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WINSTON FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WINSTON FAMILY FOUNDATION (EIN 59-2678732)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201501339349102755
Schema version
2014v5.0
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)
Return2015-05-13T16:16:05-04:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-06SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW ROBINSON FRAZIERPreparerPersonNm
PTINP00039118PTIN
Phone9043535616PhoneNum
Preparation2015-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,530,595FMVAssetsEOYAmt
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$23,650InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23,650InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$63,636DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,636DividendsNetInvstIncmAmt
Total Rev And Expnss$87,286TotalRevAndExpnssAmt
Total Net Invst Incm$87,286TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$2,000LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$2,000LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,284TaxesRevAndExpnssAmt
Taxes Net Invst Incm$143TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$4,141TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,284TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$143TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,141TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$69,663ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$69,663ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$75,947TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$143TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$75,804TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,339ExcessRevenueOverExpensesAmt
Net Investment Income$87,143NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$32,079SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$42,418SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$42,418SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$669,750CorporateStockBOYAmt
Corporate Stock EOY$662,482CorporateStockEOYAmt
Corporate Stock EOYFMV$1,097,271CorporateStockEOYFMVAmt
Corporate Bonds BOY$362,283CorporateBondsBOYAmt
Corporate Bonds EOY$362,079CorporateBondsEOYAmt
Corporate Bonds EOYFMV$390,906CorporateBondsEOYFMVAmt
Total Assets BOY$1,064,112TotalAssetsBOYAmt
Total Assets EOY$1,066,979TotalAssetsEOYAmt
Total Assets EOYFMV$1,530,595TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,064,112CapitalStockBOYAmt
Capital Stock EOY$1,066,979CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,064,112TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,066,979TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,064,112TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,066,979TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,064,112TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,339ExcessRevenueOverExpensesAmt
Subtotal$1,075,451SubtotalAmt
Other Decreases$8,472OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,066,979TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr2$49,907AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,248,185NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039984DistributionYr2Rt
Adjusted Qlfy Distri Yr3$53,702AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,179,878NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045515DistributionYr3Rt
Adjusted Qlfy Distri Yr4$59,905AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,144,805NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052328DistributionYr4Rt
Adjusted Qlfy Distri Yr5$80,133AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$961,930NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.083304DistributionYr5Rt
Total Distribution0.221131TotalDistributionRt
Average Distribution0.055283AverageDistributionRt
Net Vl Noncharitable Assets$1,457,684NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$80,585AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$871NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$81,456AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$75,804QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,743InvestmentIncomeExciseTaxAmt
Subtotal$1,743SubtotalAmt
Tax Based On Investment Income$1,743TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,738EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,738TotalPaymentsAndCreditsAmt
Overpayment$995OverpaymentAmt
Refund$995RefundAmt

