2026-05-12T17:49:12-05:00 2025-07-31 814234542 BPM LLP 10 ALMADEN BOULEVARD SUITE 1000 SAN JOSE CA 951132238 990 2024-08-01 942650833 SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE SIMO 5106420143 17 GAUSS WAY BERKELEY CA 94720 TATIANA TORO DIRECTOR 5106420143 2026-05-11 1 1 TAMARA L MCINERNEY P00011797 4089616300 2026-05-11 2024 2025-03-06 01:10:19Z MATHEMATICAL SCIENCES RESEARCH INSTITUTE TATIANA TORO 17 GAUSS WAY BERKELEY CA 94720 43355767 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 EXCELLENCE, COMMUNITY AND ENGAGEMENT, AND INSPIRE AN APPRECIATION OF THE POWER, BEAUTY, AND JOY OF MATHEMATICS. 31 29 29 64 0 0 16724922 15664729 484843 535125 5274658 2928889 26626 4147 22511049 19132890 5319309 4868472 0 0 3948471 3824823 0 0 794909 4902559 4672066 14170339 13365361 8340710 5767529 111116867 121544753 1012781 629906 110104086 120914847 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 EXCELLENCE, COMMUNITY AND ENGAGEMENT, AND INSPIRE AN APPRECIATION OF THE POWER, BEAUTY, AND JOY OF MATHEMATICS. 0 0 8725325 4868472 537302 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. 1342263 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. 643797 MATH AND SOCIETY PROGRAMS: SLMATH SPONSORS A NUMBER OF PROGRAMS AND ACTIVITIES WITH THE GOALS TO ENHANCE BOTH K-12 MATHEMATICS EDUCATION AND THE PUBLIC UNDERSTANDING OF AND APPRECIATION FOR MATHEMATICS.THESE PROGRAMS INCLUDE SUPPORTING THE BAY AREA MATHEMATICS OLYMPIAD (BAMO, A MATHEMATICS-RELATED EVENT FOR STUDENTS IN GRADE 12 OR UNDER), THE MATHICAL BOOK PRIZE (AN ANNUAL AWARD FOR FICTION AND NONFICTION BOOKS THAT INSPIRE CHILDREN PRE-K - 12 TO SEE MATH IN THE WORLD AROUND THEM), TWO BOOK DISTRIBUTION PROGRAMS (WHICH PROVIDE MATHICAL PRIZE-WINNING BOOKS TO TITLE I SCHOOLS NATIONALLY AND IN CALIFORNIA'S ALAMEDA COUNTY), AND THE CRITICAL ISSUES IN MATHEMATICS WORKSHOP (CIME, A FORUM FOR THE EXCHANGE OF IDEAS BETWEEN MATHEMATICS RESEARCHERS AND EDUCATORS).IN ADDITION, A SERIES OF FILMS, PUBLIC LECTURES, AND OTHER EVENTS ARE HOSTED AT SLMATH AND THROUGHOUT THE COUNTRY FOR THE PUBLIC. THESE EVENTS AID IN UNDERSTANDING THE IMPORTANCE OF MATHEMATICS AND ITS APPLICATIONS IN OUR SOCIETY AND CULTURE. THESE EVENTS ALSO PROVIDE ACCESS TO SIGNIFICANT RECENT ADVANCES IN THE MATHEMATICAL SCIENCES. 10711385 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 144 0 1 29 1 0 1 UK 0 0 0 0 0 0 0 0 0 0 X 31 29 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 331194 0 77309 HELENE BARCELO DEPUTY DIRECTOR 40.00 X X 244389 0 49081 IAN AGOL TRUSTEE 1.00 X 0 0 0 EDWARD D BAKER TRUSTEE 2.00 X 0 0 0 DEBORAH LOEWENBERG BALL TRUSTEE 1.00 X 0 0 0 VINEER BHANSALI TRUSTEE 1.00 X 0 0 0 CAROL CHRIST BOARD CHAIR FROM 4/1/25 4.00 X X 0 0 0 MAY P CHU TRUSTEE 1.00 X 0 0 0 INGRID DAUBECHIES TRUSTEE FROM 3/1/25 1.00 X 0 0 0 STEPHEN DELLA PIETRA TRUSTEE 1.00 X 0 0 0 VINCENT DELLA PIETRA TRUSTEE 1.00 X 0 0 0 DAVID DONOHO 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 SYLVESTER GATES TRUSTEE FROM 3/1/25 1.00 X 0 0 0 VINITA GUPTA TRUSTEE 1.00 X 0 0 0 MARGARET HOLEN TRUSTEE 1.00 X 0 0 0 RON IRVING TRUSTEE 1.00 X 0 0 0 RONALD N KAHN BOARD CHAIR TO 3/31/25 4.00 X X 0 0 0 