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← SIMON FAMILY FOUNDATION

Form 990 for tax year 2023

Filed by SIMON FAMILY FOUNDATION.

Totals

Total revenue
$199,160
Total expenses
$341,187
Contributions and grants received
$0
Grants paid
$226,500
Program service revenue
$0
Investment income
$199,160
Other revenue
$0
Total assets, end of year
$7,435,299
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,435,299
Program services expenses (Part IX)
$226,500
Management and general expenses
$114,687
Fundraising expenses
$0
Program service expenses (Part III)
$226,500

Program services were 66.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $50,150 · excluded $50,150

  • 7a · Gross sales of assets other than inventory

    securities $149,010

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $149,010

  • 7d · Net gain or loss

    total $149,010 · excluded $149,010

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $226,500 · program services $226,500

  • 11a · Fees: management

    total $58,099 · management and general $58,099

  • 11c · Fees: accounting

    total $1,680 · management and general $1,680

  • 11f · Fees: investment management

    total $54,717 · management and general $54,717

  • 23 · Insurance

    total $53 · management and general $53

  • 24a · Other expenses: DIRECT FUND EXPENSES

    total $138 · management and general $138

Balance sheet

Part X, book values.

  • 12 · Investments: other securities

    beginning of year $6,650,036 · end of year $7,111,369

  • 15 · Other assets

    beginning of year $291,280 · end of year $323,930

  • 27 · Net assets without donor restrictions

    beginning of year $6,650,036 · end of year $7,111,369

  • 28 · Net assets with donor restrictions

    beginning of year $291,280 · end of year $323,930

Mission and programs · 2023

Mission

THE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE TIDEWATER JEWISH FOUNDATION.

  • THE SIMON FAMILY FOUNDATION'S GRANT-MAKING PROGRAMS ARE ESTABLISHED WITH THE GOAL OF PROVIDING FINANCIAL AND OTHER ASSISTANCE IN SUPPORT OF JEWISH AND NON-JEWISH CHARITABLE CAUSES IN THE FIELDS OF RELIGION, EDUCATION, SCIENCE, INTERGROUP RELATIONS, CIVIC, CULTURAL, HEALTH AND SOCIAL SERVICES. THIS HAS BEEN ACHIEVED BY PROVIDING ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS WITHIN AND WITHOUT THE UNITED STATES, WHILE PROVIDING IDENTIFIABLE BENEFITS FOR THE WELFARE OF THE PEOPLE AND GEOGRAPHIC AREAS OF TIDEWATER, VIRGINIA AND ISRAEL.

    Expenses $226,500 · Grants $226,500

As filed on the 2023 return.

Listed in Part VII

  • Jerrold Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Betty Ann Levin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kim Fink

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Amy Goldberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Naomi Sedek

    SECRETARY

    Total calculated
    $194,940
    From this org
    $0
    From related orgs
    $189,470
    Other
    $5,470
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $182,338 related
    Bonus
    $0
    Other
    $0 + $7,132 related
    Deferred
    $0 + $5,470 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $194,940 related

  • Ben Simon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Britt Simon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
4 March 2025
IRS schema version
2023v6.0
Source object
202500709349300830

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