Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 42-1525276

SIMON ESTES IOWA EDUCATIONAL FOUNDATION

Tax-exempt · ANKENY, IA 50023

Financials

$4K$29K2023$3K$83K2024$43K$30K2025
Revenue Expenses · by fiscal year end
Financials of SIMON ESTES IOWA EDUCATIONAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$43,056$29,621$13,435$964,699$0$964,699
December 31, 2024990-PF$3,439$82,561-$79,122$951,264$0$951,264
December 31, 2023990-PF$4,293$28,690-$24,397$1,028,886$0$1,028,886
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$600
Interest
$471
Net gain from sales of assets
$3,083
Other income
$38,902

Expenses

Grants and similar amounts paid
$5,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$27,047

Balance sheet and other

Total assets, start of year
$951,264
Total assets, end of year
$964,699
Total liabilities, end of year
$0
Net assets, end of year
$964,699
Fair market value of assets
$964,699
Qualifying distributions
$269,839
Net investment income
$471

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
SIMON ESTES
3803 NW GREENWOOD LN, ANKENY, IA 500232386
PRESIDENT5$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
SIMON ESTES
3803 NW GREENWOOD LN, ANKENY, IA 500232386
PRESIDENT5$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
SIMON ESTES
3803 NW GREENWOOD LN, ANKENY, IA 500232386
PRESIDENT5$0

Address and contacts

Address (IRS master file)
3803 NW GREENWOOD LN, ANKENY, IA 50023-2386
In care of
% PAUL FERRONE
Mailing address (990-N for 2009)
1004 NE PATCHIN LANE, ANKENY IA 50021
Principal officer (990-N for 2009)
Simon Estes, 117 Saint Andrews Pl, Waverly IA 506779264
Signed the 990-PF
SIMON ESTES, PRESIDENT
Phone
(319) 610-1552
Website
seef.org
Return prepared by
EIDE BAILLY 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
42-1525276
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
2002
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B99)
Assets (IRS master file)
$964,699
Income (IRS master file)
$43,056

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$43,056$29,621$964,699XML
990-PFDecember 2024$3,439$82,561$951,264XML
990-PFDecember 2023$4,293$28,690$1,028,886XML
990-PFDecember 2022–––IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS
990-N for 2009
Officer: Simon Estes
December 31, 2009≤ $50,000 receipts––e-Postcard

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 42-1525276).

Questions about SIMON ESTES IOWA EDUCATIONAL FOUNDATION

What is the EIN of SIMON ESTES IOWA EDUCATIONAL FOUNDATION?
The employer identification number (EIN) of SIMON ESTES IOWA EDUCATIONAL FOUNDATION is 42-1525276.
Is SIMON ESTES IOWA EDUCATIONAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to SIMON ESTES IOWA EDUCATIONAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SIMON ESTES IOWA EDUCATIONAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SIMON ESTES IOWA EDUCATIONAL 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 ESTES IOWA EDUCATIONAL 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 is the principal officer of SIMON ESTES IOWA EDUCATIONAL FOUNDATION?
The 990-N for 2009 names Simon Estes.
Who are the officers and directors of SIMON ESTES IOWA EDUCATIONAL FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does SIMON ESTES IOWA EDUCATIONAL FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $43,056, expenses of $29,621 and total assets of $964,699 at year end.

Other nonprofits in ANKENY

All nonprofits in ANKENY · Iowa · Education