NICK SIMONS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NICK SIMONS FOUNDATION (EIN 20-3101239)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202441359349103799
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T14:45:02-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | 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) |
|---|---|---|
| Business Name Control | NICK | BusinessNameControlTxt |
| Phone | 6469681888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 5TH AVE 5TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYN SIMONS | PersonNm |
| Person Title | CO-PRESIDENT & SECRETARY | PersonTitleTxt |
| Phone | 6469681888 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARILYN | PersonFirstNm |
| Person Last | SIMONS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $223,066,773 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,971,387 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,971,387 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $446,756 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $152,100,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,245,943 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$645,153 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,971,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,018,933 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,838 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,929 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $181,601 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $62,905 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $56,196 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $903,491 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $323,842 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $595,396 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $116,349 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,934 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $143,610 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $142,055 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $117,926 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $98,361 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,793 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,793 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $117,535 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $82,374 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,608,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $418,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $998,104 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,339,998 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,511,184 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,948,141 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $418,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,509,288 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,976,754 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,600,252 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,984 | CashBOYAmt |
| Cash EOY | $202,723 | CashEOYAmt |
| Cash EOYFMV | $202,723 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,034,808 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,443,373 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,443,373 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $123,418 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $132,562 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $132,562 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $224,623,411 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $155,287,199 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $155,287,199 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,017 | OtherAssetsBOYAmt |
| Other Assets EOY | $916 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $916 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $230,924,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,066,773 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $223,066,773 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $159,068 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $401,137 | AccountsPayableEOYAmt |
