2025-06-10T11:13:39-05:00 2024-07-31 814234542 BPM LLP 10 ALMADEN BOULEVARD SUITE 1000 SAN JOSE CA 951132238 990 2023-08-01 942650833 SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE SIMO 5106420143 17 GAUSS WAY BERKELEY CA 94720 TATIANA TORO DIRECTOR 5106420143 2025-06-09 1 1 TAMARA L MCINERNEY P00011797 4089616300 2025-06-09 2023 2025-03-06 01:10:19Z MATHEMATICAL SCIENCES RESEARCH INSTITUTE TATIANA TORO 17 GAUSS WAY BERKELEY CA 94720 62602307 0 X HTTPS://WWW.SLMATH.ORG/ X 1980 CA THE MISSION OF THE SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE (SLMATH) IS TO: FOSTER AND COMMUNICATE MATHEMATICAL RESEARCH IN A BROAD RANGE OF FUNDAMENTAL TOPICS AND APPLICATIONS, DEVELOP MATHEMATICAL TALENT AND CULTIVATE A SENSE OF BELONGING AND ENGAGEMENT, AND INSPIRE AN APPRECIATION OF THE POWER, BEAUTY, AND JOY OF MATHEMATICS. 37 37 29 64 0 0 20559544 16724922 459906 484843 825484 5274658 8022 26626 21852956 22511049 5353773 5319309 0 0 3829914 3948471 0 0 886887 4866300 4902559 14049987 14170339 7802969 8340710 100857692 111116867 1106411 1012781 99751281 110104086 X THE MISSION OF THE SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE (SLMATH) IS TO: FOSTER AND COMMUNICATE MATHEMATICAL RESEARCH IN A BROAD RANGE OF FUNDAMENTAL TOPICS AND APPLICATIONS, DEVELOP MATHEMATICAL TALENT AND CULTIVATE A SENSE OF BELONGING AND ENGAGEMENT, AND INSPIRE AN APPRECIATION OF THE POWER, BEAUTY, AND JOY OF MATHEMATICS. 0 0 9067919 5244992 484843 SCIENTIFIC PROGRAMS: SLMATH CONDUCTS BROADLY-BASED RESEARCH PROGRAMS IN THE MATHEMATICAL SCIENCES AND CLOSELY RELATED FIELDS. IN ANY GIVEN YEAR, SLMATH CONDUCTS BETWEEN TWO AND FOUR THEMATIC RESEARCH PROGRAMS, EACH LASTING EITHER 5 MONTHS OR 10 MONTHS. EACH SUCH PROGRAM HOSTS 60-120 MATHEMATICAL SCIENTISTS FROM ALL OVER THE WORLD WHOSE RESEARCH CENTERS ON THE PROGRAM'S THEME, DURING WHICH TIME THEY COLLABORATE ON RESEARCH, CONDUCT SEMINARS AND WORKSHOPS, AND TRAIN AND MENTOR POSTDOCTORAL FELLOWS IN THE DISCIPLINE. SLMATH ALSO HOSTS, EACH YEAR, SEVERAL STAND-ALONE WORKSHOPS ON SPECIAL TOPICS, EACH ONE LASTING FOR A PERIOD BETWEEN ONE DAY AND TWO WEEKS AND BRINGING TO SLMATH BETWEEN 40 AND 150 PARTICIPANTS. SLMATH ALSO COLLABORATES WITH OTHER MATHEMATICS INSTITUTES IN SCIENTIFIC PROGRAMS AND IN ITS EFFORTS TO ENCOURAGE PARTICIPATION IN MATHEMATICS RESEARCH PROGRAMS. 1521470 COMPUTING AND COMMUNICATION: SLMATH PROVIDES INFORMATION TECHNOLOGY (IT) RESOURCES AND SERVICES TO ITS RESEARCHERS AND THE BROADER MATH COMMUNITY WORLDWIDE. SLMATH MAINTAINS AN IT PLATFORM THAT FEATURES THE MOST ADVANCED MATHEMATICAL SOFTWARE AND THAT GRANTS ACCESS TO AND SUPPORTS VIRTUAL COLLABORATIVE RESEARCH AMONGST MATHEMATICIANS AT THE INSTITUTE. SLMATH DEVELOPS AND MAINTAINS A VMATH WEBSITE THAT STREAMS VIDEOS OF PAST PROGRAM LECTURES FOR MATHEMATICIANS AND THE GENERAL PUBLIC. IN ADDITION, SLMATH PRODUCES AND DISTRIBUTES DIGITAL VERSIONS OF ITS MOST POPULAR SCIENTIFIC AND PUBLIC EVENTS. 