Nonprofit · EIN 35-6293470
KURT AND TESSYE SIMON FOUNDATION
Tax-exempt · SOUTH BEND, IN 46634
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $28,777 | $30,189 | -$1,412 | $438,851 | $0 | $438,851 |
| December 31, 2024 | 990-PF | $24,213 | $29,400 | -$5,187 | $440,249 | $0 | $440,249 |
| December 31, 2023 | 990-PF | $38,841 | $30,415 | $8,426 | $445,456 | $0 | $445,456 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $14,428
- Net gain from sales of assets
- $14,349
Expenses
- Grants and similar amounts paid
- $23,581
- Compensation of officers, directors and key employees
- $4,689
- Disbursements for charitable purposes
- $23,581
- Excise tax on investment income
- $310
Balance sheet and other
- Total assets, start of year
- $440,249
- Total assets, end of year
- $438,851
- Total liabilities, end of year
- $0
- Net assets, end of year
- $438,851
- Fair market value of assets
- $521,494
- Qualifying distributions
- $23,581
- Net investment income
- $28,777
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 | CORPORATE TRUSTEE | 1 | $4,689 |
| RABBI KAREN COMPANEZ 305 WEST MADISON STREET, SOUTH BEND, IN 466011119 | TRUSTEE | 1 | $0 |
| MARA BOETTCHER 2801 PRIVET LANE, SOUTH BEND, IN 46614 | TRUSTEE | 1 | $0 |
| SID SHROYER 1406 CHESTER STREET, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
| POSI TUCKER 51552 HENDON HALL, GRANGER, IN 46530 | TRUSTEE | 1 | $0 |
| LYNDA SIMON 514 KAMM ISLAND PLACE, MISHAWAKA, IN 46544 | TRUSTEE | 1 | $0 |
| CATHY BLUM 2955 MCKINLEY AVE, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
| SHARON KALLING 2955 MCKINLEY AVE, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
| DIANE SARNAT 2955 MCKINLEY AVE, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
| ZABE WILLIAMS 2955 MCKINLEY, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| 1ST SOURCE BANK PO BOX 1602, SOUTH BEND, IN 46634 | CORPORATE TRUSTEE | 1 | $4,614 |
| RABBI KAREN COMPANEZ 305 WEST MADISON STREET, SOUTH BEND, IN 466011119 | TRUSTEE | 1 | $0 |
| MARA BOETTCHER 2801 PRIVET LANE, SOUTH BEND, IN 46614 | TRUSTEE | 1 | $0 |
| SID SHROYER 1406 CHESTER STREET, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
| POSI TUCKER 51552 HENDON HALL, GRANGER, IN 46530 | TRUSTEE | 1 | $0 |
| LYNDA SIMON 514 KAMM ISLAND PLACE, MISHAWAKA, IN 46544 | TRUSTEE | 1 | $0 |
| CATHY BLUM 2955 MCKINLEY AVE, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
| SHARON KALLING 2955 MCKINLEY AVE, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
| DIANE SARNAT 2955 MCKINLEY AVE, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
| ZABE WILLIAMS 2955 MCKINLEY, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| 1ST SOURCE BANK PO BOX 1602, SOUTH BEND, IN 46634 | CORPORATE TRUSTEE | 1 | $4,372 |
| RABBI KAREN COMPANEZ 305 WEST MADISON STREET, SOUTH BEND, IN 466011119 | TRUSTEE | 1 | $0 |
| MARA BOETTCHER 2801 PRIVET LANE, SOUTH BEND, IN 46614 | TRUSTEE | 1 | $0 |
| SID SHROYER 1406 CHESTER STREET, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
| POSI TUCKER 51552 HENDON HALL, GRANGER, IN 46530 | TRUSTEE | 1 | $0 |
| LYNDA SIMON 514 KAMM ISLAND PLACE, MISHAWAKA, IN 46544 | TRUSTEE | 1 | $0 |
| CATHY BLUM 2955 MCKINLEY AVE, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
| SHARON KALLING 2955 MCKINLEY AVE, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
| DIANE SARNAT 2955 MCKINLEY AVE, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
| ZABE WILLIAMS 2955 MCKINLEY, SOUTH BEND, IN 46615 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1602, SOUTH BEND, IN 46634-1602
- Signed the 990-PF
- PAMELA STEARNS, Vice President
- 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
- 35-6293470
- 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
- 1975
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $438,851
- Income (IRS master file)
- $57,956
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $28,777 | $30,189 | $438,851 | IRS |
| 990-PF | December 2024 | $24,213 | $29,400 | $440,249 | XML |
| 990-PF | December 2023 | $38,841 | $30,415 | $445,456 | 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 35-6293470).
Questions about KURT AND TESSYE SIMON FOUNDATION
- What is the EIN of KURT AND TESSYE SIMON FOUNDATION?
- The employer identification number (EIN) of KURT AND TESSYE SIMON FOUNDATION is 35-6293470.
- Is KURT AND TESSYE SIMON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to KURT AND TESSYE SIMON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KURT AND TESSYE SIMON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KURT AND TESSYE SIMON FOUNDATION 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 AND TESSYE SIMON 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 KURT AND TESSYE SIMON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $4,689 (1ST SOURCE BANK, CORPORATE TRUSTEE).
- How much revenue does KURT AND TESSYE SIMON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $28,777, expenses of $30,189 and total assets of $438,851 at year end.
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