Civic Intelligence

William E Simon Foundation Inc.

990T • Fiscal year 2020 • EIN 13-6217788

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 15, 2022

Organization Profile
140 East 45th Street No 14DNew York, NY 10017

(973) 525-1000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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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 2010: $102,955,176Liabilities 2010: $6,008,5332010Assets 2011: $97,331,827Liabilities 2011: $9,595,5872011Assets 2012: $92,523,052Liabilities 2012: $8,058,9762012Assets 2013: $90,244,005Liabilities 2013: $9,779,9972013Assets 2014: $81,523,986Liabilities 2014: $6,011,6692014Assets 2015: $64,302,180Liabilities 2015: $5,147,3842015Assets 2019: $45,245,934Liabilities 2019: $1,967,7072019Assets 2020: $41,066,325Liabilities 2020: $1,501,502Net Assets 2020: $39,564,8232020Assets 2021: $35,061,362Liabilities 2021: $5,295,953Net Assets 2021: $29,765,4092021Assets 2022: $17,877,344Liabilities 2022: $9,662,885Net Assets 2022: $8,214,4592022Assets 2023: $7,179,404Liabilities 2023: $2,582,8242023Assets 2024: $368,672Liabilities 2024: $368,672Net Assets 2024: $02024

Latest loaded filing

2024

Assets$368,672
Liabilities$368,672
Net Assets$0
Open 2024 Filing

Operations Trend

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

$20M$10M$0-$10M-$20MRevenue 2010: $3,798,692Expenses 2010: $12,495,492Net Income 2010: -$8,696,8002010Revenue 2011: $7,618,802Expenses 2011: $14,589,885Net Income 2011: -$6,971,0832011Revenue 2012: $8,258,381Expenses 2012: $12,210,397Net Income 2012: -$3,952,0162012Revenue 2013: $5,386,391Expenses 2013: $15,634,919Net Income 2013: -$10,248,5282013Revenue 2014: $7,240,199Expenses 2014: $10,801,457Net Income 2014: -$3,561,2582014Revenue 2015: $6,970,012Expenses 2015: $13,660,088Net Income 2015: -$6,690,0762015Revenue 2019: $1,287,064Expenses 2019: $9,007,218Net Income 2019: -$7,720,1542019Revenue 2020: $2,479,659Expenses 2020: $9,008,567Net Income 2020: -$6,528,9082020Revenue 2021: $5,297,392Expenses 2021: $15,018,143Net Income 2021: -$9,720,7512021Revenue 2022: $6,732,119Expenses 2022: $17,248,011Net Income 2022: -$10,515,8922022Revenue 2023: $1,762,440Expenses 2023: $4,077,083Net Income 2023: -$2,314,6432023Revenue 2024: $386,536Expenses 2024: $6,809,268Net Income 2024: -$6,422,7322024

Latest loaded filing

2024

Revenue$386,536
Expenses$6,809,268
Net Income-$6,422,732
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 15, 2022
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
William E Simon Foundation Inc
EIN
13-6217788
Phone
9735251000
Address
140 EAST 45TH STREET NO 14D, NEW YORK, NY 10017

Signing Officer

Name
William E Simon Jr
Title
Director
Phone
9736822688
Signed
2022-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Meisel Tuteur & Lewis Pc
Address
101 EISENHOWER PARKWAY, ROSELAND, NJ 07068-1086
Preparer
Franco Fallone CPA
Phone
9732284600
Raw XML Appendix161 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
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IRS1120ScheduleD/TotalLTCGL1099BNotShowBasisGrp/TotalProceedsSalesPriceAmt04790
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AcquiredDt02021-01-01
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IRS990T/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0SIMON QUICK ADVISORS LLC
IRS990T/BooksInCareOfDetail/PhoneNum09735251000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0360 MT KEMBLE AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MORRISTOWN
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IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
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IRS990T/PaidTaxLiabilityAmt00
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IRS990TScheduleA/InvestmentIncmSect501c7917Grp/IncomeTypeDesc0INCOME FROM PASSTHROUGH
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeAmt00
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IRS990TScheduleA/PrincipalBusinessActivityCd0900099
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IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt0333 SOUTH GRAND AVE 28TH FL
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0LOS ANGELES
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0CA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd090071
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt02172
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt04535
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt12172
IRS990TScheduleA/TotUnrltTrdBusIncmAmt04535
IRS990TScheduleA/TotUnrltTrdBusIncmAmt12172
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0SOUTH STREET CAPITAL, LP
IRS990TScheduleA/TradeOrBusinessDesc1OCM OPPORTUNITIES FUND VI, LP
IRS990TScheduleA/UBIBeforeNOLDedAmt04535
IRS990TScheduleA/UBIBeforeNOLDedAmt12172
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt04535
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt12172
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
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IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
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IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
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IRS990T/TotalUBTIComputedAmt06707
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM E SIMON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09736822688
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM E SIMON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0136217788
ReturnHeader/Filer/PhoneNum09735251000
ReturnHeader/Filer/USAddress/AddressLine1Txt0140 EAST 45TH STREET NO 14D
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223123305
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 EISENHOWER PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
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ReturnHeader/PreparerPersonGrp/PhoneNum09732284600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCO FALLONE CPA
ReturnHeader/ReturnTs02022-08-16T14:37:26-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMON JR
ReturnHeader/TaxPeriodBeginDt02020-01-01
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.$0.37$0.37$0.00$0.39$6.81$6.42
2023Summary only. Only limited summary data is available for this year.$7.18$2.58$1.76$4.08$2.31
2022Detailed filing. Detailed filing data is available for this year.$17.9$9.66$8.21$6.73$17.2$10.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.1$5.30$29.8$5.30$15.0$9.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$1.50$39.6$2.48$9.01$6.53
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$45.2$1.97$1.29$9.01$7.72
2015Summary only. Only limited summary data is available for this year.$64.3$5.15$6.97$13.7$6.69
2014Summary only. Only limited summary data is available for this year.$81.5$6.01$7.24$10.8$3.56
2013Summary only. Only limited summary data is available for this year.$90.2$9.78$5.39$15.6$10.2
2012Summary only. Only limited summary data is available for this year.$92.5$8.06$8.26$12.2$3.95
2011Summary only. Only limited summary data is available for this year.$97.3$9.60$7.62$14.6$6.97
2010Summary only. Only limited summary data is available for this year.$103$6.01$3.80$12.5$8.70