Joseph And May Winston Foundation in Scottsdale, Arizona (AZ)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Arizona
| Joseph And May Winston Foundation | |
| Employer Identification Number (EIN) | 061148600 |
| Name of Organization | Joseph And May Winston Foundation |
| In Care of Name | Allan Winston |
| Address | PO BOX 27036, Scottsdale, AZ 85255-0133 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 04/1986 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,711,764 |
| Amount of Income | $980,360 |
| Form 990 Revenue Amount | $71,826 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $77,306 | $77,306 | $347 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $57,329 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $19,977 | |||
| Total expenses and disbursements | $123,321 | $29,596 | $0 | $87,821 |
| Compensation of officers, directors, trustees, etc. | $24,000 | |||
| Total operating and administrative expenses | $63,521 | $29,596 | $28,021 | |
| Contributions, gifts, grants paid | $59,800 | |||
| Excess of revenue over expenses and disbursements | $-46,015 | |||
| Net investment income | $47,710 | |||
| Adjusted net income | $347 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,751,986 | $1,751,986 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,058,894 | |
| Investments-corporate bonds | $596,094 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $96,998 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,751,986 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $19,977 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $954 |
| Total credits and payments | $1,257 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,257 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $303 |
| Amount to be credited to 2013 estimated tax | $303 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,744,483 |
| Net value of noncharitable-use assets | $1,718,320 |
| Minimum investment return | $85,916 |
| Distributable Amount (for 2012) | |
| Distributable amount | $84,962 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $84,962 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $82,741 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Arizona | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | John K And Aline L Goodman Foundation | 4950 N Calle Colmado, Tucson, AZ 85718-5904 | AZ | 1997-09 | $104,118 |
| 2 | John P Bell Family Foundation | 4630 N Paseo Aquimuri, Tucson, AZ 85750-1612 | AZ | 2004-09 | $42,835 |
| 3 | John W Madden And Barbara Joann Darrall Foundation, Madden John W | 4830 N Hidden Valley Rd, Tucson, AZ 85750-9777 | AZ | 2002-10 | $3,000 |
| 4 | John Wesley Powell Memorial Museum Historical And Archaeological Soci | PO BOX 547, Page, AZ 86040-0547 | AZ | 1976-03 | $210,130 |
| 5 | Johnson Family Foundation Inc | 5230 E Shea Blvd Ste 200, Scottsdale, AZ 85254-5750 | AZ | 2005-12 | $693,192 |
| 6 | Johnson Historical Museum Of The Southwest | 12630 N 103rd Ave Ste 214, Sun City, AZ 85351-3467 | AZ | 1978-08 | $608,068 |
| 7 | Johnson Lapidary Club | 19803 N Rh Johnson Blvd, Sun City West, AZ 85375 | AZ | 1983-03 | $0 |
| 8 | Johnson Ranch Community Association Inc | 8360 E Via De Ventura L 100, Scottsdale, AZ 85258-3172 | AZ | 2008-01 | $6,470,435 |
| 9 | Joint Employment Committee | 1818 E Southern Ave Ste 20b, Mesa, AZ 85204-5257 | AZ | 1972-02 | $78,071 |
| 10 | Joseph And Mary Cacioppo Foundation | 4769 E Camp Lowell Dr, Tucson, AZ 85712-1256 | AZ | 1984-03 | $1 |
| 11 | Joseph And May Winston Foundation | PO BOX 27036, Scottsdale, AZ 85255-0133 | AZ | 1986-04 | $980,360 |
| 12 | Joseph City Irrigation Company | PO BOX 298, Joseph City, AZ 86032-0298 | AZ | 1951-10 | $82,664 |
| 13 | Joshua House Inc | 4849 E 12th St, Tucson, AZ 85711-3603 | AZ | 2002-08 | $80,572 |
| 14 | Joshua Tree Feeding Program Inc | 530 E Mcdowell Rd 107-247, Phoenix, AZ 85004-1549 | AZ | 2014-02 | $52,997 |
| 15 | Journey Companions Ministries | PO BOX 13943, Tucson, AZ 85732-3943 | AZ | 1994-08 | $46,660 |
| 16 | Joy Christian School | 21000 N 75th Ave, Glendale, AZ 85308-9622 | AZ | 2008-05 | $5,681,366 |
| 17 | Joy Company | 21000 N 75th Ave, Glendale, AZ 85308-9622 | AZ | 1994-10 | $101,916 |
| 18 | Legacy Foundation For Christ | 21000 N 75th Ave, Glendale, AZ 85308-9622 | AZ | 1992-06 | $492,525 |
| 19 | Joy Leadership Center | 21000 N 75th Ave, Glendale, AZ 85308-9622 | AZ | 1999-05 | $3,000 |
| 20 | Jrh Well Account | PO BOX 319, Sahuarita, AZ 85629-0319 | AZ | 2005-11 | $4,020 |
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