Bert F Winston Sr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RICHMOND, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 13 grants totaling $151K. Net investment income was $562K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.6M
+12.7% YoY
Annual Giving
$151K
+142.7% YoY
Grant Count
13
+30.0% YoY
Avg Grant Size
$12K
+86.7% YoY
Under IRS private-foundation payout rules, Bert F Winston Sr Foundation reported a distributable amount of $200K for 2024 — the minimum it must pay out in qualifying distributions.
About Bert F Winston Sr Foundation
Based on IRS filings
Bert F Winston Sr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RICHMOND, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 13 grants totaling $151K. Net investment income was $562K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,648,753 | $3,238,651 | $3,196,835 |
| Revenue | $562,977 | $106,251 | $128,597 |
| Expenses | $152,875 | $64,435 | $108,291 |
| Qualifying Distributions | $151,682 | $63,120 | $100,750 |
| Net Investment Income | $561,784 | $105,119 | $126,828 |
| Distributable Amount | $200,353 | $153,845 | $141,496 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
61 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Tstc Foundation ($35,000), Child Advocates of Fort Bend ($25,000), Fort Bend Seniors Meals on Wheels ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CATHOLIC CHARITIES RICHMOND, TX | GENERAL OPERATING SUPPORT | $10,000 |
| CHILD ADVOCATES OF FORT BEND RICHMOND, TX | GENERAL OPERATING SUPPORT | $25,000 |
| FORT BEND SENIORS MEALS ON WHEELS ROSENBERG, TX | GENERAL OPERATING SUPPORT | $25,000 |
| LAMAR EDUCATIONAL AWARDS FOUNDATION ROSENBERG, TX | GENERAL OPERATING SUPPORT | $10,000 |
| MORTON CEMETERY ASSOCIATION RICHMOND, TX | OPERATING AND MAINTENANCE COSTS | $10,000 |
| NEEDVILLE EDUCATION FOUNDATION NEEDVILLE, TX | GENERAL OPERATING SUPPORT | $10,000 |
| OAK HILL MISSIONARY CHURCH RICHMOND, TX | GENERAL OPERATING SUPPORT | $1,000 |
| TSTC FOUNDATION WACO, TX | STUDENT SCHOLARSHIPS & EXEMPT PURPOSE | $35,000 |
| WIEGHAT FOUNDATION NEEDVILLE, TX | GENERAL OPERATING SUPPORT | $1,000 |
| CAL FARLEYS BOYS RANCH AMARILLO, TX | GENERAL OPERATING SUPPORT | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KAREN CARR | PRESIDENTDIRECTOR | 2 | — |
| F BARRETT DAVIS Jr | TREASURERDIRECTOR | 2 | — |
| CHAILLE HAWKINS | VICE PRESIDENTDIRECTOR | 2 | — |
| PAT MCDONALD | VICE PRESIDENTDIRECTOR | 2 | — |
| DANNY F MAREK | VICE PRESIDENTDIRECTOR | 2 | — |
| ASHLEY SYDOW | SECRETARY | 2 | — |
| JACK H MOORE | DIRECTOR | 2 | — |
| DAVID WINSTON | DIRECTOR | 2 | — |
| ROLAND ADAMSON | DIRECTOR | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bert F Winston Sr Foundation?
Bert F Winston Sr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RICHMOND, TX. It holds $3.6M in total assets as of 2024.
How large is Bert F Winston Sr Foundation?
As of 2024, Bert F Winston Sr Foundation holds $3.6M in total assets with $563K in annual revenue. It awarded 13 grants totaling $151K in 2024.
Where does Bert F Winston Sr Foundation operate?
Bert F Winston Sr Foundation has awarded grants in Texas.
What size grants does Bert F Winston Sr Foundation award?
In 2024, Bert F Winston Sr Foundation awarded 13 grants totaling $151K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Bert F Winston Sr Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bert F Winston Sr Foundation reported a distributable amount of $200K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bert F Winston Sr Foundation's EIN?
Bert F Winston Sr Foundation's EIN (Employer Identification Number) is 76-0662270. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bert F Winston Sr Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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