NICK SIMONS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NICK SIMONS FOUNDATION (EIN 20-3101239)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-05
- IRS object ID
- 202321259349101142
- Schema version
- 2021v4.2
- 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 | 2023-05-05T11:42:02-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | 2023-05-15 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $230,924,638 | 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 | $1,019 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,019 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,721,212 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,613,079 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,129,072 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,538 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$363,868 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,723,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,766,229 | 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 | $24,410 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,319 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $96,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,111 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $63,306 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $609,241 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $214,724 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $321,464 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $839,150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,017 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $82,708 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $49,038 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,493 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,493 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $16,604 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $15,834 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,398 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,502 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,699,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $273,852 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $507,956 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,309,012 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,654,724 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,008,141 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $273,852 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,162,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,284,366 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,492,377 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,460,307 | CashBOYAmt |
| Cash EOY | $138,984 | CashEOYAmt |
| Cash EOYFMV | $138,984 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $150,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,034,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,034,808 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $212,331 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $123,418 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $123,418 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $184,400,284 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $224,623,411 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $224,623,411 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,017 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,017 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $186,223,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $230,924,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $230,924,638 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $44,928 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $159,068 | AccountsPayableEOYAmt |
| Grants Payable BOY | $20,452,128 | GrantsPayableBOYAmt |
| Grants Payable EOY | $20,161,018 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,684,607 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,315,040 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,181,663 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,635,126 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $164,041,802 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $208,289,512 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $164,041,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $208,289,512 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $186,223,465 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $230,924,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $164,041,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,284,366 | ExcessRevenueOverExpensesAmt |
