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

+0.0% YoY

Avg Grant Size

$11K

-0.6% YoY

Under IRS private-foundation payout rules, Tr Uw Harry Winkler Residuary Tr reported a distributable amount of $77K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Uw Harry Winkler Residuary Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $280K (85%)

North Carolina $40K (12%)

Ohio $9K (3%)

Pennsylvania $2K (0%)

States

Illinois North Carolina Ohio Pennsylvania

Cities

AkronChapel HillCharlotteCincinnatiColumbusNorth CantonOxfordPittsburghRosemont

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

30 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Orthopedic Research & Educ Fdn ($54,893), Carolinas Healthcare Foundation ($6,000), Scholarship Comm Unc-chapel Hill ($2,000).

Recipient	Purpose	Amount
MIAMI UNIVERSITY OXFORD, OH	UNRESTRICTED GENERAL	$500
UNIVERSITY OF PITTSBURGH PITTSBURGH, PA	UNRESTRICTED GENERAL	$500
STARKE STATE COLLEGE NORTH CANTON, OH	UNRESTRICTED GENERAL	$1,000
ORTHOPEDIC RESEARCH & EDUC FDN ROSEMONT, IL	UNRESTRICTED GENERAL	$54,893
SCHOLARSHIP COMM UNC-CHAPEL HILL CHAPEL HILL, NC	UNRESTRICTED GENERAL	$2,000
CAROLINAS HEALTHCARE FOUNDATION CHARLOTTE, NC	UNRESTRICTED GENERAL	$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$10,937

Frequently Asked Questions

How large is Tr Uw Harry Winkler Residuary Tr?

As of 2024, Tr Uw Harry Winkler Residuary Tr holds $1.3M in total assets with $57K in annual revenue. It awarded 6 grants totaling $65K in 2024.

Where does Tr Uw Harry Winkler Residuary Tr operate?

Tr Uw Harry Winkler Residuary Tr has awarded grants in Illinois, North Carolina, Ohio, Pennsylvania.

What size grants does Tr Uw Harry Winkler Residuary Tr award?

In 2024, Tr Uw Harry Winkler Residuary Tr awarded 6 grants totaling $65K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Tr Uw Harry Winkler Residuary Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Uw Harry Winkler Residuary Tr reported a distributable amount of $77K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.