The Rita and Henry Winkler Trust

GIG HARBOR, WA EIN: 11-6443617

The Rita and Henry Winkler Trust is a private foundation, based in GIG HARBOR, WA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 9 grants totaling $76K. Net investment income was $3K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$76K

+1607.9% YoY

Grant Count

9

+12.5% YoY

Avg Grant Size

$8K

+1418.1% YoY

About The Rita and Henry Winkler Trust

Based on IRS filings

The Rita and Henry Winkler Trust is a private foundation, based in GIG HARBOR, WA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 9 grants totaling $76K. Net investment income was $3K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

BostonMilburnMt ProspectNew YorkNorthbrookPrincetonSkokieTh StWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$21K$42K$64K$85K2020202120222023
Metric202320222021
Total Assets$73,823$76,758
Revenue$3,247$2,578$2,088
Expenses$77,070$5,513$5,358
Qualifying Distributions$76,001$4,450$4,450
Net Investment Income$2,734$2,065$1,643
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$19K$38K$57K$76K8 grants20208 grants20218 grants20229 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2023

FIDELITY CHARITABLE GIVI…$72KGOOD PEOPLE FUND$1KADOPT A PET$500ATZUM$500BEIT ISSIE SHAPIRO$500MAZON$500NEADS$500THE ARK$500HONEST REPORTING$50

Grant Size Distribution

33 grants across all recorded years

32<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Fidelity Charitable Giving Fund ($71,551), Good People Fund ($1,400), Adopt a Pet ($500).

RecipientPurposeAmount
ADOPT A PET MT PROSPECT, ILCHARITABLE GIVING$500
ATZUM SKOKIE, ILCHARITABLE GIVING$500
BEIT ISSIE SHAPIRO TH ST, NYCHARITABLE GIVING$500
GOOD PEOPLE FUND MILBURN, NJCHARITABLE GIVING$1,400
HONEST REPORTING NEW YORK, NYCHARITABLE GIVING$50
MAZON WASHINGTON, DCCHARITABLE GIVING$500
NEADS PRINCETON, MACHARITABLE GIVING$500
THE ARK NORTHBROOK, ILCHARITABLE GIVING$500
FIDELITY CHARITABLE GIVING FUND BOSTON, MACHARITABLE GIVING$71,551

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
C SUE WINKLERTRUSTEE
AARON WINKLERTRUSTEE
JOHN WINKLERTRUSTEE

Frequently Asked Questions

Where does The Rita and Henry Winkler Trust operate?

The Rita and Henry Winkler Trust has awarded grants in District of Columbia, Illinois, Massachusetts, New Jersey, New York.

What size grants does The Rita and Henry Winkler Trust award?

In 2023, The Rita and Henry Winkler Trust awarded 9 grants totaling $76K — an average of about $8K per grant, based on its IRS Form 990 filings.

What is The Rita and Henry Winkler Trust's EIN?

The Rita and Henry Winkler Trust's EIN (Employer Identification Number) is 11-6443617. IRS Form 990 filing data is available on this page for 2020–2023.

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

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