WINSTON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WINSTON FAMILY FOUNDATION (EIN 59-2678732)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202503089349101505
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T03:39:04-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592056064 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAZIER & FRAZIER ATTYS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 RIVERSIDE AVE STE A | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592678732 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winston Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Mary M Winston | InCareOfNm |
| Business Name Control | WINS | BusinessNameControlTxt |
| Phone | 9043587269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 E Adams Street STE Suite 100 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES WINSTON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 9043587269 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D KENT SAUSAMAN | PreparerPersonNm |
| PTIN | P01870451 | PTIN |
| Phone | 9043535616 | PhoneNum |
| Preparation | 2025-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $121,526,222 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,641,257 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,652,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,386,060 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,684,697 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,386,060 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $233,069 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $72,269 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $28,260,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,110,639 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $59,900 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $59,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $461,025 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $461,025 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $84,706 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $84,706 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,078 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $17,078 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $44,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $285,839 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $235,011 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $89,946 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $388,518 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,959 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25,570 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $266 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $266 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $6,325 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $6,325 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $75,391 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $75,391 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $155,320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $155,320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,579,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $248,236 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,020,186 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,711,176 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,315,634 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,290,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $248,236 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,335,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,083 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,862,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,553,672 | CashBOYAmt |
| Cash EOY | $692,931 | CashEOYAmt |
| Cash EOYFMV | $692,931 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,685,144 | SavAndTempCashInvstBOYAmt |
| Other Nts And Loans Rcvbl | $3,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $3,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $65,506,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $65,317,617 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,484,309 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $479,970 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,409,174 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $30,473,626 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,957 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,265 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,958 | LandBOYAmt |
| Land EOY | $3,692 | LandEOYAmt |
| Land EOYFMV | $3,692 | LandEOYFMVAmt |
