MJS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MJS FOUNDATION INC (EIN 45-3826353)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-28
- IRS object ID
- 202112099349100501
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-28T07:48:03-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453826353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MJS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MJSF | BusinessNameControlTxt |
| Phone | 6463620039 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 EAST 22ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARINA SHMOUKLER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6466540066 | PhoneNum |
| Signature | 2021-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARINA | PersonFirstNm |
| Person Last | SHMOUKLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,740,864 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $32,700,000 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | -$884,463 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$7,961 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,815,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | -$7,961 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $144,025 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $142,334 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,435 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,435 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,538 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,233 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $123,195 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $67,515 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $926 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,275 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $783 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $75,458 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $77,051 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,898 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,035 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $851 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,538 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $358,109 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $304,141 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,384,282 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,596,684 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,742,391 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,900,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,073,146 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $250,230 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,793 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,793 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $15,000,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $16,550,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $15,000,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $15,000,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,505,479 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,479 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,479 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,696,592 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,696,592 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,148 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,148 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $783 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $2,442,567 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,749,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,740,864 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,740,864 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $57,516 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $111,747 | AccountsPayableEOYAmt |
| Grants Payable BOY | $21,280,784 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,068,382 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $5,351 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,126 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $21,343,651 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,181,255 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $405,408 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,559,609 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $405,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,559,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,749,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,740,864 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $405,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,073,146 | ExcessRevenueOverExpensesAmt |
| Other Increases | $81,055 | OtherIncreasesAmt |
| Subtotal | $7,559,609 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,559,609 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| LT REALIZED GAIN FROM LP | P | 2020-01-01 | $193,990 | $193,990 |
| ST REALIZED LOSS FROM LP | P | 2020-01-01 | -$1,068,217 | -$1,068,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$874,227 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,068,217 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,000 | OverpaymentAmt |
| Applied To ES Tax | $5,000 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARINA SHMOUKLER | IndividualWithBooksNm |
| Phone | 6463620039 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 EAST 22ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES SIMONS | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARILYN SIMONS | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOSEPH COSMAI | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | TREASURER & SECRETARY/DIRECTOR | 0.25 | $0 | $0 | $0 |
| JEFFREY WACKSMAN | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW HOUSE NEW YORK INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 316 WEST 84TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PHILANTHROPIC CONS. | ServiceTypeTxt |
| Compensation | $54,244 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,135,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,470,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,605,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,605,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,085 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,536,564 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $226,828 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $226,828 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $226,828 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $226,828 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $226,828 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,900,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,900,825 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,900,825 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $226,828 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,900,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $226,828 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,673,997 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,673,997 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,673,997 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $36,673,997 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES SIMONS | ContributingManagerNm |
| Contributing Manager | MARILYN SIMONS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION FOR AUTISM | ||||||||||||
| POCKET 78 JASOLA VIHAR | NEW DEHLI | IN | 110 025 | NONE | NC | GIFT TO SUPPORT THE CHARITABLE ACTIVITIES OF ACTION FOR AUTISM FOR WORLD AUTISM AWARENESS DAY | $10,000 | |||||
