SIMONS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SIMONS FOUNDATION INC (EIN 13-3794889)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-09
- IRS object ID
- 201933139349100603
- Schema version
- 2018v3.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Decreases 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 | 2019-11-09T16:08:59-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-04 | 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 |
| Preparation | 2019-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.136.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377520193135000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BB689B47C4810116FFAF734305B3B6F212C66569 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 979609585EDF7A80B261DC170E7F22891F321D40 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,661,971,193 | 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 | $222,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $847,121 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $847,121 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $662 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $87,717 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $86,581 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,638 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $217,926,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $200,062,444 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $196,966,342 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,011,615 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $118,139,692 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $441,873,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $316,040,398 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,041,729 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,041,729 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $38,779,194 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $38,892,516 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,598,901 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,548,977 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $622,403 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $628,325 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $189,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $45,535 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $215,315 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,068,622 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,482 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,025,402 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,669 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,745,157 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,173,206 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $220,469 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,112,465 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $13,351,089 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,581,359 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,592,213 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,567,123 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $602,642 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $465,014 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,567,377 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,668,148 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,037,113 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $131,702,360 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,709,791 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $115,002,873 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $232,615,024 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,753,107 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $364,317,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,709,791 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $369,755,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,556,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $306,330,607 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $238,446,434 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $137,133,357 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $137,133,357 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $186,815 | AcctRcvblAmt |
| Acct Rcvbl BOY | $26,036 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $186,815 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $186,815 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $866,199 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,848,283 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,848,283 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $4,893 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,670 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,670 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,830,061,919 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,085,488,001 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,085,488,001 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $461,751,727 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,881,209 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $246,719,463 | LandBOYAmt |
| Land EOY | $428,870,518 | LandEOYAmt |
| Land EOYFMV | $428,870,518 | LandEOYFMVAmt |
| Other Assets BOY | $62,986 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,440,549 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,440,549 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,316,187,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,661,971,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,661,971,193 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,278,481 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $15,835,419 | AccountsPayableEOYAmt |
| Grants Payable BOY | $545,164,348 | GrantsPayableBOYAmt |
| Grants Payable EOY | $520,106,239 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $110,000,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $176,178,544 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $165,605,284 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $734,621,373 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $811,546,942 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,581,566,557 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,850,424,251 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,581,566,557 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,850,424,251 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,316,187,930 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,661,971,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,581,566,557 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,556,602 | ExcessRevenueOverExpensesAmt |
| Other Increases | $327,444,764 | OtherIncreasesAmt |
| Subtotal | $2,986,567,923 | SubtotalAmt |