760371 74317 MATH AND SOCIETY PROGRAMS: SLMATH SPONSORS A LARGE NUMBER OF PROGRAMS AND ACTIVITIES WHOSE GOAL IS TO ENHANCE K-12 MATHEMATICS EDUCATION AND THE PUBLIC UNDERSTANDING OF AND APPRECIATION FOR MATHEMATICS. THESE INCLUDE SUPPORTING MATHEMATICS-RELATED EVENTS FOR CHILDREN (THE BAY AREA MATHEMATICS OLYMPIAD); THE MATHICAL BOOK PRIZE IS AN ANNUAL AWARD FOR FICTION AND NONFICTION BOOKS THAT INSPIRE CHILDREN OF ALL AGES TO SEE MATH IN THE WORLD AROUND THEM. CRITICAL ISSUES IN MATHEMATICS EDUCATION (A FORUM FOR EXCHANGE OF IDEAS BETWEEN MATHEMATICS RESEARCHERS AND EDUCATORS). IN ADDITION, EACH YEAR, A SERIES OF FILMS, PUBLIC LECTURES, AND OTHER EVENTS ARE HOSTED AT SLMATH AND THROUGHOUT THE COUNTRY FOR THE PUBLIC. THESE EVENTS HELP THE INTERESTED LAY PERSON TO UNDERSTAND THE IMPORTANCE OF MATHEMATICS AND ITS APPLICATIONS IN OUR SOCIETY AND CULTURE AND TO APPRECIATE THE SIGNIFICANT RECENT ADVANCES IN THE DISCIPLINE. 11349760 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 131 0 1 29 1 0 1 UK 0 0 0 0 0 0 0 0 0 0 X 37 37 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 1 1 0 AL AK AR AZ CA CT FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X STEFANIE YURUS 5106429238 17 GAUSS WAY BERKELEY CA 947205070 TATIANA TORO DIRECTOR 40.00 X X 317962 0 77514 HELENE BARCELO DEPUTY DIRECTOR 40.00 X X 306008 0 57072 IAN AGOL TRUSTEE 1.00 X 0 0 0 DEBORAH LOEWENBERG BALL TRUSTEE 1.00 X 0 0 0 EDWARD D BAKER TRUSTEE 2.00 X 0 0 0 VINEER BHANSALI TRUSTEE 1.00 X 0 0 0 CAROL CHRIST TRUSTEE 3.00 X 0 0 0 STEPHEN DELLA PIETRA TRUSTEE 1.00 X 0 0 0 VINCENT DELLA PIETRA TRUSTEE 1.00 X 0 0 0 CHARLES FEFFERMAN TRUSTEE 1.00 X 0 0 0 SEAN FAHEY TRUSTEE 1.00 X 0 0 0 ROBERT FERNHOLZ TRUSTEE 1.00 X 0 0 0 DANIEL S FREED TRUSTEE 1.00 X 0 0 0 MARY P CHU TRUSTEE 1.00 X 0 0 0 DAVID DONOHO TRUSTEE 1.00 X 0 0 0 VINITA GUPTA TRUSTEE 1.00 X 0 0 0 MARGARET HOLEN TRUSTEE 1.00 X 0 0 0 RONALD N KAHN BOARD CHAIR 4.00 X X 0 0 0 RON IRVING TRUSTEE 1.00 X 0 0 0 MARK KLEIMAN TREASURER 4.00 X X 0 0 0 HENRY LAUFER TRUSTEE 1.00 X 0 0 0 KRISTIN LAUTER TRUSTEE 1.00 X 0 0 0 R PRESTON MCAFEE TRUSTEE 1.00 X 0 0 0 JACK MCCAULEY TRUSTEE 1.00 X 0 0 0 DUSA MCDUFF TRUSTEE 1.00 X 0 0 0 HELEN MEYER SECRETARY 2.00 X X 0 0 0 ANDREI OKOUNKOV TRUSTEE 1.00 X 0 0 0 MARSHA LAUFER TRUSTEE 1.00 X 0 0 0 MARILYN SIMONS TRUSTEE 1.00 X 0 0 0 RODOLFO TORRES TRUSTEE 1.00 X 0 0 0 SANDOR STRAUS TRUSTEE 1.00 X 0 0 0 TERENCE TAO VICE CHAIR 2.00 X X 0 0 0 BOBBY YAZDANI TRUSTEE 1.00 X 0 0 0 ANNIE AVERITT DIRECTOR FOR ADVANCEMENT & 40.00 X 231725 0 33701 STEFANIE YURUS CONTROLLER 40.00 X 176246 0 64507 DEMAUR OWENS IT MANAGER 40.00 X 147321 0 23988 ARTHUR BOSSE OPERATIONS MANAGER 40.00 X 143312 0 45326 CHRISTINE MARSHALL PROGRAM MANAGER 40.00 X 135062 0 36939 UTA LORENZEN ASSOCIATE DIRECTOR FOR ADV 40.00 X 111263 0 27912 LISA