Civic Intelligence

The Morton a & Phyllis Simon Foundation

990PF • Fiscal year 2013 • EIN 22-3010423

Nov 01, 2012 to Oct 31, 2013 • Filed on Aug 07, 2014

3 Chestnut Drive10970
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

60th percentile

5.1%

Faster asset growth than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$30,073

Up $1,454 (+5.1%) from 2012

Net Assets

$30,073

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$8,634

Down $428 (-4.7%) from 2012

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.

$200K$150K$100K$50K$0Assets 2011: $27,566Liabilities 2011: $02011Assets 2012: $28,619Liabilities 2012: $02012Assets 2013: $30,073Liabilities 2013: $0Net Assets 2013: $30,0732013Assets 2014: $42,719Liabilities 2014: $0Net Assets 2014: $42,7192014Assets 2015: $45,220Liabilities 2015: $0Net Assets 2015: $45,2202015Assets 2016: $68,971Liabilities 2016: $0Net Assets 2016: $68,9712016Assets 2017: $85,313Liabilities 2017: $0Net Assets 2017: $85,3132017Assets 2018: $153,256Liabilities 2018: $0Net Assets 2018: $153,2562018Assets 2019: $142,587Liabilities 2019: $0Net Assets 2019: $142,5872019Assets 2020: $145,579Liabilities 2020: $0Net Assets 2020: $145,5792020Assets 2021: $181,694Liabilities 2021: $0Net Assets 2021: $181,6942021Assets 2022: $171,745Liabilities 2022: $0Net Assets 2022: $171,7452022Assets 2023: $159,756Liabilities 2023: $0Net Assets 2023: $159,7562023Assets 2024: $150,752Liabilities 2024: $0Net Assets 2024: $150,7522024

Highlighted filing

2013

Assets$30,073
Liabilities$0
Net Assets$30,073

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $217Expenses 2011: $4,474Net Income 2011: -$4,2572011Revenue 2012: $10,116Expenses 2012: $9,062Net Income 2012: $1,0542012Expenses 2013: $8,6342013Revenue 2014: $17,536Expenses 2014: $4,890Net Income 2014: $12,6462014Revenue 2015: $9,716Expenses 2015: $7,215Net Income 2015: $2,5012015Revenue 2016: $30,000Expenses 2016: $6,249Net Income 2016: $23,7512016Revenue 2017: $30,000Expenses 2017: $13,658Net Income 2017: $16,3422017Revenue 2018: $80,000Expenses 2018: $12,057Net Income 2018: $67,9432018Revenue 2019: $0Expenses 2019: $10,669Net Income 2019: -$10,6692019Revenue 2020: $40,000Expenses 2020: $37,008Net Income 2020: $2,9922020Revenue 2021: $49,089Expenses 2021: $12,974Net Income 2021: $36,1152021Revenue 2022: $0Expenses 2022: $9,949Net Income 2022: -$9,9492022Revenue 2023: $0Expenses 2023: $11,989Net Income 2023: -$11,9892023Revenue 2024: $0Expenses 2024: $9,004Net Income 2024: -$9,0042024

Highlighted filing

2013

Revenue-
Expenses$8,634
Net Income-
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Aug 7, 2014
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORTON A SIMONPresident-$0--
PHYLLIS B SIMONV.P, Sec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTEMPLE BETH ELCHARITABLENON-PROFITSPRING VALLEY, NY, US$6,385
Paid GrantAMERICAN CANCER SOCEITYCHARITABLENON-PROFITOKLAHOMA CITY, OK, US$145
Paid GrantHILLCREST VOLUNTEER FIRE CO NO 1CHARITABLENON-PROFITSPRING VALLEY, NY, US$50
Paid GrantLUPUS FOUNDATIONCHARITABLENON-PROFITWALDORF, DC, US$35
Paid GrantMADDCHARITABLENON-PROFITLATHAM, NY, US$25
Paid GrantALZHEIMERS ASSNCHARITABLENON-PROFITWASHINGTON, DC, US$20
Paid GrantARTHRITIS FOUNDATIONCHARITABLENON-PROFITATLANTA, GA, US$20
Paid GrantCHRISTOPHER DANA REEVE FOUNDATIONCHARITABLENON-PROFITWALDORF, MS, US$20
Paid GrantTHE ALS ASSOCIATESCHARITABLENON-PROFITPUEBLO, CO, US$20
Paid GrantAMERICAN DIABETES ASSOCIATIONCHARITABLENON-PROFITMERRIFIELD, VA, US$15
Paid GrantAMERICAN JEWISH WORLD SERVICECHARITABLENON-PROFITWASHINGTON, DC, US$15
Paid GrantAMERICAN KIDNEY FUNDCHARITABLENON-PROFITMERRIFIELD, VA, US$15
Paid GrantAMERICAN PARKINSON DISEASE ASSCOIATIONCHARITABLE-STATEN ISLAND, NY, US$15
Paid GrantMARCH OF DIMECHARITABLENON-PROFITWHITE PLAIN, NY, US$15
Filing and Contact Details

