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JERROLD VAN WINTER CHARITABLEFOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JERROLD VAN WINTER CHARITABLEFOUNDATION (EIN 20-7047342)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-16
IRS object ID
202620759349100917
Schema version
2025v4.0
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)
Return2026-03-16T14:50:45-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17351 OFFICE PARK PLACEAddressLine1Txt
CityMELBOURNECityNm
State AbbreviationFLStateAbbreviationCd
ZIP329408229ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

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 Line1103 LUCKETT STREETAddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonINGRID CHUAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3014248890PhoneNum
Signature2026-03-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELLI PECKPreparerPersonNm
PTINP01423033PTIN
Phone3217516200PhoneNum
Preparation2026-03-16PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$71,548,800FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$47InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$47InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,519,661DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,519,661DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$962,549NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$962,549GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$962,549CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,482,257TotalRevAndExpnssAmt
Total Net Invst Incm$3,482,257TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,625AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,625AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$63,844TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,885TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$69,124TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,525TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,640TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,000,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,000,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,069,124TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,525TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,002,640TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,413,133ExcessRevenueOverExpensesAmt
Net Investment Income$3,468,732NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$37,335,905SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,841,540SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,841,540SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$25,491,662OtherInvestmentsBOYAmt
Other Investments EOY$27,399,160OtherInvestmentsEOYAmt
Other Investments EOYFMV$34,707,260OtherInvestmentsEOYFMVAmt
Total Assets BOY$62,827,567TotalAssetsBOYAmt
Total Assets EOY$64,240,700TotalAssetsEOYAmt
Total Assets EOYFMV$71,548,800TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$62,827,567RetainedEarningBOYAmt
Retained Earning EOY$64,240,700RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$62,827,567TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$64,240,700TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$62,827,567TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$64,240,700TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$62,827,567TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,413,133ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$64,240,700SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$64,240,700TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$962,549GrossSalesPriceAmt
Gain Or Loss$962,549GainOrLossAmt
Gains Minus Excess Or Losses$962,549GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$962,549CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$48,215InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$48,215SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$48,215TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$41,360EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$41,360TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$6,855TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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 BooksINGRID L CHUAIndividualWithBooksNm
Phone3014248890PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1103 LUCKETT STREETAddressLine1Txt
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonINGRID CHUAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1103 LUCKETT STREETAddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
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$31,520,663AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,998,953AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$69,519,616TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$69,519,616AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,042,794CashDeemedCharitableAmt
Net Vl Noncharitable Assets$68,476,822NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,423,841MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,423,841MinimumInvestmentReturnAmt
Tax Based On Investment Income$48,215TaxBasedOnInvestmentIncomeAmt
Total Tax$48,215TotalTaxAmt
Distributable Before Adj$3,375,626DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,375,626DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,375,626DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,002,640ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,002,640QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,375,626DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$889,216ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$889,216TotalExcessDistributionCyovAmt
Qualifying Distributions$2,002,640QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,002,640AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$889,216ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$889,216ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$483,770UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ST COLETTA OF WISCONSINBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1N4637 COUNTY ROAD YAddressLine1Txt
CityJEFFERSONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53549ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATIONGrantOrContributionPurposeTxt
Amt$2,000,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,000,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,519,661ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$962,549ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,482,257ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,482,257TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,250Amt
Net Investment Income$2,625NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,625DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INTER-TERM INVEST-GR ADMAT COST$2,218,774$2,024,683
TOT INTL STOCK LX ADMIRALAT COST$3,877,939$4,975,322
EQUITY INCOME FUND ADMAT COST$1,853,382$2,000,422
WINDSOR FUND ADMIRALAT COST$6,617,335$6,868,557
WINDSOR II FUND ADMAT COST$6,763,517$7,939,030
TOTAL STOCK MKT IDX INSTAT COST$6,068,213$10,899,246

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK WIRE FEESDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Net Investment Income$15NetInvestmentIncomeAmt
Disbursements Charitable Prps$15DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$10,885$10,885$0
EXCISE TAXES$11,599$0$0
ESTIMATED PAYMENTS$41,360$0$0

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