| Grants Payable BOY | $20,161,018 | GrantsPayableBOYAmt |
| Grants Payable EOY | $19,256,245 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,315,040 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,181,890 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,635,126 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,839,272 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $208,289,512 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $201,227,501 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $208,289,512 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $201,227,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $230,924,638 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $223,066,773 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $208,289,512 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,976,754 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,917,657 | OtherIncreasesAmt |
| Subtotal | $201,230,415 | SubtotalAmt |
| Other Decreases | $2,914 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $201,227,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| SHORT-TERM CAPITAL LOSS FROM LPS | P | -$3,474,385 | -$3,474,385 | ||
| LONG-TERM CAPITAL GAINS FROM LPS | P | $2,987,971 | $2,987,971 | ||
| FUND-OF-FUND INVESTMENT SALE | P | $142,810,788 | $142,810,788 | $152,100,957 | $9,290,169 |
| LESS: SHORT-TERM CAPITAL GAIN FROM UBTI | P | -$8,425 | -$8,425 | ||
| LESS: LONG-TERM CAPITAL GAIN FROM UBTI | P | -$70,006 | -$70,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,245,943 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,482,810 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,009,944 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,009,944 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,009,944 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,099,549 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,139,549 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $129,605 | OverpaymentAmt |
| Applied To ES Tax | $129,605 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NICKSIMONSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | FANG HAN | IndividualWithBooksNm |
| Phone | 6469681888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 5TH AVE 5TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | NP | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES SIMONS | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | CO-PRESIDENT & TREASURER | 1.00 | $0 | $0 | $0 |
| MARILYN SIMONS | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | CO-PRESIDENT & SECRETARY | 2.00 | $0 | $0 | $0 |
| CAITLIN HEISING | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MARK HEISING | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| AUDREY CAPPELL | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| LAURA BAXTER-SIMONS | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ELIZABETH SIMONS | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| NATHANIEL SIMONS | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JACOB CAPPELL | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|
| EUCLIDEAN ADVISORS LLC | |||||||||
| 160 5TH AVE 9TH FLOOR | NEW YORK | NY | 10010 | INVESTMENT MANAGEMENT | $233,071 | ||||
| GRANT THORNTON LLP | |||||||||
| 757 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING | $88,512 | ||||
| BHEKH THAPA | |||||||||
| PROGRAM CONSULTING | $76,844 | 239 JANKPRASAD ROAD | BANESOWAR HEIGHL | KATHMANDU | NP | ||||
| ANIL SHRESTHA | |||||||||
| PROGRAM CONSULTING | $59,500 | MEERA HOME | KHICHAPOKRI | KATHMANDU | NP | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $140,359,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,403,718 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $226,763,292 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $226,763,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,401,449 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $223,361,843 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,168,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,168,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,009,944 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,009,944 | TotalTaxAmt |