| ALL STAR CODE | ||||||||||||
| NONE | PC | PLEDGED GIFT FOR GENERAL OPERATING SUPPORT | $150,000 | 601 W 26TH ST RM 325 | NEW YORK | NY | 100011141 | |||||
| AMERICAN BALLET THEATER | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | 890 BROADWAY 3RD FL | NEW YORK | NY | 10003 | |||||
| AMERICAN FRIENDS OF CARDIO INFANTIL | ||||||||||||
| NONE | PC | GIFT TO SUPPORT CARDIO INFANTIL IN RESPONSE TO COVID-19 | $250,000 | 11990 MARKET ST UNIT 402 | RESTON | VA | 201906001 | |||||
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $500,000 | CENTRAL PARK WEST AT 79TH ST | NEW YORK | NY | 100240000 | |||||
| AUTISM CARE NEPAL | ||||||||||||
| PO BOX 10918 LAZIMPAT | KATHMANDU | NP | 44600 | NONE | NC | PLEDGED GIFT TO SUPPORT THE CHARITABLE ACTIVITIES OF AUTISM CARE NEPAL | $20,000 | |||||
| AUTISM SCIENCE FOUNDATION | ||||||||||||
| NONE | PC | PROGRAM SUPPORT FOR THE DAY OF LEARNING EVENT | $5,000 | 106 W 32ND ST | NEW YORK | NY | 10001 | |||||
| AUTISM SPEAKS | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | 1060 STATE RD STE 2 | PRINCETON | NJ | 085401446 | |||||
| BARD PRISON INITIATIVE | ||||||||||||
| NONE | PC | PROGRAM SUPPORT FOR THE BARD PRISON INITIATIVE'S COLLEGE EDUCATION PROGRAM | $100,000 | PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | |||||
| BERKELEY LAB FOUNDATION | ||||||||||||
| NONE | PC | PROGRAM SUPPORT FOR THE BERKELEY-TSINGHUA JOINT RESEARCH CENTER ON ENERGY AND CLIMATE CHANGE | $500,000 | 1111 FRANKLIN STREET 7TH FL | OAKLAND | CA | 94607 | |||||
| CHANGING TIMES TAP | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $60,000 | 310 GREENWICH STREET | NEW YORK | NY | 100132708 | |||||
| CHILDREN & SCREENS INSTITUTE OF DIGITAL MEDIA AND CHILD DEVELOPMENT | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | 125 JERICHO TPKE NO 300 | JERICHO | NY | 11753 | |||||
| COLD SPRING HARBOR LABORATORY | ||||||||||||
| NONE | PC | GIFT TO SUPPORT THE WOMEN'S PARTNERSHIP FOR SCIENCE | $7,500 | 1 BUNGTOWN RD | COLD SPRING HABOR | NY | 11724 | |||||
| COLUMBIA UNIVERSITY MEDICAL CENTER | ||||||||||||
| NONE | PC | PLEDGE TO SUPPORT THE WHITAKER ADVANCED FELLOWSHIP IN DEVELOPMENTAL NEUROPSYCHIATRY | $447,022 | 1790 BROADWAY | NEW YORK | NY | 10019 | |||||
| CONGREGATION BNAI JESHURUN | ||||||||||||
| NONE | PC | PLEDGED GIFT TO SUPPORT THE CENTER FOR SPIRITUALITY AND PRAYER | $450,000 | 270 WEST 89TH STREET | NEW YORK | NY | 10024 | |||||
| DALTON SCHOOLS | ||||||||||||
| NONE | PC | PLEDGED GIFT TO SUPPORT THE CENTENNIAL: RAISE THE ROOF CAMPAIGN | $500,000 | 108 E 89TH ST | NEW YORK | NY | 101281502 | |||||
| EAST HARLEM TUTORIAL PROGRAM | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $605,000 | 2050 SECOND AVENUE | NEW YORK | NY | 10029 | |||||
| EAST HARLEM TUTORIAL PROGRAM | ||||||||||||
| NONE | PC | PLEDGED GIFT TO SUPPORT THE CHARTER SCHOOL FACILITY | $5,000,000 | 2050 SECOND AVENUE | NEW YORK | NY | 10029 | |||||
| EAST HARLEM TUTORIAL PROGRAM | ||||||||||||
| NONE | PC | PROGRAM SUPPORT FOR THE YEAR-END FAMILY READING PROGRAM | $33,000 | 2050 SECOND AVENUE | NEW YORK | NY | 10029 | |||||
| FAMILY SERVICE LEAGUE | ||||||||||||
| NONE | PC | PLEDGED GIFT TO SUPPORT THE HEALTH AND WELLNESS CENTER | $50,000 | 790 PARK AVENUE | HUNTINGTON | NY | 11743 | |||||
| FELICITY HOUSE | ||||||||||||
| NONE | POF | GENERAL OPERATING SUPPORT | $1,000,000 | 25 E 22ND ST | NEW YORK | NY | 10010 | |||||
| FIDELITY CHARITABLE | ||||||||||||
| NONE | PC | IN HONOR OF ELIZABETH SIMONS TO SUPPORT PUBLIC CHARITIES WHOSE MISSION ALIGN WITH THAT OF MJS FOUNDATION. | $1,000,000 | 200 SEAPORT BLVD MAIL ZONE NCW4B | BOSTON | MA | 02210 | |||||
| FOUNDATION FOR INDEPENDENT ARTISTS | ||||||||||||
| NONE | PC | PLEDGED GIFT TO SUPPORT THE GENERAL OPERATIONS OF THE BARKIN/SELISSEN PROJECT | $116,450 | 75 BROAD ST RM 304 | NEW YORK | NY | 10004 | |||||
