Tr Uw a B Winkler-winkler Fello

DALLAS, TX EIN: 56-6345271

Tr Uw a B Winkler-winkler Fello is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $996K in total assets. In 2025, it awarded 1 grants totaling $55K. Net investment income was $87K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$996K

+3.4% YoY

Annual Giving

$55K

+27.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$55K

+27.8% YoY

Under IRS private-foundation payout rules, Tr Uw a B Winkler-winkler Fello reported a distributable amount of $57K for 2025 — the minimum it must pay out in qualifying distributions.

About Tr Uw a B Winkler-winkler Fello

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $257K (100%)

States

North Carolina

Cities

Charlotte

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$996,168	$962,969	$971,336
Revenue	$92,883	$35,298	$-22,743
Expenses	$62,673	$49,342	$66,137
Qualifying Distributions	$56,997	$44,878	$56,621
Net Investment Income	$86,739	$27,943	$15,733
Distributable Amount	$57,326	$52,163	$50,112

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Atrium Health Foundation ($54,775).

Recipient	Purpose	Amount
ATRIUM HEALTH FOUNDATION CHARLOTTE, NC	UNRESTRICTED GENERAL	$54,775

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$4,755

Frequently Asked Questions

How large is Tr Uw a B Winkler-winkler Fello?

As of 2025, Tr Uw a B Winkler-winkler Fello holds $996K in total assets with $93K in annual revenue. It awarded 1 grants totaling $55K in 2025.

Where does Tr Uw a B Winkler-winkler Fello operate?

Tr Uw a B Winkler-winkler Fello has awarded grants in North Carolina.

What size grants does Tr Uw a B Winkler-winkler Fello award?

In 2025, Tr Uw a B Winkler-winkler Fello awarded 1 grants totaling $55K — an average of about $55K per grant, based on its IRS Form 990 filings.

How much is Tr Uw a B Winkler-winkler Fello required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Tr Uw a B Winkler-winkler Fello reported a distributable amount of $57K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2025.