NICK SIMONS FOUNDATION
Cite this
Plain text NICK SIMONS FOUNDATION. furp.org, nonprofit organization profile, tax years 2013–2024. https://furp.org/org/nick-simons-foundation-203101239. Retrieved 2026-10-29.
APA furp.org. (n.d.). NICK SIMONS FOUNDATION [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 29, 2026, from https://furp.org/org/nick-simons-foundation-203101239
MLA “NICK SIMONS FOUNDATION.” furp.org, tax years 2013–2024, https://furp.org/org/nick-simons-foundation-203101239. Accessed 29 Oct. 2026.
Retrieved 2026-10-29; covers tax years 2013–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $4.2M · expenses $7.7M · assets $223.7M
- EIN
- 20-3101239
- Address
- 149 5TH AVE 5TH FL, NEW YORK, NY 10010-6801
- Website
- NICKSIMONSFOUNDATION.ORG
- NTEE code
- T20
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- September 2006 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
6 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Stephen Rudy (former) | GRADIAN CEO | 2013-2014 | $285,877 | $687,015 | 2 |
| Erica Frenkel (former) | VP BUSINESS STRATEGY | 2013-2014 | $110,743 | $252,140 | 2 |
| Lina Sayed (former) | DIR MARKET STRATEGY | 2013-2014 | $96,123 | $204,169 | 2 |
| Ismael Cordero (former) | BIOMEDICAL SRVC MGR | 2013-2014 | $94,703 | $196,594 | 2 |
| Emily Ryan (former) | ADMIN. MANAGER | 2013 | $101,688 | $101,688 | 1 |
| Thomas Baade (former) | MARKET MANAGER | 2014 | $59,423 | $59,423 | 1 |
Officers and directors, no compensation reported
12 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| James Simons | CO-PRESIDENT & TREASURER (THRU 5/2024) | 2013-2024 | 2 | $0 reported | 13 |
| Nathaniel Simons | TRUSTEE | 2021-2024 | 0 | $0 reported | 5 |
| Marilyn Simons | CO-PRESIDENT & SECRETARY | 2013-2024 | 2 | $0 reported | 13 |
| Jacob Cappell | TRUSTEE | 2017-2024 | 0 | $0 reported | 3 |
| Audrey Cappell | TRUSTEE | 2017-2024 | 0 | $0 reported | 5 |
| Laura Baxter-Simons | TRUSTEE | 2013-2024 | 0 | $0 reported | 2 |
| Elizabeth Simons | TRUSTEE | 2021-2024 | 0 | $0 reported | 7 |
| Mark Heising | TRUSTEE | 2013-2024 | 0 | $0 reported | 4 |
| Caitlin Heising | TRUSTEE | 2013-2024 | 0 | $0 reported | 4 |
| Liz Simons (former) | TRUSTEE | 2013-2020 | 0 | $0 reported | 1 |
| Nat Simons (former) | TRUSTEE | 2013-2020 | 0 | $0 reported | 1 |
| Audrey Simons (former) | TRUSTEE | 2013-2016 | 0 | $0 reported | 4 |
People by year
2024 · 9 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES SIMONS | CO-PRESIDENT & TREASURER (THRU 5/2024) | 2 | $0 | - | $0 | $0 | 13 |
| MARILYN SIMONS | CO-PRESIDENT & SECRETARY | 2 | $0 | - | $0 | $0 | 13 |
| CAITLIN HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| MARK HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| AUDREY CAPPELL | TRUSTEE | 0 | $0 | - | $0 | $0 | 5 |
| LAURA BAXTER-SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
| ELIZABETH SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 7 |
| NATHANIEL SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 5 |
| JACOB CAPPELL | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
2023 · 9 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES SIMONS | CO-PRESIDENT & TREASURER | 1 | $0 | - | $0 | $0 | 13 |
| MARILYN SIMONS | CO-PRESIDENT & SECRETARY | 2 | $0 | - | $0 | $0 | 13 |
| CAITLIN HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| MARK HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| AUDREY CAPPELL | TRUSTEE | 0 | $0 | - | $0 | $0 | 5 |
| LAURA BAXTER-SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
| ELIZABETH SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 7 |
| NATHANIEL SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 5 |
| JACOB CAPPELL | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
2022 · 9 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES SIMONS | CO-PRESIDENT & TREASURER | 1 | $0 | - | $0 | $0 | 13 |
