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Nonprofit · EIN 74-3008091

NORMAN WINER CHARITABLE TR

Tax-exempt · CHEVY CHASE, MD 20815

Financials

$210K$211K2023$172K$239K2024
Revenue Expenses · by fiscal year end
Financials of NORMAN WINER CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$171,515$238,998-$67,483$947,965$0$947,965
December 31, 2023990-PF$210,478$210,919-$441$1,020,448$5,000$1,015,448
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$78,109
Net gain from sales of assets
$93,406

Expenses

Grants and similar amounts paid
$135,000
Compensation of officers, directors and key employees
$98,026
Disbursements for charitable purposes
$144,802
Excise tax on investment income
$2,325

Balance sheet and other

Total assets, start of year
$1,020,448
Total assets, end of year
$947,965
Total liabilities, end of year
$0
Net assets, end of year
$947,965
Fair market value of assets
$3,000,069
Qualifying distributions
$144,802
Net investment income
$171,515

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Cynthia Finn
5524 Trent Street, Chevy Chase, MD 20815
Trustee0.25$42,151
Jennifer Rios
PO Box 452, Tesuque, NM 87574
Trustee0.25$42,151
Wilhelmina Bandler
PO Box 452, Tesuque, NM 87574
Trustee0.25$13,724
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Cynthia Finn
5524 Trent Street, Chevy Chase, MD 20815
Trustee0.25$38,128
Jennifer Rios
PO Box 452, Tesuque, NM 87574
Trustee0.25$38,128
Wilhelmina Bandler
PO Box 452, Tesuque, NM 87574
Trustee0.25$12,414

Address and contacts

Address (IRS master file)
5524 TRENT ST, CHEVY CHASE, MD 20815-5512
In care of
% CYNTHIA F YUFFEE
Signed the 990-PF
Cynthia Finn, Trustee
Phone
(301) 907-9710
Return prepared by
Timmons Edwards & Co PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
74-3008091
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Exempt since
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$947,965
Income (IRS master file)
$196,459

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$171,515$238,998$947,965IRS
990-PFDecember 2023$210,478$210,919$1,020,448XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 74-3008091).

Questions about NORMAN WINER CHARITABLE TR

What is the EIN of NORMAN WINER CHARITABLE TR?
The employer identification number (EIN) of NORMAN WINER CHARITABLE TR is 74-3008091.
Is NORMAN WINER CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Which annual return does NORMAN WINER CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of NORMAN WINER CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NORMAN WINER CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of NORMAN WINER CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $42,151 (Cynthia Finn, Trustee).
How much revenue does NORMAN WINER CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $171,515, expenses of $238,998 and total assets of $947,965 at year end.

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