CO TUA R & J KOTT MEMORIAL CHAR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CO TUA R & J KOTT MEMORIAL CHAR (EIN 59-7229565)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-04-14
- IRS object ID
- 202631049349100628
- Schema version
- 2024v5.5
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-14T13:33:09-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363350821 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOGENDOORN & TALBOT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 S MICHIGAN AVENUE SUITE 1220 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 597229565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL AND JOSEPHINE KOTT MEMORIAL | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOTT | BusinessNameControlTxt |
| Phone | 7088481560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1049 LAKE STREET 204 | AddressLine1Txt |
| City | OAK PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OAK PARK RIVER FOREST COMMUNITY FDN | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 7088481560 | PhoneNum |
| Signature | 2026-04-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASE HOOGENDOORN | PreparerPersonNm |
| PTIN | P01410705 | PTIN |
| Phone | 3127862250 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,901,972 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,040,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,040,697 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,040,697 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $591,040 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,539,431 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $478,182 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $198 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $198 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $198 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,631,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,519,077 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,040,895 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $223,092 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,772 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $167,320 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,144 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $89,521 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $89,521 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,099 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,599 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,632 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $389,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $161,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $167,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,690,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,690,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,079,113 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $161,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,857,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$447,178 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,357,185 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,040,895 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $587,316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $957,174 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $957,174 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,677,424 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,693,485 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,038,456 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,562,717 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,602,061 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,616,265 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,628,554 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,649,251 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,031,011 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,273,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,825,870 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,901,972 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $30,273,048 | CapitalStockBOYAmt |
| Capital Stock EOY | $29,825,870 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,273,048 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,825,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,273,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,825,870 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,273,048 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$447,178 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,825,870 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,825,870 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SHORT TERM NET GAIN OR LOSS | $1,113,489 | $1,110,090 | $3,399 | $3,399 |
| LONG TERM NET GAIN OR LOSS | $8,313,084 | $7,838,301 | $474,783 | $474,783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $478,182 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,399 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,865 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,865 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,865 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $85 | EsPenaltyAmt |
| Tax Due | $450 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | WWW.KOTTTRUST.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK PARK RIVER FOREST COMM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7088481560 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1049 LAKE STREET SUITE 204 | AddressLine1Txt |