| MARILYN SIMONS | CO-PRESIDENT & SECRETARY | 2 | $0 | - | $0 | $0 | 13 |
| CAITLIN HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| MARK HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| AUDREY CAPPELL | TRUSTEE | 0 | $0 | - | $0 | $0 | 5 |
| LAURA BAXTER-SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
| ELIZABETH SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 7 |
| NATHANIEL SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 5 |
| JACOB CAPPELL | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
2021 · 9 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES SIMONS | CO-PRESIDENT & TREASURER | 1 | $0 | - | $0 | $0 | 13 |
| MARILYN SIMONS | CO-PRESIDENT & SECRETARY | 2 | $0 | - | $0 | $0 | 13 |
| CAITLIN HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| MARK HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| AUDREY CAPPELL | TRUSTEE | 0 | $0 | - | $0 | $0 | 5 |
| LAURA BAXTER-SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
| ELIZABETH SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 7 |
| NATHANIEL SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 5 |
| JACOB CAPPELL | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
2020 · 9 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES SIMONS | PRESIDENT | 1 | $0 | - | $0 | $0 | 13 |
| MARILYN SIMONS | SECRETARY & TREASURER | 2 | $0 | - | $0 | $0 | 13 |
| CAITLIN HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| MARK HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| AUDREY CAPPELL | TRUSTEE | 0 | $0 | - | $0 | $0 | 5 |
| LAURA BAXTER SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
| LIZ SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| NAT SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| JACOB CAPPELL | TRUSTEE | 0 | $0 | - | $0 | $0 | 3 |
2019 · 9 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES SIMONS | PRESIDENT | 1 | $0 | - | $0 | $0 | 13 |
| MARILYN SIMONS | SECRETARY & TREASURER | 2 | $0 | - | $0 | $0 | 13 |
| CAITLIN HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| MARK HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| AUDREY CAPPELL | TRUSTEE | 0 | $0 | - | $0 | $0 | 5 |
| LAURA BAXTER SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
| LIZ SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| NAT SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| JACOB CAPPELL | Trustee | 0 | $0 | - | $0 | $0 | 3 |
2018 · 9 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES SIMONS | PRESIDENT | 1 | $0 | - | $0 | $0 | 13 |
| MARILYN SIMONS | SECRETARY & TREASURER | 2 | $0 | - | $0 | $0 | 13 |
| CAITLIN HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| MARK HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| AUDREY CAPPELL | TRUSTEE | 0 | $0 | - | $0 | $0 | 5 |
| LAURA BAXTER SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
| LIZ SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| NAT SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| JACOB CAPPELL | Trustee | 0 | $0 | - | $0 | $0 | 3 |
2017 · 9 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES SIMONS | PRESIDENT | 1 | $0 | - | $0 | $0 | 13 |
| MARILYN SIMONS | SECRETARY & TREASURER | 2 | $0 | - | $0 | $0 | 13 |
| CAITLIN HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| MARK HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| AUDREY CAPPELL | TRUSTEE | 0 | $0 | - | $0 | $0 | 5 |
| LAURA BAXTER SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
| LIZ SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| NAT SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| JACOB CAPPELL | Trustee | 0 | $0 | - | $0 | $0 | 3 |
2016 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES SIMONS | PRESIDENT | 1 | $0 | - | $0 | $0 | 13 |
| MARILYN SIMONS | SECRETARY & TREASURER | 2 | $0 | - | $0 | $0 | 13 |