| Other Assets BOY | $20,043,023 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,539,658 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,871,664 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $111,272,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $110,963,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $121,526,222 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $27,128 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,890 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $27,128 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,890 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $111,245,180 | CapitalStockBOYAmt |
| Capital Stock EOY | $110,937,182 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,245,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $110,937,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,272,308 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $110,963,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,245,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,083 | ExcessRevenueOverExpensesAmt |
| Subtotal | $111,215,097 | SubtotalAmt |
| Other Decreases | $277,915 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $110,937,182 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| UBS 161 LTCG | 2021-01-01 | 2024-12-31 | $3,000 | $3,000 | ||
| UBS 071 LTCG | 2021-01-01 | 2024-12-31 | $1,094 | $1,116 | -$22 | -$22 |
| GS 77774 STCG - Covered | 2021-01-01 | 2024-12-31 | $29,320,206 | $27,261,914 | $2,058,292 | $2,058,292 |
| GS 77774 STCG - Non-Covered | 2023-10-02 | 2024-01-31 | $9,379 | $7,879 | $1,500 | $1,500 |
| GS 77774 LTCG - Covered | 2020-11-30 | 2024-02-08 | $59,805,163 | $38,144,592 | $21,660,571 | $21,660,571 |
| GS 7774 LTCG - Non-Covered | 2020-11-01 | 2024-12-31 | $423,480 | $299,531 | $123,949 | $123,949 |
| GS 77775 STCG | 2024-01-01 | 2024-12-31 | $12,265,344 | $11,469,312 | $818,420 | $818,420 |
| GS 77782 STCG | 2021-01-01 | 2024-12-31 | $119,021 | $118,426 | -$128 | -$128 |
| GS 83467 LTCG | 2024-01-01 | 2024-12-31 | $117,855 | $4,925 | $112,930 | $112,930 |
| GS 83467 STCG | 2024-01-01 | 2024-12-31 | $11,848 | $9,607 | $2,241 | $2,241 |
| Morgan Creek Partners | 2020-01-01 | 2024-12-31 | $7,219 | $7,219 | $7,219 | |
| Third Point | 2020-01-01 | 2024-12-31 | $37,152 | $37,152 | $37,152 | |
| Morgan Creek Bric | 2020-01-01 | 2024-12-31 | $13 | $13 | $13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,386,060 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,500 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 1987-02-03 | RulingLetterDt |
| Investment Income Excise Tax | $387,287 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $387,287 | SubtotalAmt |
| Tax Based On Investment Income | $387,287 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $365,447 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $415,447 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $415,447 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $637 | EsPenaltyAmt |
| Overpayment | $27,523 | OverpaymentAmt |
| Applied To ES Tax | $27,523 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winston Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9043587269 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 E Adams Street Suite 100 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| James H Winston Jr | ||||||
| 40 E Adams Street Suite 100 | Jacksonville | FL | 32202 | Trustee | 010.00 | $0 |
| Mary M Winston | ||||||
| 40 E Adams Street Suite 100 | Jacksonville | FL | 32202 | Trustee | 010.00 | $29,900 |
| 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 | $30,000 |
| Robert WWinston | ||||||
| 40 E Adams Street Suite 100 | Jacksonville | FL | 32202 | Trustee | 010.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Sylia Obagi | |||||||
| 40 E Adams Street Suite 100 | Jacksonville | FL | 32202 | Executive Director | 040.00 | $330,400 | $33,040 |
| Mary Ross | |||||||
| 40 E Adams Street Suite 100 | Jacksonville | FL | 32202 | Office Manager | 040.00 | $130,625 | $13,598 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Goldman Sachs & Co LLC | |||||
| 3550 Peachtree Road NE Suite 1000 | Atlanta | GA | 30326 | Investment Advisory | $187,991 |
| Roger Lee Still | |||||
| 2405 Llyod Court | Columbia | MO | 65203 | Consulting Services | $66,000 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Project One Health Jax: This program invests to improve the health of children and the environment in the Jacksonville, FL urban core neighborhoods. The program will focus on connecting residents to the nearby Emerald Trail (30 miles of planned trails, greenways and parks encircling urban core). Itemized Expenses: | Description1Txt |
| Expenses1 | $36,405 | Expenses1Amt |
