NICK SIMONS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NICK SIMONS FOUNDATION (EIN 20-3101239)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201541329349103169
- Schema version
- 2013v4.0
- 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 Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2015-05-12T16:47:34-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100175001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FANG HAN | InCareOfNm |
| Business Name Control | NICK | BusinessNameControlTxt |
| Phone | 6466540066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FIFTH AVENUE 7TH FLOOR | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10010 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYN SIMONS | PersonNm |
| Person Title | SECRETARY & TREASURER | PersonTitleTxt |
| Phone | 6466540066 | PhoneNum |
| Signature | 2015-05-12 | 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 | 6466540066 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,891,541 | 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 | $6,950,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $232 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $232 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $637,942 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$674,903 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $611,048 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $492,886 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $118,162 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $176 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$262,487 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,393,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $375,687 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $317,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $317,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $369,841 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $351,844 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $267,388 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $267,388 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $79,639 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $45,029 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $108,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,805 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $95,296 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $567,388 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $514,769 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $99,383 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,340 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,694 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $97,402 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $104,040 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $384,003 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $316,033 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $830,718 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $935,580 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,021,769 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,127,756 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $986,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,033,968 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,682,074 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,732,074 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,809,830 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $986,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,766,042 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $583,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $806,697 | CashBOYAmt |
| Cash EOY | $1,232,495 | CashEOYAmt |
| Cash EOYFMV | $1,232,495 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $233,369 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,156 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $10,000,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Inventories BOY | $424,922 | InventoriesBOYAmt |
| Inventories EOY | $545,908 | InventoriesEOYAmt |
| Inventories EOYFMV | $545,908 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $29,095 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $194,370 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $194,370 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $45,102,625 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $57,753,945 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,753,945 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $68,502 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,694 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $62,808 | LandEOYAmt |
| Land EOYFMV | $62,808 | LandEOYFMVAmt |
| Other Assets BOY | $267,205 | OtherAssetsBOYAmt |
| Other Assets EOY | $981,859 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $981,859 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,863,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,891,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,891,541 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $276,791 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $356,588 | AccountsPayableEOYAmt |
| Grants Payable BOY | $485,717 | GrantsPayableBOYAmt |