| FUNDACION REINA SOFIA | ||||||||||||
| ZARZUELA PALACE | MADRDID | SP | 28071 | NONE | NC | GIFT TO SUPPORT THE CHARITABLE ACTIVITIES OF FUNDACION REINA SOFIA | $20,000 | |||||
| HARLEM CHILDREN'S ZONE | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | 35 EAST 125TH STREET | NEW YORK | NY | 10035 | |||||
| HUNTER COLLEGE FOUNDATION | ||||||||||||
| NONE | PC | PROGRAM SUPPORT FOR THE HUNTER SPEAKER SERIES | $250,000 | 695 PARK AVENUE HE 1304 | NEW YORK | NY | 10065 | |||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||||||
| NONE | PC | PLEDGED GIFT TO SUPPORT THE DR. MARTIN FEUER PULMONARY EDUCATIONAL FUND | $500,000 | PO BOX 4500 | NEW YORK | NY | 10029 | |||||
| INNOCENCE PROJECT | ||||||||||||
| NONE | PC | PROGRAM SUPPORT FOR THE CAMPAIGN FOR JUSTICE | $100,000 | 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | |||||
| LEARNINGSPRING SCHOOL | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | 247 E 20TH ST | NEW YORK | NY | 100031801 | |||||
| LIMROY LANE COMMUNITY FOUNDATION | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT IN RESPONSE TO COVID-19 | $500,000 | 27 WOODCREST DRIVE | ST JAMES | NY | 11780 | |||||
| LONG ISLAND COMMUNITY FOUNDATION | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | 900 WALT WHITMAN ROAD SUITE 205 | MELVILLE | NY | 11747 | |||||
| LONG ISLAND COMMUNITY FOUNDATION | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT IN RESPONSE TO COVID-19 | $100,000 | 900 WALT WHITMAN ROAD SUITE 205 | MELVILLE | NY | 11747 | |||||
| MAINE BEHAVIORAL HEALTHCARE | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT THE CENTER FOR AUTISM AND DEVELOPMENTAL DISORDERS | $200,000 | 236 GANNETT DRIVE | S PORTLAND | ME | 04106 | |||||
| MARLENE MEYERSON JCC MANHATTAN | ||||||||||||
| NONE | PC | PLEDGED GIFT TO SUPPORT THE WELLNESS PROGRAMMING | $200,000 | 334 AMSTERDAM AVE | NEW YORK | NY | 100238205 | |||||
| MARYMOUNT MANHATTAN COLLEGE | ||||||||||||
| NONE | PC | PROGRAM SUPPORT FOR THE STUDENT SCHOLARSHIP FUND | $50,000 | DEVELOPMENT OFFICE 221 E 71ST ST | NEW YORK | NY | 100214532 | |||||
| MAYOR'S FUND TO ADVANCE NEW YORK CITY | ||||||||||||
| NONE | PC | PROGRAM SUPPORT FOR THE CONNECTION 2 CARE INITIATIVE | $250,000 | 253 BROADWAY 6TH FLOOR | NEW YORK | NY | 10007 | |||||
| METROPOLITAN OPERA | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $3,500 | 30 LINCOLN CENTER | NEW YORK | NY | 100236922 | |||||
| MOREHOUSE COLLEGE | ||||||||||||
| NONE | PC | PLEDGED GIFT TO SUPPORT THE ADVANCEMENT OF MATH AND SCIENCE EDUCATION | $500,000 | 830 WESTVIEW DRIVE SW | ATLANTA | GA | 30314 | |||||
| NATIONAL MUSEUM OF MATHEMATICS | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $301,084 | 134 W 26TH ST RM 4S | NEW YORK | NY | 100016960 | |||||
| NEW YORK COMMUNITY TRUST | ||||||||||||
| NONE | PC | GIFT TO SUPPORT THE EMERGENCY CASH ASSISTANCE PROGRAM (ECAP) IN RESPONSE TO COVID-19 | $500,000 | 909 THIRD AVE 22ND FLOOR | NEW YORK | NY | 10022 | |||||
| NEW YORK PUBLIC LIBRARY | ||||||||||||
| NONE | PC | PLEDGED GIFT TO SUPPORT THE LIBRARY'S CAPITAL CAMPAIGN | $5,000,000 | 445 FIFTH AVENUE 8TH FL | NEW YORK | NY | 100160133 | |||||
| NEW YORK UNIVERSITY | ||||||||||||
| NONE | PC | PLEDGED GIFT TO SUPPORT THE DR. ALISON ESTABROOK FELLOWSHIP AT NYU | $600,000 | 105 EAST 17TH STREET 4TH FLOOR | NEW YORK | NY | 100032170 | |||||
| NORTH SHORE CHILD & FAMILY GUIDANCE CENTER | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | 480 OLD WESTBURY RD | ROSLYN HEIGHTS | NY | 11577 | |||||
| NYC HEALTH HOSPITALSMETROPOLITAN | ||||||||||||
| NONE | PC | RESTRICTED GENERAL OPERATING SUPPORT TO UPGRADE THE BIOPSY SYSTEM FOR THE RADIOLOGY DEPARTMENT | $490,700 | 1901 FIRST AVENUE | NEW YORK | NY | 10029 | |||||
| PACE UNIVERSITY | ||||||||||||
