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Nonprofit · EIN 31-1776354

KWI

Tax-exempt · CINCINNATI, OH 45202

Financials

$3.5M$226K2023$7.2M$233K2024
Revenue Expenses · by fiscal year end
Financials of KWI by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$7,178,489$233,458$6,945,031$120,700,943$45,207$120,655,736
June 30, 2024990$3,525,446$226,030$3,299,416$115,966,071$45,290$115,920,781
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$7,178,489
Net gain from sales of assets
$4,691,043
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$36,177
Management and general (functional)
$197,281

Balance sheet and other

Total assets, start of year
$115,966,071
Total assets, end of year
$120,700,943
Total liabilities, end of year
$45,207
Net assets, end of year
$120,655,736
Publicly traded securities
$79,463,332
Net assets without donor restrictions
$120,655,736
Gross unrelated business income
-$9,598
Gross receipts
$37,303,687
Employees
0
Volunteers
5
Year formed
2001
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
WILLIAM HITEPRESIDENT & CEO
Officer
1$0$377,743$18,412
MATTHEW WILLIAMSExecutive Vice President/CHIEF Program Officer & SECRETARY
Officer
1$0$256,509$47,670
HOLLY BRINKMANEVP, COO & TREASURER
Officer
3$0$248,145$51,473
EILEEN RUDDENVICE CHAIR OF THE BOARD
Trustee or director, Officer
1$0$0$0
THOMAS FRYCHAIR OF THE BOARD
Trustee or director, Officer
1$0$0$0
ADAM EAGLESTONDIRECTOR
Trustee or director
1$0$0$0
MARK DAVISDIRECTOR
Trustee or director
1$0$0$0
VICTOR YOUNGDIRECTOR
Trustee or director
1$0$0$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
WILLIAM HITEPRESIDENT & CEO
Officer
1$0$371,122$18,280
HOLLY BRINKMANEVP, COO & TREASURER
Officer
3$0$245,477$48,621
MATTHEW WILLIAMSExecutive Vice President/CHIEF Program Officer & SECRETARY
Officer
1$0$238,560$43,761
EILEEN RUDDENVICE CHAIR OF THE BOARD
Trustee or director, Officer
1$0$0$0
THOMAS FRYCHAIR OF THE BOARD
Trustee or director, Officer
1$0$0$0
ADAM EAGLESTONDIRECTOR
Trustee or director
1$0$0$0
MARK DAVISDIRECTOR
Trustee or director
1$0$0$0
VICTOR YOUNGDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
312 PLUM ST STE 950, CINCINNATI, OH 45202-2618
In care of
% HOLLY BRINKMAN
Principal officer (990 for 2024)
WILLIAM HITE, 312 Plum Street Suite 950, Cincinnati, OH 45202
Signed the 990
Holly Brinkman, VP & Treasurer
Phone
(513) 929-4777
Return prepared by
Forvis Mazars LLP

Mission

KWI SUPPORTS THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF KNOWLEDGEWORKS FOUNDATION THROUGH MANAGING ITS INVESTMENT PORTFOLIO AND PROVIDING FUNDING FOR THE FOUNDATION'S ACTIVITIES.

990 for the year ended June 30, 2025

Program accomplishments

  • DURING FISCAL YEAR 2025, KWI SUPPORTED THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF KNOWLEDGEWORKS FOUNDATION THROUGH PROVIDING $9,258,192 OF OPERATIONAL SUPPORT.
    Expenses $36,177 · revenue $2,497,044

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
31-1776354
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2001
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$120,700,943
Income (IRS master file)
$37,303,687

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990-TJune 2025–––IRS
990June 2024–––IRS
990-TJune 2024–––IRS
990June 2023$2,897,601$260,545$109,523,305IRS
990-TJune 2023–––IRS
990June 2022$8,238,773$275,019$107,586,437IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about KWI

What is the EIN of KWI?
The employer identification number (EIN) of KWI is 31-1776354.
Is KWI tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to KWI tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does KWI file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of KWI due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KWI last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of KWI?
The 990 for the year ended June 30, 2025 names WILLIAM HITE.
Who are the officers and directors of KWI?
The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does KWI have?
On its 990 for the year ended June 30, 2025 it reported revenue of $7,178,489, expenses of $233,458 and total assets of $120,700,943 at year end.

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