2024-10-29T03:39:39-00:00 2023-12-31 592056064 FRAZIER & FRAZIER ATTYS 1515 RIVERSIDE AVE STE A JACKSONVILLE FL 32204 990PF 2023-01-01 592678732 Winston Family Foundation % Mary M Winston WINS 9043587269 40 E Adams Street STE Suite 100 Jacksonville FL 32202 CHARLES WINSTON Trustee 9043587269 2024-10-29 true D KENT SAUSAMAN P01870451 9043535616 2024-10-29 2023 2024-10-15 13:58:12Z X 132793773 X X 2919368 2375353 358746 69123998 358746 378847 99008 3656961 2833107 63150 63150 451348 451348 69204 69204 41845 41845 47500 47500 876333 425418 493846 74900 37034 24711 16411 16411 32176 32176 106829 106829 36 36 82997 82997 1862729 478863 1413642 5362516 5362516 7225245 478863 6776158 -3568284 2354244 49 1553672 1553672 3122918 23685144 23685144 63272362 65506541 88175281 29367590 479970 435644 19957 15999 8536 3958 19957 18986007 20043023 18924075 114757462 111272308 132793773 6874 27128 6874 27128 X 114750588 111245180 114750588 111245180 114757462 111272308 114750588 -3568284 62878 111245182 2 111245180 UBS 161 STCG 2023-01-01 2023-12-31 7140920 6989601 -2344 -2344 UBS 161 LTCG 2020-01-01 2023-12-31 16684343 17362696 -679449 -679449 UBS 042 STCG 2023-01-01 2023-12-31 2458234 2349289 108975 108975 UBS 042 LTCG 2020-01-01 2023-12-31 2426799 2822292 -395411 -395411 UBS 067 STCG 2023-01-01 2023-12-31 162886 181288 -18402 -18402 UBS 067 LTCG 2020-01-01 2023-12-31 575242 614512 -39270 -39270 UBS 072 STCG 2023-01-01 2023-12-31 353761 370095 -16334 -16334 UBS 072 LTCG 2020-01-01 2023-12-31 1018756 1125551 -106775 -106775 UBS 073 STCG 2023-01-01 2023-12-31 1254865 1299190 -37755 -37755 UBS 072 LTCG 2020-01-01 2023-12-31 760730 799047 -7234 -7234 UBS 074 LTCG 2020-01-01 2023-12-31 580469 580777 -308 -308 UBS 075 STCG 2023-01-01 2023-12-31 3529994 3568455 -35349 -35349 UBS 075 LTCG 2020-01-01 2023-12-31 2762956 2968763 -203027 -203027 UBS 077 STCG 2023-01-01 2023-12-31 2489502 2456420 33082 33082 UBS 077 LTCG 2020-01-01 2023-12-31 1947134 2037009 -89875 -89875 UBS 078 STCG 2023-01-01 2023-12-31 3939308 3835432 105382 105382 UBS 078 LTCG 2020-01-01 2023-12-31 3662094 4121332 -453120 -453120 UBS 081 STCG 2023-01-01 2023-12-31 1442315 1428035 14323 14323 UBS 081 LTCG 2020-01-01 2023-12-31 1502527 1683596 -181069 -181069 UBS 082 STCG 2023-01-01 2023-12-31 164745 149648 15097 15097 UBS 082 LTCG 2020-01-01 2023-12-31 5949039 3386463 2568224 2568224 UBS 084 STCG 2023-01-01 2023-12-31 881124 897365 -16241 -16241 UBS 084 LTCG 2020-01-01 2023-12-31 909454 988890 -79436 -79436 UBS 086 STCG 2023-01-01 2023-12-31 3793740 3892466 -98726 -98726 UBS 086 LTCG 2020-01-01 2023-12-31 2693355 2759210 -65855 -65855 Morgan Creek Partners II, LP 2020-01-01 2023-12-31 3448 3448 3448 Third Point Ultra Ltd. 2020-01-01 2023-12-31 1 1 1 Morgan Creek Bric Plus Private Fund 2020-01-01 2023-12-31 63 -63 -63 358746 51708 1987-02-03 32724 32724 32724 48171 48171 48171 X 15447 15447 false false false false false true true false true true FL true false false false true true Winston Family Foundation 9043587269 40 E Adams Street Suite 100 Jacksonville FL 32202 false false false false true false false false false false false false false false false false true false false true false false false James H Winston Jr 40 E Adams Street Suite 100 Jacksonville FL 32202 Trustee 010.00 30000 Mary M Winston 40 E Adams Street Suite 100 Jacksonville FL 32202 Trustee 010.00 30150 Charles Winston 40 E Adams Street Suite 100 Jacksonville FL 32202 Trustee 010.00 0 Franklin Beard 40 E