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WINSTON FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
WINSTON FAMILY FOUNDATION (EIN 59-2678732)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-06-17
IRS object ID
201311689349100406
Schema version
2012v2.1
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)
Timestamp2013-06-17T10:49:23-04:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FRAZIER & FRAZIER ATTYS AT LAW PBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11515 RIVERSIDE AVE STE AAddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code322044134ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN592678732EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WINSTON FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWINSNameControl
Phone9043587269Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 II RIVERSIDE AVENUE SUITE 619AddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32204ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJAMES H WINSTONName
TitleTRUSTEETitle
Date Signed2013-06-14DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameKRISTOPHER D ROBINName
PTINP00533970PTIN
Phone9043535616Phone
Date Prepared2013-06-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1316618FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss32004InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm32004InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss36027DividendsRevAndExpnss
Dividends Net Invst Incm36027DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-426NetGainSaleAssetsRevAndExpnss
Gross Sales Price50000GrossSalesPrice
Other Income Rev And Expnss5290OtherIncomeRevAndExpnss
Total Revenue And Expenses72895TotalRevenueAndExpenses
Total Net Investment Income68031TotalNetInvestmentIncome
Legal Fees Rev And Expnss1975LegalFeesRevAndExpnss
Legal Fees Dsbrs Chrtbl Prps1975LegalFeesDsbrsChrtblPrps
Taxes Rev And Expnss1271TaxesRevAndExpnss
Taxes Net Invst Incm1271TaxesNetInvstIncm
Other Expenses Rev And Expnss192OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps192OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss3438TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1271TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps2167TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss47740ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps47740ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss51178TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1271TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps49907TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses21717ExcessOfRevenueOverExpenses
Net Investment Income66760NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY9190SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY29587SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV29587SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY503517InvestmentsCorpStockBOY
Investments Corp Stock EOY503175InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV794390InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY461785InvestmentsCorpBondsBOY
Investments Corp Bonds EOY462359InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV486519InvestmentsCorpBondsEOYFMV
Other Assets EOYFMV6122OtherAssetsEOYFMV
Total Assets BOY974492TotalAssetsBOY
Total Assets EOY995121TotalAssetsEOY
Total Assets EOYFMV1316618TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY974492CapitalStockBOY
Capital Stock EOY995121CapitalStockEOY
Total Net Assets BOY974492TotalNetAssetsBOY
Total Net Assets EOY995121TotalNetAssetsEOY
Total Liabilities Net Assets BOY974492TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY995121TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY974492TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses21717ExcessOfRevenueOverExpenses
Subtotal996209Subtotal
Other Decreases1088OtherDecreases
Total Net Assets Fund Balances EOY995121TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetGENL ELEC CAP CORPDescriptionOfAsset
How AcquiredPHowAcquired
Date Acquired2009-03-24DateAcquired
Date Sold2012-02-15DateSold
Gross Sales Price50000GrossSalesPrice
Cost Or Other Basis50426CostOrOtherBasis
Gain Or Loss-426GainOrLoss
Gains Minus Excess Or Losses-426GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income-426CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Qualifying Distributions Year153702QualifyingDistributionsYear1
Noncharitable Assets Year11179878NoncharitableAssetsYear1
Distribution Ratio Year10.0455DistributionRatioYear1
Qualifying Distributions Year259905QualifyingDistributionsYear2
Noncharitable Assets Year21144805NoncharitableAssetsYear2
Distribution Ratio Year20.0523DistributionRatioYear2
Qualifying Distributions Year380133QualifyingDistributionsYear3
Noncharitable Assets Year3961930NoncharitableAssetsYear3
Distribution Ratio Year30.0833DistributionRatioYear3
Qualifying Distributions Year4278219QualifyingDistributionsYear4
Noncharitable Assets Year41672908NoncharitableAssetsYear4
Distribution Ratio Year40.1663DistributionRatioYear4
Qualifying Distributions Year5292408QualifyingDistributionsYear5
Noncharitable Assets Year52334021NoncharitableAssetsYear5
Distribution Ratio Year50.1253DistributionRatioYear5
Total Distribution Ratio0.4727TotalDistributionRatio
Average Distribution Ratio0.0945AverageDistributionRatio
Net Noncharitable Assets1248185NetNoncharitableAssets
Adjusted Noncharitable Assets117953AdjustedNoncharitableAssets
One Percent Net Investment Income668OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One118621AdjNonchrtblAssetsAndOnePct
Qualifying Distributions49907QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1335InvestmentIncomeExciseTax
Subtotal1335Subtotal
Tax Based On Investment Income1335TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1125EstTaxPaymentsAndOverpayment
Tax Paid With Extension210TaxPaidWithExtension
Total Credits And Payments1335TotalCreditsAndPayments