| Distributable Before Adj | $9,158,148 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,725,140 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,883,288 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,883,288 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,509,288 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,509,288 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,883,288 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $715,530 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,917,771 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,943,119 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,372,884 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,858,512 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,807,816 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,509,288 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,883,288 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,626,000 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,433,816 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $715,530 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,718,286 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,917,771 | ExcessFromYear4Amt |
| Excess From Year3 | $10,943,119 | ExcessFromYear3Amt |
| Excess From Year2 | $8,372,884 | ExcessFromYear2Amt |
| Excess From Year1 | $4,858,512 | ExcessFromYear1Amt |
| Excess From Current Year | $6,626,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES SIMONS | ContributingManagerNm |
| Contributing Manager | MARILYN SIMONS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICA NEPAL MEDICAL FOUNDATION | ||||||||||||
| 120 PALENCIA VILLAGE DRIVE | ST AUGUSTINE | FL | 32095 | N/A | PC | TO SUPPORT THE FOUNDATION'S MISSION AND CHARITABLE ACTIVITIES IN NEPAL | $5,000 | |||||
| AMERICAN HIMALAYAN FOUNDATION | ||||||||||||
| 909 MONTGOMERY STREET SUITE 400 | SAN FRANCISCO | CA | 94133 | N/A | PC | PROGRAM AND GENERAL OPERATING SUPPORT FOR WORK IN NEPAL | $143,638 | |||||
| AUTISM CARE NEPAL | ||||||||||||
| N/A | NC | TO SUPPORT THE MISSION AND CHARITABLE ACTIVITIES OF ACNS | $20,000 | PO BOX 10918 LAZIMPAT GAIRIDHARA-2 | KATHMANDU | NP | ||||||
| AUTISM CARE NEPAL | ||||||||||||
| N/A | NC | CONSTRUCTION OF A NEW SERVICE AND TRAINING FACILITY FOR CHILDREN AND YOUNG ADULTS WITH AUTISM AND THEIR FAMILIES | $188,970 | PO BOX 10918 LAZIMPAT GAIRIDHARA-2 | KATHMANDU | NP | ||||||
| BHASKAR-TEJSHREE MEMORIAL FOUNDATION | ||||||||||||
| N/A | NC | CONSTRUCTION OF THE BHASKAR MEMORIAL FOUNDATION BUILDING & PROGRAM SUPPORT PLEDGE | $175,276 | 239 TANKA PRASAD MARG OLD BANESHWOR | KATHMANDU | NP | HEIGHT | |||||
| BIRAT NEPAL MEDICAL TRUST | ||||||||||||
| N/A | NC | TO SUPPORT IMPLEMENTATION MODELING AND VALIDATION TO ACCELERATE TB ELIMINATION IN NEPAL | $158,363 | PO BOX 20564 LAZIMPAT | KATHMANDU | NP | ||||||
| BRIGHAM AND WOMEN'S HOSPITAL INC | ||||||||||||
| 116 HUNTINGTON AVENUE THIRD FLOOR | BOSTON | MA | 02116 | N/A | PC | TO PROVIDE TECHICAL SUPPORT FOR HEALTH CARE SERVICES IN NEPAL | $106,419 | |||||
| FRIENDS OF PATAN HOSPITAL | ||||||||||||
| 1980 DAHLIA STREET | DENVER | CO | 80220 | N/A | PC | TO SUPPORT THE MISSION AND CHARITABLE ACTIVITIES OF PATAN HOSPITAL | $5,000 | |||||
| FUTURE GENERATIONS | ||||||||||||
| 390 ROAD LESS TRAVELED ROAD | FRANKLIN | WV | 26807 | N/A | PC | TO SUPPORT THE COMMUNITY-BASED HEALTH CARE, DEVELOPMENT AND CONSERVATION PROJECT IN THE BARUN VALLEY, NEPAL | $50,000 | |||||
| GRADIAN HEALTH SYSTEMS | ||||||||||||
| 915 BROADWAY | NEW YORK | NY | 10010 | N/A | POF | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY (FY 2020-2023) | $4,875,000 | |||||
| GRADIAN HEALTH SYSTEMS | ||||||||||||
| 915 BROADWAY | NEW YORK | NY | 10010 | N/A | POF | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY | $1,000,000 | |||||
| GRADIAN HEALTH SYSTEMS | ||||||||||||
| 915 BROADWAY | NEW YORK | NY | 10010 | N/A | POF | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY (FY 2023-2024) | $1,625,000 | |||||
