Nonprofit · EIN 14-1859319
DAVID E SIMON & JACQUELINE S SIMON CHARITABLE FOUNDATION
Tax-exempt · INDIANAPOLIS, IN 46278
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,583,999 | $5,851,460 | -$3,267,461 | $50,308,885 | $0 | $50,308,885 |
| December 31, 2024 | 990-PF | $2,899,604 | $6,935,601 | -$4,035,997 | $53,389,039 | $0 | $53,389,039 |
| December 31, 2023 | 990-PF | $2,438,463 | $8,016,331 | -$5,577,868 | $56,967,217 | $0 | $56,967,217 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $2,513,604
- Net gain from sales of assets
- $70,395
Expenses
- Grants and similar amounts paid
- $5,689,673
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $5,691,769
- Excise tax on investment income
- $34,268
Balance sheet and other
- Total assets, start of year
- $53,389,039
- Total assets, end of year
- $50,308,885
- Total liabilities, end of year
- $0
- Net assets, end of year
- $50,308,885
- Fair market value of assets
- $50,308,885
- Qualifying distributions
- $5,691,769
- Net investment income
- $2,583,999
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 |
|---|---|---|---|
| DAVID E SIMON 9001 COLLINS AVENUE UNITS 411 412, SURFSIDE, FL 33154 | TRUSTEE | 1 | $0 |
| JACQUELINE S SIMON 9001 COLLINS AVENUE UNITS 411 412, SURFSIDE, FL 33154 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID E SIMON 9001 COLLINS AVENUE UNITS 411 412, SURFSIDE, FL 33154 | TRUSTEE | 1 | $0 |
| JACQUELINE S SIMON 9001 COLLINS AVENUE UNITS 411 412, SURFSIDE, FL 33154 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID E SIMON 9001 COLLINS AVENUE UNITS 411 412, SURFSIDE, FL 33154 | TRUSTEE | 1 | $0 |
| JACQUELINE S SIMON 9001 COLLINS AVENUE UNITS 411 412, SURFSIDE, FL 33154 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 78394, INDIANAPOLIS, IN 46278-0394
- In care of
- % DAVID E SIMON
- Signed the 990-PF
- JACQUELINE S SIMON, TRUSTEE
- Phone
- (317) 636-1600
- Return prepared by
- CLIFTONLARSONALLEN LLP
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
- 14-1859319
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $50,308,885
- Income (IRS master file)
- $28,295,671
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,583,999 | $5,851,460 | $50,308,885 | XML |
| 990-PF | December 2024 | $2,899,604 | $6,935,601 | $53,389,039 | IRS |
| 990-PF | December 2023 | $2,438,463 | $8,016,331 | $56,967,217 | 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 14-1859319).
Questions about DAVID E SIMON & JACQUELINE S SIMON CHARITABLE FOUNDATION
- What is the EIN of DAVID E SIMON & JACQUELINE S SIMON CHARITABLE FOUNDATION?
- The employer identification number (EIN) of DAVID E SIMON & JACQUELINE S SIMON CHARITABLE FOUNDATION is 14-1859319.
- Is DAVID E SIMON & JACQUELINE S SIMON CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to DAVID E SIMON & JACQUELINE S SIMON CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID E SIMON & JACQUELINE S SIMON CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID E SIMON & JACQUELINE S SIMON CHARITABLE 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 DAVID E SIMON & JACQUELINE S SIMON CHARITABLE 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 DAVID E SIMON & JACQUELINE S SIMON CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does DAVID E SIMON & JACQUELINE S SIMON CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,583,999, expenses of $5,851,460 and total assets of $50,308,885 at year end.
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