• Occurred

  Jun 30, 2022
  Foundation assets changed

  Nick Simons Foundation: total assets at fair value $186.2M to $230.9M (+24%) on the 2022-06-30 return

  Form 990-PFobserved 7 days ago
  $44.7M
• Occurred

  Jun 30, 2022
  Foundation officer joined

  ELIZABETH SIMONS (TRUSTEE) appears on Nick Simons Foundation's 2022-06-30 return

  Form 990-PFobserved 7 days ago
• Occurred

  Jun 30, 2022
  Foundation officer joined

  NATHANIEL SIMONS (TRUSTEE) appears on Nick Simons Foundation's 2022-06-30 return

  Form 990-PFobserved 7 days ago
• Occurred

  Jun 30, 2022
  Foundation officer left

  LIZ SIMONS (TRUSTEE) is no longer on Nick Simons Foundation's 2022-06-30 return

  Form 990-PFobserved 7 days ago
• Occurred

  Jun 30, 2022
  Foundation officer left

  NAT SIMONS (TRUSTEE) is no longer on Nick Simons Foundation's 2022-06-30 return

  Form 990-PFobserved 7 days ago

Also named here, with no published line of their own (reach them through the firm): James Simons (CO-PRESIDENT & TREASURER (THRU 5/2024)), Marilyn Simons (CO-PRESIDENT & SECRETARY), Caitlin Heising (TRUSTEE), Mark Heising (TRUSTEE), Audrey Cappell (TRUSTEE), Laura Baxter-Simons (TRUSTEE), Elizabeth Simons (TRUSTEE), Nathaniel Simons (TRUSTEE), Jacob Cappell (TRUSTEE).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Graph

Family Offices

Canonical id

dfx:fo:ce4bac49-0ebb-4c6b-ac9d-7e8380feb928

First observed

n/a

Last observed

n/a : not yet measured

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.