| HIMALAYAN CATARACT PROJECT | ||||||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | N/A | PC | PROGRAM SUPPORT FOR NEPAL BASED ACTIVITIES | $50,000 | |||||
| HOSPICE NEPAL | ||||||||||||
| N/A | NC | TO SUPPORT THE MISSION AND CHARITABLE ACTIVITIES OF HOSPICE NEPAL IN HONOR OF RAJESH GONGAL | $20,000 | LAGANKHEL | LALITPUR | NP | ||||||
| IPAS | ||||||||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | N/A | PC | UNRESTRICTED PROGRAM SUPPORT FOR REPRODUCIVE HEALTH IN NEPAL | $25,000 | |||||
| KATHMANDU VALLEY PRESERVATION TRUST | ||||||||||||
| 36 WEST 25TH STREET 17TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | GENERAL OPERATING SUPPORT TO SUPPORT NEPAL-BASED WORK | $5,000 | |||||
| LIVERPOOL SCHOOL OF TROPICAL MEDICINE | ||||||||||||
| N/A | NC | TO SUPPORT IMPLEMENTATION MODELING AND VALIDATION TO ACCELERATE TB ELIMINATION IN NEPAL | $76,660 | PEMBROKE PLACE | LIVERPOOL | UK | L3 5QA | |||||
| LO GYALPO JIGME CULTURAL FOUNDATION | ||||||||||||
| N/A | NC | TO SUPPORT THE FOUNDATION'S RESTORATION AND EDUCATION PROJECTS IN MUSTANG | $7,500 | PO BOX 10489 CHABAHIL | KATHMANDU | NP | ||||||
| NEPAL MATHEMATICAL SOCIETY | ||||||||||||
| N/A | NC | TO SUPPORT MASTERS STUDENTS IN MATHEMATICS AT TRIBHUVAN UNIVERSITY | $5,000 | CENTRAL DEPARTMENT OF MATHEMATICS | KATHMANDU | NP | TRIBHUVAN UNIVERSITY | |||||
| NEPAL MATHEMATICAL SOCIETY | ||||||||||||
| N/A | NC | TO SUPPORT SOCIETY TO SOCIETY (S2S): STRENGTHENING MATHEMATICS EDUCATION IN NEPAL | $45,358 | CENTRAL DEPARTMENT OF MATHEMATICS | KATHMANDU | NP | TRIBHUVAN UNIVERSITY | |||||
| NICK SIMONS FOUNDATION INTERNATIONAL | ||||||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | N/A | PF | PROGRAM AND GENERAL OPERATING SUPPORT FOR THE NICK SIMONS INSTITUTE IN NEPAL | $5,520,000 | |||||
| NYAYA HEALTH NEPAL | ||||||||||||
| N/A | NC | SUPPORT FOR HOSPITAL SERVICES AND PROGRAMS AT BAYALPATA HOSPITAL, AND SERVICE EXPANSION IN THE DISTRICT OF ACHHAAM, FAR-WESTERN, NEPAL. | $500,000 | NYACHHYON GRIHA LALITPUR METROPOLIT | LALITPUR | NP | N CITY-10 KUPONDOLE | 44700 | ||||
| PARTNERS ASIA | ||||||||||||
| 436 14TH STREET SUITE 411 | OAKLAND | CA | 94612 | N/A | PC | PROGRAM SUPPORT IN SOUTHEAST ASIA | $25,000 | |||||
| PATAN HOSPITAL | ||||||||||||
| N/A | NC | TO SUPPORT THE MISSION AND CHARITABLE ACTIVITIES OF THE HOSPITAL | $64,000 | LAGANKHEL SATDOBATO ROAD | KATHMANDU | NP | ||||||
| PATAN HOSPITAL | ||||||||||||
| N/A | NC | TO SUPPORT THE GRATUITY (RETIREMENT) FUND FOR PATAN HOSPITAL STAFF | $1,125,000 | LAGANKHEL SATDOBATO ROAD | KATHMANDU | NP | ||||||
| PATAN HOSPITAL | ||||||||||||
| N/A | NC | TO SUPPORT THE CONSTRUCTION OF THE HOSTEL BLOCK FOR THE SCHOOL OF NURSING AND MIDWIFERY AT SANEPA, LALITPUR | $600,000 | LAGANKHEL SATDOBATO ROAD | KATHMANDU | NP | ||||||
| PATAN HOSPITAL | ||||||||||||
| N/A | NC | PALLATIVE CARE FELLOWSHIPS | $20,000 | LAGANKHEL SATDOBATO ROAD | KATHMANDU | NP | ||||||
| PROJECT PRAKASH FOUNDATION | ||||||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | N/A | PC | TO PROVIDE PROGRAM SUPPORT FOR WORK IN INDIA | $50,000 | |||||
| TIM ALVEN'S MEMORIAL FUND | ||||||||||||
| N/A | NC | TO SUPPORT THE MISSION AND CHARITABLE ACTIVITIES OF THE FUND IN NEPAL | $20,000 | HORSJOGATAN 20 | SMALANDSSTENAR | SW | 333 31 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,511,184 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| GRADIAN HEALTH SYSTEMS | ||||||||||
| 915 BROADWAY | NEW YORK | NY | 10010 | N/A | POF | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY | $1,000,000 | |||
| GRADIAN HEALTH SYSTEMS | ||||||||||
| 915 BROADWAY | NEW YORK | NY | 10010 | N/A | POF | ROLLING PLEDGE TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY (FY 2025-2026) | $6,500,000 | |||
| PATAN HOSPITAL | ||||||||||
| N/A | NC | PALLATIVE CARE FELLOWSHIPS | $80,000 | LAGANKHEL SATDOBATO ROAD | KATHMANDU | NP | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,580,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,971,387 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $78,431 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,429 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PORTFOLIO LOSS FROM INVESTMENTS IN LIMITED PARTNERSHIPS | Desc |
