Nonprofit · EIN 36-4325958
SIMON FAMILY FOUNDATION
Tax-exempt · HIGHLAND PARK, IL 60035
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $7,147,513 | $6,654,075 | $493,438 | $59,756,020 | $847 | $59,755,173 |
| December 31, 2024 | 990-PF | $8,519,032 | $6,183,169 | $2,335,863 | $59,545,098 | $233,239 | $59,311,859 |
| December 31, 2023 | 990-PF | $6,872,356 | $5,394,444 | $1,477,912 | $56,874,508 | $0 | $56,874,508 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $927,908
- Interest
- $259,996
- Net gain from sales of assets
- $5,959,352
- Other income
- $257
Expenses
- Grants and similar amounts paid
- $5,905,000
- Compensation of officers, directors and key employees
- $95,000
- Disbursements for charitable purposes
- $6,009,015
- Excise tax on investment income
- $92,340
Balance sheet and other
- Total assets, start of year
- $59,545,098
- Total assets, end of year
- $59,756,020
- Total liabilities, end of year
- $847
- Net assets, end of year
- $59,755,173
- Fair market value of assets
- $123,559,244
- Qualifying distributions
- $6,009,015
- Net investment income
- $7,147,513
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 |
|---|---|---|---|
| ALBERT SIMON III 1755 LAKE COOK RD APT 314, HIGHLAND PARK, IL 60035 | PRESIDENT | 15 | $47,500 |
| JUDITH SIMON 1755 LAKE COOK RD APT 314, HIGHLAND PARK, IL 60035 | VICE PRESIDENT | 15 | $47,500 |
| STEVEN SIMON 1755 LAKE COOK RD APT 314, HIGHLAND PARK, IL 60035 | ASSISTANT | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALBERT SIMON III 1755 LAKE COOK RD APT 314, HIGHLAND PARK, IL 60035 | PRESIDENT | 15 | $47,500 |
| JUDITH SIMON 1755 LAKE COOK RD APT 314, HIGHLAND PARK, IL 60035 | VICE PRESIDENT | 15 | $47,500 |
| STEVEN SIMON 850 NORTHWOODS RD, DEERFIELD, IL 60015 | ASSISTANT | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALBERT SIMON III 1755 LAKE COOK RD APT 314, HIGHLAND PARK, IL 60035 | PRESIDENT | 5 | $47,500 |
| JUDITH SIMON 1755 LAKE COOK RD APT 314, HIGHLAND PARK, IL 60035 | VICE PRESIDENT | 20 | $47,500 |
| STEVEN SIMON 1019 HILLSIDE AVENUE, DEERFIELD, IL 60015 | ASSISTANT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1755 LAKE COOK RD APT 314, HIGHLAND PARK, IL 60035-4479
- In care of
- % ALBERT SIMON
- Signed the 990-PF
- ALBERT SIMON III, PRESIDENT
- Phone
- (847) 835-9195
- Return prepared by
- RSM US LLP
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
- 36-4325958
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $59,756,020
- Income (IRS master file)
- $31,497,310
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $7,147,513 | $6,654,075 | $59,756,020 | XML |
| 990-PF | December 2024 | $8,519,032 | $6,183,169 | $59,545,098 | XML |
| 990-PF | December 2023 | $6,872,356 | $5,394,444 | $56,874,508 | 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 36-4325958).
Questions about SIMON FAMILY FOUNDATION
- What is the EIN of SIMON FAMILY FOUNDATION?
- The employer identification number (EIN) of SIMON FAMILY FOUNDATION is 36-4325958.
- Is SIMON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to SIMON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIMON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIMON FAMILY 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 SIMON FAMILY 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 SIMON FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $47,500 (ALBERT SIMON III, PRESIDENT).
- How much revenue does SIMON FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,147,513, expenses of $6,654,075 and total assets of $59,756,020 at year end.
Other nonprofits in HIGHLAND PARK
- ONE ACRE FUND EIN 20-3668110 · last filed 990 for 2025
- RAVINIA FESTIVAL ASSOCIATION EIN 36-6002273 · last filed 990 for 2025
- 1111 FOUNDATION EIN 46-1463656 · last filed 990-PF for 2024
- SACKS FAMILY FOUNDATION EIN 36-4053778 · last filed 990-PF for 2025
- AMERICAN ASSOCIATION FOR ACCREDITATION OF AMBULATORY SURGER EIN 36-3180580 · last filed 990 for 2024
- EXMOOR COUNTRY CLUB EIN 36-1054130 · last filed 990 for 2025
- NORTHMOOR COUNTRY CLUB EIN 36-1562080 · last filed 990 for 2025
- BOB OLINK GOLF CLUB EIN 36-0820190 · last filed 990 for 2025