NICK SIMONS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NICK SIMONS FOUNDATION (EIN 20-3101239)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-04
- IRS object ID
- 201601259349100015
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-04T10:21:02-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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) |
|---|---|---|
| In Care Of | % MARINA SHMOUKLER | InCareOfNm |
| Business Name Control | NICK | BusinessNameControlTxt |
| Phone | 6463620036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 EAST 22ND STREET | 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 | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 6466540066 | PhoneNum |
| Signature | 2016-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Hammerschmidt | PreparerPersonNm |
| PTIN | P01384178 | PTIN |
| Phone | 2128858000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,115,949 | 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 | $9,812,641 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $664,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $130,315 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $199,760 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $189,376 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $10,384 | GrossProfitRevAndExpnssAmt |
| Other Income Net Invst Incm | -$7,872 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,823,114 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $787,331 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $237,591 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $237,591 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $389,817 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $414,363 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $197,347 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $197,347 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $64,812 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $44,895 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $109,974 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,292 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $97,617 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,642 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,642 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $91,708 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,444 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,044 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $263,987 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $263,987 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $357,046 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $357,046 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,239,039 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,018,658 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,191,649 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,016,007 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,078,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,852,137 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,436,181 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,761,898 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,452,188 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,078,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,614,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,370,926 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,232,495 | CashBOYAmt |
| Cash EOY | $887,380 | CashEOYAmt |
| Cash EOYFMV | $887,380 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $120,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,207 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,207 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $13,393 | AcctRcvblAmt |
| Acct Rcvbl EOY | $13,393 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13,393 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $545,908 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $194,370 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $75,265 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $75,265 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $57,753,945 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,089,704 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,089,704 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $62,808 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $981,859 | OtherAssetsBOYAmt |
| Total Assets BOY | $60,891,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,115,949 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,115,949 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $356,588 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $45,477 | AccountsPayableEOYAmt |
| Grants Payable BOY | $435,717 | GrantsPayableBOYAmt |
| Grants Payable EOY | $110,000 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $18,650 | DeferredRevenueBOYAmt |
