2021-11-11T10:17:36-06:00 2020-12-31 Russell Evans & Thompson PLLC 299 Herndon Parkway Suite 206 Herndon VA 201704467 990PF 2020-01-01 526058340 CLARK-WINCHCOLE FOUNDATION % THE FOUNDATION CLAR 3016543607 7501 WISCONSIN AVENUE 710 EAST BETHESDA MD 20814 VINCENT C BURKE PRESIDENT 3016543670 2021-04-28 true VINCENT C BURKE XXX-XX-XXXX W CRAIG THOMPSON P00295094 7034780320 2 2020 2022-09-23 18:48:47Z X 169667239 X 0 X 2975286 2969948 7100859 35638919 7100859 22403 22403 10098548 10093210 240000 96000 144000 120000 120000 12375 6188 0 6187 89456 44728 0 44728 886432 884683 106526 27346 9180 81650 40825 40825 1758 879 879 24995 10890 14105 1563192 1111539 0 379904 7847500 7847500 9410692 1111539 0 8227404 687856 8981671 109967 109861 109861 3473387 4421556 4421556 2825628 3994632 3994632 132355381 143362904 143362904 12738194 12110457 12110457 5664757 5609183 5609183 69538 27651 41887 41887 41887 27609 16759 16759 157236810 169667239 169667239 28 0 28 0 X 157236782 169667239 157236782 169667239 157236810 169667239 157236782 687856 11750037 169674675 7436 169667239 SHORT TERM GAINS FROM PUBLICLY TRADED SECURITIES P 7564064 7500199 63865 63865 LONG TERM GAINS FROM PUBLICLY TRADED SECURITIES P 27940437 21037861 6902576 6902576 CAPITAL GAIN DIVIDENDS P 47606 CAPITAL GAIN DIVIDENDS P 47606 7100859 124845 124845 124845 150275 0 65000 215275 X 90430 90430 false false false false false false false true true DC MD true false false false false true NONE THE FOUNDATION 3016543607 7501 WISCONSIN AVE STE 710 EAST BETHESDA MD 20814 false false false true true false false false false false false false false false false false false false false false false false VINCENT C BURKE III 7501 WISCONSIN AVENUE 710 EAST SUITE 710 EAST BETHESDA MD 20814 CHAIRMAN/PRESIDENT 5.0 60000 0 0 GROVER B RUSSELL RUSSELL EVANS THOMPSON PLLC 299 HERNDON PARKWAY 206 HERNDON VA 20170 VICE PRESIDENT 5.0 60000 0 0 W CRAIG THOMPSON RUSSELL EVANS THOMPSON PLLC 299 HERNDON PARKWAY 206 HERNDON VA 20170 TREASURER 5.0 60000 0 0 GREGORY OYLER SCRIBNER HALL THOMPSON LLP 1250 CONNECTICUT AVENUE NW STE 420 WASHINGTON DC 20036 SECRETARY 5.0 60000 0 0 BRIDGET HARTMAN 7501 WISCONSIN AVENUE BETHESDA MD 20814 GRANT ADMINISTRATOR 0 120000 0 0 FARR MILLER & WASHINGTON LLC 1020 19TH STREET NW STE 200 WASHINGTON DC 20036 INVESTMENT SERVICES 449706 BROWN ADVISORY LLC 901 SOUTH BOND STREET STE 400 BALTIMORE MD 21231 INVESTMENT SERVICES 138735 RUSSELL EVANS & THOMPSON PLLC 299 HERNDON PKWY SUITE 206 HERNDON VA 20170 ACCOUNTING AND TAX 89456 CHEVY CHASE TRUST INVESTMENT ADVISORS 7501 WISCONSIN AVENUE STE 1500W BETHESDA MD 20814 INVESTMENT SERVICES 208374 N/A