The Wingate-lindsey Charitable Trust

RICHMOND, TX EIN: 61-6465261

The Wingate-lindsey Charitable Trust 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 $6.2M in total assets. In 2024, it awarded 10 grants totaling $301K. Net investment income was $316K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.2M

-0.2% YoY

Annual Giving

$301K

+9.1% YoY

Grant Count

10

+42.9% YoY

Avg Grant Size

$30K

-23.7% YoY

Under IRS private-foundation payout rules, The Wingate-lindsey Charitable Trust reported a distributable amount of $448K for 2024 — the minimum it must pay out in qualifying distributions.

About The Wingate-lindsey Charitable Trust

Based on IRS filings

The Wingate-lindsey Charitable Trust 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 $6.2M in total assets. In 2024, it awarded 10 grants totaling $301K. Net investment income was $316K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AmarilloHoustonOrchardRichmondRosenbergWacoWallis

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$194K$387K$581K$775K20202021202220232024
Metric202420232022
Total Assets$6,211,410$6,222,263$6,006,357
Revenue$498,930$704,125$659,408
Expenses$558,084$489,870$527,461
Qualifying Distributions$366,762$333,389$381,127
Net Investment Income$315,826$554,644$520,602
Distributable Amount$448,203$379,144$353,233

Giving Over Time

Total grant dollars and number of grants per year

$0$82K$163K$245K$326K5 grants20205 grants20217 grants20227 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

TSTC FOUNDATION$150KMORTON CEMETERY ASSOCIAT…$40KCAL FARLEYS BOYS RANCH$25KFORT BEND HISTORY ASSOCI…$25KLAMAR EDUCATIONAL AWARDS…$15KBRAZOS ISD EDUCATION FOU…$15KCHILD ADVOCATES OF FORT …$15KBOYS GIRLS CLUB OF GREAT…$10KORCHARD CEMETERY ASSOCIA…$5KPAMELA CATHERINE HASS ME…$1K

Grant Size Distribution

34 grants across all recorded years

25<$50K3$50–100K6$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Tstc Foundation ($150,000), Morton Cemetery Association ($40,000), Cal Farleys Boys Ranch ($25,000).

RecipientPurposeAmount
ORCHARD CEMETERY ASSOCIATION INC ORCHARD, TXFOR MAINTENANCE & IMPROVEMENTS TO CEMETERY$5,000
TSTC FOUNDATION WACO, TXFOR STUDENT SCHOLARSHIPS & BUILDING FUND$150,000
LAMAR EDUCATIONAL AWARDS FOUNDATION ROSENBERG, TXFUNDS TO SUPPORT TEACHER GRANTS$15,000
MORTON CEMETERY ASSOCIATION RICHMOND, TXFOR MAINTENANCE & IMPROVEMENTS TO CEMETERY$40,000
CAL FARLEYS BOYS RANCH AMARILLO, TXSCHOLARSHIPS & GENERAL SUPPORT$25,000
PAMELA CATHERINE HASS MERMORIAL ORCHARD, TXSCHOLARSHIPS$1,000
BRAZOS ISD EDUCATION FOUNDATION WALLIS, TXHELP SUPPORT ACADEMIC PROGRAMS FOR THE SCHOOL DIST$15,000
FORT BEND HISTORY ASSOCIATION RICHMOND, TXGENERAL OPERATING SUPPORT$25,000
CHILD ADVOCATES OF FORT BEND RICHMOND, TXGENERAL OPERATING SUPPORT$15,000
BOYS GIRLS CLUB OF GREATER HOUSTO HOUSTON, TXGENERAL OPERATING SUPPORT FOR RICHMOND TX CHAPTER$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

GARY W POCHYLATRUSTEE$90K

From 2024 filing

NameTitleHoursCompensation
GARY W POCHYLATRUSTEE12$90,402
JACK H MOORESUCCESSOR TRUSTEE5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Wingate-lindsey Charitable Trust?

The Wingate-lindsey Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RICHMOND, TX. It holds $6.2M in total assets as of 2024.

How large is The Wingate-lindsey Charitable Trust?

As of 2024, The Wingate-lindsey Charitable Trust holds $6.2M in total assets with $499K in annual revenue. It awarded 10 grants totaling $301K in 2024.

Where does The Wingate-lindsey Charitable Trust operate?

The Wingate-lindsey Charitable Trust has awarded grants in Texas.

What size grants does The Wingate-lindsey Charitable Trust award?

In 2024, The Wingate-lindsey Charitable Trust awarded 10 grants totaling $301K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is The Wingate-lindsey Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Wingate-lindsey Charitable Trust reported a distributable amount of $448K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Wingate-lindsey Charitable Trust's EIN?

The Wingate-lindsey Charitable Trust's EIN (Employer Identification Number) is 61-6465261. IRS Form 990 filing data is available on this page for 2020–2024.

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

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