2026-05-04T11:49:45+00:00 2025-06-30 440160260 Forvis Mazars LLP 312 Walnut Street Suite 3000 Cincinnati OH 45202 990 2024-07-01 311776354 KWI KWI 5139294777 312 Plum Street Suite 950 Cincinnati OH 45202 Holly Brinkman VP & Treasurer 2026-05-04 true true Aaron Hershberger P00961884 5136218300 2026-04-03 2024 2025-03-06 01:10:19Z WILLIAM HITE 312 Plum Street Suite 950 Cincinnati OH 45202 37303687 false X N/A X 2001 OH SUPPORTS CHARITABLE AND EDUCATIONAL ACTIVITIES OF KNOWLEDGEWORKS FOUNDATION. 5 5 0 5 -9598 0 0 0 0 0 3525446 7178489 0 0 3525446 7178489 0 0 0 0 0 0 0 0 0 226030 233458 226030 233458 3299416 6945031 115966071 120700943 45290 45207 115920781 120655736 KWI SUPPORTS THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF KNOWLEDGEWORKS FOUNDATION THROUGH MANAGING ITS INVESTMENT PORTFOLIO AND PROVIDING FUNDING FOR THE FOUNDATION'S ACTIVITIES. false false 36177 0 2497044 DURING FISCAL YEAR 2025, KWI SUPPORTED THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF KNOWLEDGEWORKS FOUNDATION THROUGH PROVIDING $9,258,192 OF OPERATIONAL SUPPORT. 36177 true false false false false false false false false false false true false false false true false true false false true false false false false false false false false true false false false false false false false false false false false false false false false true true true false false true 0 0 0 true true false false false false false false false false false false false X 5 5 true true false false true true true true true false false false true true true true true true false false false false X HOLLY BRINKMAN 5139294777 312 PLUM STREET SUITE 950 CINCINNATI OH 45202 EILEEN RUDDEN VICE CHAIR OF THE BOARD 1.0 2.0 X X 0 0 0 THOMAS FRY CHAIR OF THE BOARD 1.0 2.0 X X 0 0 0 ADAM EAGLESTON DIRECTOR 1.0 0.0 X 0 0 0 MARK DAVIS DIRECTOR 1.0 0.0 X 0 0 0 VICTOR YOUNG DIRECTOR 1.0 2.0 X 0 0 0 HOLLY BRINKMAN EVP, COO & TREASURER 3.0 37.0 X 0 248145 51473 MATTHEW WILLIAMS Executive Vice President/CHIEF Program Officer & SECRETARY 1.0 39.0 X 0 256509 47670 WILLIAM HITE PRESIDENT & CEO 1.0 39.0 X 0 377743 18412 0 882397 117555 0 false true false JP MORGAN CHASE 270 PARK AVENUE FLOOR 20 NEW YORK NY 10017 INVESTMENT ADVISORY 179168 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2487446 2497044 -9598 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 34816241 0 30125198 0 4691043 0 4691043 0 0 4691043 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7178489 2497044 -9598 4691043 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 183559 0 183559 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KWF ADMIN FEE EXPENSE 49899 36177 13722 0 0 0 0 0 233458 36177 197281 0 0 0 645923 1665845 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 78489148 79463332 36831000 39571766 0 0 0 0 0 115966071 120700943 45290 45207 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 45290 45207 X 115920781 120655736 0 0 0 0 0 0 0 0 115920781 120655736 115966071 120700943 X 6945031 7048116 0 0 0 -9258192 X false true true false X X X 1 KNOWLEDGEWORKS FOUNDATION 311321973 9 true 9258192 0 1 9258192 0 true false false false false false false false false false false false false false false true false Closely-held equity interests Financial derivatives REAL ASSETS - REAL ESTATE 10290266 F HEDGE FUND INVESTMENTS 13226070 F PRIVATE EQUITY INVESTMENTS 16055430 F 39571766 0 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote FROM THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF KNOWLEDGEWORKS FOUNDATION, WHICH INCLUDE THE ACTIVITY OF KWI: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE FOUNDATION IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. false Central America and the Caribbean 0 0 PASSIVE INVESTMENTS 24929696 Europe (Including Iceland and Greenland) 0 0 PASSIVE INVESTMENTS 3992327 0 0 0 0 0 0 28922023 0 28922023 true false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual false false false false false false false false false WILLIAM HITE PRESIDENT & CEO 0 370523 0 0 0 7220 0 17250 0 1162 0 396155 0 0 MATTHEW WILLIAMS Executive Vice President/CHIEF Program Officer & SECRETARY 0 253436 0 0 0 3073 0 13401 0 34269 0 304179 0 0 HOLLY BRINKMAN EVP, COO & TREASURER 0 245086 0 0 0 3059 0 13184 0 38289 0 299618 0 0 Schedule J, Part I, Line 3 OFFICERS' COMPENSATION THE OFFICERS ARE NOT COMPENSATED BY KWI. THEIR COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE PARENT COMPANY, KNOWLEDGEWORKS FOUNDATION, WHO EMPLOYS THOSE INDIVIDUALS. THE COMPENSATION OF THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES ARE SET BY THE COMPENSATION COMMITTEE OF THE KNOWLEDGEWORKS' BOARD OF DIRECTORS UTILIZING A COMPENSATION STUDY PERFORMED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM COMPARING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, INCLUDING REVIEW OF FORM 990S FOR OTHER ORGANIZATIONS. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons CERTAIN KWI BOARD MEMBERS ARE ALSO MEMBERS OF THE BOARDS OF CERTAIN KWI AFFILIATES. THESE OVERLAPPING BOARD MEMBERSHIPS CONSTITUTE A BUSINESS RELATIONSHIP AS DEFINED BY FORM 990 INSTRUCTIONS. - Business relationship Form 990, Part VI, Line 3 Delegation of management duties EFFECTIVE NOVEMBER 30, 2017, KWI'S BOARD DESIGNATED JPMORGAN CHASE THE OUTSOURCED CHIEF INVESTMENT OFFICER TO PROVIDE INVESTMENT ADVISORY AND MANAGEMENT SERVICES. Form 990, Part VI, Line 6 Classes of members or stockholders KWI HAS A SINGLE CORPORATE MEMBER, KNOWLEDGEWORKS FOUNDATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body KWI HAS A SINGLE CORPORATE MEMBER, KNOWLEDGEWORKS FOUNDATION, WHO HAS THE AUTHORITY TO ELECT MEMBERS TO THE GOVERNING BODY OF KWI. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders ALL DECISIONS THAT HAVE A MATERIAL IMPACT TO KWI'S FINANCIAL INFORMATION OR CORPORATION AS A WHOLE ARE SUBJECT TO APPROVAL BY ITS SOLE CORPORATE MEMBER, KNOWLEDGEWORKS FOUNDATION. Form 990, Part VI, Line 11b Review of form 990 by governing body AFTER COMPLETION BY THE PREPARER, THE DRAFT FORM 990 IS REVIEWED BY THE ACCOUNTING DIRECTOR AND EVP/COO. THE FINAL DRAFT OF THE FORM 990 IS REVIEWED WITH THE AUDIT COMMITTEE. AFTER IT RECEIVES THE APPROVAL OF THE AUDIT COMMITTEE, THE FINAL FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. Form 990, Part VI, Line 12c Conflict of interest policy ON AN ANNUAL BASIS A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED BY DIRECTORS AND OFFICERS AND REVIEWED BY MANAGEMENT. ITEMS REPORTED ARE DISCUSSED WITH LEGAL COUNSEL, WHO ADVISES MANAGEMENT AND THE BOARD OF ANY REQUIRED ACTIONS. THE CONFLICTS OF INTEREST POLICY IS DISTRIBUTED WITH THE ANNUAL QUESTIONNAIRE AND IS ALSO ACCESSIBLE ON THE SECURE DIRECTOR'S PORTION OF THE FOUNDATION'S WEBSITE. Form 990, Part VI, Line 19 Required documents available to the public THE CONSOLIDATED FINANCIAL STATEMENTS OF KWI AND ITS PARENT COMPANY, KNOWLEDGEWORKS FOUNDATION, ARE AVAILABLE ON THE KNOWLEDGEWORKS FOUNDATION WEBSITE. KWI'S FORM 990, FORM 990-T, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER TO KNOWLEDGEWORKS FOUNDATION FOR FUNDING OF OPERATIONS: - -9258192; Total - -9258192; KNOWLEDGEWORKS FOUNDATION 312 PLUM STREET SUITE OH 45202 311321973 EDUCATION OH 501(c)(3) 10 NA false false false false false false false false false false false false false true true false true false true false KNOWLEDGEWORKS FOUNDATION M 24783 ACTUAL COST KNOWLEDGEWORKS FOUNDATION N 1570 ALLOCATED COST KNOWLEDGEWORKS FOUNDATION P 23546 ACTUAL COST KNOWLEDGEWORKS FOUNDATION R 9258192 ACTUAL COST TRF