NONE 139191432 6405028 5625942 151222402 0 151222402 2268336 148954066 7447703 7447703 124845 124845 7322858 7322858 7322858 8227404 0 0 0 0 8227404 0 8227404 7322858 0 2018 2017 2016 0 327525 21754 187795 537074 8227404 0 7322858 904546 1441620 0 0 0 0 1441620 327525 21754 187795 904546 NONE NONE CLARK WINCHCOLE FOUNDATIONSEE FEDE 7501 WISCONSIN AVENUE SUITE 710 E BETHESDA MD 20814 3016543607 ATTACHMENT 18 ATTACHMENT 18 ATTACHMENT 18 SEE ATTACHMENT 19 4808 Moorland Lane Suite 802 Bethesda MD 20814 NO GRANTS ARE MADE TO INDIVIDUALS. CHARITIES ALL PC SEE ATTACHMENT 19 7847500 7847500 14 2975286 18 7100859 OTHER MISCELLANEOUS 14 3512 INCOME FROM PTE 14 18891 10098548 10098548 false false false false false false false false false false RUSSELL,EVANS & THOMPSON, PLLC 89456 44728 44728 (SEE ATTCH 15) N/A VINCENT C BURKE III VINCENT C. BURKE III IS AN EMPLOYEE OF BROWN ADVISORY SERVICES, LLC, WHICH PROVIDES INVESTMENT ADVISORY SERVICES FOR THE FOUNDATION. THE FEES CHARGED ARE REASONABLE AND COMMENSURATE WITH THE SERVICES PROVIDED. SEE ATTACHMENT 17. GROVER B RUSSELL GROVER B. RUSSELL IS A MEMBER OF THE FIRM RUSSELL, EVANS & THOMPSON, PLLC. THE FIRM PROVIDES ACCOUNTING AND TAX SERVICES FOR THE FOUNDATION. THE FEES CHARGED ARE REASONABLE AND COMMENSURATE WITH THE SERVICES PROVIDED. SEE ATTACHMENT 3. W CRAIG THOMPSON W. CRAIG THOMPSON IS A MEMBER OF THE FIRM RUSSELL, EVANS & THOMPSON, PLLC. THE FIRM PROVIDES ACCOUNTING AND TAX SERVICES FOR THE FOUNDATION. THE FEES CHARGED ARE REASONABLE AND COMMENSURATE WITH THE SERVICES PROVIDED. SEE ATTACHMENT 3. GREGORY OYLER GREGORY OYLER IS A MEMBER OF THE FIRM SCRIBNER, HALL & THOMPSON, LLP. THE FIRM PROVIDES LEGAL SERVICES FOR THE FOUNDATION. THE FEES CHARGED ARE REASONABLE AND COMMENSURATE WITH THE SERVICES PROVIDED. SEE ATTACHMENT 2. HP LSRJET 3030 FAX 2006-03-17 558 558 SL 5 TOSHIBA COPIER 2006-04-20 6376 6376 SL 5 HP LASER-JET PRO 2014-05-15 339 249 SL 5 DELL COMPUTERS 2014-07-17 3943 2696 SL 5 CONFERENCE TABLE 1993-07-01 4473 4473 SL 5 8 SWIVEL CHAIRS 1993-07-01 6307 6307 SL 5 TWO 5 DRAWER LATRL 2001-03-15 1150 1150 SL 7 DESK 2001-03-15 1393 1393 SL 7 DESK LEFT RETURN 2001-03-15 1700 1700 SL 7 CREDENZA 2001-03-15 1215 1215 SL 7 BOOKCASE HUTCH 2001-03-15 1080 1080 SL 7 DESK CHAIR 2001-03-15 453 453 SL 7 8 SWI. CH. REFIN. 2016-04-28 680 L CONF. TAB. REFIN. 