| CAITLIN HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| MARK HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| AUDREY SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| LAURA BAXTER SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
| LIZ SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| NAT SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2015 · 8 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES SIMONS | PRESIDENT | 1 | $0 | - | $0 | $0 | 13 |
| MARILYN SIMONS | SECRETARY & TREASURER | 2 | $0 | - | $0 | $0 | 13 |
| CAITLIN HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| MARK HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| AUDREY SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| LAURA BAXTER SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
| LIZ SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| NAT SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2014 · 13 people listed · 5 paid, $647K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN RUDY | GRADIAN CEO | 40 | $237,591 | - | $48,286 | $285,877 | 2 |
| ERICA FRENKEL | VP BUSINESS STRATEGY | 40 | $93,500 | - | $17,243 | $110,743 | 2 |
| LINA SAYED | DIR MARKET STRATEGY | 40 | $80,000 | - | $16,123 | $96,123 | 2 |
| ISMAEL CORDERO | BIOMEDICAL SRVC MGR | 40 | $67,000 | - | $27,703 | $94,703 | 2 |
| THOMAS BAADE | MARKET MANAGER | 40 | $53,115 | - | $6,308 | $59,423 | 1 |
| JAMES SIMONS | PRESIDENT | 1 | $0 | - | $0 | $0 | 13 |
| MARILYN SIMONS | SECRETARY & TREASURER | 2 | $0 | - | $0 | $0 | 13 |
| CAITLIN HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| MARK HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| AUDREY SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| LAURA BAXTER SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
| LIZ SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| NAT SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2013 · 13 people listed · 5 paid, $854K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN RUDY | GRADIAN CEO | 40 | $317,800 | - | $83,338 | $401,138 | 2 |
| ERICA FRENKEL | VP BUSINESS STRATEGY | 40 | $115,000 | - | $26,397 | $141,397 | 2 |
| LINA SAYED | DIR MARKET STRATEGY | 40 | $87,150 | - | $20,896 | $108,046 | 2 |
| ISMAEL CORDERO | BIOMEDICAL SVC MGR | 40 | $62,902 | - | $38,989 | $101,891 | 2 |
| EMILY RYAN | ADMIN. MANAGER | 40 | $60,125 | - | $41,563 | $101,688 | 1 |
| JAMES SIMONS | PRESIDENT | 1 | $0 | - | $0 | $0 | 13 |
| MARILYN SIMONS | SECRETARY & TREASURER | 2 | $0 | - | $0 | $0 | 13 |
| CAITLIN HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| MARK HEISING | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| AUDREY SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 4 |
| LAURA BAXTER SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 2 |
| LIZ SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| NAT SIMONS | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2023 · 1 contractor · $72K
| Name | Location | Service | Paid |
|---|---|---|---|
| EUCLIDEAN ADVISORS LLC | NEW YORK, NY | INVESTMENT MANAGEMENT | $72,000 |
2022 · 4 contractors · $458K
| Name | Location | Service | Paid |
|---|---|---|---|
| EUCLIDEAN ADVISORS LLC | NEW YORK, NY | INVESTMENT MANAGEMENT | $233,071 |
| GRANT THORNTON LLP | NEW YORK, NY | ACCOUNTING | $88,512 |
| BHEKH THAPA | BANESOWAR HEIGHL, KATHMANDU | PROGRAM CONSULTING | $76,844 |
| ANIL SHRESTHA | KHICHAPOKRI, KATHMANDU | PROGRAM CONSULTING | $59,500 |
2021 · 2 contractors · $157K
| Name | Location | Service | Paid |
|---|---|---|---|
| BHEKH THAPA | BANESOWAR HEIGHL, KATHMANDU | PROGRAM CONSULTING | $84,000 |
| GRANT THORNTON LLP | NEW YORK, NY | ACCOUNTING | $72,778 |
2020 · 3 contractors · $212K
| Name | Location | Service | Paid |
|---|---|---|---|
| BHEKH THAPA | BANESOWAR HEIGHL, KATHMANDU | PROGRAM CONSULTING | $91,000 |
