Simon Family Foundation: Nonprofit Profile, Financials & Form 990 (EIN 86-2561630)

Revenue by fiscal year
FY2021	$245K
FY2024	$248K

Expenses by fiscal year
FY2021	$97K
FY2024	$115K

Net assets by fiscal year
FY2021	$148K
FY2024	$598K

Is it real?

Yes. Revoked May 2024, reinstated. IRS ruling Nov 2024, per the IRS master file. Latest filing on record: FY2024. IRS ruling in Nov 2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

98%

Program services 98% · $112K Management & general 2% · $2K Fundraising 0% · $67

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990.

Part VII, Section A · reportable compensation

Richard Simon

Trustee

$0Pt VII · Sec A

Rose Natacha Simon

Trustee

$0Pt VII · Sec A

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2Yes
Top official's pay set by an independent reviewPt VI · Ln 15aNo
Loans to or from officersSch L · Pt II1 listed

Programs and updates

Delivers emergency aid, supports parks, engages communities, and funds first responders in war zones.

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Provided by the organization

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1 program · $112K · in their own filed words · FY2024

01

The nonprofit's mission is to provide emergency relief and assistance to individuals and families living in war zones, helping to maintain local parks and foster community engagement, supporting first responders, and making grants to organizations that align with its mission, vision, and values and that support these charitable classes.

$112Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 5 grants · $5K · 2021–2021

WbtsFY2021$3,800

WckFY2021$250

Accenture Corp GivingnaacpFY2021$200

Brookville Park Foundation INCNY · FY2021$200

Jericho Fire DeptFY2021$100

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$248K

Ln 12

Gifts and grantsLn 1h$237K

Investment incomeLn 3$10K

Money outPt IX

$115K

Ln 25

Programscol B$112K

Managementcol C$2K

Fundraisingcol D$67

Owns and owesPt X

$598K

net assets · Ln 32

Cash and savingsLn 1–2$6K

Total assetsLn 16$598K

LiabilitiesLn 26$0

PeoplePt VI, VII

2

listed · VII A

PaidVII A0

Voting boardVI 1a2

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$237K

Investment incomeLn 3$10K

Gains on assetsLn 7$8K

Total revenueLn 12$248K

Assets in detailPt X, end of year

SavingsLn 2$6K

Cash and savings togetherLn 1–2$6K

InvestmentsLn 11–13$231K

Land, buildings, equipmentLn 10c$3K

Total assetsLn 16$598K

LiabilitiesLn 26$0

Net assetsLn 32$598K

OperationsPt I, VI

EmployeesI 50

VolunteersI 62

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$97K	$6K
InvestmentsLn 11–13	$53K	$231K
Land, buildings, equipmentLn 10c	$4K	$3K
Total assetsLn 16	$463K	$598K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$463K	$598K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Legal feesLn 11b	$7K	$7K
Other fees for servicesLn 11g	$105K	$105K
Office expensesLn 13	$400		$400
Information technologyLn 14	$675		$608	$67
Depreciation, depletion and amortizationLn 22	$1K		$1K
Total functional expensesLn 25	$115K	$112K	$2K	$67

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$248K	$115K	$133K	$598K	990 PDF
FY2023	Not on file
FY2022	Not on file
FY2021	$245K	$97K	$148K	$148K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (6 parts)

Part I · Summary $247,578 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $251,609$237,387

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $12,454$10,191

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $264,063$247,578

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $21,465$114,757

I-18 Total expensesPrior year $21,465$114,757

I-19 Revenue less expensesPrior year $242,598$132,821

Part VI · Governance 0 of 2 board members independent, 2 to look at

VI-1a Voting members of the governing body2

VI-1b Independent voting members0

VI-2 Family or business relationship among officers or directorsYes

VI-15a Process for setting top official's payNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $247,578 across 5 lines filed

VIII-1f All other contributions, gifts and grants$237,387

VIII-1h Total contributions, gifts and grants$237,387

VIII-3 Investment incomeExcluded from tax $2,586$2,586

VIII-7 Net gain or loss on sales of assetsExcluded from tax $7,605$7,605

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $10,191$247,578

Part IX · Statement of functional expenses $114,757 across 5 lines filed

IX-11b Legal feesPrograms $6,997$6,997

IX-11g Other fees for servicesPrograms $105,485$105,485

IX-13 Office expensesManagement $400$400

IX-14 Information technologyManagement $608 · Fundraising $67$675

IX-22 Depreciation, depletion and amortizationManagement $1,200$1,200

IX-25 Total functional expensesPrograms $112,482 · Management $2,208 · Fundraising $67$114,757

Part X · Balance sheet $597,646 assets, 7 lines filed

Asset lines not itemized here account for $358,025; see the IRS return.

X-2 Savings and temporary cash investmentsStart of year $96,598$6,104

X-10c Land, buildings and equipment, netStart of year $3,943$2,743

X-11 Publicly traded securitiesStart of year $52,637$230,774

X-16 Total assetsStart of year $463,178$597,646

X-26 Total liabilitiesStart of year $0$0

X-32 Total net assets or fund balancesStart of year $463,178$597,646

X-33 Total liabilities and net assetsStart of year $463,178$597,646

Part XI · Reconciliation of net assets $597,646 net assets at year end

XI-1 Total revenue$247,578

XI-2 Total expenses$114,757

XI-3 Revenue less expenses$132,821

XI-4 Net assets at start of year$463,178

XI-5 Net unrealized gains (losses) on investments$1,647

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$597,646

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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