NICK SIMONS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NICK SIMONS FOUNDATION (EIN 20-3101239)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202543089349100044
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- 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 Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T11:20:42-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 9TH 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203101239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICK SIMONS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NICK | BusinessNameControlTxt |
| Phone | 6469681888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 5TH AVE 5TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYN SIMONS | PersonNm |
| Person Title | PRESIDENT & SECRETARY | PersonTitleTxt |
| Phone | 6469681888 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $223,718,450 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $384,461 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $384,461 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $1,378,810 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,784,192 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,676,727 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,592,338 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$258,966 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,168,653 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,096,643 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,146 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,979 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $181,419 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $71,224 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $101,740 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $710,109 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $154,953 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $629,244 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $293,638 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,209 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $184,113 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $194,089 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $68,184 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $68,835 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $658 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,830 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $104,990 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $98,210 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,556,257 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $254,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,108,927 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,188,229 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,603,857 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,744,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $254,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,712,784 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,575,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,842,246 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $479,323 | CashBOYAmt |
| Cash EOY | $5,736,351 | CashEOYAmt |
| Cash EOYFMV | $5,736,351 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,838,628 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,394,700 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,394,700 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $473 | AcctRcvblAmt |
| Acct Rcvbl EOY | $473 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $473 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $122,240 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $67,975 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $67,975 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $203,926,322 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $213,514,758 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $213,514,758 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,754 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,193 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,193 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $219,370,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,718,450 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $223,718,450 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $284,932 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $193,493 | AccountsPayableEOYAmt |
| Grants Payable BOY | $25,166,357 | GrantsPayableBOYAmt |