Adams Street Suite 100 Jacksonville FL 32202 Trustee 010.00 0 Robert WWinston 40 E Adams Street Suite 100 Jacksonville FL 32202 Trustee 010.00 3000 Sylia Obagi 40 E Adams Street Suite 100 Jacksonville FL 32202 Executive Director 040.00 320837 33328 Mary Ross 40 E Adams Street Suite 100 Jacksonville FL 32202 Office Manager 040.00 130515 13550 UBS Financial Services 1000 Harbor Blvd Weehawken NJ 07086 Investment Advisory 263253 New Leaf Climate Partners LLC 105 5th Avenue Apt B New York NY 10003 Consulting Services 150000 The Beard Williams Group One Independent Drive 30th Floor Jacksonville FL 32202 Investment Advisory 81497 Winston Family Initiative in Technology and Adolescent Brain Development (WiFi), which, in partnership with the University of North Carolina at Chapel Hill, established The Winston National Center on Technology Use, Brain and Psychological Development (Center), whose mission is to examine the long-term effects of technology 75207 and social media use on the social and emotional development of teenagers and create tool to better inform teenages, parents, and caregivers in interactive with technology and social media. DCA expenses totaled $75,207 and are itemized as follows: 0 Consulting Fees - Kelly Brill ($18,375) and Paul Vandeventer ($1,000) Legal Fees - Fisher Tousey Leas & Ball ($2,250) 0 Public Relations & Marketing - Finn Partners ($45,500) and Scott Curtis ($5,175) Travel, Meals, Ledging and Website Hosting - various vendors (2,907) 0 115807239 3950011 14384672 134141922 134141922 2012129 132129793 6606490 6606490 32724 32724 6573766 6573766 6573766 6776158 6776158 6573766 6648681 6776158 6648681 127477 6446289 X CareerRise Inc 261 Joseph E Lowery Blvd NW Atlanta GA 30314 PC To provide a restricted program or project grant on behalf of Frank Fernandez to CareerRise 1000 Cathedral Arts Project 207 N Laura St Suite 300 Jacksonville FL 32202 PC To provide a restricted program or project grant for Cathedral Arts Project January 5000 Children's Home Society of Florida 3027 SAN DIEGO ROAD PO BOX 5616 Jacksonville FL 32247 PC To provide unrestricted general operating support to fulfill their mission 5000 Cummer Museum Foundation Inc 829 Riverside Ave Jacksonville FL 32204 PC To provide unrestricted general operating support to fulfill their mission 10000 Douglas Anderson School of the Arts Foundation 1478 Riverplace Blvd No 1606 Jacksonville FL 32207 PC To provide unrestricted general operating support to fulfill their mission 5000 Duke University Box 90581 Durham NC 27708 PC To provide a restricted program or project grant for Duke Childrens Fund 7500 Episcopal School of Jacksonville Inc 4455 Atlantic Blvd Jacksonville FL 32207 PC To provide a restricted program or project grant for Science and Student Life Center 250000 Episcopal School of Jacksonville Inc 4455 Atlantic Blvd Jacksonville FL 32207 PC To provide a restricted program or project grant for Capital Campaign - Science Student Life Center 50000 Florida State College at Jacksonville Foundation Inc 501 W State Street Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 25000 Groundwork Jacksonville PO Box 13295 Jacksonville FL 32206 PC To provide a restricted program or project grant for Honorarium 1500 Groundwork Jacksonville PO Box 13295 Jacksonville FL 32206 PC To provide a restricted program or project grant for Development Capacity Building for Groundwork Jacksonville 250000 Jacksonville Symphony Assoc 300 W Water St Ste 200 Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 85000 Jacksonville Zoological Society Inc 370 Zoo Parkway Jacksonville FL 32218 PC To provide unrestricted general operating support to fulfill their mission 5000 Junior Achievement Inc 4049 Woodcock Dr Suite 200 Jacksonville FL 32207 PC To provide unrestricted general operating support to fulfill their mission 5000 Lead The Way Fund 300 Garden City Plaza Suite 149 New York NY 11530 PC To provide a restricted program or project grant for Ranger Support Programs 7500 Leadership Jacksonville Inc 40 East Adams St Ste 230 Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 5000 Museum of Contemporary Art 333 N Laura St Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 5000 Quest Community Development Organization Inc 299 Joseph E Lowery Blvd NW Atlanta GA 30314 PC To provide a restricted program or project grant on behalf of Frank Fernandez to Quest Community Dev 500 Ravenscroft School Richards Hall 7409 Falls of Neuse R Raleigh NC 27615 PC To provide a restricted program or project grant for Grant for Dare To Dream 130000 Robert and Tracy Winston Foundation 2745 Lakeview Drive Raleigh NC 27609 PF To provide unrestricted general operating support to fulfill their mission 126089 St Mark's Episcopal Church 4129 Oxford Avenue Jacksonville FL 32210 PC To provide unrestricted general operating support to fulfill their mission 25000 The Allison Brundick Haramis Foundation 2905 Corinthian Avenue Unit 2 Jacksonville FL 32210 PC To provide a restricted program or project grant for Angels for Allison 10000 The Community Foundation of NE Florida 245 Riverside Ave Suite 310 Jacksonville FL 32202 PC To provide a restricted program or project grant for Kimmie Winston Donor Advised Fund 100000 The Community Foundation of NE Florida 245 Riverside Ave Suite 310 Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 85000 The Lifeflight Foundation PO Box 859 Augusta ME 04332 PC To provide a restricted program or project grant for Lifeflight Foundations 2023 Cross for Lifeflight event 10000 The Nantucket Project Academy PO Box 568 Nantucket MA 02554 PC To provide a restricted program or project grant for The Nantucket Project Academy - Democracy 100000 Town Of Isleboro PO Box 76 Isleboro ME 04848 GOV To provide a restricted program or project grant for Municipal Building Project 30000 UNFOneJax 112 W Adams St 4th Floor Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 10000 United Way of Northeast Florida 40 E Adams Street Suite 200 Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 20000 University of North Carolina at Chapel HillThe Arts & Sciences Foundation 523 E Franklin Street Chapel Hill NC 27514 PC To provide a restricted program or project grant for Winston National Center on Technology Use, Brain, Psychological Development Fund 1500000 Virginia Episcopal School 400 VES Rd Lynchburg VA 24503 PC To provide unrestricted general operating support to fulfill their mission 50000 Westside Future Fund PO Box 92273 Atlanta GA 30314 PC To provide a restricted program or project grant on behalf of Danny Shoy to Westside Fund Fund Inc 1500 Winston Family Initiative in Tech & Adolescent Brain Development Inc 1455 Ocean Drive Apt 802 Miami Beach FL 33139 PF To provide unrestricted general operating support to fulfill their mission 231042 WJCT Inc 100 Festival Park Ave Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 5000 YMCA of Floridas First Coast 40 East Adams Street Suite 210 Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 50000 YMCA of Floridas First Coast 40 East Adams Street Suite 210 Jacksonville FL 32202 PC To provide a restricted program or project grant for Grant for Winston Family YMCA Building expansion 100000 The Community Foundation of NE Florida 245 Riverside Ave Suite 310 Jacksonville FL 32202 PC To provide a restricted program or project grant for WInston Family Foundation Donor Advised Fund 2050000 Communities In Schools 532 Riverside Avenue Suite 3-OH Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 5885 5362516 14 2919368 18 378847 18 358746 3656961 3656961 false false false false false false false false false false Accounting Fees 47500 47500 Office furniture 2019-12-31 20040 12998 MACRS 0000000007.000000000000 160 160 EDP equipment 2019-12-31 4252 2758 MACRS 0000000007.000000000000 252 252 Leasehold/Tenant Improvements 2023-11-30 19957 MACRS 0000000015.000000000000 15999 15999 EXPENDITURE RESPONSIBILITY EXPLANATION TO PART VI-B LINE 5a4 STATEMENT PURSUANT TO SECTION 53.4945-c EXPENDITURE RESPONSIBILITY EXPLANATION TO PART VI-B LINE 5a4 STATEMENT PURSUANT TO SECTION 53.4945-c -- i GRANTEE NAME/ADDRESS/EIN Robert and Tracy Winston Foundation EIN 26-0341648, 2745 Lakeview Drive, Raleigh, NC 27609 ii GRANT AMOUNT/DATE 126,089.49 11/1/2024 iii GRANT PURPOSE to provide funds for grantmaking exclusively for charitable and educational purposes within the meaning of IRC section 170c2b iv AMOUNT EXPENDED BY GRANTEE 0.00 v DATE OF GRANTEE REPORT RESULTS 9/30/2024 - No grant funds have been expended by the Grantee vi HAS GRANTEE DIVERTED FUNDS No. EXPENDITURE RESPONSIBILITY EXPLANATION TO PART VI-B LINE 5a4 STATEMENT PURSUANT TO SECTION 53.4945-c -- i GRANTEE NAME/ADDRESS/EIN Winston Family Initiative in Tech Adolescent Brain Development Inc. EIN 93-2086971, 1455 Ocean Drive, Apt. 802, Miami Beach, FL 33139 ii GRANT AMOUNT/DATE 231,042.18 8/9/2023 iii GRANT PURPOSE to provide funds for grantmaking exclusively for charitable and educational purposes within the meaning of IRC section 170c2b iv AMOUNT EXPENDED BY GRANTEE 0.00 v DATE OF GRANTEE REPORT RESULTS 9/30/2024 - No grant funds have been expended by the Grantee vi HAS GRANTEE DIVERTED FUNDS No. With respect to treating the grants set forth in items 1 and 2 above as qualified distributions, the Winston Family Foundation WFF hereby relies on and elects to apply the flow-through exemption pursuant to IRC section 4942g3. FURTHER EXPLANATION TO PART VIII, LINES 1 AND 3 -- The Winston Family Foundation WFF has engaged the investment advisory services of UBS Financial Services UBS with respect to WFFs investment assets and pays investment advisory fees to UBS in connection with the rendition of such investment advisory services. During 2023,WFF paid investment advisory fees to UBS totaling 344,751.14, of which 81,497.44 was paid to the Beard Williams Group at UBS and 263,253.70 was paid to UBS. Franklin Beard Beard, a trustee of WFF, is a principal of the Beard Williams Group and renders investment advisory services to WFF on behalf of the Beard Williams Group and UBS. Beard is compensated by the Beard Williams Group and UBS under an employment arrangement and WFF is not a party to that arrangement. The aggregate amount of investment advisory fees paid to UBS and the Beard Williams Group are disclosed herein on Line 3 of Part VII of the return. Beard is not compensated by WFF for personal services rendered to WFF as a trustee, which