Civic Intelligence

The Jon & Abby Winkelried Foundation

EIN 13-3634388 • New York, NY

PO Box 73 Bowling Green StationNew York, NY 10274-0073
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2025

Net Margin

93rd percentile

75%

Higher net margin than 93% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2025

Asset Growth

95th percentile

61%

Faster asset growth than 95% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

140%

Faster revenue growth than 91% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,134,244

Up $4,599,148 (+61%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$12,134,244

Up $4,599,148 (+61%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin93rd percentile

Revenue

Up

$15,459,543

Up $9,026,761 (+140%) from 2024

Expenses

Up

$3,845,145

Up $1,993,663 (+108%) from 2024

Net Income

Up

$11,614,398

Up $7,033,098 (+154%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2012: $12,783,407Liabilities 2012: $02012Assets 2013: $11,675,608Liabilities 2013: $02013Assets 2014: $10,514,151Liabilities 2014: $02014Assets 2015: $10,656,920Liabilities 2015: $02015Assets 2019: $8,995,773Liabilities 2019: $64,544Net Assets 2019: $8,931,2292019Assets 2020: $8,390,391Liabilities 2020: $0Net Assets 2020: $8,390,3912020Assets 2021: $7,869,424Liabilities 2021: $22,205Net Assets 2021: $7,847,2192021Assets 2022: $7,063,371Liabilities 2022: $0Net Assets 2022: $7,063,3712022Assets 2023: $5,927,399Liabilities 2023: $0Net Assets 2023: $5,927,3992023Assets 2024: $7,535,096Liabilities 2024: $0Net Assets 2024: $7,535,0962024Assets 2025: $12,134,244Liabilities 2025: $0Net Assets 2025: $12,134,2442025

Highlighted filing

2025

Assets$12,134,244
Liabilities$0
Net Assets$12,134,244
Open 2025 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2012: $1,112,823Expenses 2012: $817,662Net Income 2012: $295,1612012Revenue 2013: $389,048Expenses 2013: $1,496,847Net Income 2013: -$1,107,7992013Revenue 2014: $398,525Expenses 2014: $1,559,982Net Income 2014: -$1,161,4572014Revenue 2015: $853,584Expenses 2015: $710,815Net Income 2015: $142,7692015Revenue 2019: $299,207Expenses 2019: $1,249,599Net Income 2019: -$950,3922019Revenue 2020: $319,024Expenses 2020: $859,862Net Income 2020: -$540,8382020Revenue 2021: $200,694Expenses 2021: $743,866Net Income 2021: -$543,1722021Revenue 2022: $306,718Expenses 2022: $1,090,566Net Income 2022: -$783,8482022Revenue 2023: $176,673Expenses 2023: $1,312,645Net Income 2023: -$1,135,9722023Revenue 2024: $6,432,782Expenses 2024: $1,851,482Net Income 2024: $4,581,3002024Revenue 2025: $15,459,543Expenses 2025: $3,845,145Net Income 2025: $11,614,3982025

Highlighted filing

2025

Revenue$15,459,543
Expenses$3,845,145
Net Income$11,614,398
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,134,244
Liabilities
$0
Net assets
$12,134,244
Revenue
$15,459,543
Expenses
$3,845,145
Net income
$11,614,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$15.5$3.85$11.6
2024Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$6.43$1.85$4.58
2023Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.18$1.31$1.14
2022Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.31$1.09$0.78
2021Detailed filing. Detailed filing data is available for this year.$7.87$0.02$7.85$0.20$0.74$0.54
2020Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.32$0.86$0.54
2019Detailed filing. Detailed filing data is available for this year.$9.00$0.06$8.93$0.30$1.25$0.95
2015Summary only. Only limited summary data is available for this year.$10.7$0.00$0.85$0.71$0.14
2014Summary only. Only limited summary data is available for this year.$10.5$0.00$0.40$1.56$1.16
2013Summary only. Only limited summary data is available for this year.$11.7$0.00$0.39$1.50$1.11
2012Summary only. Only limited summary data is available for this year.$12.8$0.00$1.11$0.82$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Dec 22, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON WINKELRIEDTrustee-$0--
ABBY WINKELRIEDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Jon & Abby Winkelried Foundation
EIN
13-3634388
In Care Of
% GOLDMAN PARTNER OFFICE (GPO)
Phone
2129028711
Address
PO BOX 73 BOWLING GREEN STATION, New York, NY 10274-0073

