2024-06-25T06:00:09-07:00 2023-12-31 541974969 Campbell Veltri & Clark PLC 14151 Newbrook Drive Suite 100 Chantilly VA 20151 990PF 2023-01-01 542061877 THE J & M FOUNDATION CO DAVID & DEBORAH WINSTON J&MF 5712631888 PO BOX 2868 MERRIFIELD VA 22116 DAVID A WINSTON President 2024-06-25 true DAVID A WINSTON 999009999 true RYAN W PERRY CPA P01283615 7036314094 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1071542 X X 22609 22609 7126 933446 7126 29735 29735 2495 1247 1248 347 347 6809 3405 3404 9651 4999 4652 33500 33500 43151 4999 38152 -13416 24736 8900 65785 65785 4569 4124 4569 4569 1042 1198 1198 762976 740496 740496 147592 156291 156291 106019 103203 103203 4388 4388 1030653 1071542 1071542 30433 25904 30433 25904 X 993552 993552 6668 52086 1000220 1045638 1030653 1071542 1000220 -13416 58834 1045638 1045638 VARIOUS CHARLES SCHWAB P 2023-01-10 2023-06-30 393083 394868 -1785 -1785 VARIOUS CHARLES SCHWAB P 2020-01-01 2023-12-31 540363 531452 8911 8911 7126 -1785 344 344 344 1542 1542 1198 1198 false false false false false false false false true VA true false false false false true WWW.JMFOUND.ORG DAVID WINSTON 5712631888 PO BOX 2868 MERRIFIELD VA 22116 false false false false false false false false false false false false false false false false false false false false false false DAVID A WINSTON PO BOX 2868 MERRIFIELD VA 22116 Chairman 10.00 0 DAVID A WINSTON PO BOX 2868 MERRIFIELD VA 22116 President 0.00 0 DAVID A WINSTON PO BOX 2868 MERRIFIELD VA 22116 Treasurer 0.00 0 DEBORAH F WINSTON PO BOX 2868 MERRIFIELD VA 22116 Vice President 10.00 0 DEBORAH F WINSTON PO BOX 2868 MERRIFIELD VA 22116 Director 0.00 0 DEBORAH F WINSTON PO BOX 2868 MERRIFIELD VA 22116 Secretary 0.00 0 NONE NONE 975456 62249 0 1037705 0 1037705 15566 1022139 51107 51107 344 344 50763 50763 50763 38152 38152 50763 15515 13111 28626 38152 0 38152 12611 12611 16015 0 16015 2904 13111 X WOLFTRAP FOUNDATION FOR PERFORMING ARTS 1635 TRAP ROAD VIENNA VA 22182 FUNDING TO SUPPORT CLASSICAL MUSIC PROGRAMMING 25000 WASHINGTON UNIVERSITY SCHOOL OF MEDICINE ONE BROOKINGS DRIVE ST LOUIS MO 63130 $5,000 TO SCHOOL OF MEDICINE FOR THE WINSTON FELLOWSHIP IN ENDOCRINOLOGY IN THE DEPARTMENT OF ENDOCRINOLOGY.$2,500 TO SCHOOL OF MEDICINE FOR THE WINSTON FELLOW AWARD IN THE DEPARTMENT OF OPHTHALMOLOGY AND VISUAL SCIENCES. 7500 AMERICANS FOR BEN-GURION UNIVERSITY 1001 AVE OF THE AMERICAS 19TH FL NEW YORK NY 10018 FUNDING TO SUPPORT RECOVERY OF UNIVERSITY 500 FAIRFAX SYMPHONY 2667 PROSPERITY AVENUE FAIRFAX VA 22031 FUNDING TO SUPPORT CLASSICAL MUSIC PROGRAMMING 500 33500 14 22609 14 7126 29735 29735 4 THE INTEREST AND DIVIDEND EARNED ON THESE INVESTMENTS IS AN ADDITIONAL SOURCE OF FUNDING FOR THE FOUNDATION. 8 REALIZED GAIN/LOSS ON THESE INVESTMENTS IS AN ADDITIONAL/DEDUCTIBLE SOURCE OF FUNDING FOR THE FOUNDATION. false false false false false false false false false false ACCOUNTING FEES 2495 1247 0 1248 AMAZON COM INC 7597 7597 APPLE INC 78360 78360 AEGON N.V. 415 415 HCA HEALTHCARE INC 1136 1136 MICROSOFT CORPORATE 47381 47381 EXXON MOBIL CORP 5000 5000 HALLIBURTON CO HLDG 3738 3738 QUALCOMM INC SCHLUMBERGER LTD 4131 4131 WALMART INC 824 824 CHEVRON CORP 3729 3729 CONOCOPHILLIPS 2902 2902 DEVON ENERGY CORP NORTHROP GRUMMAN CORP LILLY ELI & CO 583 583 NVIDIA CORP 495 495 740496 740496 ISHARES US AEROSPACE FMV 9495 9495 VANGUARD S&P 500 FMV 41496 41496 GLOBAL X US PREFERRED FMV 11640 11640 VANGUARD LONG TERM FMV 3692 3692 ENERGY SELECT SECTOR FMV 25152 25152 VANGUARD ENERGY ETF FMV 11728 11728 Machinery and Equipment 4388 4388 DUES AND SUBSCRIPTIONS 2967 1483 1484 MEALS 547 274 273 OFFICE EXPENSE 52 26 26 POST OFFICE RENTAL 226 113 113 REGISTRATION 25 13 12 TELEPHONE 2992 1496 1496 INCREASE IN FMV OF SECURITIES 58834 FOREIGN TAX PAID 3 3 TAXES 344 344