MJS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MJS FOUNDATION INC (EIN 45-3826353)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-02
- IRS object ID
- 202531839349100308
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc 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 | 2025-07-02T11:06:50-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 9TH 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453826353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MJS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MJSF | 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 | PRESIDENT & BOARD CHAIR | PersonTitleTxt |
| Phone | 6467578008 | PhoneNum |
| Signature | 2025-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $73,921,189 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $78,235,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $180,307 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $180,307 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $106,458 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $181,108 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $181,108 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $181,108 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $629,150 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$65,332 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $629,150 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $79,225,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $402,541 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $629,150 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,000 | 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 | $1,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,101,315 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $629,150 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $476,099 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $363,764 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $370,492 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,245 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,928 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,126 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $38,126 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $255,374 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,113 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $253,240 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,559 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,001 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,179 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $253,146 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $379,274 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $181,108 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $199,241 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $74,698 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $71,515 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $28 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $28 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $480,106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500,203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,977,636 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $191,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $629,150 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,922,872 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,278,297 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,921,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,255,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $191,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $629,150 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,844,472 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,969,632 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,141 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,384 | CashBOYAmt |
| Cash EOY | $3,892 | CashEOYAmt |
| Cash EOYFMV | $3,892 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,172,663 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,506,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,506,748 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $158,975 | AcctRcvblAmt |
| Acct Rcvbl BOY | $465,104 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $158,975 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $158,975 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $64,635,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $22,200,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $64,635,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $64,635,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $39,003 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $50,228 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $50,228 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,907,881 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,205,509 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,205,509 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,303,021 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $536,988 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $770,446 | LandBOYAmt |
