NEW YORK, NY
Simons Foundation Inc.
Quick Facts
- EIN
- 133794889
- Location
- NEW YORK, NY
- Category
- Philanthropy & Grantmaking
- Total Assets
- $4.5B
- Annual Income
- $167.6M
- IRS Ruling Year
- 1995
About This Foundation
Simons Foundation Inc. is a private foundation based in NEW YORK, NY. The foundation received its IRS ruling in 1995. It holds total assets of $4.5B. Annual income is reported at $167.6M. The foundation operates in the area of philanthropy & grantmaking.
View 990 FilingsFinancial Overview
Total Giving
$565M
2023+8%
Total Assets
$4.6B
2023-7%
Fair Market Value
$4.6B
2023
Net Worth
$3.7B
2023
Grants Paid
$317.1M
2023
Contributions
$0
2023
Net Investment Income
$119.2M
2023
Distribution Amount
$211.3M
2023
Total Giving by Year
$255.8M
12$165.8M
13$315.7M
14$436.5M
15$489M
19$538.9M
20$412.7M
21$523.1M
22$565M
23Asset Growth
$2.1B
12$2.2B
13$2.4B
14$2.6B
15$4B
19$4.5B
20$5.3B
21$4.9B
22$4.6B
23Investment Portfolio (2023)
Total: $0
Other Investments: $3.9B
Cash: $7.8M
Other Investments (100%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$317.1M
Depreciation$31.5M
Pension & Benefits$26.7M
Occupancy$24.8M
Travel & Conferences$22.5M
Printing & Publications$2.8M
Officer Compensation$2.7M
Legal Fees$762K
Accounting Fees$313K
Interest$26K
Revenue Sources (2023)
- Other Income
- $75M
- Interest
- $37M
- Capital Gains (Net)
- $8.7M
- Gross Rents
- $3.3M
Financial Details (2023)
- Total Revenue
- $124.1M
- Total Expenses
- $565M
- Exempt Purpose Expenses
- $497.9M
- Required Distribution
- $211.3M
- Undistributed Income
- $0
- Grants Approved (Future)
- $288.5M
- Total Liabilities
- $921.1M
- Excise Tax
- $1.7M
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
| 2015-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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