Civic Intelligence

Robert & Tracy Winston Foundation Inc.

990PF • Fiscal year 2023 • EIN 26-0341648

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2025

Organization Profile
2745 Lakeview DriveRaleigh, NC 27609

(919) 571-1179

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

98th percentile

0.37x

Higher debt load relative to assets than 98% of similar nonprofits.

2023 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

2.22x

Higher debt load relative to revenue than 98% of similar nonprofits.

2023 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2023

Net Margin

78th percentile

58%

Higher net margin than 78% of similar nonprofits.

2023 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2023

Asset Growth

81st percentile

11%

Faster asset growth than 81% of similar nonprofits.

2023 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

3549%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$836,410

Up $80,136 (+11%) from 2022

Net Assets

Up

$530,160

Up $80,136 (+18%) from 2022

Liabilities

Flat

$306,250

Flat from 2022

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin78th percentile

Revenue

Up

$137,935

Up $134,155 (+3549%) from 2022

Expenses

Up

$57,799

Up $51,999 (+897%) from 2022

Net Income

Up

$80,136

Up $82,156 (+4067%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2020: $755,879Liabilities 2020: $306,250Net Assets 2020: $449,6292020Assets 2021: $758,294Liabilities 2021: $356,250Net Assets 2021: $402,0442021Assets 2022: $756,274Liabilities 2022: $306,250Net Assets 2022: $450,0242022Assets 2023: $836,410Liabilities 2023: $306,250Net Assets 2023: $530,1602023Assets 2024: $629,763Liabilities 2024: $306,250Net Assets 2024: $323,5132024

Highlighted filing

2023

Assets$836,410
Liabilities$306,250
Net Assets$530,160
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2020: $52,929Expenses 2020: $87,550Net Income 2020: -$34,6212020Revenue 2021: $3,784Expenses 2021: $51,369Net Income 2021: -$47,5852021Revenue 2022: $3,780Expenses 2022: $5,800Net Income 2022: -$2,0202022Revenue 2023: $137,935Expenses 2023: $57,799Net Income 2023: $80,1362023Revenue 2024: $30,144Expenses 2024: $236,791Net Income 2024: -$206,6472024

Highlighted filing

2023

Revenue$137,935
Expenses$57,799
Net Income$80,136
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W WINSTON IIIPresident-$0--
TRACY SIMMS WINSTONTreasurer-$0--
CHARLES M WINSTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert & Tracy Winston Foundation
EIN
26-0341648
Phone
9195711179
Address
2745 LAKEVIEW DRIVE, RALEIGH, NC 27609

Signing Officer

Name
Robert W Winston Iii
Title
President
Phone
9195711179
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Judy & Tucker Pa
Address
4700 FALLS OF NEUSE ROAD STE 400, RALEIGH, NC 27609
Preparer
Caroline P Abbott CPA
Phone
9195717055
Raw XML Appendix310 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt036137
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036137
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030003
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0136695
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0136695
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt050341
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020338
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030003
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056475
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020338
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0187036
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0166698
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WINSTON FAMILY FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt040 EAST ADAMS STREET STE 100
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0JACKSONVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032202
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0126089
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0541
TaxesSchedule/TaxesDetail/Amt058
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W WINSTON III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09195711179
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT & TRACY WINSTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0260341648
ReturnHeader/Filer/PhoneNum09195711179
ReturnHeader/Filer/USAddress/AddressLine1Txt02745 LAKEVIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027609
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561965804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS JUDY & TUCKER PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04700 FALLS OF NEUSE ROAD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09195717055
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLINE P ABBOTT CPA
ReturnHeader/ReturnTs02025-05-01T10:48:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$836,410
Liabilities
$306,250
Net assets
$530,160
Revenue
$137,935
Expenses
$57,799
Net income
$80,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.30$3.06$3.24$0.30$2.37$2.07
2023Detailed filing. Detailed filing data is available for this year.$8.36$3.06$5.30$1.38$0.58$0.80
2022Detailed filing. Detailed filing data is available for this year.$7.56$3.06$4.50$0.04$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$7.58$3.56$4.02$0.04$0.51$0.48
2020Detailed filing. Detailed filing data is available for this year.$7.56$3.06$4.50$0.53$0.88$0.35