Civic Intelligence

Jerrold Van Winter Charitable Foundation

990PF • Fiscal year 2025 • EIN 20-7047342

Jan 01, 2025 to Dec 31, 2025

Organization Profile
103 Luckett StreetRockville, MD 20850

(301) 424-8890

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $67,180Liabilities 2010: $0Net Assets 2010: $67,1802010Assets 2011: $1,009,707Liabilities 2011: $02011Assets 2012: $133,110Liabilities 2012: $0Net Assets 2012: $133,1102012Assets 2013: $191,651Liabilities 2013: $0Net Assets 2013: $191,6512013Assets 2014: $1,323,686Liabilities 2014: $0Net Assets 2014: $1,323,6862014Assets 2015: $5,357,648Liabilities 2015: $0Net Assets 2015: $5,357,6482015Assets 2016: $4,336,208Liabilities 2016: $0Net Assets 2016: $4,336,2082016Assets 2017: $4,379,516Liabilities 2017: $0Net Assets 2017: $4,379,5162017Assets 2018: $4,459,188Liabilities 2018: $0Net Assets 2018: $4,459,1882018Assets 2019: $4,358,138Liabilities 2019: $0Net Assets 2019: $4,358,1382019Assets 2020: $3,645,919Liabilities 2020: $0Net Assets 2020: $3,645,9192020Assets 2021: $12,892,447Liabilities 2021: $12021Assets 2022: $41,448,154Liabilities 2022: $12022Assets 2023: $42,673,177Liabilities 2023: $12023

Latest loaded filing

2023

Assets$42,673,177
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $2,057,4402010Revenue 2011: $2,000,077Expenses 2011: $1,057,550Net Income 2011: $942,5272011Expenses 2012: $1,076,7522012Revenue 2013: $1,100,043Expenses 2013: $1,041,502Net Income 2013: $58,5412013Revenue 2014: $2,200,036Expenses 2014: $1,068,001Net Income 2014: $1,132,0352014Revenue 2015: $6,102,462Expenses 2015: $2,068,500Net Income 2015: $4,033,9622015Revenue 2016: $121,060Expenses 2016: $1,142,500Net Income 2016: -$1,021,4402016Revenue 2017: $43,308Expenses 2017: $0Net Income 2017: $43,3082017Revenue 2018: $93,751Expenses 2018: $14,079Net Income 2018: $79,6722018Revenue 2019: $114,156Expenses 2019: $215,206Net Income 2019: -$101,0502019Revenue 2020: $302,987Expenses 2020: $1,015,206Net Income 2020: -$712,2192020Revenue 2021: $10,273,230Expenses 2021: $1,026,702Net Income 2021: $9,246,5282021Revenue 2022: $30,574,208Expenses 2022: $2,018,501Net Income 2022: $28,555,7072022Revenue 2023: $2,660,362Expenses 2023: $1,435,339Net Income 2023: $1,225,0232023

Latest loaded filing

2023

Revenue$2,660,362
Expenses$1,435,339
Net Income$1,225,023
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 16, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
INGRID CHUATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST COLETTA OF WISCONSINTO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION-JEFFERSON, WI, US$2,000,000
Filing and Contact Details

Filer

Filer Name
Jerrold Van Winter Charitable Foundation
EIN
20-7047342
Phone
3014248890
Address
103 LUCKETT STREET, ROCKVILLE, MD 20850

Signing Officer

Name
Ingrid Chua
Title
Trustee
Phone
3014248890
Signed
2026-03-16
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
7351 OFFICE PARK PLACE, MELBOURNE, FL 32940-8229
Preparer
Kelli Peck
Phone
3217516200
Raw XML Appendix289 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02002640
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0889216
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0483770
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
TaxesSchedule/TaxesDetail/Amt010885
TaxesSchedule/TaxesDetail/Amt111599
TaxesSchedule/TaxesDetail/Amt241360
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010885
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0INGRID CHUA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03014248890
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JERROLD VAN WINTER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JERR
ReturnHeader/Filer/EIN0207047342
ReturnHeader/Filer/PhoneNum03014248890
ReturnHeader/Filer/USAddress/AddressLine1Txt0103 LUCKETT STREET
ReturnHeader/Filer/USAddress/CityNm0ROCKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020850
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07351 OFFICE PARK PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELBOURNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329408229
ReturnHeader/PreparerPersonGrp/PhoneNum03217516200
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLI PECK
ReturnHeader/ReturnTs02026-03-16T14:50:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2023Summary only. Only limited summary data is available for this year.$42.7$0.00$2.66$1.44$1.23
2022Summary only. Only limited summary data is available for this year.$41.4$0.00$30.6$2.02$28.6
2021Summary only. Only limited summary data is available for this year.$12.9$0.00$10.3$1.03$9.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$0.30$1.02$0.71
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$0.11$0.22$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.09$0.01$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.00$4.38$0.04$0.00$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.00$4.34$0.12$1.14$1.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$6.10$2.07$4.03
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$2.20$1.07$1.13
2013Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.10$1.04$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.08
2011Summary only. Only limited summary data is available for this year.$1.01$0.00$2.00$1.06$0.94
2010Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$2.06