Nonprofit · EIN 27-0581002
SAM & NADA SIMON FOUNDATION
Tax-exempt · BIRMINGHAM, MI 48009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $170,385 | $153,425 | $16,960 | $33,399 | $360 | $33,039 |
| June 30, 2024 | 990-PF | $115,350 | $123,477 | -$8,127 | $18,478 | $2,399 | $16,079 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $170,385
Expenses
- Grants and similar amounts paid
- $117,031
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $117,031
Balance sheet and other
- Total assets, start of year
- $18,478
- Total assets, end of year
- $33,399
- Total liabilities, end of year
- $360
- Net assets, end of year
- $33,039
- Fair market value of assets
- $33,399
- Qualifying distributions
- $117,031
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAM SIMON 335 E MAPLE SUITE 200, BIRMINGHAM, MI 48009 | PRESIDENT AND TREASURER | 0.2 | $0 |
| NADA SIMON 335 E MAPLE SUITE 200, BIRMINGHAM, MI 48009 | VICE PRESIDENT | 0.95 | $0 |
| MIKE EVANS 335 E MAPLE SUITE 200, BIRMINGHAM, MI 48009 | SECRETARY | 0.2 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAM SIMON 335 E MAPLE SUITE 200, BIRMINGHAM, MI 48009 | PRESIDENT AND TREASURER | 0.2 | $0 |
| NADA SIMON 335 E MAPLE SUITE 200, BIRMINGHAM, MI 48009 | VICE PRESIDENT | 0.95 | $0 |
| MIKE EVANS 335 E MAPLE SUITE 200, BIRMINGHAM, MI 48009 | SECRETARY | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- 335 E MAPLE RD STE 200, BIRMINGHAM, MI 48009-6314
- In care of
- % DAVID E BARNES
- Signed the 990-PF
- NADA SIMON, VICE PRESIDENT
- Phone
- (313) 662-3577
- Return prepared by
- DOEREN MAYHEW
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-0581002
- 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
- 2010
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $33,399
- Income (IRS master file)
- $170,385
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $170,385 | $153,425 | $33,399 | IRS |
| 990-PF | June 2024 | $115,350 | $123,477 | $18,478 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 SAM & NADA SIMON FOUNDATION
- What is the EIN of SAM & NADA SIMON FOUNDATION?
- The employer identification number (EIN) of SAM & NADA SIMON FOUNDATION is 27-0581002.
- Is SAM & NADA SIMON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to SAM & NADA SIMON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM & NADA SIMON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM & NADA SIMON FOUNDATION 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 SAM & NADA SIMON FOUNDATION 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 SAM & NADA SIMON FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SAM & NADA SIMON FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $170,385, expenses of $153,425 and total assets of $33,399 at year end.
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