Charlotte & Norman Codo Charit Trust
The Charlotte & Norman Codo Charit Trust is a private foundation based in Chicago, Illinois. It reported 14 grants totaling $98,750 in filing year 2025, supporting organizations including a hospital foundation, a university, an arts organization, and a provider of food and other basic-needs assistance.
Charlotte & Norman Codo Charit Trust at a glance
In short: Charlotte & Norman Codo Charit Trust gave $99K across 14 grants in 2025 (avg $7K), top state Florida. 29% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $98,750
- +23.6% vs 2024
- Grants made (2025)
- 14
- +7.7% vs 2024
- Average grant
- $7,054
- +14.8% vs 2024
- Median grant
- $5,000
- Total assets
- $2,519,381
- -0.6% vs 2024
- New grantees (estimate)
- 29% first-time grantees (4 of 14, 2025; small sample)
- Primary geography
- Florida (46% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Charlotte & Norman Codo Charit Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust states on its 2024 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charlotte & Norman Codo Charit Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Boca Raton Regional Hospital Foundation ($23K). Together the top 10 received $89K.
Grant Size Distribution
62 grants across all recorded years
The most common grant size was under $50K: 62 grants of 62 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 46% of grant dollars went to recipients in Florida, 23% to Illinois, 8% to Oregon, and 5% each to Georgia and Connecticut. Listed recipients also include organizations in Arizona, Virginia, New York, and Pennsylvania.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
States
Cities
Is Charlotte & Norman Codo Charit Trust open to new grantees?
29%
first-time grantees, 2025
In 2025, 4 of 14 grantees (29%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $4K; repeat grants $8K. How we count
Medians: $4K first-time, $5K repeat.
- 71% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+17%). Method
- In 2025 it paid out 73% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $68K (2021) to $99K (2025). In 2025 it made 14 grants totaling $99K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boca Raton Regional Hospital Foundation Boca Raton, FL | General | $22,750 |
| University of St Francis Joliet, IL | General | $20,000 |
| Boca Museum of Art Boca Raton, FL | General | $15,000 |
| National Hook up of Black Women Decatur, GA | General | $5,000 |
| Boca Helping Hands Boca Raton, FL | General | $5,000 |
| Yale University New Haven, CT | General | $5,000 |
| Maxtivity Philomath, OR | General | $5,000 |
| Prison Mathematics Project Phoenix, AZ | General | $5,000 |
| Childrens Farm Home Kinetic Team Corvallis, OR | General | $3,000 |
| Florida Atlantic University Virginia Beach, VA | General | $3,000 |
Ready to take the next step with Charlotte & Norman Codo Charit Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,519,381 | $140,573 | $156,064 | $98,750 | 14 | $116,006 | $116,821 | $159,364 |
| 2024 | $2,534,868 | $1,975,373 | $110,173 | $79,866 | 13 | $91,022 | $826,462 | $114,852 |
| 2023 | $1,467,813 | $87,638 | $113,137 | $87,274 | 12 | $96,811 | $71,757 | $84,403 |
| 2022 | $1,493,311 | $86,498 | $112,795 | $84,125 | 13 | $95,036 | $70,851 | $98,208 |
| 2021 | $1,519,790 | $125,650 | $94,198 | $68,023 | 10 | — | $109,949 | $93,924 |
Under IRS private-foundation payout rules, Charlotte & Norman Codo Charit Trust reported a distributable amount of $159K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grantees’ own descriptions illustrate the range of organizations it supported: Boca Raton Regional Hospital Foundation says it supports the hospital’s health-care mission through philanthropic gifts and public awareness; the University of St. Francis describes itself as a Catholic university rooted in the liberal arts and Franciscan values; and Maxtivity says it provides inclusive access to arts and crafts opportunities and educational outreach.
Boca Helping Hands describes its work as providing food, medical and financial assistance, as well as education and job training to promote self-sufficiency. These are descriptions of the grantees’ missions, not stated priorities of the trust.
Grantmaking
In filing year 2025, the trust reported 14 grants totaling $98,750. Grant amounts ranged from $2,500 to $22,750, with a median grant of $5,000.
Among the largest reported grants were $22,750 to Boca Raton Regional Hospital Foundation, $20,000 to the University of St. Francis, and $15,000 to Boca Museum of Art. Other reported grants included $5,000 each to National Hook Up of Black Women, Boca Helping Hands, Yale University, Maxtivity, and Prison Mathematics Project.
Leadership & Key People
Officers and directors from IRS filings
Charlotte & Norman Codo Charit Trust's only listed officer is Jpmorgan Trust Company Of Delaware, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Jpmorgan Trust Company Of Delaware
Trustee
On filings since 2021
2 hrs/week
$25K (2021) → $41K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $41K, to JPMorgan Trust Company of Delaware (Trustee).
Frequently asked questions about Charlotte & Norman Codo Charit Trust
How much does Charlotte & Norman Codo Charit Trust give each year?
Charlotte & Norman Codo Charit Trust gave $99K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $80K across 13 grants.
What is Charlotte & Norman Codo Charit Trust's typical grant size?
Charlotte & Norman Codo Charit Trust's median grant in 2025 was $5,000, and its average grant was $7,054, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Charlotte & Norman Codo Charit Trust that year got $4K on average.
Where does Charlotte & Norman Codo Charit Trust give grants?
Charlotte & Norman Codo Charit Trust's top state is Florida, with 46% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Illinois (23%) and Oregon (8%). The most frequent recipient cities were Boca Raton, FL (4 grants).
Does Charlotte & Norman Codo Charit Trust give general operating support?
Yes: 100% of Charlotte & Norman Codo Charit Trust's 2025 grants with a stated purpose (14 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Charlotte & Norman Codo Charit Trust's largest grantees?
Charlotte & Norman Codo Charit Trust's largest 2025 grantees include Boca Raton Regional Hospital Foundation ($22,750), University of St Francis ($20,000) and Boca Museum of Art ($15,000), according to its 2025 IRS Form 990-PF. Together they received 58% of its itemized 2025 grant dollars.
How large is Charlotte & Norman Codo Charit Trust?
Charlotte & Norman Codo Charit Trust reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $116K in qualifying distributions that year, against a required minimum of $159K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Charlotte & Norman Codo Charit Trust fund?
No mission statement for the trust is provided. Its 2025 grantees’ own descriptions illustrate the range of organizations it supported: Boca Raton Regional Hospital Foundation says it supports the hospital’s health-care mission through philanthropic gifts and public awareness; the University of St. See mission & focus areas ↑
How do I apply for a grant from Charlotte & Norman Codo Charit Trust?
The trust states on its 2024 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Charlotte & Norman Codo Charit Trust's EIN?
Charlotte & Norman Codo Charit Trust's EIN (Employer Identification Number) is 51-6510459. IRS Form 990 filing data is available on this page for 2021–2025.
Does Charlotte & Norman Codo Charit Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 2, 2021)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Charlotte & Norman Codo Charit Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Charlotte & Norman Codo Charit Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Charlotte & Norman Codo Charit Trust funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/charlotte-and-norman-codo-charit-trust-morg_c9a0525358734d5aa6e32cfda3a00504
BibTeX
@misc{grantable_516510459_2026,
author = {{Grantable}},
title = {{Charlotte \& Norman Codo Charit Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charlotte-and-norman-codo-charit-trust-morg_c9a0525358734d5aa6e32cfda3a00504},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Charlotte & Norman Codo Charit Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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