Civic Intelligence

Clark-Winchcole Foundation

990PF • Fiscal year 2023 • EIN 52-6058340

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

Organization Profile
7501 Wisconsin Avenue 710 EastBethesda, MD 20814

(301) 654-3607

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

9th percentile

-51%

Higher net margin than 9% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

15th percentile

$60,000

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

54th percentile

5.8%

Faster asset growth than 54% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-59%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$168,693,295

Up $9,304,626 (+5.8%) from 2022

Net Assets

Up

$168,693,295

Up $9,308,925 (+5.8%) from 2022

Liabilities

Down

$0

Down $4,299 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin9th percentile

Revenue

Down

$6,365,500

Down $9,010,031 (-59%) from 2022

Expenses

Down

$9,633,493

Down $119,279 (-1.2%) from 2022

Net Income

Down

-$3,267,993

Down $8,890,752 (-158%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$200M$150M$100M$50M$0Assets 2011: $97,293,449Liabilities 2011: $02011Assets 2012: $104,486,208Liabilities 2012: $02012Assets 2013: $125,147,970Liabilities 2013: $02013Assets 2014: $130,355,951Liabilities 2014: $02014Assets 2015: $124,674,905Liabilities 2015: $02015Assets 2019: $157,236,810Liabilities 2019: $282019Assets 2020: $169,667,239Liabilities 2020: $0Net Assets 2020: $169,667,2392020Assets 2021: $197,708,650Liabilities 2021: $0Net Assets 2021: $197,708,6502021Assets 2022: $159,388,669Liabilities 2022: $4,299Net Assets 2022: $159,384,3702022Assets 2023: $168,693,295Liabilities 2023: $0Net Assets 2023: $168,693,2952023Assets 2024: $176,502,571Liabilities 2024: $0Net Assets 2024: $176,502,5712024

Highlighted filing

2023

Assets$168,693,295
Liabilities$0
Net Assets$168,693,295
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $5,114,698Expenses 2011: $6,468,612Net Income 2011: -$1,353,9142011Revenue 2012: $7,451,878Expenses 2012: $5,496,024Net Income 2012: $1,955,8542012Revenue 2013: $13,975,888Expenses 2013: $6,000,034Net Income 2013: $7,975,8542013Revenue 2014: $7,805,601Expenses 2014: $6,947,974Net Income 2014: $857,6272014Revenue 2015: $6,928,487Expenses 2015: $6,752,082Net Income 2015: $176,4052015Revenue 2019: $7,448,329Expenses 2019: $8,552,588Net Income 2019: -$1,104,2592019Revenue 2020: $10,098,548Expenses 2020: $9,410,692Net Income 2020: $687,8562020Revenue 2021: $12,024,655Expenses 2021: $9,648,435Net Income 2021: $2,376,2202021Revenue 2022: $15,375,531Expenses 2022: $9,752,772Net Income 2022: $5,622,7592022Revenue 2023: $6,365,500Expenses 2023: $9,633,493Net Income 2023: -$3,267,9932023Revenue 2024: $15,919,448Expenses 2024: $10,853,561Net Income 2024: $5,065,8872024

Highlighted filing

2023

Revenue$6,365,500
Expenses$9,633,493
Net Income-$3,267,993
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VINCENT C BURKE IIIChairman/President-$60,000-$60,000
GROVER B RUSSELLVice President-$60,000-$60,000
W CRAIG THOMPSONTreasurer-$60,000-$60,000
GREGORY OYLERSecretary-$60,000-$60,000
Filing and Contact Details

Filer

Filer Name
Clark-winchcole Foundation
EIN
52-6058340
In Care Of
% THE FOUNDATION
Phone
3016543607
Address
7501 WISCONSIN AVENUE 710 EAST, BETHESDA, MD 20814