JACOBS EXEC. ASST TO DIRECTOR AND BOARD LIASON 40.00 X 103796 0 19163 ALEXANDER LAWHORN EXEC. ASST TO THE DEPUTY DIRECTOR 40.00 X 104259 0 22332 1776954 0 408454 10 0 1 1 HALE DATA CONSULTING 831 BAMBOO DRIVE BRENTWOOD CA 94513 IT CONSULTANT 350355 FORESAW LLC 1309 COFFEN AVENUE STE 1200 SHERIDAN WY 82801 WEBSITE CONSULTANT 295400 GEORGE CSICERY 3853 HOWE ST OAKLAND CA 94611 FILMMAKER 224611 3 6946771 9778151 11819 16724922 ACADEM.SVC FEES & OTHER 900099 484843 484843 484843 1558149 1558149 2049 2049 43807767 40091258 3716509 3716509 3716509 44 0 44 44 MISC. INCOME 900099 24533 4848 19685 24533 22511049 489735 0 5296392 5192536 5192536 126773 126773 1213224 670632 330735 211857 1961841 1084441 534815 342585 175645 126296 19956 29393 396730 135497 203912 57321 201031 135967 34856 30208 20655 150 9327 11178 90415 90415 351716 351716 1290316 1138961 77660 73695 123123 82755 14934 25434 349346 344806 4540 238893 208160 26762 3971 98961 66435 3575 28951 557317 498532 50387 8398 283503 244345 33564 5594 WORKSHOP EXPENSES 1135876 1111348 24528 GOVERNANCE COMMITTEES 159869 104623 55246 PUBLIC & FUNDRAISING EV 88668 46317 42351 MISC. EXPENSES 68857 29094 39303 460 45044 2092 32001 10951 14170339 11349760 1933692 886887 5778 4276 3302249 3599445 36268076 30559936 10843 24839 167776 152412 18870421 13784338 5563315 5086083 43965277 59077181 11552421 12590740 21957 21955 100857692 111116867 1098674 999551 7737 13230 1106411 1012781 X 6303936 5700624 93447345 104403462 99751281 110104086 100857692 111116867 8340710 2012095 0 X 0 1 X 1 1 1 X 7844027 44738820 20320178 20559544 16724922 110187491 7844027 44738820 20320178 20559544 16724922 110187491 48627240 61560251 500168 346915 709277 1624027 1560198 4740585 19685 19685 114947761 2216954 0.53550 0.49810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82456396 7678498 6769697 1500692 95403899 70064550 10427134 3107019 1142307 82456396 67057595 7331396 -3287400 1037041 70064550 28464802 36269461 2938032 614700 67057595 25964786 810562 2030994 341540 28464802 0.88810 0.11190 0 0 13416123 9583853 3832270 1269330 1118170 151160 4184968 3082315 1102653 5086083 ALTERNATIVE INVESTMENTS 12590740 F 12590740 PART V, LINE 4: ENDOWMENTS ARE HELD TO SUPPORT THE WORK OF RESEARCH PROFESSORS, POSTDOCTORAL SCHOLARS, AND PUBLIC UNDERSTANDING OF MATH PROGRAMS. 0 EUROPE 0 0 GRANT MAKING 84255 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANT MAKING 20809 EAST ASIA & THE PACIFIC 0 0 GRANT MAKING 21709 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 12590740 0 0 0 0 0 0 12717513 0 12717513 EUROPE TO FUND PRODUCTION OF VIDEOS ABOUT MATH FOR YOUTUBE NUMBERPHILE CHANNEL 67500 WIRE 0 0 1 STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS EUROPE 27 16755 CHECK, WIRE STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 20 20809 CHECK, WIRE STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS EAST ASIA AND THE PACIFIC 28 21709 CHECK, WIRE 1 0 1 0 0 0 1 STIPENDS, PER DIEM AND TRAVEL REIMBURSMENT 1320 5192536 PART I, LINE 2: SLMATH REQUIRES SUBMISSION OF TRAVEL RECEIPTS BEFORE REIMBURSING THE GRANTEES' EXPENSES. IN ADDITION, FOR NATIONAL SECURITY AGENCY GRANTS, VERIFICATION OF THE RECIPIENTS' UNITED STATES CITIZENSHIP IS OBTAINED. 