Civic Intelligence

William E Simon Foundation Inc.

990PF • Fiscal year 2021 • EIN 13-6217788

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
140 East 45th Street 14DNew York, NY 10017

(212) 661-8366

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.15x

Higher debt load relative to assets than 53% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

1.00x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

2nd percentile

-184%

Higher net margin than 2% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

3rd percentile

-15%

Faster asset growth than 3% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

114%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$35,061,362

Down $6,004,963 (-15%) from 2020

Net Assets

Down

$29,765,409

Down $9,799,414 (-25%) from 2020

Liabilities

Up

$5,295,953

Up $3,794,451 (+253%) from 2020

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin2nd percentile

Revenue

Up

$5,297,392

Up $2,817,733 (+114%) from 2020

Expenses

Up

$15,018,143

Up $6,009,576 (+67%) from 2020

Net Income

Down

-$9,720,751

Down $3,191,843 (-49%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

Highlighted filing

2021

Assets$35,061,362
Liabilities$5,295,953
Net Assets$29,765,409
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

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

Highlighted filing

2021

Revenue$5,297,392
Expenses$15,018,143
Net Income-$9,720,751
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHMENTPresident-$0--
Filing and Contact Details

Filer

Filer Name
William E Simon Foundation Inc
EIN
13-6217788
Phone
2126618366
Address
140 EAST 45TH STREET 14D, NEW YORK, NY 10017

Signing Officer

Name
William E Simon Jr
Title
Director
Phone
9736822688
Signed
2022-11-15
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
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BANK OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BANK OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GOLDMAN SACHS - BROKERAGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GOLDMAN SACHS - BROKERAGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GOLDMAN SACHS - EAGLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GOLDMAN SACHS - EAGLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GOLDMAN SACHS - HARRIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GOLDMAN SACHS - HARRIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GOLDMAN SACHS - DELAWARE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9GOLDMAN SACHS - DELAWARE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PARTNERSHIP PASSTHROUGH - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PARTNERSHIP PASSTHROUGH - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12PARTNERSHIP PASSTHROUGH - DISPOSALS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04956939
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-9720751
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt078663
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029844072
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt039564823
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt029765409
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01903527
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01903527
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01903527
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01971246
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt067719
IRS990PF/DistributableAmountGrp/TotalTaxAmt067719
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt014662
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt027400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt055000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt067719
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt014662
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt067719
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt067719
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt082400
IRS990PF/FMVAssetsEOYAmt035061362
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0127694
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0105265
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0442
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0692
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0442
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0442
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09645511
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010626888
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010626888
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt01206179
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt04987512
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt039564823
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt029765409
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0124816
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt061816
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt061816
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt027708648
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt022970485
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt022970485
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0167629
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0203176
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt045155
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt035340
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt035340
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03541503
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01366391
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01366391
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt041066325
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt035061362
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt035061362
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01501502
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05295953
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt041066325
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt035061362
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt039564823
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt029765409
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt040025289
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02758720
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt037168971
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0600379
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt097598
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01971246
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt039424910
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt040025289
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0SIMON QUICK ADVISORS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1SIMON QUICK ADVISORS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0277658
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1122342
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0STAFF & OVERHEAD FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1ACCTG. & INVESTMENT ADVISORY FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0360 MT KEMBLE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1360 MT KEMBLE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MORRISTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1MORRISTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd007960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd107960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SEE ATTACHMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0140 EAST 45TH STREET APT 14D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt010761126
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt010761126
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SIMON QUICK ADVISORS LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0360 MT KEMBLE AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MORRISTOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007960
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09735251000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.WESIMONFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08956356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT 12
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0140 EAST 45TH ST 14D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08956356
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,061,362
Liabilities
$5,295,953
Net assets
$29,765,409
Revenue
$5,297,392
Expenses
$15,018,143
Net income
-$9,720,751
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
2021Detailed filing. Detailed filing data is available for this year.$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
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