Norman Winer Charitable Tr

Chevy Chase, MD
Tax-exempt since Aug. 2001
EIN: 74-3008091

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Revenue

$172k (2024)

Expenses

$239k (2024)

Total Assets

$948k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$171,515

Expenses

$238,998

Net Income

-$67,483

Net Assets

$947,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,109	45.5%
Sales of Assets	$93,406	54.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,802	60.6%
Compensation of Officers*	$98,026	41.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$947,965
Total Liabilities	$0
Net Assets	$947,965

Compensation

Key Employees and Officers	Compensation	Other
Cynthia Finn (Trustee)	$42,151	$0
Jennifer Rios (Trustee)	$42,151	$0
Wilhelmina Bandler (Trustee)	$13,724	$0

990-PF

Filed on Nov. 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$210,478

Expenses

$210,919

Net Income

-$441

Net Assets

$1,015,448

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42	0.0%
Dividends	$71,077	33.8%
Sales of Assets	$139,359	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,897	61.6%
Compensation of Officers*	$88,670	42.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,020,448
Total Liabilities	$5,000
Net Assets	$1,015,448

Compensation

Key Employees and Officers	Compensation	Other
Cynthia Finn (Trustee)	$38,128	$0
Jennifer Rios (Trustee)	$38,128	$0
Wilhelmina Bandler (Trustee)	$12,414	$0

990-PF

Filed on Nov. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$138,795

Expenses

$205,616

Net Income

-$66,821

Net Assets

$1,015,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$98	0.1%
Dividends	$69,970	50.4%
Sales of Assets	$68,727	49.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,563	60.1%
Compensation of Officers*	$85,635	41.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,015,889
Total Liabilities	$0
Net Assets	$1,015,889

Compensation

Key Employees and Officers	Compensation	Other
Cynthia Finn (Trustee)	$36,823	$0
Jennifer Rios (Trustee)	$36,823	$0
Wilhelmina Bandler (Trustee)	$11,989	$0

990-PF

Filed on Nov. 8, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$101,920

Expenses

$186,208

Net Income

-$84,288

Net Assets

$1,082,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$71,951	70.6%
Sales of Assets	$29,962	29.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,033	58.0%
Compensation of Officers*	$80,330	43.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,082,710
Total Liabilities	$0
Net Assets	$1,082,710

Compensation

Key Employees and Officers	Compensation	Other
Cynthia Finn (Trustee)	$34,542	$0
Jennifer Rios (Trustee)	$34,542	$0
Wilhelmina Bandler (Trustee)	$11,246	$0

990-PF

Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$186,252

Expenses

$180,325

Net Income

$5,927

Net Assets

$1,166,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$77,202	41.5%
Sales of Assets	$109,038	58.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,192	59.4%
Compensation of Officers*	$71,714	39.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,166,998
Total Liabilities	$1
Net Assets	$1,166,997

Compensation

Key Employees and Officers	Compensation	Other
Cynthia Finn (Trustee)	$30,837	$0
Jennifer Rios (Trustee)	$30,837	$0
Wilhelmina Bandler (Trustee)	$10,040	$0

990-PF

Filed on Nov. 15, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$94,663

Expenses

$234,195

Net Income

-$139,532

Net Assets

$1,161,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$664	0.7%
Dividends	$94,369	99.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,419	63.8%
Compensation of Officers*	$94,195	40.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,171,071
Total Liabilities	$10,000
Net Assets	$1,161,071

Compensation

Key Employees and Officers	Compensation	Other
Cynthia Finn (Trustee)	$40,504	$0
Jennifer Rios (Trustee)	$40,504	$0
Wilhelmina Bandler (Trustee)	$13,187	$0

990-PF

Filed on Nov. 12, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$99,480

Expenses

$254,695

Net Income

-$155,215

Net Assets

$1,300,603

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,042	94.5%
Sales of Assets	$5,438	5.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,899	63.2%
Compensation of Officers*	$98,663	38.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,310,603
Total Liabilities	$10,000
Net Assets	$1,300,603

