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Nonprofit · EIN 26-6685226

DAVID R COUCH EDUCATION FUND

Also known as SIMON SUMBERG TTEE

Tax-exempt · NORWALK, CT 06851

Financials

$76K$96K2023$87K$94K2024
Revenue Expenses · by fiscal year end
Financials of DAVID R COUCH EDUCATION FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$86,807$93,766-$6,959$967,434$0$967,434
June 30, 2024990-PF$76,151$96,070-$19,919$974,393$0$974,393
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$33,876
Net gain from sales of assets
$52,931

Expenses

Grants and similar amounts paid
$67,756
Compensation of officers, directors and key employees
$2,500
Disbursements for charitable purposes
$74,600
Excise tax on investment income
$872

Balance sheet and other

Total assets, start of year
$974,393
Total assets, end of year
$967,434
Total liabilities, end of year
$0
Net assets, end of year
$967,434
Fair market value of assets
$1,511,266
Qualifying distributions
$74,600
Net investment income
$80,448

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
SIMON SUMBERG
11 HIGHVIEW AVENUE, NORWALK, CT 06851
TRUSTEE2$2,500
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
SIMON SUMBERG
11 HIGHVIEW AVENUE, NORWALK, CT 06851
TRUSTEE2$2,500

Address and contacts

Address (IRS master file)
11 HIGHVIEW AVE, NORWALK, CT 06851-5114
Signed the 990-PF
SIMON SUMBERG, TRUSTEE
Phone
(203) 984-2472
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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
26-6685226
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
2009
Accounting year ends
June
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$967,434
Income (IRS master file)
$356,693

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$86,807$93,766$967,434XML
990-PFJune 2024$76,151$96,070$974,393XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 26-6685226).

Questions about DAVID R COUCH EDUCATION FUND

What is the EIN of DAVID R COUCH EDUCATION FUND?
The employer identification number (EIN) of DAVID R COUCH EDUCATION FUND is 26-6685226.
Is DAVID R COUCH EDUCATION FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to DAVID R COUCH EDUCATION FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID R COUCH EDUCATION FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID R COUCH EDUCATION FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DAVID R COUCH EDUCATION FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of DAVID R COUCH EDUCATION FUND?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,500 (SIMON SUMBERG, TRUSTEE).
How much revenue does DAVID R COUCH EDUCATION FUND have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $86,807, expenses of $93,766 and total assets of $967,434 at year end.

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