Nonprofit · EIN 54-1922543
SIMON FAMILY FOUNDATION
Tax-exempt · VIRGINIA BCH, VA 23462
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $477,724 | $376,706 | $101,018 | $8,355,750 | $0 | $8,355,750 |
| June 30, 2024 | 990 | $199,160 | $341,187 | -$142,027 | $7,435,299 | $0 | $7,435,299 |
| June 30, 2023 | 990 | $202,843 | $336,413 | -$133,570 | $6,941,316 | $0 | $6,941,316 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $477,724
- Net gain from sales of assets
- $409,267
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $246,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,250
- Program services (functional)
- $246,000
- Management and general (functional)
- $130,706
Balance sheet and other
- Total assets, start of year
- $7,435,299
- Total assets, end of year
- $8,355,750
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,355,750
- Net assets without donor restrictions
- $7,999,194
- Net assets with donor restrictions
- $356,556
- Gross receipts
- $477,724
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1998
- State of legal domicile
- VA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NAOMI SEDEK | SECRETARY Trustee or director, Officer | 1 | $0 | $206,715 | $5,470 |
| JERROLD MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BETTY ANN LEVIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIM FINK | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AMY GOLDBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEN SIMON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRITT SIMON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NAOMI SEDEK | SECRETARY Trustee or director, Officer | 1 | $0 | $189,470 | $5,470 |
| JERROLD MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BETTY ANN LEVIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIM FINK | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AMY GOLDBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEN SIMON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRITT SIMON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NAOMI SEDEK | SECRETARY Trustee or director, Officer | 1 | $0 | $180,450 | $5,157 |
| JERROLD MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BETTY ANN LEVIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIM FINK | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AMY GOLDBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEN SIMON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRITT SIMON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5000 CORPORATE WOODS DR STE 200, VIRGINIA BCH, VA 23462-4429
- In care of
- % SUSAN C ALPER
- Principal officer (990 for 2024)
- NAOMI LIMOR SEDEK, 5000 CORPORATE WOODS DRIVE 200, VIRGINIA BEACH, VA 23462
- Signed the 990
- NAOMI LIMOR SEDEK, SECRETARY/TREASURER
- Phone
- (757) 671-1600
- Return prepared by
- PBMARES LLP
Mission
THE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE TIDEWATER JEWISH FOUNDATION.
Program accomplishments
- THE SIMON FAMILY FOUNDATION'S GRANT-MAKING PROGRAMS ARE ESTABLISHED WITH THE GOAL OF PROVIDING FINANCIAL AND OTHER ASSISTANCE IN SUPPORT OF JEWISH AND NON-JEWISH CHARITABLE CAUSES IN THE FIELDS OF RELIGION, EDUCATION, SCIENCE, INTERGROUP RELATIONS, CIVIC, CULTURAL, HEALTH AND SOCIAL SERVICES. THIS HAS BEEN ACHIEVED BY PROVIDING ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS WITHIN AND WITHOUT THE UNITED STATES, WHILE PROVIDING IDENTIFIABLE BENEFITS FOR THE WELFARE OF THE PEOPLE AND GEOGRAPHIC AREAS OF TIDEWATER, VIRGINIA AND ISRAEL.Expenses $246,000 · grants $246,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 54-1922543
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $8,355,750
- Income (IRS master file)
- $477,724
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $477,724 | $376,706 | $8,355,750 | XML |
| 990 | June 2024 | $199,160 | $341,187 | $7,435,299 | XML |
| 990 | June 2023 | $202,843 | $336,413 | $6,941,316 | XML |
| 990 | June 2022 | $291,954 | $343,322 | $6,592,711 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 54-1922543).
Questions about SIMON FAMILY FOUNDATION
- What is the EIN of SIMON FAMILY FOUNDATION?
- The employer identification number (EIN) of SIMON FAMILY FOUNDATION is 54-1922543.
- 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 (Supporting organization, 50% limit).
- Which annual return does SIMON FAMILY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SIMON FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. 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 for the year ended June 2025.
- Who is the principal officer of SIMON FAMILY FOUNDATION?
- The 990 for the year ended June 30, 2025 names NAOMI LIMOR SEDEK.
- Who are the officers and directors of SIMON FAMILY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SIMON FAMILY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $477,724, expenses of $376,706 and total assets of $8,355,750 at year end.
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