Nonprofit · EIN 20-7047342
JERROLD VAN WINTER CHARITABLEFOUNDATION
Also known as JERROLD A VAN WINTER TTEE
Tax-exempt · ROCKVILLE, MD 20850
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,482,257 | $2,069,124 | $1,413,133 | $64,240,700 | $0 | $64,240,700 |
| December 31, 2024 | 990-PF | $22,221,366 | $2,066,976 | $20,154,390 | $62,827,567 | $0 | $62,827,567 |
| December 31, 2023 | 990-PF | $2,660,362 | $1,435,339 | $1,225,023 | $42,673,177 | $0 | $42,673,177 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $2,519,661
- Interest
- $47
- Net gain from sales of assets
- $962,549
Expenses
- Grants and similar amounts paid
- $2,000,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,002,640
- Excise tax on investment income
- $48,215
Balance sheet and other
- Total assets, start of year
- $62,827,567
- Total assets, end of year
- $64,240,700
- Total liabilities, end of year
- $0
- Net assets, end of year
- $64,240,700
- Fair market value of assets
- $71,548,800
- Qualifying distributions
- $2,002,640
- Net investment income
- $3,482,257
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| INGRID CHUA 103 LUCKETT STREET, ROCKVILLE, MD 20850 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| INGRID CHUA 103 LUCKETT STREET, ROCKVILLE, MD 20850 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| INGRID CHUA 103 LUCKETT STREET, ROCKVILLE, MD 20850 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 103 LUCKETT ST, ROCKVILLE, MD 20850-1846
- Signed the 990-PF
- INGRID CHUA, TRUSTEE
- Phone
- (301) 424-8890
- Return prepared by
- RSM US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-7047342
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $64,240,700
- Income (IRS master file)
- $3,482,257
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,482,257 | $2,069,124 | $64,240,700 | XML |
| 990-PF | December 2024 | $22,221,366 | $2,066,976 | $62,827,567 | XML |
| 990-PF | December 2023 | $2,660,362 | $1,435,339 | $42,673,177 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-7047342).
Questions about JERROLD VAN WINTER CHARITABLEFOUNDATION
- What is the EIN of JERROLD VAN WINTER CHARITABLEFOUNDATION?
- The employer identification number (EIN) of JERROLD VAN WINTER CHARITABLEFOUNDATION is 20-7047342.
- Is JERROLD VAN WINTER CHARITABLEFOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to JERROLD VAN WINTER CHARITABLEFOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JERROLD VAN WINTER CHARITABLEFOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JERROLD VAN WINTER CHARITABLEFOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JERROLD VAN WINTER CHARITABLEFOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JERROLD VAN WINTER CHARITABLEFOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JERROLD VAN WINTER CHARITABLEFOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,482,257, expenses of $2,069,124 and total assets of $64,240,700 at year end.
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