4
West Virginia	6

Total

387

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