Tr Uw Harry Winkler Residuary Tr
EIN 566072979Total Given 2020–2024
$330K
30 grants · $66K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$2K
typical micro grants · $500–$6K
grant size
78%
deep partner · 7/9 multi-year
repeat
$1.7M
Assets (2024)
9
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(877) 446-1410
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $60K | $1.5M | $105K | 6 |
| 2021 | $63K | $1.7M | $106K | 6 |
| 2022 | $77K | $1.4M | $239K | 6 |
| 2023 | $65K | $1.4M | $-8K | 6 |
| 2024 | $65K | $1.7M | $57K | 6 |
Grant Size Distribution
Based on 30 grants on record
Minimum
$500
25th Pctl
$500
Median
$2K
Average
$11K
75th Pctl
$6K
Maximum
$67K
Geographic Distribution
Officers & Directors
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
Grants Awarded (30 total)
| Purpose | ||||
|---|---|---|---|---|
| Orthopedic Research & Educ Fdn | Rosemont, IL | $66,539 | UNRESTRICTED GENERAL | 2022 |
| Orthopedic Research & Educ Fdn | Rosemont, IL | $55,256 | UNRESTRICTED GENERAL | 2023 |
| Orthopedic Research & Educ Fdn | Rosemont, IL | $54,893 | UNRESTRICTED GENERAL | 2024 |
| Orthopedic Research & Educ Fdn | Rosemont, IL | $52,912 | UNRESTRICTED GENERAL | 2021 |
| Orthopedic Research & Educ Fdn | Rosemont, IL | $50,377 | UNRESTRICTED GENERAL | 2020 |
| Carolinas Healthcare Foundation | Charlotte, NC | $6,000 | UNRESTRICTED GENERAL | 2020 |
| Carolinas Healthcare Foundation | Charlotte, NC | $6,000 | UNRESTRICTED GENERAL | 2021 |
| Carolinas Healthcare Foundation | Charlotte, NC | $6,000 | UNRESTRICTED GENERAL | 2023 |
| Carolinas Healthcare Foundation | Charlotte, NC | $6,000 | UNRESTRICTED GENERAL | 2024 |
| Carolinas Healthcare Foundation | Charlotte, NC | $6,000 | UNRESTRICTED GENERAL | 2022 |
| Scholarship Comm Unc-Chapel Hill | Chapel Hill, NC | $2,000 | UNRESTRICTED GENERAL | 2020 |
| Scholarship Comm Unc-Chapel Hill | Chapel Hill, NC | $2,000 | UNRESTRICTED GENERAL | 2021 |
| Scholarship Comm Unc-Chapel Hill | Chapel Hill, NC | $2,000 | UNRESTRICTED GENERAL | 2023 |
| Scholarship Comm Unc-Chapel Hill | Chapel Hill, NC | $2,000 | UNRESTRICTED GENERAL | 2024 |
| Scholarship Comm Unc-Chapel Hill | Chapel Hill, NC | $2,000 | UNRESTRICTED GENERAL | 2022 |
| The University of Akron | Akron, OH | $1,000 | UNRESTRICTED GENERAL | 2020 |
| The University of Akron | Akron, OH | $1,000 | UNRESTRICTED GENERAL | 2021 |
| Miami University | Oxford, OH | $1,000 | UNRESTRICTED GENERAL | 2023 |
| Starke State College | North Canton, OH | $1,000 | UNRESTRICTED GENERAL | 2024 |
| The University of Akron | Akron, OH | $1,000 | UNRESTRICTED GENERAL | 2022 |
| Miami University | Oxford, OH | $500 | UNRESTRICTED GENERAL | 2020 |
| The Ohio State University | Columbus, OH | $500 | UNRESTRICTED GENERAL | 2020 |
| Miami University | Oxford, OH | $500 | UNRESTRICTED GENERAL | 2021 |
| University of Cincinnati | Cincinnati, OH | $500 | UNRESTRICTED GENERAL | 2021 |
| University of Pittsburgh | Pittsburgh, PA | $500 | UNRESTRICTED GENERAL | 2023 |