2015-11-13T12:39:34-06:00 2014-12-31 GRANT THORNTON LLP 757 THIRD AVE 4TH FLOOR NEW YORK NY 100172013 990PF 2014-01-01 133794889 THE SIMONS FOUNDATION INC % FANG HAN SIMO 6466540066 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 SCOTT THOMPSETT TAX DIRECTOR 6466540066 2015-08-06 true Scott Thompsett P00741490 2125990100 2014 2016-02-25 16:41:14Z X 2358866359 X 23137304 26885 26855 1368688 1368688 133441 198971483 472555268 225186543 12767965 223504360 239350051 997654 997654 11663983 10776802 3581963 3459017 207818 0 0 219693 152550 0 0 126750 364486 366067 11252 11252 2869535 2500253 3551105 3652602 4203605 4281503 263597 213597 12616211 10475238 11526842 42984012 10475238 0 35631779 272677777 232372215 315661789 10475238 0 268003994 -92157429 228874813 300142 19 19 67468964 64875770 64875770 377990 237546 377990 377990 293245 256701 256701 13627 12610 12610 2088539993 2271690561 2271690561 27958407 7255504 22700674 20702903 20702903 2190845 949805 949805 2181745036 2358866359 2358866359 3552078 4312749 345316455 387305478 22715839 19087056 371584372 410705283 X 1810160664 1948161076 1810160664 1948161076 2181745036 2358866359 1810160664 -92157429 230157841 1948161076 1948161076 S-T CAPITAL GAIN FROM LPS P 2893482 -2893482 -2893482 L-T CAPITAL GAIN FROM LPS P 103137187 103137187 103137187 LESS L-T CAPITAL GAIN FROM UBTI -110566 LESS S-T CAPITAL GAIN FROM UBTI -10472 LESS 1231/1250 GAIN FROM UBTI -925425 HEDGE FUND 1 INVESTMENT 340000000 271114206 68885794 68885794 HEDGE FUND 2 INVESTMENT 193175 41998 151177 151177 HEDGE FUND 3 INVESTMENT 8000000 3735534 4264466 4264466 PUBLICLY TRADED SECURITIES 22943560 2882392 20061168 20061168 HEDGE FUND 4 INVESTMENT 101418533 68791837 32626696 32626696 225186543 false 206778839 2078519607 0.099484 202854053 1899938089 0.106769 147308462 1917585422 0.07682 147829209 1656513535 0.089241 69838161 1283310957 0.05442 0.426734 0.085347 2092304588 178571920 2288748 180860668 268003994 X 2288748 2288748 2288748 2324748 2324748 36000 36000 false false false false false true true false true true DE NY true false false true false true www.simonsfoundation.org FANG HAN 6466540066 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 true false false true true false false false false false false false false false false false true false false true false false false Marilyn Simons 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 president/director 30.0 0 0 0 James Simons 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 chairman of the board 10.0 0 0 0 Mark Silber 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 director 1.0 0 0 0 Maria Adler 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 cfo/treasurer/secretary 32.0 304021 58521 0 Gerald Fischbach 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 director/Chief Scientist 40.0 597728 37384 0 David Eisenbud 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 Director 1.0 0 0 0 LOUIS REICHARDT 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 DIRECTOR SFARI 40.0 546250 49639 0 ALEX LASH 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 CHIEF INFORMATICS 40.0 422815 58642 0 LESLIE GREENGARD 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 DIRECTOR SCDA 26.0 383333 23122 0 ABRAHAM LACKMAN 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 OFF. CIVIC AFFAIRS 32.0 350000 27115 0 MARION GREENUP 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 VICE PRES - ADMIN 40.0 337801 42176 0 73 Prometheus Research LLC 55 Church Street 7th Floor NEW HAVEN CT 06510 Research Consulting 2789169 Mindspec Inc 8280 Greensboro Dr Suite 150 MCLEAN VA 22102 Research Consulting 990880 Psychogenics Inc 765 Old Saw Mill River Road TARRYTOWN NY 10591 research consulting 198033 Two Turtle Productions LLC 19 El Sereno Ct SAN FRANCISCO CA 94127 Video Production 229688 Accountemps 12400 Collections Center Drive CHICAGO IL 60693 Temporary Staff 219346 34 SEE ATTACHMENT 19 14921723 SEE ATTACHMENT 19 2610537 SEE ATTACHMENT 19 2254027 SEE ATTACHMENT 19 1633398 2013439062 110728032 0 2124167094 0 2124167094 31862506 2092304588 104615229 104615229 2288748 2288748 102326481 1435259 103761740 103761740 268003994 0 0 0 0 268003994 2288748 265715246 103761740 0 2012 2011 2010 0 37491693 65394876 102400876 205287445 268003994 0 103761740 164242254 369529699 0 0 0 0 37491693 332038006 65394876 102400876 164242254 JAMES SIMONS NONE X TOTAL GRANTS PAID see statement 15 attached See statement 15 See statement NY 10010 see statement 15 232372215 232372215 TOTAL GRANTS APPROVED see statement 16 attached See statement 16 see statement NY 10010 See statement 16 207623607 207623607 14 26885 16 1368688 525990 1046807 18 197924676 1046807 199320249 200367056 false false false false false false false false false false X X 1 James Simons 160 5th Avenue 7th Floor New York NY 10010 23137304 X 1 Publicly Traded Securities 23137304 BDO SEIDMAN, LLP 76500 93500 GRANT THORNTON, LLP 76050 33250 Gerald Fischbach CHIEF SCIENTIST, GERALD FISCHBACH, UNDERTAKES A DUAL ROLE AT THE SIMONS FOUNDATION. THE COMPENSATION REPORTED ON THE FORM 990-PF IS PAID FOR SERVICES RENDERED AS AN EMPLOYEE OF THE FOUNDATION. DR. FISCHBACH IS NOT COMPENSATED IN HIS CAPACITY AS A BOARD DIRECTOR. HEDGE FUNDS FMV 824656899 824656899 PRIVATE EQUITY FUNDS FMV 168085642 168085642 INVESTMENT IN SUBSIDIARY FMV 1278948020 1278948020 COOLEY LLP 69350 65677 LOEB, BLOCK & PARTNERS 73589 74965 FRAGOMEN, DEL REY, BERNSEN, 32443 43081 LOEWY, LLP BRODY & BROWN, LLP 16936 17170 SCHANER & LUBITZ, PLLC 15500 18800 DUE FROM BROKER 254085 211942 211942 DUE FROM THIRD PARTIES 1936760 737863 737863 INFORMATION TECHNOLOGY 1463081 1416308 RENTAL EXPENSES (SUBLEASE) 1235247 1235247 COMMUNICATION EXPENSES 1234937 1290826 INVESTMENT EXPENSES FROM LPS 9239991 OFFICE EXPENSES 512019 785247 PROGRAMMATIC EXPENDITURES 7787370 7650904 HONORARIUM EXPENSES 383273 383273 CT CORPORATION SYSTEM 284 284 Ordinary Income from Investments in 12812799 Limited Partnerships Unrelated Business Income (Investment) -44834 reported on Form 990-T UNREALIZED GAINS ON INVESTMENT 34282340 NET UNREALIZED GAIN ON INVESTMENT IN 195875501 100% OWNED SUBSIDIARY 0 DEFERRED EXCISE TAX LIABILITY 12656470 14435381 DEFERRED RENT LIABILITY 10059369 4651675 HUMAN RESOURCES CONSULTING 128254 125132 RECRUITING FEES 62102 58785 EMPLOYEE TRAINING/DEVELOPMENT 29360 28190 PAYROLL SERVICES 20531 20518 MISCELLANEOUS CONSULTING 124239 133442 FEDERAL EXCISE TAXES 2852035 UNRELATED BUSINESS INCOME TAXE 17500 Helicoid Investment limited C/O HAMILTON TRUST MGMT CO LTD PALM GROVE HOUSE ROAD TOWN TORTOLA, BVI CJ vq 990688931 capital contribution 0 Clinical Research Associates LLC 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 463285474 CAPITAL CONTRIBUTION 1550000 Foundation Associates LLC 160 FIFTH AVENUE 7TH FLOOR NEW YORK NY 10010 463285543 CAPITAL CONTRIBUTION 1000000 2550000