| Land EOY | $766,033 | LandEOYAmt |
| Land EOYFMV | $766,033 | LandEOYFMVAmt |
| Other Assets BOY | $900,210 | OtherAssetsBOYAmt |
| Other Assets EOY | $594,804 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $594,804 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,457,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,921,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,921,189 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $150,275 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $317,472 | AccountsPayableEOYAmt |
| Grants Payable BOY | $20,141,593 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,690,268 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $996,591 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $668,936 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $21,288,459 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,676,676 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,169,232 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$390,487 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $64,635,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,169,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,244,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,457,691 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,921,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,169,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,969,632 | ExcessRevenueOverExpensesAmt |
| Other Increases | $297,628 | OtherIncreasesAmt |
| Subtotal | $64,436,492 | SubtotalAmt |
| Other Decreases | $191,979 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,244,513 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| LT REALIZED GAIN FROM LP | P | 2024-01-01 | $198,943 | $198,943 |
| ST REALIZED LOSS FROM LP | P | 2024-01-01 | -$253,307 | -$253,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$54,364 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$253,307 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,935 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,935 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,935 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,165 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,165 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,230 | OverpaymentAmt |
| Applied To ES Tax | $1,230 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FANG HAN | IndividualWithBooksNm |
| Phone | 6467578008 | 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 | 0 | ForeignAccountsQuestionInd |
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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARILYN SIMONS | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | PRESIDENT & BOARD CHAIR | 40.00 | $0 | $0 | $0 |
| JAMES SIMONS | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | BOARD CHAIR EMERITUS | 1.00 | $0 | $0 | $0 |
| JOSEPH COSMAI | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | TREASURER & SECRETARY/DIRECTOR | 0.25 | $0 | $0 | $0 |
| JEFFREY WACKSMAN | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SUSAN E GIBBONS | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | DIRECTOR | 0.25 | $1,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA WEISENFELD | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | MANAGING DIRECTOR | 16.00 | $251,315 | $25,643 | $3,600 |
| FANG HAN | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | DIRECTOR, FINANCE & | 30.00 | $198,193 | $43,863 | $0 |
| DEIDRE LEE | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | DIRECTOR OF PROGRAMS | 40.00 | $181,627 | $43,531 | $0 |
| LEYLA AHARI | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | SR. EXEC. ASSISTANT | 40.00 | $157,176 | $57,654 | $0 |
| MILAN SHRESTHA | ||||||||
| 149 5TH AVE 5TH FL | NEW YORK | NY | 10010 | OFFICE MANAGER | 40.00 | $133,723 | $15,014 | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLIED UNIVERSAL SECURITY SERVICES | |||||
| 161 WASHINGTON ST | CONSHOHOCKEN | PA | 19428 | SECURITY SERVICES | $231,538 |
| FINITE TECHNOLOGY LLC | |||||
| C/O MJS FOUNDATION 149 5TH AVE | NEW YORK | NY | 10010 | IT SERVICES | $92,015 |
| MYHR PARTNER INC | |||||
| 6034 HAMILTON BOULEVARD PMB 1059 | ALLENTOWN | PA | 18106 | HR OUTSOURCING | $83,070 |
