Nonprofit · EIN 35-1925020
KURT & TESSYE SIMON FUND FOR HOLOCUST REMEMBERENCE
Tax-exempt · SOUTH BEND, IN 46634
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $50,102 | $31,217 | $18,885 | $470,759 | $0 | $470,759 |
| December 31, 2024 | 990-PF | $36,428 | $30,263 | $6,165 | $451,854 | $0 | $451,854 |
| December 31, 2023 | 990-PF | $17,054 | $31,844 | -$14,790 | $445,712 | $0 | $445,712 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $15,130
- Net gain from sales of assets
- $34,972
Expenses
- Grants and similar amounts paid
- $24,491
- Compensation of officers, directors and key employees
- $4,901
- Disbursements for charitable purposes
- $24,491
- Excise tax on investment income
- $604
Balance sheet and other
- Total assets, start of year
- $451,854
- Total assets, end of year
- $470,759
- Total liabilities, end of year
- $0
- Net assets, end of year
- $470,759
- Fair market value of assets
- $543,911
- Qualifying distributions
- $24,491
- Net investment income
- $50,102
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| 1ST SOURCE BANK PO BOX 1602, SOUTH BEND, IN 46634 | TRUSTEE | 1 | $4,901 |
| MARY FISCHER 16302 THRUSH ST, GRANGER, IN 46530 | DIRECTOR | 1 | $0 |
| SID SHROYER 1406 CHESTER ST, SOUTH BEND, IN 46515 | DIRECTOR | 1 | $0 |
| CHELLY FREEL 1339 SUNNYMEDE AVE, SOUTH BEND, IN 46615 | DIRECTOR | 1 | $0 |
| JOE BAUER 1426 E WAYNE ST, SOUTH BEND, IN 46615 | DIRECTOR | 1 | $0 |
| FRANCIE DAVIS 14590 TRANQUIL CT, GRANGER, IN 46530 | DIRECTOR | 1 | $0 |
| TERRY TULCHONSKYI 1376 SOUTHFIELD CIRCLE, SOUTH BEND, IN 46614 | TREASURER | 1 | $0 |
| LILY SHROYER 1406 CHESTER ST, SOUTH BEND, IN 46515 | DIRECTOR | 1 | $0 |
| MARJORIE SCHAEFFER 2955 MCKINLEY AVE, SOUTH BEND, IN 46615 | DIRECTOR | 1 | $0 |
| David Kessler 52782 W Cypress Cr, South Bend, IN 46637 | DIRECTOR | 0 | $0 |
| Bill Lopatin 1613 South Laje George Dr, Mishawaka, IN 46545 | DIRECTOR | 0 | $0 |
| Rabbi Shoshana Kaminsky 310 Woodknoll Dr Apt 1011, Granger, IN 46530 | DIRECTOR | 0 | $0 |
| Lou Ann Dobbins 6115 Whitehead St, Granger, IN 46530 | President/Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| 1ST SOURCE BANK PO BOX 1602, SOUTH BEND, IN 46634 | TRUSTEE | 1 | $4,827 |
| MARY FISCHER 16302 THRUSH ST, GRANGER, IN 46530 | DIRECTOR | 1 | $0 |
| SID SHROYER 1406 CHESTER ST, SOUTH BEND, IN 46515 | DIRECTOR | 1 | $0 |
| CHELLY FREEL 1339 SUNNYMEDE AVE, SOUTH BEND, IN 46615 | DIRECTOR | 1 | $0 |
| JOE BAUER 1426 E WAYNE ST, SOUTH BEND, IN 46615 | DIRECTOR | 1 | $0 |
| FRANCIE DAVIS 14590 TRANQUIL CT, GRANGER, IN 46530 | DIRECTOR | 1 | $0 |
| TERRY TULCHONSKYI 1376 SOUTHFIELD CIRCLE, SOUTH BEND, IN 46614 | TREASURER | 1 | $0 |
| LILY SHROYER 1406 CHESTER ST, SOUTH BEND, IN 46515 | DIRECTOR | 1 | $0 |
| MARJORIE SCHAEFFER 2955 MCKINLEY AVE, SOUTH BEND, IN 46615 | DIRECTOR | 1 | $0 |
| David Kessler 52782 W Cypress Cr, South Bend, IN 46637 | DIRECTOR | 0 | $0 |
| Bill Lopatin 1613 South Laje George Dr, Mishawaka, IN 46545 | DIRECTOR | 0 | $0 |
