Civic Intelligence

The Kw Fund Inc.

990PF • Fiscal year 2019 • EIN 13-2895298

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 13, 2020

Organization Profile

Refreshing map…

1718 46th StreetBrooklyn, NY 11204

(718) 627-4467

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

19th percentile

-18%

Higher net margin than 19% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.0%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

73%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$3,229,240

Down $65,655 (-2.0%) from 2018

Net Assets

Down

$3,229,240

Down $65,655 (-2.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin19th percentile

Revenue

Up

$356,757

Up $151,107 (+73%) from 2018

Expenses

Up

$422,412

Up $281,844 (+201%) from 2018

Net Income

Down

-$65,655

Down $130,737 (-201%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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: $0Net 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

2019

Assets$3,229,240
Liabilities$0
Net Assets$3,229,240
Open 2019 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$356,757
Expenses$422,412
Net Income-$65,655
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 13, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shmuel WallersteinDirector-$0--
Chanie WallersteinDirector-$0--
Fraida ChaynDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-To further exempt purpose-Boston, MA, US$276,500
Paid Grant-To further exempt purpose-Brooklyn, NY, US$92,500
Paid Grant-To further exempt purpose-Brooklyn, NY, US$50,753
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
Signed
2020-02-13
Discuss with paid preparer
No

Preparer

Firm
Heimfeld Associates LLC
Address
1335 41st Street, Brooklyn, NY 11218
Preparer
Yitzchok Heimfeld
Phone
7188538923
Raw XML Appendix293 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Shmuel Wallerstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Chanie Wallerstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Fraida Chayn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01373 East 13th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11373 East 13th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt277 Aspen Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Brooklyn
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Fidelity Investment Charitable Gift
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 Seaport Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11303 53rd Street Suite 303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21214 E 15th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Brooklyn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Brooklyn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd211230
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0419753
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/AppliedToCurrentYearAmt0157804
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0155253
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0157804
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0106696
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0106696
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0419753
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0106696
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0106696
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0155253
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Shmuel Wallerstein
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01373 East 13th Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Brooklyn
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011230
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt017500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03287047
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Investment
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03228824
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03228824
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Brokerage Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0264
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1108
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0264
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1108
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KW Capital Resources LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02276
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02276
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/CategoryTxt0NYS annual fee
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Shmuel Wallerstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-13
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heimfeld Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01335 41st Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011218
ReturnHeader/PreparerPersonGrp/PhoneNum07188538923
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Yitzchok Heimfeld
ReturnHeader/ReturnTs02020-02-13T08:02:41-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,229,240
Liabilities
$0
Net assets
$3,229,240
Revenue
$356,757
Expenses
$422,412
Net income
-$65,655
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
2019Detailed filing. Detailed filing data is available for this year.$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