2026-01-12T15:40:43-06:00 2025-06-30 Wannen and Company 750 17th Street NW 900 Washington DC 200064675 990PF 2024-12-01 332277031 Robert J and Michelle A Stevens Foundation c/o Marc Wishkoff Chevy Chase Trust Co % M WISHKOFF CHEVY CHASE TRUS ROBE 7501 Wisconsin Avenue Suite 1500W Bethesda MD 20814 Michelle Stevens Trustee 3019564335 2025-12-12 true true Mark D Wannen CPA P01032427 2024546700 2025-12-03 2024 2025-03-06 01:10:19Z X X X 4066476 X 221479 8516 8516 8516 3176891 3275037 3176891 3406886 3185407 8516 0 8479 8479 8479 0 4174 4174 4174 12653 12653 12653 0 0 0 12653 12653 12653 0 3394233 3172754 0 1870497 1870497 1004976 1671426 518760 524553 0 3394233 4066476 0 0 X 3394233 0 3394233 0 3394233 0 3394233 3394233 3394233 5 SHARES PEPSICO 2025-03-18 2025-05-06 653 750 -97 -97 982 SHARES ACCENTURE PLC 2024-01-01 2025-06-26 289921 88090 201831 201831 7 SHARES NVDA 2024-01-01 2025-01-07 1054 3 1051 1051 2890 SHARES NVDA 2024-01-01 2025-01-16 391495 1250 390245 390245 1200 SHARES NVDA 2024-01-01 2025-02-14 162403 519 161884 161884 750 NVDA 2024-01-01 2025-02-20 105531 324 105207 105207 925 NVDA 2024-01-01 2025-03-13 107159 400 106759 106759 1025 NVDA 2024-01-01 2025-04-09 102305 443 101862 101862 800 NVDA 2024-01-01 2025-05-06 91353 346 91007 91007 1000 NVDA 2024-01-01 2025-05-14 130492 433 130059 130059 6000 NVDA 2024-01-01 2025-05-16 810536 2594 807942 807942 6924 NVDA 2024-01-01 2025-06-27 1082135 2994 1079141 1079141 3176891 44101 44101 44101 0 0 44101 false false false false false false false true 0 false false false false true NA M WISHKOFF CHEVY CHASE TRUSE 2404975023 7501 WISCONSIN AVENUE STE 1500W Bethesda MD 20814 false false false false false false false false false false false false false false false false false false false false Michelle A Stevens 7501 Wisconsin Avenue 1500W Bethesda MD 20814 Trustee 1.0 0 0 0 Robert J Stevens 7501 Wisconsin Avenue Bethesda MD 20814 Trustee 1.0 0 0 0 2175400 0 2175400 4350800 0 4350800 65262 4285538 124117 124117 44101 44101 80016 80016 80016 0 0 0 0 0 0 80016 2022 2021 2020 0 0 0 80016 0 0 ROBERT J AND MICHELLE A STEVENS Marc Wishkoff-Chevy Chase Trust 7501 Wisconsin Avenue 1500W Bethesda MD 20814 2404975023 mwishkoff@chevychasetrust.com Letter to include name, address and Federal Tax Identification Number plus 501(c)(3) status. No deadline None 8516 3176891 3185407 3185407 false false false false false false false false false false X X 1 Robert J and Michelle A Stevens Chevy Chase Trust-7501 Wisconsin Av Bethesda MD 20814 2006942 X 2 Robert J and Michelle A Stevens Chevy Chase Trust-7501 Wisconsin Av Bethesda MD 20814 2041605 X 1 Marketable Securities 2006942 2024-12-30 2 Marketable Securities 2041605 2025-06-27 CHEVY CHASE TRUST 518760 524553 CHEVY CHASE TRUST 1004976 1671426 LEGAL FEES & REGISTRATIONS 8479 8479 8479 INVESTMENT MANAGEMENT 4174 4174 4174