Bert F Winston Sr Foundation

RICHMOND, TX EIN: 76-0662270

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$3.6M

+12.7% YoY

Annual Giving

$151K

+142.7% YoY

Grant Count

13

+30.0% YoY

Avg Grant Size

$12K

+86.7% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$479K$957K$1M$2M20202021202220232024
Metric202420232022
Total Assets$3,648,753$3,238,651$3,196,835
Revenue$562,977$106,251$128,597
Expenses$152,875$64,435$108,291
Qualifying Distributions$151,682$63,120$100,750
Net Investment Income$561,784$105,119$126,828
Distributable Amount$200,353$153,845$141,496

Giving Over Time

Total grant dollars and number of grants per year

$0$38K$75K$113K$151K13 grants202011 grants202114 grants202210 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

TSTC FOUNDATION$35KCHILD ADVOCATES OF FORT …$25KFORT BEND SENIORS MEALS …$25KCATHOLIC CHARITIES$10KLAMAR EDUCATIONAL AWARDS…$10KMORTON CEMETERY ASSOCIAT…$10KNEEDVILLE EDUCATION FOUN…$10KCAL FARLEYS BOYS RANCH$10KBRAZOS ISD EDUCATION FOU…$10KTEXAS AM FOUNDATION$3K

Grant Size Distribution

61 grants across all recorded years

61<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bert F Winston Sr Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KAREN CARRPRESIDENTDIRECTOR2
F BARRETT DAVIS JrTREASURERDIRECTOR2
CHAILLE HAWKINSVICE PRESIDENTDIRECTOR2
PAT MCDONALDVICE PRESIDENTDIRECTOR2
DANNY F MAREKVICE PRESIDENTDIRECTOR2
ASHLEY SYDOWSECRETARY2
JACK H MOOREDIRECTOR2
DAVID WINSTONDIRECTOR2
ROLAND ADAMSONDIRECTOR2

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

AmarilloBaytownBeasleyCollege StationHoustonNeedvilleRichmondRosenbergSan AntonioSugar LandWacoWallis

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

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