Norman Winer Charitable Tr
- Assets
- $1.1m
- Revenue
- $101.9k
- Investments
- $1.0m
- Employees
- 0
- Location
- Chevy Chase, MD
- Founding
- 08/2001
- Data as of
- 12/2021
- EIN
- 74-3008091
Organization Overview
Norman Winer Charitable Tr is located in Chevy Chase, MD. The organization was established in 2001. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Norman Winer Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Norman Winer Charitable Tr generated $101.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (9.9%) each year. All expenses for the organization totaled $186.2k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (3.9%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Norman Winer Charitable Tr has awarded 37 individual grants totaling $915,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jennifer Rios Trustee | 0.25 | $34,542 | |
Cynthia Finn Trustee | 0.25 | $34,542 | |
Wilhelmina Bandler Trustee | 0.25 | $11,246 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $7 |
| Dividends & Interest | $71,951 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $29,962 |
| Capital Gain Net Income | $29,962 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $101,920 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $80,330 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,723 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $120 |
| Total operating and administrative expenses | $86,208 |
| Contributions, gifts, grants paid | $100,000 |
| Total expenses and disbursements | $186,208 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1 |
| Savings and temporary cash investments | $35,932 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,082,710 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Norman Winer Charitable Tr has awarded $100,000 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
Cerrillos, NM PURPOSE: RESCUE AND ADOPTION OF HORSES | $70,000 |
Summerville, GA PURPOSE: RESCUE AND ADOPTION OF HORSES | $20,000 |
ANIMAL PROTECTION OF NEW MEXICO PURPOSE: FEED, ADOPT AND CARE OF ANIMALS | $5,000 |
Espanola, NM PURPOSE: FEED, ADOPT AND CARE OF ANIMALS | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Clark Charitable Foundation Inc Bethesda, MD | $421,128,793 | $429,131,785 |
Kendeda Fund Wilmington, DE | $107,220,402 | $29,360,526 |
General Professional Liability Lass Fund Trust Agreement Pittsburgh, PA | $165,577,722 | $37,293,555 |
Edith L Trees Charitable Trust Pittsburgh, PA | $351,552,610 | $23,983,044 |
Claude Moore Charitable Foundation Fairfax, VA | $240,670,570 | $26,185,543 |
Community Anti-Drug Coalitions Of America Alexandria, VA | $15,283,034 | $14,789,686 |
James W And Frances Gibson Mcglothlin Foundation Bristol, VA | $55,479,136 | $5,807,937 |
J M Lockhart Lockhart J M Ally Herc Pittsburgh, PA | $71,861,137 | $5,661,653 |
John R Mccune Char Trust No 9721 Pittsburgh, PA | $72,660,293 | $3,170,444 |
Madeline Foundation Baltimore, MD | $27,935,341 | $684,991 |
Reitmeier Charitable Trust U-W Fund Pittsburgh, PA | $0 | $783,026 |
Venable Baetjer And Howard Foundation Baltimore, MD | $411,758 | $3,720,067 |