| 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 | $2,105,243 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,430,083 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,535,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,535,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,407,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $420,365 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $420,365 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,935 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,935 | TotalTaxAmt |
| Distributable Before Adj | $417,430 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $417,430 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $417,430 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,844,472 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,844,472 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $417,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $36,673,997 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,054,807 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,506,484 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,830,014 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $117,065,302 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,844,472 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $417,430 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,427,042 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $150,492,344 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $150,492,344 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,673,997 | ExcessFromYear4Amt |
| Excess From Year3 | $24,054,807 | ExcessFromYear3Amt |
| Excess From Year2 | $25,506,484 | ExcessFromYear2Amt |
| Excess From Year1 | $30,830,014 | ExcessFromYear1Amt |
| Excess From Current Year | $33,427,042 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARILYN SIMONS | ContributingManagerNm |
| Contributing Manager | JAMES SIMONS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION FOR AUTISM | |||||||||||||
| THE NATIONAL CENTRE FOR AUTISM | POCKET 78 | NEW DELHI | IN | 110 025 | N/A | NC | GIFT TO SUPPORT THE CHARITABLE ACTIVITIES OF ACTION FOR AUTISM FOR WORLD AUTISM AWARENESS DAY | $10,000 | |||||
| ALL STAR CODE | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT THE MISSION OF THE ORGANIZATION | $150,000 | 276 5TH AVE SUITE 704 | NEW YORK | NY | 10001 | ||||||
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE MISSION OF THE ORGANIZATION | $100,000 | 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | ||||||
| AUTISM SCIENCE FOUNDATION | |||||||||||||
| N/A | PC | GIFT TO SUPPORT FOR THE DAY OF LEARNING EVENT | $55,000 | 3 CONTINENTAL ROAD | SCARSDALE | NY | 10583 | ||||||
| AUTISM SPEAKS | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE CELEBRITY CHEF GALA | $150,000 | 50 F STREET NW SUITE 360 | WASHINGTON | DC | 20001 | ||||||
| BARD PRISON INITIATIVE | |||||||||||||
| N/A | PC | PLEDGED GIFT FOR THE BARD PRISON INITIATIVE'S COLLEGE EDUCATION PROGRAM | $100,000 | PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | ||||||
| BREAST CANCER RESEARCH FOUNDATION | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT THE MYRA J. BIBLOWIT FUND FOR BREAST CANCER RESEARCH | $250,000 | 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | ||||||
| CANCER SUPPORT TEAM INC | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE 2024 CST 25TH ANNUAL GAYLE K. LEE HEALTH AWARENESS LUNCHEON - IHO DR. LARRY NORTON | $2,000 | 2900 WESTCHESTER AVENUE SUITE 103 | PURCHASE | NY | 10577 | ||||||
| CHANGING TIMES TAP | |||||||||||||
| N/A | PC | PLEDGED GIFT TO HELP FURTHER THE ORGANIZATIONS MISSION TO PRESERVE AND CREATE NEW TAP DANCING | $30,000 | 310 GREENWICH STREET | NEW YORK | NY | 100132708 | ||||||
| CHANGING TIMES TAP | |||||||||||||
| N/A | PC | GIFT TO HELP FURTHER THE ORGANIZATIONS MISSION TO PRESERVE AND CREATE NEW TAP DANCING | $30,000 | 310 GREENWICH STREET | NEW YORK | NY | 100132708 | ||||||
| CHILDREN & SCREENS INSTITUTE OF DIGITAL MEDIA AND CHILD DEVELOPMENT | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT THE MISSION OF THE ORGANIZATION | $250,000 | 100 JERICHO QUADRANGLE SUITE 220 | JERICHO | NY | 11753 | ||||||
| COLD SPRING HARBOR LABORATORY | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE WOMEN'S PARTNERSHIP FOR SCIENCE | $25,000 | 1 BUNGTOWN RD | COLD SPRING HABOR | NY | 11724 | ||||||
| COLD SPRING HARBOR LABORATORY | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE COSMOPOLITAN WOMEN'S LUNCH | $10,000 | 1 BUNGTOWN RD | COLD SPRING HABOR | NY | 11724 | ||||||
| COLD SPRING HARBOR LABORATORY | |||||||||||||
| N/A | PC | GIFT TO SUPPORT CSHL GOLF TOURNAMENT | $5,000 | 1 BUNGTOWN RD | COLD SPRING HABOR | NY | 11724 | ||||||
| COLUMBIA UNIVERSITY MEDICAL CENTER | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE WHITAKER ADVANCES FELLOWSHIP IN DEVELOPMENTAL NEUROPSYCHIATRY | $300,000 | 630 WEST 168TH STREET | NEW YORK | NY | 10032 | ||||||
