Nonprofit · EIN 04-3109508
FRANK R AND ELIZABETH SIMONI FOUNDATION INC
Also known as MACDONALD ROBERT B JR TTEE
Tax-exempt · NORWOOD, MA 02062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $818,674 | $677,257 | $141,417 | $9,264,589 | $0 | $9,264,589 |
| December 31, 2023 | 990-PF | $384,000 | $649,943 | -$265,943 | $9,123,172 | $0 | $9,123,172 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $274,109
- Net gain from sales of assets
- $544,565
Expenses
- Grants and similar amounts paid
- $536,284
- Compensation of officers, directors and key employees
- $121,251
- Disbursements for charitable purposes
- $536,284
- Excise tax on investment income
- $9,420
Balance sheet and other
- Total assets, start of year
- $9,123,172
- Total assets, end of year
- $9,264,589
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,264,589
- Fair market value of assets
- $12,433,009
- Qualifying distributions
- $536,284
- Net investment income
- $818,674
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert B MacDonald 26 Palmer Drive, Canton, MA 02021 | Director | 0.5 | $0 |
| Ann M MacDonald 26 Palmer Drive, Canton, MA 02021 | Clerk | 0.5 | $0 |
| Matthew MacDonald 1401 Providence Hwy 4, Norwood, MA 02062 | President | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert B MacDonald 26 Palmer Drive, Canton, MA 02021 | Director | 0.5 | $0 |
| Ann M MacDonald 26 Palmer Drive, Canton, MA 02021 | Clerk | 0.5 | $0 |
| Matthew MacDonald 1401 Providence Hwy 4, Norwood, MA 02062 | President | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1401 PROVIDENCE HWY 4, NORWOOD, MA 02062-5060
- In care of
- % MATTHEW MACDONALD
- Signed the 990-PF
- Matthew MacDonald, President
- Phone
- (781) 762-3449
- Website
- www.simonifoundation.org
- Return prepared by
- James F Kearney & Co CPAS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3109508
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,264,589
- Income (IRS master file)
- $860,906
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $818,674 | $677,257 | $9,264,589 | XML |
| 990-PF | December 2023 | $384,000 | $649,943 | $9,123,172 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3109508).
Questions about FRANK R AND ELIZABETH SIMONI FOUNDATION INC
- What is the EIN of FRANK R AND ELIZABETH SIMONI FOUNDATION INC?
- The employer identification number (EIN) of FRANK R AND ELIZABETH SIMONI FOUNDATION INC is 04-3109508.
- Is FRANK R AND ELIZABETH SIMONI FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to FRANK R AND ELIZABETH SIMONI FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRANK R AND ELIZABETH SIMONI FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRANK R AND ELIZABETH SIMONI FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRANK R AND ELIZABETH SIMONI FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of FRANK R AND ELIZABETH SIMONI FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does FRANK R AND ELIZABETH SIMONI FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $818,674, expenses of $677,257 and total assets of $9,264,589 at year end.
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