1 X X X 0 0 0 0 0 0 0 1 0 TATIANA TORO DIRECTOR 267362 0 50000 0 600 0 15951 0 61563 0 395476 0 0 0 HELENE BARCELO DEPUTY DIRECTOR 292908 0 12500 0 600 0 30771 0 26301 0 363080 0 0 0 ANNIE AVERITT DIRECTOR FOR ADVANCEMENT & 211125 0 20000 0 600 0 23205 0 10496 0 265426 0 0 0 STEFANIE YURUS CONTROLLER 170646 0 5000 0 600 0 18193 0 46314 0 240753 0 0 0 ARTHUR BOSSE OPERATIONS MANAGER 137712 0 5000 0 600 0 14758 0 30568 0 188638 0 0 0 CHRISTINE MARSHALL PROGRAM MANAGER 124462 0 10000 0 600 0 13894 0 23045 0 172001 0 0 0 DEMAUR OWENS IT MANAGER 141721 0 5000 0 600 0 14708 0 9280 0 171309 0 0 0 PART I, LINE 6 DISCRETIONARY BONUSES WERE AWARDED BASED ON THEIR PERFORMANCES. THESE AMOUNTS WERE APPROVED BY THE COMPENSATION COMMITTEE AND DIRECTOR RESPECTIVELY. FORM 990, PART VII, SECTION A, LINE 5: IN CALENDAR YEAR 2023, A PART OF TATIANA TORO'S COMPENSATION WAS PAID BY AN UNRELATED ORGANIZATION, THE UNIVERSITY OF WASHINGTON. THE UNIVERSITY PAID $215,274 OF HER SALARY AND $50,779 OF HER BENEFITS. 75% OF THIS AMOUNT WAS REIMBURSED BY SLMATH TO THE UNIVERSITY OF WASHINGTON. FORM 990, PART VI, SECTION A, LINE 2 SOME OF THE DIRECTORS HAVE CAREERS AS INVESTORS AND FELLOW DIRECTORS HOLD INVESTMENTS IN FUNDS THEY MANAGE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO THE FINANCE COMMITTEE FOR REVIEW. COMMITTEE MEMBERS PROVIDE FEEDBACK AND CHANGES TO CONTENT IN THE FORM 990 DIRECTLY TO THE CONTROLLER. ALL CHANGES ARE REFLECTED IN THE FORM 990 BY THE CONTROLLER PRIOR TO FILING THE FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12 CONFLICT OF INTEREST STATEMENTS ARE PROVIDED TO THE BOARD OF TRUSTEES AT THE ANNUAL TRUSTEE MEETING. THE BOARD OF TRUSTEES SIGN AND RETURN THE COMPLETED FORMS FOR REVIEW. CONFLICTS OF INTERESTED THAT ARE IDENTIFIED ARE ADDRESSED AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15 THE OPERATIONS MANAGER PREPARES AND SUBMITS A COMPARATIVE SALARY ANALYSIS FOR EACH OFFICER LEVEL POSITION TO THE COMPENSATION COMMITTEE FOR REVIEW. BASED ON REVIEW, THE STEERING COMMITTEE SUBMITS A RECOMMENDATION FOR APPROVAL OF OFFICER COMPENSATION BY THE BOARD OF TRUSTEES. KEY EMPLOYEE COMPENSATION IS AUTHORIZED BY THE DIRECTOR AND APPROVED BY THE BOARD OF TRUSTEES IN THE ANNUAL BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. MATHEMATICAL SCIENCES UK 10 QUEEN STREET PLACE LONDON UK EC4R 1BE TO FURTHER FUNDAMENTAL KNOWLEDGE IN MATHEMATIC & MATHEMATICAL SCIENCE UK 501(C)(3) MATHEMATICAL SCIENCES RESEARCH INSTITITUTE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0