2026-07-15T07:14:21-07:00 2025-12-31 541974969 Campbell Veltri & Clark PLC 14155 Newbrook Drive Suite 115 Chantilly VA 20151 990PF 2025-01-01 542061877 THE J & M FOUNDATION CO DAVID & DEBORAH WINSTON J&MF 5712631888 PO BOX 2868 MERRIFIELD VA 22116 DAVID A WINSTON President 2026-07-15 true RYAN W PERRY CPA P01283615 7036314094 2025 2025-03-06 01:10:19Z X 1079796 X X 43093 43093 17607 1169630 17607 60700 60700 2495 1248 1247 786 786 6731 3366 3365 10012 5400 4612 45200 45200 55212 5400 49812 5488 55300 343668 396417 396417 1052 6204 1052 1052 835 166 166 518366 110824 110824 116899 118979 118979 3000 3000 99917 449358 449358 4388 4388 1085889 1079796 1079796 25595 25426 25595 25426 X 993552 993552 66742 60818 1060294 1054370 1085889 1079796 1060294 5488 1065782 11412 1054370 VARIOUS CHARLES SCHWAB P 2025-01-15 2025-06-15 27041 28502 -1461 -1461 VARIOUS CHARLES SCHWAB P 2020-01-15 2025-12-15 1142589 1123521 19068 19068 17607 -1461 769 769 769 935 935 166 166 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 750986 314438 0 1065424 0 1065424 15981 1049443 52472 52472 769 769 51703 51703 51703 49812 49812 51703 13111 13111 49812 0 49812 1891 1891 11220 0 11220 X WOLFTRAP FOUNDATION FOR PERFORMING ARTS 1635 TRAP ROAD VIENNA VA 22182 POF FUNDING $2,000 FOR SPONSORSHIP OF BARNS 300TH ANNIVERSARY;FUNDING $25,000 TO SUPPORT CLASSICAL MUSIC PROGRAMMING 27000 WASHINGTON PERFORMING ARTS 1400 K ST NW 500 WASHINGTON DC 20005 POF FUNDING TO SUPPORT CLASSICAL MUSIC PROGRAMMING 1000 WASHINGTON UNIVERSITY SCHOOL OF MEDICINE 1 BROOKINGS DRIVE ST LOUIS MO 63130 POF $7,500 TO SCHOOL OF MEDICINE FOR THE WINSTON FELLOWSHIP IN THE DEPARTMENT OF OPHTHALMOLOGY AND VISUAL SCIENCES.$7,500 TO SCHOOL OF MEDICINE FOR THE WINSTON FELLOWSHIP IN THE DEPARTMENT OF ENDOCRINOLOGY. 15000 FAIRFAX SYMPHONY PO BOX 2019 MERRIFIELD VA 22116 POF FUNDING TO SUPPORT CLASSICAL MUSIC PROGRAMMING 1000 THE PHILIPS COLLECTION 1600 21ST ST NW WASHINGTON DC 20009 POF FUNDING TO SUPPORT CLASSICAL MUSIC. 1200 45200 14 43093 14 17607 60700 60700 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 1248 0 1247 T. ROWE PRICE ULTRA SHOR 3000 3000 AMAZON COM INC 8079 8079 APPLE INC 31264 31264 AEGON N.V. 555 555 HCA HEALTHCARE INC MICROSOFT CORPORATE 73027 73027 EXXON MOBIL CORP HALLIBURTON CO HLDG SCHLUMBERGER LTD WALMART INC 1746 1746 CONOCOPHILLIPS ELBIT SYSTEMS LTD 578 578 NVIDIA CORP 3730 3730 110824 110824 ISHARES US AEROSPACE FMV 11808 11808 VANGUARD S&P 500 FMV 58323 58323 ENERGY SELECT SECTOR FMV VANGUARD ENERGY ETF FMV 6296 6296 GLOBAL X US PREFERRED FMV 142959 142959 ISHARES FUTURE AI FMV 964 964 ISHARES IBOXX INVT GRADE FMV 13774 13774 ISHARES MSCI SWITZERLAND FMV 1499 1499 ISHARES PREFERRED INCOME FMV 145667 145667 ISHARES 7-10 YEAR TRSURY FMV 9616 9616 SCHWAB HIGH YIELD BOND FMV 36327 36327 STATE STRET ENRGY SLECT FMV 13413 13413 VANGUARD RUSSELL 1000 FMV 1545 1545 VANGUARD TOTAL FMV 7167 7167 Machinery and Equipment 4388 4388 DECREASE IN FMV OF SECURITIES 11412 BANK CHARGES 99 50 49 DUES AND SUBSCRIPTIONS 1140 570 570 LICENSES & FEES 383 192 191 MEALS 432 216 216 OFFICE EXPENSE 1531 765 766 POSTAGE 244 122 122 TELEPHONE 2902 1451 1451 FOREIGN TAX PAID 17 17 TAXES 769 769