MARK KLEIMAN TREASURER 4.00 X X 0 0 0 HENRY LAUFER TRUSTEE 1.00 X 0 0 0 MARSHA 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 TO 2/28/25 1.00 X 0 0 0 HELEN MEYER SECRETARY 2.00 X X 0 0 0 ANDREI OKOUNKOV TRUSTEE TO 2/28/25 1.00 X 0 0 0 MARILYN SIMONS TRUSTEE 1.00 X 0 0 0 SANDOR STRAUS TRUSTEE TO 2/28/25 1.00 X 0 0 0 TERENCE TAO VICE CHAIRMAN 2.00 X X 0 0 0 RODOLFO TORRES TRUSTEE 1.00 X 0 0 0 BOBBY YAZDANI TRUSTEE 1.00 X 0 0 0 ANNIE AVERITT DIRECTOR FOR ADVANCEMENT & 40.00 X 232388 0 34771 STEFANIE YURUS CONTROLLER 40.00 X 178750 0 62422 DEMAUR OWENS IT MANAGER 40.00 X 148207 0 28166 ARTHUR BOSSE OPERATIONS MANAGER 40.00 X 140223 0 48222 CHRISTINE MARSHALL PROGRAM MANAGER 40.00 X 132338 0 40006 UTA LORENZEN ASSOCIATE DIRECTOR FOR ADV 40.00 X 121754 0 30680 ALAINA DRAKE-MOORE GRANTS AND DATA MANAGER 40.00 X 139604 0 38782 1668847 0 409439 29 0 1 1 HALE DATA CONSULTING 831 BAMBOO DRIVE BRENTWOOD CA 94513 IT CONSULTANT 299189 GEORGE CSICERY 3853 HOWE ST OAKLAND CA 94611 FILMMAKER 283615 FORESAW LLC 1309 COFFEN AVENUE STE 1200 SHERIDAN WY 82801 WEBSITE CONSULTANT 252000 3 6167157 9497572 485464 15664729 ACADEM.SVC FEES & OTHER 900099 535125 535125 535125 2029377 2029377 1970 1970 25122389 24222877 899512 899512 899512 2177 0 2177 2177 19132890 537302 0 2930859 4720599 4720599 147873 147873 1113563 678949 279870 154744 1918935 1169991 482281 266663 191227 112717 56988 21522 396302 233730 117798 44774 204796 121861 58394 24541 24345 210 24134 1 94291 85196 9095 328718 328718 1161051 887239 136994 136818 88349 57433 9034 21882 283903 283771 132 310828 272723 32661 5444 58074 29936 2783 25355 418082 378882 33600 5600 419324 361053 49947 8324 WORKSHOP EXPENSES 1070082 1059958 10124 GOVERNANCE COMMITTEES 137143 86250 50893 EVENTS 130956 91022 39934 ADMINISTRATIVE SUPPORT 86475 5760 50128 30587 60445 11428 49524 -507 13365361 10711385 1859067 794909 4276 2744 3599445 5546393 30559936 23498331 24839 15862 152412 41632 18970973 14202419 5086083 4768554 59077181 68400648 12590740 19248038 21955 22551 111116867 121544753 999551 622487 13230 7419 1012781 629906 X 5700624 8259906 104403462 112654941 110104086 120914847 111116867 121544753 5767529 5043232 0 X 0 1 X 1 1 1 X 44738820 20320178 20559544 16724922 15664729 118008193 44738820 20320178 20559544 16724922 15664729 118008193 47316719 70691474 346915 709277 1624027 1560198 2031347 6271764 19685 19685 124299642 2228926 0.56870 0.53550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95403899 3649378 7555426 2849889 103758814 82456396 7678498 6769697 1500692 95403899 70064550 10427134 3107019 1142307 82456396 67057595 7331396 -3287400 1037041 70064550 28464802 36269461 2938032 614700 67057595 0.85140 0.14860 0 0 13416122 9843686 3572436 1263571 1177709 85862 4291280 3181024 1110256 4768554 ALTERNATIVE INVESTMENTS 19248038 F 19248038 X PART V, LINE 4: ENDOWMENTS ARE HELD TO SUPPORT THE WORK OF RESEARCH PROFESSORS, POSTDOCTORAL SCHOLARS, AND PUBLIC UNDERSTANDING OF MATH PROGRAMS. