Cottonwood Foundation Incorporated

New Haven, CT
Tax-exempt since Sept. 1960
EIN: 06-6067121

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$33.1k (2024)

Expenses

$56.5k (2024)

Total Assets

$604k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2009 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$33,102

Expenses

$56,469

Net Income

-$23,367

Net Assets

$604,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,294	3.9%
Interest Revenue	$9	0.0%
Dividends	$18,437	55.7%
Sales of Assets	$13,362	40.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$604,196
Total Liabilities	$0
Net Assets	$604,196

Compensation

Key Employees and Officers	Compensation	Other
Ruth S Njiiri (Trustee)	$0	$0
Ellen K Jacobs (Co President)	$0	$0
Kathleen Lauria (Secretary)	$0	$0
Louis Berk (Trustee)	$0	$0
Mimi Satter (Co President)	$0	$0
Eli Berk (Trustee)	$0	$0
Kari Njiiri (Trustee)	$0	$0
Pieter H Smit (Treasurer)	$0	$0
Alisa Algava (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$13,950

Expenses

$93,670

Net Income

-$79,720

Net Assets

$650,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$19,077	> 100%
Sales of Assets	-$5,128
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,964	95.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$650,378
Total Liabilities	$0
Net Assets	$650,378

Compensation

Key Employees and Officers	Compensation	Other
Ruth S Njiiri (Trustee)	$0	$0
Ellen K Jacobs (Co President)	$0	$0
Kathleen Lauria (Secretary)	$0	$0
Louis Berk (Trustee)	$0	$0
Mimi Satter (Co President)	$0	$0
Eli Berk (Trustee)	$0	$0
Kari Njiiri (Trustee)	$0	$0
Pieter H Smit (Treasurer)	$0	$0
Alisa Algava (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$8,610

Expenses

$53,115

Net Income

-$61,725

Net Assets

$761,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,246
Sales of Assets	-$38,856
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,619	89.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$761,485
Total Liabilities	$0
Net Assets	$761,485

Compensation

Key Employees and Officers	Compensation	Other
Ruth S Njiiri (Trustee)	$0	$0
Ellen K Jacobs (Co President)	$0	$0
Kathleen Lauria (Secretary)	$0	$0
Louis Berk (Trustee)	$0	$0
Mimi Satter (Co President)	$0	$0
Eli Berk (Trustee)	$0	$0
Kari Njiiri (Trustee)	$0	$0
Pieter H Smit (Treasurer)	$0	$0
Alisa Algava (Trustee)	$0	$0

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990-PF

Filed on Oct. 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$154,029

Expenses

$42,396

Net Income

$111,633

Net Assets

$823,210

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,687	19.9%
Sales of Assets	$123,342	80.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,232	85.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$823,210
Total Liabilities	$0
Net Assets	$823,210

Compensation

Key Employees and Officers	Compensation	Other
Ruth S Njiiri (Trustee)	$0	$0
Ellen K Jacobs (Co President)	$0	$0
Kathleen Lauria (Secretary)	$0	$0
Louis Berk (Trustee)	$0	$0
Mimi Satter (Co President)	$0	$0
Eli Berk (Trustee)	$0	$0
Kari Njiiri (Trustee)	$0	$0
Pieter H Smit (Treasurer)	$0	$0
Alisa Algava (Trustee)	$0	$0

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990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$57,352

Expenses

$52,352

Net Income

$5,000

Net Assets

$711,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,464	30.5%
Sales of Assets	$39,888	69.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,352	88.5%
Compensation of Officers*	$500	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$711,577
Total Liabilities	$1
Net Assets	$711,576

Compensation

Key Employees and Officers	Compensation	Other
Kathleen Lauria (Secretary)	$500	$0
Ruth S Njiiri (Trustee)	$0	$0
Ellen K Jacobs (Co President)	$0	$0
Louis Berk (Trustee)	$0	$0
Mimi Satter (Co President)	$0	$0
Eli Berk (Trustee)	$0	$0
Kari Njiiri (Trustee)	$0	$0
Pieter H Smit (Treasurer)	$0	$0
Alisa Algava (Trustee)	$0	$0

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990-PF

Filed on Nov. 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$64,604

Expenses

$45,239

Net Income

$19,365

Net Assets

$706,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,776	35.3%
Sales of Assets	$41,428	64.1%
Other Income	$400	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,924	88.3%
Compensation of Officers*	$500	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$706,577
Total Liabilities	$1
Net Assets	$706,576

Compensation

Key Employees and Officers	Compensation	Other
Kathleen Lauria (Secretary)	$500	$0
Ruth S Njiiri (Trustee)	$0	$0
Ellen K Jacobs (Co President)	$0	$0
Dr Wrh Smit (Trustee)	$0	$0
Louis Berk (Co Treasurer)	$0	$0
Mimi Satter (Co President)	$0	$0
Eli Berk (Co Treasurer)	$0	$0
Kari Njiiri (Trustee)	$0	$0
Pieter H Smit (Trustee)	$0	$0
Alisa Algava (Trustee)	$0	$0

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990-PF

Filed on Nov. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$25,401

Expenses

$45,094

Net Income

-$19,693

Net Assets

$687,212

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,401	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,543	85.5%
Compensation of Officers*	$500	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$687,212
Total Liabilities	$0
Net Assets	$687,212

