Nonprofit · EIN 13-3799555
THE CYNTHIA L AND WILLIAM E SIMON J R FOUNDATION
Tax-exempt · MORRISTOWN, NJ 07960
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $831,316 | $278,595 | $552,721 | $1,823,061 | $0 | $1,823,061 |
| December 31, 2024 | 990-PF | $707,297 | $209,004 | $498,293 | $1,270,340 | $0 | $1,270,340 |
| December 31, 2023 | 990-PF | $685,779 | $229,964 | $455,815 | $772,047 | $0 | $772,047 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $528,014
- Dividends
- $82
- Interest
- $313
- Net gain from sales of assets
- $302,907
Expenses
- Grants and similar amounts paid
- $261,850
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $261,850
- Excise tax on investment income
- $3,983
Balance sheet and other
- Total assets, start of year
- $1,270,340
- Total assets, end of year
- $1,823,061
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,823,061
- Fair market value of assets
- $1,783,367
- Qualifying distributions
- $261,850
- Net investment income
- $303,302
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM E SIMON JR 11100 SANTA MONICA BLVD STE 1910, LOS ANGELES, CA 90025 | TRUSTEE | 0 | $0 |
| CYNTHIA L SIMON 11100 SANTA MONICA BLVD STE 1910, LOS ANGELES, CA 90025 | PRESIDENT/TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM E SIMON JR 11100 SANTA MONICA BLVD STE 1910, LOS ANGELES, CA 90025 | TRUSTEE | 0 | $0 |
| CYNTHIA L SIMON 11100 SANTA MONICA BLVD STE 1910, LOS ANGELES, CA 90025 | PRESIDENT/TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM E SIMON JR 11100 SANTA MONICA BLVD STE 1910, LOS ANGELES, CA 90025 | TRUSTEE | 0 | $0 |
| CYNTHIA L SIMON 11100 SANTA MONICA BLVD STE 1910, LOS ANGELES, CA 90025 | PRESIDENT/TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 360 MOUNT KEMBLE AVE STE 5, MORRISTOWN, NJ 07960-6662
- Signed the 990-PF
- WILLIAM E SIMON JR, TRUSTEE
- Phone
- (973) 682-2688
- Return prepared by
- MEISEL TUTEUR & LEWIS PC
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 | 990-PF 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
- 13-3799555
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,823,061
- Income (IRS master file)
- $872,376
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $831,316 | $278,595 | $1,823,061 | IRS |
| 990-PF | December 2024 | $707,297 | $209,004 | $1,270,340 | XML |
| 990-PF | December 2023 | $685,779 | $229,964 | $772,047 | 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 13-3799555).
Questions about THE CYNTHIA L AND WILLIAM E SIMON J R FOUNDATION
- What is the EIN of THE CYNTHIA L AND WILLIAM E SIMON J R FOUNDATION?
- The employer identification number (EIN) of THE CYNTHIA L AND WILLIAM E SIMON J R FOUNDATION is 13-3799555.
- Is THE CYNTHIA L AND WILLIAM E SIMON J R FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Which annual return does THE CYNTHIA L AND WILLIAM E SIMON J R FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CYNTHIA L AND WILLIAM E SIMON J R FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CYNTHIA L AND WILLIAM E SIMON J R FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE CYNTHIA L AND WILLIAM E SIMON J R FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE CYNTHIA L AND WILLIAM E SIMON J R FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $831,316, expenses of $278,595 and total assets of $1,823,061 at year end.
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