Tr Uw Harry Winkler Residuary Tr

DALLAS, TX EIN: 56-6072979

Tr Uw Harry Winkler Residuary Tr is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 6 grants totaling $65K. Net investment income was $45K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

+4.2% YoY

Annual Giving

$65K

-0.6% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$11K

-0.6% YoY

About Tr Uw Harry Winkler Residuary Tr

Based on IRS filings

Tr Uw Harry Winkler Residuary Tr is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 6 grants totaling $65K. Net investment income was $45K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AkronChapel HillCharlotteCincinnatiColumbusNorth CantonOxfordPittsburghRosemont

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$66K$132K$197K$263K20202021202220232024
Metric202420232022
Total Assets$1,335,693$1,282,051$1,327,447
Revenue$56,520$-7,920$239,169
Expenses$78,451$82,781$91,816
Qualifying Distributions$69,608$69,544$81,285
Net Investment Income$44,599$22,841$228,966
Distributable Amount$77,345$69,181$70,002

Giving Over Time

Total grant dollars and number of grants per year

$0$19K$38K$57K$77K6 grants20206 grants20216 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

ORTHOPEDIC RESEARCH & ED…$55KCAROLINAS HEALTHCARE FOU…$6KSCHOLARSHIP COMM UNC-CHA…$2KSTARKE STATE COLLEGE$1KMIAMI UNIVERSITY$500UNIVERSITY OF PITTSBURGH$500

Grant Size Distribution

30 grants across all recorded years

25<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$11K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$10,937

Related Funders

Similar funders by location and focus area

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

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