| Description2 | - Consultants: Brandon Spratt $2825; Ripple Effect Storytelling $9713; Sherry Magill $11061; Roger Still $7000 - Travel, Meals, Lodging & Conferences: various vendors $5,806 | Description2Txt |
| Description3 | Project One Health NC: THis program will address the disconnect between young people and nature in North Carolina by engaging children in outdoor experiences along the Neuse River to improve physical and mental well- being and nurture deeper connections to the environment and healthier ecosystems. Itemized Expenses: | Description3Txt |
| Expenses3 | $86,338 | Expenses3Amt |
| Description4 | - Consultants: John Bare $11500; Roger Still $59000; Brandon Spratt $5200 - Travel Meals, Lodging & Conferences: various vendors $5879 - Legal: Fisher Tousey Leas & Ball $4741 (incurred in connection with the PRI described in Part VIII-B below) | Description4Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Zero interest credit facility granted to Triangle Land Conservancy, Inc. for the acquisiton of the Rose Dairy Farm in Johnston County, North Carolina, which was made as part of the Project One Health North Carolina direct charitable activity described in Part VIII-A above). | Description1Txt |
| Expenses1 | $3,000,000 | Expenses1Amt |
| Total | $3,000,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $95,327,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,760,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,819,742 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,907,703 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $110,907,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,663,616 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $109,244,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,462,204 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,462,204 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $387,287 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $387,287 | TotalTaxAmt |
| Distributable Before Adj | $5,074,917 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $151,734 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,226,651 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,226,651 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,335,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $3,000,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,335,820 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,226,651 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,446,289 | UndistributedIncomePYAmt |
| Qualifying Distributions | $7,335,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,446,289 | AppliedToYear1Amt |
| Applied To Current Year | $889,531 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $4,337,120 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Cathedral Arts Project | ||||||
| 207 N Laura St Suite 300 | Jacksonville | FL | 32202 | PC | To provide unrestricted general operating support to fulfill their mission | $2,500 |
| Children and Nature Network | ||||||
| 1611 County Rd B West Ste 315 | Roseville | MN | 55113 | PC | To provide a restricted program or project grant for the Project One Health Jacksonville initiative | $870,000 |
| 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 | $2,500 |
| Cummer Museum Foundation Inc | ||||||
| 829 Riverside Ave | Jacksonville | FL | 32204 | PC | To provide unrestricted general operating support to fulfill their mission | $5,000 |
| Douglas Anderson School of the Arts Foundation | ||||||
| 1478 Riverplace Blvd Ste 1606 | Jacksonville | FL | 32207 | PC | To provide unrestricted general operating support to fulfill their mission | $2,500 |
| Duke University | ||||||
| PO Box 90581 | Durham | NC | 27708 | PC | To provide a restricted program or project grant for the Duke Childrens Fund | $7,500 |
| Environmental Grantmakers Association | ||||||
| 475 Riverside Drive Ste 960 | New York | NY | 10115 | PC | To provide a restricted project grant for Environmental Grantmakers Assoc. | $4,400 |
| Episcopal School of Jacksonville Inc | ||||||
| 4455 Atlantic Blvd | Jacksonville | FL | 32207 | PC | To provide a restricted program or project grant for the Science and Student Life Center | $250,000 |
| Episcopal School of Jacksonville Inc | ||||||
| 4455 Atlantic Blvd | Jacksonville | FL | 32207 | PC | To provide a restricted program or project grant for the Haskell Center for Science and Student Life | $25,000 |
| Exponent | ||||||
| 1720 N Street NW | Washington | DC | 20036 | PC | To provide a restricted program or project grant for 2024 Exponent Signature Plus Membership | $3,880 |
| 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 | $12,500 |
| Friends of Johnston County Parks Inc | ||||||