Filer

EIN
22-3010423
Raw XML Appendix393 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
AccountingFeesSchedule/AccountingFees/Amount01700
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0850
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0850
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount088
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount088
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA088
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0850
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0850
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01700
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps06795
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss06795
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss010000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses01454
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm088
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss088
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0139
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0139
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0989
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses010088
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IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY0924
IRS990PF/BalanceSheets/CashEOY05290
IRS990PF/BalanceSheets/CashEOYFMV05290
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY028619
IRS990PF/BalanceSheets/RetainedEarningsEOY030073
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY027695
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY024783
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IRS990PF/BalanceSheets/TotalAssetsBOY028619
IRS990PF/BalanceSheets/TotalAssetsEOY030073
IRS990PF/BalanceSheets/TotalAssetsEOYFMV030073
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY028619
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY030073
IRS990PF/BalanceSheets/TotalNetAssetsBOY028619
IRS990PF/BalanceSheets/TotalNetAssetsEOY030073
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01454
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal030073
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY028619
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY030073
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01445
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01445
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01445
IRS990PF/DistributableAmount/MinimumInvestmentReturn01445
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TotalTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY030073
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets029347
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances029347
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0440
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01445
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets028907
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets029347
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MORTON A SIMON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PHYLLIS B SIMON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1V.P, SEC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103 CHESTNUT DR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113 CHESTNUT DR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0POMONA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1POMONA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode010970
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode110970
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct06053
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets06053
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.209408
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.318456
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.301159
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.175066
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.252357
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets028907
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1027671
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear200
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3036851
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4046234
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5057284
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions07784
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear108812
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear200
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3011098
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear408094
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5014456
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio01.047038
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions07784
IRS990PF/QualifyingDistributions/ExpensesAndContributions07784
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions07784
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MORTON A SIMON
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08453541094
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103 CHESTNUT DR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0POMONA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode010970
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
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IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount020
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount115
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount215
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount315
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount415
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5145
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount620
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount720
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount850
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount935
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1025
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1115
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount126385
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1320
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ALZHEIMERS ASSN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11AMERICAN DIABETES ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12AMERICAN JEWISH WORLD SERVICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13AMERICAN KIDNEY FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14AMERICAN PARKINSON DISEASE ASSCOIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15AMERICAN CANCER SOCEITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16ARTHRITIS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17CHRISTOPHER DANA REEVE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18HILLCREST VOLUNTEER FIRE CO NO 1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19LUPUS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110MADD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111MARCH OF DIME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112TEMPLE BETH EL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113THE ALS ASSOCIATES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5NON-PROFIT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship12NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship13NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 96011
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 1534
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 96061
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 1537
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14135 PARKINSON AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO BOX 22718
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161330 W PEACHTREE STREET SUITE 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17PO BOX 9004
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18200 NORTH MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine192000 L STREET NW SUITE 410
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110790 WATERVLIET SHAKER RD 6
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1111275 MAMARONECK AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112415 VIOLA ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113PO BOX 8178
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MERRIFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MERRIFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4STATEN ISLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5OKLAHOMA CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6ATLANTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7WALDORF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8SPRING VALLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9WALDORF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10LATHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11WHITE PLAIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12SPRING VALLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City13PUEBLO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7MS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State13CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode020090
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode122116
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode220090
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode322116
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode410305
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode573123
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode630309
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode720697
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode810977
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode920036
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1012110
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1110605
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1210977
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1381008
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear06795
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear01445
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01445
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear107428
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear309255
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear405788
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5011592
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5011592
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear028810
IRS990PF/UndistributedIncome/ExcessFromCurrentYear06339
IRS990PF/UndistributedIncome/ExcessFromYear107428
IRS990PF/UndistributedIncome/ExcessFromYear309255
IRS990PF/UndistributedIncome/ExcessFromYear405788
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions07784
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus06339
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus040402
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover034063
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0POSTAGE
OtherExpensesSchedule/OtherExpenses/Description1FILING FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0111
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps128
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0111
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome128
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0111
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks128
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0223010423
ReturnHeader/Filer/Name/BusinessNameLine10THE MORTON A & PHYLLIS SIMON FOUNDATION
ReturnHeader/Filer/NameControl0MORT
ReturnHeader/Filer/Phone08453541094
ReturnHeader/Filer/USAddress/AddressLine103 CHESTNUT DRIVE
ReturnHeader/Filer/USAddress/City0POMONA
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010970
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-08-07
ReturnHeader/Officer/Name0MORTON SIMON
ReturnHeader/Officer/Phone08453541094
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0113518842
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MARKS PANETH LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1088 FROEHLICH FARM BLVD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WOODBURY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode011797
ReturnHeader/Preparer/Name0KURT KIESS
ReturnHeader/Preparer/Phone05169925900
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-11-01
ReturnHeader/TaxPeriodEndDate02013-10-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-08-13T13:49:15-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.00$0.09$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.00$0.12$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.00$0.10$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.49$0.13$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.40$0.37$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.00$0.11$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.80$0.12$0.68
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.30$0.14$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.30$0.06$0.24
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.10$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.18$0.05$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.09
2012Summary only. Only limited summary data is available for this year.$0.29$0.00$0.10$0.09$0.01
2011Summary only. Only limited summary data is available for this year.$0.28$0.00$0.00$0.04$0.04