| Other Liabilities BOY | $173,012 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $264,720 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $983,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $420,197 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,117,864 | UnrestrictedBOYAmt |
| Unrestricted EOY | $566,692 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $57,789,710 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $62,129,060 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,907,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,695,752 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,891,541 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,115,949 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,907,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,370,926 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,335,759 | OtherIncreasesAmt |
| Subtotal | $66,614,259 | SubtotalAmt |
| Other Decreases | $3,918,507 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,695,752 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PASS THROUGH FROM PARTNERSHIP K-1 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $130,315 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $130,315 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,766,042 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $51,923,115 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.11105 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,170,694 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $40,296,228 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.128317 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,021,464 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,493,121 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.196973 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,076,656 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,169,912 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.23743 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,924,982 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,965,184 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.657982 | DistributionYr5Rt |
| Total Distribution | 1.331752 | TotalDistributionRt |
| Average Distribution | 0.26635 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $62,306,980 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,595,464 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,595,464 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,614,035 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,049 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $67,049 | TotalPaymentsAndCreditsAmt |
| Overpayment | $67,049 | OverpaymentAmt |
| Applied To ES Tax | $67,049 | 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 |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINA SHMOUKLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6463620036 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 EAST 22ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| MARILYN SIMONS | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | SECRETARY & TREASURER | 2.0 | $0 | $0 | $0 |
| CAITLIN HEISING | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| MARK HEISING | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| AUDREY SIMONS | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| LAURA BAXTER SIMONS | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| LIZ SIMONS | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| NAT SIMONS | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| STEPHEN RUDY | ||||||||
| 25 EAST 22ND STREET | NEW YORK | NY | 10010 | GRADIAN CEO | 40.0 | $237,591 | $48,286 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ERICA FRENKEL | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | VP BUSINESS STRATEGY | 40.0 | $93,500 | $17,243 | $0 |
| LINA SAYED | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | DIR MARKET STRATEGY | 40.0 | $80,000 | $16,123 | $0 |
| ISMAEL CORDERO | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | BIOMEDICAL SRVC MGR | 40.0 | $67,000 | $27,703 | $0 |
| THOMAS BAADE | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | MARKET MANAGER | 40.0 | $53,115 | $6,308 | $0 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Speck Product Design Inc | ||||||||||
| 3221 PORTER DRIVE | PALO ALTO | CA | 94304 | Product development | $238,835 | |||||
| BHEKH THAPA | ||||||||||
| PROGRAM CONSULTANT | $81,000 | 239 TANKA PRASAD ROAD | BANESHWOR HEIGHT | KATHMANDU | NP | |||||
| STEPHEN KNOBLE | ||||||||||
| PROGRAM CONSULTANT | $80,000 | PO BOX 8975 EPC 1813 | KATHMANDU | NP | EPC 1813 | |||||
| PAUL FENTON | ||||||||||
| PROGRAM CONSULTANT | $79,882 | AGNAC | FR | 47800 | ||||||
| OES Medical Ltd | ||||||||||
| SERVICE RETAINER | $71,565 | ABC HOUSE COTSWOLD DENE | STANDLAKE | WITNEY | UK | OX29 7QG | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE GENERAL EXPLANATION ATTACHMENT | Description1Txt |
| Expenses1 | $2,493,775 | Expenses1Amt |
