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Nonprofit · EIN 33-0639020

SIMPSON FAM FOUNDATION

Also known as SIMPSON LAWRENCE & PARY TTEES

Tax-exempt · LAGUNA NIGUEL, CA 92677

Financials

−$1K$39K2023$51K$76K2024$12$26K2025
Revenue Expenses · by fiscal year end
Financials of SIMPSON FAM FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$12$25,871-$25,859$260,830$6,908$253,922
June 30, 2025990-PF$51,344$75,866-$24,522$279,781$0$279,781
June 30, 2024990-PF-$1,055$39,012-$40,067$306,151$1,848$304,303
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Interest
$12

Expenses

Grants and similar amounts paid
$25,100
Disbursements for charitable purposes
$25,485

Balance sheet and other

Total assets, start of year
$279,781
Total assets, end of year
$260,830
Total liabilities, end of year
$6,908
Net assets, end of year
$253,922
Fair market value of assets
$491,539
Qualifying distributions
$25,485
Net investment income
$12

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
Lawrence W Simpson
4 Searidge, Laguna Niguel, CA 92677
Trustee1$0
Pary Simpson
4 Searidge, Laguna Niguel, CA 92677
Trustee1$0
990-PF for the year ended June 30, 2025: 2 people
NameTitleHours / weekCompensation
Lawrence W Simpson
4 Searidge, Laguna Niguel, CA 92677
Trustee1$0
Pary Simpson
4 Searidge, Laguna Niguel, CA 92677
Trustee1$0
990-PF for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
Lawrence W Simpson
4 Searidge, Laguna Niguel, CA 92677
Trustee1$0
Pary Simpson
4 Searidge, Laguna Niguel, CA 92677
Trustee1$0

Address and contacts

Address (IRS master file)
4 SEARIDGE, LAGUNA NIGUEL, CA 92677-9222
In care of
% NODAR & CO
Signed the 990-PF
Lawrence W Simpson, Trustee
Phone
(949) 488-0233
Return prepared by
MND LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0639020 or by the name SIMPSON FAM FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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
33-0639020
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
1995
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$279,781
Income (IRS master file)
$96,665

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$12$25,871$260,830XML
990-PFJune 2025$51,344$75,866$279,781XML
990-PFJune 2024-$1,055$39,012$306,151XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS
990-PFJune 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 33-0639020).

Questions about SIMPSON FAM FOUNDATION

What is the EIN of SIMPSON FAM FOUNDATION?
The employer identification number (EIN) of SIMPSON FAM FOUNDATION is 33-0639020.
Is SIMPSON FAM FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to SIMPSON FAM FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SIMPSON FAM FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SIMPSON FAM 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 SIMPSON FAM FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SIMPSON FAM FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does SIMPSON FAM FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $12, expenses of $25,871 and total assets of $260,830 at year end.

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