Bert F Winston Sr Foundation

Richmond, TX
Tax-exempt since March 2001
EIN: 76-0662270

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$563k (2024)

Expenses

$153k (2024)

Total Assets

$3.65M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$562,977

Expenses

$152,875

Net Income

$410,102

Net Assets

$3,648,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,353	8.6%
Sales of Assets	$514,624	91.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,682	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,648,753
Total Liabilities	$0
Net Assets	$3,648,753

Compensation

Key Employees and Officers	Compensation	Other
Karen Carr (Presidentdirector)	$0	$0
F Barrett Davis Jr (Treasurerdirector)	$0	$0
Chaille Hawkins (Vice Presidentdirector)	$0	$0
Pat Mcdonald (Vice Presidentdirector)	$0	$0
Danny F Marek (Vice Presidentdirector)	$0	$0
Ashley Sydow (Secretary)	$0	$0
Jack H Moore (Director)	$0	$0
David Winston (Director)	$0	$0
Roland Adamson (Director)	$0	$0

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990-PF

Filed on Feb. 22, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$106,251

Expenses

$64,435

Net Income

$41,816

Net Assets

$3,238,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,500	14.6%
Sales of Assets	$90,751	85.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,120	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,238,651
Total Liabilities	$0
Net Assets	$3,238,651

Compensation

Key Employees and Officers	Compensation	Other
Gary Pochyla (Presidentdirector)	$0	$0
Karen Carr Director (Sectreasdirector)	$0	$0
Jack H Moore (Director)	$0	$0
David Winston (Director)	$0	$0
F Barrett Davis Jr (Vice Presidentdirector)	$0	$0
Chaille Hawkins (Vice Presidentdirector)	$0	$0
Pat Mcdonald (Vice Presidentdirector)	$0	$0
Danny F Marek (Vice Presidentdirector)	$0	$0
Roland Adamson (Director)	$0	$0

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990-PF

Filed on March 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$128,597

Expenses

$108,291

Net Income

$20,306

Net Assets

$3,196,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,093	19.5%
Sales of Assets	$103,504	80.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,750	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,196,835
Total Liabilities	$0
Net Assets	$3,196,835

Compensation

Key Employees and Officers	Compensation	Other
Gary Pochyla (Presidentdirector)	$0	$0
Karen Carr Director (Sectreasdirector)	$0	$0
Jack H Moore (Director)	$0	$0
David Winston (Director)	$0	$0
F Barrett Davis Jr (Vice Presidentdirector)	$0	$0
Chaille Hawkins (Vice Presidentdirector)	$0	$0
Pat Mcdonald (Vice Presidentdirector)	$0	$0
Danny F Marek (Vice Presidentdirector)	$0	$0
Roland Adamson (Director)	$0	$0

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990-PF

Filed on March 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,740,818

Expenses

$82,020

Net Income

$1,658,798

Net Assets

$3,176,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,500,000	86.2%
Interest Revenue	$0
Dividends	$27,065	1.6%
Sales of Assets	$213,753	12.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,727	97.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,176,529
Total Liabilities	$0
Net Assets	$3,176,529

Compensation

Key Employees and Officers	Compensation	Other
Gary Pochyla (President/Director)	$0	$0
Karen Carr (Secy/Treas/Dir)	$0	$0
Jack H Moore (Director)	$0	$0
David Winston (Director)	$0	$0
F Barrett Davis Jr (Vice President/Director)	$0	$0
Chaille Hawkins (Vice President/Director)	$0	$0
Pat Mcdonald (Vice President/Director)	$0	$0
Danny Marek (Vice President/Director)	$0	$0
Roland Adamson (Director)	$0	$0

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990-PF

Filed on Aug. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$697,284

Expenses

$85,852

Net Income

$611,432

Net Assets

$1,517,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$632,264	90.7%
Interest Revenue	$0
Dividends	$4,032	0.6%
Sales of Assets	$60,988	8.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,389	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,517,731
Total Liabilities	$1
Net Assets	$1,517,730

Compensation

Key Employees and Officers	Compensation	Other
Gary Pochyla (President/Director)	$0	$0
Karen Carr (Secy/Treas/Dir)	$0	$0
Jack H Moore (Director)	$0	$0
David Winston (Director)	$0	$0
F Barrett Davis Jr (Vice President/Director)	$0	$0
Chaille Hawkins (Vice President/Director)	$0	$0
Pat Mcdonald (Vice President/Director)	$0	$0
Danny Marek (Vice President/Director)	$0	$0
Roland Adamson (Director)	$0	$0

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990-PF

Filed on June 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$32,064

Expenses

$70,085

Net Income

-$38,021

Net Assets

$906,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,242	22.6%
Sales of Assets	$24,822	77.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,975	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$906,299
Total Liabilities	$1
Net Assets	$906,298

Compensation

Key Employees and Officers	Compensation	Other
Gary Pochyla (President/Director)	$0	$0
Karen Carr (Secy/Treas/Dir)	$0	$0
Jack H Moore (Director)	$0	$0
David Winston (Director)	$0	$0
F Barrett Davis Jr (Vice President/Director)	$0	$0
Chaille Hawkins (Vice President/Director)	$0	$0
Pat Mcdonald (Vice President/Director)	$0	$0
Danny Marek (Vice President/Director)	$0	$0
Roland Adamson (Director)	$0	$0

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990-PF

Filed on April 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$229,416

Expenses

$60,419

Net Income

$168,997

Net Assets

$944,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$182,263	79.4%
Interest Revenue	$0
Dividends	$6,659	2.9%
Sales of Assets	$40,494	17.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,776	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$944,320
Total Liabilities	$0
Net Assets	$944,320

