CHOTT FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHOTT FAMILY FOUNDATION (EIN 26-6154147)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201511319349100021
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T08:22:12-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261823764 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT A STUEBI CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4206 GROVE AVE | AddressLine1Txt |
| City | WESTERN SPRINGS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605581346 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266154147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHOTT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHOT | BusinessNameControlTxt |
| Phone | 3127812111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 LAKE RIDGE CLUB COURT | AddressLine1Txt |
| City | BURR RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605277936 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD L CHOTT | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 3127812111 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A STUEBI | PreparerPersonNm |
| PTIN | P00517842 | PTIN |
| Phone | 7086557095 | PhoneNum |
| Preparation | 2015-05-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $384,359 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $17,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $13,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,908 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,908 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $344,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,948 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $449 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $131,859 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,859 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,360 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $3,382 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,382 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $237 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $84 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,619 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,466 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,466 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,393 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,360 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,459 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,459 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $162,824 | CorporateStockBOYAmt |
| Corporate Stock EOY | $201,958 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $201,958 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $230,133 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $103,942 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $103,942 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $412,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $384,359 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $384,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $412,379 | UnrestrictedBOYAmt |
| Unrestricted EOY | $384,359 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $412,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $384,359 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $412,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $384,359 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $412,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,165 | ExcessRevenueOverExpensesAmt |
| Subtotal | $470,544 | SubtotalAmt |
| Other Decreases | $86,185 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $384,359 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHESAPEAKE ENERGY | P | 2008-03-31 | 2014-05-19 | $27,881 | $46,420 | -$18,539 | -$18,539 |
| NRG ENERGY | P | 2014-05-20 | 2014-07-14 | $22,097 | $21,765 | $332 | $332 |
| VANGUARD FIXED INCOME SECURITIES FD | P | 2009-09-29 | 2014-07-14 | $8,980 | $8,804 | $176 | $176 |
| INTUITIVE SURGICAL | P | 2008-04-04 | 2014-01-14 | $125,921 | $10,153 | $115,768 | $115,768 |
| BLACKROCK FDS II FLTG RATE | P | 2014-04-30 | 2014-11-13 | $15,386 | $15,571 | -$185 | -$185 |
| BLACKROCK STRATEGIC INCOME | P | 2014-12-01 | 2014-12-10 | $488 | $489 | -$1 | -$1 |
| ISHARES US PREFERRED | P | 2014-02-25 | 2014-12-10 | $11,814 | $11,510 | $304 | $304 |
| VANGUARD FIXED INCOME | P | 2014-04-01 | 2014-11-13 | $257 | $258 | -$1 | -$1 |
| BLACKROCK FDS II FLTG RATE | P | 2013-11-01 | 2014-11-13 | $30,574 | $30,840 | -$266 | -$266 |
