2018-11-14T13:24:24-06:00 2017-12-31 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990PF 2017-01-01 133794889 THE SIMONS FOUNDATION INC % MARLOW KEE SIMO 6466540066 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 MARLOW KEE treasurer 6466540066 2018-11-14 true Scott Thompsett P00741490 2125990100 2018-11-14 209.220.136.124 26377520183185000026 2018-11-14 P BB689B47C4810116FFAF734305B3B6F212C66569 BB689B47C4810116FFAF734305B3B6F212C66569 2017 2019-02-21 02:37:17Z X 3316187930 X 221459214 22165 22165 285570863 305237670 254877170 41333 1049774671 0 507093575 1304674006 0 1019029 0 0 1019029 30180244 30070149 9011523 9120062 762006 0 0 786767 451710 92199 0 344301 1133191 59526 0 1200192 8764 781704 5204493 170901 0 0 6696644 13220692 11542545 9356570 9365056 342962 360864 33621006 8432522 0 29134388 111008834 9536852 0 92943353 295437566 272079587 406446400 9536852 0 365022940 100647175 1295137154 0 122852607 238446434 238446434 26036 224361 26036 26036 621744 866199 866199 6989 4893 4893 2696500371 2830061919 2830061919 268129771 21410308 206583733 246719463 246719463 317785 62986 62986 3027107590 3316187930 3316187930 9493226 13278481 523968863 545164348 172094913 176178544 705557002 734621373 X 2321550588 2581566557 2321550588 2581566557 3027107590 3316187930 2321550588 100647175 186482350 2608680113 27113556 2581566557 LONG-TERM CAPITAL GAIN FROM LPS P 26484457 SHORT-TERM CAPITAL GAIN FROM LPS P 10390132 LESS SHORT-TERM CAPITAL GAIN FROM UBTI P -3032 LESS LONG-TERM CAPITAL GAIN FROM UBTI P -52063 LESS 1231 GAIN FROM UBTI P -590712 FUND-OF-FUND INVESTMENT SALE 1 P 2017-06-30 1571722 746374 825348 825348 FUND-OF-FUND INVESTMENT SALE 2 P 280000000 65818792 214181208 214181208 FUND-OF-FUND INVESTMENT SALE 3 P 2017-07-01 23528496 20000000 3528496 3528496 FUND-OF-FUND INVESTMENT SALE 4 P 137452 24116 113336 113336 254877170 false 302247966 2715724823 0.111296 276544942 2459437453 0.112442 265715246 2092304588 0.126996 206778839 2078519607 0.099484 202854053 1899938089 0.106769 0.556987 0.111397 2909445611 324103513 12951372 337054885 366999314 X 12951372 12951372 12951372 2541058 2541058 10410314 false false false 0 0 0 false false true true false true true CA DE NY true false false true false true www.simonsfoundation.org MARLOW KEE 6466540066 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 true BD false false true true false false false false false false false false false false false true false false true false false false 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 500019 49401 0 David Eisenbud 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 trustee 1.0 0 0 0 Margaret Hamburg 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 Trustee 1.0 0 0 0 Peter B Littlewood 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 Trustee (as of 10/2017) 1.0 0 0 0 William H Press 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 Trustee (as of 02/2017) 1.0 0 0 0 Marlow Kee 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 CFO/Secretary 40.0 421732 47877 0 LOUIS REICHARDT 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 DIRECTOR SFARI 40.0 596597 49401 0 ALEX LASH 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 CHIEF INFORMATICS 40.0 461187 47313 0 LESLIE GREENGARD 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 DIRECTOR CCB 27.0 412620 21600 0 DAVID SPERGEL 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 DIRECTOR CCA 27.0 411715 21600 0 IAN FISK 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 CO-DIRECTOR SCC 40.0 400282 57960 0 210 PreventionGenetics LLC 3800 South Business Park Ave MARSHFIELD WI 54449 Genotyping Services 1534146 Area 17 Media LLC 99 Richardson Street 2nd Fl BROOKLYN NY 11211 web design 592978 Tempus Dynamics LLC 302 Tulane Ct CHURCHVILLE MD 21028 Program Consulting 