2025-11-04T11:13:13-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990PF 2024-01-01 472836360 NICK SIMONS FOUNDATION INTERNATIONAL NICK 6469681888 149 5TH AVE 5TH FL NEW YORK NY 10010 MARILYN SIMONS PRESIDENT & SECRETARY 6463620039 2025-11-04 1 1 SCOTT THOMPSETT P00741490 2125990100 2024 2025-03-06 01:10:19Z X 79799 X 5260000 0 5260000 0 0 0 0 0 0 832 0 0 0 197463 0 0 153749 195 0 0 0 801 0 0 790 199291 0 0 154539 5060000 5060000 5259291 0 0 5214539 709 0 0 34533 79799 79799 34533 79799 79799 44557 0 44557 X 34533 35242 34533 35242 34533 79799 34533 709 0 35242 0 35242 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A FANG HAN 6469681888 149 5TH AVE 5TH FL NEW YORK NY 10010 1 NP 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 JAMES SIMONS 149 5TH AVE 5TH FL NEW YORK NY 10010 CO-PRESIDENT & TREASURER (THRU 5/2024) 1.00 0 0 0 MARILYN SIMONS 149 5TH AVE 5TH FL NEW YORK NY 10010 CO-PRESIDENT & SECRETARY 1.00 0 0 0 AUDREY CAPPELL 149 5TH AVE 5TH FL NEW YORK NY 10010 DIRECTOR 0.50 0 0 0 NATHANIEL SIMONS 149 5TH AVE 5TH FL NEW YORK NY 10010 DIRECTOR 0.50 0 0 0 LAURA-BAXTER SIMONS 149 5TH AVE 5TH FL NEW YORK NY 10010 DIRECTOR 0.50 0 0 0 ELIZABETH SIMONS 149 5TH AVE 5TH FL NEW YORK NY 10010 DIRECTOR 0.50 0 0 0 MARK HEISING 149 5TH AVE 5TH FL NEW YORK NY 10010 DIRECTOR 0.50 0 0 0 CAITLIN HEISING 149 5TH AVE 5TH FL NEW YORK NY 10010 DIRECTOR 0.50 0 0 0 JACOB CAPPELL 149 5TH AVE 5TH FL NEW YORK NY 10010 DIRECTOR 0.50 0 0 0 NONE 0 BHEKH THAPA 149 5TH AVENUE 5TH FL NEW YORK NY 10010 PROGRAM CONSULTING 84000 0 0 0 259669 0 259669 0 0 259669 3895 255774 12789 12789 0 12789 0 12789 0 12789 5214539 0 5214539 12789 0 0 6763 659408 1859 668030 5214539 0 0 5214539 0 0 12789 12789 5869780 0 0 0 0 0 5214539 0 655241 653382 1859 JAMES SIMONS X NICK SIMONS INSTITUTE BOX 8975 EPC 1813 SANEPA LALITPUR NP N/A NC TO TRAIN AND SUPPORT SKILLED HEALTHCARE WORKERS IN THE RURAL REGIONS OF NEPAL. 5060000 5060000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X X 1 NICK SIMONS FOUNDATION 149 5TH AVE 5TH FL NEW YORK NY 10010 5260000 X N. AMATYA & CO. 832 0 0 0 SEE STATEMENT 7 NICK SIMONS INSTITUTE BOX 8975 EPC 1813 SANEPA LALITPUR NP 2024-01-31 580000 TO TRAIN AND SUPPORT SKILLED HEALTHCARE WORKERS IN THE RURAL REGIONS OF NEPAL. 580000 NO 12/31/2024 THE FUNDS WERE EXPENDED TO SUPPORT THE GRANTEE'S HEALTHCARE MISSION AS DESCRIBED UNDER "GRANT PURPOSE," WITHIN THE MEANING OF SECTION 170(C)(2)(B) OF THE INTERNAL REVENUE CODE. THE AMOUNT EXPENDED BY THE GRANTEE TOWARDS ACCOMPLISHMENT OF THESE PURPOSES IS $580,000 (BASED ON THE MOST RECENT REPORT RECEIVED FROM THE GRANTEE).TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS (OR ANY INCOME THEREFROM) FROM THE PURPOSE OF THE GRANT. THE GRANTEE HAS CERTIFIED TO THE FOUNDATION THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAXABLE YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. NICK SIMONS INSTITUTE BOX 8975 EPC 1813 SANEPA LALITPUR NP 2024-04-29 1480000 TO TRAIN AND SUPPORT SKILLED HEALTHCARE WORKERS INTHE RURAL REGIONS OF NEPAL 1480000 NO 12/31/2024 THE FUNDS WERE EXPENDED TO SUPPORT THE GRANTEE'S HEALTHCARE MISSION AS DESCRIBED UNDER "GRANT PURPOSE," WITHIN THE MEANING OF SECTION 170(C)(2)(B) OF THE INTERNAL REVENUE CODE. THE AMOUNT EXPENDED BY THE GRANTEE TOWARDS ACCOMPLISHMENT OF THESE PURPOSES IS $1,480,000 (BASED ON THE MOST RECENT REPORT RECEIVED FROM THE GRANTEE).TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS (OR ANY INCOME THEREFROM) FROM THE PURPOSE OF THE GRANT. THE GRANTEE HAS CERTIFIED TO THE FOUNDATION THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAXABLE YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. NICK SIMONS INSTITUTE BOX 8975 EPC 1813 SANEPA LALITPUR