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Nonprofit · EIN 22-3010423

MORTON A & PHYLLIS B SIMON FOUNDATION

Tax-exempt · MAPLEWOOD, NJ 07040

Financials

$49K$13K2020$0$12K2022$0$9K2023$0$6K2024
Revenue Expenses · by fiscal year end
Financials of MORTON A & PHYLLIS B SIMON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$0$5,650-$5,650$145,102$0$145,102
October 31, 2024990-PF$0$9,004-$9,004$150,752$0$150,752
October 31, 2023990-PF$0$11,989-$11,989$159,756$0$159,756
October 31, 2021990-PF$49,089$12,974$36,115$181,694$0$181,694
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Expenses

Grants and similar amounts paid
$4,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$4,850

Balance sheet and other

Total assets, start of year
$150,752
Total assets, end of year
$145,102
Total liabilities, end of year
$0
Net assets, end of year
$145,102
Fair market value of assets
$145,102
Qualifying distributions
$4,850

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LESLIE KAPLOWITZ
153 WYOMING AVE, MAPLEWOOD, NJ 07040
PRESIDENT1$0
JONATHAN KAPLOWITZ
153 WYOMING AVE, MAPLEWOOD, NJ 07040
TREASURER0.5$0
RACHEL KAPLOWITZ
153 WYOMING AVE, MAPLEWOOD, NJ 07040
SECRETARY0.5$0
990-PF for the year ended October 31, 2024: 2 people
NameTitleHours / weekCompensation
LESLIE KAPLOWITZ
153 WYOMING AVE, MAPLEWOOD, NJ 07040
PRESIDENT1$0
JONATHAN KAPLOWITZ
153 WYOMING AVE, MAPLEWOOD, NJ 07040
TREASURER0.5$0
990-PF for the year ended October 31, 2023: 2 people
NameTitleHours / weekCompensation
LESLIE KAPLOWITZ
153 WYOMING AVE, MAPLEWOOD, NJ 07040
PRESIDENT1$0
JONATHAN KAPLOWITZ
153 WYOMING AVE, MAPLEWOOD, NJ 07040
TREASURER0.5$0
990-PF for the year ended October 31, 2021: 2 people
NameTitleHours / weekCompensation
MORTON A SIMON
153 WYOMING AVE, MAPLEWOOD, NJ 07040
PRESIDENT2$0
LESLIE KAPLOWITZ
153 WYOMING AVE, MAPLEWOOD, NJ 07040
TREASURER1$0

Address and contacts

Address (IRS master file)
153 WYOMING AVE, MAPLEWOOD, NJ 07040-1043
In care of
% MORTON A SIMON
Signed the 990-PF
MORTON SIMON, PRESIDENT
Phone
(973) 731-7526
Return prepared by
CBIZ ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
22-3010423
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
1991
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$145,102
Income (IRS master file)
$1

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$0$5,650$145,102XML
990-PFOctober 2024$0$9,004$150,752XML
990-PFOctober 2023$0$11,989$159,756XML
990-PFOctober 2022–––IRS
990-PFOctober 2021$49,089$12,974$181,694XML
990-PFOctober 2020–––IRS
990-PFOctober 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 22-3010423).

Questions about MORTON A & PHYLLIS B SIMON FOUNDATION

What is the EIN of MORTON A & PHYLLIS B SIMON FOUNDATION?
The employer identification number (EIN) of MORTON A & PHYLLIS B SIMON FOUNDATION is 22-3010423.
Is MORTON A & PHYLLIS B SIMON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to MORTON A & PHYLLIS B SIMON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MORTON A & PHYLLIS B SIMON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MORTON A & PHYLLIS B SIMON FOUNDATION due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MORTON A & PHYLLIS B SIMON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of MORTON A & PHYLLIS B SIMON FOUNDATION?
The 990-PF for the year ended October 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does MORTON A & PHYLLIS B SIMON FOUNDATION have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $0, expenses of $5,650 and total assets of $145,102 at year end.

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