| GRANT THORNTON LLP | NEW YORK, NY | ACCOUNTING | $66,055 |
| NEWHOUSE NY INC | NEW YORK, NY | PROGRAM CONSULTING | $55,329 |
2019 · 3 contractors · $232K
| Name | Location | Service | Paid |
|---|---|---|---|
| NEWHOUSE NY INC | NEW YORK, NY | PROGRAM CONSULTING | $89,245 |
| BHEKH THAPA | BANESOWAR HEIGHL, KATHMANDU | program consulting | $77,000 |
| Grant Thornton LLP | NEW YORK, NY | accounting | $65,900 |
2018 · 3 contractors · $225K
| Name | Location | Service | Paid |
|---|---|---|---|
| BHEKH THAPA | BANESOWAR HEIGHL, KATHMANDU | program consulting | $84,000 |
| Micro-Documentaries LLC | SAN FRANCISCO, CA | filmmaking services | $77,369 |
| Grant Thornton LLP | NEW YORK, NY | accounting | $63,497 |
2017 · 2 contractors · $142K
| Name | Location | Service | Paid |
|---|---|---|---|
| BHEKH THAPA | BANESOWAR HEIGHL, KATHMANDU | program consulting | $84,000 |
| Grant Thornton LLP | NEW YORK, NY | accounting | $58,241 |
2016 · 2 contractors · $139K
| Name | Location | Service | Paid |
|---|---|---|---|
| BHEKH THAPA | BANESOWAR HEIGHL, KATHMANDU | program consulting | $84,000 |
| Grant Thornton LLP | NEW YORK, NY | accounting | $54,638 |
2015 · 1 contractor · $84K
| Name | Location | Service | Paid |
|---|---|---|---|
| BHEKH THAPA | BANESOWAR HEIGHL, KATHMANDU | program consulting | $84,000 |
2014 · 5 contractors · $551K
| Name | Location | Service | Paid |
|---|---|---|---|
| Speck Product Design Inc | PALO ALTO, CA | Product development | $238,835 |
| BHEKH THAPA | BANESHWOR HEIGHT, KATHMANDU | PROGRAM CONSULTANT | $81,000 |
| STEPHEN KNOBLE | , KATHMANDU | PROGRAM CONSULTANT | $80,000 |
| PAUL FENTON | PROGRAM CONSULTANT | $79,882 | |
| OES Medical Ltd | STANDLAKE, WITNEY | SERVICE RETAINER | $71,565 |
2013 · 5 contractors · $879K
| Name | Location | Service | Paid |
|---|---|---|---|
| The Johns Hopkins University | BALTIMORE | CLINICAL TRIALS | $477,647 |
| Speck Product Design Inc | PALO ALTO | Product development | $159,582 |
| Paul Fenton | PROGRAM CONSULTANT | $97,094 | |
| STEPHEN KNOBLE | PROGRAM CONSULTANT | $73,333 | |
| BHEKH THAPA | PROGRAM CONSULTANT | $71,500 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 21 grants to organizations · $15.6M
Listed grants add up to $15,603,857; the return's “grants paid” expense line says $6,188,229. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 11 grants to organizations · $8.2M
Listed grants add up to $8,213,500; the return's “grants paid” expense line says $15,007,650. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 29 grants to organizations · $16.5M
Listed grants add up to $16,511,184; the return's “grants paid” expense line says $14,339,998. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 28 grants to organizations · $14.7M
Listed grants add up to $14,654,724; the return's “grants paid” expense line says $14,309,012. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 30 grants to organizations · $15.7M
Listed grants add up to $15,727,705; the return's “grants paid” expense line says $15,314,134. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 1 grant to organizations · $16.1M
Listed grants add up to $16,130,934; the return's “grants paid” expense line says $21,661,893. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 1 grant to organizations · $13.8M
Listed grants add up to $13,763,358; the return's “grants paid” expense line says $14,232,846. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 1 grant to organizations · $6.0M
Listed grants add up to $6,024,533; the return's “grants paid” expense line says $17,368,033. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 1 grant to organizations · $4.1M
Listed grants add up to $4,101,891; the return's “grants paid” expense line says $7,968,235. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 1 grant to organizations · $3.4M