2016-04-28 1325 L GREENFRONT SM. TB 2016-05-12 147 L GREENFR CH & OT 2016-05-12 2328 L GREENFR. CONS 2016-05-12 1375 L GREENFR. CHAIR 2016-05-12 471 L RAND. HARV. LAMP 2016-05-12 377 L 2 LINE PHONE 2016-05-12 201 L LAT. FILE CAB. 2016-05-26 1204 L FURN. BRIDGET OFF 2016-05-26 6105 L CHEAS FRAMING 2016-05-12 3773 L CHEAS. FRAMING 2016-06-30 3015 L X BACK CHAIR 2016-07-21 253 L FELLOWES SHREDDER 2016-07-21 549 L 1 KIDNEY DESK 2016-07-21 2617 L LAMPS AND SHADES 2016-08-18 441 L LEASEHOLD IMP. 2016-03-31 2276 L LEASEHOLD IMP. 2016-04-28 4468 L UPHOLSTERY RESTOR 2017-07-20 572 L COPIER NAUTICON 2018-11-29 8374 L FOR INVESTMENT DETAIL: SEE SCHEDULE 1, ATTACHED 6787123 6787123 SEE SCHEDULE 2, ATTACHED 1518945 1518945 SEE SCHEDULE 4, ATTACHED 2727342 2727342 SEE SCHEDULE 7, ATTACHED 1077047 1077047 FOR INVESTMENT DETAILS: SEE SCHEDULE 1, ATTACHED 30423158 30423158 SEE SCHEDULE 2, ATTACHED 44736571 44736571 SEE SCHEDULE 3, ATTACHED 41563380 41563380 SEE SCHEDULE 4, ATTACHED 13887355 13887355 SEE SCHEDULE 5, ATTACHED 2328111 2328111 SEE SCHEDULE 6, ATTACHED SEE SCHEDULE 7, ATTACHED SEE SCHEDULE 8, ATTACHED 10424329 10424329 1035833 1035833 2958799 2958799 SILCHESTER INTERNATIONAL INVESTORS VALUE EQUITY FUND FMV 5609183 5609183 HP LSRJET 3030 FAX 558 558 TOSHIBA COPIER 6376 6376 HP LASER-JET PRO 339 249 90 DELL COMPUTERS 3943 2696 1247 CONFERENCE TABLE 4473 4473 8 SWIVEL CHAIRS 6307 6307 TWO 5 DRAWER LATRL 1150 1150 DESK 1393 1393 DESK LEFT RETURN 1700 1700 CREDENZA 1215 1215 BOOKCASE HUTCH 1080 1080 DESK CHAIR 453 453 8 SWI. CH. REFIN. 680 680 CONF. TAB. REFIN. 1325 1325 GREENFRONT SM. TB 147 147 GREENFR CH & OT 2328 2328 GREENFR. CONS 1375 1375 GREENFR. CHAIR 471 471 RAND. HARV. LAMP 377 377 2 LINE PHONE 201 201 LAT. FILE CAB. 1204 1204 FURN. BRIDGET OFF 6105 6105 CHEAS FRAMING 3773 3773 CHEAS. FRAMING 3015 3015 X BACK CHAIR 253 253 FELLOWES SHREDDER 549 549 KIDNEY DESK 2617 2617 LAMPS AND SHADES 441 441 LEASEHOLD IMP. 2276 2276 LEASEHOLD IMP. 4468 4468 UPHOLSTERY RESTOR 572 572 COPIER NAUTICON 8374 8374 SCRIBNER, HALL & THOMPSON, LLP 12375 6188 6187 (SEE ATTCH 15) DEPOSIT - MD UNEMPLOYMENT INS 1526 1526 1526 DUE FROM BROKER 15332 5897 5897 UNCOLLECTED PURCHASED INTEREST 4873 3513 3513 SECURITY DEPOSIT 5823 5823 5823 NONDEDUCTIBLE EXPENSES - PTE 7413 PENALTY/INTEREST CHARGED ON 990 T 23 OFFICE SUPPLIES 5082 2541 2541 PARKING 3600 3600 TELEPHONE 2801 1401 1400 INTERNET ACCESS 1554 777 777 INSURANCE 8880 4440 4440 POSTAGE 686 343 343 BANK SERVICE CHARGES 384 384 COMPUTER REPAIR & MAINTENANCE 2008 1004 1004 OTHER MISCELLANEOUS INVESTMENT INCOME 3512 3512 INCOME FROM PASS THROUGH ENTITIES 18891 18891 NET UNREALIZED GAINS ON INVESTMENTS 11750037 INVESTMENT ADVISOR FEES 795066 795066 CUSTODY FEES 50612 50612 INVESTMENT PORTFOLIO EXPENSES 2074 2074 INVESTMENT EXPENSES - PTE 36931 36931 INV. ADV. FEES REALTED TO TEI 1749 PAYROLL TAXES 9180 9180 FOREIGN TAXES WITHHELD 27346 27346 EXCISE TAX ON INVESTMENT 70000