Norman Winer Charitable Trust

990PF • Fiscal year 2013 • EIN 74-3008091

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 11, 2014

Organization Profile

5524 Trent Street20815-5512

(301) 907-9710

Siviq Scores

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

0.07x

Higher debt load relative to assets than 54% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

No value available

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

Source year 2013

286%

Higher net margin than 100% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

$37,475

Higher top officer pay than 60% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

-14%

Faster asset growth than 8% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets54th percentile

Assets

Down

$1,815,904

Down $288,666 (-14%) from 2012

Net Assets

Down

$1,696,412

Down $347,379 (-17%) from 2012

Liabilities

$119,492

Up $58,713 (+97%) from 2012

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

-$121,484

No earlier filing loaded for comparison.

Expenses

$225,895

Up $44,789 (+25%) from 2012

Net Income

-$347,379

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

Highlighted filing

2013

Assets$1,815,904

Liabilities$119,492

Net Assets$1,696,412

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue-$121,484

Expenses$225,895

Net Income-$347,379

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Nov 11, 2014
Return Version: 2013v3.0

Compensation and Service Providers

Top Officer Pay60th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Cynthia Finn Yuffee	Trustee	-	$37,475	-	$37,475
Jennifer Rios	Trustee	-	$37,475	-	$37,475
Wilhelmina Bandler	Trustee	-	$14,990	-	$14,990

Filing and Contact Details

Filer

EIN: 74-3008091
Phone: 3019079710

Signing Officer

Name: Cynthia Finn
Title: Trustee
Phone: 3019079710
Signed: 2014-11-11
Discuss with paid preparer: Yes

Preparer

Preparer: William S Edwards CPA
Phone: 3016546565

Raw XML Appendix339 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.

Path	#	Value
AppliedToPriorYearElection/ElectionDesc	0	The Norman Winer Charitable Trust elects under IRC regulation 53.4942(a)-3(d)(2) to first apply $358 dollars from the current year qualifying distributions dated December 27, 2010 in the amount of $100,000 dollars to the undistributed income of $358 dollars from tax year 2008. This election is done within the meaning of section 4946(b)(1).
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	1815903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	3328407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	J.P. Morgan Account
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	80084
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	4
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	89940
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	80084
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-347379
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	104096
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt	0	2165
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	4
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-201572
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	77923
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	-121484
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	13826
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	17889
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	27997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	17889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	-247460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	27997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	2
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	45989
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Boeing 238 shares
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	Citigroup 517 shares
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	United Technologies 500 shares
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2013-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2013-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2013-12-19
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	2994496
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	45729
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	The Trust
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	80000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Promote not eating animals and prevent cruelty to animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Feed, Adopt and Care of Animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	To protect farm animals from cruelty and abuse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	Rescue and Adoption of Horses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	Rescue and Adoption of Horses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	Compassion Over Killing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	1	Espanola Valley Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	2	The Humane Farming Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	3	Sunkissed Acres Horse Rescue and Retirement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	4	The Horse Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	Not-for-Profit Organ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	PO Box 9773
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	108 Hamm Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	2	PO Box 3577
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	3	536 Wood Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	4	100 AB Old Cash Ranch Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	Espanola
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	2	San Rafael
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	3	Summerville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	4	Cerrillos
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	3	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	4	NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	20016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	87532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	2	94912
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	3	30747
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	4	87010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	130000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	5644
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	124356
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	148586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	130000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	142942
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	124356
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Penalties
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	28
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	60779
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Cash Overdraft
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	119492
TaxesSchedule/TaxesDetail/Amt	0	1862
TaxesSchedule/TaxesDetail/Amt	1	1900
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal Tax-2012
TaxesSchedule/TaxesDetail/CategoryTxt	1	Federal tax 2013 estimate
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Cynthia Finn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3019079710
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Norman Winer Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	WINE
ReturnHeader/Filer/EIN	0	743008091
ReturnHeader/Filer/PhoneNum	0	3019079710
ReturnHeader/Filer/USAddress/AddressLine1	0	5524 Trent Street
ReturnHeader/Filer/USAddress/City	0	Chevy Chase
ReturnHeader/Filer/USAddress/State	0	MD
ReturnHeader/Filer/USAddress/ZIPCode	0	208155512
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	521909181
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Timmons Edwards & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	7315 Wisconsin Ave 420East
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Bethesda
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	208143222
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3016546565
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	William S Edwards CPA
ReturnHeader/ReturnTs	0	2014-11-11T10:35:56-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,815,904
Liabilities: $119,492
Net assets: $1,696,412
Revenue: -$121,484
Expenses: $225,895
Net income: -$347,379

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.95	$0.00	$0.95	$0.17	$0.24	$0.07
2023Detailed filing. Detailed filing data is available for this year.	$1.02	$0.01	$1.02	$0.21	$0.21	$0.00
2022Detailed filing. Detailed filing data is available for this year.	$1.02	$0.00	$1.02	$0.14	$0.21	$0.07
2021Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.10	$0.19	$0.08
2020Detailed filing. Detailed filing data is available for this year.	$1.17	$0.00	$1.17	$0.19	$0.18	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$1.17	$0.01	$1.16	$0.09	$0.23	$0.14
2018Detailed filing. Detailed filing data is available for this year.	$1.31	$0.01	$1.30	$0.10	$0.25	$0.16
2017Detailed filing. Detailed filing data is available for this year.	$1.46	$0.00	$1.46	$0.19	$0.26	$0.07
2016Detailed filing. Detailed filing data is available for this year.	$1.52	$0.00	$1.52	$0.17	$0.22	$0.05
2015Detailed filing. Detailed filing data is available for this year.	$1.57	$0.00	$1.57	$0.21	$0.25	$0.03
2014Detailed filing. Detailed filing data is available for this year.	$1.70	$0.09	$1.61	$0.18	$0.27	$0.09
2013Detailed filing. Detailed filing data is available for this year.	$1.82	$0.12	$1.70	$0.12	$0.23	$0.35
2012Detailed filing. Detailed filing data is available for this year.	$2.10	$0.06	$2.04		$0.18
2011Detailed filing. Detailed filing data is available for this year.	$2.20	$0.07	$2.13		$0.14
2010Detailed filing. Detailed filing data is available for this year.	$2.20	$0.00	$2.20		$0.12