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$98,860 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$20,429 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,991,816 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,971,387 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT THORNTON LLP (AUDIT/TAX) | $178,512 | $62,905 | $0 | $53,107 |
| BDO USA LLP | $3,089 | $0 | $0 | $3,089 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (30 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Address Line2ForeignAddress/AddressLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Address Line2USAddress/AddressLine2Txt | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUTISM CARE NEPAL SOCIETY | ||||||||||||||||
| PO BOX 10918 LAZIMPAT GAIRIDHARA-3 | KATHMANDU | NP | 2023-06-30 | $100,000 | TO SUPPORT THE CONSTRUCTION OF A NEW SERVICE AND TRAINING FACILITY FOR CHILDREN AND YOUNG ADULTS WITH AUTISM AND THEIR FAMILIES | $0 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||||
| AUTISM CARE NEPAL SOCIETY | ||||||||||||||||
| PO BOX 10918 LAZIMPAT GAIRIDHARA-2 | KATHMANDU | NP | 2022-09-28 | $88,970 | TO SUPPORT THE CONSTRUCTION OF A NEW SERVICE AND TRAINING FACILITY FOR CHILDREN AND YOUNG ADULTS WITH AUTISM AND THEIR FAMILIES | $88,970 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 4/19/2023 | |||||||
| AUTISM CARE NEPAL SOCIETY | ||||||||||||||||
| PO BOX 10918 LAZIMPAT GAIRIDHARA-3 | KATHMANDU | NP | 2022-12-19 | $20,000 | TO SUPPORT THE CHARITABLE ACTIVITIES OF THE ORGANIZATION IN ITS MISSION TO SERVE CHILDREN AND ADULTS DIAGNOSED ON THE AUTISM SPECTRUM | $20,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 4/19/2023 | |||||||
| BHASKAR TEJSHREE MEMORIAL FOUNDATION | ||||||||||||||||
| 239 TANKA PRASAD MARG OLD BANESHWOR | KATHMANDU | NP | 2022-09-28 | $175,276 | TO SUPPORT CONSTRUCTION OF THE BHASKAR MEMORIAL FOUNDATION BUILDING AND PROGRAM SUPPORT | $175,276 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 3/22/2023 | HEIGHT | ||||||
| BIRAT NEPAL MEDICAL TRUST | ||||||||||||||||
| PO BOX 20564 | KATHMANDU | NP | 2022-09-28 | $38,363 | IMPLEMENTATION MODELING AND VALIDATION TO ACCELERATE TB ELIMINATION IN NEPAL | $38,363 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 4/3/2023 | |||||||
| BIRAT NEPAL MEDICAL TRUST | ||||||||||||||||
| PO BOX 20564 | KATHMANDU | NP | 2022-09-28 | $60,000 | TO SUPPORT THE PURCHASE OF THIRTY-SIX HUNDRED SUPPLEMENTARY GENEXPERT MTB CARTRIDGES AS A RESULT OF THE EFFECTS OF COVID-19 ON TB DIAGNOSIS IN THE PYUTHAN, BARDIA, CHITWAN AND MAHOTARRI DISTRICTS. IN NEPAL | $60,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 1/18/2023 | |||||||
| BIRAT NEPAL MEDICAL TRUST | ||||||||||||||||
| PO BOX 20564 | KATHMANDU | NP | 2022-09-28 | $60,000 | IMPLEMENTATION MODELING AND VALIDATION TO ACCELERATE TB ELIMINATION IN NEPAL | $60,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 1/18/2023 | |||||||
| GRADIAN HEALTH SYSTEMS | ||||||||||||||||
| 2023-05-02 | $1,000,000 | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY. | $1,000,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 1/17/2023 | 915 BROADWAY | NEW YORK | NY | 10010 | ||||||
| GRADIAN HEALTH SYSTEMS | ||||||||||||||||
| 2022-07-15 | $1,625,000 | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY. (FY23-24) | $1,625,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 2/8/2024 | 915 BROADWAY | NEW YORK | NY | 10010 | ||||||
| GRADIAN HEALTH SYSTEMS | ||||||||||||||||
| 2022-10-14 | $1,625,000 | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY. (FY23-24) | $1,625,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 2/8/2024 | 915 BROADWAY | NEW YORK | NY | 10010 | ||||||
| GRADIAN HEALTH SYSTEMS | ||||||||||||||||
| 2023-01-10 | $1,625,000 | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY. (FY23-24) | $1,625,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 2/8/2024 | 915 BROADWAY | NEW YORK | NY | 10010 | ||||||
| GRADIAN HEALTH SYSTEMS | ||||||||||||||||
| 2023-04-17 | $1,625,000 | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY. (FY23-24) | $1,625,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 12/31/2023 | 915 BROADWAY | NEW YORK | NY | 10010 | ||||||
