Nonprofit · EIN 58-2272273
PAUL S & CAROLYN A SIMON FOUNDATION INC
Tax-exempt · AUGUSTA, GA 30909
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $66,626 | $39,669 | $26,957 | $543,064 | $0 | $543,064 |
| December 31, 2024 | 990-PF | $45,271 | $30,714 | $14,557 | $516,107 | $0 | $516,107 |
| December 31, 2023 | 990-PF | $44,519 | $53,235 | -$8,716 | $462,522 | $0 | $462,522 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $16,452
- Net gain from sales of assets
- $50,174
Expenses
- Grants and similar amounts paid
- $38,400
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $38,400
- Excise tax on investment income
- $926
Balance sheet and other
- Total assets, start of year
- $516,107
- Total assets, end of year
- $543,064
- Total liabilities, end of year
- $0
- Net assets, end of year
- $543,064
- Fair market value of assets
- $876,590
- Qualifying distributions
- $38,400
- Net investment income
- $66,626
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 |
|---|---|---|---|
| PAUL S SIMON 14 HIGHGATE W, AUGUSTA, GA 30909 | PRESIDENT | 0.25 | $0 |
| CAROLYN A SIMON 14 HIGHGATE W, AUGUSTA, GA 30909 | VICE PRESIDENT/SECRETARY | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL S SIMON 14 HIGHGATE W, AUGUSTA, GA 30909 | PRESIDENT | 0.25 | $0 |
| CAROLYN A SIMON 14 HIGHGATE W, AUGUSTA, GA 30909 | VICE PRESIDENT/SECRETARY | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL S SIMON 14 HIGHGATE W, AUGUSTA, GA 30909 | PRESIDENT | 0.25 | $0 |
| CAROLYN A SIMON 14 HIGHGATE W, AUGUSTA, GA 30909 | VICE PRESIDENT/SECRETARY | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 103 WINWARD WAY, AUGUSTA, GA 30909-3161
- In care of
- % PAUL S SIMON
- Signed the 990-PF
- PAUL S SIMON, PRESIDENT
- Phone
- (706) 733-5183
- Return prepared by
- SEROTTA MADDOCKS EVANS & CO
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
- 58-2272273
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $543,064
- Income (IRS master file)
- $147,781
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $66,626 | $39,669 | $543,064 | XML |
| 990-PF | December 2024 | $45,271 | $30,714 | $516,107 | XML |
| 990-PF | December 2023 | $44,519 | $53,235 | $462,522 | 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 58-2272273).
Questions about PAUL S & CAROLYN A SIMON FOUNDATION INC
- What is the EIN of PAUL S & CAROLYN A SIMON FOUNDATION INC?
- The employer identification number (EIN) of PAUL S & CAROLYN A SIMON FOUNDATION INC is 58-2272273.
- Is PAUL S & CAROLYN A SIMON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to PAUL S & CAROLYN A SIMON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL S & CAROLYN A SIMON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL S & CAROLYN A SIMON FOUNDATION INC 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 PAUL S & CAROLYN A SIMON FOUNDATION INC 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 PAUL S & CAROLYN A SIMON FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does PAUL S & CAROLYN A SIMON FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $66,626, expenses of $39,669 and total assets of $543,064 at year end.
Other nonprofits in AUGUSTA
- THE COMMUNITY FOUNDATION FOR THE CSRA EIN 58-2184345 · last filed 990 for 2025
- MASTERS TOURNAMENT FOUNDATION INC EIN 27-4452110 · last filed 990-PF for 2024
- CREEL-HARISON FOUNDATION INC EIN 22-3875267 · last filed 990-PF for 2025
- JESSYE NORMAN SCHOOL OF THE ARTS EIN 31-1776667 · last filed 990 for 2025
- STOREY FOUNDATION INC EIN 58-2305034 · last filed 990-PF for 2025
- HUB FOR COMMUNITY INNOVATION INC EIN 88-3240858 · last filed 990 for 2024
- TUTTLE NEWTON HOME EIN 58-0566249 · last filed 990-PF for 2025
- MILLS FAMILY FOUNDATION INC EIN 58-2357453 · last filed 990-PF for 2025
All nonprofits in AUGUSTA · Georgia · Philanthropy, voluntarism and grantmaking foundations