Civic Intelligence

The Bridgewater Fund Inc

990PF • Fiscal year 2017 • EIN 23-7442465

Dec 01, 2016 to Nov 30, 2017 • Filed on Jan 22, 2018

C/O Paul Kaplan 40 Fifth AvenueNew York, NY 10011

(212) 492-6342

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

8th percentile

-57%

Higher net margin than 8% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

22nd percentile

-4.9%

Faster asset growth than 22% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Assets

Down

$874,579

Down $45,108 (-4.9%) from 2016

Net Assets

Down

$874,579

Down $45,108 (-4.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$79,792

Up $107,252 (+391%) from 2016

Expenses

Down

$124,900

Down $76,466 (-38%) from 2016

Net Income

Up

-$45,108

Up $183,718 (+80%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$874,579
Liabilities$0
Net Assets$874,579

Operations Trend

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

2017

Revenue$79,792
Expenses$124,900
Net Income-$45,108
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Jan 22, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL D KAPLANPresident-$0--
KATHERINE DEGNVice President-$0--
DAVID KAPLANVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Bridgewater Fund Inc
EIN
23-7442465
Phone
2124926342
Address
C/O PAUL KAPLAN 40 FIFTH AVENUE, NEW YORK, NY 10011

Signing Officer

Name
Paul Kaplan
Title
President
Phone
2124926342
Signed
2018-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Goldstein Lieberman & Co LLC
Address
1 INTERNATIONAL BLVDSTE 700, MAHWAH, NJ 07495
Preparer
Bruce Margulies
Phone
2015125700
Raw XML Appendix392 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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0121240
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0121240
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0121240
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAUL D KAPLAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt040 FIFTH AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010011
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02124926342
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PAUL D KAPLAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0121240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010011
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0121240
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/AppliedToCurrentYearAmt035567
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035567
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0165058
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt077356
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0152077
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0114373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0229802
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0229802
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0594537
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt085673
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0165058
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt077356
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0152077
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0114373
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0121240
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt085673
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0824339
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0738666
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0PAUL D KAPLAN
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1PAUL D KAPLAN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt040 FIFTH AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt140 FIFTH AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010011
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110011
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015741
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt115985
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt015741
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt115985
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01350 CENTRAL FUND OF CANADA
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1600 VANECK VEXTOR JUNIOR GOLD
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-11-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0752
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0752
TaxesSchedule/TaxesDetail/Amt033
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt033
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02124926342
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BRIDGEWATER FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0BRID
ReturnHeader/Filer/EIN0237442465
ReturnHeader/Filer/PhoneNum02124926342
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PAUL KAPLAN 40 FIFTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010011
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D488DF9E186C7ACCDAB42AAB2526A0F4662B2569
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0743CD577C8DF9BC62BDE19F3A3BDEE40D85E4FB3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.195.195.35
ReturnHeader/FilingSecurityInformation/IPDt02018-01-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:46:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202840805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLDSTEIN LIEBERMAN & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 INTERNATIONAL BLVDSTE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAHWAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007495
ReturnHeader/PreparerPersonGrp/PhoneNum02015125700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE MARGULIES
ReturnHeader/ReturnTs02018-01-22T14:49:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

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