| Grants Payable EOY | $435,717 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $31,200 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $18,650 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $72,691 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $173,012 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $866,399 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $983,967 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $859,124 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,117,864 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $55,138,390 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $57,789,710 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,997,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,907,574 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,863,913 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,891,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,997,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $583,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,326,223 | OtherIncreasesAmt |
| Subtotal | $59,907,574 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $59,907,574 | 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 | -$114,923 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$114,923 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,170,694 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $40,296,228 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.128317 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,021,464 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,493,121 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.196973 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,076,656 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,169,912 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.23743 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,924,982 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,965,184 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.657982 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,630,669 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $153,289 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 30.208749 | DistributionYr5Rt |
| Total Distribution | 31.429451 | TotalDistributionRt |
| Average Distribution | 6.28589 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $51,923,115 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $326,382,989 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $326,382,989 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,766,042 | 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 | FANG HAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6466540066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FIFTH AVENUE 7TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10010 | ZIPCode |
| 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES SIMONS | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| MARILYN SIMONS | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | SECRETARY & TREASURER | 2.0 | $0 | $0 | $0 |
| CAITLIN HEISING | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| MARK HEISING | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| AUDREY SIMONS | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| LAURA BAXTER SIMONS | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| LIZ SIMONS | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| NAT SIMONS | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| STEPHEN RUDY | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | GRADIAN CEO | 40.0 | $317,800 | $83,338 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $115,000 | $26,397 | $0 |
| LINA SAYED | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | DIR MARKET STRATEGY | 40.0 | $87,150 | $20,896 | $0 |
| ISMAEL CORDERO | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | BIOMEDICAL SVC MGR | 40.0 | $62,902 | $38,989 | $0 |
| EMILY RYAN | ||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | ADMIN. MANAGER | 40.0 | $60,125 | $41,563 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1 | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | Province Or StateForeignAddress/ProvinceOrState | CityForeignAddress/City |
|---|---|---|---|---|---|---|---|---|---|---|
| The Johns Hopkins University | ||||||||||
| 3400 N Charles STREET | BALTIMORE | MD | 21218 | CLINICAL TRIALS | $477,647 | |||||
| Speck Product Design Inc | ||||||||||
| 3221 PORTER DRIVE | PALO ALTO | CA | 94304 | Product development | $159,582 | |||||
| Paul Fenton | ||||||||||
| PROGRAM CONSULTANT | $97,094 | AGNAC | FR | 47800 | ||||||
| STEPHEN KNOBLE | ||||||||||
| PROGRAM CONSULTANT | $73,333 | PO BOX 8975 EPC 1813 | NP | KATHMANDU | ||||||
| BHEKH THAPA | ||||||||||
| PROGRAM CONSULTANT | $71,500 | 239 TANKA PRASAD ROAD | NP | KATHMANDU | BANESHWOR HEIGHT | |||||
| 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 | $2,625,522 | Expenses1Amt |
| Description2 | SEE GENERAL EXPLANATION ATTACHMENT | Description2Txt |