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT SLMATH IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). THE FRANCHISE TAX BOARD HAS DETERMINED THAT THE INSTITUTE IS EXEMPT FROM STATE INCOME TAXES UNDER THE CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). AS A RESULT, SLMATH IS EXEMPT FROM PAYING INCOME TAXES, AND THUS NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. HOWEVER, INCOME FROM ACTIVITIES NOT RELATED TO THE INSTITUTE'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. 1 EUROPE 0 0 GRANT MAKING 69013 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANT MAKING 67102 EAST ASIA & THE PACIFIC 0 0 GRANT MAKING 11758 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 19248038 0 0 0 0 0 0 19395911 0 19395911 EUROPE TO FUND PRODUCTION OF VIDEOS ABOUT MATH FOR YOUTUBE NUMBERPHILE CHANNEL 7500 WIRE 0 0 1 STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS EUROPE 77 61513 CHECK, WIRE STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS NORTH AMERICA 46 67102 CHECK, WIRE STIPENDS FOR RESEARCHERS, PER DIEM AND TRAVEL EXPENSE REIMBURSEMENTS EAST ASIA AND THE PACIFIC 17 11758 CHECK, WIRE 1 0 1 0 0 0 PART I, LINE 2: GRANTS ARE FOR GRADUATE STUDENTS NOMINATED BY THEIR DEPARTMENT CHAIRS TO ATTEND SLMATH SPONSORED SUMMER GRADUATE SCHOOL WHERE SLMATH PARTNERS WITH FOREIGN ENTITIES. ALL STUDENTS ARE SELECTED BY SLMATH. 1 STIPENDS, PER DIEM AND TRAVEL REIMBURSMENT 1299 4720599 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 283094 0 47500 0 600 0 16277 0 61032 0 408503 0 0 0 HELENE BARCELO DEPUTY DIRECTOR 244089 0 0 0 300 0 24677 0 24404 0 293470 0 0 0 ANNIE AVERITT DIRECTOR FOR ADVANCEMENT & 211788 0 20000 0 600 0 23476 0 11295 0 267159 0 0 0 STEFANIE YURUS CONTROLLER 178150 0 0 0 600 0 18441 0 43981 0 241172 0 0 0 ARTHUR BOSSE OPERATIONS MANAGER 139623 0 0 0 600 0 14480 0 33742 0 188445 0 0 0 ALAINA DRAKE-MOORE GRANTS AND DATA MANAGER 139004 0 0 0 600 0 14053 0 24729 0 178386 0 0 0 DEMAUR OWENS IT MANAGER 147607 0 0 0 600 0 14809 0 13357 0 176373 0 0 0 CHRISTINE MARSHALL PROGRAM MANAGER 131738 0 0 0 600 0 13647 0 26359 0 172344 0 0 0 UTA LORENZEN ASSOCIATE DIRECTOR FOR ADV 121154 0 0 0 600 0 12200 0 18480 0 152434 0 0 0 PART I, LINE 6 BONUSES WERE AWARDED ON A DISCRETIONARY BASIS BASED ON THEIR PERFORMANCES. THESE AMOUNTS WERE APPROVED BY THE COMPENSATION COMMITTEE AND BOARD OF DIRECTORS RESPECTIVELY. FORM 990, PART VII, SECTION A, LINE 5: IN CALENDAR YEAR 2024, A PART OF TATIANA TORO'S COMPENSATION WAS PAID BY AN UNRELATED ORGANIZATION, THE UNIVERSITY OF WASHINGTON. IN TOTAL, THE UNIVERSITY OF WASHINGTON PAID HER $229,399 IN REPORTABLE COMPENSATION AND $52,000 IN BENEFITS. 75% OF THIS AMOUNT WAS REIMBURSED BY SLMATH TO THE UNIVERSITY OF WASHINGTON. THE AMOUNTS WERE APPROVED BY THE COMPENSATION COMMITTEE IN CALENDAR YEAR 2024. X 18073 FMV X 2 798714 FMV 0 0 0 PART I, COLUMN (B): NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, LINE 9: $313,250 OF THE STOCK GIFT WAS MADE IN FISCAL YEAR 2025 TO SATISFY A PLEDGE FROM FISCAL YEAR 2023. 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 A, LINE 2 STEPHEN DELLA PIETRA AND VINCENT DELLA PIETRA HAVE A FAMILY RELATIONSHIP. HENRY LAUFER AND MARSHA LAUFER HAVE A FAMILY RELATIONSHIP. 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) SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0