STRATEGY STUDIO / PUBLIC DATA EXPLORER

WINSTON CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WINSTON CHARITABLE FOUNDATION (EIN 74-2877210)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-08
IRS object ID
202122519349100617
Schema version
2020v4.0
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)
Return2021-09-08T10:46:14-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742877210EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Winston Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWINSBusinessNameControlTxt
Phone7136232113PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14400 Post Oak Parkway 2600AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChaille HawkinsPersonNm
Person TitleSec, DirPersonTitleTxt
Signature2021-09-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstChaillePersonFirstNm
Person LastHawkinsPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKurt CoburnPreparerPersonNm
PTINP01638285PTIN
Phone7134395739PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,034,011FMVAssetsEOYAmt
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$74InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$74InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$161,236DividendsRevAndExpnssAmt
Dividends Net Invst Incm$161,236DividendsNetInvstIncmAmt
Other Income Rev And Expnss$151OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$161,461TotalRevAndExpnssAmt
Total Net Invst Incm$161,310TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,670AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$835AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$835AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$24,524OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$21,765OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,759OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$750TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$26,944TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,600TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,594TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$176,944TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,600TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$153,594TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,483ExcessRevenueOverExpensesAmt
Net Investment Income$138,710NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,973SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$490SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$490SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$990,584CorporateStockBOYAmt
Corporate Stock EOY$990,584CorporateStockEOYAmt
Corporate Stock EOYFMV$4,033,521CorporateStockEOYFMVAmt
Total Assets BOY$1,006,557TotalAssetsBOYAmt
Total Assets EOY$991,074TotalAssetsEOYAmt
Total Assets EOYFMV$4,034,011TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$140,523CapitalStockBOYAmt
Capital Stock EOY$140,523CapitalStockEOYAmt
Retained Earning BOY$866,034RetainedEarningBOYAmt
Retained Earning EOY$850,551RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,006,557TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$991,074TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,006,557TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$991,074TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,006,557TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,483ExcessRevenueOverExpensesAmt
Subtotal$991,074SubtotalAmt
Tot Net Ast Or Fund Balances EOY$991,074TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,928InvestmentIncomeExciseTaxAmt
Subtotal$1,928SubtotalAmt
Tax Based On Investment Income$1,928TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,997EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,997TotalPaymentsAndCreditsAmt
Overpayment$1,069OverpaymentAmt
Applied To ES Tax$1,069AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Lynn David WinstonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7139934675PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14400 Post Oak Parkway 2600AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
Lynn David Winston
4400 Post Oak Parkway 2600HoustonTX77027Pres, Dir1.00$0
Chaille Winston Hawkins
4400 Post Oak Parkway 2600HoustonTX77027Sec, Dir1.00$0
Phillip Winston
4400 Post Oak Parkway 2600HoustonTX77027VP, Dir1.00$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$3,795,306AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,215AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,865,521TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,865,521AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,983CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,807,538NetVlNoncharitableAssetsAmt
Minimum Investment Return$190,377MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$190,377MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,928TaxBasedOnInvestmentIncomeAmt
Total Tax$1,928TotalTaxAmt
Distributable Before Adj$188,449DistributableBeforeAdjAmt
Distributable Before Ded$188,449DistributableBeforeDedAmt
Distributable As Adjusted$188,449DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$153,594ExpensesAndContributionsAmt
Qualifying Distributions$153,594QualifyingDistributionsAmt
Adjusted Qualifying Distri$153,594AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$188,449DistributableAsAdjustedAmt
Undistributed Income PY$142,180UndistributedIncomePYAmt
Qualifying Distributions$153,594QualifyingDistributionsAmt
Applied To Year1$142,180AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,414AppliedToCurrentYearAmt
Undistributed Income CY$177,035UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Discovery Green Conservancy
1500 McKinneyHoustonTX77010N/APCGeneral support$25,000
The Museum of Fine Arts Houston
PO Box 25026HoustonTX77265N/APCRienzi Annual Fund Drive$25,000
University of Houston
3700 Cullen Blvd Ste E-128HoustonTX77204N/AGOVGeneral support$25,000
Mission of Yahweh
10247 Algiers RdHoustonTX77041N/APCGeneral support$25,000
Houston Food Bank
535 Portwall StHoustonTX77029N/APCGeneral support$25,000
Kimble County Fire Department
102 N 5th StJunctionTX76849N/AGOVGeneral support$12,500
Hunt Volunteer Fire Deparrtment
PO Box 362HuntTX78024N/AGOVGeneral support$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$74ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$161,236ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTax refundDesc
Exclusion1ExclusionCd
Exclusion$151ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$161,461ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$161,461TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax complianceCategoryTxt
Amt$1,670Amt
Net Investment Income$835NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$835DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
4,000 shs Altria Group$147,800$164,000
7,195 shs Coca Cola$237,885$394,574
21,490 shs Exxon Mobil$25,948$885,818
4,600 shs Johnson & Johnson$172,359$723,948
2,475 shs Merck & Co$107,949$202,455
4,110 shs Microsoft$123,230$914,146
4,000 shs Philip Morris Intl$78,377$331,160
3,000 shs Procter and Gamble$97,036$417,420

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTax refundDesc
Revenue And Expenses Per Books$151RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment and administrative feesCategoryTxt
Amt$24,524Amt
Net Investment Income$21,765NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,759DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise taxCategoryTxt
Amt$750Amt