549113 Agency Bootsrap LLC 207 Lorraine Avenue MONTCLAIR NJ 07043 Program Consulting 506950 MSA Security 9 Murray Street 2nd Floor NEW YORK NY 10007 security services 827926 39 SEE ATTACHMENT 20 24037650 SEE ATTACHMENT 20 22608186 SEE ATTACHMENT 20 3483329 SEE ATTACHMENT 20 2010156 2774912669 178839220 0 2953751889 0 2953751889 44306278 2909445611 145472281 145472281 12951372 12951372 132520909 2035526 134556435 134556435 365022940 0 1976374 0 0 366999314 12951372 354047942 134556435 0 2015 2014 2013 0 102400876 164242254 103251274 89687122 459581526 366999314 0 221459214 134556435 10983665 692024405 0 0 0 0 221459214 470565191 102400876 164242254 103251274 89687122 10983665 JAMES AND MARILYN SIMONS NONE X SEE Attachment 17 160 5th avenue new york NY 10010 none grants paid 272079587 272079587 SEE Attachment 18 160 fifth avenue new york NY 10010 none grants approved 234164186 234164186 14 22165 525990 645807 18 285428617 REBATES 01 41332 PORTFOLIO LOSS FROM INVESTMENTS IN LPS 525990 -503560 142247 285492114 285634361 false false false false false false false false false false X X 1 James and Marilyn Simons 160 5th Avenue 7th Floor New York NY 10010 221000000 X 2 James and Marilyn Simons 160 5th Avenue 7th Floor New York NY 10010 459214 X 2 Artwork 459214 2017-12-31 KPMG LLP 278495 83549 0 190486 GRANT THORNTON, LLP 86500 8650 67100 ROBERT HALF 86715 86715 Gerald Fischbach 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. HEDGE FUNDS FMV 760239584 760239584 PRIVATE EQUITY FUNDS FMV 284752958 284752958 INVESTMENT IN SUBSIDIARY FMV 1785069377 1785069377 LOEB BLOCK & PARTNERS 170929 0 0 206042 PHILLIPS NIZER LLP 9106 COOLEY LLP 72681 84878 BRODY & BROWNE LLP 109344 111126 SCHANER & LUBITZ, PLLC 46369 45506 FRAGOMEN, DEL REY, BERNSEN, LOEWY LLP 151049 123817 MORGAN, LEWIS & BOCKIUS LLP 40602 40602 ROPES & GRAY, LLP 71269 68727 PRINCE LOBEL TYE LLP 9878 9442 ROSENBERG & ESTIS, P.C. 21937 34849 FOX ROTHSCHILD LLP 17876 17876 IN-HOUSE LEGAL 23966 26902 SMITH & KRANTZ, LLP 5000 5000 SPRY DEVELOPMENT, LLC 2000 2000 WILMER CUTLER PICKERING HALE & DORR LLP 10000 10000 DUE FROM THIRD PARTIES 307986 62830 62830 DUE FROM AFFILIATES 9799 156 156 CURRENCY LOSS 25697 UNREALIZED LOSS ON INVESTMENTS 27087859 INFORMATION TECHNOLOGY 5739763 0 0 5748168 WEB DESIGN & COMMUNICATIONS EXPENSES 1957361 2140284 INVESTMENT EXPENSES FROM LPS 8432522 OFFICE EXPENSES 3072938 3160001 PROGRAM SUPPORT SERVICE 5650676 5547623 GENOME SEQUENCING 4146158 4106495 HONORARIUM EXPENSES 422710 443910 INSURANCE 424018 371509 TENANT EARLY TERMINATION FEES 1434254 1434253 SECURITY EXPENSE 895730 845417 GRANT RESEARCH SERVICES 4551520 4551520 GRANT SUPPORT SUPPLIES 774779 774779 CAPITAL LEASE AMORTIZATION EXPENSE 4540670 EXPENSE REIMBURSMENTS FOR GRANTEE 10429 10429 Rebates 41333 0 Ordinary Income from Investments in Limited Partnerships 11492139 Unrelated Business Loss (Investment) reported on Form 990-T 503560 Section 965(A) Inclusion 1037778972 NET UNREALIZED GAIN ON INVESTMENT IN 0 100% OWNED SUBSIDIARY 186482350 DEFERRED EXCISE TAX LIABILITY 20638967 22190706 DEFERRED RENT LIABILITY 3621571 2852656 CAPITAL LEASE LIABILITY 147834375 151135182 HUMAN RESOURCES CONSULTING 407934 0 0 455031 RECRUITING FEES 364137 401096 EMPLOYEE TRAINING/DEVELOPMENT 51530 62060 PAYROLL SERVICES 26999 25833 INVESTMENT MANAGEMENT FEES 59526 59526 0 MISCELLANEOUS CONSULTING 223065 256172 CURRENT & DEFERRED FEDERAL EXCISE TAX PROVISION 4402954 0 0 0 UNRELATED BUSINESS INCOME TAX 801539 FOREIGN TAXES 170901 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 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 463285474 Grant to Support Charitable Mission 2130000 Foundation Associates LLC 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 463285543 Grant to Support Charitable Mission 1050000 3180000