| Grants Payable EOY | $16,898,570 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $500,275 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $738,742 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,951,564 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,830,805 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $193,418,703 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $205,887,645 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $193,418,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $205,887,645 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $219,370,267 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $223,718,450 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $193,418,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,575,833 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,155,822 | OtherIncreasesAmt |
| Subtotal | $206,998,692 | SubtotalAmt |
| Other Decreases | $1,111,047 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $205,887,645 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT-TERM CAPITAL LOSS FROM LPS | P | $20,676,727 | $21,319,456 | -$642,729 | -$642,729 |
| LONG-TERM CAPITAL GAINS FROM LPS | P | $3,446,637 | $3,446,637 | ||
| SECTION 1231 GAIN FROM LPS | P | $41,080 | $41,080 | ||
| LESS: SHORT-TERM CAPITAL GAIN FROM UBTI | P | -$1,353 | -$1,353 | ||
| LESS: LONG-TERM CAPITAL GAIN FROM UBTI | P | -$239,856 | -$239,856 | ||
| LESS: SECTION 1231 GAIN FROM UBIT | P | -$11,441 | -$11,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,592,338 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$644,082 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,407 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,407 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,407 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NICKSIMONSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | FANG HAN | IndividualWithBooksNm |
| Phone | 6469681888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 5TH AVE 5TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES SIMONS | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | CO-PRESIDENT & TREASURER (THRU 5/2024) | 2.00 | $0 | $0 | $0 |
| MARILYN SIMONS | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | CO-PRESIDENT & SECRETARY | 2.00 | $0 | $0 | $0 |
| CAITLIN HEISING | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MARK HEISING | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| AUDREY CAPPELL | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| LAURA BAXTER-SIMONS | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ELIZABETH SIMONS | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| NATHANIEL SIMONS | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JACOB CAPPELL | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $213,084,794 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,091,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $222,176,157 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $222,176,157 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,332,642 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $218,843,515 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,942,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,942,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,407 | TotalTaxAmt |
| Distributable Before Adj | $10,888,769 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $36,794 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,925,563 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,925,563 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,712,784 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,712,784 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,925,563 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,943,119 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,372,884 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,858,512 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,626,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,432,233 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,232,748 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,712,784 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,925,563 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,787,221 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,019,969 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $10,943,119 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,076,850 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,372,884 | ExcessFromYear4Amt |
| Excess From Year3 | $4,858,512 | ExcessFromYear3Amt |
| Excess From Year2 | $6,626,000 | ExcessFromYear2Amt |
| Excess From Year1 | $3,432,233 | ExcessFromYear1Amt |
| Excess From Current Year | $5,787,221 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES SIMONS | ContributingManagerNm |
| Contributing Manager | MARILYN SIMONS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICA NEPAL MEDICAL FOUNDATION | ||||||||||||