Listed grants add up to $3,425,491; the return's “grants paid” expense line says $11,035,491. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 24 grants to organizations · $4.8M
Listed grants add up to $4,761,898; the return's “grants paid” expense line says $4,436,181. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 19 grants to organizations · $2.7M
Listed grants add up to $2,732,074; the return's “grants paid” expense line says $2,682,074. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2019 · 1 contributor · $17.5M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | James and Marilyn Simons | Person | NEW YORK, NY | $17,500,000 | - | Form 990PF Sch. B, 2019 · filing |
2018 · 1 contributor · $15.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | James and Marilyn Simons | Person | NEW YORK, NY | $15,000,000 | - | Form 990PF Sch. B, 2018 · filing |
2017 · 1 contributor · $2.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | MARILYN SIMONS | Person | NEW YORK, NY | $2,000,000 | - | Form 990PF Sch. B, 2017 · filing |
2015 · 1 contributor · $4.5M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | JAMES SIMONS | Person | NEW YORK, NY | $4,550,000 | - | Form 990PF Sch. B, 2015 · filing |
2014 · 2 contributors · $9.8M
2013 · 1 contributor · $7.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | JAMES SIMONS | Person | $6,950,000 | - | Form 990PF Sch. B, 2013 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $4,168,653 | $7,744,486 | $223,718,450 | $205,887,645 | - | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $1,127,625 | $15,796,294 | $219,370,267 | $193,418,703 | - | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $2,971,387 | $15,948,141 | $223,066,773 | $201,227,501 | - | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $12,723,775 | $16,008,141 | $230,924,638 | $208,289,512 | - | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $6,594,960 | $16,714,024 | $186,223,465 | $164,041,802 | $0 | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $36,291,370 | $22,223,641 | $137,604,109 | $115,957,898 | $17,500,000 | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $18,871,479 | $15,213,638 | $100,895,416 | $84,734,707 | $15,000,000 | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $8,636,709 | $17,972,007 | $81,146,638 | $65,851,120 | $2,000,000 | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $7,805,340 | $8,538,353 | $78,853,473 | $70,832,580 | $0 | - | $0 | - | - |
| 2015 · Form 990PF | ||||||||
| $8,607,342 | $11,575,391 | $75,698,761 | $68,373,459 | $4,550,000 | - | $0 | - | - |
| 2014 · Form 990PF | ||||||||
| $9,823,114 | $7,452,188 | $63,115,949 | $62,695,752 | $9,812,641 | - | $237,591 | - | - |
| 2013 · Form 990PF | ||||||||
| $6,393,667 | $5,809,830 | $60,891,541 | $59,907,574 | $6,950,000 | - | $317,800 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- NICK SIMONS FOUNDATION INTERNATIONAL New York, NY · 9 people in common (Audrey Cappell, Caitlin Heising, Elizabeth Simons)
- PAUL SIMONS FOUNDATION INC Stony Brook, NY · 4 people in common (Elizabeth Simons, James Simons, Marilyn Simons)
- SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE Berkeley, CA · 3 people in common (James Simons, Marilyn Simons, Nathaniel Simons)
- HEISING-SIMONS ACTION FUND San Francisco, CA · 3 people in common (Caitlin Heising, Elizabeth Simons, Mark Heising)
- CHERN MEDAL FOUNDATION Houston, TX · 3 people in common (James Simons, Marilyn Simons, Nathaniel Simons)
- ROCKEFELLER UNIVERSITY New York, NY · 2 people in common (James Simons, Marilyn Simons)
- STONY BROOK FOUNDATION INC Stony Brook, NY · 2 people in common (James Simons, Marilyn Simons)
- SIMONS FOUNDATION INC New York, NY · 2 people in common (James Simons, Marilyn Simons)
- FELICITY HOUSE INC New York, NY · 2 people in common (Audrey Cappell, Elizabeth Simons)
