Nonprofit · EIN 76-0662270
BERT F WINSTON SR FOUNDATION
Tax-exempt · RICHMOND, TX 77406
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,081,425 | $279,704 | $801,721 | $4,450,474 | $0 | $4,450,474 |
| December 31, 2024 | 990-PF | $562,977 | $152,875 | $410,102 | $3,648,753 | $0 | $3,648,753 |
| December 31, 2023 | 990-PF | $106,251 | $64,435 | $41,816 | $3,238,651 | $0 | $3,238,651 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $883,745
- Dividends
- $62,773
- Interest
- $1
- Net gain from sales of assets
- $134,906
Expenses
- Grants and similar amounts paid
- $262,000
- Disbursements for charitable purposes
- $263,182
- Excise tax on investment income
- $2,731
Balance sheet and other
- Total assets, start of year
- $3,648,753
- Total assets, end of year
- $4,450,474
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,450,474
- Fair market value of assets
- $10,199,395
- Qualifying distributions
- $263,182
- Net investment income
- $197,680
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN CARR 1215 OAK CREEK RD, RICHMOND, TX 77469 | PRESIDENTDIRECTOR | 2 | $0 |
| F BARRETT DAVIS Jr PO BOX 522, RICHMOND, TX 774060522 | TREASURERDIRECTOR | 2 | $0 |
| CHAILLE HAWKINS PO BOX 522, RICHMOND, TX 774060522 | VICE PRESIDENTDIRECTOR | 2 | $0 |
| PAT MCDONALD PO BOX 522, RICHMOND, TX 774060522 | VICE PRESIDENTDIRECTOR | 2 | $0 |
| DANNY F MAREK PO BOX 522, RICHMOND, TX 774060522 | VICE PRESIDENTDIRECTOR | 2 | $0 |
| ASHLEY SYDOW PO BOX 522, RICHMOND, TX 774060522 | SECRETARY | 2 | $0 |
| JACK H MOORE PO BOX 522, RICHMOND, TX 774060522 | DIRECTOR | 2 | $0 |
| DAVID WINSTON PO BOX 522, RICHMOND, TX 774060522 | DIRECTOR | 2 | $0 |
| ROLAND ADAMSON PO BOX 522, RICHMOND, TX 774060522 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN CARR 1314 OAK CREEK RD, RICHMOND, TX 77469 | PRESIDENTDIRECTOR | 2 | $0 |
| F BARRETT DAVIS Jr PO BOX 522, RICHMOND, TX 774060522 | TREASURERDIRECTOR | 2 | $0 |
| CHAILLE HAWKINS PO BOX 522, RICHMOND, TX 774060522 | VICE PRESIDENTDIRECTOR | 2 | $0 |
| PAT MCDONALD PO BOX 522, RICHMOND, TX 774060522 | VICE PRESIDENTDIRECTOR | 2 | $0 |
| DANNY F MAREK PO BOX 522, RICHMOND, TX 774060522 | VICE PRESIDENTDIRECTOR | 2 | $0 |
| ASHLEY SYDOW PO BOX 522, RICHMOND, TX 774060522 | SECRETARY | 2 | $0 |
| JACK H MOORE PO BOX 522, RICHMOND, TX 774060522 | DIRECTOR | 2 | $0 |
| DAVID WINSTON PO BOX 522, RICHMOND, TX 774060522 | DIRECTOR | 2 | $0 |
| ROLAND ADAMSON PO BOX 522, RICHMOND, TX 774060522 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY POCHYLA 1314 OAK CREEK RD, RICHMOND, TX 77469 | PRESIDENTDIRECTOR | 2 | $0 |
| KAREN CARR DIRECTOR PO BOX 522, RICHMOND, TX 774060522 | SECTREASDIRECTOR | 2 | $0 |
| JACK H MOORE PO BOX 522, RICHMOND, TX 774060522 | DIRECTOR | 2 | $0 |
| DAVID WINSTON PO BOX 522, RICHMOND, TX 774060522 | DIRECTOR | 2 | $0 |
| F BARRETT DAVIS JR PO BOX 522, RICHMOND, TX 774060522 | VICE PRESIDENTDIRECTOR | 2 | $0 |
| CHAILLE HAWKINS PO BOX 522, RICHMOND, TX 774060522 | VICE PRESIDENTDIRECTOR | 2 | $0 |
| PAT MCDONALD PO BOX 522, RICHMOND, TX 774060522 | VICE PRESIDENTDIRECTOR | 2 | $0 |
| DANNY F MAREK PO BOX 522, RICHMOND, TX 774060522 | VICE PRESIDENTDIRECTOR | 2 | $0 |
| ROLAND ADAMSON PO BOX 522, RICHMOND, TX 774060522 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 522, RICHMOND, TX 77406-0014
- In care of
- % KAREN CARR
- Signed the 990-PF
- KAREN CARR, PRESIDENTDIRECTOR
- Phone
- (281) 342-3825
- Return prepared by
- MAREK & MAREK PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 76-0662270
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,450,474
- Income (IRS master file)
- $1,081,425
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,081,425 | $279,704 | $4,450,474 | IRS |
| 990-PF | December 2024 | $562,977 | $152,875 | $3,648,753 | XML |
| 990-PF | December 2023 | $106,251 | $64,435 | $3,238,651 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 76-0662270).
Questions about BERT F WINSTON SR FOUNDATION
- What is the EIN of BERT F WINSTON SR FOUNDATION?
- The employer identification number (EIN) of BERT F WINSTON SR FOUNDATION is 76-0662270.
- Is BERT F WINSTON SR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BERT F WINSTON SR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERT F WINSTON SR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERT F WINSTON SR FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERT F WINSTON SR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BERT F WINSTON SR FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does BERT F WINSTON SR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,081,425, expenses of $279,704 and total assets of $4,450,474 at year end.
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