2025-11-04T03:39:04-00:00 2024-12-31 592056064 FRAZIER & FRAZIER ATTYS 1515 RIVERSIDE AVE STE A Jacksonville FL 32204 990PF 2024-01-01 592678732 Winston Family Foundation % Mary M Winston WINS 9043587269 40 E Adams Street STE Suite 100 Jacksonville FL 32202 CHARLES WINSTON Trustee 9043587269 2025-11-04 true D KENT SAUSAMAN P01870451 9043535616 2025-11-04 2024 2025-03-06 01:10:19Z X 121526222 X X 2641257 2652310 25386060 102684697 25386060 233069 72269 28260386 28110639 59900 59900 461025 461025 84706 84706 17078 17078 44925 44925 285839 235011 89946 388518 12959 25570 266 266 6325 6325 75391 75391 155320 155320 1579293 248236 1020186 26711176 3315634 28290469 248236 4335820 -30083 27862403 1553672 692931 692931 23685144 3000000 3000000 3000000 65506541 65317617 74484309 479970 30409174 30473626 19957 16265 3958 3692 3692 20043023 11539658 12871664 111272308 110963072 121526222 27128 25890 27128 25890 X 111245180 110937182 111245180 110937182 111272308 110963072 111245180 -30083 111215097 277915 110937182 UBS 161 LTCG 2021-01-01 2024-12-31 3000 3000 UBS 071 LTCG 2021-01-01 2024-12-31 1094 1116 -22 -22 GS 77774 STCG - Covered 2021-01-01 2024-12-31 29320206 27261914 2058292 2058292 GS 77774 STCG - Non-Covered 2023-10-02 2024-01-31 9379 7879 1500 1500 GS 77774 LTCG - Covered 2020-11-30 2024-02-08 59805163 38144592 21660571 21660571 GS 7774 LTCG - Non-Covered 2020-11-01 2024-12-31 423480 299531 123949 123949 GS 77775 STCG 2024-01-01 2024-12-31 12265344 11469312 818420 818420 GS 77782 STCG 2021-01-01 2024-12-31 119021 118426 -128 -128 GS 83467 LTCG 2024-01-01 2024-12-31 117855 4925 112930 112930 GS 83467 STCG 2024-01-01 2024-12-31 11848 9607 2241 2241 Morgan Creek Partners 2020-01-01 2024-12-31 7219 7219 7219 Third Point 2020-01-01 2024-12-31 37152 37152 37152 Morgan Creek Bric 2020-01-01 2024-12-31 13 13 13 25386060 1500 1987-02-03 387287 387287 387287 365447 50000 415447 415447 X 637 27523 27523 false false false false false true true false true true FL true false false false true true Winston Family Foundation 9043587269 40 E Adams Street Suite 100 Jacksonville FL 32202 false false false false true false false false false false false false false false false false true false false true false false false false 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 29900 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 30000 Robert WWinston 40 E Adams Street Suite 100 Jacksonville FL 32202 Trustee 010.00 0 Sylia Obagi 40 E Adams Street Suite 100 Jacksonville FL 32202 Executive Director 040.00 330400 33040 Mary Ross 40 E Adams Street Suite 100 Jacksonville FL 32202 Office Manager 040.00 130625 13598 Goldman Sachs & Co LLC 3550 Peachtree Road NE Suite 1000 Atlanta GA 30326 Investment Advisory 187991 Roger Lee Still 2405 Llyod Court Columbia MO 65203 Consulting Services 66000 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: 36405 - Consultants: Brandon Spratt $2825; Ripple Effect Storytelling $9713; Sherry Magill $11061; Roger Still $7000 - Travel, Meals, Lodging & Conferences: various vendors $5,806 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: 86338 - 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) 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). 3000000 3000000 95327737 2760224 12819742 110907703 110907703 1663616 109244087 5462204 5462204 387287 387287 5074917 151734 5226651 5226651 4335820 3000000 7335820 5226651 6446289 7335820 6446289 889531 4337120 X Cathedral Arts Project 207 N Laura St Suite 300 Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 2500 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 870000 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 2500 Cummer Museum Foundation Inc 829 Riverside Ave Jacksonville FL 32204 PC To provide unrestricted general operating support to fulfill their mission 5000 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 2500 Duke University PO Box 90581 Durham NC 27708 PC To provide a restricted program or project grant for the Duke Childrens Fund 7500 Environmental Grantmakers Association 475 Riverside Drive Ste 960 New York NY 10115 PC To provide a restricted project grant for Environmental Grantmakers Assoc. 4400 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 250000 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 25000 Exponent 1720 N Street NW Washington DC 20036 PC To provide a restricted program or project grant for 2024 Exponent Signature Plus Membership 3880 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 12500 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 50000 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 30000 Jacksonville Public Education Fund 40 East Adams Street Ste 110 Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 5000 Jacksonville Symphony Assoc 300 W Water St Ste 200 Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 50000 Jacksonville Zoological Society Inc 370 Zoo Parkway Jacksonville FL 32218 PC To provide unrestricted general operating support to fulfill their mission 2500 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 30000 Junior Achievement Inc 4049 Woodcock Dr Suite 200 Jacksonville FL 32207 PC To provide unrestricted general operating support to fulfill their mission 2500 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 