SIMONS FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: SIMONS FOUNDATION INC (EIN 13-3794889)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-13
IRS object ID: 202043189349102684
Schema version: 2019v5.1
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
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Other Schedule2
Legal Fees Schedule
Mortgages And Notes Payable Sch
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule
Transfers To Controlled Entities

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-13T12:59:14-06:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 AVENUE 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	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	133794889	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE SIMONS FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% MARLOW KEE	InCareOfNm
Business Name Control	SIMO	BusinessNameControlTxt
Phone	6466540066	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	160 FIFTH AVENUE 7TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10010	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARLOW KEE	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	6466540066	PhoneNum
Signature	2020-11-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Scott Thompsett	PreparerPersonNm
PTIN	P00741490	PTIN
Phone	2125990100	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	71.232.176.125	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	26377520203185000005	FederalOriginalSubmissionId
Federal Original Submission Id	2020-11-13	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	F8E25777DF00157D73DA55E6CE52E42E1968B2B6	AtSubmissionCreationDeviceId
At Submission Filing Device Id	D630D68E957553469DE07FA9F3B9F7290754183B	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$4,015,531,241	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	$120,000,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2,346,805	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,346,805	InterestOnSavNetInvstIncmAmt
Gross Rents Rev And Expnss	$2,719,634	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$816,543	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	-$1,067,567	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$398,048,640	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$413,996,899	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$295,552,341	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$545,761	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$471,116,499	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$523,660,840	TotalRevAndExpnssAmt
Total Net Invst Incm	$769,832,188	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$936,738	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$936,738	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$46,557,974	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$46,570,106	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$15,204,054	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$14,583,667	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$1,006,960	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$1,079,297	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$207,560	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$103,845	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$94,315	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,696,872	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$20,739	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$1,620,478	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$185	InterestRevAndExpnssAmt
Interest Net Invst Incm	$1,342,770	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$8,642,253	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$178,463	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$7,702	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$25,542,099	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$524,924	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$14,962,952	OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl	$13,528,734	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$14,003,805	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$14,351,020	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$247,836	PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl	$409,720	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$40,099,469	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3,380,602	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$28,517,391	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$169,108,757	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$5,551,343	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$121,699,168	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$319,927,868	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$295,796,848	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$489,036,625	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$5,551,343	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$417,496,016	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$34,624,215	ExcessRevenueOverExpensesAmt
Net Investment Income	$764,280,845	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$96,193,323	CashBOYAmt
Cash EOY	$99,603,387	CashEOYAmt
Cash EOYFMV	$99,603,387	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$40,940,034	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$40,980,333	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$40,980,333	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$1,350	AcctRcvblAmt
Acct Rcvbl EOY	$1,350	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$1,350	AcctRcvblEOYFMVAmt
Prepaid Expenses BOY	$7,542,727	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$15,022,006	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$15,022,006	PrepaidExpensesEOYFMVAmt
Corporate Bonds BOY	$3,670	CorporateBondsBOYAmt
Corporate Bonds EOY	$0	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$0	CorporateBondsEOYFMVAmt
Other Investments BOY	$3,085,488,001	OtherInvestmentsBOYAmt
Other Investments EOY	$3,437,394,207	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,437,394,207	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$471,794,913	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$53,805,777	LandBldgEquipAccumDeprecAmt
Land BOY	$428,870,518	LandBOYAmt
Land EOY	$417,989,136	LandEOYAmt
Land EOYFMV	$417,989,136	LandEOYFMVAmt
Other Assets BOY	$2,932,920	OtherAssetsBOYAmt
Other Assets EOY	$4,540,822	OtherAssetsEOYAmt
Other Assets EOYFMV	$4,540,822	OtherAssetsEOYFMVAmt
Total Assets BOY	$3,661,971,193	TotalAssetsBOYAmt
Total Assets EOY	$4,015,531,241	TotalAssetsEOYAmt
Total Assets EOYFMV	$4,015,531,241	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$15,835,419	AccountsPayableBOYAmt
Accounts Payable EOY	$23,852,967	AccountsPayableEOYAmt
Grants Payable BOY	$520,106,239	GrantsPayableBOYAmt
Grants Payable EOY	$541,689,492	GrantsPayableEOYAmt
Deferred Revenue EOY	$209,889	DeferredRevenueEOYAmt
Mortgages And Notes Payable BOY	$110,000,000	MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY	$110,000,000	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$165,605,284	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$170,959,942	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$811,546,942	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$846,712,290	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$2,850,424,251	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$3,168,818,951	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,850,424,251	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,168,818,951	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,661,971,193	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$4,015,531,241	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,850,424,251	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$34,624,215	ExcessRevenueOverExpensesAmt
Other Increases	$283,770,485	OtherIncreasesAmt
Subtotal	$3,168,818,951	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$3,168,818,951	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FUND-OF-FUND INVESTMENT SALE - FUND #1	P	$379,663,436	$135,559,939	$244,103,497	$244,103,497
FUND-OF-FUND INVESTMENT SALE - FUND #2	P	$24,913	$4,058	$20,855	$20,855
FUND LIQUIDATION (FUND #3)	P	$34,308,550		$34,308,550	$34,308,550
LONG-TERM CAPITAL GAIN FROM LPS	P			$22,124,689
SHORT-TERM CAPITAL LOSS FROM LPS	P			-$4,364,777
SECTION 1231 GAIN FROM LPS	P			$106,554
LESS SHORT-TERM CAPITAL GAIN FROM UBTI	P			-$76,660
LESS LONG-TERM CAPITAL GAIN FROM UBTI	P			-$65,096
LESS 1231 GAIN FROM UBTI	P			-$605,271