is disclosed herein on Line 1 of Part VII of the return. Corporate Bonds 307799 281875 Government Securities 172171 153769 Corporate Stocks 65482984 88153561 Preferred Stocks 23557 21720 Leasehold Improvements 19957 15999 3958 19957 Legal Fees re Direct Charitable Activities 2250 2250 Legal Fees 39595 39595 Private Investments 1637060 1808297 3011871 Hedge Funds 12858269 13572367 11372801 Real Estate Investments 4330598 4558629 4435673 Artwork, sculptures, and rugs 160080 103730 103730 Rounding Adj. 2 -- Website Licenses Fees 126 126 -- Honorariums 2500 2500 -- Books, Resources Subscriptions 154 154 -- Dues Memberships 8365 8365 -- Supplies 151 151 -- Fees re Registration Tickets 2975 2975 -- Workers Compensation Insurance Premium 1334 1334 -- Fee re Payroll 8846 8846 -- Fees re Other 9549 9549 -- Advances for Expenses 250 250 -- Fees re Registration Tickets 100 100 -- Honorariums 8500 8500 -- Dues Memberships 50 50 -- Supplies 413 413 -- Fees re Other 2500 2500 -- Leases Rents 1421 1421 -- Phone, Internet Fax 39 39 --Cell Phone Equipment 2465 2465 -- Contract Labor 1165 1165 -- Appreciation Recognition 1427 1427 -- Misc. Small Equipment 1781 1781 -- Advertising Marketing 120 120 -- Software Licenses Fees 5792 5792 -- Website Licenses Fees 44 44 -- Publications Subscriptions 1170 1170 -- Dues Memberships 2380 2380 -- Postage Shipping 944 944 -- Supplies 1276 1276 -- Insurance for Directors, Officers Trustees 1546 1546 -- Fees re Other 1966 1966 -- Phone, Internet Fax 2069 2069 -- Miscellaneous 4682 4682 -- Property/Casualty Umbrella Insurance 2235 2235 -- Misc. Small Equipment 467 467 -- Software Licenses Fees 3321 3321 -- Website Licensing Fees 45 45 -- Phone, Internet Fax 599 599 -- Misc. Small Equipment 59 59 -- Supplies 6 6 -- Utilities Waste Management 165 165 Ridgewood Energy T Fund, LLC 1337 960 Morgan Creek Partners II, LP 6000 245 Morgan Creek Bric Plus Private Fund, Ltd. 3612 Merchants Plaza at Ponte Vedra, LLLP 83736 97178 Trumbull Property Growth Income Fund LP 24537 Miscellaneous Other Income 30099 625 Third Point 589 Nondividend DIstributions 228937 Adj. re In-Kind donation of artwork and other tangible property 62878 Credit card and similar balances 6874 27128 Consulting, Management Training re DCA 19375 19375 Consulting, Management Training re Programs General 88392 88392 Consulting, Management Training re Programs Strategy Initiatives 205490 205490 Consulting, Management Training re Programs Staff Development Admin 10000 10000 Consulting, Management Training re Programs Governance 17900 17900 Consulting, Management Training re Programs Administration 45780 45780 Consulting, Management Training re Programs Information Technology 2400 2400 Creative Services Graphic Arts re DCA Programs 5175 5175 Communication Marketing re DCA and Programs 45500 45500 Event Planning Management Governance 5600 5600 Information Technology General 33652 33652 Information Technology Facilities 590 590 UBS Investment Advisory Fees 263254 249262 13992 UBS Investment Advisory Fees Beard 81497 81497 Non-UBS Investment Advisory Fees 42304 42304 UBS ADR Fees 9424 9424 Portfolio Expenses from Sch. K-1 42931 Employers Social Security Taxes Payroll 17642 17642 Employers Medicare Taxes Payroll 6476 6476 Employers State Reemployment Taxes Payroll 593 593 Net Investment Income Excise Tax Paid in 2023 12500 Unrelated Business Taxable Income Paid in 2023 500 2021 Estimated Tax Penalty 155 Foreign Tax Paid UBS Investments 37034 37034