NP 2024-07-12 2000000 TO TRAIN AND SUPPORT SKILLED HEALTHCARE WORKERS INTHE RURAL REGIONS OF NEPAL 2000000 NO 12/31/2024 THE FUNDS WERE EXPENDED TO SUPPORT THE GRANTEE'S HEALTHCARE MISSION AS DESCRIBED UNDER "GRANT PURPOSE," WITHIN THE MEANING OF SECTION 170(C)(2)(B) OF THE INTERNAL REVENUE CODE. THE AMOUNT EXPENDED BY THE GRANTEE TOWARDS ACCOMPLISHMENT OF THESE PURPOSES IS $2,000,000 (BASED ON THE MOST RECENT REPORT RECEIVED FROM THE GRANTEE).TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS (OR ANY INCOME THEREFROM) FROM THE PURPOSE OF THE GRANT. THE GRANTEE HAS CERTIFIED TO THE FOUNDATION THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAXABLE YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. NICK SIMONS INSTITUTE BOX 8975 EPC 1813 SANEPA LALITPUR NP 2024-11-27 1000000 TO TRAIN AND SUPPORT SKILLED HEALTHCARE WORKERS INTHE RURAL REGIONS OF NEPAL 1000000 NO 12/31/2024 THE FUNDS WERE EXPENDED TO SUPPORT THE GRANTEE'S HEALTHCARE MISSION AS DESCRIBED UNDER "GRANT PURPOSE," WITHIN THE MEANING OF SECTION 170(C)(2)(B) OF THE INTERNAL REVENUE CODE. THE AMOUNT EXPENDED BY THE GRANTEE TOWARDS ACCOMPLISHMENT OF THESE PURPOSES IS $1,000,000 (BASED ON THE MOST RECENT REPORT RECEIVED FROM THE GRANTEE).TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS (OR ANY INCOME THEREFROM) FROM THE PURPOSE OF THE GRANT. THE GRANTEE HAS CERTIFIED TO THE FOUNDATION THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAXABLE YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. PART XII, LINE 4(C) CONDUIT ELECTION STATEMENT STATEMENT REGARDING NICK SIMONS FOUNDATION INT'L ELECTION TO BE TREATED AS A CONDUIT PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE SECTION 4942(H)(2) PURSUANT TO INTERNAL REVENUE CODE SECTION 4942(H)(2) AND TREASURY REGULATION SECTION 53.4942(A)-3(D)(2), NICK SIMONS FOUNDATION INTERNATIONAL HEREBY ELECTS TO TREAT CERTAIN QUALIFYING DISTRIBUTIONS MADE DURING THE 2023 TAX YEAR AS DISTRIBUTIONS MADE OUT OF CORPUS. ELECTION AMOUNT TREATED AS MADE OUT OF CORPUS: TOTAL QUALIFYING DISTRIBUTIONS FOR 2024: $5,214,539TOTAL QUALIFYING DISTRIBUTIONS ATTRIBUTABLE TO PASS-THROUGH GRANT FROM THE NICK SIMONS FOUNDATION TREATED AS BEING MADE OUT OF CORPUS TO SATISFY REQUIREMENTS IMPOSED BY SECTION 170(B)(1)(F) OR 4942(G)(3): $5,214,539QUALIFYING DISTRIBUTIONS APPLIED TO 2024 DISTRIBUTABLE AMOUNT: $12,789EXCESS DISTRIBUTION CARRYOVER FROM 2024: $0THE BALANCE OF THE GIFT MADE BY THE NICK SIMONS FOUNDATION OF $45,461 ($5,260,000 MINUS $5,214,539 IN QDS) WAS DISTRIBUTED BY NICK SIMONS FOUNDATION INTERNATIONAL SUBSEQUENT TO YEAR END. THE FOUNDATION MEETS THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTIONS 170(B)(1)(A)(VII), 170(B)(1)(F)(II) AND 4942(H)(2). THE FOUNDATION NOTES THAT: - NICK SIMONS FOUNDATION AND NICK SIMONS FOUNDATION INTERNATIONAL ARE RELATED ORGANIZATIONS. THE ELECTION REPRESENTS CONDUIT GRANTS NICK SIMONS FOUNDATION GAVE TO NICK SIMONS FOUNDATION INTERNATIONAL, WHICH NICK SIMONS FOUNDATION WILL BE RECOGNIZING AS QUALIFYING DISTRIBUTIONS ON ITS OWN TAX RETURN. - NOT LATER THAN ONE YEAR AFTER THE END OF THE TAX YEAR IN WHICH NICK SIMONS FOUNDATION INTERNATIONAL RECEIVED FUNDING FROM NICK SIMONS FOUNDATION, IT MADE A DISTRIBUTION EQUAL TO THE FULL AMOUNT OF THE CONTRIBUTION.- THE FOUNDATION HAS NO REMAINING UNDISTRIBUTABLE INCOME FOR THE 2023 AND 2024 TAX YEARS THAT WOULD PREVENT THE FOUNDATION FROM UTILIZING THE ELECTION. - THE FOUNDATION HAS MET ITS MINIMUM DISTRIBUTION REQUIREMENTS WITHOUT TAKING INTO ACCOUNT ANY OF THE AMOUNTS INTENDED TO BE USED AS A CONDUIT GRANT. GENERAL ADMINISTRATIVE EXPENSES 696 0 0 685 BANK SERVICE FEES 105 0 0 105 PROGRAM CONSULTING 197463 0 0 153749 LOCAL NEPALI TAXES 195 0 0 0