| 27 GLORIA DRIVE | WESTFIELD | MA | 01085 | N/A | PC | TO SUPPORT PROGRAM AND GENERAL OPERATING SUPPORT FOR WORK IN NEPAL. | $5,000 | |||||
| AMERICAN HIMALAYAN FOUNDATION | ||||||||||||
| 909 MONTGOMERY STREET SUITE 400 | SAN FRANCISCO | CA | 94133 | N/A | PC | TO SUPPORT PROGRAM AND GENERAL OPERATING SUPPORT FOR WORK IN NEPAL. | $100,000 | |||||
| AUTISMCARE NEPAL SOCIETY | ||||||||||||
| N/A | NC | TO SUPPORT GENERAL OPERATING SUPPORT FOR WORK IN NEPAL. | $20,000 | PO BOX 10918 LAZIMPAT GAIRIDHARA-2 | KATHMANDU | NP | ||||||
| BHASKAR-TEJSHREE MEMORIAL FOUNDATION | ||||||||||||
| N/A | NC | TO SUPPORT THE CONSTRUCTION OF THE BHASKAR MEMORIAL FOUNDATION BUILDING AND PROGRAM SUPPORT. | $126,047 | 239 TANKA PRASAD MARG OLD BANESHWOR | KATHMANDU | NP | HEIGHT | |||||
| CPCS INTERNATIONAL | ||||||||||||
| N/A | NC | TO PROVIDE PROVIDE FOOD, HOUSING, AND MEDICAL CARE TO CHILDREN AT RISK AND IN STREET SITUATIONS IN NEPAL. | $150,000 | GPO BOX 8975 | GODWARI LALITPUR | NP | ||||||
| FRIENDS OF PATAN HOSPITAL | ||||||||||||
| 1980 DAHLIA ST | DENVER | CO | 80220 | N/A | PC | TO SUPPORT CHARITABLE ACTIVITIES OF PATAN HOSPITAL. | $5,000 | |||||
| GRADIAN HEALTH SYSTEMS | ||||||||||||
| 40 WEST 25TH STREET 6TH FLOOR | NEW YORK | NY | 10010 | N/A | POF | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY (FY 2024-2026). | $8,500,000 | |||||
| HIMALAYAN CATARACT PROJECT | ||||||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | N/A | PC | TO PROVIDE PROGRAM SUPPORT FOR NEPAL-BASED ACTIVITIES. | $50,000 | |||||
| HOSPICE NEPAL | ||||||||||||
| N/A | NC | TO PROVIDE GENERAL OPERATING SUPPORT IN HONOR OF RAJESH GONGAL. | $20,000 | LAGANKHEL | LALITPUR | NP | ||||||
| IPAS | ||||||||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | N/A | PC | TO PROVIDE UNRESTRICTED PROGRAM SUPPORT FOR REPRODUCIVE HEALTH IN NEPAL. | $25,000 | |||||
| KATHMANDU VALLEY PRESERVATION TRUST | ||||||||||||
| 36 WEST 25TH STREET 17TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | TO PROVIDE GENERAL OPERATING SUPPORT FOR WORK IN NEPAL. | $5,000 | |||||
| LO GYALPO JIGME CULTURAL FOUNDATION | ||||||||||||
| N/A | NC | TO SUPPORT THE FOUNDATION'S RESTORATION AND EDUCATION PROJECTS IN MUSTANG. | $7,500 | PO BOX 10489 CHABAHIL | KATHMANDU | NP | ||||||
| MANAVSEWA ASHRAM | ||||||||||||
| N/A | NC | TO PROVIDE PROGRAM SUPPORT IN NEPAL. | $1,000 | JANAKPURDHAM-12 | DHANUSHA MADHESH PROVINCE | NP | ||||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| 55 FRUIT STREET | BOSTON | MA | 021142696 | N/A | PC | TO SUPPORT DEVELOPING LOCAL EVALUATION AND RESEARCH CAPACITY AT THE NICK SIMONS INSTITUTE. | $189,150 | |||||
| NEPAL MATHEMATICAL SOCIETY | ||||||||||||
| N/A | NC | TO PROVIDE SUPPORT TO MASTERS STUDENTS IN MATHEMATICS AT TRIBHUVAN UNIVERSITY. | $5,000 | CENTRAL DEPARTMENT OF MATHEMATICS | KATHMANDU | NP | TRIBHUVAN UNIVERSITY | |||||
| NEPAL MATHEMATICAL SOCIETY | ||||||||||||
| N/A | NC | TO PROVIDE SUPPORT TO SOCIETY TO SOCIETY (S2S): STRENGTHENING MATHEMATICS EDUCATION PROGRAM IN NEPAL. | $39,947 | CENTRAL DEPARTMENT OF MATHEMATICS | KATHMANDU | NP | TRIBHUVAN UNIVERSITY | |||||
| NICK SIMONS FOUNDATION INTERNATIONAL | ||||||||||||
| 149 FIFTH AVE 5TH FLOOR | NEW YORK | NY | 10010 | N/A | PF | PROGRAM AND GENERAL OPERATING SUPPORT FOR THE NICK SIMONS INSTITUTE IN NEPAL. | $5,260,000 | |||||
| NYAYA HEALTH NEPAL | ||||||||||||
| N/A | NC | TO PROVIDE RESTRICTED OPERATING SUPPORT FOR HOSPITAL SERVICES AND PROGRAMS AT BAYALPATA HOSPITAL, AND SERVICE EXPANSION IN THE DISTRICT OF ACHHAAM, FAR-WESTERN, NEPAL. | $500,000 | NYACHHYON GRIHA LALITPUR METROPOLIT | LALITPUR | NP | N CITY-10 | 44700 | ||||
| PARTNERS ASIA | ||||||||||||
| 436 14TH STREET SUITE 411 | OAKLAND | CA | 94612 | N/A | PC | TO PROVIDE PROGRAM SUPPORT IN SOUTHEAST ASIA. | $25,000 | |||||
| PATAN HOSPITAL | ||||||||||||
| N/A | NC | TO SUPPORT THE CONSTRUCTION OF THE HOSTEL BLOCK FOR THE SCHOOL OF NURSING AND MIDWIFERY AT SANEPA, LALITPUR. | $560,213 | LAGANKHEL SATDOBATO ROAD | KATHMANDU | NP | ||||||
| TIM ALVEN'S MEMORIAL FUND | ||||||||||||
| N/A | NC | TO SUPPORT THE MISSION AND CHARITABLE ACTIVITIES OF THE FUND IN NEPAL. | $10,000 | HORSJOGATAN 20 | SMALANDSSTENAR | SW | 333 31 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,603,857 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS GENERAL HOSPITAL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 FRUIT STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021142696 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT DEVELOPING LOCAL EVALUATION AND RESEARCH CAPACITY AT THE NICK SIMONS INSTITUTE. | GrantOrContributionPurposeTxt |