| Other Increases | $47,586,679 | OtherIncreasesAmt |
| Subtotal | $208,344,115 | SubtotalAmt |
| Other Decreases | $54,603 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $208,289,512 | 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 | -$5,280,453 | -$5,280,453 | ||
| LONG-TERM CAPITAL GAINS FROM LPS | P | $8,996,523 | $8,996,523 | ||
| FUND-OF-FUND INVESTMENT SALE | P | $9,502,029 | $9,502,029 | $17,613,079 | $8,111,050 |
| LESS: SHORT-TERM CAPITAL LOSS FROM UBTI | P | $2,661 | $2,661 | ||
| LESS: LONG-TERM CAPITAL GAIN FROM UBTI | P | -$91,688 | -$91,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,129,072 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,277,792 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $173,644 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $173,644 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $173,644 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $273,193 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,273,193 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,099,549 | OverpaymentAmt |
| Applied To ES Tax | $2,099,549 | 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 (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| BHEKH THAPA | |||||||||
| 239 JANKPRASAD ROAD | BANESOWAR HEIGHL | KATHMANDU | NP | PROGRAM CONSULTING | $84,000 | ||||
| GRANT THORNTON LLP | |||||||||
| ACCOUNTING | $72,778 | 757 THIRD AVENUE | NEW YORK | NY | 10017 | ||||
| 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 | $205,112,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,634,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $212,747,443 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $212,747,443 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,191,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $209,556,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,477,812 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,477,812 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $173,644 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $173,644 | TotalTaxAmt |
| Distributable Before Adj | $10,304,168 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,304,168 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,304,168 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,162,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,162,680 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,304,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $822,521 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $715,530 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,917,771 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,943,119 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,372,884 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,771,825 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,162,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,304,168 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,858,512 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,630,337 | 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 | $822,521 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,807,816 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $715,530 | ExcessFromYear4Amt |
| Excess From Year3 | $2,917,771 | ExcessFromYear3Amt |
| Excess From Year2 | $10,943,119 | ExcessFromYear2Amt |
| Excess From Year1 | $8,372,884 | ExcessFromYear1Amt |
| Excess From Current Year | $4,858,512 | 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 (28 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 | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICA NEPAL MEDICAL FOUNDATION | ||||||||||||
| 120 PALENCIA VILLAGE DRIVE | ST AUGUSTINE | FL | 32095 | N/A | PC | GENERAL OPERATING SUPPORT FOR WORK IN NEPAL | $6,000 | |||||
| AMERICAN HIMALAYAN FOUNDATION | ||||||||||||
| 909 MONTGOMERY STREET SUITE 400 | SAN FRANCISCO | CA | 94133 | N/A | PC | PROGRAM AND GENERAL OPERATING SUPPORT FOR WORK IN NEPAL | $267,600 | |||||
| AUTISM CARE NEPAL | ||||||||||||
| N/A | NC | GENERAL OPERATING SUPPORT FOR WORK IN NEPAL | $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 | $889,436 | PO BOX 10918 LAZIMPAT GAIRIDHARA-2 | KATHMANDU | NP | ||||||
| BIRAT NEPAL MEDICAL TRUST | ||||||||||||
| N/A | NC | TO SUPPORT IMPLEMENTATION MODELING AND VALIDATION TO ACCELERATE TB ELIMINATION IN NEPAL | $240,000 | PO BOX 20564 LAZIMPAT | KATHMANDU | NP | ||||||
| BIRAT NEPAL MEDICAL TRUST | ||||||||||||
| N/A | NC | 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 | $43,200 | 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 | $104,048 | |||||
