Nonprofit · EIN 20-5787382
SIMON BOLIVAR FOUNDATION INC
Tax-exempt · HOUSTON, TX 77077
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $7,560,163 | $7,037,931 | $522,232 | $4,767,339 | $3,286,183 | $1,481,156 |
| December 31, 2023 | 990-PF | $7,817,067 | $8,188,294 | -$371,227 | $3,591,933 | $2,633,009 | $958,924 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,500,000
- Interest
- $60,163
Expenses
- Grants and similar amounts paid
- $6,933,856
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,745,556
- Excise tax on investment income
- $735
Balance sheet and other
- Total assets, start of year
- $3,591,933
- Total assets, end of year
- $4,767,339
- Total liabilities, end of year
- $3,286,183
- Net assets, end of year
- $1,481,156
- Fair market value of assets
- $4,767,339
- Qualifying distributions
- $6,745,556
- Net investment income
- $60,163
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 |
|---|---|---|---|
| Mariela Poleo 1293 Eldridge Parkway, Houston, TX 77070 | President | 40 | $0 |
| Stephen McNabb 1293 Eldridge Parkway, Houston, TX 77070 | Treasurer | 0.1 | $0 |
| Yollyfrancis Castellanos 1293 Eldridge Parkway, Houston, TX 77070 | Assistant Secretary | 0.7 | $0 |
| Bob Shoemaker 1293 Eldridge Parkway, Houston, TX 77070 | Controller & Ast. Treasurer | 0.1 | $0 |
| Steve Scarpino 1294 Eldridge Parkway, Houston, TX 77071 | Chief Compliance & Ethics Officer | 0.1 | $0 |
| Andres Padilla 1293 Eldridge Parkway, Houston, TX 77070 | Director | 1 | $0 |
| Pablo Perez 1293 Eldridge Parkway, Houston, TX 77070 | Director | 1 | $0 |
| David Weaver 1293 Eldridge Parkway, Houston, TX 77070 | Director | 0.6 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mariela Poleo 1293 Eldridge Parkway, Houston, TX 77070 | President | 40 | $0 |
| Stephen McNabb 1293 Eldridge Parkway, Houston, TX 77070 | Treasurer | 0.1 | $0 |
| Holly Chastain Nini 1293 Eldridge Parkway, Houston, TX 77070 | Secretary | 10.6 | $0 |
| Yollyfrancis Castellanos 1293 Eldridge Parkway, Houston, TX 77070 | Assistant Secretary | 0 | $0 |
| Bob Shoemaker 1293 Eldridge Parkway, Houston, TX 77070 | Controller & Ast. Treasurer | 0.1 | $0 |
| Andres Padilla 1293 Eldridge Parkway, Houston, TX 77070 | Director | 0.6 | $0 |
| Pablo Perez 1293 Eldridge Parkway, Houston, TX 77070 | Director | 0.6 | $0 |
| David Weaver 1293 Eldridge Parkway, Houston, TX 77070 | Director | 0.6 | $0 |
Address and contacts
- Address (IRS master file)
- 1293 ELDRIDGE PKWY, HOUSTON, TX 77077-1670
- In care of
- % MARIELA POLEO
- Signed the 990-PF
- Mariela Poleo, President
- Return prepared by
- Blazek & Vetterling
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
- 20-5787382
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,767,339
- Income (IRS master file)
- $7,560,163
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $7,560,163 | $7,037,931 | $4,767,339 | XML |
| 990-PF | December 2023 | $7,817,067 | $8,188,294 | $3,591,933 | IRS |
| 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 20-5787382).
Questions about SIMON BOLIVAR FOUNDATION INC
- What is the EIN of SIMON BOLIVAR FOUNDATION INC?
- The employer identification number (EIN) of SIMON BOLIVAR FOUNDATION INC is 20-5787382.
- Is SIMON BOLIVAR FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to SIMON BOLIVAR FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIMON BOLIVAR FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIMON BOLIVAR 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 SIMON BOLIVAR 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 SIMON BOLIVAR FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does SIMON BOLIVAR FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,560,163, expenses of $7,037,931 and total assets of $4,767,339 at year end.
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