| NONE | PC | PROGRAM SUPPORT FOR THE SCHOLARSHIP FUND | $200,000 | ONE PACE PLAZA | NEW YORK | NY | 10038 | |||||
| PARTNERSHIP FOR INNER-CITY EDUCATION | ||||||||||||
| NONE | PC | GIFT TO SUPPORT THE COVID FAMILY RELIEF FUND | $250,000 | 1011 FIRST AVENUE NO 1856 | NEW YORK | NY | 10022 | |||||
| PARTNERSHIP FOR INNER-CITY EDUCATION | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | 1011 FIRST AVENUE NO 1856 | NEW YORK | NY | 10022 | |||||
| PIONEER WORKS | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | 159 PIONEER ST | BROOKLYN | NY | 112311263 | |||||
| RESEARCH FOUNDATION FOR MENTAL HYGIENE | ||||||||||||
| NONE | PC | PLEDGED GIFT TO SUPPORT THE WHITAKER FELLOWSHIP AT THE NYS PSYCHIATIC INSTITUTE. | $152,095 | 150 BROADWAY NO 301 | MENANDS | NY | 122042726 | |||||
| ROBIN HOOD FOUNDATION | ||||||||||||
| NONE | PC | GIFT TO SUPPORT THE ROBIN HOOD RELIEF FUND IN RESPONSE TO COVID-19 | $5,000,000 | 826 BROADWAY | NEW YORK | NY | 10003 | |||||
| ROBIN HOOD FOUNDATION | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT FOR RHF'S GRANTMAKING PROGRAMS | $5,600,000 | 826 BROADWAY | NEW YORK | NY | 10003 | |||||
| RONALD MCDONALD HOUSE CHARITIES NEW YORK METRO | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $1,000,000 | 26707 76TH AVE | NEW HYDE PARK | NY | 11040 | |||||
| SETAUKET NEIGHBORHOOD HOUSE | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | PO BOX 2192 | SETAUKET | NY | 11733 | |||||
| ST JOHN THE EVANGELIST RC CHURCH FOOD PANTRY | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT FOR THE EASTERN FARM WORKERS ASSOCIATION | $15,000 | C/O EASTERN FARM WORKERS 58 BEAVER | BELLPORT | NY | 11713 | DAM ROAD | ||||
| STONY BROOK FOUNDATION | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $1,500,000 | 330 ADMINISTRATION BUILDING | STONY BROOK | NY | 117941601 | |||||
| STONY BROOK FOUNDATION | ||||||||||||
| NONE | PC | PROGRAM SUPPORT FOR THE WALTER J. HAWRYS RECREATIONAL CENTER | $333,333 | 330 ADMINISTRATION BUILDING | STONY BROOK | NY | 117941601 | |||||
| STONY BROOK FOUNDATION | ||||||||||||
| NONE | PC | GIFT TO SUPPORT THE STUDENT EMERGENCY FUND IN RESPONSE TO COVID-19 | $500,000 | 330 ADMINISTRATION BUILDING | STONY BROOK | NY | 117941601 | |||||
| UNITED HOSPITAL FUND | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | 1411 BROADWAY | NEW YORK | NY | 10018 | |||||
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||||||
| NONE | PC | PLEDGED GIFT TO SUPPORT A PH.D. TRAINING PROGRAM FOR CLINICAL PSYCHOLOGY RESEARCH IN AUTISM | $450,000 | 10889 WILSHIRE BOULEVARD SUITE 1100 | LOS ANGELES | CA | 90024 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,596,684 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL STAR CODE | |||||||
| 601 W 26TH ST RM 325 | NEW YORK | NY | 100011141 | NONE | PC | PLEDGED GIFT FOR GENERAL OPERATING SUPPORT | $300,000 |
| FOUNDATION FOR INDEPENDENT ARTISTS | |||||||
| 75 BROAD ST RM 304 | NEW YORK | NY | 10004 | NONE | PC | PLEDGED GIFT TO SUPPORT THE GENERAL OPERATIONS OF THE BARKIN/SELISSEN PROJECT | $241,715 |
| MARLENE MEYERSON JCC MANHATTAN | |||||||
| 334 AMSTERDAM AVE | NEW YORK | NY | 100238205 | NONE | PC | PLEDGED GIFT TO SUPPORT THE WELLNESS PROGRAMMING | $800,000 |
| NEW YORK UNIVERSITY | |||||||
| 105 EAST 17TH STREET 4TH FLOOR | NEW YORK | NY | 100032170 | NONE | PC | PLEDGE TO SUPPORT THE DR. ALISON ESTABROOK FELLOWSHIP AT NYU | $2,400,000 |
| STONY BROOK FOUNDATION | |||||||
| 330 ADMINISTRATION BUILDING | STONY BROOK | NY | 117941601 | NONE | PC | PROGRAM SUPPORT FOR THE WALTER J. HAWRYS RECREATIONAL CENTER | $333,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,075,048 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$884,463 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$884,463 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$884,463 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES & MARILYN SIMONS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 EAST 22ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $32,700,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT THORNTON LLP | $4,800 | $0 | $0 | $4,800 |
