Nonprofit · EIN 27-2399226
RONALD M SIMON FAMILY FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $12,750,797 | $10,078,913 | $2,671,884 | $14,995,131 | $5,357,672 | $9,637,459 |
| June 30, 2024 | 990-PF | $16,746,550 | $14,923,226 | $1,823,324 | $13,837,363 | $6,871,788 | $6,965,575 |
| June 30, 2023 | 990-PF | $8,583,595 | $7,099,373 | $1,484,222 | $7,639,915 | $2,497,664 | $5,142,251 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $12,255,504
- Dividends
- $494,278
- Interest
- $1,015
Expenses
- Grants and similar amounts paid
- $3,756,454
- Compensation of officers, directors and key employees
- $650,398
- Salaries, compensation and benefits (total)
- $3,316,082
- Disbursements for charitable purposes
- $9,657,038
- Excise tax on investment income
- $6,737
Balance sheet and other
- Total assets, start of year
- $13,837,363
- Total assets, end of year
- $14,995,131
- Total liabilities, end of year
- $5,357,672
- Net assets, end of year
- $9,637,459
- Fair market value of assets
- $14,995,131
- Qualifying distributions
- $9,657,038
- Net investment income
- $495,293
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 | Other / benefits |
|---|---|---|---|---|
| BENJAMIN DRUTMAN 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | PRESIDENT | 40 | $312,000 | $32,306 |
| KATHY SIMON ABELS 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | VICE-CHAIR | 40 | $256,320 | $40,172 |
| ANDRES ROBLES JR 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $201,789 | $20,179 |
| GAIL KAIRIS 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $177,038 | $39,801 |
| ERIKA LIMA ENZ 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR OF PROGRAM Highest-paid employee | 40 | $150,838 | $13,800 |
| JOHNNA CORONA 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $106,925 | $2,138 |
| EMILY HUDSON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $106,458 | $9,581 |
| ALEX CALEBRESE 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| GARY SINGER ESQ 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | CHAIRMAN | 0 | $0 | $0 |
| GILBERT LEVASSEUR JR 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| JAMES B FREEDMAN 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| JAMES V MAZZO 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| JIM DOTI 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| RANDY THOMPSON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | TREASURER | 0 | $0 | $0 |
| RONALD M SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | FOUNDING CHAIRMAN | 0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDI SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 |
| STEVEN H SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHY SIMON ABELS 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | VICE-CHAIR | 40 | $342,378 | $33,658 |
| BENJAMIN DRUTMAN 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | PRESIDENT | 40 | $311,538 | $23,654 |
| ANDRES ROBLES JR 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $181,346 | $11,061 |
| GAIL KAIRIS 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $147,115 | $23,527 |
| ERIKA LIMA ENZ 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR OF PROGRAM Highest-paid employee | 40 | $129,615 | $7,885 |
| EMILY HUDSON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $103,654 | $5,273 |
| JOHNNA CORONA 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $102,163 | $1,535 |
| ALEX CALEBRESE 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| GARY SINGER ESQ 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | CHAIRMAN | 0 | $0 | $0 |
| GILBERT LEVASSEUR JR 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| JAMES B FREEDMAN 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| JAMES V MAZZO 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| JIM DOTI 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| RANDY THOMPSON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | TREASURER | 0 | $0 | $0 |
| RONALD M SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | FOUNDING CHAIRMAN | 0 | $0 | $0 |
| SANDI SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| STEVEN H SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
990-PF for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHY SIMON ABELS 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | VICE-CHAIR | 40 | $325,000 | $28,016 |
| BENJAMIN DRUTMAN 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | PRESIDENT | 40 | $285,577 | $24,670 |
| ANDRES ROBLES JR 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $133,269 | $2,701 |
| ERIKA LIMA ENZ 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR OF PROGRAM Highest-paid employee | 40 | $109,250 | $6,685 |
| EMILY HUDSON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $93,462 | $1,309 |
| VERONICA CASAS HERNANDEZ 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | MANAGER OF EXPERIENC Highest-paid employee | 40 | $79,423 | $0 |
| YESENIA CAPELLINO LOPEZ 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | ASSISTANT DIRECTOR, Highest-paid employee | 40 | $77,846 | $16,379 |
| GARY SINGER ESQ 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | CHAIRMAN | 0 | $0 | $0 |
| RANDY THOMPSON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | TREASURER | 0 | $0 | $0 |
| RONALD M SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | FOUNDING CHAIRMAN | 0 | $0 | $0 |
| ALEX CALEBRESE 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| GILBERT LEVASSEUR JR 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| JAMES B FREEDMAN 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| JIM DOTI 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| STEVEN H SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| SANDI SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
| JAMES V MAZZO 620 NEWPORT CENTER DRIVE 12TH FLOOR, NEWPORT BEACH, CA 92660 | DIRECTOR | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 620 NEWPORT CENTER DR FL 12TH, NEWPORT BEACH, CA 92660-8012
- In care of
- % KATHY SIMON ABELS
- Signed the 990-PF
- RANDY THOMPSON, VP FINANCE
- Phone
- (949) 373-3500
- Website
- WWW.SIMONSCHOLARS.ORG
- Return prepared by
- WRIGHT FORD YOUNG & CO
California records
California keeps its own records of charities and corporations. Search them by EIN 27-2399226 or by the name RONALD M SIMON FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 27-2399226
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $14,995,131
- Income (IRS master file)
- $12,750,797
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $12,750,797 | $10,078,913 | $14,995,131 | XML |
| 990-PF | June 2024 | $16,746,550 | $14,923,226 | $13,837,363 | IRS |
| 990-PF | June 2023 | $8,583,595 | $7,099,373 | $7,639,915 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 27-2399226).
Questions about RONALD M SIMON FAMILY FOUNDATION
- What is the EIN of RONALD M SIMON FAMILY FOUNDATION?
- The employer identification number (EIN) of RONALD M SIMON FAMILY FOUNDATION is 27-2399226.
- Is RONALD M SIMON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to RONALD M SIMON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does RONALD M SIMON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RONALD M SIMON FAMILY 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 RONALD M SIMON FAMILY 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 RONALD M SIMON FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 17 people; 7 received compensation from the organization, the highest $312,000 (BENJAMIN DRUTMAN, PRESIDENT).
- How much revenue does RONALD M SIMON FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $12,750,797, expenses of $10,078,913 and total assets of $14,995,131 at year end.
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