| Other Decreases | $136,143,672 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,850,424,251 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| LONG-TERM CAPITAL GAIN FROM LPS | P | $24,681,438 | |||
| SHORT-TERM CAPITAL GAIN FROM LPS | P | $4,579,664 | |||
| LESS SHORT-TERM CAPITAL GAIN FROM UBTI | P | -$5,636 | |||
| LESS LONG-TERM CAPITAL GAIN FROM UBTI | P | -$61,869 | |||
| LESS 1231 GAIN FROM UBTI | P | -$357,973 | |||
| FUND-OF-FUND INVESTMENT SALE 1 | P | $168,078,244 | $200,000,000 | $31,921,756 | $168,078,244 |
| FUND-OF-FUND INVESTMENT SALE 2 | P | $52,474 | $62,444 | $9,970 | $52,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $196,966,342 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $354,047,942 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,843,625,435 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.124506 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $302,247,966 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,715,724,823 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.111296 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $276,544,942 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,459,437,453 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.112442 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $265,715,246 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,092,304,588 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.126996 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $206,778,839 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,078,519,607 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099484 | DistributionYr5Rt |
| Total Distribution | 0.574724 | TotalDistributionRt |
| Average Distribution | 0.114945 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,082,949,716 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $354,369,655 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,063,306 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $357,432,961 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $380,955,445 | 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 | $3,063,306 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,063,306 | SubtotalAmt |
| Tax Based On Investment Income | $3,063,306 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,300,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,800,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,736,694 | OverpaymentAmt |
| Applied To ES Tax | $1,736,694 | AppliedToESTaxAmt |
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 |
| Gerald Fischbach | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | trustee/Chief Scientist | 40.0 | $500,019 | $50,351 | $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 | $5,000 | $0 | $0 |
| Peter B Littlewood | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | Trustee | 1.0 | $4,000 | $0 | $0 |
| William H Press | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | Trustee | 1.0 | $8,000 | $0 | $0 |
| Marlow Kee | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | CFO/Secretary | 40.0 | $415,151 | $50,207 | $0 |
| Shirley Tilghman | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | Trustee | 1.0 | $4,000 | $0 | $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 OF SFARI | 40.0 | $600,023 | $50,351 | $0 |
| ANTOINE GEORGES | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | DIRECTOR CCQ | 30.0 | $491,000 | $215,611 | $0 |
| ALEX LASH | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | CHIEF INFORMATICS | 40.0 | $475,076 | $47,885 | $0 |
| MARIAN CARLSON | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | DIR. OF LIFE SCIENCE | 40.0 | $450,017 | $32,987 | $0 |
| LESLIE GREENGARD | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | DIRECTOR CCB | 40.0 | $425,049 | $22,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 287 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Regeneron Pharmaceuticals Inc | ||||||||||
| 777 Old Saw Mill River Road | TARRYTOWN | NY | 10591 | Genetic Sequence Svc | $5,591,718 | |||||
| DNA Genotek Inc | ||||||||||
| Genetic Sequence Svc | $1,815,479 | 3000 - 500 PALLADIUM DRIVE | OTTAWA | ONTARIO | CA | ONK2V 1C2 CA | ||||
| MSA Security Ltd | ||||||||||
| 9 Murray Street 2nd Floor | NEW YORK | NY | 10007 | security services | $1,519,448 | |||||
| PreventionGenetics LLC | ||||||||||
| 3800 South Business Park Ave | MARSHFIELD | WI | 54449 | genotyping services | $1,341,149 | |||||
| Bootstrap Agency LLC | ||||||||||
| 321 North Fullerton 2 | MONTCLAIR | NJ | 07042 | Program Consulting | $1,280,700 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 36 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FLATIRON INSTITUTE - SEE ATTACHMENT 21 | Description1Txt |
| Expenses1 | $42,234,391 | Expenses1Amt |
| Description2 | SIMONS AUTISM RESEARCH INITIATIVE - SEE ATTACHMENT 21 | Description2Txt |
| Expenses2 | $15,897,806 | Expenses2Amt |
| Description3 | OUTREACH & EDUCATION - SEE ATTACHMENT 21 | Description3Txt |
| Expenses3 | $5,020,065 | Expenses3Amt |
| Description4 | LIFE SCIENCES - SEE ATTACHMENT 21 | Description4Txt |
| Expenses4 | $2,361,628 | Expenses4Amt |
| 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 | $2,931,422,299 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,689,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $67,786,560 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,129,898,189 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,129,898,189 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,948,473 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,082,949,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $154,147,486 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $154,147,486 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,063,306 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $46,837 | IncomeTaxAmt |
| Total Tax | $3,110,143 | TotalTaxAmt |
| Distributable Before Adj | $151,037,343 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,114,292 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $153,151,635 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $153,151,635 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $369,755,980 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $11,199,465 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $380,955,445 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,063,306 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $377,892,139 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,151,635 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $102,400,876 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $164,242,254 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $103,251,274 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $89,687,122 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,274,674 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $473,856,200 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $380,955,445 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $222,000,000 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $153,151,635 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,803,810 | RemainingDistriFromCorpusAmt |