| Amt | $196,310 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $196,310 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $384,461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $252,650 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,682,911 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PORTFOLIO LOSS FROM INVESTMENTS IN LIMITED PARTNERSHIPS | Desc |
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$151,369 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $101,281 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,067,372 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,168,653 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT THORNTON (AUDIT/TAX) | $178,061 | $71,224 | $0 | $98,382 |
| BDO USA | $3,358 | $0 | $0 | $3,358 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (21 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Address Line2ForeignAddress/AddressLine2Txt | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUTISMCARE NEPAL SOCIETY | |||||||||||||||
| PO BOX 10918 LAZIMPAT GAIRIDHARA-2 | KATHMANDU | NP | 2024-06-18 | $20,000 | TO SUPPORT THE CHARITABLE ACTIVITIES OF THE ORGANIZATION IN ITS MISSION TO SERVE CHILDREN AND ADULTS DIAGNOSED ON THE AUTISM SPECTRUM. | $0 | NO | 8/21/2025 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||
| CPCS INTERNATIONAL | |||||||||||||||
| GPO BOX 8975 | GODWARI LALITPUR | NP | 2024-10-25 | $150,000 | TO SUPPORT THE MISSION OF CPCS TO PROVIDE FOOD, HOUSING, AND MEDICAL CARE TO CHILDREN AT RISK AND IN STREET SITUATIONS IN NEPAL. | $150,000 | NO | 2/6/2025 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||
| GRADIAN HEALTH SYSTEMS | |||||||||||||||
| 2024-01-02 | $2,125,000 | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY. (FY23-24) | $2,125,000 | NO | 2/29/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 40 WEST 25TH STREET 6TH FLOOR | NEW YORK | NY | 10010 | |||||
| GRADIAN HEALTH SYSTEMS | |||||||||||||||
| 2024-03-01 | $2,125,000 | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY. (FY23-24) | $2,125,000 | NO | 5/30/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 40 WEST 25TH STREET 6TH FLOOR | NEW YORK | NY | 10010 | |||||
| GRADIAN HEALTH SYSTEMS | |||||||||||||||
| 2024-06-14 | $2,125,000 | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY. (FY23-24) | $2,125,000 | NO | 10/16/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 40 WEST 25TH STREET 6TH FLOOR | NEW YORK | NY | 10010 | |||||
| GRADIAN HEALTH SYSTEMS | |||||||||||||||
| 2024-09-16 | $2,125,000 | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY. (FY23-24) | $2,125,000 | NO | 12/12/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 40 WEST 25TH STREET 6TH FLOOR | NEW YORK | NY | 10010 | |||||
| HOSPICE NEPAL | |||||||||||||||
| LAGANKHEL | LALITPUR | NP | 2024-12-31 | $20,000 | TO PROVIDE GENERAL OPERATING SUPPORT IN HONOR OF RAJESH GONGAL. | $20,000 | NO | 10/1/2025 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||
| LO GYALPO JIGME CULTURAL FOUNDATION | |||||||||||||||
| PO BOX 10489 CHABAHIL | KATHMANDU | NP | 2024-11-29 | $7,500 | TO SUPPORT THE FOUNDATION'S RESTORATION AND EDUCATION PROJECTS IN MUSTANG. | $0 | NO | 12/31/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||
| MANAVSEWA | |||||||||||||||
| JANAKPURDHAM-12 | DHANUSHA MADHESH PROVINCE | NP | 2024-09-27 | $1,000 | IN MEMORY OF GIFT FOR THE SUPPORT OF FOUNDATION'S MISSION TO MAKE NEPAL A 'STREET PEOPLE FREE COUNTRY'. | $0 | NO | 9/30/2025 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||
| NEPAL MATHEMATICAL SOCIETY | |||||||||||||||
| CENTRAL DEPARTMENT OF MATHEMATICS | KATHMANDU | NP | 2024-06-28 | $39,947 | TO SUPPORT THE SOCIETY TO SOCIETY INITIATICE IN NEPAL. | $39,947 | NO | 9/19/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | TRIBHUVAN UNIVERSITY | |||||
| NEPAL MATHEMATICAL SOCIETY | |||||||||||||||
| CENTRAL DEPARTMENT OF MATHEMATICS | KATHMANDU | NP | 2024-04-02 | $5,000 | TO SUPPORT MASTERS STUDENTS IN MATHEMATICS. | $0 | NO | 12/31/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | TRIBHUVAN UNIVERSITY | |||||
| NYAYA HEALTH NEPAL | |||||||||||||||
| NYACHHYON GRIHA LALITPUR METROPOLIT | LALITPUR | NP | 2024-06-04 | $500,000 | RESTRICTED FOR OPERATING SUPPORT FOR HOSPITAL SERVICES AND PROGRAMS AT BAYALPATA HOSPITAL, AND SERVICE EXPANSION IN THE DISTRICT OF ACHHAAM, FAR-WESTERN, NEPAL. | $500,000 | NO | 1/2/2025 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | N CITY-10 KUPONDOLE | 44700 | ||||
| NICK SIMONS FOUNDATION INTERNATIONAL | |||||||||||||||
| 2024-01-31 | $580,000 | PROGRAM AND OPERATIONS SUPPORT FOR THE NICK SIMONS INSTITUTE IN NEPAL. | $580,000 | NO | 4/29/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 149 FIFTH AVE 5TH FLOOR | NEW YORK | NY | 10010 | |||||
| NICK SIMONS FOUNDATION INTERNATIONAL | |||||||||||||||
| 2024-03-13 | $200,000 | PROGRAM AND OPERATIONS SUPPORT FOR THE NICK SIMONS INSTITUTE IN NEPAL. | $200,000 | NO | 4/29/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 149 FIFTH AVE 5TH FLOOR | NEW YORK | NY | 10010 | |||||