| Description2 | SEE GENERAL EXPLANATION ATTACHMENT | Description2Txt |
| Expenses2 | $211,500 | Expenses2Amt |
| 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 | $61,332,250 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,923,567 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,255,817 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $63,255,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $948,837 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $62,306,980 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,115,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,115,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $3,115,349 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,115,349 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,115,349 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,614,035 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,614,035 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,614,035 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,115,349 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,626,723 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,218,164 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,746,956 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,156,293 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,169,886 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,918,022 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,614,035 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $3,115,349 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,498,686 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,416,708 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,626,723 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,789,985 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,218,164 | ExcessFromYear4Amt |
| Excess From Year3 | $3,746,956 | ExcessFromYear3Amt |
| Excess From Year2 | $3,156,293 | ExcessFromYear2Amt |
| Excess From Year1 | $3,169,886 | ExcessFromYear1Amt |
| Excess From Current Year | $4,498,686 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES SIMONS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NICK SIMONS INSTITUTE | |||||||||||||
| BOX 8975 EPC 1813 | JHAMSIKHEL | BOX 8975, EPC 181 | NP | EPC 1813 | n/a | NC | PROGRAM & GENERAL OPERATING SUPPORT | $2,146,888 | |||||
| Prime Minister's Earthquake Disaster Relief | |||||||||||||
| OFFICE OF THE PRIME MINISTER | Singh Durbar | Kathmandu | NP | N/A | PC | EARTHQUAKE DONATION | $1,000,000 | ||||||
| THE AMERICAN HIMALAYAN FOUNDATION | |||||||||||||
| N/A | PC | PROGRAM SUPPORT | $323,793 | 900 MONTGOMERY STREET SUITE 400 | SAN FRANCISCO | CA | 94133 | ||||||
| HIMALAYAN CATARACT PROJECT | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | PO BOX 55 | WATERBURY | VT | 05676 | ||||||
| Medecins Sans FrontiersDoctors without Border | |||||||||||||
| N/A | PC | to fund the ebola fund | $250,000 | 337 7th avenue | new york | NY | 10001 | ||||||
| Patan Academy of Health Sciences | |||||||||||||
| P O Box 26500 | Kathmandu | NP | N/A | PC | PURPOSE RESTRICTED SUPPORT | $235,717 | |||||||
| FUTURE GENERATIONS | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | HC 73 BOX 100 RT 33W | FRANKLIN | WV | 26807 | NORTH MOUNTAIN | |||||
| IPAS | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | PO Box 9990 | Chapel Hill | NC | 27515 | ||||||
| United Mission to Nepal | |||||||||||||
| PO Box 126 | Kathmandu | NP | N/A | PC | TO SUPPORT Okhaldhunga hospital | $100,000 | |||||||
| FRIENDS OF PATAN HOSPITAL | |||||||||||||
| N/A | PC | TO SUPPORT CHARITABLE ACTIVITIES OF PATAN HOSPITAL | $5,000 | 1980 DAHLIA STREET | DENVER | CO | 80220 | ||||||
| KATHAMANDU VALLEY PRESERVATION TRUST | |||||||||||||
| N/A | PC | restoration of Patan Royal Palace and re-building fund for Kathmandu monuments and to provide expertise on earthquake resistant building. | $15,000 | 136 WEST 21ST STREET 11TH FL | NEW YORK | NY | 10011 | ||||||
| HOSPICE NEPAL | |||||||||||||
| LALITPUR | LAGANKHEL | NP | N/A | NC | GENERAL OPERATING SUPPORT | $5,000 | |||||||
| NEPAL AMBULANCE SERVICE | |||||||||||||
| Sitapaila | KathmandU | NP | N/A | NC | GENERAL OPERATING SUPPORT | $15,000 | |||||||
| LO GYALPO JIGME CC FOUNDATION | |||||||||||||
| PO BOX 10489 | CHABAHIL | KATHMANDU | NP | N/A | NC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| Northern Ireland Hospice | |||||||||||||
| 18 ONeill Road | Newtownabbey | EI | BT36 6WB | N/A | NC | PROGRAM SUPPORT | $80,000 | ||||||
| AMERICAN NEPAL MEDICAL FOUNDATION | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $27,500 | 2743 SOUTH VETERANS HOSPITAL PMB | SPRINGFIELD | IL | 62704 | ||||||
| Autism Care Nepal | |||||||||||||
| 156-NEEL SARASWATI | MARG, GAIRIDHARA-2 | KATHMANDU | NP | N/A | PC | EARTHQUAKE RELIEF AND RECOVERY OF FAMILIES OF Autism Care Nepal community. | $50,000 | ||||||
