Gail Winnock Berkley Testamentary Trust
Gail Winnock Berkley Testamentary Trust is a private foundation, based in Raleigh, NC. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $3.0M in total assets. In 2025, it awarded 7 grants totaling $141K. Net investment income was $196K.
Gail Winnock Berkley Testamentary Trust at a glance
In short: Gail Winnock Berkley Testamentary Trust gave $141K across 7 grants in 2025 (avg $20K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $140,930
- +101.3% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $20,133
- +101.3% vs 2024
- Median grant
- $17,500
- Total assets
- $2,979,779
- +1.8% vs 2024
- Primary geography
- District of Columbia (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Gail Winnock Berkley Testamentary Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Hillel-Found for Jewish Campus Life ($35K). Together the top 7 received $141K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Gail Winnock Berkley Testamentary Trust gives
- In 2025 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $70K (2024) to $141K (2025). In 2025 it made 7 grants totaling $141K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hillel-Found for Jewish Campus Life Washington, DC | General | $35,000 |
| Great Dane Rescue Loomis, CA | General | $17,965 |
| Jewish Family & Children's Services San Francisco, CA | General | $17,965 |
| Polaris Project Washington, DC | General | $17,500 |
| International Rescue Committee New York, NY | General | $17,500 |
| Akashinga Philadelphia, PA | General | $17,500 |
| World Wildlife Washington, DC | General | $17,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,979,779 | $237,955 | $190,200 | $140,930 | 7 | $142,930 | $196,367 | $167,205 |
| 2024 | $2,928,047 | $3,050,946 | $115,683 | $70,000 | 7 | $74,000 | $198,780 | $157,027 |
Under IRS private-foundation payout rules, Gail Winnock Berkley Testamentary Trust reported a distributable amount of $167K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Gail Winnock Berkley Testamentary Trust's only listed officer is First Citizens Bank, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
First Citizens Bank
Trustee
On filings since 2024
1 hr/week
$39K (2024) → $29K (2025)
Data from IRS Form 990 filings, 2024–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $29K, to First Citizens Bank (Trustee).
Frequently asked questions about Gail Winnock Berkley Testamentary Trust
How much does Gail Winnock Berkley Testamentary Trust give each year?
Gail Winnock Berkley Testamentary Trust gave $141K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $70K across 7 grants.
What is Gail Winnock Berkley Testamentary Trust's typical grant size?
Gail Winnock Berkley Testamentary Trust's median grant in 2025 was $17,500, and its average grant was $20,133, across 7 grants on its 2025 IRS Form 990-PF.
Where does Gail Winnock Berkley Testamentary Trust give grants?
Gail Winnock Berkley Testamentary Trust gives mostly in District of Columbia: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (25%) and New York (12%). The most frequent recipient cities were Washington, DC (3 grants).
Does Gail Winnock Berkley Testamentary Trust give general operating support?
Yes: 100% of Gail Winnock Berkley Testamentary Trust's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Gail Winnock Berkley Testamentary Trust's largest grantees?
Gail Winnock Berkley Testamentary Trust's largest 2025 grantees include Hillel-Found for Jewish Campus Life ($35,000), Great Dane Rescue ($17,965) and Jewish Family & Children's Services ($17,965), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Gail Winnock Berkley Testamentary Trust?
Gail Winnock Berkley Testamentary Trust reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $143K in qualifying distributions that year, against a required minimum of $167K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Gail Winnock Berkley Testamentary Trust's EIN?
Gail Winnock Berkley Testamentary Trust's EIN (Employer Identification Number) is 92-6053813. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2024 (received by the IRS November 18, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
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