| Total Corpus | $701,660,010 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $222,000,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $102,400,876 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $377,259,134 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $164,242,254 | ExcessFromYear4Amt |
| Excess From Year3 | $103,251,274 | ExcessFromYear3Amt |
| Excess From Year2 | $89,687,122 | ExcessFromYear2Amt |
| Excess From Year1 | $14,274,674 | ExcessFromYear1Amt |
| Excess From Current Year | $5,803,810 | 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 | 160 fifth avenue | AddressLine1Txt |
| City | New York | 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 | $254,753,107 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,753,107 | 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 | 160 5th avenue | AddressLine1Txt |
| City | New York | 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 | $207,179,818 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $207,179,818 | 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 | $847,121 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $662 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,136 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $86,581 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $425,478 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $219,127,224 | 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 | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd |
|---|---|---|---|---|---|
| REBATES | $0 | 01 | $79,929 | $0 | |
| MISCELLANEOUS INCOME | 01 | $1,126 | |||
| REAL ESTATE TAX RECOVERY | 01 | $65,668 | |||
| ROYALTY INCOME | 15 | $73,400 | |||
| UNRELATED BUSINESS INCOME TAX REFUNDS | 01 | $791,492 | |||
| PORTFOLIO LOSS FROM INVESTMENTS IN LPS | -$1,625,831 | 525990 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,199,217 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $221,073,203 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $219,873,986 | 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 | $222,000,000 | 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 |
|---|---|---|---|---|
| KPMG LLP | $88,500 | $35,400 | $0 | $56,100 |
| GRANT THORNTON, LLP | $101,350 | $10,135 | $0 | $159,215 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gerald Fischbach | PersonNm |
| Short Explanation | CHIEF SCIENTIST, GERALD FISCHBACH, UNDERTAKES A DUAL ROLE AT THE SIMONS FOUNDATION. THE COMPENSATION REPORTED ON THE FORM 990-PF IS PAID FOR SERVICES RENDERED AS AN EMPLOYEE OF THE FOUNDATION. DR. FISCHBACH IS NOT COMPENSATED IN HIS CAPACITY AS A BOARD DIRECTOR. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | FMV | $668,942,769 | $668,942,769 |
| PRIVATE EQUITY FUNDS | FMV | $478,549,109 | $478,549,109 |
| INVESTMENT IN SUBSIDIARY | FMV | $1,937,996,123 | $1,937,996,123 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (13 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LOEB BLOCK & PARTNERS | $106,157 | $0 | $0 | $152,201 |
| PHILLIPS NIZER LLP | $11,199 | $0 | $0 | $20,305 |
| COOLEY LLP | $76,622 | $0 | $0 | $60,695 |
| BRODY & BROWNE LLP | $134,477 | $0 | $0 | $113,816 |
| SCHANER & LUBITZ, PLLC | $19,606 | $0 | $0 | $5,894 |
| FRAGOMEN, DEL REY, BERNSEN, | ||||
| LOEWY LLP | $170,192 | $0 | $0 | $197,424 |
| MORGAN, LEWIS & BOCKIUS LLP | $18,119 | $0 | $0 | $18,119 |
| ROPES & GRAY, LLP | $25,748 | $0 | $0 | $4,463 |
| PRINCE LOBEL TYE LLP | $16,929 | $0 | $0 | $17,365 |
| FOX ROTHSCHILD LLP | $29,320 | $0 | $0 | $25,451 |
| CUSHMAN & WAKEFIELD, INC. | $4,000 | $0 | $0 | $4,000 |
| DOUGLAS COBLENS | $10,034 | $0 | $0 | $8,592 |
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 (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM THIRD PARTIES | $62,830 | $1,440,379 | $1,440,379 |
| DUE FROM AFFILIATES | $156 | $170 | $170 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN NET UNREALIZED APPRECIATION | $0 |
| OF INVESTMENTS | $136,143,672 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INFORMATION TECHNOLOGY | $7,814,908 | $0 | $0 | $7,607,726 |
| WEB DESIGN & COMMUNICATIONS | ||||
| EXPENSES | $2,929,621 | $0 | $0 | $2,765,667 |
| DIGITAL ADVERTISING | $332,415 | $332,415 | ||
| INVESTMENT EXPENSES FROM LPS | $0 | $7,668,148 | $0 | $0 |
| OFFICE EXPENSES | $4,877,322 | $0 | $0 | $2,356,611 |
| PROGRAM SUPPORT SERVICE | $7,190,001 | $0 | $0 | $7,371,651 |
| GENOME SEQUENCING | $3,406,696 | $0 | $0 | $3,314,005 |
| HONORARIUM EXPENSES | $539,658 | $0 | $0 | $448,963 |
| INSURANCE | $688,249 | $0 | $0 | $431,500 |
| SECURITY EXPENSE | $1,546,118 | $0 | $0 | $1,511,837 |
| GRANT RESEARCH SERVICES | $1,699,817 | $0 | $0 | $5,896,022 |
| CAPITAL LEASE AMORTIZATION | ||||
| EXPENSE | $4,540,670 | $0 | $0 | $0 |
| EXPENSE REIMBURSMENTS FOR | ||||
| GRANTEE | $1,902 | $0 | $0 | $716 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Rebates | $79,929 | $0 | $0 |
| Miscellaneous income | $1,126 | $1,126 | |
| Real Estate Tax Recovery | $65,668 | ||
| Royalty Income | $73,400 | $73,400 | |
| Ordinary Income from Investments in | |||
| Limited Partnerships | $0 | $15,715,655 | $0 |
| irc Section 965(A) Inclusion | |||
| from pass-thru investments | $42,393 | ||
| Unrelated Business Income Tax Refunds | $791,492 | $0 | $0 |
| Unrelated Business Loss (Investment) | |||
| reported on Form 990-T | $0 | $1,625,831 | $0 |
| Subpart F Income Inclusion | $100,681,287 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED GAIN ON INVESTMENT IN | $0 |
| 100% OWNED SUBSIDIARY | $327,444,764 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX LIABILITY | $22,190,706 | $12,048,974 |
| DEFERRED RENT LIABILITY | $2,852,656 | $145,487 |
| CAPITAL LEASE LIABILITY | $151,135,182 | $153,410,823 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HUMAN RESOURCES CONSULTING | $326,835 | $0 | $0 | $340,752 |
| RECRUITING FEES | $174,970 | $0 | $0 | $171,923 |
| EMPLOYEE TRAINING/DEVELOPMENT | $37,942 | $0 | $0 | $27,412 |
| PAYROLL SERVICES | $23,067 | $0 | $0 | $20,135 |
| INVESTMENT MANAGEMENT FEES | $30,482 | $30,482 | $0 | $0 |
| AGENCY PLACEMENT FEES | $269,049 | $0 | $0 | $253,299 |
| MISCELLANEOUS CONSULTING | $206,277 | $0 | $0 | $211,881 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CURRENT & DEFERRED FEDERAL | ||||
| EXCISE TAX PROVISION | $3,886,637 | $0 | $0 | $0 |
| UNRELATED BUSINESS INCOME TAX | $286,569 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $220,469 | $0 | $0 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (3 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 | $1,660,000 | 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | ||||
| Foundation Associates LLC | ||||||||||
| 463285543 | Grant to Support Charitable Mission | $1,800,000 | 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,460,000 | TotalAmt |
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