| COUNCIL ON FOUNDATIONS INC | |||||||||||||
| N/A | PC | 2024 MJS MEMBERSHIP & GENERAL OPERATING SUPPORT | $3,000 | 1255 23RD STREET NW SUITE 200 | WASHINGTON | DC | 20037 | ||||||
| EAST HARLEM TUTORIAL PROGRAM | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE MAJOR DONORS CAMPAIGN | $250,000 | 2050 SECOND AVENUE | NEW YORK | NY | 10029 | ||||||
| EAST HARLEM TUTORIAL PROGRAM | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE ANNUAL BENEFIT GALA | $200,000 | 2050 SECOND AVENUE | NEW YORK | NY | 10029 | ||||||
| EAST HARLEM TUTORIAL PROGRAM | |||||||||||||
| N/A | PC | GIFT TO SUPPORT ANNUAL FUND/ANNUAL FRIENDS APPEAL | $250,000 | 2050 SECOND AVENUE | NEW YORK | NY | 10029 | ||||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||||||||
| N/A | PC | GIFT IN HONOR OF MICHAEL BLOOMBERG | $250,000 | PO BOX 4184 | NEW YORK | NY | 101634184 | ||||||
| FELICITY HOUSE | |||||||||||||
| N/A | POF | GENERAL OPERATING SUPPORT | $1,000,000 | 23 WEST 20TH ST | NEW YORK | NY | 10011 | ||||||
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE MISSION OF THE FOUNDATION | $2,290,000 | 245 SUMMER ST | BOSTON | MA | 02210 | ||||||
| FOUNDATION FOR INDEPENDENT ARTISTS | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT THE GENERAL OPERATIONS OF THE BARKIN/SELISSEN PROJECT | $150,800 | 40 BROAD ST SUITE 602 | NEW YORK | NY | 10004 | ||||||
| HARLEM CHILDREN'S ZONE | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE ANNUAL FRIEND OF THE CHILDREN AWARD CELEBRATION | $50,000 | 35 E 125TH ST | NEW YORK | NY | 100351816 | ||||||
| HUNTER COLLEGE FOUNDATION | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE LEWIS BURKE FRUMKES CENTER FOR WRITING AND CULTURE | $250,000 | 695 PARK AVE ROOM 1601E | NEW YORK | NY | 100655024 | ||||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE DR. MARTIN FEUER PULMONARY EDUCATIONAL FUND | $1,000,000 | ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | ||||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT THE TISCH CANCER HOSPITAL AND LUNG CANCER CENTER OF EXCELLENCE | $2,000,000 | ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | ||||||
| JTM HEALTH FACILITIES FOUNDATION | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT THE EXPANSION OF THE GRADUATE MEDICAL EDUCATION (GME) PROGRAM'S OUTPATIENT BEHAVIORAL HEALTH SERVICES | $333,333 | 75 N COUNTRY RD | PORT JEFFERSON | NY | 11777 | ||||||
| LAST WHISPERS | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE PROJECT - REVERSAL/ODE TO JOY (PART 3) | $220,830 | 8865 WONDERLAND AVE | LOS ANGELES | CA | 900461851 | ||||||
| LEARNINGSPRING SCHOOL | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE LSS BLOOMS GALA | $25,000 | 247 E 20TH ST | NEW YORK | NY | 100031801 | ||||||
| LEARNINGSPRING SCHOOL | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE LSS BLOOMS CHALLENGE | $10,000 | 247 E 20TH ST | NEW YORK | NY | 100031801 | ||||||
| LEARNINGSPRING SCHOOL | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | 247 E 20TH ST | NEW YORK | NY | 100031801 | ||||||
| LET'S WIN PANCREATIC CANCER | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT THE 5TH ANNIVERSARY CAMPAIGN | $25,000 | 422 E 72ND ST APT 9D | NEW YORK | NY | 100214618 | ||||||
| MARLENE MEYERSON JCC MANHATTAN | |||||||||||||
| N/A | PC | GIFT TO SUPPORT CANCER CARE AT THE JCC | $94,000 | 334 AMSTERDAM AVE | NEW YORK | NY | 100238205 | ||||||
| MARLENE MEYERSON JCC MANHATTAN | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT THE WELLNESS PROGRAMMING | $200,000 | 334 AMSTERDAM AVE | NEW YORK | NY | 100238205 | ||||||
| MARLENE MEYERSON JCC MANHATTAN | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT THE CONSULTING SERVICES OF DR. ALISON ESTABROOK AND JO-ANN FOX-WEINGARTEN | $31,000 | 334 AMSTERDAM AVE | NEW YORK | NY | 100238205 | ||||||
| MENORAH FOUNDATION INC | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE MISSION OF THE FOUNDATION | $100,000 | 2980 NE 207 STREET SUITE 706 | AVENTURA | FL | 33180 | ||||||
| METROPOLITAN OPERA | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE MISSION OF THE ORGANIZATION | $3,500 | 30 LINCOLN CENTER | NEW YORK | NY | 100236922 | ||||||
| MILKEN INSTITUTE | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE PHILANTHROPIC INVESTORS FORUM | $250,000 | 590 MADISON AVE | NEW YORK | NY | 10022 | ||||||
| NATIONAL MUSEUM OF MATHEMATICS | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT CAPITAL CAMPAIGN | $5,000,000 | 225 FIFTH AVENUE | NEW YORK | NY | 10010 | ||||||
| NATIONAL MUSEUM OF MATHEMATICS | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE MOMATH 2023 GALA | $150,063 | 225 FIFTH AVENUE | NEW YORK | NY | 10010 | ||||||
| NATIONAL MUSEUM OF MATHEMATICS | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE MOMATH MASTERS | $50,021 | 225 FIFTH AVENUE | NEW YORK | NY | 10010 | ||||||
| NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE NEVER FORGET FUND | $100,000 | 200 LIBERTY STREET 16TH FLOOR | NEW YORK | NY | 10281 | ||||||
| NEW YORK PUBLIC LIBRARY | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE ANNUAL FUND | $600,000 | 270 MADISON AVENUE 12TH FLOOR | NEW YORK | NY | 100160133 | ||||||
| NEW YORK UNIVERSITY | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT THE DR. ALISON ESTABROOK PROFESSORSHIP AT NYU | $600,000 | 550 FIRST AVENUE | NEW YORK | NY | 10016 | ||||||
| NORTH SHORE CHILD & FAMILY GUIDANCE CENTER | |||||||||||||
| N/A | PC | GIFT IN MEMORY OF MARIE RAUTENBERG | $100,000 | 480 OLD WESTBURY RD | ROSLYN HEIGHTS | NY | 11577 | ||||||
| PACE UNIVERSITY | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE SCHOLARSHIP AND INTERNSHIP FUND | $275,000 | ONE PACE PLAZA | NEW YORK | NY | 10038 | ||||||
| PARTNERSHIP SCHOOLS | |||||||||||||
| N/A | PC | PLEDGED GIFT FOR GENERAL OPERATING SUPPORT | $500,000 | 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | ||||||
| PHILANTHROPY NEW YORK | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE MISSION OF THE ORGANIZATION | $26,750 | 320 EAST 43RD STREET | NEW YORK | NY | 10017 | ||||||
| PIVOT WORKS INC | |||||||||||||
| N/A | PC | GIFT IN HONOR OF JIM AND ROBIN HERRNSTEIN (MADAGASCAR) | $150,000 | 75 NORTH MAIN ST 2075 | RANDOLPH | MA | 02368 | ||||||
| QUAD PREPARATORY SCHOOL | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT THE EVERGREEN FUND | $100,000 | 25 PINE STREET 4TH FLOOR | NEW YORK | NY | 100051001 | ||||||
| RESEARCH FOUNDATION FOR MENTAL HYGIENE INC | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT THE WHITAKER FELLOWSHIP AT THE NYS PSYCHIATRIC INSTITUTE | $326,970 | 150 BROADWAY SUITE 301 | MENANDS | NY | 12204 | ||||||
| ROBIN HOOD FOUNDATION | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT FOR RHF'S GRANTMAKING PROGRAMS | $5,500,000 | 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | ||||||
| ROBIN HOOD FOUNDATION | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE ROBIN HOOD RESPONDS EVENT | $400,000 | 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | ||||||
| RONALD MCDONALD HOUSE CHARITIES NEW YORK METRO | |||||||||||||
| N/A | PC | PLEDGED GIFT IHO NIKI CROCE TO SUPPORT THE CAPITAL CAMPAIGN | $1,000,000 | 267-07 76TH AVE | NEW HYDE PARK | NY | 11040 | ||||||
| SETAUKET NEIGHBORHOOD HOUSE | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 | PO BOX 2192 | SETAUKET | NY | 11733 | ||||||
| SNACK & FRIENDS INC | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE SPRING FUNDRAISER LUNCHEON | $5,000 | 316 EAST 53RD STREET | NEW YORK | NY | 10022 | ||||||
| ST JOHN THE EVANGELIST RC CHURCH FOOD PANTRY (EASTERN FARM WORKERS ASSOCIAT | |||||||||||||
| N/A | PC | GENERAL OPERATING SUPPORT FOR THE EASTERN FARM WORKERS ASSOCIATION | $25,000 | C/O EASTERN FARM WORKERS 58 BEAVER | BELLPORT | NY | 11713 | DAM ROAD | |||||
| STONY BROOK FOUNDATION | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE STARS OF STONY BROOK GALA | $1,500,000 | 488 ADMINISTRATION BUILDING | STONY BROOK | NY | 117941601 | ||||||
| STONY BROOK FOUNDATION | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT THE WALTER J. HAWRYS RECREATIONAL CENTER | $333,333 | 488 ADMINISTRATION BUILDING | STONY BROOK | NY | 117941601 | ||||||
| STONY BROOK SCHOOL | |||||||||||||
| N/A | PC | PLEDGED GIFT FOR GENERAL OPERATING SUPPORT | $50,000 | 1 CHAPMAN PKWY | STONY BROOK | NY | 117901799 | ||||||
| TESLA SCIENCE CENTER AT WARDENCLYFFE | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE ANNUAL GALA HONORING DR. DAVID SPERGEL | $10,000 | 5 RANDALL ROAD | SHOREHAM | NY | 11786 | ||||||
| THE CENTER FOR DISCOVERY | |||||||||||||
| N/A | PC | PLEDGED GIFT TO SUPPORT THE ENDOWMENT CAMPAIGN | $1,000,000 | PO BOX 840 | HARRIS | NY | 12742 | ||||||
| THE NATIONAL INSTITUTE OF SOCIAL SCIENCES | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE 2024 GOLD MEDAL GALA | $5,000 | PO BOX 405 | NEW YORK | NY | 10163 | ||||||
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE CLIMATENGINUITY HUB PILOT PROGRAM | $3,400,000 | 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 94704 | ||||||
| WOMENS ENTREPRENEURSHIP DAY ORGANIZATION INC | |||||||||||||
| N/A | PC | GIFT TO SUPPORT THE WOMEN'S ENTREPRENEURSHIP DAY PIONEER AWARD HONORING MARILYN SIMONS | $10,000 | 415 WEST 55TH STREET | NEW YORK | NY | 10019 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,921,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LAST WHISPERS | |||||||
| 8865 WONDERLAND AVE | LOS ANGELES | CA | 900461851 | N/A | PC | GIFT TO SUPPORT THE PROJECT - REVERSAL/ODE TO JOY (PART 3) | $220,830 |
| STONY BROOK FOUNDATION | |||||||