| BLACKROCK STRATEGIC INCOME | P | 2013-02-28 | 2014-12-10 | $32,513 | $32,178 | $335 | $335 |
| VANGUARD FIXED INCOME | P | 2013-11-01 | 2014-11-13 | $1,018 | $1,023 | -$5 | -$5 |
| WISDOMTREE TRUST | P | 2013-02-28 | 2014-12-10 | $37,860 | $29,820 | $8,040 | $8,040 |
| BHP BILLITON | P | 2009-12-14 | 2014-11-24 | $16,828 | $21,966 | -$5,138 | -$5,138 |
| VANGUARD FIXED INCOME | P | 2009-12-01 | 2014-11-13 | $12,906 | $12,954 | -$48 | -$48 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,948 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $449 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,360 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $405,699 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057580 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,445 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $424,515 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050516 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,280 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $411,832 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.119660 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,536 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $395,880 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061978 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,615 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $258,215 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072091 | DistributionYr5Rt |
| Total Distribution | 0.361825 | TotalDistributionRt |
| Average Distribution | 0.072365 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $392,394 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,396 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,114 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $29,510 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,075 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,114 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,114 | SubtotalAmt |
| Tax Based On Investment Income | $1,114 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $1,117 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EDWARD L CHOTT | IndividualWithBooksNm |
| Phone | 6302408353 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 LAKE RIDGE CLUB COURT | AddressLine1Txt |
| City | BURR RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605277936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD L CHOTT | ||||||||
| 17 LAKE RIDGE CLUB COURT | BURR RIDGE | IL | 605277936 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MAUREEN H CHOTT | ||||||||
| 17 LAKE RIDGE CLUB COURT | BURR RIDGE | IL | 605277936 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $349,429 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,941 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $398,370 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $398,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $392,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,114 | TotalTaxAmt |
| Distributable Before Adj | $18,506 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,506 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,506 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,075 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $70,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,114 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $68,961 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,506 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,575 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,831 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,688 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $223 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,213 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,530 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,075 | QualifyingDistributionsAmt |
| Applied To Current Year | $18,506 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,569 | RemainingDistriFromCorpusAmt |
| Total Corpus | $94,099 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,575 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $88,524 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,831 | ExcessFromYear4Amt |
| Excess From Year3 | $28,688 | ExcessFromYear3Amt |
| Excess From Year2 | $223 | ExcessFromYear2Amt |
| Excess From Year1 | $3,213 | ExcessFromYear1Amt |
| Excess From Current Year | $51,569 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD L CHOTT | ContributingManagerNm |
| Contributing Manager | MAUREEN H CHOTT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BETTY FORD CENTER FOUNDATION | ||||||||