Signing Officer

Name
Vincent C Burke
Title
President
Phone
3016543670
Signed
2024-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Russell Evans & Thompson PLLC
Address
299 Herndon Parkway Suite 206, Herndon, VA 20170-4467
Preparer
W Craig Thompson
Phone
7034780320
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CompensationExplanation/CompensationExplanationGrp/PersonNm3GREGORY OYLER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0VINCENT 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 STATEMENT 21.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1GROVER 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 STATEMENT 3.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2W. 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 STATEMENT 3.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3GREGORY 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 STATEMENT 2.
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1SEE SCHEDULE 1, ATTACHED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2SEE SCHEDULE 4, ATTACHED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3SEE SCHEDULE 7, ATTACHED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SEE SCHEDULE 2, ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3SEE SCHEDULE 3, ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4SEE SCHEDULE 4, ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5SEE SCHEDULE 5, ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6SEE SCHEDULE 8, ATTACHED
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0812
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0921451
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0921451
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt09945
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt048455
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt093400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08419862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01178631
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09633493
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06365500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06365500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0399862
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01178631
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01613493
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0795
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0796
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04856889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111475538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-27485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12416707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3207908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4207908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5207908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-29324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12393023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04827565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113868561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM GAINS FROM PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM GAINS FROM PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LITIGATION SETTLEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02718832
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3267993
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05878
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt012582796
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0168699173
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0159384370
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0168693295
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07934741
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07934741
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07934741
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08006838
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt072097
IRS990PF/DistributableAmountGrp/TotalTaxAmt072097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0119595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0101692
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt090000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt072097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0119595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt072097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt072097
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0191692
IRS990PF/FMVAssetsEOYAmt0168693295
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0112774
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0109896
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0109896
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt010819600
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt010812925
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt010812925
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0135032404
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0142039366
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0142039366
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt027651
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt069538
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt041887
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt041887
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt041887
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0159384370
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0168693295
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt027120
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt054258
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt054258
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03940912
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04748504
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04748504
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt04299
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04723234
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06871319
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06871319
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0159388669
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0168693295
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0168693295
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04299
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0159388669
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0168693295
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0159384370
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0168693295
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04690738
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04015140
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04015140
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0162575397
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04560415
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0153212220
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02438631
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04802762
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08006838
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0160136766
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0162575397
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt037.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0130000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0BRIDGET D HARTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0GRANT ADMINISTRATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt07214 RIDGEWOOD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0CHEVY CHASE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd020815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0HIGHTOWER ADVISORS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BROWN ADVISORY LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2RUSSELL EVANS & THOMPSON PLLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3CHEVY CHASE TRUST INVESTMENT ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4WELLS FARGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0441550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1145234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt294355
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3221011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt473103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2ACCOUNTING AND TAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01020 19TH STREET NW STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1901 SOUTH BOND STREET STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2299 HERNDON PKWY SUITE 206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt37501 WISCONSIN AVENUE STE 1500W
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4PO BOX 5268
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WASHINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BALTIMORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2HERNDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3BETHESDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4SIOUX FALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0DC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MD

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,693,295
Liabilities
$0
Net assets
$168,693,295
Revenue
$6,365,500
Expenses
$9,633,493
Net income
-$3,267,993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$177$0.00$177$15.9$10.9$5.07
2023Detailed filing. Detailed filing data is available for this year.$169$0.00$169$6.37$9.63$3.27
2022Detailed filing. Detailed filing data is available for this year.$159$0.00$159$15.4$9.75$5.62
2021Detailed filing. Detailed filing data is available for this year.$198$0.00$198$12.0$9.65$2.38
2020Detailed filing. Detailed filing data is available for this year.$170$0.00$170$10.1$9.41$0.69
2019Summary only. Only limited summary data is available for this year.$157$0.00$7.45$8.55$1.10
2015Summary only. Only limited summary data is available for this year.$125$0.00$6.93$6.75$0.18
2014Summary only. Only limited summary data is available for this year.$130$0.00$7.81$6.95$0.86
2013Summary only. Only limited summary data is available for this year.$125$0.00$14.0$6.00$7.98
2012Summary only. Only limited summary data is available for this year.$104$0.00$7.45$5.50$1.96
2011Summary only. Only limited summary data is available for this year.$97.3$0.00$5.11$6.47$1.35