| NICK SIMONS FOUNDATION INTERNATIONAL | |||||||||||||||
| 2024-04-29 | $1,480,000 | PROGRAM AND OPERATIONS SUPPORT FOR THE NICK SIMONS INSTITUTE IN NEPAL. | $1,480,000 | NO | 7/12/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 149 FIFTH AVE 5TH FLOOR | NEW YORK | NY | 10010 | |||||
| NICK SIMONS FOUNDATION INTERNATIONAL | |||||||||||||||
| 2024-07-12 | $2,000,000 | PROGRAM AND OPERATIONS SUPPORT FOR THE NICK SIMONS INSTITUTE IN NEPAL. | $2,000,000 | NO | 11/12/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 149 FIFTH AVE 5TH FLOOR | NEW YORK | NY | 10010 | |||||
| NICK SIMONS FOUNDATION INTERNATIONAL | |||||||||||||||
| 2024-11-27 | $1,000,000 | PROGRAM AND OPERATIONS SUPPORT FOR THE NICK SIMONS INSTITUTE IN NEPAL. | $1,000,000 | NO | 1/31/2025 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 149 FIFTH AVE 5TH FLOOR | NEW YORK | NY | 10010 | |||||
| PATAN HOSPITAL | |||||||||||||||
| LAGANKHEL SATDOBATO RD | KATHMANDU | NP | 2019-10-23 | $2,300,000 | TO SUPPORT THE CONSTRUCTION OF THE HOSTEL BLOCK FOR THE SCHOOL OF NURSING AND MIDWIFERY AT SANEPA, LALITPUR | $2,120,213 | NO | 12/31/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||
| TIM ALVEN'S MEMORIAL FUND | |||||||||||||||
| HORSJOGATAN 20 | SMALANDSSTENAR | SW | 2024-12-18 | $10,000 | TO SUPPORT THE MISSION AND CHARITABLE ACTIVITIES OF THE FUND IN NEPAL. | $10,000 | NO | 8/17/2025 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 333 31 | |||||
| BHASKAR TEJSHREE MEMORIAL FOUNDATION | |||||||||||||||
| 239 TANKA PRASAD MARG OLD BANESHWOR | KATHMANDU | NP | 2017-06-02 | $980,000 | TO SUPPORT THE CONSTRUCTION OF THE BHASKAR MEMORIAL FOUNDATION BUILDING AND PROGRAM SUPPORT. | $980,000 | NO | 9/10/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | HEIGHT | |||||
| BHASKAR TEJSHREE MEMORIAL FOUNDATION | |||||||||||||||
| 239 TANKA PRASAD MARG OLD BANESHWOR | KATHMANDU | NP | 2024-09-27 | $126,047 | TO SUPPORT THE CONSTRUCTION OF THE BHASKAR MEMORIAL FOUNDATION BUILDING AND PROGRAM SUPPORT. | $0 | NO | 12/31/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | HEIGHT | |||||
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | FMV | $129,256,179 | $129,256,179 |
| LIMITED PARTNERSHIPS | FMV | $80,258,579 | $80,258,579 |
| INVESTMENT REDEMPTION RECEIVABLE | FMV | $4,000,000 | $4,000,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB, BLOCK & PARTNERS LLP | CategoryTxt |
| Legal Fees | $13,146 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,979 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM FOUNDATION FOR A JUST SOCIETY | $3,702 | $4,193 | $4,193 |
| DUE FROM THIRD PARTIES | $52 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISCOUNT ON GRANTS PAYABLE | Desc |
| Amt | $1,111,047 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IT HOSTING & SUBSCRIPTIONS | $68,894 | $0 | $0 | $69,187 |
| INSURANCE | $18,304 | $0 | $0 | $18,304 |
| OFFICE EXPENSE | $14,333 | $0 | $0 | $8,914 |
| FILING FEES - DELAWARE & NY CHAR500 | $3,448 | $0 | $0 | $1,805 |
| BANK SERVICE FEES | $11 | $11 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PORTFOLIO LOSS FROM INVESTMENTS IN LIMITED PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$258,966 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $17,155,822 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $500,275 | BOYBookValueAmt |
| EOY Book Value | $738,742 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOARD DEVELOPMENT, TECHNICAL ADVISORY AND PROJECT MANAGEMENT SERVICES | $449,430 | $0 | $0 | $506,924 |
| FINANCE & ADMINISTRATION SERVICES | $216,854 | $111,128 | $0 | $122,320 |
| INVESTMENT MANAGEMENT FEES | $43,825 | $43,825 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX PROVISION | $293,638 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $28,209 | $0 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| NICK SIMONS FOUNDATION INTERNATIONAL | ||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | 472836360 | THERE WERE NO TRANSFERS FROM NICK SIMONS FOUNDATION INTERNATIONAL IN 2024. | $5,260,000 |
| NSF LEGACY LLC | ||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | 854143769 | FOR GRANT & OPERATING EXPENSES. | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,100,000 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| NICK SIMONS FOUNDATION INTERNATIONAL | ||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | 472836360 | CONDUIT GRANT TO THE NICK SIMONS INSTITUTE TO TRAIN SKILLED HEALTHCARE WORKERS IN NEPAL. | $5,260,000 |
| NSF LEGACY LLC | ||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | 854143769 | THERE WERE NO TRANSFERS TO NSF LEGACY IN 2024. | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,260,000 | TotalAmt |
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