Field	Value	IRS element (for citing)
Capital Gain Net Income	$295,552,341	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$377,892,139	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$3,082,949,716	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.122575	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$354,047,942	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$2,843,625,435	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.124506	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$302,247,966	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$2,715,724,823	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.111296	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$276,544,942	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$2,459,437,453	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.112442	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$265,715,246	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$2,092,304,588	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.126996	DistributionYr5Rt
Total Distribution	0.597815	TotalDistributionRt
Average Distribution	0.119563	AverageDistributionRt
Net Vl Noncharitable Assets	$3,357,621,427	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$401,447,291	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$7,642,808	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$409,090,099	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$428,477,662	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$7,642,808	InvestmentIncomeExciseTaxAmt
Subtotal	$7,642,808	SubtotalAmt
Tax Based On Investment Income	$7,642,808	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,335,779	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$6,335,779	TotalPaymentsAndCreditsAmt
Tax Due	$1,307,029	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	Yes (true)	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	www.simonsfoundation.org	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	MARLOW KEE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6466540066	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	160 FIFTH AVENUE 7TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10010	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	Yes (true)	ForeignAccountsQuestionInd
Foreign Country	BD	ForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (true)	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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
Marilyn Simons
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	president/trustee	40.0	$0	$0	$0
James Simons
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	chairman of the board	30.0	$0	$0	$0
Mark Silber
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	trustee	1.0	$0	$0	$0
David Eisenbud
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	trustee	1.0	$5,000	$0	$0
Margaret Hamburg
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	Trustee	1.0	$4,000	$0	$0
Peter B Littlewood
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	Trustee	1.0	$8,000	$0	$0
William H Press
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	Trustee	1.0	$8,000	$0	$0
Shirley Tilghman
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	trustee	1.0	$4,000	$0	$0
marlow kee
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	CFO/SECRETARY	40.0	$427,018	$50,907	$0
Euan Robertson
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	COO (as of 04/2019)	40.0	$375,622	$54,190	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
LOUIS REICHARDT
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	DIRECTOR, SFARI	40.0	$603,731	$50,907	$0
MARIAN CARLSON
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	DIR LIFE SCIENCES	40.0	$603,224	$50,907	$0
DAVID SPERGEL
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	DIRECTOR, CCA	40.0	$547,562	$61,987	$0
ALEX LASH
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	CHIEF INFO. OFFICER	40.0	$495,954	$50,907	$0
ANTOINE GEORGES
160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010	DIRECTOR, CCQ	30.0	$493,322	$50,907	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	347	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd
PreventionGenetics LLC
3800 sOUTH bUSINESS pARK aVE	MARSHFIELD	WI	54449	GENOTYPING SERVICES	$1,738,634
DNA GENOTEK INC
				GENETIC SEQUENCE SVC	$1,703,721	3000 - 500 PALLADIUM DRIVE	OTTAWA	ONTARIO	CA	ONK2V 1C2
MSA Security Ltd
9 MURRAY STREET 2ND FLOOR	NEW YORK	NY	10007	SECURITY SERVICES	$1,532,114
Bootstrap Agency LLC
321 North Fullerton 2	MONTCLAIR	NJ	07042	Program Consulting	$1,399,863
Loeb Block & Partners LLP
505 Park Avenue	NEW YORK	NY	10022	Legal Services	$348,932

Field	Value	IRS element (for citing)
Contractor Paid Over50k	43	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	SEE ATTACHMENT 21 FOR DETAILED BREAKOUT BY ACTIVITY	Description1Txt
Expenses1	$75,222,820	Expenses1Amt