- FOUNDATION FOR A JUST SOCIETY New York, NY · 2 people in common (Audrey Cappell, Elizabeth Simons)
- AC & JC FOUNDATION New York, NY · 2 people in common (Audrey Cappell, Jacob Cappell)
- MJS FOUNDATION INC New York, NY · 2 people in common (James Simons, Marilyn Simons)
- IMAGINE 247 FOUNDATION New York, NY · 2 people in common (James Simons, Marilyn Simons)
- HSAF Los Altos, CA · 2 people in common (Elizabeth Simons, Mark Heising)
- COLD SPRING HARBOR LABORATORY Cold Spg Hbr, NY · 1 person in common (Marilyn Simons)
- INSTITUTE FOR ADVANCED STUDY Princeton, NJ · 1 person in common (James Simons)
- THE HEISING-SIMONS FOUNDATION Los Altos, CA · 1 person in common (Caitlin Heising)
- MATH FOR AMERICA INC New York, NY · 1 person in common (James Simons)
- NATIONAL MUSEUM OF MATHEMATICS New York, NY · 1 person in common (Marilyn Simons)
- ROBERTSON RESEARCH FUND INC Cold Spg Hbr, NY · 1 person in common (Marilyn Simons)
Funders of this organization
1 grantor reported grants to this organization, $75,000 in all, tax years 2014 to 2014. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| THE TECH INTERACTIVE | Public charity | Exact | 2014 | 1 | $75,000 | 2014 | $75,000 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| NICK SIMONS FOUNDATION INTERNATIONAL | NY | T20 | $5,260,000 | $5,259,291 | CO-PRESIDENT & TREASURER (THRU 5/2024) | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| SKADDEN FOUNDATION | NY | T20 | $5,166,870 | $5,653,825 | EXECUTIVE DIRECTOR & SECRETARY | $234,780 | Same NTEE code T20, revenue within 2x, same state, similar name |
| ADAR FOUNDATION | NY | T20 | $4,113,385 | $4,271,071 | TRUSTEE, PRESIDENT & VP | $0 | Same NTEE code T20, revenue within 2x, same state |
| NIEDERHOFFER FOUNDATION | NY | T20 | $3,716,904 | $249,762 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| JANDON FOUNDATION | NY | T20 | $4,346,282 | $3,238,989 | PRES/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| ALISON FOUNDATION | NY | T20 | $4,437,595 | $1,844,178 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| BEKER FOUNDATION | NY | T20 | $3,702,648 | $2,936,308 | EXECUTIVE DIRECTOR | $179,526 | Same NTEE code T20, revenue within 2x, same state |
| TSADRA FOUNDATION | NY | T20 | $3,476,404 | $2,846,555 | 0 | $149,374 | Same NTEE code T20, revenue within 2x, same state |
| THE@NICHOLLS BIONDI FOUNDATION | NY | T20 | $4,657,983 | $4,280,201 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| HOHMANN FOUNDATION | NY | T20 | $3,650,981 | $243,300 | OFFICER | $0 | Same NTEE code T20, revenue within 2x, same state |
| BLOCK FAMILY FOUNDATION | NY | T20 | $4,412,107 | $2,213,022 | MANAGER | $92,083 | Same NTEE code T20, revenue within 2x, same state |
| SYKES FAMILY FOUNDATION | NY | T20 | $4,415,449 | $2,156,394 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| NEW ERA CAP FOUNDATION | NY | T20 | $3,832,022 | $1,892,112 | PRESIDENT, DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| HAMD FOUNDATION INC | NY | T20 | $4,223,390 | $823,664 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| YGBL FOUNDATION INC | NY | T20 | $3,972,550 | $1,764,093 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| V&L MARX FOUNDATION | NY | T20 | $3,786,406 | $7,958,447 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| MEY SHARE FOUNDATION INC | NY | T20 | $4,237,077 | $841,234 | DIRECTOR & PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| KRONE FOUNDATION INC | NY | T20 | $4,661,197 | $510,918 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| E H A FOUNDATION INC | NY | T20 | $5,197,036 | $1,918,900 | VICE-PRESIDENT | $50,000 | Same NTEE code T20, revenue within 2x, same state |