| FISCAL MANAGEMENT ASSOCIATES, LLC | $738 | $0 | $0 | $433 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION FOR AUTISM THE NATIONAL CENTRE FOR AUTISM | |||||||||||||||
| POCKET 7 AND 8 JASOLA VIHAR | NEW DELHI | IN | 110 025 | 2020-02-03 | $10,000 | GIFT TO SUPPORT THE CHARITABLE ACTIVITIES OF ACTION FOR AUTISM FOR WORLD AUTISM AWARENESS DAY | $5,063 | NO | 3/15/20, 5/19/21 | 2020-12-31 | THE GRANTEE HAS CERTIFIED THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | ||||
| FUNDACION REINA SOFIA | |||||||||||||||
| ZARZUELA PALACE | MADRID | SP | 28071 | 2020-06-08 | $20,000 | GIFT TO SUPPORT THE CHARITABLE ACTIVITIES OF FUNDACION REINA SOFIA | $10,000 | NO | 4/30/21 | 2020-12-31 | THE GRANTEE HAS CERTIFIED THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | ||||
| AUTISM CARE NEPAL | |||||||||||||||
| PO BOX 10918 LAZIMPAT | KATHMANDU | NP | 44600 | 2017-03-21 | $40,000 | PLEDGED GIFT TO SUPPORT THE CHARITABLE ACTIVITIES OF AUTISM CARE NEPAL | $30,000 | NO | 12/31/20, 12/31/21 | 2020-12-31 | THE GRANTEE HAS CERTIFIED THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | ||||
| FELICITY HOUSE | |||||||||||||||
| 2019-12-01 | $1,000,000 | GIFT TO SUPPORT AUTISM PROGRAM FOR WOMEN | $1,000,000 | NO | 1/31/21 | 2020-12-31 | THE GRANTEE HAS CERTIFIED THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | 25 EAST 22ND STREET | NEW YORK | NY | 10010 | ||||
| FELICITY HOUSE | |||||||||||||||
| 2020-12-01 | $1,000,000 | GIFT TO SUPPORT AUTISM PROGRAM FOR WOMEN | $0 | NO | 1/31/22 | 2020-12-31 | THE GRANTEE HAS CERTIFIED THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | 25 EAST 22ND STREET | NEW YORK | NY | 10010 | ||||
| YORK UNIVERSITY | |||||||||||||||
| 4700 KEELE STREET | TORONTO | CA | M3JI | 2016-10-06 | $1,000,000 | TO SUPPORT THE ACTIVITIES OF THE FACULTY OF SCIENCE | $1,000,000 | NO | 12/31/19, 12/31/20 | 2020-12-31 | THE GRANTEE HAS CERTIFIED THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | ||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| DEPRECIATION | 990-PF, PART I, LINE 19 | FURNITURE & EQUIPMENT - DEPRECIATION - $783 |
| FIXED ASSETS | FORM 990-PF, PART II, LINE 14 | FURNITURE & EQUIPMENT - $7,148TOTAL COST BASIS - $7,148ACCUMULATED DEPRECIAITON - $7,148NET FIXED ASSETS - $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,696,592 | BookValueAmt |
| EOYFMV | $1,696,592 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB, BLOCK & PARTNERS LLP | CategoryTxt |
| Legal Fees | $2,435 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,435 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM INVESTMENT | Desc |
| BOY Book Value | $2,442,567 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHARITABLE EVENTS | $0 | $0 | $0 | $3,124 |
| EQUIPMENT RENTAL | $350 | $0 | $0 | $350 |
| OFFICE EXPENSES | $203 | $0 | $0 | $741 |
| POSTAGE & DELIVERY | $198 | $0 | $0 | $223 |
| FILING FEES | $100 | $0 | $0 | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PORTFOLIO LOSS FROM INVESTMENT IN LIMITED PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$7,961 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $81,055 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX LIABILITY | $0 | $1,126 |
| DEFERRED RENT | $1,972 | $0 |
| CURRENT TAX PAYABLE | $3,379 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PHILANTHROPIC MGMT. ADVISING | $109,574 | $0 | $0 | $54,244 |
| INFORMATION TECH SERVICES | $13,271 | $0 | $0 | $13,271 |
| OTHER CONSULTING | $350 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX PROVISION | $926 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $2,275 | $0 | $0 |
Comments