The Rita and Henry Winkler Trust

GIG HARBOR, WA EIN: 11-6443617

Financial Overview

From 2023 IRS Form 990-PF

Total Assets

-100.0% YoY

Annual Giving

$76K

+1607.9% YoY

Grant Count

9

+12.5% YoY

Avg Grant Size

$8K

+1418.1% YoY

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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

No grants recorded for .

Who else does The Rita and Henry Winkler Trust fund?

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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

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

5states

Cities

BostonMilburnMt ProspectNew YorkNorthbrookPrincetonSkokieTh StWashington

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

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