Compensation

Key Employees and Officers	Compensation	Other
Cynthia Finn (Trustee)	$42,425	$0
Wilhelmina Bandler (Trustee)	$42,425	$0
Jennifer Rios (Trustee)	$13,813	$0

990-PF

Filed on Nov. 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$190,590

Expenses

$256,214

Net Income

-$65,624

Net Assets

$1,455,818

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,059	47.3%
Sales of Assets	$100,531	52.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,314	63.7%
Compensation of Officers*	$99,333	38.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,455,818
Total Liabilities	$0
Net Assets	$1,455,818

Compensation

Key Employees and Officers	Compensation	Other
Cynthia Finn (Trustee)	$42,713	$0
Jennifer Rios (Trustee)	$42,713	$0
Wilhelmina Bandler (Trustee)	$13,907	$0

990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$167,411

Expenses

$219,054

Net Income

-$51,643

Net Assets

$1,521,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$88,214	52.7%
Sales of Assets	$79,192	47.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,000	59.3%
Compensation of Officers*	$82,042	37.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,521,442
Total Liabilities	$0
Net Assets	$1,521,442

Compensation

Key Employees and Officers	Compensation	Other
Cynthia Finn Yuffee (Trustee)	$35,278	$0
Jennifer Rios (Trustee)	$35,278	$0
Wilhelmina Bandler (Trustee)	$11,486	$0

990-PF

Filed on Aug. 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$211,976

Expenses

$246,531

Net Income

-$34,555

Net Assets

$1,573,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$87,758	41.4%
Sales of Assets	$124,206	58.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	60.8%
Compensation of Officers*	$86,656	35.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,573,085
Total Liabilities	$0
Net Assets	$1,573,085

Compensation

Key Employees and Officers	Compensation	Other
Cynthia Finn Yuffee (Trustee)	$37,262	$0
Jennifer Rios (Trustee)	$37,262	$0
Wilhelmina Bandler (Trustee)	$12,132	$0

990-PF

Filed on Sept. 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$182,685

Expenses

$271,457

Net Income

-$88,772

Net Assets

$1,607,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$84,639	46.3%
Sales of Assets	$97,688	53.5%
Other Income	$351	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,000	62.6%
Compensation of Officers*	$96,641	35.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,701,277
Total Liabilities	$93,637
Net Assets	$1,607,640

Compensation

Key Employees and Officers	Compensation	Other
Cynthia Finn Yuffee (Trustee)	$41,314	$0
Jennifer Rios (Trustee)	$41,314	$0
Wilhelmina Bandler (Trustee)	$14,013	$0

990-PF

Filed on May 7, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

-$121,484

Expenses

$225,895

Net Income

-$347,379

Net Assets

$1,696,412

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4
Dividends	$80,084
Sales of Assets	-$201,572
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,000	57.5%
Compensation of Officers*	$89,940	39.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,815,904
Total Liabilities	$119,492
Net Assets	$1,696,412

Compensation

Key Employees and Officers	Compensation	Other
Cynthia Finn Yuffee (Trustee)	$37,475	$0
Jennifer Rios (Trustee)	$37,475	$0
Wilhelmina Bandler (Trustee)	$14,990	$0

990-PF

Filed on Nov. 11, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$94,166

Expenses

$181,106

Net Income

-$86,940

Net Assets

$2,043,791

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,246	95.8%
Sales of Assets	$3,407	3.6%
Other Income	$513	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,000	69.0%
Compensation of Officers*	$53,071	29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,104,570
Total Liabilities	$60,779
Net Assets	$2,043,791

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$68,244

Expenses

$140,922

Net Income

-$72,678

Net Assets

$2,130,731

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,218	100.0%
Sales of Assets	$26	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,000	74.5%
Compensation of Officers*	$31,536	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,203,025
Total Liabilities	$72,294
Net Assets	$2,130,731

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Norman Winer Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $172k (2024)

Expenses $239k (2024)

Total Assets $948k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$172k (2024)

Expenses

$239k (2024)

Total Assets

$948k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2017

Fiscal Year Ending Dec.
2016

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2015

Fiscal Year Ending Dec.
2014

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2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

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