Tr Uw a B Winkler-Winkler Fello
Tr Uw a B Winkler-Winkler Fello is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.1M in total assets. In 2026, it awarded 1 grant totaling $51K. Net investment income was $153K.
Tr Uw a B Winkler-Winkler Fello at a glance
In short: Tr Uw a B Winkler-Winkler Fello gave $51K across 1 grant in 2026 (avg $51K), mostly in North Carolina. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $50,734
- -7.4% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $50,734
- -7.4% vs 2025
- Median grant
- $50,734
- Total assets
- $1,123,302
- +12.8% vs 2025
- Primary geography
- North Carolina (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Tr Uw a B Winkler-Winkler Fello funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Atrium Health Foundation ($51K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Tr Uw a B Winkler-Winkler Fello gives
- Giving held roughly steady from 2023 to 2026 (−7%). Method
- In 2026 it paid out 87% 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 2020 to 2026, annual grant giving ranged from $42K (2021) to $63K (2022). In 2026 it made 1 grant totaling $51K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Atrium Health Foundation Charlotte, NC | Unrestricted General | $50,734 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,123,302 | $158,412 | $60,431 | $50,734 | 1 | $53,087 | $152,657 | $60,933 |
| 2025 | $996,168 | $92,883 | $62,673 | $54,775 | 1 | $56,997 | $86,739 | $57,326 |
| 2024 | $962,969 | $35,298 | $49,342 | $42,868 | 1 | $44,878 | $27,943 | $52,163 |
| 2023 | $971,336 | $-22,743 | $66,137 | $54,665 | 1 | $56,621 | $15,733 | $50,112 |
| 2022 | $1,058,638 | $211,282 | $71,181 | $62,652 | 1 | $64,901 | $205,060 | $58,003 |
| 2021 | $1,016,407 | $67,908 | $48,577 | $41,567 | 1 | — | $63,629 | $52,253 |
| 2020 | $886,001 | $72,821 | $50,617 | $44,924 | 1 | — | $71,546 | $47,911 |
Under IRS private-foundation payout rules, Tr Uw a B Winkler-Winkler Fello reported a distributable amount of $61K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Uw a B Winkler-Winkler Fello's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$5K (2022) → $5K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $5K, to Bank of America (Trustee).
Frequently asked questions about Tr Uw a B Winkler-Winkler Fello
How much does Tr Uw a B Winkler-Winkler Fello give each year?
Tr Uw a B Winkler-Winkler Fello gave $51K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $55K across 1 grant.
How large is Tr Uw a B Winkler-Winkler Fello?
Tr Uw a B Winkler-Winkler Fello reported $1.1M in total assets on its 2026 IRS Form 990-PF. It paid out $53K in qualifying distributions that year, against a required minimum of $61K (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.
Where does Tr Uw a B Winkler-Winkler Fello operate?
Tr Uw a B Winkler-Winkler Fello has awarded grants in North Carolina.
What is Tr Uw a B Winkler-Winkler Fello's EIN?
Tr Uw a B Winkler-Winkler Fello's EIN (Employer Identification Number) is 56-6345271. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 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 2026 (received by the IRS July 29, 2026)
- IRS filings on file for fiscal years 2020–2025
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