| HOSPICE NEPAL | ||||||||||||||||
| LAGANKHEL | LALITPUR | NP | 2022-12-09 | $20,000 | TO SUPPORT THE PURCHASE OF LAND FOR CONSTRUCTION OF A NEW HOSPICE FACILITY | $20,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 1/31/2023 | |||||||
| LIVERPOOL SCHOOL OF TROPICAL MEDICINE | ||||||||||||||||
| L3 5QA | LIVERPOOL | UK | 2022-09-28 | $76,660 | SUPPLEMENTAL SUPPORT FOR IMPLEMENTATION MODELING AND VALIDATION TO ACCELERATE TB ELIMINATION IN NEPAL | $76,660 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 1/18/2023 | |||||||
| LO GYALPO JIGME CULTURAL FOUNDATION | ||||||||||||||||
| PO BOX 10489 CHABAHIL | KATHMANDU | NP | 2022-11-18 | $7,500 | TO SUPPORT THE FOUNDATION'S RESTORATION AND EDUCATION PROJECTS IN MUSTANG | $7,500 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 12/31/2023 | |||||||
| NEPAL MATHEMATICAL SOCIETY | ||||||||||||||||
| CENTRAL DEPARTMENT OF MATHEMATICS | KATHMANDU | NP | 2023-03-29 | $5,000 | TO SUPPORT MASTERS STUDENTS IN MATHEMATICS | $5,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 7/10/2023 | TRIBHUVAN UNIVERSITY KATHMANDU NEPA | ||||||
| NEPAL MATHEMATICAL SOCIETY | ||||||||||||||||
| CENTRAL DEPARTMENT OF MATHEMATICS | KATHMANDU | NP | 2023-05-31 | $45,358 | TO SUPPORT STRENGTHENING MATHEMATICS EDUCATION IN NEPAL | $45,358 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 9/8/2023 | TRIBHUVAN UNIVERSITY KATHMANDU NEPA | ||||||
| NICK SIMONS FOUNDATION INTERNATIONAL | ||||||||||||||||
| 2022-07-18 | $1,500,000 | PROGRAM AND OPERATIONS SUPPORT FOR THE NICK SIMONS INSTITUTE IN NEPAL | $1,500,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 10/1/2022 | 25 EAST 22ND STREET NEW YORK NY | NEW YORK | NY | 10010 | 10010 | |||||
| NICK SIMONS FOUNDATION INTERNATIONAL | ||||||||||||||||
| 2022-10-14 | $1,000,000 | PROGRAM AND OPERATIONS SUPPORT FOR THE NICK SIMONS INSTITUTE IN NEPAL | $1,000,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 12/13/2022 | 25 EAST 22ND STREET NEW YORK NY | NEW YORK | NY | 10010 | 10010 | |||||
| NICK SIMONS FOUNDATION INTERNATIONAL | ||||||||||||||||
| 2022-12-29 | $1,500,000 | PROGRAM AND OPERATIONS SUPPORT FOR THE NICK SIMONS INSTITUTE IN NEPAL | $1,500,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 2/15/2023 | 25 EAST 22ND STREET NEW YORK NY | NEW YORK | NY | 10010 | 10010 | |||||
| NICK SIMONS FOUNDATION INTERNATIONAL | ||||||||||||||||
| 2023-05-15 | $1,500,000 | PROGRAM AND OPERATIONS SUPPORT FOR THE NICK SIMONS INSTITUTE IN NEPAL | $1,500,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 6/5/2023 | 25 EAST 22ND STREET NEW YORK NY | NEW YORK | NY | 10010 | 10010 | |||||
| NICK SIMONS FOUNDATION INTERNATIONAL | ||||||||||||||||
| 2022-07-04 | $685,000 | PROGRAM AND OPERATIONS SUPPORT FOR THE NICK SIMONS INSTITUTE IN NEPAL | $685,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 10/1/2022 | 25 EAST 22ND STREET NEW YORK NY | NEW YORK | NY | 10010 | 10010 | |||||
| NYAYA HEALTH NEPAL | ||||||||||||||||
| NYACHHYON GRIHA LALITPUR METROPOLIT | LALITPUR | NP | 2023-06-01 | $250,000 | RESTRICTED FOR OPERATING SUPPORT FOR HOSPITAL SERVICES AND PROGRAMS AT BAYALPATA HOSPITAL, AND SERVICE EXPANSION IN THE DISTRICT OF ACHHAAM, FAR-WESTERN, NEPAL. | $0 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | N CITY-10 KUPONDOLE | 44700 | ||||||
| NYAYA HEALTH NEPAL | ||||||||||||||||
| NYACHHYON GRIHA LALITPUR METROPOLIT | LALITPUR | NP | 2023-05-31 | $250,000 | RESTRICTED FOR OPERATING SUPPORT FOR HOSPITAL SERVICES AND PROGRAMS AT BAYALPATA HOSPITAL, AND SERVICE EXPANSION IN THE DISTRICT OF ACHHAAM, FAR-WESTERN, NEPAL. | $0 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | N CITY-10 KUPONDOLE | 44700 | ||||||
| PATAN HOSPITAL | ||||||||||||||||
| LAGANKHEL SATDOBATO RD | KATHMANDU | NP | 2023-01-25 | $64,000 | TO SUPPORT THE MISSION AND CHARITABLE ACTIVITIES OF THE HOSPITAL | $64,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 2/1/2024 | |||||||
| PATAN HOSPITAL | ||||||||||||||||
| LAGANKHEL SATDOBATO RD | KATHMANDU | NP | 2023-05-02 | $1,125,000 | TO SUPPORT THE EMPLOYEE RETIREMENT AND GRATUITY FUND AT PATAN HOSPITAL | $0 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||||