| 65 Glen Rd PMB 158 | Garner | NC | 27529 | PC | To provide unrestricted general operating support to fulfill their mission | $50,000 |
| Historic Oakwood Cemetery Foundation | ||||||
| 701 Oakwood Avenue | Raleigh | NC | 27601 | PC | To provide a restricted program or project grant for development of a strategic plan for Oakwood Cemetery | $30,000 |
| Jacksonville Public Education Fund | ||||||
| 40 East Adams Street Ste 110 | Jacksonville | FL | 32202 | PC | To provide unrestricted general operating support to fulfill their mission | $5,000 |
| Jacksonville Symphony Assoc | ||||||
| 300 W Water St Ste 200 | Jacksonville | FL | 32202 | PC | To provide unrestricted general operating support to fulfill their mission | $50,000 |
| Jacksonville Zoological Society Inc | ||||||
| 370 Zoo Parkway | Jacksonville | FL | 32218 | PC | To provide unrestricted general operating support to fulfill their mission | $2,500 |
| Johnston County 4-H Development Fund | ||||||
| 2736 NC 210 Hwy | Smithfield | NC | 27577 | GOV | To provide a restricted grant for 4-H summer camp and other children and nature activities | $30,000 |
| Junior Achievement Inc | ||||||
| 4049 Woodcock Dr Suite 200 | Jacksonville | FL | 32207 | PC | To provide unrestricted general operating support to fulfill their mission | $2,500 |
| Lead The Way Fund | ||||||
| 300 Garden City Plaza Suite 149 | New York | NY | 11530 | PC | To provide unrestricted general operating support to fulfill the mission of Ranger Support | $7,500 |
| Leadership Jacksonville Inc | ||||||
| 40 East Adams St Ste 230 | Jacksonville | FL | 32202 | PC | To provide unrestricted general operating support to fulfill their mission | $2,500 |
| Museum of Contemporary Art | ||||||
| 333 N Laura St | Jacksonville | FL | 32202 | PC | To provide unrestricted general operating support to fulfill their mission | $2,500 |
| National Center for Family Philanthropy Inc | ||||||
| 1667 K Street NW Ste 350 | Washington | DC | 20006 | PC | To provide a restricted program or project grant for the 2024 Leadership Circle Support | $10,000 |
| Nonprofit Center of Northeast Florida | ||||||
| 40 East Adams Street Ste 100 | Jacksonville | FL | 32202 | PC | To provide a restricted program or project grant for 2024-2025 Membership Dues | $5,000 |
| Nonprofit Center of Northeast Florida | ||||||
| 40 East Adams Street Ste 100 | Jacksonville | FL | 32202 | PC | To provide unrestricted general operating support to fulfill their mission | $5,000 |
| North Carolina Community Foundation Inc | ||||||
| 3737 Glenwood Avenue Suite 460 | Raleigh | NC | 27612 | PC | To provide a restricted program or project grant for NCNG Membership Renewal | $2,380 |
| North Carolina Community Foundation Inc | ||||||
| 3737 Glenwood Avenue Suite 460 | Raleigh | NC | 27612 | PC | To provide a restricted program or project grant for NCNG 2025 Annual Meeting Conference Sponsorship | $2,500 |
| North Carolina Community Foundation Inc | ||||||
| 3737 Glenwood Avenue Suite 460 | Raleigh | NC | 27612 | PC | To provide a restricted program grant for Project One Health NC | $65,712 |
| Philanthropy Southeast | ||||||
| 100 Peachtree St NW Ste 2080 | Atlanta | GA | 30303 | PC | To provide a restricted program or project grant for Philanthropy Southeast Membership | $4,550 |
| Philanthropy Southeast | ||||||
| 100 Peachtree St NW Ste 2080 | Atlanta | GA | 30303 | PC | To provide a restricted program or project grant for 2025 CEO Forum Sponsorship | $2,500 |
| Ravenscroft School | ||||||
| 7409 Falls of Neuse Road | Raleigh | NC | 27615 | PC | To provide a restricted program or project grant for Dare To Dream | $100,000 |
| Sound Rivers Inc | ||||||
| PO Box 1854 | Washington | NC | 27889 | PC | To provide a restricted program or project grant for Neuse River clean up in Johnston County, NC | $50,000 |
| St Mark's Episcopal Church | ||||||
| 4129 Oxford Avenue | Jacksonville | FL | 32210 | PC | To provide unrestricted general operating support to fulfill their mission | $12,500 |
| St Mark's Episcopal Church | ||||||
| 4129 Oxford Avenue | Jacksonville | FL | 32210 | PC | To provide a restricted program or project grant for the sound video system | $75,000 |
| The Community Foundation for Northeast Florida | ||||||
| 245 Riverside Ave Suite 310 | Jacksonville | FL | 32202 | PC | To provide a restricted program or project grant for Kimmie Winston Donor Advised Fund | $50,000 |
| The Community Foundation for Northeast Florida | ||||||
| 245 Riverside Ave Suite 310 | Jacksonville | FL | 32202 | PC | To provide a restricted program or project grant for Kimmie Winston Donor Advised Fund | $20,000 |
| The Community Foundation for Northeast Florida | ||||||
