Civic Intelligence

Paul Simons Foundation Inc.

990T • Fiscal year 2020 • EIN 13-3937693

Jul 01, 2020 to Dec 31, 2020 • Filed on Oct 01, 2021

Organization Profile

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200 Harbor RoadStony Brook, NY 11790

(631) 689-0619

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $30,191,377Liabilities 2011: $900Net Assets 2011: $30,190,4772011Assets 2012: $36,904,416Liabilities 2012: $1,6502012Assets 2013: $43,960,616Liabilities 2013: $1,6502013Assets 2014: $46,391,468Liabilities 2014: $1,6502014Assets 2015: $49,901,798Liabilities 2015: $1,6502015Assets 2016: $58,232,556Liabilities 2016: $750Net Assets 2016: $58,231,8062016Assets 2017: $59,905,585Liabilities 2017: $7,535Net Assets 2017: $59,898,0502017Assets 2018: $61,537,314Liabilities 2018: $8,183Net Assets 2018: $61,529,1312018Assets 2019: $69,015,816Liabilities 2019: $9,200Net Assets 2019: $69,006,6162019Assets 2020: $84,701,478Liabilities 2020: $68,750Net Assets 2020: $84,632,7282020Assets 2021: $121,782,003Liabilities 2021: $59,500Net Assets 2021: $121,722,5032021Assets 2022: $114,751,627Liabilities 2022: $69,509Net Assets 2022: $114,682,1182022Assets 2023: $112,077,491Liabilities 2023: $24,000Net Assets 2023: $112,053,4912023Assets 2024: $109,276,011Liabilities 2024: $20,000Net Assets 2024: $109,256,0112024

Latest loaded filing

2024

Assets$109,276,011
Liabilities$20,000
Net Assets$109,256,011
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $572,5722011Revenue 2012: $5,986,400Expenses 2012: $988,050Net Income 2012: $4,998,3502012Revenue 2013: $7,130,000Expenses 2013: $2,131,650Net Income 2013: $4,998,3502013Revenue 2014: $1,401,244Expenses 2014: $1,351,650Net Income 2014: $49,5942014Revenue 2015: $1,985,000Expenses 2015: $1,986,650Net Income 2015: -$1,6502015Revenue 2016: $6,505,000Expenses 2016: $6,477,363Net Income 2016: $27,6372016Revenue 2017: $0Expenses 2017: $4,544,952Net Income 2017: -$4,544,9522017Revenue 2018: $0Expenses 2018: $4,189,096Net Income 2018: -$4,189,0962018Revenue 2019: $3,006,560Expenses 2019: $4,630,579Net Income 2019: -$1,624,0192019Revenue 2020: $10,005,357Expenses 2020: $5,045,697Net Income 2020: $4,959,6602020Revenue 2021: $9,487,542Expenses 2021: $10,393,345Net Income 2021: -$905,8032021Revenue 2022: $44,157,358Expenses 2022: $9,044,072Net Income 2022: $35,113,2862022Revenue 2023: $7,016,059Expenses 2023: $13,039,914Net Income 2023: -$6,023,8552023Revenue 2024: $800,873Expenses 2024: $11,333,028Net Income 2024: -$10,532,1552024

Latest loaded filing

2024

Revenue$800,873
Expenses$11,333,028
Net Income-$10,532,155
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Dec 31, 2020
Signed
Oct 1, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Paul Simons Foundation Inc
EIN
13-3937693
Phone
6316890619
Address
200 HARBOR ROAD, STONY BROOK, NY 11790

Signing Officer

Name
Elizabeth Williamson
Title
Treasurer
Phone
6316890619
Signed
2021-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
757 THIRD AVENUE 3RD FLOOR, NEW YORK, NY 10017-2013
Preparer
Scott Thompsett
Phone
2125990100
Raw XML Appendix112 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt051585
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt07379
IRS1120ScheduleD/Form4797GainOrLossAmt01190
IRS1120ScheduleD/NetCapitalGainAmt044206
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt044206
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt07379
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt043016
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt043016
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt07379
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt07379
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt043016
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt043016
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LT INVESTMENTS FROM LPS
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt043016
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt043016
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt07379
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt07379
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ST INVESTMENTS FROM LPS
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt07379
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt07379
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0ELIZABETH WILLIAMSON
IRS990T/BooksInCareOfDetail/PhoneNum06316890619
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 HARBOR ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0STONY BROOK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd011790
IRS990T/BookValueAssetsEOYAmt097308717
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt051585
IRS990TScheduleA/InterestDeductionAmt09951
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt05800
IRS990TScheduleA/PrincipalBusinessActivityCd0520000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0809
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt016560
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-216872
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-165287
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-165287
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN LIMITED PARTNERSHIPS (QPI)
IRS990TScheduleA/UBIBeforeNOLDedAmt0-181847
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-181847
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-181847
IRS990T/TotalUBTIBeforeSection199AAmt0-181847
IRS990T/TotalUBTIComputedAmt0-181847
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH WILLIAMSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06316890619
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL SIMONS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0133937693
ReturnHeader/Filer/PhoneNum06316890619
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 HARBOR ROAD
ReturnHeader/Filer/USAddress/CityNm0STONY BROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011790
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0366055558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0757 THIRD AVENUE 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100172013
ReturnHeader/PreparerPersonGrp/PhoneNum02125990100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT THOMPSETT
ReturnHeader/ReturnTs02021-10-21T12:14:03-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$109$0.02$109$0.80$11.3$10.5
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$112$0.02$112$7.02$13.0$6.02
2022Detailed filing. Detailed filing data is available for this year.$115$0.07$115$44.2$9.04$35.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$122$0.06$122$9.49$10.4$0.91
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.7$0.07$84.6$10.0$5.05$4.96
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$69.0$0.01$69.0$3.01$4.63$1.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.5$0.01$61.5$0.00$4.19$4.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.9$0.01$59.9$0.00$4.54$4.54
2016Detailed filing. Detailed filing data is available for this year.$58.2$0.00$58.2$6.51$6.48$0.03
2015Summary only. Only limited summary data is available for this year.$49.9$0.00$1.99$1.99$0.00
2014Summary only. Only limited summary data is available for this year.$46.4$0.00$1.40$1.35$0.05
2013Summary only. Only limited summary data is available for this year.$44.0$0.00$7.13$2.13$5.00
2012Summary only. Only limited summary data is available for this year.$36.9$0.00$5.99$0.99$5.00
2011Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$0.57