2025-11-12T10:12:17-05:00 2024-12-31 Russell Evans & Thompson PLLC 299 Herndon Parkway Suite 206 Herndon VA 201704467 990PF 2024-01-01 526058340 CLARK-WINCHCOLE FOUNDATION % THE FOUNDATION CLAR 3016543607 7501 WISCONSIN AVENUE 710 EAST BETHESDA MD 20814 VINCENT C BURKE PRESIDENT 3016543670 2025-04-24 true true WCraig Thompson P00295094 7034780320 2024 2025-03-06 01:10:19Z X 176502571 X 0 X 4047200 4040246 11871081 29756825 11871081 1167 1167 15919448 15912494 240000 96000 144000 130000 130000 5780 2890 0 2890 64712 32356 0 32356 1120275 1120275 250697 50572 9945 95279 47640 47639 1394 697 697 35924 16233 19691 1944061 1366663 0 387218 8909500 8909500 10853561 1366663 0 9296718 5065887 14545831 0 109896 110181 110181 6871319 7392595 7392595 4015140 4878362 4878362 142039366 147286060 147286060 10812925 11995317 11995317 4748504 4750457 4750457 69538 27651 41887 41887 41887 54258 47712 47712 168693295 176502571 176502571 0 0 0 X 168693295 176502571 168693295 176502571 168693295 176502571 168693295 5065887 2754203 176513385 10814 176502571 SHORT TERM GAINS FROM PUBLICLY TRADED SECURITIES P 3952759 3742678 210081 210081 LONG TERM GAINS FROM PUBLICLY TRADED SECURITIES P 24678723 14143066 10535657 10535657 LITIGATION SETTLEMENTS P 1383 1383 1383 CAPITAL GAIN DIVIDENDS P 790484 CAPITAL GAIN DIVIDENDS P 790484 CAPITAL GAIN DIVIDENDS P 790484 11871081 202187 0 202187 202187 219595 0 20000 239595 X 0 37408 37408 false false false false true false false true true DC MD true false false false false true NONE THE FOUNDATION 3016543607 7501 WISCONSIN AVE STE 710 EAST BETHESDA MD 20814 false false false true true false false false false false false false false false false false false false false false false false VINCENT C BURKE III 7501 WISCONSIN AVENUE 710 EAST SUITE 710 EAST BETHESDA MD 20814 CHAIRMAN/PRESIDENT 4.5 60000 0 0 GROVER B RUSSELL RUSSELL EVANS THOMPSON PLLC 299 HERNDON PARKWAY 206 HERNDON VA 20170 VICE PRESIDENT 4.0 60000 0 0 W CRAIG THOMPSON RUSSELL EVANS THOMPSON PLLC 299 HERNDON PARKWAY 206 HERNDON VA 20170 TREASURER 4.5 60000 0 0 GREGORY OYLER SCRIBNER HALL THOMPSON LLP 1250 CONNECTICUT AVENUE NW STE 203 WASHINGTON DC 20036 SECRETARY 4.0 60000 0 0 BRIDGET D HARTMAN 7214 RIDGEWOOD AVENUE CHEVY CHASE MD 20815 GRANT ADMINISTRATOR 37.0 130000 HIGHTOWER ADVISORS LLC 1020 19TH STREET NW STE 200 WASHINGTON DC 20036 INVESTMENT SERVICES 588459 BROWN ADVISORY LLC 901 SOUTH BOND STREET STE 400 BALTIMORE MD 21231 INVESTMENT SERVICES 169326 RUSSELL EVANS & THOMPSON PLLC 299 HERNDON PKWY SUITE 206 HERNDON VA 20170 ACCOUNTING AND TAX 64712 CHEVY CHASE TRUST INVESTMENT ADVISORS 7501 WISCONSIN AVENUE STE 1500W BETHESDA MD 20814 INVESTMENT SERVICES 246275 WELLS FARGO PO BOX 5268 SIOUX FALLS SD 571175268 INVESTMENT SERVICES 76045 N/A NONE 165810641 4779985 4796509 175387135 0 175387135 2630807 172756328 8637816 8637816 202187 202187 8435629 8435629 8435629 9296718 0 0 0 0 9296718 8435629 0 2022 2021 2020 0 779558 38653 485121 1303332 9296718 0 8435629 861089 2164421 0 0 0 0 2164421 779558 38653 485121 861089 NONE NONE CLARK WINCHCOLE FOUNDATION 7501 WISCONSIN AVENUE SUITE 710 E BETHESDA MD 20814 3016543607 FEDERAL FOOTNOTES, STATEMENT 1 FEDERAL FOOTNOTES, STATEMENT 1 FEDERAL FOOTNOTES, STATEMENT 1 SEE STATEMENT 27A ( PDF ATTCH ) 3333 14TH STREET NW SUITE M120 WASHINGTON DC 20010 NONE PC SEE STATEMENT 27A 8909500 8909500 14 4047200 18 11871081 INCOME FROM PTE 14 1167 15919448 15919448 false false false false false false false false false false RUSSELL,EVANS & THOMPSON, PLLC 64712 32356 32356 (SEE STMT 17 - 18) N/A VINCENT C BURKE III VINCENT 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 20. GROVER B RUSSELL GROVER 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. W CRAIG THOMPSON W. 