Compensation

Key Employees and Officers	Compensation	Other
Gary Pochyla (President/Director)	$0	$0
Karen Carr (Vice President/Secy/Dir)	$0	$0
Jack H Moore (Vice President/Director)	$0	$0
David Winston (Vice President/Director)	$0	$0
Bert F Winston Iii (Vice President/Director)	$0	$0
F Barrett Davis Jr (Director)	$0	$0
Chaille Hawkins (Director)	$0	$0
Pat Mcdonald (Director)	$0	$0
Danny Marek (Director)	$0	$0

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990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$32,854

Expenses

$60,088

Net Income

-$27,234

Net Assets

$775,323

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,917	15.0%
Sales of Assets	$27,937	85.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,463	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$775,323
Total Liabilities	$0
Net Assets	$775,323

Compensation

Key Employees and Officers	Compensation	Other
Gary Pochyla (President/Director)	$0	$0
Karen Carr (Vice President/Secy/Dir)	$0	$0
Jack H Moore (Vice President/Director)	$0	$0
David Winston (Vice President/Director)	$0	$0
Bert F Winston Iii (Vice President/Director)	$0	$0
F Barrett Davis Jr (Director)	$0	$0
Chaille Hawkins (Director)	$0	$0
Pat Mcdonald (Director)	$0	$0
Danny Marek (Director)	$0	$0

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990-PF

Filed on March 21, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$108,779

Expenses

$135,607

Net Income

-$26,828

Net Assets

$802,557

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$92,100	84.7%
Interest Revenue	$0
Dividends	$5,153	4.7%
Sales of Assets	$11,526	10.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,828	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$802,557
Total Liabilities	$0
Net Assets	$802,557

Compensation

Key Employees and Officers	Compensation	Other
Gary Pochyla (President/Director)	$0	$0
Karen Carr (Vice President/Secy/Dir)	$0	$0
Jack H Moore (Vice President/Director)	$0	$0
David Winston (Vice President/Director)	$0	$0
Bert F Winston Iii (Vice President/Director)	$0	$0
F Barrett Davis Jr (Director)	$0	$0
Chaille Hawkins (Director)	$0	$0
Pat Mcdonald (Director)	$0	$0
Danny Marek (Director)	$0	$0

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990-PF

Filed on May 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$122,219

Expenses

$12,266

Net Income

$109,953

Net Assets

$829,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,600	82.3%
Interest Revenue	$14	0.0%
Dividends	$4,578	3.7%
Sales of Assets	$17,027	13.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,232	83.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$829,385
Total Liabilities	$0
Net Assets	$829,385

Compensation

Key Employees and Officers	Compensation	Other
Gary Pochyla (President/Director)	$0	$0
Karen Carr (Vice President/Secy/Dir)	$0	$0
Jack H Moore (Vice President/Director)	$0	$0
David Winston (Vice President/Director)	$0	$0
Bert F Winston Iii (Vice President/Director)	$0	$0
F Barrett Davis Jr (Director)	$0	$0
Chaille Hawkins (Director)	$0	$0
Pat Mcdonald (Director)	$0	$0
Danny Marek (Director)	$0	$0

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990-PF

Filed on Aug. 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$526,718

Expenses

$13,274

Net Income

$513,444

Net Assets

$719,432

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$525,200	99.7%
Interest Revenue	$144	0.0%
Dividends	$1,321	0.3%
Sales of Assets	$53	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,316	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$719,432
Total Liabilities	$0
Net Assets	$719,432

Compensation

Key Employees and Officers	Compensation	Other
Gary Pochyla (President/Director)	$0	$0
Karen Carr (Vice President/Secy/Dir)	$0	$0
Jack H Moore (Vice President/Director)	$0	$0
David Winston (Vice President/Director)	$0	$0
Bert F Winston Iii (Vice President/Director)	$0	$0
F Barrett Davis Jr (Director)	$0	$0
Chaille Hawkins (Director)	$0	$0
Pat Mcdonald (Director)	$0	$0
Danny Marek (Director)	$0	$0

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990-PF

Filed on May 1, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$4,354

Expenses

$13,820

Net Income

-$9,466

Net Assets

$205,988

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,100	25.3%
Interest Revenue	$159	3.7%
Dividends	$1,251	28.7%
Sales of Assets	$1,844	42.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,640	84.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$205,988
Total Liabilities	$0
Net Assets	$205,988

Compensation

Key Employees and Officers	Compensation	Other
Gary Pochyla (President/Director)	$0	$0
Karen Carr (Vice President/Secy/Dir)	$0	$0
Jack H Moore (Vice President/Director)	$0	$0
David Winston (Vice President/Director)	$0	$0
Bert F Winston Iii (Vice President/Director)	$0	$0
F Barrett Davis Jr (Director)	$0	$0
Chaille Hawkins (Director)	$0	$0
Pat Mcdonald (Director)	$0	$0
Danny Marek (Director)	$0	$0

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990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$14,607

Expenses

$12,810

Net Income

$1,797

Net Assets

$215,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,350	16.1%
Interest Revenue	$9,141	62.6%
Dividends	$1,378	9.4%
Sales of Assets	$1,738	11.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,665	83.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$215,454
Total Liabilities	$1
Net Assets	$215,453

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$13,251

Expenses

$11,914

Net Income

$1,337

Net Assets

$213,657

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$775	5.8%
Interest Revenue	$8,501	64.2%
Dividends	$1,714	12.9%
Sales of Assets	$2,261	17.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,843	82.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$213,657
Total Liabilities	$0
Net Assets	$213,657

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Bert F Winston Sr Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $563k (2024)

Expenses $153k (2024)

Total Assets $3.65M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$563k (2024)

Expenses

$153k (2024)

Total Assets

$3.65M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001