Civic Intelligence

The Bridgewater Fund Inc

EIN 23-7442465 • New York, NY

CO P Kaplan 40 Fifth AvenueNew York, NY 10011
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

2nd percentile

-12602%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-92%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $281,521 (-100%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$0

Down $281,521 (-100%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$4,195

Down $50,778 (-92%) from 2024

Expenses

Up

$532,830

Up $526,135 (+7859%) from 2024

Net Income

Down

-$528,635

Down $576,913 (-1195%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$1.0M$500K$0Assets 2016: $919,687Liabilities 2016: $0Net Assets 2016: $919,6872016Assets 2017: $874,579Liabilities 2017: $0Net Assets 2017: $874,5792017Assets 2018: $779,382Liabilities 2018: $0Net Assets 2018: $779,3822018Assets 2019: $642,435Liabilities 2019: $0Net Assets 2019: $642,4352019Assets 2020: $558,624Liabilities 2020: $0Net Assets 2020: $558,6242020Assets 2021: $457,330Liabilities 2021: $0Net Assets 2021: $457,3302021Assets 2022: $278,286Liabilities 2022: $0Net Assets 2022: $278,2862022Assets 2023: $233,243Liabilities 2023: $0Net Assets 2023: $233,2432023Assets 2024: $281,521Liabilities 2024: $0Net Assets 2024: $281,5212024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2016: -$27,460Expenses 2016: $201,366Net Income 2016: -$228,8262016Revenue 2017: $79,792Expenses 2017: $124,900Net Income 2017: -$45,1082017Revenue 2018: -$13,003Expenses 2018: $82,194Net Income 2018: -$95,1972018Revenue 2019: -$89,476Expenses 2019: $47,471Net Income 2019: -$136,9472019Revenue 2020: $25,479Expenses 2020: $109,290Net Income 2020: -$83,8112020Revenue 2021: $8,497Expenses 2021: $109,791Net Income 2021: -$101,2942021Revenue 2022: -$108,553Expenses 2022: $70,491Net Income 2022: -$179,0442022Revenue 2023: -$4,979Expenses 2023: $40,064Net Income 2023: -$45,0432023Revenue 2024: $54,973Expenses 2024: $6,695Net Income 2024: $48,2782024Revenue 2025: $4,195Expenses 2025: $532,830Net Income 2025: -$528,6352025

Highlighted filing

2025

Revenue$4,195
Expenses$532,830
Net Income-$528,635
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$4,195
Expenses
$532,830
Net income
-$528,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$5.33$5.29
2024Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.55$0.07$0.48
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.05$0.40$0.45
2022Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$1.09$0.70$1.79
2021Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.08$1.10$1.01
2020Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.25$1.09$0.84
2019Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.89$0.47$1.37
2018Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.13$0.82$0.95
2017Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.80$1.25$0.45
2016Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$0.27$2.01$2.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Dec 22, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE DEGNPresident-$0--
DAVID KAPLANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Bridgewater Fund Inc
EIN
23-7442465
Phone
2124926342
Address
CO P KAPLAN 40 FIFTH AVENUE, NEW YORK, NY 10011

Signing Officer

Name
Katherine Degn
Title
President
Phone
2124926342
Signed
2025-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Goldstein Lieberman & Co LLC
Address
225 BRAE BLVD SUITE 200, PARK RIDGE, NJ 07656
Preparer
Bruce Margulies
Phone
2015125700
Raw XML Appendix317 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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DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1FERN BROOK FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE BRIDGEWATER FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FERN BROOK FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0391A 12TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt140 FIFTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110011
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0523262
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/AppliedToCurrentYearAmt07922
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048504
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt082435
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt080155
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt080155
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0667557
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0515340
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021278
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048504
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt082435
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0523262
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0515340
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0747712
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0232372
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0AS OF NOVEMBER 30, 2025 ALL ASSETS HAVE DISTRIBUTED TO THE DONOR ADVISED FUNDS LISTED IN PART XIV.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0754
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0754
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt145
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0247114
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON DONATED SECURITIES
TaxesSchedule/TaxesDetail/Amt0269
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE DEGN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02124926342
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BRIDGEWATER FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0BRID
ReturnHeader/Filer/EIN0237442465
ReturnHeader/Filer/PhoneNum02124926342
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO P KAPLAN 40 FIFTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010011
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202840805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLDSTEIN LIEBERMAN & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 BRAE BLVD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PARK RIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007656
ReturnHeader/PreparerPersonGrp/PhoneNum02015125700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE MARGULIES
ReturnHeader/ReturnTs02025-12-22T14:14:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-12-01
ReturnHeader/TaxPeriodEndDt02025-11-30
ReturnHeader/TaxYr02024

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