| Expenses2 | $196,824 | 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 | $50,391,815 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,322,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,713,822 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,713,822 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $790,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,923,115 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,596,156 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,596,156 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $2,596,156 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,596,156 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,596,156 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,766,042 | 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 | $5,766,042 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,766,042 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,596,156 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,623,005 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,626,723 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,218,164 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,746,956 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,156,293 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,371,141 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,766,042 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,596,156 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,169,886 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,541,027 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,623,005 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,918,022 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,626,723 | ExcessFromYear4Amt |
| Excess From Year3 | $3,218,164 | ExcessFromYear3Amt |
| Excess From Year2 | $3,746,956 | ExcessFromYear2Amt |
| Excess From Year1 | $3,156,293 | ExcessFromYear1Amt |
| Excess From Current Year | $3,169,886 | 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 (19 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NICK SIMONS INSTITUTE | ||||||||||||
| BOX 8975 EPC 1813 | JHAMSIKHEL | BOX 8975, EPC 181 | NP | n/a | PC | PROGRAM & GENERAL OPERATING SUPPORT | $1,900,108 | |||||
| Project Prakash Foundation | ||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | 955 Massachusetts Avenue 351 | Cambridge | MA | 02139 | |||||
| THE AMERICAN HIMALAYAN FOUNDATION | ||||||||||||
| N/A | PC | PROGRAM SUPPORT | $234,366 | 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 | |||||
| PATAN HOSPITAL | ||||||||||||
| Lagankhel ROAD | Lalitpur 44700 | NP | N/A | NC | Charitable Care Fund and Capital Needs | $50,000 | ||||||
| ADVANCE GCFA | ||||||||||||
| N/A | PC | PURPOSE RESTRICTED SUPPORT | $45,000 | COVENANT RELATIONSHIP OFFICE | NEW YORK | NY | 10115 | 475 RIVERSIDE DRIVE ROOM 320 | ||||
| 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 | PROGRAM SUPPORT | $25,000 | PO Box 9990 | Chapel Hill | NC | 27515 | |||||
| FOUNDATION FOR THE PEOPLE OF BURMA PARTNERS ASIA | ||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | 220 SECOND AVENUE SOUTH | SEATTLE | WA | 98104 | |||||
| FRIENDS OF PATAN HOSPITAL | ||||||||||||
| N/A | PC | PROGRAM SUPPORT | $5,000 | 1980 DAHLIA STREET | DENVER | CO | 80220 | |||||
| KATHAMANDU VALLEY PRESERVATION TRUST | ||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | 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 | $5,000 | ||||||
| LO GYALPO JIGME CC FOUNDATION | ||||||||||||
| PO BOX 10489 | CHABAHIL | KATHMANDU | NP | N/A | NC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| RURAL HEALTH & EDUCATION SERVICE TRUST (RHEST) | ||||||||||||
| Post Box No 355 Bishal | Nagar, Ward No. 5 | Kathmandu | NP | N/A | NC | PROGRAM SUPPORT | $2,600 | |||||
| AMERICAN NEPAL MEDICAL FOUNDATION | ||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | 2743 SOUTH VETERANS HOSPITAL PMB | SPRINGFIELD | IL | 62704 | |||||
| Nepal ko Yuwa | ||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | 35 Chestnut St | Belmont | MA | 02478 | |||||
| NYAYA HEALTH | ||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | 135 COLLEGE ST STE 323 | NEW HAVEN | CT | 06510 | |||||
| POSSIBLE | ||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | 17 WEST 17TH STREET 7TH FLOOR | NEW YORK | NY | 10011 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,732,074 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROJECT PRAKASH FOUNDATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 955 Massachusetts Avenue 351 | AddressLine1 |
| City | Cambridge | City |
| State | MA | State |
| ZIP Code | 02139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $200,000 | 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 | $232 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$674,903 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $118,162 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME - NSF | 01 | $110 |
| OTHER INCOME - GHS | 01 | $66 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$674,495 | ExclusionAmt |
| Related Or Exempt Function Incm | $118,162 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$556,333 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES SIMONS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FIFTH AVENUE 7TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,950,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $40,500 | $13,365 | $0 | $26,036 |
| BDO AUDIT AND TAX - GHS | $14,000 | $4,620 | $0 | $15,260 |