| BETTY FORD CENTER FOUNDATION | 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | 501(C)(3) | SOCIAL SERVICES | $7,200 |
| MISERACORDIA HOME | ||||||||
| MISERACORDIA HOME | 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | 501(C)(3) | SOCIAL SERVICES | $225 |
| NAZARETH ACADEMY | ||||||||
| NAZARETH ACADEMY | 1209 W OGDEN AVE | LA GRANGE PARK | IL | 60526 | NONE | 501(C)(3) | EDUCATION | $51,000 |
| NOTRE DAME CLUB OF CHICAGO | ||||||||
| NOTRE DAME CLUB OF CHICAGO | 224 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | 501(C)(3) | EDUCATION | $500 |
| ST CLETUS CHURCH | ||||||||
| ST CLETUS CHURCH | 700 W 55TH STREET | LA GRANGE | IL | 60525 | NONE | 501(C)(3) | RELIGIOUS | $2,270 |
| ST JOHN OF THE CROSS | ||||||||
| ST JOHN OF THE CROSS | 5005 WOLF ROAD | WESTERN SPRINGS | IL | 60558 | NONE | 501(C)(3) | RELIGIOUS | $2,760 |
| TRINITY HIGH SCHOOL | ||||||||
| TRINITY HIGH SCHOOL | 7574 DIVISION STREET | RIVER FOREST | IL | 60603 | NONE | 501(C)(3) | EDUCATION | $1,500 |
| FENWICK HIGH SCHOOL DOOLEY FUND | ||||||||
| FENWICK HIGH SCHOOL DOOLEY FUND | 505 WASHINGTON BLVD | OAK PARK | IL | 60302 | NONE | 501(C)(3) | EDUCATION | $300 |
| CATHOLIC CHARITIES | ||||||||
| CATHOLIC CHARITIES | 721 N LASALLE ST | CHICAGO | IL | 60654 | NONE | 501(C)(3) | SOCIAL SERVICES | $100 |
| ST PIUS V CHURCH | ||||||||
| ST PIUS V CHURCH | 1701 W 18TH PLACE | CHICAGO | IL | 60608 | NONE | 501(C)(3) | RELIGIOUS | $700 |
| SACRED HEART CHURCH | ||||||||
| SACRED HEART CHURCH | 2906 E 96TH | CHICAGO | IL | 60617 | NONE | 501(C)(3) | RELIGIOUS | $20 |
| ARTHRITIS FOUNDATION | ||||||||
| ARTHRITIS FOUNDATION | 29 E MADISON ST - 500 | CHICAGO | IL | 60602 | NONE | 501(C)(3) | MEDICAL RESEARCH | $200 |
| JOSH MISIEWICZ FUND | ||||||||
| JOSH MISIEWICZ FUND | PO BOX 284 | LAGRANGE | IL | 60525 | NONE | 501(C)(3) | SOCIAL SERVICES | $100 |
| STANDING TALL FOUNDATION | ||||||||
| STANDING TALL FOUNDATION | 3131 N MASON AVENUE | CHICAGO | IL | 60634 | NONE | 501(C)(3) | EDUCATION | $500 |
| THE PACCT FOUNDATION | ||||||||
| THE PACCT FOUNDATION | PO BOX 492 | OAK PARK | IL | 60603 | NONE | 501(C)(3) | SOCIAL SERVICES | $200 |
| EVANS SCHOLARS FOUNDATION | ||||||||
| EVAN SCHOLARS FOUNDATION | ONE BRIAR ROAD | GOLF | IL | 60029 | NONE | 501(C)(3) | EDUCATION | $300 |
| CATHOLIC EXTENSION | ||||||||
| CATHOLIC EXTENSION | 150 S WACKER DR -2000 | CHICAGO | IL | 60606 | NONE | 501(C)(3) | RELIGIOUS | $200 |
| HAYMARKET CENTER | ||||||||
| HAYMARKET CENTER | 932 W WASHINGTON | CHICAGO | IL | 60607 | NNONE | 501(C)(3) | SOCIAL SERVICES | $100 |
| WOUNDED WARRIOR PROJECT | ||||||||
| WOUNDED WARRIOR PROJECT | 4899 BELFORT ROAD | JACKSONVILE | FL | 32256 | NONE | 501(C)(3) | SOCUILA SERVICES | $100 |
| COMMUNITY NURSES ASSOCIATION | ||||||||
| COMMUNITY NURSES ASSOCIATION | 23 CALENDAR AVE | LAGRANGE | IL | 60525 | NONE | 501(C)(3) | SOCIAL SERVICES | $100 |
| CARA PROGRAM | ||||||||
| CARA PROGRAM | 237 S DES PLAINES | CHICAGO | IL | 60661 | NONE | 501(C)(3) | SOCIAL SERVICES | $200 |
| UNIVERSITY OF NOTRE DAME - SORIN | ||||||||
| UNIVERSITY OF NOTRE DAME - SORIN | 1100 GRACE HALL | NOTRE DAME | IN | 46556 | NONE | 501(C)(3) | EDUCATION | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,075 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,908 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $100,948 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $114,859 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,859 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EDWARD L CHOTT | ||||||
| 1 | 17 LAKE RIDGE CLUB COURT | BURR RIDGE | IL | 605277936 | $8,500 | Yes (X) |
| MAUREEN H CHOTT | ||||||
| 2 | 17 LAKE RIDGE CLUB COURT | BURR RIDGE | IL | 605277936 | $8,500 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHESAPEAKE ENERGY | ||
| INTUITIVE SURGICAL | ||
| BHP BILLITON | ||
| EQUITIES AND OPTIONS | $201,958 | $201,958 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WISDOM TREE FINANCIALS FUND | FMV | ||
| BLACKROCK FLOATING SECURITIES | FMV | ||
| BLACKROCK STRATEGIC INCOME | FMV | ||
| VANGUARD FIXED INCOME | FMV | ||
| MUTUAL FUNDS | FMV | $103,942 | $103,942 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAINS ON OPEN POSITIONS | Desc |
| Amt | $86,185 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,382 | Amt |
| Net Investment Income | $3,382 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TD AMERITRADE FOREIGN TAXES | $65 | $65 |
| WILLIAM BLAIR FOREIGN TAXES | $10 | $10 |
| WILLIAM BLAIR- FITW | $9 | $9 |
| FEDERAL TAXES PAID | $138 | |
| ILLINOIS CHARITY BUREAU | $15 |