| DOCTORS WITHOUT BORDERS USA | ||||||||||||
| 333 7TH AVENUE | NEW YORK | NY | 100015004 | N/A | PC | GENERAL OPERATING SUPPORT FOR WORK IN NEPAL. | $100,000 | |||||
| FRIENDS OF PATAN HOSPITAL | ||||||||||||
| 1980 DAHLIA STREET | DENVER | CO | 80220 | N/A | PC | TO SUPPORT 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 | RESTRICTED GRANT INTENDED FOR RESEARCH AND DEVELOPMENT, AS PART OF A STRATEGY TO ADD PRODUCT PORTFOLIO AND ELEVATE THE QUALITY OF THE EXISTING PRODUCTS. | $1,500,000 | |||||
| GRADIAN HEALTH SYSTEMS | ||||||||||||
| 915 BROADWAY | NEW YORK | NY | 10010 | N/A | POF | RESTRICTED GRANT FOR CAPITAL AND ADMINISTRATIVE COSTS TO PROVIDE FIFTY CRITICAL CARE VENTILATORS TO NINE HOSPITALS IN NEPAL IN RESPONSE TO THE COVID-19 PANDEMIC. | $350,000 | |||||
| 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 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 | $25,000 | |||||
| KATHMANDU VALLEY PRESERVATION TRUST | ||||||||||||
| 36 WEST 25TH STREET 17TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | GENERAL OPERATING SUPPORT FOR RESTORATION IN KATHMANDU | $5,000 | |||||
| LIVERPOOL SCHOOL OF TROPICAL MEDICINE | ||||||||||||
| N/A | NC | TO SUPPORT IMPLEMENTATION MODELING AND VALIDATION TO ACCELERATE TB ELIMINATION IN NEPAL | $150,000 | 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 CAPACITY BUILDING INITIATIVES AT TRIBHUVAN UNIVERSITY'S MATH DEPARTMENT | $25,000 | CENTRAL DEPARTMENT OF MATHEMATICS | KATHMANDU | NP | TRIBHUVAN UNIVERSITY | |||||
| 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 | $51,940 | 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 | $4,690,000 | |||||
| NYAYA HEALTH NEPAL | ||||||||||||
| N/A | NC | RESTRICTED FOR OPERATING 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 | 44700 | N CITY-10 KUPONDOLE | ||||
| 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 CONSTRUCTION OF THE HOSTEL BLOCK FOR THE SCHOOL OF NURSING AND MIDWIFERY AT SANEPA, LALITPUR | $500,000 | LAGANKHEL SATDOBATO ROAD | KATHMANDU | NP | 44700 | |||||
| PROJECT PRAKASH FOUNDATION | ||||||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | N/A | PC | TO PROVIDE PROGRAM SUPPORT FOR WORK IN INDIA | $50,000 | |||||
| PUBLIC HEALTH CONCERN TRUST (PHECT-NEPAL) | ||||||||||||
| N/A | NC | TO SUPPORT KIRTIPUR HOSPITAL BURN UNIT AND PLASTIC SURGERY COMPLEX IHO DR. JHA | $100,000 | GPO BOX 6064 PRADARSHANI MARG | KATHMANDU | NP | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,654,724 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AUTISM CARE NEPAL | |||||||||||
| PO BOX 10918 LAZIMPAT GAIRIDHARA-2 | KATHMANDU | NP | N/A | NC | GENERAL OPERATING SUPPORT FOR WORK IN NEPAL | $20,000 | |||||
| BRIGHAM AND WOMEN'S HOSPITAL INC | |||||||||||
| N/A | PC | TO PROVIDE TECHICAL SUPPORT FOR HEALTH CARE SERVICES IN NEPAL | $106,419 | 116 HUNTINGTON AVENUE THIRD FLOOR | BOSTON | MA | 02116 | ||||
| GRADIAN HEALTH SYSTEMS | |||||||||||
| N/A | POF | ROLLING PLEDGE TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY (FY 2023-2024) | $6,500,000 | 915 BROADWAY | NEW YORK | NY | 10010 | ||||
| NEPAL MATHEMATICAL SOCIETY | |||||||||||
| CENTRAL DEPARTMENT OF MATHEMATICS | KATHMANDU | NP | N/A | NC | TO SUPPORT STRENGTHENING MATHEMATICS EDUCATION IN NEPAL | $85,305 | TRIBHUVAN UNIVERSITY | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,711,724 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,019 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $89,027 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,733,081 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PORTFOLIO LOSS FROM INVESTMENTS IN LIMITED PARTNERSHIPS | 900000 | -$100,896 | ||
| STATE UNRELATED BUSINESS INCOME TAX REFUND | 01 | $1,538 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$11,869 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,735,644 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,723,775 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT THORNTON LLP (AUDIT/TAX) | $73,328 | $29,111 | $0 | $43,667 |
| ACCOUNTING REVIEW | $20,264 | $0 | $0 | $16,951 |
| BDO USA LLP | $2,533 | $0 | $0 | $2,688 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (23 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Foreign PostalForeignAddress/ForeignPostalCd | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUTISM CARE NEPAL | |||||||||||||||
| PO BOX 10918 LAZIMPAT GAIRIDHARA-2 | KATHMANDU | NP | 2019-12-05 | $1,000,000 | TO SUPPORT THE CONSTRUCTION OF A NEW SERVICE AND TRAINING FACILITY FOR CHILDREN AND YOUNG ADULTS WITH AUTISM AND THEIR FAMILIES | $911,030 | NO | 1/31/2022, 1/31/2023 | 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 | |||||||||||||||