| City | OAK PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| OAK PARK RIVER FOREST COMMFOUNDATIO | ||||||||
| 1049 LAKE STREET SUITE 204 | OAK PARK | IL | 60301 | CO-TRUSTEE | 10.00 | $111,546 | $0 | $0 |
| MICHAEL S KOTT | ||||||||
| 3325 PITCHER DRIVE | DARIEN | IL | 60561 | CO-TRUSTEE | 5.00 | $55,773 | $0 | $0 |
| CRAIG LUSTHOFF | ||||||||
| 558 BYRD ROAD | RIVERSIDE | IL | 60546 | CO-TRUSTEE | 5.00 | $55,773 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $89,521 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION SOLELY MAKES CONTRIBUTIONS AND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS. NO DIRECT CHARITABLE ACTIVITIES ARE CONDUCTED. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,884,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $439,437 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,323,508 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,323,508 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $559,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,763,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,838,183 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,838,183 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,865 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,865 | TotalTaxAmt |
| Distributable Before Adj | $1,819,318 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,819,318 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,819,318 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,857,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,857,320 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,819,318 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $43,922 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $43,922 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,857,320 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,819,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,002 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $81,924 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $81,924 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,922 | ExcessFromYear4Amt |
| Excess From Current Year | $38,002 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH CHADRI OAK PARK-RIVER FOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1049 LAKE STREET SUITE 204 | AddressLine1Txt |
| City | OAK PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7088481560 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SUBMIT A DETAILED ONLINE GRANT APPLICATION FORM AND AMONG OTHER THINGS DESCRIBE THEIR ORGANIZATION, THEIR PROJECT/PROGRAM, MISSION, HOW THEIR MISSION RELATES TO THE KOTT FOUNDATION MISSION, AND SUBMIT ORGANIZATION BUDGET, FINANCIAL STATEMENTS, PROJECT BUDGET, LIST OF BOARD MEMBERS, COPY OF TAX STATUS LETTER, IRS FORM 990. APPLICATION GUIDELINES WERE PREVIOUSLY SUBMITTED AND AVAILABLE UPON REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 31. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE, BUT APPLICANTS SHOULD BE FOCUSED ON THE WELL-BEING OF INDIVIDUALS, ESPECIALLY THROUGH CAREGIVING, SOCIOLOGICAL SUPPORT, EDUCATION AND MEDICAL SERVICES, WITH AN EMPHASIS ON SUCH SERVICES FOR THE ELDERLY, 501(C)(3) PUBLIC CHARITIES OR ORGANIZATIONS OPERATING UNDER A FISCAL AGENT THAT IS A 501 (C) (3), AND IF A PAST GRANTEE, IS IN GOOD STANDING WITH THE KOTT MEMORIAL CHARITABLE TRUST. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGEOPTIONS | |||||||
| 1048 LAKE STREET SUITE 300 | OAK PARK | IL | 60301 | N/A | PUBLIC | SUPPORT | $380,000 |
| AGING CARE CONNECTIONS | |||||||
| 111 W HARRIS AVENUE | LA GRANGE | IL | 60525 | N/A | PUBLIC | SUPPORT | $50,000 |
| AURORA AREA INTERFAITH FOOD PANTRY | |||||||
| 1110 JERICHO ROAD | DES PLAINES | IL | 60016 | N/A | PUBLIC | SUPPORT | $6,000 |
| BARRINGTON AREA COUNCIL ON AGING | |||||||
| 6000 GARLANDS LN STE 100 | BARRINGTON | IL | 60010 | N/A | PUBLIC | SUPPORT | $15,000 |
| CASA CENTRAL SOCIAL SERVICES CORPORATION | |||||||
| 1343 N CALIFORNIA AVENUE | CHICAGO | IL | 60622 | N/A | PUBLIC | SUPPORT | $35,000 |
| CENTER FOR DISABILITY AND ELDER LAW | |||||||
| 205 W RANDOLPH ST 1610 | CHICAGO | IL | 60606 | N/A | PUBLIC | SUPPORT | $85,000 |
| CENTER OF CONCERN | |||||||
| 1665 ELK BOULEVARD | DES PLAINES | IL | 60016 | N/A | PUBLIC | SUPPORT | $25,000 |
| CENTER ON HALSTED | |||||||
| 3656 N HALSTED STREET | CHICAGO | IL | 60613 | N/A | PUBLIC | SUPPORT | $10,000 |
| CHICAGO COMMONS ASSOCIATION | |||||||
| 515 E 50TH STREET STE 200 | CHICAGO | IL | 60615 | N/A | PUBLIC | SUPPORT | $10,000 |
| CHICAGO SCOTS | |||||||
| 2800 DES PLAINES AVENUE | NORTH RIVERSIDE | IL | 60546 | N/A | PUBLIC | SUPPORT | $60,000 |
| COMMUNITY NUTRITION NETWORK AND SENIOR SERVICES ASSOCIATIONS MEALS AND WHEE | |||||||
| 7222 CERMAK ROAD STE 302 | NORTH RIVERSIDE | IL | 60546 | N/A | PUBLIC | SUPPORT | $11,000 |
| CONCORDIA UNIVERISTY INSTITUTIONAL | |||||||
| 7400 AUGUSTA STREET | RIVER FOREST | IL | 60305 | N/A | PUBLIC | SUPPORT | $70,000 |
| CONCORDIA UNIVERISTY OPERATING | |||||||
| 7400 AUGUSTA STREET | RIVER FOREST | IL | 60305 | N/A | PUBLIC | SUPPORT | $130,000 |
| COUNCIL FOR JEWISH ELDERLY | |||||||
| 7550 N KOSTNER AVENUE | SKOKIE | IL | 60076 | N/A | PUBLIC | SUPPORT | $20,000 |
| DENTAL LIFELINE NETWORK IL | |||||||
| 560 WEST LAKE STREET 114E | CHICAGO | IL | 60661 | N/A | PUBLIC | SUPPORT | $10,000 |
| DEPAUL UNIVERSITY DEVELOPMENT | |||||||