7500 Leadership Jacksonville Inc 40 East Adams St Ste 230 Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 2500 Museum of Contemporary Art 333 N Laura St Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 2500 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 10000 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 5000 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 5000 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 2380 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 2500 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 65712 Philanthropy Southeast 100 Peachtree St NW Ste 2080 Atlanta GA 30303 PC To provide a restricted program or project grant for Philanthropy Southeast Membership 4550 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 2500 Ravenscroft School 7409 Falls of Neuse Road Raleigh NC 27615 PC To provide a restricted program or project grant for Dare To Dream 100000 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 50000 St Mark's Episcopal Church 4129 Oxford Avenue Jacksonville FL 32210 PC To provide unrestricted general operating support to fulfill their mission 12500 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 75000 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 50000 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 20000 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 50000 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 105000 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 600000 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 15000 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 216000 The Community Foundation for Northeast Florida 245 Riverside Ave Suite 310 Jacksonville FL 32202 PC DAF Replenishment Grant for Project One Health Jacksonville Fund 114712 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 19000 The Nantucket Project Academy PO Box 568 Durham NC 27702 PC To provide unrestricted general operating support to fulfill their mission 250000 Triangle Land Conservancy Inc PO Box 1848 Durham NC 27702 PC To provide unrestricted general operating support to fulfill their mission 105000 UNFOneJax 112 W Adams St 4th Floor Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 5000 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 10000 Virginia Episcopal School 400 VES Rd Lyncburg VA 24503 PC To provide unrestricted general operating support to fulfill their mission 25000 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. 23395542 WJCT Inc 100 Festival Park Ave Jacksonville FL 32202 PC To provide unrestricted general operating support to fulfill their mission 2500 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 25000 26711176 14 2641257 18 233069 18 25386060 28260386 28260386 false false false false false false false false false false Accounting Fees 44925 44925 Office furniture 2019-12-31 20040 13158 MACRS 0000000007.000000000000 EDP equipment 2019-12-31 4252 3010 MACRS 0000000007.000000000000 Leasehold/Tenant Improvements 2023-11-30 19957 15999 MACRS 0000000015.000000000000 266 266 EXPENDITURE RESPONSIBILITY EXPLANATION TO PART VI-B LINE 5a4 STATEMENT PURSUANT TO SECTION 53.4945-c 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. Corporate Bonds 30409174 30473626 Corporate Stocks 65317617 74484309 Leasehold Improvements 19957 16265 3692 3692 Legal Fees 17078 17078 Private Investments 1808297 3559721 3044941 Hedge Funds 13572367 4014225 4849323 Real Estate Investments 4558629 3883697 4895385 Artwork, sculptures, and rugs 103730 82015 82015 Adjustment re difference between fair market value and book value of in-kind grants. 277915 DCA - Project One Health Jax - See Part VIII-A 36405 36405 DCA - Project One Health NC - See Part VIII-A 86338 86338 --Equipment 407 407 --Fees - Payroll 8634 8634 --Fees - Bank Credit Card 71 71 --Fees - Permits and Business Licenses 340 340 --Fees - Website Licenses 138 138 --Insurance - Property, Casualty Umbrella 1306 1306 --Insurance - Directors, Officers Trustees 1561 1561 --Insurance - Workers Compensation 895 895 --Repairs and Maintenance 5461 5461 --Subscriptions - Software 6414 6414 --Subscriptions - Periodicals 2191 2191 --Supplies 1415 1415 --Utilities - Phone, Internet Fax 1980 1980 --Utilities - Cell Phones 1764 1764 Ridgewood Energy T Fund, LLC 790 713 Morgan Creek Partners II, LP 9000 571 Merchants Plaza at Ponte Vedra, LLLP 83736 65588 Third Point 5397 Trumbull Prop. Growth Income Fund 126891 Tiger Global 12652 Other liabilities adjustment for cash payables and credit card balance 27128 25890 PRI - Triangle Land Conservancy Inc 3000000 Consulting Staff Development Admin 7675 7675 Consulting Grant Management 34800 34800 Consulting Administration 44221 44221 Consulting Information Technology 3250 3250 UBS Investment Advisory Fees 7328 7328 UBS ADR and Misc Fees 562 562 Goldman Sachs Advisory Fees 187991 187991 Goldman Sachs ADR and Misc Fees 12 12 Portfolio Expenses from Sch. K-1 39118 Employers Social Security Taxes Payroll 18272 18272 Employers Medicare Taxes Payroll 6648 6648 Employers State Reemployment Taxes Payroll 650 650 Net Investment Income Excise Tax Paid in 2024 350000 Foreign Tax Paid UBS Investments 12948 12948 Foreign Tax Allocated from Sch. K-1 11