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JERROLD VAN WINTER CHARITABLEFOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JERROLD VAN WINTER CHARITABLEFOUNDATION (EIN 20-7047342)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201643209349101139
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-15T10:12:23-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521158459PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HERTZBACH & COMPANY PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11803 RESEARCH BOULEVARD SUITE 215AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207047342EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JERROLD VAN WINTER CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJERRBusinessNameControlTxt
Phone3014248890PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 COURTHOUSE SQUARE NO 703AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJERROLD VAN WINTERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3014248890PhoneNum
Signature2016-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDMUND L FRY JR CPAPreparerPersonNm
PTINP00300139PTIN
Phone3013152150PhoneNum
Preparation2016-11-04PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,357,648FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,451DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,451DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$6,102,462TotalRevAndExpnssAmt
Total Net Invst Incm$2,451TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,068,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,068,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,068,500TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,068,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,033,962ExcessRevenueOverExpensesAmt
Net Investment Income$2,451NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,323,686SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,357,648SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,357,648SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,323,686TotalAssetsBOYAmt
Total Assets EOY$5,357,648TotalAssetsEOYAmt
Total Assets EOYFMV$5,357,648TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,323,686RetainedEarningBOYAmt
Retained Earning EOY$5,357,648RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,323,686TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,357,648TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,323,686TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,357,648TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,323,686TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,033,962ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,357,648SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,357,648TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$49InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$49SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$49TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$49TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJERROLD VAN WINTERIndividualWithBooksNm
Phone3014248890PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line124 COURTHOUSE SQUARE NO 703AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJERROLD VAN WINTERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 COURTHOUSE SQUARE 703AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,695,823AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,695,823TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,695,823AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,437CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,640,386NetVlNoncharitableAssetsAmt
Minimum Investment Return$182,019MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$182,019MinimumInvestmentReturnAmt
Tax Based On Investment Income$49TaxBasedOnInvestmentIncomeAmt
Total Tax$49TotalTaxAmt
Distributable Before Adj$181,970DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$181,970DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$181,970DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,068,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,068,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,068,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$181,970DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,057,400ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,057,550ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,076,748ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,041,500ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,068,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,301,198TotalExcessDistributionCyovAmt
Qualifying Distributions$2,068,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$181,970AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,886,530RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,187,728TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$4,213,470CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,974,258ExcessDistriCyovToNextYrAmt
Excess From Year2$1,019,728ExcessFromYear2Amt
Excess From Year1$1,068,000ExcessFromYear1Amt
Excess From Current Year$1,886,530ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJERROLD VAN WINTERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON INC
924 G STREET NWWASHINGTONDC20001NONE509 (A)(1) PUBLIC CHFURTHER CHARITABLE PURPOSE OF THE ORGANIZATION$25,000
OUR LADY GOOD COUNSEL HIGH SCHOOL
11601 GEORGIA AVENUEWHEATONMD20902NONE509 (A)(1) PUBLIC CHFURTHER CHARITABLE PURPOSE OF THE ORGANIZATION$16,000
ST COLETTA OF GREATER WASHINGTON INC
1901 INDEPENDENCE AVE SEWASHINGTONDC20003NONE509 (A)(1) PUBLIC CHFURTHER CHARITABLE PURPOSE OF THE ORGANIZATION$2,000,000
PTA MARYLAND CONGRESS MONTGOMERY BLAIR HIGH SCHOOL
51 UNIVERSITY BLVD EASTSILVER SPRINGMD20901NONE509 (A)(2) PUBLIC CHFURTHER CHARITABLE PURPOSE OF THE ORGANIZATION$1,000
HILLSDALE COLLEGE
33 E COLLEGE STREETHILLSDALEMI49242NONE509 (A)(1) PUBLIC CHFURTHER CHARITABLE PURPOSE OF THE ORGANIZATION$5,000
CHRISTOPHER REEVE FOUNDATION - A NEW JERSEY NONPROFIT CORPORATION
636 MORRIS TURNPIKE SUITE 3ASHORT HILLSNJ07078NONE509 (A)(1) PUBLIC CHFURTHER CHARITABLE PURPOSE OF THE ORGANIZATION$1,000
FRIENDS OF COAL LADIES AUXILIARY
PO BOX 1109BECKLEYWV25802NONE509 (A)(2) PUBLIC CHFURTHER CHARITABLE PURPOSE OF THE ORGANIZATION$10,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALLASTX75231NONE509 (A)(1) PUBLIC CHFURTHER CHARITABLE PURPOSE OF THE ORGANIZATION$500
WALKING WITH ANTHONY
9903 SANTA MONICA BLVDBEVERLY HILLSCA90212NONE509 (A)(1) PUBLIC CHFURTHER CHARITABLE PURPOSE OF THE ORGANIZATION$4,000
SIDS EDUCATIONAL SERVICES INC
2905 64TH AVENUECHEVERLYMD20785NONE509 (A)(1) PUBLIC CHFURTHER CHARITABLE PURPOSE OF THE ORGANIZATION$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,068,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,451ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,462ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,462TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementTHIS FOUNDATION WAS STARTED IN 2006. IT IS RECEIVING DONATIONS AND MAKING CONTRIBUTIONS TO CHARITABLE (CODE 501 (C) (3)) ORGANIZATION. ALL EXCESS FUNDS ARE INVESTED FOR GROWTH.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJERROLD VAN WINTERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line124 COURTHOUSE SQUARE 703AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescVANGUARD PRIME MONEY MARKET FUNDDesc
Revenue And Expenses Per Books$11RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$11AdjustedNetIncomeAmt

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