Winn Foundation Trust 4019863075

Waldo, FL
Tax-exempt since July 1967
EIN: 59-6194105

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$144k (2024)

Expenses

$235k (2024)

Total Assets

$1.13M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$144,400

Expenses

$235,202

Net Income

-$90,802

Net Assets

$1,134,538

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	0.1%
Interest Revenue	$503	0.3%
Dividends	$137,154	95.0%
Sales of Assets	-$6,893
Other Income	$13,536	9.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$226,329	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,134,538
Total Liabilities	$0
Net Assets	$1,134,538

Compensation

Key Employees and Officers	Compensation	Other
John Winn (Trustee)	$0	$0
Mary Lou Winn (Trustee)	$0	$0
Merrill Lynch Inc (Trustee)	$0	$0

990-PF

Filed on March 2, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$162,530

Expenses

$224,674

Net Income

-$62,144

Net Assets

$1,225,340

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$145,729	89.7%
Sales of Assets	$15,281	9.4%
Other Income	$1,520	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,674	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,225,340
Total Liabilities	$0
Net Assets	$1,225,340

Compensation

Key Employees and Officers	Compensation	Other
John Winn (Trustee)	$0	$0
Mary Lou Winn (Trustee)	$0	$0
Merrill Lynch Inc (Trustee)	$0	$0

990-PF

Filed on March 4, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$149,351

Expenses

$246,434

Net Income

-$97,083

Net Assets

$1,289,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$149,355	> 100%
Sales of Assets	-$4
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,425	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,289,004
Total Liabilities	$0
Net Assets	$1,289,004

Compensation

Key Employees and Officers	Compensation	Other
John Winn (Trustee)	$0	$0
Mary Lou Winn (Trustee)	$0	$0
Merrill Lynch Inc (Trustee)	$0	$0

990-PF

Filed on March 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$183,675

Expenses

$213,397

Net Income

-$29,722

Net Assets

$1,388,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$182,848	99.5%
Sales of Assets	$827	0.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,525	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,388,937
Total Liabilities	$0
Net Assets	$1,388,937

Compensation

Key Employees and Officers	Compensation	Other
John Winn (Trustee)	$0	$0
Mary Lou Winn (Trustee)	$0	$0
Merrill Lynch Inc (Trustee)	$0	$0

990-PF

Filed on March 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$204,693

Expenses

$211,302

Net Income

-$6,609

Net Assets

$1,418,658

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$177,997	87.0%
Sales of Assets	$26,696	13.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,750	95.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,418,659
Total Liabilities	$1
Net Assets	$1,418,658

Compensation

Key Employees and Officers	Compensation	Other
John Winn (Trustee)	$0	$0
Mary Lou Winn (Trustee)	$0	$0
Merrill Lynch Inc (Trustee)	$0	$0

990-PF

Filed on March 31, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$195,760

Expenses

$196,553

Net Income

-$793

Net Assets

$1,424,771

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$173,711	88.7%
Sales of Assets	$22,048	11.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,425	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,424,771
Total Liabilities	$0
Net Assets	$1,424,771

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Revenue

$100,528

Expenses

$174,369

Net Income

-$73,841

Net Assets

$409,508

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,443	99.9%
Sales of Assets	$13	0.0%
Other Income	$71	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,200	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$409,508
Total Liabilities	$0
Net Assets	$409,508

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$94,213

Expenses

$152,313

Net Income

-$58,100

Net Assets

$483,414

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,148	99.9%
Sales of Assets	$0
Other Income	$65	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$483,414
Total Liabilities	$0
Net Assets	$483,414

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$86,614

Expenses

$38,046

Net Income

$48,568

Net Assets

$541,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,556	99.9%
Sales of Assets	$0
Other Income	$58	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$125	0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$541,573
Total Liabilities	$0
Net Assets	$541,573

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$86,717

Expenses

$132,469

Net Income

-$45,752

Net Assets

$493,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,149	97.0%
Sales of Assets	$1,921	2.2%
Other Income	$663	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,975	98.1%
Compensation of Officers*	$125	0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$493,004
Total Liabilities	$0
Net Assets	$493,004

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$107,697

Expenses

$105,440

Net Income

$2,257

Net Assets

$538,754

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	27.9%
Interest Revenue	$0
Dividends	$76,258	70.8%
Sales of Assets	$14	0.0%
Other Income	$1,424	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,500	97.2%
Compensation of Officers*	$125	0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$538,754
Total Liabilities	$0
Net Assets	$538,754

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated August 21, 2025

Winn Foundation Trust 4019863075

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $144k (2024)

Expenses $235k (2024)

Total Assets $1.13M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$144k (2024)

Expenses

$235k (2024)

Total Assets

$1.13M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001