Civic Intelligence

The David Simon Foundation

990PF • Fiscal year 2023 • EIN 46-1619656

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
250 West 55th Street 1603New York, NY 10019

(212) 687-6948

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Net Margin

84th percentile

79%

Higher net margin than 84% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Asset Growth

82nd percentile

12%

Faster asset growth than 82% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

11%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$1,493,844

Up $160,483 (+12%) from 2022

Net Assets

Up

$1,486,030

Up $152,669 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin84th percentile

Revenue

Up

$202,919

Up $19,659 (+11%) from 2022

Expenses

Down

$42,435

Down $6,100 (-13%) from 2022

Net Income

Up

$160,484

Up $25,759 (+19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2023

Assets$1,493,844
Liabilities$0
Net Assets$1,486,030
Open 2023 Filing

Operations Trend

Revenue Growth55th 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

2023

Revenue$202,919
Expenses$42,435
Net Income$160,484
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th 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 1603, NEW YORK, NY 10019

Signing Officer

Name
David Simon
Title
Trustee
Phone
2126876948
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Stephen a Kepniss & Assoc Pc
Address
211 MOUNTAIN AVENUE, SPRINGFIELD, NJ 07081
Preparer
Stephen a Kepniss
Phone
9739211250
Raw XML Appendix313 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02968
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01488874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0TWIN OFFSHORE, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01567534
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07094
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0160484
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01493845
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01493845
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt068777
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt068777
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt068777
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt071549
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02772
IRS990PF/DistributableAmountGrp/TotalTaxAmt02772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02122
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02772
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01572504
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01333361
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01452763
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04768
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01447995
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021791
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt071549
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01430972
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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 1603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt033968
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt033968
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/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
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02126876948
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FUND FOR THE AGED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PEF ISRAELORG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ALZHEIMERS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HELP USA FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6WORLD CENTRAL KITCHEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7FOUNDATION TO COMBAT ANTISEMITISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8MICHAEL J FOX FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5115 EAST 13TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6655 NEW YORK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 18
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 5014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91120 6TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ALLENTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7FOXBOROUGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8HAGERSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd218104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410165
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd620001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd702035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd821741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd910036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031000
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/AppliedToCurrentYearAmt03097
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030871
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033968
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt065680
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030871
OtherIncomeSchedule2/OtherIncomeDetail/Desc0THROUGH TWIN OFFSHORE, LTD
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0195825
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0195825
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER LIABILITIES
TaxesSchedule/TaxesDetail/Amt05000
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1NY TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1500
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126876948
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
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 1603
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010019
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN A KEPNISS
ReturnHeader/ReturnTs02024-11-05T08:38:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,493,844
Liabilities
$0
Net assets
$1,486,030
Revenue
$202,919
Expenses
$42,435
Net income
$160,484
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