Civic Intelligence

John Kot Charitable Remainder Unitrust

EIN 14-6187187 • 4947(a)1 • Amsterdam, NY

Profile

Charitable remainder unitrust

53 James StreetAmsterdam, NY 12010

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

71st percentile

30%

Higher net margin than 71% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

4947(a)1 • <$500k nonprofits • Source year 2025

Asset Growth

92nd percentile

6.2%

Faster asset growth than 92% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$31,910

Up $1,868 (+6.2%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$31,910

Up $1,868 (+6.2%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Down

$898

Down $139 (-13%) from 2024

Expenses

Down

$632

Down $532 (-46%) from 2024

Net Income

Up

$266

Up $393 (+309%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2018: $28,386Net Assets 2018: $28,3862018Assets 2019: $29,920Net Assets 2019: $29,9202019Assets 2020: $29,113Net Assets 2020: $29,1132020Assets 2021: $30,879Net Assets 2021: $30,8792021Assets 2022: $26,144Net Assets 2022: $26,1442022Assets 2023: $27,699Net Assets 2023: $27,6992023Assets 2024: $30,042Net Assets 2024: $30,0422024Assets 2025: $31,910Net Assets 2025: $31,9102025

Highlighted filing

2025

Assets$31,910
Liabilities-
Net Assets$31,910
Open 2025 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0K$2.0K$0-$2.0KRevenue 2018: $1,299Expenses 2018: $2,439Net Income 2018: -$1,1402018Revenue 2019: $678Expenses 2019: $2,452Net Income 2019: -$1,7742019Revenue 2020: $1,666Expenses 2020: $2,229Net Income 2020: -$5632020Revenue 2021: $272Expenses 2021: $1,697Net Income 2021: -$1,4252021Revenue 2022: $2,320Expenses 2022: $2,761Net Income 2022: -$4412022Revenue 2023: $997Expenses 2023: $1,164Net Income 2023: -$1672023Revenue 2024: $1,037Expenses 2024: $1,164Net Income 2024: -$1272024Revenue 2025: $898Expenses 2025: $632Net Income 2025: $2662025

Highlighted filing

2025

Revenue$898
Expenses$632
Net Income$266
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,910
Liabilities
-
Net assets
$31,910
Revenue
$898
Expenses
$632
Net income
$266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.9$31.9$0.90$0.63$0.27
2024Detailed filing. Detailed filing data is available for this year.$30.0$30.0$1.04$1.16$0.13
2023Detailed filing. Detailed filing data is available for this year.$27.7$27.7$1.00$1.16$0.17
2022Detailed filing. Detailed filing data is available for this year.$26.1$26.1$2.32$2.76$0.44
2021Detailed filing. Detailed filing data is available for this year.$30.9$30.9$0.27$1.70$1.43
2020Detailed filing. Detailed filing data is available for this year.$29.1$29.1$1.67$2.23$0.56
2019Detailed filing. Detailed filing data is available for this year.$29.9$29.9$0.68$2.45$1.77
2018Detailed filing. Detailed filing data is available for this year.$28.4$28.4$1.30$2.44$1.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 26, 2026
Return Version
2025v4.0
Gross Receipts
$898
Mission and Program Overview

Mission

Charitable remainder unitrust

Program Services

DescriptionGrantsExpenses
PAYMENTS TO BENEFICIARY AND MANAGEMENT FEES$0$532
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN KOT TRUSTEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
John Kot Charitable Remainder Unitrust
EIN
14-6187187
Phone
5188430366
Address
53 JAMES STREET, AMSTERDAM, NY 12010

Signing Officer

Name
Lynn Kot Trustee
Title
Trustee
Phone
5188430366
Signed
2026-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Shelly VanNostrand CPA PLLC
Address
105 S Comrie Ave, Johnstown, NY 12095
Preparer
Shelly VanNostrand
Phone
5188538622
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“MANAGEMENT FEES 100.”

Form 990EZ, Part I, Line 20

“Unrealized gain on securities 1602.”

Form 990EZ, Part II, Line 24

“Investments”

Raw XML Appendix135 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LYNN KOT TRUSTEE
IRS990EZ/BooksInCareOfDetail/PhoneNum05188430366
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt053 JAMES STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMSTERDAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030042
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031910
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0266
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030042
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031910
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0898
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0898
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NECTFilingForm990Ind0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030042
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031910
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030042
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031910
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNN KOT TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization4947a1NotPFInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01602
IRS990EZ/OtherExpensesTotalAmt0100
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE REMAINDER UNITRUST
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAYMENTS TO BENEFICIARY AND MANAGEMENT FEES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0532
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0532
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0632
IRS990EZ/TotalProgramServiceExpensesAmt0532
IRS990EZ/TotalRevenueAmt0898
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0000000000
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LITHUANIAN CATHOLIC RELIGIOUS AID BROOKLYN NY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT FEES 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON SECURITIES 1602.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Investments
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN KOT TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05188430366
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN KOT CHARITABLE REMAINDER UNITRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0146187187
ReturnHeader/Filer/PhoneNum05188430366
ReturnHeader/Filer/USAddress/AddressLine1Txt053 JAMES STREET
ReturnHeader/Filer/USAddress/CityNm0AMSTERDAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460615996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shelly VanNostrand CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 S Comrie Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Johnstown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012095
ReturnHeader/PreparerPersonGrp/PhoneNum05188538622
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelly VanNostrand
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-26T15:54:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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