Nonprofit · EIN 20-3411622
YVONNE H SIMARD FOUNDATION
Tax-exempt · SUGAR LAND, TX 77478
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,109,406 | $568,042 | $541,364 | $7,567,686 | $0 | $7,567,686 |
| December 31, 2024 | 990-PF | $835,818 | $546,698 | $289,120 | $7,026,322 | $0 | $7,026,322 |
| December 31, 2023 | 990-PF | $476,976 | $456,826 | $20,150 | $6,737,202 | $0 | $6,737,202 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $75,664
- Interest
- $1,083
- Net gain from sales of assets
- $1,032,659
Expenses
- Grants and similar amounts paid
- $501,000
- Compensation of officers, directors and key employees
- $42,500
- Disbursements for charitable purposes
- $501,000
- Excise tax on investment income
- $14,489
Balance sheet and other
- Total assets, start of year
- $7,026,322
- Total assets, end of year
- $7,567,686
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,567,686
- Fair market value of assets
- $11,533,784
- Qualifying distributions
- $501,000
- Net investment income
- $1,109,406
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 |
|---|---|---|---|
| JAY A KOSAREK 4922 WINDING RIVER DR, SUGAR LAND, TX 77478 | PRESIDENT | 10 | $20,000 |
| REBECCA F KOSAREK 4922 WINDING RIVER DR, SUGAR LAND, TX 77478 | SECRETARY/TREASURER | 10 | $20,000 |
| JAY A KOSAREK 4922 WINDING RIVER DR, SUGAR LAND, TX 77478 | DIRECTOR | 1 | $500 |
| REBECCA F KOSAREK 4922 WINDING RIVER DR, SUGAR LAND, TX 77478 | DIRECTOR | 1 | $500 |
| LISA D REGAS 5403 PECAN FIELD DR, MISSOURI CITY, TX 77459 | BOARD MEMBER | 1 | $500 |
| KAREN M HATTON 1630 PECAN CROSSING DR, RICHMOND, TX 77406 | BOARD MEMBER | 1 | $500 |
| JASON W KOSAREK 22426 S REBECCA BURWELL LN, KATY, TX 77449 | BOARD MEMBER | 1 | $500 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA F KOSAREK 4922 WINDING RIVER DRIVE, SUGAR LAND, TX 774784486 | SECRETARY/TREASURER | 7 | $20,000 |
| JAY A KOSAREK 4922 WINDING RIVER DRIVE, SUGAR LAND, TX 774784486 | PRESIDENT | 5 | $15,000 |
| WILLIE J KOSAREK 4922 WINDING RIVER DRIVE, SUGAR LAND, TX 774784486 | VICE PRESIDENT | 3 | $10,000 |
| JAY A KOSAREK 4922 WINDING RIVER DRIVE, SUGAR LAND, TX 774784486 | DIRECTOR | 1 | $400 |
| WILLIE J KOSAREK 4922 WINDING RIVER DRIVE, SUGAR LAND, TX 774784486 | DIRECTOR | 1 | $400 |
| REBECCA F KOSAREK 4922 WINDING RIVER DRIVE, SUGAR LAND, TX 774784486 | DIRECTOR | 1 | $400 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIE J KOSAREK 6153 LEMANS DRIVE, CORPUS CHRISTI, TX 78414 | PRESIDENT | 12 | $20,000 |
| JAY A KOSAREK 4922 WINDING RIVER DRIVE, SUGAR LAND, TX 774784486 | VICE PRESIDENT | 4 | $10,000 |
| REBECCA F KOSAREK 4922 WINDING RIVER DRIVE, SUGAR LAND, TX 774784486 | SECRETARY | 4 | $10,000 |
| JAY A KOSAREK 4922 WINDING RIVER DRIVE, SUGAR LAND, TX 774784486 | DIRECTOR | 1 | $400 |
| WILLIE J KOSAREK 6153 LEMANS DRIVE, CORPUS CHRISTI, TX 78414 | DIRECTOR | 1 | $400 |
| REBECCA F KOSAREK 4922 WINDING RIVER DRIVE, SUGAR LAND, TX 774784486 | DIRECTOR | 1 | $400 |
Address and contacts
- Address (IRS master file)
- 4922 WINDING RIVER DR, SUGAR LAND, TX 77478-4486
- In care of
- % REBECCA KOSAREK
- Signed the 990-PF
- REBECCA KOSAREK, OFFICER
- Phone
- (281) 384-0475
- Return prepared by
- KENWOOD & ASSOCIATES P C
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
- 20-3411622
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,567,686
- Income (IRS master file)
- $1,447,177
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,109,406 | $568,042 | $7,567,686 | IRS |
| 990-PF | December 2024 | $835,818 | $546,698 | $7,026,322 | XML |
| 990-PF | December 2023 | $476,976 | $456,826 | $6,737,202 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 20-3411622).
Questions about YVONNE H SIMARD FOUNDATION
- What is the EIN of YVONNE H SIMARD FOUNDATION?
- The employer identification number (EIN) of YVONNE H SIMARD FOUNDATION is 20-3411622.
- Is YVONNE H SIMARD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to YVONNE H SIMARD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does YVONNE H SIMARD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of YVONNE H SIMARD 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 YVONNE H SIMARD 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 YVONNE H SIMARD FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 7 received compensation from the organization, the highest $20,000 (JAY A KOSAREK, PRESIDENT).
- How much revenue does YVONNE H SIMARD FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,109,406, expenses of $568,042 and total assets of $7,567,686 at year end.
Other nonprofits in SUGAR LAND
- PETERSEN FAMILY FOUNDATION EIN 81-4547001 · last filed 990-PF for 2025
- GONSOULIN CHARITABLE TRUST EIN 76-6106726 · last filed 990-PF for 2025
- THE NOOR FOUNDATION EIN 76-0626200 · last filed 990-PF for 2024
- SOREF-BRESLAUER TEXAS FOUNDATION EIN 20-2226858 · last filed 990-PF for 2025
- FORT BEND I S D EDUCATION FOUNDATION EIN 76-0383233 · last filed 990 for 2025
- JAMES C AND TERESA K DAY FOUNDATION EIN 06-1742265 · last filed 990-PF for 2024
- CRAWFORD AND HATTIE JACKSON FOUNDATION EIN 76-0526233 · last filed 990-PF for 2024
- RHETT BUTLER CHARITABLE FOUNDATION EIN 27-0513311 · last filed 990-PF for 2024
All nonprofits in SUGAR LAND · Texas · Philanthropy, voluntarism and grantmaking foundations