Nonprofit · EIN 46-1620469
KURT & KATHERINE SIMON FOUNDATION FOR THE BENEFIT OF DUKE UNIVERSITY
Tax-exempt · NEW YORK, NY 10128
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $37,397 | $8,535 | $28,862 | $605,439 | $0 | $605,439 |
| December 31, 2023 | 990-PF | $115,109 | $5,438 | $109,671 | $520,154 | $0 | $520,154 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $8,402
- Interest
- $137
- Net gain from sales of assets
- $28,858
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,250
- Excise tax on investment income
- $443
Balance sheet and other
- Total assets, start of year
- $520,154
- Total assets, end of year
- $605,439
- Total liabilities, end of year
- $0
- Net assets, end of year
- $605,439
- Fair market value of assets
- $679,927
- Qualifying distributions
- $2,250
- Net investment income
- $37,397
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 |
|---|---|---|---|
| MARK C MONACO 126 EAST 56TH ST, NEW YORK, NY 10022 | PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK C MONACO 126 EAST 56TH ST, NEW YORK, NY 10022 | PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 548 E 87TH ST, NEW YORK, NY 10128-7602
- In care of
- % MARK MONACO
- Signed the 990-PF
- MARK C MONACO, PRESIDENT
- Phone
- (646) 855-5574
- Return prepared by
- ANDERSEN TAX 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
- 46-1620469
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $605,439
- Income (IRS master file)
- $8,539
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $37,397 | $8,535 | $605,439 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $115,109 | $5,438 | $520,154 | 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 46-1620469).
Questions about KURT & KATHERINE SIMON FOUNDATION FOR THE BENEFIT OF DUKE UNIVERSITY
- What is the EIN of KURT & KATHERINE SIMON FOUNDATION FOR THE BENEFIT OF DUKE UNIVERSITY?
- The employer identification number (EIN) of KURT & KATHERINE SIMON FOUNDATION FOR THE BENEFIT OF DUKE UNIVERSITY is 46-1620469.
- Is KURT & KATHERINE SIMON FOUNDATION FOR THE BENEFIT OF DUKE UNIVERSITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to KURT & KATHERINE SIMON FOUNDATION FOR THE BENEFIT OF DUKE UNIVERSITY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KURT & KATHERINE SIMON FOUNDATION FOR THE BENEFIT OF DUKE UNIVERSITY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KURT & KATHERINE SIMON FOUNDATION FOR THE BENEFIT OF DUKE UNIVERSITY 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 KURT & KATHERINE SIMON FOUNDATION FOR THE BENEFIT OF DUKE UNIVERSITY 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 KURT & KATHERINE SIMON FOUNDATION FOR THE BENEFIT OF DUKE UNIVERSITY?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does KURT & KATHERINE SIMON FOUNDATION FOR THE BENEFIT OF DUKE UNIVERSITY have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $37,397, expenses of $8,535 and total assets of $605,439 at year end.
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