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,262,899,176	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$125,213,544	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$67,786,521	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,455,899,241	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$47,146,523	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,408,752,718	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$51,131,291	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,357,621,427	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$167,881,071	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$167,881,071	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$7,642,808	TaxBasedOnInvestmentIncomeAmt
Income Tax	$115,060	IncomeTaxAmt
Total Tax	$7,757,868	TotalTaxAmt
Distributable Before Adj	$160,123,203	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$4,229,651	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$164,352,854	DistributableBeforeDedAmt
Distributable As Adjusted	$164,352,854	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$417,496,016	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$10,981,646	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$428,477,662	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$7,642,808	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$420,834,854	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$164,352,854	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2017	PriorYear1Yr
Prior Year2	2016	PriorYear2Yr
Prior Year3	2015	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$164,242,254	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$103,251,274	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$89,687,122	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$14,274,674	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$5,803,810	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$377,259,134	TotalExcessDistributionCyovAmt
Qualifying Distributions	$428,477,662	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Treated As Distri From Corpus	$120,000,000	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$164,352,854	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$144,124,808	RemainingDistriFromCorpusAmt
Total Corpus	$641,383,942	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$120,000,000	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$164,242,254	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$357,141,688	ExcessDistriCyovToNextYrAmt
Excess From Year4	$103,251,274	ExcessFromYear4Amt
Excess From Year3	$89,687,122	ExcessFromYear3Amt
Excess From Year2	$14,274,674	ExcessFromYear2Amt
Excess From Year1	$5,803,810	ExcessFromYear1Amt
Excess From Current Year	$144,124,808	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JAMES AND MARILYN SIMONS	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEE Attachment 18	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	SEE ATTACHMENT 18	AddressLine1Txt
City	SEE ATTACHMENT	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10010	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	None	RecipientRelationshipTxt
Grant Or Contribution Purpose	grants paid	GrantOrContributionPurposeTxt
Amt	$295,796,848	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$295,796,848	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEE Attachment 19	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	SEE ATTACHMENT 19	AddressLine1Txt
City	SEE ATTACHMENT	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10010	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	none	RecipientRelationshipTxt
Grant Or Contribution Purpose	grants approved	GrantOrContributionPurposeTxt
Amt	$265,828,088	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$265,828,088	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,346,805	ExclusionAmt

Field	Value	IRS element (for citing)
Div And Int From Sec Part VII		DivAndIntFromSecPartVIIGrp

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

Field	Value	IRS element (for citing)
Business	531120	BusinessCd
Unrelated Business Taxbl Incm	-$747,041	UnrelatedBusinessTaxblIncmAmt
Exclusion	16	ExclusionCd
Exclusion	-$320,526	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	525990	BusinessCd
Unrelated Business Taxbl Incm	$747,027	UnrelatedBusinessTaxblIncmAmt
Exclusion	18	ExclusionCd
Exclusion	$397,892,481	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (6 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
REBATES/REFUNDS	01	$157,972
EXCISE TAX REFUND	01	$333,919
UNRELATED BUSINESS INCOME TAX REFUNDS	01	$39,844
MISCELLANEOUS INCOME	01	$11,330
ROAYLTY INCOME	15	$2,696
UNRELATED BUSINESS LOSS FROM INVESTMENTS IN LPS			525990	-$590,868

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$590,882	UnrelatedBusinessTaxblIncmAmt
Exclusion	$400,464,521	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$399,873,639	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	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 Person	James and Marilyn Simons	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	160 5th Avenue 7th Floor	AddressLine1Txt
City	New York	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10010	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$120,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
KPMG LLP	$112,500	$50,625	$50,375
GRANT THORNTON, LLP	$95,060	$53,220	$43,940

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	US AGENCY BOND	BondNm
EOY Book Value	$0	EOYBookValueAmt
EOYFMV	$0	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
HEDGE FUNDS	FMV	$901,276,301	$901,276,301
PRIVATE EQUITY FUNDS	FMV	$631,366,954	$631,366,954
INVESTMENT IN SUBSIDIARY	FMV	$1,904,750,952	$1,904,750,952

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (18 entries)

CategoryCategoryTxt	Legal FeesLegalFeesAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AZB & PARTNERS	$3,724	$3,724
BRODY & BROWNE LLP	$181,197	$210,344
COOLEY LLP	$48,744	$59,322
CUMMINGS & LOCKWOODS LLC	$1,450	$1,450
DOUGLAS COBLENS	$79,264	$79,212
FOX ROTHSCHILD LLP	$0	$3,869
FRAGOMEN, DEL REY, BERNSEN,
LOEWY LLP	$170,150	$165,280
K&L GATES LLP	$16,614	$16,614
LOEB BLOCK & PARTNERS	$297,071	$302,163
MORGAN, LEWIS & BOCKIUS LLP	$15,127	$14,742
PHILLIPS NIZER LLP	$73,269	$73,269
PRINCE LOBEL TYE LLP	$17,770	$12,101
ROPES & GRAY, LLP	$38,456	$62,284
SCHANER & LUBITZ, PLLC	$49,581	$59,194
WILLIAM CUTLER PICKERING HALE
AND DORR LLP	$2,346	$2,346
OTHER MISC. FEES	$12,197	$13,383

