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Nonprofit · EIN 16-1512132

SIMPLE GIFTS FUND

Also known as PIERCE PHYLLIS WENDT TTEE

Tax-exempt · WILLIAMSVILLE, NY 14221

Financials

$86K$82K2024
Revenue Expenses · by fiscal year end
Financials of SIMPLE GIFTS FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$85,687$81,968$3,719$1,124,525$0$1,124,525
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$42,257
Net gain from sales of assets
$43,430

Expenses

Grants and similar amounts paid
$62,850
Disbursements for charitable purposes
$65,827
Excise tax on investment income
$967

Balance sheet and other

Total assets, start of year
$1,752,961
Total assets, end of year
$1,124,525
Total liabilities, end of year
$0
Net assets, end of year
$1,124,525
Fair market value of assets
$1,846,057
Qualifying distributions
$65,827
Net investment income
$85,687

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
PHYLLIS WENDT PIERCE
19 SAYBROOK PLACE, BUFFALO, NY 14209
TRUSTEE0$0

Address and contacts

Address (IRS master file)
8612 MAIN ST STE 4, WILLIAMSVILLE, NY 14221-7462
In care of
% HADLEY & CO
Signed the 990-PF
PHYLLIS WENDT PIERCE, TRUSTEE
Phone
(716) 432-4318
Return prepared by
SONGIN LUDERMAN MACIEJEWSKI 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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025No data
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
16-1512132
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
1997
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$1,124,525
Income (IRS master file)
$258,134

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025–––IRS
990-PFNovember 2023$119,671$105,016$1,589,422IRS
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about SIMPLE GIFTS FUND

What is the EIN of SIMPLE GIFTS FUND?
The employer identification number (EIN) of SIMPLE GIFTS FUND is 16-1512132.
Is SIMPLE GIFTS FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to SIMPLE GIFTS FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SIMPLE GIFTS FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of SIMPLE GIFTS FUND due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SIMPLE GIFTS FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of SIMPLE GIFTS FUND?
The 990-PF for the year ended November 30, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does SIMPLE GIFTS FUND have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $85,687, expenses of $81,968 and total assets of $1,124,525 at year end.

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