Tr Uw Harry Winkler Residuary Tr
Tr Uw Harry Winkler Residuary Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 7 grants totaling $73K. Net investment income was $142K.
Tr Uw Harry Winkler Residuary Tr at a glance
In short: Tr Uw Harry Winkler Residuary Tr gave $73K across 7 grants in 2025 (avg $10K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $72,630
- +11.9% vs 2024
- Grants made (2025)
- 7
- +16.7% vs 2024
- Average grant
- $10,376
- -4.1% vs 2024
- Median grant
- $500
- Total assets
- $1,402,712
- +5.0% vs 2024
- Primary geography
- Illinois (86% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Tr Uw Harry Winkler Residuary Tr funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Orthopedic Research & Educational Fdn ($63K). Together the top 7 received $73K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 26 grants of 31 (84%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Tr Uw Harry Winkler Residuary Tr gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 96% 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 2025, annual grant giving ranged from $60K (2020) to $77K (2022). In 2025 it made 7 grants totaling $73K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Orthopedic Research & Educational Fdn Rosemont, IL | Unrestricted General | $62,630 |
| Atrium Health Foundation Charlotte, NC | Unrestricted General | $6,000 |
| Scholarship Comm UNC-Chapel Hill Chapel Hill, NC | Educational Scholarships | $2,000 |
| University of Pittsburgh Pittsburgh, PA | Unrestricted General | $500 |
| Miami University Oxford, OH | Unrestricted General | $500 |
| Stark State College North Canton, OH | Unrestricted General | $500 |
| Michigan State University East Lansing, MI | Unrestricted General | $500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,402,712 | $152,866 | $88,205 | $72,630 | 7 | $77,642 | $141,892 | $80,640 |
| 2024 | $1,335,693 | $56,520 | $78,451 | $64,893 | 6 | $69,608 | $44,599 | $77,345 |
| 2023 | $1,282,051 | $-7,920 | $82,781 | $65,256 | 6 | $69,544 | $22,841 | $69,181 |
| 2022 | $1,327,447 | $239,169 | $91,816 | $76,539 | 6 | $81,285 | $228,966 | $70,002 |
| 2021 | $1,433,693 | $105,638 | $78,265 | $62,912 | 6 | — | $96,690 | $81,834 |
| 2020 | $1,224,519 | $105,412 | $71,991 | $60,377 | 6 | — | $101,710 | $67,259 |
Under IRS private-foundation payout rules, Tr Uw Harry Winkler Residuary Tr reported a distributable amount of $81K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Uw Harry Winkler Residuary Tr's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$10K (2022) → $12K (2025)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $12K, to Bank of America (Trustee).
Frequently asked questions about Tr Uw Harry Winkler Residuary Tr
How much does Tr Uw Harry Winkler Residuary Tr give each year?
Tr Uw Harry Winkler Residuary Tr gave $73K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $65K across 6 grants.
What is Tr Uw Harry Winkler Residuary Tr's typical grant size?
Tr Uw Harry Winkler Residuary Tr's median grant in 2025 was $500, and its average grant was $10,376, across 7 grants on its 2025 IRS Form 990-PF.
Where does Tr Uw Harry Winkler Residuary Tr give grants?
Tr Uw Harry Winkler Residuary Tr gives mostly in Illinois: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was North Carolina (11%).
Does Tr Uw Harry Winkler Residuary Tr give general operating support?
Yes: 86% of Tr Uw Harry Winkler Residuary Tr's 2025 grants with a stated purpose (6 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Tr Uw Harry Winkler Residuary Tr's largest grantees?
Tr Uw Harry Winkler Residuary Tr's largest 2025 grantees include Orthopedic Research & Educational Fdn ($62,630), Atrium Health Foundation ($6,000) and Scholarship Comm UNC-Chapel Hill ($2,000), according to its 2025 IRS Form 990-PF. Together they received 97% of its itemized 2025 grant dollars.
How large is Tr Uw Harry Winkler Residuary Tr?
Tr Uw Harry Winkler Residuary Tr reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $78K in qualifying distributions that year, against a required minimum of $81K (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.
What is Tr Uw Harry Winkler Residuary Tr's EIN?
Tr Uw Harry Winkler Residuary Tr's EIN (Employer Identification Number) is 56-6072979. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- IRS filings on file for fiscal years 2020–2025
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