| GENERAL BOARD OF GLOBAL MINISTRIES | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $45,000 | COVENANT RELATIONSHIP OFFICE | NEW YORK | NY | 10115 | 475 RIVERSIDE DRIVE ROOM 320 | |||||
| SEBS-North America | |||||||||||||
| N/A | PC | Directed to Bloom Nepal School to rebuild the school and student residences affected by the earthquake in Nepal. | $25,000 | 3348 Conquistador Ct | ANNANDALE | VA | 22003 | ||||||
| Partners Asia | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | 436 14th Street Suite 700 | OAKLAND | CA | 94612 | ||||||
| Gurung Tamu Society | |||||||||||||
| N/A | PC | for Hamro Nepal: International Benefit Concert | $10,000 | 3224 71st Street | East Elmhurst | NY | 11370 | ||||||
| POSSIBLE | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | 17 WEST 17TH STREET 7TH FLOOR | NEW YORK | NY | 10011 | ||||||
| PROJECT PRAKASH FOUNDATION | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | 955 MASSACHUSETTS AVENUE 351 | CAMBRIDGE | MA | 02139 | ||||||
| Nepal Ko Yuwa | |||||||||||||
| n/a | PC | to support Walk for Nepal | $3,000 | 35 Chestnut Street | Belmont | NY | 02478 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,761,898 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE NEPAL | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LALITPUR | AddressLine1Txt |
| City | LAGANKHEL | CityNm |
| Province Or State | LAGANKHEL | ProvinceOrStateNm |
| Country | NP | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | n/a | RecipientRelationshipTxt |
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,000 | 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 | $89 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,384 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,384 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,473 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumberTxt |
| Relationship Statement | SUBSIDIZED SALES OF UNIVERSAL ANESTHESIA MACHINES TO CHARITABLE OR NOT-FOR-PROFIT ORGANIZATIONS AS PART OF THE FOUNDATION'S MISSION TO IMPROVE HEALTHCARE IN DEVELOPING COUNTRIES. | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES SIMONS | ||||||
| 1 | 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | $9,737,641 | Yes (X) |
| THE TECH MUSEUM OF INNOVATION | ||||||
| 2 | 201 S Market Street | SAN JOSE | CA | 95113 | $75,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BDO AUDIT AND TAX - NSF | $54,750 | $18,068 | $0 | $47,513 |
| BDO AUDIT AND TAX - GHS | $13,360 | $4,409 | $8,240 | |
| FMA BOOKKEEPING - GHS | $41,864 | $13,815 | $41,864 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (10 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NICK SIMONS INSTITUTE | |||||||||||
| BOX 8975 EPC 1813 | JHAMSIKHEL | LALITPUR | NP | 2015-06-19 | $2,146,888 | TO TRAIN AND SUPPORT SKILLED COMPASSIONATE HEALTHCARE WORKERS IN THE RURAL REGIONS OF NEPAL | $2,146,888 | NO | 6/30/2015 | The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee so no independent verification of the report was required or made. | |
| HOSPICE NEPAL | |||||||||||
| 2015-06-30 | $5,000 | TO SUPPORT Hospice's important mission TO PROVIDE palliative care | $5,000 | NO | 6/30/2015 | The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee so no independent verification of the report was required or made. | |||||
| NEPAL AMBULANCE SERVICE | |||||||||||
| 2015-06-19 | $15,000 | TO Support Ambulatory Care to Kathmandu and Patan | $15,000 | NO | 6/30/2015 | The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee so no independent verification of the report was required or made. | |||||
| LO GYALPO JIGME CC FOUNDATION | |||||||||||
| PO BOX 10489 | CHABAHIL | KATHMANDU | NP | 2015-03-27 | $5,000 | TO SUPPORT FOUNDATION'S restoration and education PROJECT in Mustang | $5,000 | NO | 6/30/2015 | The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee so no independent verification of the report was required or made. | |
| NORTHERN IRELAND HOSPICE | |||||||||||
| 18 ONEILL ROAD | NEWTOWNABBEY | EI | 2015-01-29 | $80,000 | TO FUND PALLIATIVE CARE FELLOWSHIP | $80,000 | NO | 6/30/2015 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | BT36 6WB | |
| Patan Academy of Health Sciences | |||||||||||
| PO Box 26500 | Kathmandu | NP | 2015-05-22 | $200,000 | to support emergency response including surgical supplies, equip. & charitable medical srvcs. | $200,000 | NO | 6/30/2015 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | ||
| Patan Academy of Health Sciences | |||||||||||
| PO Box 26500 | Kathmandu | NP | 2015-05-22 | $35,717 | To support the Oxygen Generator Project at Patan Hospital in Kathmandu, Nepal. | $35,717 | NO | 6/30/2015 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | ||
| Autism Care Nepal | |||||||||||
| 156-NEEL SARASWATI MARG | GAIRIDHARA-2 | KATHMANDU | NP | 2015-05-22 | $50,000 | To support relief and recovery for families of the Autism Care Nepal community. | $50,000 | NO | 6/30/2015 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| United Mission to Nepal | |||||||||||
