Robert & Tracy Winston Foundation

Foundation · Grantmaker Raleigh, NC EIN: 26-0341648

Robert & Tracy Winston Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Raleigh, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $630K in total assets. In 2024, it awarded 5 grants totaling $237K. Net investment income was $30K.

Key facts about Robert & Tracy Winston Foundation

In short: Robert & Tracy Winston Foundation gave $237K across 5 grants in 2024 (avg $47K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.

EIN
26-0341648
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$236,750
Grants made (2024)
5
Average grant
$47,350
Median grant
$10,250
Total assets
$629,763
Primary geography
North Carolina (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$630K

-24.7% YoY

Annual Giving

$237K

+324.7% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$47K

+324.7% YoY

Under IRS private-foundation payout rules, Robert & Tracy Winston Foundation reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.

How Robert & Tracy Winston Foundation gives

  • Giving grew 369% from 2021 to 2024. Method
  • In 2024 it paid out 660% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 5 itemized 2024 grant dollars.

Cities

RaleighChapel HillCaryJacksonBeverly Hills

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K4 grants20202 grants20213 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

UNC Rams Club: $125KUNC Rams Club$125KThe UNC Health Foundation Inc: $100KThe UNC Health Foundation Inc$100KFoundation of Hope: $10KFoundation of Hope$10KNorthampton County Sheriff's Office: $1KNorthampton County Sheriff'sOffice$1KChrist Epsicopal Church: $500Christ Epsicopal Church$500

Grant Size Distribution

19 grants across all recorded years

14<$50K3$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
UNC RAMS CLUB Chapel Hill, NCFOR EDUCATIONAL PURPOSES$125,000
THE UNC HEALTH FOUNDATION INC Chapel Hill, NCFOR EDUCATIONAL PURPOSES$100,000
FOUNDATION OF HOPE Raleigh, NCFOR RESEARCH AND TREATMENT OF MENTAL ILLNESS$10,250
NORTHAMPTON COUNTY SHERIFF'S OFFICE Jackson, NCGENERAL SUPPORT$1,000
CHRIST EPSICOPAL CHURCH Raleigh, NCFOR RELIGIOUS PURPOSES$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K20202021202220232024
Metric202420232022
Total Assets$629,763$836,410$756,274
Revenue$30,144$137,935$3,780
Expenses$236,791$57,799$5,800
Qualifying Distributions$236,750$56,475$4,400
Net Investment Income$30,144$11,121$2,380
Distributable Amount$35,856$36,137$37,216

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Robert & Tracy Winston Foundation is led by Robert W. Winston III, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Robert W. Winston III

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Charles M. Winston

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Tracy Simms Winston

    Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Robert & Tracy Winston Foundation

How much does Robert & Tracy Winston Foundation give each year?

Robert & Tracy Winston Foundation gave $237K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $56K across 5 grants.

What is Robert & Tracy Winston Foundation's typical grant size?

Robert & Tracy Winston Foundation's median grant in 2024 was $10,250, and its average grant was $47,350, across 5 grants on its 2024 IRS Form 990-PF.

Where does Robert & Tracy Winston Foundation give grants?

Robert & Tracy Winston Foundation gives mostly in North Carolina: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Chapel Hill, NC (2 grants) and Raleigh, NC (2 grants).

Does Robert & Tracy Winston Foundation give general operating support?

Yes: 20% of Robert & Tracy Winston Foundation's 2024 grants with a stated purpose (1 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Robert & Tracy Winston Foundation's largest grantees?

Robert & Tracy Winston Foundation's largest 2024 grantees include UNC Rams Club ($125,000), The UNC Health Foundation Inc ($100,000) and Foundation of Hope ($10,250), according to its 2024 IRS Form 990-PF. Together they received 99% of its itemized 2024 grant dollars.

How large is Robert & Tracy Winston Foundation?

Robert & Tracy Winston Foundation reported $630K in total assets on its 2024 IRS Form 990-PF. It paid out $237K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets).

What is Robert & Tracy Winston Foundation?

Robert & Tracy Winston Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Raleigh, NC. It holds $630K in total assets as of 2024.

What is Robert & Tracy Winston Foundation's EIN?

Robert & Tracy Winston Foundation's EIN (Employer Identification Number) is 26-0341648. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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