| 1 EAST JACKSON BOULEVARD | CHICAGO | IL | 60604 | N/A | PUBLIC | SUPPORT | $100,000 |
| DES PLAINES COMMUNITY SENIOR CENTER | |||||||
| 52 E NORTHWEST HIGHWAY | DES PLAINES | IL | 60016 | N/A | PUBLIC | SUPPORT | $10,000 |
| DUPAGE SENIOR CITIZENS COUNCIL | |||||||
| 1990 SPRINGER DRIVE | LOMBARD | IL | 60148 | N/A | PUBLIC | SUPPORT | $10,000 |
| ELDER CARE SERVICES OF DEKALB COUNTY | |||||||
| 1701 E LINCOLN HWY | DEKALB | IL | 60115 | N/A | PUBLIC | SUPPORT | $10,000 |
| FRANCISCAN TERTIARY PROVINCE OF THE SACRED HEART INC | |||||||
| 1801 35TH STREET | OAK BROOK | IL | 60523 | N/A | PUBLIC | SUPPORT | $6,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | N/A | PUBLIC | SUPPORT | $16,000 |
| HOUSING OPPORTUNITIES AND MAINTENANCE FOR THE ELDERLY | |||||||
| 1419 W CARROLL AVE FLOOR 2 C | CHICAGO | IL | 60607 | N/A | PUBLIC | SUPPORT | $20,000 |
| HOWARD BROWN HEALTH CENTER | |||||||
| 3501 N HALSTED STREET | CHICAGO | IL | 60657 | N/A | PUBLIC | SUPPORT | $10,000 |
| HUMANITARIAN SERVICE PROJECT | |||||||
| 465 RANDY ROAD | CAROL STREAM | IL | 60188 | N/A | PUBLIC | SUPPORT | $7,000 |
| INDEPENDENCE HEALTH AND THERAPY | |||||||
| 2028 N SEMINARY AVENUE | WOODSTOCK | IL | 60098 | N/A | PUBLIC | SUPPORT | $15,000 |
| L'ARCHE CHICAGO | |||||||
| 7313 MADISON STREET | FOREST PARK | IL | 60130 | N/A | PUBLIC | SUPPORT | $30,000 |
| LEYDEN FAMILY SERVICE | |||||||
| 10001 GRAND AVENUE | FRANKLIN PARK | IL | 60131 | N/A | PUBLIC | SUPPORT | $17,000 |
| LITTLE CITY FOUNDATION | |||||||
| 1760 ALGONQUIN ROAD | PALATINE | IL | 60067 | N/A | PUBLIC | SUPPORT | $25,000 |
| LITTLE SISTERS OF THE POOR PALATINE | |||||||
| 80 NORTHWEST HIGHWAY | PALATINE | IL | 60067 | N/A | PUBLIC | SUPPORT | $65,000 |
| LUTHERAN CHILD & FAMILY SERVICES | |||||||
| ONE OAKBROOK TERRACE SUITE 501 | OAK BROOK TERRACE | IL | 60181 | N/A | PUBLIC | SUPPORT | $50,000 |
| LUTHERAN SOCIAL SERVICES OF IL | |||||||
| 1001 E TOUHY AVENUE SUITE 50 | DES PLAINES | IL | 60018 | N/A | PUBLIC | SUPPORT | $45,000 |
| MEALS AT HOME MEALS ON WHEELS OF NORTHEASTERN IL | |||||||
| 7222 CERMAK ROAD | NORTH RIVERSIDE | IL | 60546 | N/A | PUBLIC | SUPPORT | $11,000 |
| MILWAUKEE CHRISTIAN CENTER | |||||||
| 807 S 14TH STREET | MILWAUKEE | WI | 53204 | N/A | PUBLIC | SUPPORT | $10,000 |
| NAPERVILLE ELDERLY HOMES INC | |||||||
| 310 WEST MARTIN AVENUE | NAPERVILLE | IL | 60540 | N/A | PUBLIC | SUPPORT | $15,000 |
| NORTH SHORE SENIOR CENTER | |||||||
| 161 NORTHFIELD ROAD | NORTHFIELD | IL | 60093 | N/A | PUBLIC | SUPPORT | $50,000 |
| OAK-LEYDEN OPERATING | |||||||
| 411 CHICAGO AVENUE | OAK PARK | IL | 60302 | N/A | PUBLIC | SUPPORT | $25,000 |
| OPEN ARMS FREE CLINIC INC | |||||||
| 205 COMMERCE COURT | ELKHORN | WI | 53121 | N/A | PUBLIC | SUPPORT | $25,000 |
| PALATINE TOWNSHIP SENIOR CITIZENS | |||||||
| 505 SOUTH QUENTIN ROAD | PALATINE | IL | 60067 | N/A | PUBLIC | SUPPORT | $10,000 |
| PEOPLE'S RESOURCE CENTER | |||||||
| 201 S NAPERVILLE ROAD | WHEATON | IL | 60187 | N/A | PUBLIC | SUPPORT | $20,000 |
| QUINN CENTER OF SAINT EULALIA | |||||||
| 815 LEXINGTON STREET | MAYWOOD | IL | 60153 | N/A | PUBLIC | SUPPORT | $30,000 |
| SENIOR HOME SHARING OPERATING | |||||||
| 403 WEST ST CHARLES ROAD SUITE B | LOMBARD | IL | 60148 | N/A | PUBLIC | SUPPORT | $25,000 |
| TALLER DE JOSE | |||||||
| 2831 W 24TH BLVD | CHICAGO | IL | 60623 | N/A | PUBLIC | SUPPORT | $20,000 |
| THE BRIDGE FOOD AND DIAPER PANTRY | |||||||
| 205 COMMERCE COURT | ELKHORN | WI | 53121 | N/A | PUBLIC | SUPPORT | $16,000 |
| WEST COOK YMCA | |||||||
| 255 S MARION STREET | OAK PARK | IL | 60302 | N/A | PUBLIC | SUPPORT | $50,000 |
| WINDOW TO THE WORLD | |||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | N/A | PUBLIC | SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,690,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,040,697 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $198 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $591,040 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,631,935 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,631,935 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | CHARITABLE TRUST FEES ALLOCABLE TO SELECTION AND MONITORING OF GIFTS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SASSETI LLC | CategoryTxt |
| Amt | $10,625 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | LONG TERM CAPITAL GAIN DISTR. | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $112,858 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $112,858 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $5,628,554 | EOYBookValueAmt |
| EOYFMV | $5,649,251 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $19,562,717 | EOYBookValueAmt |
| EOYFMV | $28,602,061 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,677,424 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,693,485 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOOGENDOORN & TALBOT LLP | CategoryTxt |
| Legal Fees | $7,144 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ESTATE FUND | Desc |
| BOY Book Value | $1,031,011 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $3,632 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $198 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $198 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $198 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST | CategoryTxt |
| Amt | $89,521 | Amt |
| Net Investment Income | $89,521 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $16,599 | $16,599 | $0 | $0 |
| ESTIMATED TAX PAID | $38,500 | $0 | $0 | $0 |