| PO Box 126 | Kathmandu | NP | 2015-04-28 | $100,000 | To support renovation and expansion project of the Okhaldhunga Hospital. | $100,000 | NO | 6/30/2015 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | ||
| Prime Minister's Earthquake Disaster | |||||||||||
| OFFICE OF THE PRIME MINISTER | SINGH DURBAR | KATHMANDU | NP | 2015-05-19 | $1,000,000 | to alleviate the suffering of families and communities affected by the earthquake and its aftermath. | $1,000,000 | NO | 6/30/2015 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 990PF, PART III, LINE 5: | FORM 990PF, PART III, LINE 5: | Transfer of net assets on March 30, 2015 to Gradian Health Systems, LLC (EIN 27 2092828), exempt under Internal Revenue Code ("IRC") Section 501(c)(3) and a private operating foundation under IRC Section 4942 (j)(3). Gradian received tax-exempt status pursuant to a determination letter issued by the Internal Revenue Service on May 7, 2015. CASH AND CASH EQUIVALENTS....................$2,111,263. ACCOUNTS RECEIVABLE..............................18,684. PREPAID EXPENSES AND OTHER ASSETS...............167,064. INVENTORY.....................................1,816,493. FIXED ASSETS....................................127,200. TOTAL ASSETS............................................$4,240,704. ACCOUNTS PAYABLE AND ACCRUED EXPENSES........$ 235,454. ACCRUED WARRANTY COSTS...........................50,653. DEFERRED REVENUE.................................36,090. TOTAL LIABILITIES.......................................$ 322,197. ------------ TOTAL TRANSFER OF NET ASSETS............................$3,918,507. ============ |
| FORM 990PF, PART IX-A - Summary of Direct Charitable Activities | FORM 990PF, PART IX-A - Summary of Direct Charitable Activities | LINE 1: TO SUPPORT DEVELOPMENT AND TECHNOLOGY OF THE UNIVERSAL ANESTHESIA MACHINE ("UAM"), A LOW COST, TROLLEY BASED WORKSTATION PROVIDING INHALATION ANESTHESIA USING AN OXYGEN CONCENTRATOR, AND INSTALLATION OF 17 UAMS IN 17 HOSPITALS IN 7 COUNTRIES. LINE 2: PARTNERSHIP WITH 18 HOSPITALS IN NEPAL AND SUPPORT TRAINING FOR 4,090 RURAL HEALTH CARE WORKERS, CURRICULA DEVELOPMENT, TRAINING SITE START-UP AND DEVELOPMENT, AND PROGRAMS THAT HELP RETAIN HEALTH CARE WORKERS IN THE FIELD. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HEDGE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $62,089,704 | BookValueAmt |
| EOYFMV | $62,089,704 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LEGAL FEES - NSF | $6,741 | $6,741 |
| LEGAL FEES - GHS | $58,071 | $38,154 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSFER OF NET ASSETS TO GRADIAN | $0 |
| HEALTH SYSTEMS, LLC, (EIN 27-2092828), | $0 |
| (SEE GENERAL EXPLANATION ATTACHMENT) | $3,918,507 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PARTNERSHIP EXP - RIEF | $517,826 | $0 | ||
| PARTNERSHIP EXP - RIDA | $500,832 | |||
| PROGRAM EXPENSES - GHS | $113,682 | $99,600 | ||
| DUES AND SUBSCRIPTIONS - NSF | $1,699 | $1,699 | ||
| DUES AND SUBSCRIPTIONS - GHS | $12,451 | $12,451 | ||
| OFFICE EXPENSES - NSF | $3,842 | $3,842 | ||
| OFFICE EXPENSES - GHS | $123,666 | $106,778 | ||
| INSURANCE - NSF | $28,175 | $28,406 | ||
| INSURANCE - GHS | $26,419 | $18,195 | ||
| PRODUCTION DEV. COSTS - GHS | $339,805 | $339,805 | ||
| WARRANTY EXPENSE - GHS | $17,139 | $8,712 | ||
| MARKETING EXPENSE - GHS | $266,615 | $266,615 | ||
| BOARD DEVELOPMENT, TECHNICAL | ||||
| ADVISORY AND COUNTRY | ||||
| REPRESENTATION SERVICES - NSF | $66,500 | $66,500 | ||
| HEALTH CARE WORKER DEVELOPMENT | ||||
| AND TRAINING - NSF | $103,000 | $103,000 | ||
| PAYROLL SERVICE FEES - GHS | $20,225 | $20,225 | ||
| VIDEO PRODUCTION - GHS | $15,285 | $15,285 | ||
| MISCELLANEOUS - NSF | $88,645 | $88,645 | ||
| MISCELLANEOUS - GHS | $11,891 | $11,891 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PARTNERSHIP INTERESTS - RIDA | Desc |
| Net Investment Income | -$7,872 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,335,759 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $173,012 | BOYBookValueAmt |
| EOY Book Value | $264,720 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES - GHS | CategoryTxt |
| Amt | $47,642 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $47,642 | DisbursementsCharitablePrpsAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UNIVERSAL ANAESTHESIA MACHINE | CategoryTxt |
| Gross Sales | $199,760 | GrossSalesAmt |
| Net | $199,760 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| EXCISE TAX EXPENSE | $91,708 | $0 | $0 | |
| FOREIGN TAXES PAID | $23,444 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICK SIMONS INSTITUTE | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 8975 EPC 1813 | AddressLine1Txt |
| City | JHAMSIKHEL | CityNm |
| Province Or State | LALITPUR | ProvinceOrStateNm |
| Country | NP | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203101239 | EIN |
| Desc | TO TRAIN & SUPPORT HEALTHCARE WORKERS IN THE RURAL REGIONS OF NEPAL. | Desc |
| Amt | $2,146,888 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,146,888 | TotalAmt |
Comments