| EDELMAN FAM FOUNDATION | NY | T20 | $4,399,181 | $14,765,997 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| KAYE FAMILY FOUNDATION | NY | T20 | $4,836,326 | $9,006,156 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| B BRIDGER H FOUNDATION | NY | T20 | $4,977,828 | $6,339,072 | TRUSTEE | $26,231 | Same NTEE code T20, revenue within 2x, same state |
| SALTZMAN FAMILY FOUNDATION | NY | T20 | $3,423,056 | $206,796 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| INDEPENDENT FOUNDATION | NY | T20 | $3,407,742 | $337,103 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| RICKY SANDLER FAMILY FOUNDATION | NY | T20 | $5,250,663 | $2,496,323 | Pres., Sec, Treas., Bd. Mem. | $0 | Same NTEE code T20, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $7,744,486 spent · pay $0 · grants $6,188,229 · events $68,184
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,188,229 | 79.9% | |
| Fees: other professional | $710,109 | 9.2% | |
| Taxes | $293,638 | 3.8% | |
| Occupancy | $184,113 | 2.4% | |
| Fees: accounting | $181,419 | 2.3% | |
| Other expenses | $104,990 | 1.4% | |
| Travel, conferences and meetings | $68,184 | 0.9% | |
| Fees: legal | $13,146 | 0.2% | |
| Printing and publications | $658 | 0.0% | |
| Total | $7,744,486 | 100% |
2023 · Form 990PF · $15,796,294 spent · pay $0 · grants $15,007,650 · events $15,052
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $15,007,650 | 95.0% | |
| Fees: other professional | $514,581 | 3.3% | |
| Taxes | $101,223 | 0.6% | |
| Occupancy | $89,775 | 0.6% | |
| Other expenses | $48,523 | 0.3% | |
| Travel, conferences and meetings | $15,052 | 0.1% | |
| Fees: accounting | $14,108 | 0.1% | |
| Printing and publications | $3,310 | 0.0% | |
| Fees: legal | $2,072 | 0.0% | |
| Total | $15,796,294 | 100% |
2022 · Form 990PF · $15,948,141 spent · pay $0 · grants $14,339,998 · events $117,926
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $14,339,998 | 89.9% | |
| Fees: other professional | $903,491 | 5.7% | |
| Fees: accounting | $181,601 | 1.1% | |
| Occupancy | $143,610 | 0.9% | |
| Travel, conferences and meetings | $117,926 | 0.7% | |
| Other expenses | $117,535 | 0.7% | |
| Taxes | $116,349 | 0.7% | |
| Fees: legal | $25,838 | 0.2% | |
| Printing and publications | $1,793 | 0.0% | |
| Total | $15,948,141 | 100% |
2021 · Form 990PF · $16,008,141 spent · pay $0 · grants $14,309,012 · events $8,493
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $14,309,012 | 89.4% | |
| Taxes | $839,150 | 5.2% | |
| Fees: other professional | $609,241 | 3.8% | |
| Fees: accounting | $96,125 | 0.6% | |
| Occupancy | $82,708 | 0.5% | |
| Fees: legal | $24,410 | 0.2% | |
| Other expenses | $22,398 | 0.1% | |
| Printing and publications | $16,604 | 0.1% | |
| Travel, conferences and meetings | $8,493 | 0.1% | |
| Total | $16,008,141 | 100% |
2020 · Form 990PF · $16,714,024 spent · pay $0 · grants $15,314,134 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $15,314,134 | 91.6% | |
| Taxes | $914,300 | 5.5% | |
| Fees: other professional | $356,643 | 2.1% | |
| Fees: accounting | $84,590 | 0.5% | |
| Other expenses | $22,180 | 0.1% | |
| Printing and publications | $11,592 | 0.1% | |
| Fees: legal | $10,585 | 0.1% | |
| Total | $16,714,024 | 100% |
2019 · Form 990PF · $22,223,641 spent · pay $124,831 · grants $21,661,893 · events $8,284
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $21,661,893 | 97.5% | |
| Fees: other professional | $212,245 | 1.0% | |
| Other salaries and wages | $124,831 | 0.6% | |
| Taxes | $104,571 | 0.5% | |
| Fees: accounting | $67,563 | 0.3% | |
| Other expenses | $23,022 | 0.1% | |
| Printing and publications | $11,196 | 0.1% | |
| Fees: legal | $10,036 | 0.0% | |
| Travel, conferences and meetings | $8,284 | 0.0% | |
| Total | $22,223,641 | 100% |
2018 · Form 990PF · $15,213,638 spent · pay $167,512 · grants $14,232,846 · events $105,703
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $14,232,846 | 93.6% | |
| Taxes | $391,268 | 2.6% | |
