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WINSTON FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WINSTON FAMILY FOUNDATION (EIN 59-2678732)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-04
IRS object ID
201641259349100519
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-04T12:43:24-04:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRAZIER & FRAZIER ATTYS ATBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11515 RIVERSIDE AVE STE AAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN592678732EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WINSTON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWINSBusinessNameControlTxt
Phone9043587269PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 II RIVERSIDE AVENUE SUITE 619AddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES H WINSTONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2016-05-02SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW ROBINSON FRAZIERPreparerPersonNm
PTINP00029166PTIN
Phone9043535616PhoneNum
Preparation2016-05-03PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,502,425FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$23,437InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23,437InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$62,544DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,544DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,320NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$56,859GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,320CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$92,301TotalRevAndExpnssAmt
Total Net Invst Incm$92,301TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$2,000LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$2,000LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$847TaxesRevAndExpnssAmt
Taxes Net Invst Incm$99TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$748TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,847TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$99TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,748TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$59,275ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$59,275ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,122TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$99TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$62,023TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$30,179ExcessRevenueOverExpensesAmt
Net Investment Income$92,202NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$42,418SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,539SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,539SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$662,482CorporateStockBOYAmt
Corporate Stock EOY$681,158CorporateStockEOYAmt
Corporate Stock EOYFMV$1,104,601CorporateStockEOYFMVAmt
Corporate Bonds BOY$362,079CorporateBondsBOYAmt
Corporate Bonds EOY$362,920CorporateBondsEOYAmt
Corporate Bonds EOYFMV$347,285CorporateBondsEOYFMVAmt
Total Assets BOY$1,066,979TotalAssetsBOYAmt
Total Assets EOY$1,094,617TotalAssetsEOYAmt
Total Assets EOYFMV$1,502,425TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,066,979CapitalStockBOYAmt
Capital Stock EOY$1,094,617CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,066,979TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,094,617TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,066,979TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,094,617TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,066,979TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$30,179ExcessRevenueOverExpensesAmt
Subtotal$1,097,158SubtotalAmt
Other Decreases$2,541OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,094,617TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVULCAN MATERIAL BONDSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2011-03-10AcquiredDt
Sold2015-04-09SoldDt
Gross Sales Price$56,859GrossSalesPriceAmt
Cost Or Other Basis$50,539CostOrOtherBasisAmt
Gain Or Loss$6,320GainOrLossAmt
Gains Minus Excess Or Losses$6,320GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$6,320CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$75,804AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,457,684NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052003DistributionYr1Rt
Adjusted Qlfy Distri Yr2$70,047AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,349,046NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051923DistributionYr2Rt
Adjusted Qlfy Distri Yr3$49,907AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,248,185NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039984DistributionYr3Rt
Adjusted Qlfy Distri Yr4$53,702AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,179,878NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045515DistributionYr4Rt
Adjusted Qlfy Distri Yr5$59,905AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,144,805NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052328DistributionYr5Rt
Total Distribution0.241753TotalDistributionRt
Average Distribution0.048351AverageDistributionRt
Net Vl Noncharitable Assets$1,486,727NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$71,885AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$922NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$72,807AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$62,023QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,844InvestmentIncomeExciseTaxAmt
Subtotal$1,844SubtotalAmt
Tax Based On Investment Income$1,844TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,743EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,743TotalPaymentsAndCreditsAmt
Tax Due$101TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksJAMES H WINSTON-TRUSTEEIndividualWithBooksNm
Phone9043587269PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1601 II RIVERSIDE AVENUEAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32204ZIPCd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JAMES H WINSTON
601II RIVERSIDE AVE-619JACKSONVILLEFL32204TRUSTEE1$0
JAMES H WINSTON-JR
601II RIVERSIDE AVE-619JACKSONVILLEFL32204TRUSTEE0$0
MARY MCK WINSTON-MASON
601II RIVERSIDE AVE-619JACKSONVILLEFL32204TRUSTEE0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,490,280AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,088AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,509,368TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,509,368AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,641CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,486,727NetVlNoncharitableAssetsAmt
Minimum Investment Return$74,336MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$74,336MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,844TaxBasedOnInvestmentIncomeAmt
Total Tax$1,844TotalTaxAmt
Distributable Before Adj$72,492DistributableBeforeAdjAmt
Distributable Before Ded$72,492DistributableBeforeDedAmt
Distributable As Adjusted$72,492DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,023ExpensesAndContributionsAmt
Qualifying Distributions$62,023QualifyingDistributionsAmt
Adjusted Qualifying Distri$62,023AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,492DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,768ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$117,922ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,333ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,663ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$131,686TotalExcessDistributionCyovAmt
Qualifying Distributions$62,023QualifyingDistributionsAmt
Applied To Current Year$62,023AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$10,469ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$10,469ExcessDistributionCyovAppCYAmt
Total Corpus$121,217TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$121,217ExcessDistriCyovToNextYrAmt
Excess From Year3$111,221ExcessFromYear3Amt
Excess From Year2$5,333ExcessFromYear2Amt
Excess From Year1$4,663ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES H WINSTONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNITED WAY OF NE FL
1301 RIVERPLACE BLVDJACKSONVILLEFL32203501C3FOR GENERAL USE$18,801
MUSEUM OF CONTEMP ART
333 N LAURA STJACKSONVILLEFL32202501C3FOR GENERAL USE$1,000
CUMMER MUSEUM
829 RIVERSIDE AVEJACKSONVILLEFL32204501C3FOR GENERAL USE$1,500
SHINING MOUNTAIN
999 VIOLET AVENUEBOULDERCO80304501C3FOR GENERAL USE$1,000
ST MARKS EPISCOPAL
4129 OXFORD AVENUEJACKSONVILLEFL32210501C3FOR GENERAL USE$16,974
JACKSONVILLE SYMPHONY
300 WATER ST STE 200JACKSONVILLEFL32202501C3FOR GENERAL USE$15,000
ENCORE EQUESTRIAN
PO BOX 216BONSALLCA92003501C3FOR GENERAL USE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,275TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,437ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,544ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,320ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$92,301ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,301TotalIncomeProducingActyAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetVULCAN MATERIAL BONDSAssetDesc
Acquired2011-03AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2015-04SoldDt