Signing Officer

Name
Jon Winkelried
Title
Trustee
Phone
2129028711
Signed
2025-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001
Preparer
Christine DiIonna
Phone
2127733000
Raw XML Appendix361 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt012600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06300
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06300
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE STATE OF NEW JERSEY NO LONGER REQUIRES REGISTRATION OR FILING FOR FOUNDATIONS RECEIVING LESS THAN $10,000 IN PUBLIC SUPPORT FROM OUTSIDE SOURCES.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1423647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36132459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5698208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6667874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt72092217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8690057
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GS CORPORATE CREDIT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PETERSHILL II OFFSHORE L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2TSLE EQUITY L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SPDR S&P 500 ETF TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GS TAX-ADVANTAGED GLOBAL EQ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ARTISAN INTERNATIONAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GS GQG PTNRS INTNL OPP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7GS SHORT DURATION BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8STATE STREET HEDGED INTER DEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1585016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2166540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37872482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5794177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6738715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72134952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8722255
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0234836
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08128097
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0629
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt08016
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt012715
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08383664
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0629
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08384293
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08128098
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03790650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03790650
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt07075250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0234836
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0234836
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt011614398
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012053670
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0534
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0534
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08128726
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08365470
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt012715
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt012715
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt011361
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt011361
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03796950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018195
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03845145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08383665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015459543
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018195
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt054495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01174435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11994972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2756165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07521529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt155028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt221396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3492005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt46342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt531798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt631798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt731798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt831798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt931798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1031798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07521529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt155028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt221396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3492005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt46342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08695964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31248170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt46342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - GS 1350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - GS 990-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GAINS THROUGH PETERSHILL II OFFSHORE LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GAINS THROUGH GS CORP CREDIT INVEST FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LOSS THROUGH TSLE EQUITY LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08128098
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011614398
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07015250
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt019149494
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07535096
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012134244
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0505129
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0505129
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0505129
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0621409
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0116280
IRS990PF/DistributableAmountGrp/TotalTaxAmt0116280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0270108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt036388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0350000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0116280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0270108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0116280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0116280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0386388
IRS990PF/FMVAssetsEOYAmt014443919
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07535096
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt012134244
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07341199
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt010704462
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt013014137
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0193897
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01429782
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01429782
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07535096
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012134244
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014443919
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07535096
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012134244
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07535096
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012134244
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012617449
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01367098
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010399203
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0189262
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0851148
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0621409
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012428187
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012617449
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JON WINKELRIED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ABBY WINKELRIED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 73 BOWLING GREEN STATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 73 BOWLING GREEN STATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0102740073
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1102740073
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03796950
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03796950
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 WEST STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0New York
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010282
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GOLDMAN PARTNER OFFICE (GPO)
IRS990PF/StatementsRegardingActyGrp/PhoneNum02129028711
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JON WINKELRIED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03790650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 73 BOWLING GREEN STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0102740073
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03790650
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0505129
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0505129
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01365186
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0916669
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0612330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0242867
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0377296
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0377296
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06428873
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03291821
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01365186
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0916669
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0612330
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0242867
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03796950
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03291821
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06806169
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03514348
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Jon Winkelried
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 73 BOWLING GREEN STATION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0New York
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0102740073
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07075250
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt07075250
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0100,000 SHS OF TPG INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-11-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07015250
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONOR'S COST BASIS FOR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1STOCK DONATED TO THE FOUNDATION
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Partnership Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt012715
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012715
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08121
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13240
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BOOKKEEPING SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08121
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13240
TaxesSchedule/TaxesDetail/Amt030000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jon Winkelried
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02129028711
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Jon & Abby Winkelried Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JON&
ReturnHeader/Filer/EIN0133634388
ReturnHeader/Filer/InCareOfNm0% GOLDMAN PARTNER OFFICE (GPO)
ReturnHeader/Filer/PhoneNum02129028711
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 73 BOWLING GREEN STATION
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0102740073
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02025-12-23T12:02:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.