| FMA BOOKEEPING - GHS | $54,000 | $17,820 | $0 | $54,000 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| EQUIPMENT | 2014-01-01 | $29,147 | $0 | SL | 3 | $4,858 |
| CONSTRUCT IN PROG. | 2014-01-01 | $30,995 | $0 | $0 | ||
| FURNITURE/EQUIP. | 2000-01-01 | $8,360 | $0 | SL | 5 | $836 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| NICK SIMONS INSTITUTE | ||||||||||
| BOX 8975 EPC 1813 | JHAMSIKHEL | LALITPUR | NP | 2014-05-27 | $1,900,108 | TO TRAIN AND SUPPORT SKILLED COMPASSIONATE HEALTHCARE WORKERS IN THE RURAL REGIONS OF NEPAL | $1,900,108 | NO | 6/30/2014 | 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 HOSPITAL | ||||||||||
| Lagankhel ROAD | Lalitpur 44700 | NP | 2013-07-24 | $50,000 | TO support capital improvements in hospital, including equipment and facility renovations | $50,000 | NO | 6/30/2014 | 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 | ||||||||||
| 2014-03-14 | $5,000 | TO SUPPORT Hospice's important mission TO PROVIDE palliative care | $5,000 | NO | 6/30/2014 | 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 | ||||||||||
| 2014-05-02 | $5,000 | TO Support Ambulatory Care to Kathmandu and Patan | $5,000 | NO | 6/30/2014 | 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 | 2014-03-17 | $5,000 | TO SUPPORT FOUNDATION'S restoration and education PROJECT in Mustang | $5,000 | NO | 6/30/2014 | 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 |
| RURAL HEALTH & EDUCATION SERVICE TRUST | ||||||||||
| Post Box No 355 Bishal | Nagar, Ward No. 5 | Kathmandu | NP | 2013-09-23 | $2,600 | TO SUPPORT The Global Health and Innovation CONFERENCE | $2,600 | NO | 6/30/2014 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990PF, PART IX-A - Summary of Direct Charitable Activities | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART IX-A - Summary of Direct Charitable Activities | FormAndLineReferenceDesc |
| Medium Explanation | 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 46 UAMS IN 40 HOSPITALS IN 10 COUNTRIES. LINE 2 PARTNERSHIP WITH 11 HOSPITALS IN NEPAL AND SUPPORT TRAINING FOR 2,500 RURAL HEALTH CARE WORKERS, CURRICULA DEVELOPMENT, TRAINING SITE START-UP AND DEVELOPMENT, AND PROGRAMS THAT HELP RETAIN HEALTH CARE WORKERS IN THE FIELD. | MediumExplanationTxt |
Investments Land Schedule2 InvestmentsLandSchedule2
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 | $57,753,945 | BookValueAmt |
| EOYFMV | $57,753,945 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| EQUIPMENT | $29,147 | $4,858 | $24,289 |
| CONSTRUCT IN PROG.C | $30,995 | $0 | $30,995 |
| FURNITURE/EQUIP. | $8,360 | $836 | $7,524 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES - NSF | $3,796 | $0 | $0 | $3,796 |
| LEGAL FEES - GHS | $75,843 | $0 | $0 | $41,233 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVENTORY DEPOSITS | $267,205 | $888,020 | $888,020 |
| SECURITY DEPOSITS | $93,839 | $93,839 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PARTNERSHIP EXP - RIEF | $0 | $345,834 | $0 | $0 |
| PARTNERSHIP EXP - RIDA | $0 | $589,746 | $0 | $0 |
| GHS PROGRAM EXPENSES | $62,154 | $0 | $0 | $20,036 |
| PRODUCTION DEV. COSTS - GHS | $533,081 | $0 | $0 | $696,421 |
| OFFICE EXPENSES - NSF | $21,925 | $0 | $0 | $21,925 |
| OFFICE EXPENSES - GHS | $103,088 | $0 | $0 | $193,234 |
| INSURANCE - NSF | $17,510 | $0 | $0 | $21,216 |
| INSURANCE - GHS | $34,216 | $0 | $0 | $37,013 |
| WARRANTY EXPENSE - GHS | $32,000 | $0 | $0 | $5,180 |
| BUSINESS DEVELOPMENT - GHS | $6,000 | $0 | $0 | $6,000 |
| MISCELLANEOUS - GHS | $19,244 | $0 | $0 | $19,244 |
| FILING FEES | $1,500 | $0 | $0 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - NSF | $110 | $0 | $0 |
| OTHER INCOME - GHS | $66 | $0 | $0 |
| FROM PARTNERSHIP INTERESTS - RIDA | -$262,487 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $3,326,223 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $72,691 | BOYBookValueAmt |
| EOY Book Value | $173,012 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES - GHS | $282,303 | $0 | $0 | $234,685 |
| BOARD DEVELOPMENT, TECHNICAL | $0 | $0 | $0 | $0 |
| ADVISORY AND COUNTRY | $0 | $0 | $0 | $0 |
| REPRESENTATION SERVICES - NSF | $114,000 | $114,000 | ||
| HEALTH CARE WORKER DEVELOPMENT | $0 | $0 | $0 | $0 |
| AND TRAINING - NSF | $129,130 | $0 | $0 | $124,129 |
| PAYROLL SERVICE FEES - GHS | $12,536 | $0 | $0 | $12,536 |
| VIDEO PRODUCTION - GHS | $19,075 | $0 | $0 | $19,075 |
| OTHER PROFESSIONAL FEES - GHS | $10,344 | $0 | $0 | $10,344 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UNIVERSAL ANAESTHESIA MACHINE | CategoryTxt |
| Gross Sales | $611,048 | GrossSalesAmt |
| Net | $611,048 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX EXPENSE - NSF | $99,383 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $15,340 | $0 | $0 |
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 | BusinessNameLine1 |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 8975 EPC 1813 | AddressLine1 |
| City | JHAMSIKHEL | City |
| Province Or State | LALITPUR | ProvinceOrState |
| Country | NP | Country |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 000000000 | EIN |
| Desc | TO TRAIN & SUPPORT HEALTHCARE WORKERS IN THE RURAL REGIONS OF NEPAL. | Desc |
| Amt | $1,900,108 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,900,108 | TotalAmt |
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