Civic Intelligence

Kohanim Wallerstein Foundation Inc

EIN 13-2895298 • Brooklyn, NY

Refreshing map…

1718 46th StreetBrooklyn, NY 11204
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

73rd percentile

23%

Higher net margin than 73% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

60th percentile

6.0%

Faster asset growth than 60% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

79%

Faster revenue growth than 85% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

$3,742,453

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$3,742,453

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin73rd percentile

Revenue

$907,960

No earlier filing loaded for comparison.

Expenses

$694,970

No earlier filing loaded for comparison.

Net Income

$212,990

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $711,158Liabilities 2010: $0Net Assets 2010: $711,1582010Assets 2011: $929,305Liabilities 2011: $02011Assets 2012: $1,402,711Liabilities 2012: $0Net Assets 2012: $1,402,7112012Assets 2013: $1,433,091Liabilities 2013: $0Net Assets 2013: $1,433,0912013Assets 2014: $1,929,725Liabilities 2014: $1Net Assets 2014: $1,929,7252014Assets 2015: $2,355,522Liabilities 2015: $02015Assets 2017: $3,229,813Liabilities 2017: $0Net Assets 2017: $3,229,8132017Assets 2018: $3,294,895Liabilities 2018: $0Net Assets 2018: $3,294,8952018Assets 2019: $3,229,240Liabilities 2019: $1Net Assets 2019: $3,229,2402019Assets 2020: $3,203,722Liabilities 2020: $0Net Assets 2020: $3,203,7222020Assets 2021: $3,698,087Liabilities 2021: $12021Assets 2022: $3,115,984Liabilities 2022: $0Net Assets 2022: $3,115,9842022Assets 2023: $3,709,478Liabilities 2023: $12023Assets 2025: $3,742,453Liabilities 2025: $0Net Assets 2025: $3,742,4532025

Highlighted filing

2025

Assets$3,742,453
Liabilities$0
Net Assets$3,742,453
Open 2025 Filing

Operations Trend

Revenue Growth85th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $101,6502010Revenue 2011: $251,986Expenses 2011: $33,839Net Income 2011: $218,1472011Expenses 2012: $3,2492012Revenue 2013: $182,902Expenses 2013: $152,522Net Income 2013: $30,3802013Revenue 2014: $503,280Expenses 2014: $6,646Net Income 2014: $496,6342014Revenue 2015: $433,138Expenses 2015: $7,341Net Income 2015: $425,7972015Revenue 2017: $362,492Expenses 2017: $64,510Net Income 2017: $297,9822017Revenue 2018: $205,650Expenses 2018: $140,568Net Income 2018: $65,0822018Revenue 2019: $356,757Expenses 2019: $422,412Net Income 2019: -$65,6552019Revenue 2020: $262,283Expenses 2020: $287,801Net Income 2020: -$25,5182020Revenue 2021: $704,816Expenses 2021: $210,451Net Income 2021: $494,3652021Revenue 2022: $121,267Expenses 2022: $703,370Net Income 2022: -$582,1032022Revenue 2023: $1,300,736Expenses 2023: $707,242Net Income 2023: $593,4942023Revenue 2025: $907,960Expenses 2025: $694,970Net Income 2025: $212,9902025

Highlighted filing

2025

Revenue$907,960
Expenses$694,970
Net Income$212,990
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$3,742,453
Liabilities
$0
Net assets
$3,742,453
Revenue
$907,960
Expenses
$694,970
Net income
$212,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.91$0.69$0.21
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$3.71$0.00$1.30$0.71$0.59
2022Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.12$0.70$0.58
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$0.70$0.21$0.49
2020Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.26$0.29$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$0.36$0.42$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.21$0.14$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$0.36$0.06$0.30
2015Summary only. Only limited summary data is available for this year.$2.36$0.00$0.43$0.01$0.43
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.50$0.01$0.50
2013Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.18$0.15$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.00
2011Summary only. Only limited summary data is available for this year.$0.93$0.00$0.25$0.03$0.22
2010Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHMUEL WALLERSTEINDirector-$0--
CHANIE WALLERSTEINDirector-$0--
FRAIDA CHAYNDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIDELITY CHARITABLETO FURTHER EXEMPT PURPOSEPCBOSTON, MA, US$417,000
Paid GrantVANGUARD CHARITABLE ENDOWMENT PROGRTO FURTHER EXEMPT PURPOSEPCWARWICK, RI, US$225,000
Paid GrantTHE OJC FUNDTO FURTHER EXEMPT PURPOSEPCBROOKLYN, NY, US$51,650
Filing and Contact Details

Filer

Filer Name
The Kw Fund
EIN
13-2895298
Phone
7186274467
Address
1718 46TH STREET, BROOKLYN, NY 11204

Signing Officer

Name
Shmuel Wallerstein
Title
Director
Phone
7186274467
Signed
2025-10-29

Preparer

Firm
Heimfeld Associates LLC
Address
1335 41ST ST, BROOKLYN, NY 11218-3505
Preparer
Yitzchok Heimfeld
Phone
7184805353
Raw XML Appendix320 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02025-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0PUBLICLY TRADED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1PUBLICLY TRADED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt017492
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1191343
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1190926
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12025-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-1677
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-417
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03742453
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FURTHER EXEMPT PURPOSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VANGUARD CHARITABLE ENDOWMENT PROGR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 SEAPORT BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11303 53RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 9509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WARWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202889
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0693650
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/AppliedToCurrentYearAmt0171732
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0171732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0471603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0533459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0554269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0128988
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0128988
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02104306
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0521918
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0471603
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0533459
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0554269
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023057
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0693650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0521918
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02233294
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01711376
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SHMUEL WALLERSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1F CHAYN FAMILY TRUST II
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2M WALLERSTEIN FAMILY TRUST II
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3R KAMENETZKY TRUST II
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4CHAYA WALLERSTEIN FAMILY TRUST II
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01373 EAST 13TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11373 E 13TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt21373 E 13TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt31373 E 13TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt41373 E 13TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BROOKLYN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BROOKLYN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2BROOKLYN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3BROOKLYN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4BROOKLYN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011230
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd111230
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd211230
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd311230
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd411230
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0201000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt148000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt221500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt316000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt49000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03515823
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03466324
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03466324
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0320
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0320
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-9
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt15807
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KW CAPITAL RESOURCES LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1REFUND OF FEDERAL TAXES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-9
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt15807
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHMUEL WALLERSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07186274467
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KW FUND
ReturnHeader/Filer/BusinessNameControlTxt0KWFU
ReturnHeader/Filer/EIN0132895298
ReturnHeader/Filer/PhoneNum07186274467
ReturnHeader/Filer/USAddress/AddressLine1Txt01718 46TH STREET
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011204
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831558778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEIMFELD ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01335 41ST ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0112183505
ReturnHeader/PreparerPersonGrp/PhoneNum07184805353
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YITZCHOK HEIMFELD
ReturnHeader/ReturnTs02026-02-17T16:13:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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