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
New Substantial ContributorsfalseNewSubstantialContributors
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES H WINSTON-TRUSTEEBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number9043587269BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1601 II RIVERSIDE AVENUEAddressLine1
CityJACKSONVILLECity
StateFLState
ZIP Code32204ZIPCode

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
JAMES H WINSTON
601II RIVERSIDE AVE-619JACKSONVILLEFL32204TRUSTEE10
JAMES H WINSTON-JR
601II RIVERSIDE AVE-619JACKSONVILLEFL32204TRUSTEE00
MARY MCK WINSTON-MASON
601II RIVERSIDE AVE-619JACKSONVILLEFL32204TRUSTEE00
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1NONEDescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1256218AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances10975AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1267193TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets1267193AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable19008CashDeemedCharitable
Net Noncharitable Assets1248185NetNoncharitableAssets
Minimum Investment Return62409MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return62409MinimumInvestmentReturn
Tax Based On Investment Income1335TaxBasedOnInvestmentIncome
Total Tax1335TotalTax
Distributable Amount Before Adj61074DistributableAmountBeforeAdj
Distributable Amount Before Ded61074DistributableAmountBeforeDed
Distributable Amount As Adjusted61074DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions49907ExpensesAndContributions
Qualifying Distributions49907QualifyingDistributions
Adj Qualifying Distributions49907AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted61074DistributableAmountAsAdjusted
Excess Distri Carryover Year5177653ExcessDistriCarryoverYear5
Excess Distri Carryover Year481565ExcessDistriCarryoverYear4
Excess Distri Carryover Year332589ExcessDistriCarryoverYear3
Excess Distri Carryover Year23768ExcessDistriCarryoverYear2
Total Excess Distri Carryover295575TotalExcessDistriCarryover
Qualifying Distributions49907QualifyingDistributions
Applied To Current Year49907AppliedToCurrentYear
Excess Distri Cyov App CY Corpus11167ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY11167ExcessDistriCyovAppliedCY
Total Corpus284408TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5166486ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year117922ExcessDistriCyovToNextYear
Excess From Year481565ExcessFromYear4
Excess From Year332589ExcessFromYear3
Excess From Year23768ExcessFromYear2

