Civic Intelligence

The David Simon Foundation

990PF • Fiscal year 2020 • EIN 46-1619656

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 23, 2021

Organization Profile
250 West 55th Street 3000New York, NY 10019

(212) 687-6948

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.00x

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

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Net Margin

77th percentile

57%

Higher net margin than 77% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Asset Growth

73rd percentile

8.1%

Faster asset growth than 73% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

2.7%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$997,696

Up $74,856 (+8.1%) from 2019

Net Assets

$997,696

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin77th percentile

Revenue

Up

$124,042

Up $3,239 (+2.7%) from 2019

Expenses

Up

$53,027

Up $4,032 (+8.2%) from 2019

Net Income

Down

$71,015

Down $793 (-1.1%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,000,000Liabilities 2012: $0Net Assets 2012: $1,000,0002012Assets 2013: $1,425,076Liabilities 2013: $412,500Net Assets 2013: $1,012,5762013Assets 2014: $577,455Liabilities 2014: $0Net Assets 2014: $577,4552014Assets 2015: $983,328Liabilities 2015: $02015Assets 2016: $1,052,042Liabilities 2016: $0Net Assets 2016: $1,052,0422016Assets 2017: $1,194,193Liabilities 2017: $0Net Assets 2017: $1,194,1932017Assets 2018: $849,584Liabilities 2018: $0Net Assets 2018: $849,5842018Assets 2019: $922,840Liabilities 2019: $02019Assets 2020: $997,696Liabilities 2020: $0Net Assets 2020: $997,6962020Assets 2021: $1,198,643Liabilities 2021: $0Net Assets 2021: $1,198,6432021Assets 2022: $1,333,361Liabilities 2022: $0Net Assets 2022: $1,333,3612022Assets 2023: $1,493,844Liabilities 2023: $0Net Assets 2023: $1,486,0302023Assets 2024: $1,582,707Liabilities 2024: $0Net Assets 2024: $1,582,7072024

Highlighted filing

2020

Assets$997,696
Liabilities$0
Net Assets$997,696
Open 2020 Filing

Operations Trend

Revenue Growth58th percentile

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

$400K$200K$0-$200K-$400KExpenses 2012: $02012Revenue 2013: $65,722Expenses 2013: $43,642Net Income 2013: $22,0802013Revenue 2014: -$256,664Expenses 2014: $82,591Net Income 2014: -$339,2552014Revenue 2015: $112,839Expenses 2015: $23,910Net Income 2015: $88,9292015Revenue 2016: $134,399Expenses 2016: $65,685Net Income 2016: $68,7142016Revenue 2017: $208,875Expenses 2017: $66,769Net Income 2017: $142,1062017Revenue 2018: -$254,218Expenses 2018: $90,891Net Income 2018: -$345,1092018Revenue 2019: $120,803Expenses 2019: $48,995Net Income 2019: $71,8082019Revenue 2020: $124,042Expenses 2020: $53,027Net Income 2020: $71,0152020Revenue 2021: $237,758Expenses 2021: $36,811Net Income 2021: $200,9472021Revenue 2022: $183,260Expenses 2022: $48,535Net Income 2022: $134,7252022Revenue 2023: $202,919Expenses 2023: $42,435Net Income 2023: $160,4842023Revenue 2024: $142,298Expenses 2024: $53,435Net Income 2024: $88,8632024

Highlighted filing

2020

Revenue$124,042
Expenses$53,027
Net Income$71,015
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 23, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J SIMONPresident-$0--
Filing and Contact Details

Filer

Filer Name
The David Simon Foundation
EIN
46-1619656
In Care Of
% DAVID J SIMON
Phone
2126876948
Address
250 WEST 55TH STREET 3000, NEW YORK, NY 10019

Signing Officer

Name
David Simon
Title
Trustee
Phone
2126876948
Signed
2021-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Stephen a Kepniss & Assoc Pc
Address
211 MOUNTAIN AVENUE, SPRINGFIELD, NJ 07081
Phone
9739211250
Raw XML Appendix318 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0K-1 TWIN OPPORTUNITIES FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01012493
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt012860
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0213
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0110969
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 TWIN OPPORTUNITIES FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0169896
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt08229
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01939
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt053027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0124042
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02967
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013236
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0147810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0147810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0147810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TWIN OPPORTUNITIES FUND, LP (47-1221708)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TWIN OPPORTUNITIES FUND, LP (47-1221708)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0169896
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt071015
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt039161
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt043002
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01036857
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0922840
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0997696
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt045882
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt045882
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt045882
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt047422
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01540
IRS990PF/DistributableAmountGrp/TotalTaxAmt01540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt030
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01018294
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07205
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05801
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05801
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0922840
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0997696
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0915635
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0991895
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0922840
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0962888
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09145
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0953743
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014443
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt047422
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0948445
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0962888
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID J SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0250 WEST 55TH STREET 3000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010019
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt039467
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt039467
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVID J SIMON
IRS990PF/StatementsRegardingActyGrp/PhoneNum02126876948
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt639 BROADWAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd218104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd407960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710003
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt039467
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045882
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06415
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02169
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06415
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05537
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03809
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01728
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039467
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05537
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011952
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt039161
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO REPORT K-1 ON TAX BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0THROUGH TWIN OPPORTUNITIES FUND, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1UBTI INCOME ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-15925
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-43002
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-15925
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-43002
OtherIncreasesSchedule/OtherIncreasesDetail/Amt043002
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UBTI ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER LIABILITIES
TaxesSchedule/TaxesDetail/Amt0324
TaxesSchedule/TaxesDetail/Amt11939
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1THROUGH K-1
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01939
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126876948
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID SIMON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0461619656
ReturnHeader/Filer/InCareOfNm0% DAVID J SIMON
ReturnHeader/Filer/PhoneNum02126876948
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 WEST 55TH STREET 3000
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN A KEPNISS & ASSOC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 MOUNTAIN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007081
ReturnHeader/PreparerPersonGrp/PhoneNum09739211250
ReturnHeader/ReturnTs02021-05-12T10:08:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$997,696
Liabilities
$0
Net assets
$997,696
Revenue
$124,042
Expenses
$53,027
Net income
$71,015
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.14$0.05$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.20$0.04$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.18$0.05$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.24$0.04$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.12$0.05$0.07
2019Summary only. Only limited summary data is available for this year.$0.92$0.00$0.12$0.05$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.25$0.09$0.35
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.21$0.07$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.13$0.07$0.07
2015Summary only. Only limited summary data is available for this year.$0.98$0.00$0.11$0.02$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.26$0.08$0.34
2013Detailed filing. Detailed filing data is available for this year.$1.43$0.41$1.01$0.07$0.04$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.00