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$1,463,134AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,748AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,479,882TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,479,882AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,198CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,457,684NetVlNoncharitableAssetsAmt
Minimum Investment Return$72,884MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$72,884MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,743TaxBasedOnInvestmentIncomeAmt
Total Tax$1,743TotalTaxAmt
Distributable Before Adj$71,141DistributableBeforeAdjAmt
Distributable Before Ded$71,141DistributableBeforeDedAmt
Distributable As Adjusted$71,141DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$75,804ExpensesAndContributionsAmt
Qualifying Distributions$75,804QualifyingDistributionsAmt
Adjusted Qualifying Distri$75,804AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$71,141DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$32,589ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,768ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$117,922ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,333ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$159,612TotalExcessDistributionCyovAmt
Qualifying Distributions$75,804QualifyingDistributionsAmt
Applied To Current Year$71,141AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,663RemainingDistriFromCorpusAmt
Total Corpus$164,275TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$32,589ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$131,686ExcessDistriCyovToNextYrAmt
Excess From Year4$3,768ExcessFromYear4Amt
Excess From Year2$117,922ExcessFromYear2Amt
Excess From Year1$5,333ExcessFromYear1Amt
Excess From Current Year$4,663ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHAUTAUQUA FOUNDATION
PO BOX 28CHAUTAUQUANY14722501C3FOR GENERAL USE$200
ST MARKS CHURCH FDN
4129 OXFORD AVEJACKSONVILLEFL32210501C3FOR GENERAL USE$380
AMELIA CHAMBER MUSIC
1890 S 14TH STREETFERNANDINA BEAFL32034501C3FOR GENERAL USE$250
MONIQUE BURR FDN CHILDR
7807 BAYMEADOWS RD EJACKSONVILLEFL32256501C3FOR GENERAL USE$250
ST MARYS EPISCOPAL OUTR
1924 N LAURA STREETJACKSONVILLEFL32206501C3FOR GENERAL USE$150
SPIKENARD FARM HONEYBEE
445 FLOYD HWY NFLOYDVA24091501C3FOR GENERAL USE$1,000
EMERGENCY FAMILY ASSIST
1575 YARMOUTH AVEBOULDERCO80304501C3FOR GENERAL USE$1,000
COMMUNITY FOOD SHARE
650 S TAYLOR AVELOUISVILLECO80027501C3FOR GENERAL USE$1,000
KUNC COMM RADIO N CO
1901 56TH AVEGREELEYCO80634501C3FOR GENERAL USE$750
BOULDER PHIL ORCHESTRA
2590 WALNUT STREETBOULDERCO80302501C3FOR GENERAL USE$750
COLORADO PUBLIC RADIO
7409 S ALTON CTENGLEWOODCO80112501C3FOR GENERAL USE$500
BREVARD MUSIC CENTER
349 ANDANTE LANEBREVARDNC28712501C3FOR GENERAL USE$200
UNITED WAY OF NE FL
1301 RIVERPLACE BLVDJACKSONVILLEFL32207501C3FOR GENERAL USE$18,253
SHINING MTN WALDORF SCH
999 VIOLET AVEBOULDERCO80304501C3FOR GENERAL USE$1,000
THE CUMMER MUSEUM
829 RIVERSIDE AVEJACKSONVILLEFL32204501C3FOR GENERAL USE$1,500
JAX SYMPHONY ASSOCIATIO
300 WATER STREETJACKSONVILLEFL32202501C3FOR GENERAL USE$5,000
ST MARKS CHURCH FDN
4129 OXFORD AVEJACKSONVILLEFL32210501C3FOR GENERAL USE$16,480
UNF FOUNDATION
1 UNF DRIVEJACKSONVILLEFL32204501C3FOR GENERAL USE$5,000
MOCA
333 NORTH LAURA STREETJACKSONVILLEFL32202501C3FOR GENERAL USE$1,000
JAX SYMPHONY ORCHESTRA
300 WATER STREETJACKSONVILLEFL32202501C3FOR GENERAL USE$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$69,663TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,650ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,636ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$87,286ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$87,286TotalIncomeProducingActyAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VULCAN MATERIALS CO NEW$50,590$53,500
PETROBRAS GLOBAL$50,551$49,025
WEYERHAEUSER CO$49,778$61,314
CENTURY TELE ENTERPRISES$49,575$50,000
ASSURED GTY US HLDGS INC$50,938$58,310
HUNTINGTON W VA MUN DEV$55,000$61,776
UNIV CAL GEN R RV$55,647$56,981

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1600 SHARES AMER ELECTRIC POWER CO$51,158$97,152
3750 SHARES AMEREN CORP$101,491$172,988
1750 SHARES AMERICAN CAP MTG$45,385$32,970
5454 SHARES BLACKROCK KELSO CAP CORP$53,116$44,723
2400 SHARES BRISTOL MYERS SQUIBB CO$52,117$141,672
4200 SHARES CYS INVTS INC SBI$48,280$36,624
1260 SHARES HONEYWELL INTL INC$36,995$125,899
1300 SHARES LINNCO LLC$47,651$13,481
175 SHARES SILVER BAY$3,412$2,898
2000 SHARES SOVRAN SELF STORAGE INC$56,720$174,440
3600 SHARES TWO HARBORS$41,737$36,072
3165+ AMERICAN FUNDS NEW PERSPECT-A$62,699$114,846
3313+ LONGLEAF PARTNERS FD$61,721$103,506

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFRAZIER AND FRAZIERCategoryTxt
Legal Fees$2,000LegalFeesAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTS TO SECURITIESDesc
Amt$8,472Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$143Amt
Net Investment Income$143NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2013 ADDL EXCISE TAX DUECategoryTxt
Amt$1,403Amt
Disbursements Charitable Prps$1,403DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryESTIMATED TAX PAID IN 2014CategoryTxt
Amt$2,738Amt
Disbursements Charitable Prps$2,738DisbursementsCharitablePrpsAmt

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