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJAMES H WINSTONContributingManager
Shareholder ManagerTRUSTEEShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CUMMER MUSEUM
829 RIVERSIDE AVENUEJACKSONVILLEFL32204501C3FOR GENERAL USE$1,500
LEADERSHIP JACKSONVILLE
4040 WOODCOCK DRIVEJACKSONVILLEFL32207501C3FOR GENERAL USE$500
THE SALVATION ARMY
328 NORTH OCEAN STREETJACKSONVILLEFL32202501C3FOR GENERAL USE$500
FL STATE COLLEGE JAX
501 WEST STATE STREETJACKSONVILLEFL32202501C3FOR GENERAL USE$300
JAX CHILDRENS CHORUS
225 EAST DUVAL STREETJACKSONVILLEFL32202501C3FOR GENERAL USE$500
ST JOHNS EPISCOPAL CHUR
256 EAST CHURCH STREETJACKSONVILLEFL32202501C3FOR GENERAL USE$50
THE SALAVATION ARMY
328 NORTH OCEAN STREETJACKSONVILLEFL32202501C3FOR GENERAL USE$150
THE ALS ASSOCIATION
3242 PARKSIDE CNTR DRTAMPAFL33619501C3FOR GENERAL USE$250
AMELIA ISL CHAMBER MUSI
POST OFFICE BOX 15886FERNANDINA BEAFL32035501C3FOR GENERAL USE$250
MONTREAT COLLEGE
POST OFFICE BOX 1267MONTREATNC28757501C3FOR GENERAL USE$500
WORLD AFFAIRS COUNCIL
3948 THIRD STREET SOUTHJACKSONVILLE BFL32250501C3FOR GENERAL USE$500
RAVENSCROFT SCHOOL
7409 FALLS OF NEUSE RDRALEIGHNC27615501C3FOR GENERAL USE$250
UNIVERSITY OF FLORIDA
POST OFFICE BOX 14425GAINESVILLEFL32604501C3FOR GENERAL USE$2,000
MUSEUM OF CONTEMP ART
333 NORTH LAURA STREETJACKSONVILLEFL32202501C3FOR GENERAL USE$1,500
AMERICAN CANCER SOCIETY
3709 WEST JETTON AVENUETAMPAFL33629501C3FOR GENERAL USE$500
CUREPSP
30 EAST PADONIA ROADLUTHERVILLE TIMD21093501C3FOR GENERAL USE$250
UNIV OF NORTH CAROLINA
FRIENDS-CAROLINA LACROSCHAPEL HILLNC27599501C3FOR GENERAL USE$100
EPISCOPAL CHILDRENS SVS
8443 BAYMEADOWS ROADJACKSONVILLEFL32256501C3FOR GENERAL USE$1,000
KIPP SCHOOLS-JACKSONVIL
1440 MCDUFF AVE NORTHJACKSONVILLEFL32254501C3FOR GENERAL USE$1,500
ST MARKS EPISCOPAL CHRC
4129 OXFORD AVENUEJACKSONVILLEFL32210501C3FOR GENERAL USE$800
CATHOLIC CHARITIES
POST OFFICE BOX 543SAINT AUGUSTINFL32085501C3FOR GENERAL USE$100
THE COMMUNITY FOUNDATIN
245 RIVERSIDE AVENUEJACKSONVILLEFL32202501C3FOR GENERAL USE$2,500
JAX ZOO & GARDENS
370 ZOO PARKWAYJACKSONVILLEFL32218501C3FOR GENERAL USE$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year47740TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$32,004ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$36,027ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$426ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$67,605ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA67605TotalPartXVIA

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

FieldValueIRS element (for citing)
NameGENL ELEC CAP CORPName
Date Acquired2009-03DateAcquired
How AcquiredPURCHASEHowAcquired
Date Sold2012-02DateSold
Gross Sales Price50000GrossSalesPrice
Basis50426Basis

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (9 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
DUKE REALTY CORP NTS4721850698
CITIGROUP INC NTS5161651730
NETFLIX INC5130047813
VULCAN MATERIALS CO NEW5122554625
WEYERHAEUSER CO4977857938
CENTURY TELE ENTERPRISES4957551664
ASSURED GTY US HLDGS INC5100054934
HUNTINGTON W VA MUN DEV5500059053
UNIV CAL GEN R RV5564758064

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (9 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
1600 SHARES AMER ELECTRIC POWER CO5115868288
3750 SHARES AMEREN CORP101491115200
5454 SHARES BLACKROCK KELSO CAP CORP5840654867
2400 SHARES BRISTOL MYERS SQUIBB CO5211778216
1260 SHARES HONEYWELL INTL INC3699579972
1500 SHARES ROCKWELL COLLINS INC2186887255
2000 SHARES SOVRAN SELF STORAGE INC56720124200
3165+ AMERICAN FUNDS NEW PERSPECT-A6269998955
3313+ LONGLEAF PARTNERS FD6172187437

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryFRAZIER & FRAZIER ATTORNEYSCategory
Amount$1,975Amount
Disbursements Charitable Prps1975DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionACCRUED INTERESTDescription
EOYFMV6122EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionUBS CHECKS AND FORMSDescription
Revenue And Expenses Per Books192RevenueAndExpensesPerBooks
Disbursements Charitable Prps192DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAID-UBSCategory
Amount$124Amount
Net Investment Income124NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryESTIMATED TAX PD IN 2012Category
Amount$1,147Amount
Net Investment Income1147NetInvestmentIncome

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