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. GREGORY OYLER GREGORY 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. HP LSRJET 3030 FAX 2006-03-17 558 558 SL 5 TOSHIBA COPIER 2006-04-20 6376 6376 SL 5 HP LASER-JET PRO 2014-05-15 339 249 SL 5 DELL COMPUTERS 2014-07-17 3943 2696 SL 5 CONFERENCE TABLE 1993-07-01 4473 4473 SL 5 8 SWIVEL CHAIRS 1993-07-01 6307 6307 SL 5 TWO 5 DRAWER LATRL 2001-03-15 1150 1150 SL 7 DESK 2001-03-15 1393 1393 SL 7 DESK LEFT RETURN 2001-03-15 1700 1700 SL 7 CREDENZA 2001-03-15 1215 1215 SL 7 BOOKCASE HUTCH 2001-03-15 1080 1080 SL 7 DESK CHAIR 2001-03-15 453 453 SL 7 8 SWI. CH. REFIN. 2016-04-28 680 L CONF. TAB. REFIN. 2016-04-28 1325 L GREENFRONT SM. TB 2016-05-12 147 L GREENFR CH & OT 2016-05-12 2328 L GREENFR. CONS 2016-05-12 1375 L GREENFR. CHAIR 2016-05-12 471 L RAND. HARV. LAMP 2016-05-12 377 L 2 LINE PHONE 2016-05-12 201 L LAT. FILE CAB. 2016-05-26 1204 L FURN. BRIDGET OFF 2016-05-26 6105 L CHEAS FRAMING 2016-05-12 3773 L CHEAS. FRAMING 2016-06-30 3015 L X BACK CHAIR 2016-07-21 253 L FELLOWES SHREDDER 2016-07-21 549 L 1 KIDNEY DESK 2016-07-21 2617 L LAMPS AND SHADES 2016-08-18 441 L LEASEHOLD IMP. 2016-03-31 2276 L LEASEHOLD IMP. 2016-04-28 4468 L UPHOLSTERY RESTOR 2017-07-20 572 L COPIER NAUTICON 2018-11-29 8374 L FOR INVESTMENT DETAIL: SEE SCHEDULE 1, ATTACHED 8198598 8198598 SEE SCHEDULE 4, ATTACHED 3473039 3473039 SEE SCHEDULE 5, ATTACHED 323680 323680 FOR INVESTMENT DETAILS: SEE SCHEDULE 1, ATTACHED 27849230 27849230 SEE SCHEDULE 2, ATTACHED 45886892 45886892 SEE SCHEDULE 3, ATTACHED 45296477 45296477 SEE SCHEDULE 4, ATTACHED 19514075 19514075 SEE SCHEDULE 5, ATTACHED SEE SCHEDULE 6, ATTACHED 8739386 8739386 1883765 1883765 2994597 2994597 SILCHESTER INTERNATIONAL INVESTORS VALUE EQUITY FUND FMV 4750457 4750457 HP LSRJET 3030 FAX 558 558 TOSHIBA COPIER 6376 6376 HP LASER-JET PRO 339 249 90 DELL COMPUTERS 3943 2696 1247 CONFERENCE TABLE 4473 4473 8 SWIVEL CHAIRS 6307 6307 TWO 5 DRAWER LATRL 1150 1150 DESK 1393 1393 DESK LEFT RETURN 1700 1700 CREDENZA 1215 1215 BOOKCASE HUTCH 1080 1080 DESK CHAIR 453 453 8 SWI. CH. REFIN. 680 680 CONF. TAB. REFIN. 1325 1325 GREENFRONT SM. TB 147 147 GREENFR CH & OT 2328 2328 GREENFR. CONS 1375 1375 GREENFR. CHAIR 471 471 RAND. HARV. LAMP 377 377 2 LINE PHONE 201 201 LAT. FILE CAB. 1204 1204 FURN. BRIDGET OFF 6105 6105 CHEAS FRAMING 3773 3773 CHEAS. FRAMING 3015 3015 X BACK CHAIR 253 253 FELLOWES SHREDDER 549 549 KIDNEY DESK 2617 2617 LAMPS AND SHADES 441 441 LEASEHOLD IMP. 2276 2276 LEASEHOLD IMP. 4468 4468 UPHOLSTERY RESTOR 572 572 COPIER NAUTICON 8374 8374 SCRIBNER, HALL & THOMPSON, LLP 5780 2890 2890 (SEE STMT 18 - 19) DEPOSIT - MD UNEMPLOYMENT INS 1755 1755 1755 DUE FROM BROKER 33837 36803 36803 UNCOLLECTED PURCHASED INTEREST 12843 3331 3331 SECURITY DEPOSIT 5823 5823 5823 NONDEDUCTIBLE EXPENSES - PTE 10814 OFFICE SUPPLIES 5281 2641 2640 PARKING 3732 3732 TELEPHONE 3825 1913 1912 INTERNET ACCESS 1840 920 920 INSURANCE 14191 7096 7095 POSTAGE 1214 607 607 BANK SERVICE CHARGES 270 270 COMPUTER REPAIR & MAINTENANCE 1080 540 540 MISCELLANEOUS 4491 2246 2245 INCOME FROM PASS THROUGH ENTITIES 1167 1167 NET UNREALIZED GAINS ON INVESTMENTS 2754203 PAYROLL TAXES PAYABLE 0 INVESTMENT ADVISOR FEES 1004090 1004090 CUSTODY FEES 82341 82341 INVESTMENT PORTFOLIO EXPENSES 4597 4597 INVESTMENT EXPENSES - PTE 29247 29247 PAYROLL TAXES 9945 9945 FOREIGN TAXES WITHHELD 50752 50572 EXCISE TAX ON INVESTMENT 190000