Nonprofit · EIN 38-3905454
HERBERT SIMON FAMILY FOUNDATION
Tax-exempt · INDIANAPOLIS, IN 46240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $22,734,479 | $14,609,943 | $8,124,536 | $31,104,753 | $0 | $31,104,753 |
| December 31, 2023 | 990-PF | $13,477,682 | $13,662,671 | -$184,989 | $22,985,763 | $0 | $22,985,763 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $21,136,817
- Dividends
- $1,485,424
- Net gain from sales of assets
- $112,238
Expenses
- Grants and similar amounts paid
- $13,698,764
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $14,259,314
- Excise tax on investment income
- $109,693
Balance sheet and other
- Total assets, start of year
- $22,985,763
- Total assets, end of year
- $31,104,753
- Total liabilities, end of year
- $0
- Net assets, end of year
- $31,104,753
- Fair market value of assets
- $45,747,778
- Qualifying distributions
- $14,259,314
- Net investment income
- $7,997,655
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL M SIMON 600 EAST 96TH STREET SUITE 510, INDIANAPOLIS, IN 46240 | PRESIDENT / DIRECTOR | 0.1 | $0 |
| HERBERT SIMON 600 EAST 96TH STREET SUITE 510, INDIANAPOLIS, IN 46240 | CHAIR / DIRECTOR | 0.5 | $0 |
| STEPHEN H SIMON 600 EAST 96TH STREET SUITE 510, INDIANAPOLIS, IN 46240 | DIRECTOR | 0.1 | $0 |
| JENNIFER K SIMON 600 EAST 96TH STREET SUITE 510, INDIANAPOLIS, IN 46240 | DIRECTOR | 0.1 | $0 |
| SARAH M SIMON 600 EAST 96TH STREET SUITE 510, INDIANAPOLIS, IN 46240 | DIRECTOR | 0.1 | $0 |
| ASHER M SIMON 600 EAST 96TH STREET SUITE 510, INDIANAPOLIS, IN 46240 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL M SIMON 600 EAST 96TH STREET SUITE 510, INDIANAPOLIS, IN 46240 | PRESIDENT / DIRECTOR | 0.1 | $0 |
| HERBERT SIMON 600 EAST 96TH STREET SUITE 510, INDIANAPOLIS, IN 46240 | CHAIR / DIRECTOR | 0.5 | $0 |
| STEPHEN H SIMON 600 EAST 96TH STREET SUITE 510, INDIANAPOLIS, IN 46240 | DIRECTOR | 0.1 | $0 |
| JENNIFER K SIMON 600 EAST 96TH STREET SUITE 510, INDIANAPOLIS, IN 46240 | DIRECTOR | 0.1 | $0 |
| SARAH M SIMON 600 EAST 96TH STREET SUITE 510, INDIANAPOLIS, IN 46240 | DIRECTOR | 0.1 | $0 |
| ASHER M SIMON 600 EAST 96TH STREET SUITE 510, INDIANAPOLIS, IN 46240 | DIRECTOR | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 600 E 96TH ST STE 510, INDIANAPOLIS, IN 46240-3842
- In care of
- % HERBERT SIMON
- Signed the 990-PF
- HERBERT SIMON, PRESIDENT / DIRECTOR
- Phone
- (317) 575-2953
- Return prepared by
- KSM BUSINESS SERVICES INC
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 | Not 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
- 38-3905454
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $31,104,753
- Income (IRS master file)
- $55,244,396
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $22,734,479 | $14,609,943 | $31,104,753 | IRS |
| 990-PF | December 2023 | $13,477,682 | $13,662,671 | $22,985,763 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 38-3905454).
Questions about HERBERT SIMON FAMILY FOUNDATION
- What is the EIN of HERBERT SIMON FAMILY FOUNDATION?
- The employer identification number (EIN) of HERBERT SIMON FAMILY FOUNDATION is 38-3905454.
- Is HERBERT SIMON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to HERBERT SIMON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT SIMON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT SIMON FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERBERT 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 2024.
- Who are the officers and directors of HERBERT SIMON FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does HERBERT SIMON FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $22,734,479, expenses of $14,609,943 and total assets of $31,104,753 at year end.
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