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

Note Payable NotePayableGrp

Lender Name LenderNameGrp

Field	Value	IRS element (for citing)
Person	MIDLAND LOAN SERVICES	PersonNm

Field	Value	IRS element (for citing)
Loan Original	$110,000,000	LoanOriginalAmt
Balance Due	$110,000,000	BalanceDueAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
DUE FROM THIRD PARTIES	$1,440,379	$1,192,519	$1,192,519
DUE FROM AFFILIATES	$186,984	$392,062	$392,062
ESCROW RESERVES	$1,305,557	$2,956,241	$2,956,241

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Net Investment IncomeNetInvestmentIncomeAmt
DIRECT PROGRAM	$12,001,435	$7,235,286
GENOME SEQUENCING	$4,274,598	$2,543,027
SANDBOX FILMS PRODUCTION	$1,240,235	$1,240,235
IT	$8,396,233	$8,051,502	$0
OFFICE	$5,787,947	$3,745,648
PUBLIC RELATIONS &
COMMUNICATIONS	$4,605,996	$3,816,130	$0
STAFF DEVELOPMENT & SUPPORT	$1,754,171	$1,885,563
RENTAL OPERATIONS	$2,038,854		$0	$291,619
INVESTMENT EXEPENSES FROM LPS				$3,088,983

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (11 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Net Investment IncomeNetInvestmentIncomeAmt
Rebates	$157,972	$0
miscellaneous income	$11,330
Royalty Income	$2,696	$0	$2,696
PORTFOLIO INCOME FROM LPS			$5,254,908
irc section 965(a) inclusion
from pass-throughs			$7,160
Unrelated Business Income Tax Refunds	$39,844	$0
excise tax refunds	$333,919
Less: unrelated business taxable
loss from investments			$590,868
subpart f income inclusion			$465,260,867

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (4 entries)

DescDesc	AmtAmt
NET UNREALIZED GAIN ON INVESTMENT IN	$0
100% OWNED SUBSIDIARY	$276,754,830
CHANGES IN NET UNREALIZED APPRECIATION	$0
OF INVESTMENTS	$7,015,655

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
DEFERRED RENT LIABILITY	$145,487	$96,726
CAPITAL LEASE LIABILITY	$153,410,823	$154,983,474
DEFERRED EXCISE TAX LIABILITY	$12,048,974	$15,879,742

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (12 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Net Investment IncomeNetInvestmentIncomeAmt
PROGRAM CONSULTING	$136,351	$139,741
GRANTS MANAGEMENT SERVICES	$75,085	$75,085
HUMAN RESOURCES CONSULTING	$553,145	$534,442	$0
EMPLOYEE TRAINING/DEVELOPMENT	$232,054	$226,304
RECRUITING FEES	$120,347	$127,786	$0
AGENCY PLACEMENT FEES	$35,643	$51,393
PAYROLL SERVICES	$19,012	$23,110
FACILITIES CONSULTING & DUE
DILLIGENCE	$360,182	$314,181
IT CONSULTING	$65,775	$58,875
INVESTMENT MANAGEMENT FEES	$20,739		$0	$20,739
MISCELLANEOUS CONSULTING	$78,539	$69,561	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CURRENT & DEFERRED FEDERAL
EXCISE TAX PROVISION	$8,291,653	$0	$0	$0
UNRELATED BUSINESS INCOME TAX	$342,898		$0	$0
REAL ESTATE TAXES	$7,702			$7,702
FOREIGN TAXES (K-1S)		$178,463	$0	$0

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp (5 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	EINEIN	DescDesc	AmtAmt	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd
Helicoid Investment limited
C/O HAMILTON TRUST MGMT CO LTD	PALM GROVE HOUSE ROAD TOWN	TORTOLA, BVI	CJ	990688931	NO TRANSFERS	$0
Clinical Research Associates LLC
				463285474	Grant to Support Charitable Mission	$3,160,000	160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010
Foundation Associates LLC
				463285543	Grant to Support Charitable Mission	$2,131,421	160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010
Sandbox Films LLC
				832846472	GRANT TO SUPPORT CHARITABLE MISSION	$1,240,235	160 FIFTH AVENUE 7TH FLOOR	NEW YORK	NY	10010
alabama flats llc
				844179443	prepaid deposit on building purchase	$10,375,000	160 fifth avenue 7th floor	new york	NY	10010

Field	Value	IRS element (for citing)
Total	$16,906,656	TotalAmt

SIMONS FOUNDATION INC: Form 990PF, tax year 2019

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (6 entries)

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (18 entries)

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

Note Payable NotePayableGrp

Lender Name LenderNameGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (11 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (4 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (12 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp (5 entries)

Comments