Purchaser Name PurchaserNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STOCK MARKETBusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Sales Price$56,859GrossSalesPriceAmt
Basis$50,539BasisAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
TRANSOCEAN SEDCO FOREX$51,456$44,000
PETROBRAS GLOBAL$50,551$37,620
WEYERHAEUSER CO$49,778$58,935
CENTURY TELE ENTERPRISES$49,575$37,250
ASSURED GTY US HLDGS INC$50,914$53,793
HUNTINGTON W VA MUN DEV$55,000$59,861
UNIV CAL GEN R RV$55,646$55,826

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1600 SHARES AMER ELECTRIC POWER CO$51,158$93,232
3750 SHARES AMEREN CORP$101,491$162,112
2250 SHARES AMERICAN CAP MTG$55,126$31,410
5454 SHARES BLACKROCK KELSO CAP CORP$51,698$51,268
2400 SHARES BRISTOL MYERS SQUIBB CO$52,117$165,096
4200 SHARES CYS INVTS INC SBI$48,281$29,946
1260 SHARES HONEYWELL INTL INC$36,995$130,498
1300 SHARES LINNCO LLC$47,651$1,326
175 SHARES SILVER BAY$3,392$2,740
2000 SHARES SOVRAN SELF STORAGE INC$56,720$214,620
4600 SHARES TWO HARBORS$52,109$37,260
3165+ AMERICAN FUNDS NEW PERSPECT-A$62,699$114,023
3313+ LONGLEAF PARTNERS FD$61,721$71,070

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTS TO SECURITIESDesc
Amt$2,541Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$99$99
ESTIMATED TAX PAID IN 2015$748$748

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