| PO BOX 10918 LAZIMPAT GAIRIDHARA-2 | KATHMANDU | NP | 2021-11-23 | $40,000 | TO SUPPORT THE CHARITABLE ACTIVITIES OF THE ORGANIZATION IN ITS MISSION TO SERVE CHILDREN AND ADULTS DIAGNOSED ON THE AUTISM SPECTRUM | $20,000 | NO | 11/1/2022, 11/1/2023 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||
| BIRAT NEPAL MEDICAL TRUST | |||||||||||||||
| PO BOX 20564 | LAZIMPAT KATHMANDU | NP | 2019-06-13 | $1,000,000 | IMPLEMENTATION MODELING AND VALIDATION TO ACCELERATE TB ELIMINATION IN NEPAL | $940,000 | NO | 9/30/2022, 9/30/2023 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||
| GRADIAN HEALTH SYSTEMS | |||||||||||||||
| 2020-03-01 | $19,500,000 | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY. (FY20-23) | $14,625,000 | NO | 6/30/2020, 6/30/2021, 6/30/2022, 6/30/2023 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 915 BROADWAY SUITE 1001 | NEW YORK | NY | 10010 | |||||
| GRADIAN HEALTH SYSTEMS | |||||||||||||||
| 2021-03-01 | $6,500,000 | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY. (FY24-25) | $0 | NO | 6/30/2024, 6/30/2025 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 915 BROADWAY SUITE 1001 | NEW YORK | NY | 10010 | |||||
| GRADIAN HEALTH SYSTEMS | |||||||||||||||
| 2022-03-01 | $6,500,000 | TO SUPPORT GRADIAN'S MISSION TO SUPPLY MEDICAL EQUIPMENT IN LOW-RESOURCE HOSPITALS GLOBALLY. (FY26-27) | $0 | NO | 6/30/2026, 6/30/2027 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 915 BROADWAY SUITE 1001 | NEW YORK | NY | 10010 | |||||
| GRADIAN HEALTH SYSTEMS | |||||||||||||||
| 2021-07-15 | $350,000 | RESTRICTED GRANT FOR CAPITAL AND ADMINISTRATIVE COSTS TO PROVIDE FIFTY CRITICAL CARE VENTILATORS TO NINE HOSPITALS IN NEPAL IN RESPONSE TO THE COVID-19 PANDEMIC. | $350,000 | NO | 7/31/2022 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 915 BROADWAY SUITE 1001 | NEW YORK | NY | 10010 | |||||
| HOSPICE NEPAL | |||||||||||||||
| LAGANKHEL | LALITPUR | NP | 2021-07-06 | $20,000 | TO SUPPORT THE PURCHASE OF LAND FOR CONSTRUCTION OF A NEW HOSPICE FACILITY | $20,000 | NO | 7/1/2022 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||
| LIVERPOOL SCHOOL OF TROPICAL MEDICINE | |||||||||||||||
| DEPARTMENT OF CLINICAL SCIENCES | LIVERPOOL | UK | 2019-06-13 | $600,000 | IMPLEMENTATION MODELING AND VALIDATION TO ACCELERATE TB ELIMINATION IN NEPAL | $600,000 | NO | 9/30/2020, 9/30/2021, 9/30/2022, 9/30/2023 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | L3 5QA | |||||
| LO GYALPO JIGME CULTURAL FOUNDATION | |||||||||||||||
| PO BOX 10489 | CHABAHIL KATHMANDU | NP | 2021-11-15 | $7,500 | TO SUPPORT THE FOUNDATION'S RESTORATION AND EDUCATION PROJECTS IN MUSTANG | $7,500 | NO | 1/31/2022 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||
| NEPAL MATHEMATICAL SOCIETY | |||||||||||||||
| CENTRAL DEPARTMENT OF MATHEMATICS | KATHMANDU | NP | 2019-04-01 | $25,000 | TO SUPPORT MASTERS STUDENTS IN MATHEMATICS | $20,000 | NO | 03/01/2020, 03/01/2021, 03/01/2022, 03/01/2023, 04/01/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | TRIBHUVAN UNIVERSITY | |||||
| NEPAL MATHEMATICAL SOCIETY | |||||||||||||||
| CENTRAL DEPARTMENT OF MATHEMATICS | KATHMANDU | NP | 2019-10-01 | $75,000 | TO SUPPORT TRIBHUVAN UNIVERSITY - CAPACITY BUILDING INITIATIVES IN MATHEMATICS | $75,000 | NO | 12/31/2020, 12/31/2021, 12/31/2022 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | TRIBHUVAN UNIVERSITY | |||||
| NICK SIMONS FOUNDATION INTERNATIONAL | |||||||||||||||
| 2021-07-01 | $4,690,000 | PROGRAM AND GENERAL OPERATING SUPPORT FOR THE NICK SIMONS INSTITUTE IN NEPAL | $4,690,000 | NO | 7/31/2022 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | |||||
| NYAYA HEALTH NEPAL | |||||||||||||||
| NYACHHYON GRIHA LALITPUR METROPOLIT | KUPONDOLE LALITPUR | NP | 2021-12-21 | $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 | $250,000 | NO | 11/30/2023 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 44700 | N CITY-10 | ||||
| PATAN HOSPITAL | |||||||||||||||
| LAGANKHEL SATDOBATO RD | KATHMANDU | NP | 2019-10-23 | $2,300,000 | TO SUPPORT THE CONSTRUCTION OF THE HOSTEL BLOCK FOR THE SCHOOL OF NURSING AND MIDWIFERY AT SANEPA, LALITPUR | $960,000 | NO | 7/31/2022 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||
| PUBLIC HEALTH CONCERN TRUST (PHECT-NEPAL) | |||||||||||||||
| GPO BOX 6064 | PRADARSHANI MARG KATHMANDU | NP | 2020-09-28 | $200,000 | TO SUPPORT KIRTIPUR HOSPITAL BURN UNIT AND PLASTIC SURGERY COMPLEX | $200,000 | NO | 1/31/2022, 1/31/2023 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||