| PATAN HOSPITAL | ||||||||||||||||
| LAGANKHEL SATDOBATO RD | KATHMANDU | NP | 2022-10-28 | $20,000 | SUPPORT FOR THE PALLATIVE CARE FELLOWSHIP PROGRAM | $20,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 1/12/2024 | |||||||
| PATAN HOSPITAL | ||||||||||||||||
| LAGANKHEL SATDOBATO RD | KATHMANDU | NP | 2022-12-19 | $500,000 | TO SUPPORT THE CONSTRUCTION OF THE HOSTEL BLOCK FOR THE SCHOOL OF NURSING AND MIDWIFERY AT SANEPA, LALITPUR | $500,000 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 6/12/2023 | |||||||
| PATAN HOSPITAL | ||||||||||||||||
| LAGANKHEL SATDOBATO RD | KATHMANDU | NP | 2023-05-31 | $100,000 | TO SUPPORT THE CONSTRUCTION OF THE HOSTEL BLOCK FOR THE SCHOOL OF NURSING AND MIDWIFERY AT SANEPA, LALITPUR | $0 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||||
| TIM ALVEN'S MEMORIAL FUND | ||||||||||||||||
| HRSJGATAN 20 | SMLANDSSTENAR | SW | 2023-06-28 | $20,000 | TO SUPPORT THE MISSION AND CHARITABLE ACTIVITIES OF THE FUND IN NEPAL | $0 | NO | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 33331 | |||||||
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIPS | FMV | $80,119,505 | $80,119,505 |
| ALTERNATIVE INVESTMENTS | FMV | $75,167,694 | $75,167,694 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LOEB, BLOCK & PARTNERS LLP | $14,761 | $0 | $0 | $10,852 |
| BRODY & BROWNE LLP | $11,077 | $0 | $0 | $11,077 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| DUE FROM FOUNDATION FOR A JUST SOCIETY | $916 | $916 | |
| DUE FROM NICK SIMONS FOUNDATION INTERNATIONAL | $3,909 | ||
| DUE FROM THIRD PARTIES | $108 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $2,914 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IT HOSTING & SUBSCRIPTIONS | $75,318 | $0 | $0 | $55,452 |
| INSURANCE | $31,135 | $0 | $0 | $17,797 |
| OFFICE EXPENSE | $8,478 | $0 | $0 | $7,168 |
| FILING FEES | $2,171 | $0 | $0 | $1,957 |
| BANK SERVICE FEES | $408 | $0 | $0 | $0 |
| PENALTIES | $25 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PORTFOLIO LOSS FROM INVESTMENTS IN LIMITED PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$645,153 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED GAINS ON INVESTMENTS | $5,458,930 |
| DISCOUNT ON GRANTS PAYABLE | $458,727 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| INVESTMENT PAYABLE | $0 | $1,764,678 |
| DEFERRED EXCISE TAX LIABILITY | $2,315,040 | $417,212 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOARD DEVELOPMENT, TECHNICAL ADVISORY AND PROJECT MANAGEMENT SERVICES | $488,878 | $0 | $0 | $448,087 |
| INVESTMENT MANAGEMENT FEES | $233,071 | $233,071 | $0 | $0 |
| FINANCE & ADMINISTRATION SERVICES | $181,542 | $90,771 | $0 | $147,309 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DEFERRED EXCISE TAX EXPENSE | $73,968 | $0 | $0 | $0 |
| FEDERAL EXCISE TAX PROVISION | $40,000 | $0 | $0 | $0 |
| STATE UNRELATED BUSINESS INCOME TAX | $2,381 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $31,934 | $0 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | EINEIN | DescDesc | AmtAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| NICK SIMONS INSTITUTE | ||||||||||
| BOX 8975 | EPC | SANEPA LALITPUR | NP | 000000000 | TRANSFER OF REMAINING CASH BALANCES UPON DISSOLUTION. | $0 | ||||
| NSF LEGACY LLC | ||||||||||
| 854143769 | TRANSFERS TO FUND ANNUAL BUDGET | $67,304,570 | 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,425,140 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| NICK SIMONS FOUNDATION INTERNATIONAL | ||||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | 472836360 | GENERAL OPERATING SUPPORT | $5,520,000 | ||||
| NICK SIMONS INSTITUTE | ||||||||||
| 000000000 | THE INSTITUTE DISSOLVED IN MAY OF 2023; THERE WERE NO TRANSFERS TO THE INSTITUTE IN FISCAL 2023 | $0 | BOX 8975 | EPC | SANEPA LALITPUR | NP | ||||
| NSF LEGACY LLC | ||||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | 854143769 | TRANSFERS FOR NEWFOUNDLAND NFP LLC, ICELAND NFP LLC, AND GREENLAND NFP LLC INVESTMENTS | $67,304,570 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,824,570 | TotalAmt |