Compensation

Key Employees and Officers	Compensation	Other
Kathleen Lauria (Secretary)	$500	$0
Ruth S Njiiri (Trustee)	$0	$0
Ellen K Jacobs (Co President)	$0	$0
Dr W R H Smit (Trustee)	$0	$0
Louis Berk (Co Treasurer)	$0	$0
Suzanna Thomas (Trustee)	$0	$0
Mimi Satter (Co President)	$0	$0
Eli Berk (Co Treasurer)	$0	$0
Kari Njiiri (Trustee)	$0	$0
Pieter H Smit (Trustee)	$0	$0
Alisa Algava (Trustee)	$0	$0

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990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$131,322

Expenses

$41,856

Net Income

$89,466

Net Assets

$706,905

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,749	18.1%
Sales of Assets	$107,573	81.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,859	88.1%
Compensation of Officers*	$500	1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$706,905
Total Liabilities	$0
Net Assets	$706,905

Compensation

Key Employees and Officers	Compensation	Other
Kathleen Lauria (Secretary)	$500	$0
Ruth S Njiiri (Trustee)	$0	$0
Ellen K Jacobs (Co President)	$0	$0
Dr W R H Smit (Trustee)	$0	$0
Louis Berk (Co Treasurer)	$0	$0
Suzanna Thomas (Trustee)	$0	$0
Mimi Satter (Co President)	$0	$0
Eli Berk (Co Treasurer)	$0	$0
Kari Njiiri (Trustee)	$0	$0
Pieter H Smit (Trustee)	$0	$0
Alisa Algava (Trustee)	$0	$0

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990-PF

Filed on May 31, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$71,263

Expenses

$44,217

Net Income

$27,046

Net Assets

$774,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,336	58.0%
Sales of Assets	$29,927	42.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,330	86.7%
Compensation of Officers*	$622	1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$774,283
Total Liabilities	$0
Net Assets	$774,283

Compensation

Key Employees and Officers	Compensation	Other
Kathleen Lauria (Secretary)	$622	$0
Wendy Lauria (Trustee)	$0	$0
Ruth S Njiiri (Trustee)	$0	$0
Kerrin Millington (Trustee)	$0	$0
Ellen K Jacobs (Co President)	$0	$0
Dr W R H Smit (Trustee)	$0	$0
Louis Berk (Co Treasurer)	$0	$0
Suzanna Thomas (Trustee)	$0	$0
Mimi Satter (Co President)	$0	$0
Eli Berk (Co Treasurer)	$0	$0
Kari Njiiri (Trustee)	$0	$0
Pieter H Smit (Trustee)	$0	$0
Alisa Algava (Trustee)	$0	$0

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990-PF

Filed on May 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2015

Revenue

$166,713

Expenses

$52,617

Net Income

$114,096

Net Assets

$747,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$173,938	> 100%
Sales of Assets	-$7,225
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,902	79.6%
Compensation of Officers*	$500	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$747,237
Total Liabilities	$0
Net Assets	$747,237

Compensation

Key Employees and Officers	Compensation	Other
Kathleen Lauria (Secretary)	$500	$0
Amelia Thomas (Trustee Emeritu)	$0	$0
Ruth S Njiiri (Trustee)	$0	$0
Kerrin Millington (Trustee)	$0	$0
Ellen K Jacobs (Co President)	$0	$0
Dr W R H Smit (Trustee)	$0	$0
Louis Berk (Co Treasurer)	$0	$0
Suzanna Thomas (Trustee)	$0	$0
Mimi Satter (Co President)	$0	$0
Eli Berk (Co Treasurer)	$0	$0
Kari Njiiri (Trustee)	$0	$0
Pieter H Smit (Trustee)	$0	$0
Alisa Algava (Trustee)	$0	$0

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990-PF

Filed on March 31, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$101,837

Expenses

$38,372

Net Income

$63,465

Net Assets

$633,141

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,283	33.7%
Sales of Assets	$67,554	66.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,312	73.8%
Compensation of Officers*	$500	1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$633,141
Total Liabilities	$0
Net Assets	$633,141

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$24,431

Expenses

$27,660

Net Income

-$3,229

Net Assets

$569,676

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,431	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,924	86.5%
Compensation of Officers*	$500	1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$569,676
Total Liabilities	$0
Net Assets	$569,676

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$35,974

Expenses

$32,180

Net Income

$3,794

Net Assets

$572,905

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,427	54.0%
Sales of Assets	$16,547	46.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,879	77.3%
Compensation of Officers*	$500	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$572,905
Total Liabilities	$0
Net Assets	$572,905

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$5,103

Expenses

$27,636

Net Income

-$22,533

Net Assets

$569,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,166	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,445	74.0%
Compensation of Officers*	$500	1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$569,913
Total Liabilities	$0
Net Assets	$569,913

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Revenue

$9,885

Expenses

$30,160

Net Income

-$20,275

Net Assets

$601,356

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$16,751	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,774	78.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$601,356
Total Liabilities	$0
Net Assets	$601,356

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Cottonwood Foundation Incorporated

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $33.1k (2024)

Expenses $56.5k (2024)

Total Assets $604k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$33.1k (2024)

Expenses

$56.5k (2024)

Total Assets

$604k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001

Fiscal Year Ending Dec.
2000