| Other salaries and wages | $136,907 | 0.9% | |
| Fees: other professional | $128,270 | 0.8% | |
| Other expenses | $109,355 | 0.7% | |
| Travel, conferences and meetings | $105,703 | 0.7% | |
| Fees: accounting | $64,885 | 0.4% | |
| Pension plans and employee benefits | $30,605 | 0.2% | |
| Printing and publications | $11,931 | 0.1% | |
| Fees: legal | $1,868 | 0.0% | |
| Total | $15,213,638 | 100% |
2017 · Form 990PF · $17,972,007 spent · pay $134,191 · grants $17,368,033 · events $22,668
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $17,368,033 | 96.6% | |
| Taxes | $209,034 | 1.2% | |
| Fees: other professional | $125,000 | 0.7% | |
| Other salaries and wages | $98,681 | 0.5% | |
| Fees: accounting | $59,369 | 0.3% | |
| Other expenses | $37,776 | 0.2% | |
| Pension plans and employee benefits | $35,510 | 0.2% | |
| Travel, conferences and meetings | $22,668 | 0.1% | |
| Printing and publications | $14,508 | 0.1% | |
| Fees: legal | $1,428 | 0.0% | |
| Total | $17,972,007 | 100% |
2016 · Form 990PF · $8,538,353 spent · pay $111,891 · grants $7,968,235 · events $13,914
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $7,968,235 | 93.3% | |
| Taxes | $219,428 | 2.6% | |
| Fees: other professional | $123,565 | 1.4% | |
| Other salaries and wages | $78,269 | 0.9% | |
| Fees: accounting | $60,655 | 0.7% | |
| Other expenses | $36,272 | 0.4% | |
| Pension plans and employee benefits | $33,622 | 0.4% | |
| Travel, conferences and meetings | $13,914 | 0.2% | |
| Fees: legal | $2,823 | 0.0% | |
| Printing and publications | $1,570 | 0.0% | |
| Total | $8,538,353 | 100% |
2015 · Form 990PF · $11,575,391 spent · pay $28,831 · grants $11,035,491 · events $24,339
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $11,035,491 | 95.3% | |
| Taxes | $253,264 | 2.2% | |
| Fees: other professional | $156,889 | 1.4% | |
| Other expenses | $30,728 | 0.3% | |
| Travel, conferences and meetings | $24,339 | 0.2% | |
| Other salaries and wages | $23,067 | 0.2% | |
| Fees: accounting | $22,690 | 0.2% | |
| Printing and publications | $21,207 | 0.2% | |
| Pension plans and employee benefits | $5,764 | 0.0% | |
| Fees: legal | $1,952 | 0.0% | |
| Total | $11,575,391 | 100% |
2014 · Form 990PF · $7,452,188 spent · pay $824,755 · grants $4,436,181 · events $357,046
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,436,181 | 59.5% | |
| Other expenses | $1,239,039 | 16.6% | |
| Other salaries and wages | $389,817 | 5.2% | |
| Travel, conferences and meetings | $357,046 | 4.8% | |
| Occupancy | $263,987 | 3.5% | |
| Pay: officers, directors, trustees | $237,591 | 3.2% | |
| Pension plans and employee benefits | $197,347 | 2.6% | |
| Fees: accounting | $109,974 | 1.5% | |
| Taxes | $91,708 | 1.2% | |
| Fees: legal | $64,812 | 0.9% | |
| Fees: other professional | $47,642 | 0.6% | |
| Depreciation and depletion | $17,044 | 0.2% | |
| Total | $7,452,188 | 100% |
2013 · Form 990PF · $5,809,830 spent · pay $955,029 · grants $2,682,074 · events $384,003
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,682,074 | 46.2% | |
| Other expenses | $830,718 | 14.3% | |
| Fees: other professional | $567,388 | 9.8% | |
| Travel, conferences and meetings | $384,003 | 6.6% | |
| Other salaries and wages | $369,841 | 6.4% | |
| Pay: officers, directors, trustees | $317,800 | 5.5% | |
| Pension plans and employee benefits | $267,388 | 4.6% | |
| Fees: accounting | $108,500 | 1.9% | |
| Taxes | $99,383 | 1.7% | |
| Occupancy | $97,402 | 1.7% | |
| Fees: legal | $79,639 | 1.4% | |
| Depreciation and depletion | $5,694 | 0.1% | |
| Total | $5,809,830 | 100% |
State business registration
- THE NICK SIMONS FOUNDATION NY, FOREIGN NOT-FOR-PROFIT CORPORATION, Active, formed 2005-11-07
The same business name in the same state, from the state’s official registry data.
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