| 245 Riverside Ave Suite 310 | Jacksonville | FL | 32202 | PC | To provide unrestricted general operating support to fulfill their mission | $50,000 |
| The Community Foundation for Northeast Florida | ||||||
| 245 Riverside Ave Suite 310 | Jacksonville | FL | 32202 | PC | To provide a restricted program or project grant for the One Health Initiative | $105,000 |
| The Community Foundation for Northeast Florida | ||||||
| 245 Riverside Ave Suite 310 | Jacksonville | FL | 32202 | PC | To provide a restricted program grant for Project One Health Jacksonville Fund | $600,000 |
| The Community Foundation for Northeast Florida | ||||||
| 245 Riverside Ave Suite 310 | Jacksonville | FL | 32202 | PC | To provide a restricted program or project grant for Kimmie Winston Donor Advised Fund | $15,000 |
| The Community Foundation for Northeast Florida | ||||||
| 245 Riverside Ave Suite 310 | Jacksonville | FL | 32202 | PC | To provide a restricted program or project grant for Project One Health Jacksonville Fund Donor Advised Fund | $216,000 |
| The Community Foundation for Northeast Florida | ||||||
| 245 Riverside Ave Suite 310 | Jacksonville | FL | 32202 | PC | DAF Replenishment Grant for Project One Health Jacksonville Fund | $114,712 |
| The Community Foundation of Western North Carolina | ||||||
| 4 Vanderbilt Park Drive Suite 300 | Asheville | NC | 28803 | PC | To provide a restricted program grant for Emergency and Disaster Response Fund - North Carolina Recovery | $19,000 |
| The Nantucket Project Academy | ||||||
| PO Box 568 | Durham | NC | 27702 | PC | To provide unrestricted general operating support to fulfill their mission | $250,000 |
| Triangle Land Conservancy Inc | ||||||
| PO Box 1848 | Durham | NC | 27702 | PC | To provide unrestricted general operating support to fulfill their mission | $105,000 |
| UNFOneJax | ||||||
| 112 W Adams St 4th Floor | Jacksonville | FL | 32202 | PC | To provide unrestricted general operating support to fulfill their mission | $5,000 |
| 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 | $10,000 |
| Virginia Episcopal School | ||||||
| 400 VES Rd | Lyncburg | VA | 24503 | PC | To provide unrestricted general operating support to fulfill their mission | $25,000 |
| Winston Family Initiative in Tech & Adolescent Brain Development Inc | ||||||
| 1455 Ocean Drive Unit 802 | Miami Beach | FL | 33139 | PF | To effectuate a severance of a portion of the Foundations assets as described in item 3 of the General Explanation returned herewith. | $23,395,542 |
| WJCT Inc | ||||||
| 100 Festival Park Ave | Jacksonville | FL | 32202 | PC | To provide unrestricted general operating support to fulfill their mission | $2,500 |
| YMCA of Floridas First Coast | ||||||
| 40 East Adam Street Suite 210 | Jacksonville | FL | 32202 | PC | To provide unrestricted general operating support to fulfill their mission | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,711,176 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,641,257 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $233,069 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,386,060 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,260,386 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,260,386 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $44,925 | Amt |
| Disbursements Charitable Prps | $44,925 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| Office furniture | 2019-12-31 | $20,040 | $13,158 | MACRS | 0000000007.000000000000 | ||
| EDP equipment | 2019-12-31 | $4,252 | $3,010 | MACRS | 0000000007.000000000000 | ||
| Leasehold/Tenant Improvements | 2023-11-30 | $19,957 | $15,999 | MACRS | 0000000015.000000000000 | $266 | $266 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | EXPENDITURE RESPONSIBILITY EXPLANATION TO PART VI-B LINE 5a4 STATEMENT PURSUANT TO SECTION 53.4945-c | FormAndLineReferenceDesc |
| Medium Explanation | 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 100,000.00 v DATE OF GRANTEE REPORT RESULTS 9/30/2025 - showing a single grant of 100,000 to the University of North Carolina at Chapel Hill vi HAS GRANTEE DIVERTED FUNDS No. The Foundation treated this grant as a qualified distribution within the meaning of section 4942g for the tax year ending December 31, 2023 and relied on the flow-through exemption in IRC section 4942g3 however, the Foundation has recaptured 26,089.49 on line 4 of Part X as the undistributed amount of the grant as of December 31, 2024. 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 105,396.74 v DATE OF GRANTEE REPORT RESULTS 9/30/2025 - showing qualified charitable distributions totaling 105,396.74 vi HAS GRANTEE DIVERTED FUNDS No. The Foundation treated this grant as a qualified distribution within the meaning of section 4942g for the tax year ending December 31, 2023 and relied on the flow-through exemption in IRC section 4942g3 however, the Foundation has recaptured 125,645.44 on line 4 of Part X as the undistributed amount of the grant as of December 31, 2024. 