| 488 ADMINISTRATION BUILDING | STONY BROOK | NY | 117941601 | N/A | PC | PLEDGED GIFT TO SUPPORT THE WALTER J. HAWRYS RECREATIONAL CENTER | $333,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $554,163 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $180,307 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $181,108 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHARED SERVICE REVENUE - OTHER CHARITABLE/EXEMPT ORGS. | Desc |
| Related Or Exempt Function Incm | $629,150 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $361,415 | ExclusionAmt |
| Related Or Exempt Function Incm | $629,150 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $990,565 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | THIS SHARED SERVICE REVENUE REPORTED IN LINE 11A REPRESENTS PAYMENT FOR ADMINISTRATIVE SERVICES PROVIDED BY THE FOUNDATION TO OTHER TAX-EXEMPT ORGANIZATIONS SHARING A COMMON MISSION. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES & MARILYN SIMONS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $78,235,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT THORNTON | $43,720 | $0 | $0 | $34,720 |
| BDO USA, LLP | $3,406 | $0 | $0 | $3,406 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FELICITY HOUSE | ||||||||||||||
| 23 WEST 20TH ST | NEW YORK | NY | 10011 | 2024-11-27 | $1,000,000 | GENERAL OPERATING SUPPORT | $1,000,000 | NO | 3/31/2025 | THE GRANTEE HAS CERTIFIED THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | ||||
| ACTION FOR AUTISM THE NATIONAL CENTRE FOR AUTISM | ||||||||||||||
| 2024-02-28 | $10,000 | GIFT TO SUPPORT THE CHARITABLE ACTIVITIES OF ACTION FOR AUTISM FOR WORLD AUTISM AWARENESS DAY | $10,000 | NO | 2/9/2025 | THE GRANTEE HAS CERTIFIED THAT IT HAS EXPENDED, FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | POCKET 78 JASOLA VIHAR | NEW DELHI | IN | 110 025 | ||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART I, LINE 19 - DEPRECIATION | FormAndLineReferenceDesc |
| Medium Explanation | FURNITURE & EQUIPMENT - DEPRECIATION - $253,146 | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,205,509 | BookValueAmt |
| EOYFMV | $2,205,509 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & FIXTURES | $441,792 | $198,321 | $243,471 | $243,471 |
| EQUIPMENT | $136,808 | $120,652 | $16,156 | $16,156 |
| LEASEHOLD IMPROVEMENTS | $471,486 | $218,015 | $253,471 | $253,471 |
| ART | $251,205 | $0 | $251,205 | $251,205 |
| WORK IN PROGRESS | $1,730 | $0 | $1,730 | $1,730 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB, BLOCK & PARTNERS LLP | CategoryTxt |
| Legal Fees | $15,245 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,928 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT OF USE ASSET | Desc |
| BOY Book Value | $900,210 | BOYBookValueAmt |
| EOY Book Value | $594,804 | EOYBookValueAmt |
| EOYFMV | $594,804 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISCOUNT ON GRANT PAYABLE | Desc |
| Amt | $191,979 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SECURITY | $231,936 | $0 | $0 | $230,910 |
| INFORMATION TECHNOLOGY EXPENSES | $110,396 | $0 | $0 | $125,256 |
| OFFICE EXPENSES | $84,285 | $0 | $0 | $88,012 |
| INSURANCE | $29,741 | $0 | $0 | $29,741 |
| PROFESSIONAL DEVELOPMENT EXPENSES | $17,085 | $0 | $0 | $19,172 |
| EQUIPMENT RENTAL | $5,804 | $0 | $0 | $6,253 |
| FILING FEES - DELAWARE & NYCHAR500 | $803 | $0 | $0 | $803 |
| POSTAGE & DELIVERY | $56 | $0 | $0 | $56 |
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 INVESTMENT IN LIMITED PARTNERSHIP | $0 | -$65,332 | $0 |
| SHARED SERVICE REVENUE - OTHER CHARITABLE/EXEMPT ORGS. | $629,150 | $0 | $629,150 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $297,628 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OPERATING LEASE LIABILITY | $985,338 | $656,431 |
| DEFERRED EXCISE TAX LIABILITY | $11,253 | $12,505 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HR OUTSOURCING & RECRUITMENT | $90,190 | $0 | $0 | $96,537 |
| INFORMATION TECH SERVICES | $71,873 | $0 | $0 | $75,846 |
| DOCUMENT MANAGEMENT CONSULTING | $35,586 | $0 | $0 | $35,586 |
| GRANTS AND FINANCE CONSULTING | $26,212 | $0 | $0 | $17,871 |
| COMMUNICATIONS CONSULTING | $20,000 | $0 | $0 | $24,000 |
| INVESTMENT MANAGEMENT FEES | $8,113 | $8,113 | $0 | $0 |
| PHILANTHROPIC MGMT. ADVISING | $3,400 | $0 | $0 | $3,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX PROVISION | $5,001 | $0 | $0 | $0 |
| FOREIGN TAXES | $0 | $2,179 | $0 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MJS HOLDINGS 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 | 453826353 | EIN |
| Desc | THERE WERE NO TRANSFERS FROM MJS HOLDINGS LLC IN 2024. | Desc |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MJS HOLDINGS 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 | 453826353 | EIN |
| Desc | THERE WAS A $10,000 TRANSFER TO MJS HOLDINGS LLC IN 2024. | Desc |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |