2025-11-14T13:28:37-06:00 2024-12-31 223123305 MEISEL TUTEUR & LEWIS PC 105 EISENHOWER PARKWAY ROSELAND NJ 070681086 990PF 2024-01-01 136217788 WILLIAM E SIMON FOUNDATION INC WILL 2126618366 360 MT KEMBLE AVE 5 MORRISTOWN NJ 07960 WILLIAM E SIMON JR PRESIDENT 9736822688 2025-11-15 1 0 X FRANCO FALLONE CPA P00061895 9732284600 2024 2025-03-06 01:10:19Z X X 368672 X X 123039 123039 69950 69950 38930 43174 38930 154617 154617 386536 386536 0 0 0 288844 0 288844 469373 81695 387678 6749 0 0 33084 0 33084 19414 0 19414 1709 0 1709 170202 74 158505 989375 81769 889234 5819893 7979153 6809268 81769 8868387 -6422732 304767 4938487 332496 332496 36176 37250 36176 36176 4825 2191957 0 0 6885 0 0 7179404 368672 368672 75750 30682 2497249 337990 9825 0 2582824 368672 X 4596580 0 4596580 0 7179404 368672 4596580 -6422732 1826152 0 0 0 PASSTHROUGH - LONG TERM P 2023-01-01 2024-12-31 37748 37748 37748 DISPOSAL OF INVESTMENTS P 2009-12-31 2024-10-30 5426 4244 1182 1182 38930 4236 0 4236 0 4236 66904 0 0 0 66904 0 62668 0 62668 0 0 0 0 0 0 0 0 0 0 1 1 NY NJ 1 0 0 0 1 1 WWW.WESIMONFOUNDATION.ORG SIMON QUICK ADVISORS LLC 9735251000 360 MT KEMBLE AVENUE MORRISTOWN NJ 07960 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SEE ATTACHMENT 140 EAST 45TH STREET APT 14D NEW YORK NY 10017 PRESIDENT 0.00 0 0 0 NONE 0 SIMON QUICK ADVISORS LLC 360 MT KEMBLE AVE MORRISTOWN NJ 07960 STAFF & OVERHEAD FEES 164130 SIMON QUICK ADVISORS LLC 360 MT KEMBLE AVE MORRISTOWN NJ 07960 ACCTG. & INVESTMENT ADVISORY FEES 79710 0 N/A 0 0 0 2376839 3103031 0 5479870 0 0 5479870 82198 5397672 269884 269884 4236 4236 265648 0 265648 0 265648 8868387 0 8868387 265648 0 0 6563060 7116731 8857599 11175229 10242631 43955250 8868387 0 0 0 265648 8602739 0 0 52557989 0 0 0 0 0 0 6563060 45994929 7116731 8857599 11175229 10242631 8602739 X SEE STATEMENT 12 360 MT KEMBLE AVE 5 MORRISTOWN NJ 07960 CHARITABLE PURPOSE 7979153 7979153 0 14 123039 14 69950 18 38930 MISCELLANEOUS INCOME 14 154617 0 386536 0 386536 0 0 0 0 0 0 0 0 0 0 N/A 0 SECURITY DEPOSIT 6885 0 0 INSURANCE 11623 0 0 BANK FEES 74 74 0 POSTAGE & DELIVERY 2639 0 2639 MISCELLANEOUS EXPENSE 155866 0 155866 MISCELLANEOUS INCOME 154617 154617 154617 CHANGE IN UNREALIZED APPRECIATION 1826152 DEFERRED FEDERAL EXCISE TAX 9825 0 CONSULTANT FEES 223548 0 223548 CUSTODY/MGMT FEES-GOLDMAN SACHS 1000 1000 0 CUSTODY/MGMT FEES-US TRUST COMPANY 985 985 0 STAFF & OVERHEAD FEES 164130 0 164130 ACCOUNTING & INVESTMENT ADVISORY FEES 79710 79710 0 FEDERAL EXCISE TAXES 6249 0 0 UNRELATED BUSINESS INCOME TAXES 500 0 0