Nonprofit · EIN 13-3794889
SIMONS FOUNDATION INC
Tax-exempt · NEW YORK, NY 10010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $171,400,960 | $364,993,487 | -$193,592,527 | $4,482,291,699 | $767,558,130 | $3,714,733,569 |
| December 31, 2023 | 990-PF | $124,058,660 | $565,004,000 | -$440,945,340 | $4,587,102,476 | $921,131,934 | $3,665,970,542 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $6,099,656
- Net rental income
- -$5,872,387
- Net gain from sales of assets
- $53,566,107
- Other income
- $108,988,673
Expenses
- Grants and similar amounts paid
- $106,992,186
- Compensation of officers, directors and key employees
- $2,995,813
- Salaries, compensation and benefits (total)
- $76,626,507
- Disbursements for charitable purposes
- $481,607,180
- Excise tax on investment income
- $2,307,104
Balance sheet and other
- Total assets, start of year
- $4,587,102,476
- Total assets, end of year
- $4,482,291,699
- Total liabilities, end of year
- $767,558,130
- Net assets, end of year
- $3,714,733,569
- Fair market value of assets
- $4,482,291,699
- Qualifying distributions
- $505,551,912
- Net investment income
- $174,218,256
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID SPERGEL 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | PRESIDENT | 40 | $928,564 | $61,577 |
| KELSEY MARTIN 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | EXEC. VP, AUTISM AND Highest-paid employee | 40 | $877,076 | $66,329 |
| LESLIE GREENGARD 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | SCIENTIFIC DIR., CCM Highest-paid employee | 40 | $762,743 | $66,329 |
| JULIANNE DALCANTON 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | CENTER DIRECTOR, FLA Highest-paid employee | 40 | $748,003 | $81,042 |
| MARION CARLSON 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | EXECUTIVE VP, LIFE S Highest-paid employee | 40 | $646,003 | $66,329 |
| IAN FISK 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | DIR, SCIENTIFIC COMP Highest-paid employee | 40 | $640,268 | $81,042 |
| EUAN ROBERTSON 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | COO | 40 | $629,645 | $81,042 |
| MARLOW KEE 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | CFO/TREASURER | 40 | $510,428 | $66,329 |
| BRETT DAKIN 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | GEN. COUNSEL/SEC./CHIEF COMPL. OFF. | 40 | $455,750 | $66,329 |
| EMERY N BROWN 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE | 1 | $20,000 | $0 |
| PETER LITTLEWOOD 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE | 1 | $20,000 | $11,400 |
| CORNELIA BARGMANN 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE | 1 | $19,000 | $15,000 |
| DAVID EISENBUD 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE | 1 | $18,000 | $12,750 |
| SHIRLEY M TILGHMAN 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE/VICE CHAIR | 1 | $18,000 | $0 |
| WILLIAM H PRESS 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE | 1 | $17,000 | $15,000 |
6 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| INGRID DAUBECHIES 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE | 1 | $15,000 | $15,000 |
| MARILYN SIMONS 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | CO-CHAIR OF THE BOARD | 16 | $0 | $0 |
| JAMES SIMONS 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | CO-CHAIR (THRU 5/2024) | 16 | $0 | $0 |
| ANDREW GOLDEN 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE (AS OF 6/2024) | 1 | $0 | $0 |
| JILL PIPHER 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE (AS OF 10/2024) | 1 | $0 | $0 |
| BILL FORD 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE (AS OF 6/2024) | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID SPERGEL 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | PRESIDENT | 40 | $991,102 | $66,347 |
| KELSEY MARTIN 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | EXEC. VP, AUTISM AND Highest-paid employee | 40 | $862,086 | $61,809 |
| JULIANNE DALCANTON 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | SCIENTIFIC DIR., FLA Highest-paid employee | 40 | $733,382 | $75,148 |
| MARIAN CARLSON 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | EXECUTIVE VP, LIFE S Highest-paid employee | 40 | $646,003 | $61,809 |
| EUAN ROBERTSON 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | COO | 40 | $615,795 | $75,148 |
| IAN FISK 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | CO-DIR, SCIENTIFIC C Highest-paid employee | 40 | $547,766 | $75,148 |
| EERO SIMONCELLI 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | SCIENTIFIC DIR., FLA Highest-paid employee | 26 | $532,090 | $75,148 |
| MARLOW KEE 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | SECRETARY (THRU 10/2023)/CFO | 40 | $495,155 | $61,809 |
| BRETT DAKIN 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | SEC. (AS OF 10/2023)/GEN. COUNSEL | 40 | $222,411 | $36,530 |
| PETER LITTLEWOOD 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE | 1 | $15,000 | $8,700 |
| EMERY N BROWN 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE | 1 | $14,000 | $9,000 |
| DAVID EISENBUD 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE | 1 | $12,000 | $14,998 |
| WILLIAM H PRESS 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE | 1 | $10,000 | $4,800 |
| SHIRLEY M TILGHMAN 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE | 1 | $7,000 | $0 |
| INGRID DAUBECHIES 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE | 1 | $7,000 | $15,000 |
| CORNELIA BARGMANN 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | TRUSTEE (AS OF 2/2023) | 1 | $5,000 | $0 |
| MARILYN SIMONS 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | CO-CHAIR OF THE BOARD | 16 | $0 | $0 |
| JAMES SIMONS 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010 | CO-CHAIR OF THE BOARD | 16 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 160 FIFTH AVENUE 7TH FLOOR, NEW YORK, NY 10010-7037
- In care of
- % MARLOW KEE
- Signed the 990-PF
- MARLOW KEE, CFO
- Phone
- (646) 654-0066
- Website
- WWW.SIMONSFOUNDATION.ORG
- Return prepared by
- GRANT THORNTON ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3794889
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,482,291,699
- Income (IRS master file)
- $167,556,375
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $171,400,960 | $364,993,487 | $4,482,291,699 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $124,058,660 | $565,004,000 | $4,587,102,476 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3794889).
Questions about SIMONS FOUNDATION INC
- What is the EIN of SIMONS FOUNDATION INC?
- The employer identification number (EIN) of SIMONS FOUNDATION INC is 13-3794889.
- Is SIMONS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to SIMONS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIMONS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIMONS FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIMONS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SIMONS FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 21 people; 16 received compensation from the organization, the highest $928,564 (DAVID SPERGEL, PRESIDENT).
- How much revenue does SIMONS FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $171,400,960, expenses of $364,993,487 and total assets of $4,482,291,699 at year end.
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