| Rabbi Shoshana Kaminsky 310 Woodknoll Dr Apt 1011, Granger, IN 46530 | DIRECTOR | 0 | $0 |
| Lou Ann Dobbins 6115 Whitehead St, Granger, IN 46530 | President/Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| 1ST SOURCE BANK PO BOX 1602, SOUTH BEND, IN 46634 | TRUSTEE | 1 | $4,595 |
| MARY FISCHER 16302 THRUSH ST, GRANGER, IN 46530 | DIRECTOR | 1 | $0 |
| SID SHROYER 1406 CHESTER ST, SOUTH BEND, IN 46515 | DIRECTOR | 1 | $0 |
| RABBI KAREN COMPANEZ 52082 HEATHER COVE, SOUTH BNED, IN 46635 | DIRECTOR | 1 | $0 |
| CHELLY FREEL 1339 SUNNYMEDE AVE, SOUTH BEND, IN 46615 | DIRECTOR | 1 | $0 |
| JOE BAUER 1426 E WAYNE ST, SOUTH BEND, IN 46615 | PRESIDENT/DIRECTOR | 1 | $0 |
| FRANCIE DAVIS 14590 TRANQUIL CT, GRANGER, IN 46530 | DIRECTOR | 1 | $0 |
| TERRY TULCHONSKYI 1376 SOUTHFIELD CIRCLE, SOUTH BEND, IN 46614 | TREASURER | 1 | $0 |
| LILY SHROYER 1406 CHESTER ST, SOUTH BEND, IN 46515 | DIRECTOR | 1 | $0 |
| CATHY BLUM 2955 MCKINLEY AVE, SOUTH BEND, IN 46615 | DIRECTOR | 1 | $0 |
| STEVE FREDMAN 2955 MCKINLEY AVE, SOUTH BEND, IN 46615 | DIRECTOR | 1 | $0 |
| MARJORIE SCHAEFFER 2955 MCKINLEY AVE, SOUTH BEND, IN 46615 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1602, SOUTH BEND, IN 46634-1602
- In care of
- % KURT SIMON
- Signed the 990-PF
- PAMELA STEARNS, OFFICER
- Phone
- (574) 235-2952
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-1925020
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $470,759
- Income (IRS master file)
- $86,151
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $50,102 | $31,217 | $470,759 | IRS |
| 990-PF | December 2024 | $36,428 | $30,263 | $451,854 | IRS |
| 990-PF | December 2023 | $17,054 | $31,844 | $445,712 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 35-1925020).
Questions about KURT & TESSYE SIMON FUND FOR HOLOCUST REMEMBERENCE
- What is the EIN of KURT & TESSYE SIMON FUND FOR HOLOCUST REMEMBERENCE?
- The employer identification number (EIN) of KURT & TESSYE SIMON FUND FOR HOLOCUST REMEMBERENCE is 35-1925020.
- Is KURT & TESSYE SIMON FUND FOR HOLOCUST REMEMBERENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to KURT & TESSYE SIMON FUND FOR HOLOCUST REMEMBERENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KURT & TESSYE SIMON FUND FOR HOLOCUST REMEMBERENCE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KURT & TESSYE SIMON FUND FOR HOLOCUST REMEMBERENCE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KURT & TESSYE SIMON FUND FOR HOLOCUST REMEMBERENCE 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 KURT & TESSYE SIMON FUND FOR HOLOCUST REMEMBERENCE?
- The 990-PF for the year ended December 31, 2025 lists 13 people; 1 received compensation from the organization, the highest $4,901 (1ST SOURCE BANK, TRUSTEE).
- How much revenue does KURT & TESSYE SIMON FUND FOR HOLOCUST REMEMBERENCE have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $50,102, expenses of $31,217 and total assets of $470,759 at year end.
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