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 23,395,541.69.18 1/4/2024 iii GRANT PURPOSE to resolve and reform governance of the Foundation by severing and disbursing 20 of the Foundations assets in favor of the recipient foundation, which would be controlled by a trustee of the Foundation who resigned as a trustee of the Foundation effective as of 1/4/2024, and will provide the recipient foundation 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 9/30/2025 - None of these specific grant funds have been expended by the Grantee vi HAS GRANTEE DIVERTED FUNDS No. This grant is not treated as a qualified distribution within the meaning of section 4942g. Therefore, this amount has been reported on Form 990-PF, Part I, line 25 Contributions, gifts, grants paid, but has not been included in the calculation of qualifying distributions on Part XII and does not reduce undistributed income for purposes of section 4942. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $30,409,174 | EOYBookValueAmt |
| EOYFMV | $30,473,626 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stocks | StockNm |
| EOY Book Value | $65,317,617 | EOYBookValueAmt |
| EOYFMV | $74,484,309 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Leasehold Improvements | CategoryOrItemTxt |
| Cost Or Other Basis | $19,957 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $16,265 | AccumulatedDepreciationAmt |
| Book Value | $3,692 | BookValueAmt |
| EOYFMV | $3,692 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $17,078 | LegalFeesAmt |
| Disbursements Charitable Prps | $17,078 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Private Investments | $1,808,297 | $3,559,721 | $3,044,941 |
| Hedge Funds | $13,572,367 | $4,014,225 | $4,849,323 |
| Real Estate Investments | $4,558,629 | $3,883,697 | $4,895,385 |
| Artwork, sculptures, and rugs | $103,730 | $82,015 | $82,015 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment re difference between fair market value and book value of in-kind grants. | Desc |
| Amt | $277,915 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DCA - Project One Health Jax - See Part VIII-A | $36,405 | $36,405 |
| DCA - Project One Health NC - See Part VIII-A | $86,338 | $86,338 |
| --Equipment | $407 | $407 |
| --Fees - Payroll | $8,634 | $8,634 |
| --Fees - Bank Credit Card | $71 | $71 |
| --Fees - Permits and Business Licenses | $340 | $340 |
| --Fees - Website Licenses | $138 | $138 |
| --Insurance - Property, Casualty Umbrella | $1,306 | $1,306 |
| --Insurance - Directors, Officers Trustees | $1,561 | $1,561 |
| --Insurance - Workers Compensation | $895 | $895 |
| --Repairs and Maintenance | $5,461 | $5,461 |
| --Subscriptions - Software | $6,414 | $6,414 |
| --Subscriptions - Periodicals | $2,191 | $2,191 |
| --Supplies | $1,415 | $1,415 |
| --Utilities - Phone, Internet Fax | $1,980 | $1,980 |
| --Utilities - Cell Phones | $1,764 | $1,764 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Ridgewood Energy T Fund, LLC | $790 | $713 |
| Morgan Creek Partners II, LP | $9,000 | $571 |
| Merchants Plaza at Ponte Vedra, LLLP | $83,736 | $65,588 |
| Third Point | $5,397 | |
| Trumbull Prop. Growth Income Fund | $126,891 | |
| Tiger Global | $12,652 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other liabilities adjustment for cash payables and credit card balance | Desc |
| BOY Book Value | $27,128 | BOYBookValueAmt |
| EOY Book Value | $25,890 | EOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRI - Triangle Land Conservancy Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $3,000,000 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Consulting Staff Development Admin | $7,675 | $7,675 | |
| Consulting Grant Management | $34,800 | $34,800 | |
| Consulting Administration | $44,221 | $44,221 | |
| Consulting Information Technology | $3,250 | $3,250 | |
| UBS Investment Advisory Fees | $7,328 | $7,328 | |
| UBS ADR and Misc Fees | $562 | $562 | |
| Goldman Sachs Advisory Fees | $187,991 | $187,991 | |
| Goldman Sachs ADR and Misc Fees | $12 | $12 | |
| Portfolio Expenses from Sch. K-1 | $39,118 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Employers Social Security Taxes Payroll | $18,272 | $18,272 | |
| Employers Medicare Taxes Payroll | $6,648 | $6,648 | |
| Employers State Reemployment Taxes Payroll | $650 | $650 | |
| Net Investment Income Excise Tax Paid in 2024 | $350,000 | ||
| Foreign Tax Paid UBS Investments | $12,948 | $12,948 | |
| Foreign Tax Allocated from Sch. K-1 | $11 |