| BIRAT NEPAL MEDICAL TRUST | |||||||||||||||
| PO BOX 20564 | LAZIMPAT KATHMANDU | NP | 2021-07-15 | $43,200 | TO SUPPORT THE PURCHASE OF THRITY-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 | $43,200 | NO | 9/30/2023 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||
| BIRAT NEPAL MEDICAL TRUST | |||||||||||||||
| PO BOX 20564 | LAZIMPAT KATHMANDU | NP | 2020-12-02 | $158,363 | IMPLEMENTATION MODELING AND VALIDATION TO ACCELERATE TB ELIMINATION IN NEPAL | $120,000 | NO | 11/30/2023 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | ||||||
| GRADIAN HEALTH SYSTEMS | |||||||||||||||
| 2022-02-02 | $1,500,000 | RESTRICTED GRANT INTENDED FOR RESEARCH AND DEVELOPMENT, AS PART OF A STRATEGY TO ADD PRODUCT PORTFOLIO AND ELEVATE THE QUALITY OF THE EXISTING PRODUCTS. | $1,500,000 | NO | 12/31/2022, 12/31/2023 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 915 BROADWAY SUITE 1001 | NEW YORK | NY | 10010 | |||||
| LIVERPOOL SCHOOL OF TROPICAL MEDICINE | |||||||||||||||
| DEPARTMENT OF CLINICAL SCIENCES | LIVERPOOL | UK | 2019-06-13 | $76,660 | SUPPLEMENTAL SUPPORT FOR IMPLEMENTATION MODELING AND VALIDATION TO ACCELERATE TB ELIMINATION IN NEPAL | $0 | NO | 9/30/2020, 9/30/2021, 9/30/2022, 9/30/2023 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | L3 5QA | |||||
| NEPAL MATHEMATICAL SOCIETY | |||||||||||||||
| CENTRAL DEPARTMENT OF MATHEMATICS | KATHMANDU | NP | 2022-06-22 | $137,245 | TO SUPPORT STRENGTHENING MATHEMATICS EDUCATION IN NEPAL | $51,940 | NO | 7/31/2022, 6/30/2023, 6/30/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | TRIBHUVAN UNIVERSITY | |||||
| BHASKAR-TEJSHREE MEMORIAL FOUNDATION | |||||||||||||||
| 239 TANKA PRASAD MARG OLD BANESHWOR | KATHMANDU | NP | 2017-06-02 | $980,000 | TO SUPPORT CONSTRUCTION OF THE BHASKAR MEMORIAL FOUNDATION BUILDING | $461,054 | NO | 6/30/2018, 6/30/2019, 6/30/2020, 7/31/2021 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | HEIGHT | |||||
| NYAYA HEALTH NEPAL | |||||||||||||||
| NYACHHYON GRIHA LALITPUR METROPOLIT | KUPONDOLE LALITPUR | NP | 2021-05-01 | $750,000 | RESTRICTED FOR OPERATING SUPPORT FOR HOSPITAL SERVICES AND PROGRAMS AT BAYALPATA HOSPITAL, AND SERVICE EXPANSION IN THE DISTRICT OF ACHHAAM, FAR-WESTERN, NEPAL. | $500,000 | 11/30/2022, 11/30/2023, 11/30/2024 | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT | 44700 | N CITY-10 | |||||
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | FMV | $140,607,715 | $140,607,715 |
| LIMITED PARTNERSHIPS | FMV | $84,015,696 | $84,015,696 |
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 | $13,912 | $0 | $0 | $17,821 |
| PROSKAUER ROSE LLP | $10,498 | $0 | $0 | $10,498 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM NICK SIMONS FOUNDATION INTERNATIONAL | $0 | $3,909 | $3,909 |
| DUE FROM THIRD PARTIES | $0 | $108 | $108 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISCOUNT ON GRANTS PAYABLE | Desc |
| Amt | $54,603 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $18,515 | $0 | $0 | $17,679 |
| FILING FEES | $2,109 | $0 | $0 | $2,309 |
| OFFICE EXPENSE | $1,724 | $0 | $0 | $1,358 |
| BANK SERVICE FEES | $50 | $0 | $0 | $50 |
| COMMUNICATION EXPENSE | $0 | $0 | $0 | $106 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PORTFOLIO LOSS FROM INVESTMENTS IN LIMITED PARTNERSHIPS | $0 | -$363,868 | $0 |
| STATE UNRELATED BUSINESS INCOME TAX REFUND | $1,538 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $47,586,679 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX LIABILITY | $1,652,827 | $2,315,040 |
| DUE TO FOUNDATION FOR A JUST SOCIETY | $31,780 | $0 |
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 | $281,350 | $0 | $0 | $222,338 |
| INVESTMENT MANAGEMENT FEES | $214,724 | $214,724 | $0 | $0 |
| FINANCE & ADMINISTRATION SERVICES | $113,167 | $0 | $0 | $99,126 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX PROVISION | $839,150 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $30,017 | $0 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NSF LEGACY LLC | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 854143769 | EIN |
| Desc | TRANSFER FOR CAPITAL CALLS AND OTHER CASH NEEDS | Desc |
| Amt | $300,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,199,673 | 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 | $4,690,000 | ||||
| NICK SIMONS INSTITUTE | ||||||||||
| 000000000 | NO DIRECT TRANSFERS IN FISCAL 2022 | $0 | BOX 8975 | EPC | SANEPA LALITPUR | NP | ||||
| NSF LEGACY LLC | ||||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | 854143769 | CAPITAL CONTRIBUTION TO FUND INVESTMENT ACQUISITIONS | $300,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,990,000 | TotalAmt |