Nonprofit · EIN 59-7034786
RICHARD H SIMONS CHARITABLE TRUST ADA SIMONS & ROSE INS AGENCY CH TR
Also known as SIMONS & ROSE INS AGENCY CHAR TR
Tax-exempt · HOLLYWOOD, FL 33021
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $249,009 | $304,261 | -$55,252 | $1,417,371 | $0 | $1,417,371 |
| December 31, 2024 | 990-PF | $136,886 | $307,777 | -$170,891 | $1,472,622 | $0 | $1,472,622 |
| December 31, 2023 | 990-PF | $154,495 | $319,338 | -$164,843 | $1,643,513 | $0 | $1,643,513 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $26,506
- Net gain from sales of assets
- $222,503
Expenses
- Grants and similar amounts paid
- $22,808
- Compensation of officers, directors and key employees
- $204,000
- Salaries, compensation and benefits (total)
- $3,600
- Disbursements for charitable purposes
- $247,972
- Excise tax on investment income
- $2,679
Balance sheet and other
- Total assets, start of year
- $1,472,622
- Total assets, end of year
- $1,417,371
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,417,371
- Fair market value of assets
- $2,470,190
- Qualifying distributions
- $247,972
- Net investment income
- $249,009
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 | Other / benefits |
|---|---|---|---|---|
| ROBERT M KRAMER 4600 SHERIDAN STREET SUITE 305, HOLLYWOOD, FL 33021 | TRUSTEE | 10 | $204,000 | $34,001 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT M KRAMER 4000 HOLLYWOOD BLVD 485 S, HOLLYWOOD, FL 33021 | TRUSTEE | 10 | $204,000 | $34,001 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT M KRAMER 4000 HOLLYWOOD BLVD 485 S, HOLLYWOOD, FL 33021 | TRUSTEE | 10 | $204,000 | $34,001 |
Address and contacts
- Address (IRS master file)
- 4600 SHERIDAN ST STE 305, HOLLYWOOD, FL 33021-3409
- In care of
- % KRAMER
- Signed the 990-PF
- ROBERT M KRAMER, TRUSTEE
- Phone
- (954) 966-2112
- Return prepared by
- ROBERT L WEINER CPA
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
- 59-7034786
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $1,417,371
- Income (IRS master file)
- $367,800
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $249,009 | $304,261 | $1,417,371 | IRS |
| 990-PF | December 2024 | $136,886 | $307,777 | $1,472,622 | IRS |
| 990-PF | December 2023 | $154,495 | $319,338 | $1,643,513 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 59-7034786).
Questions about RICHARD H SIMONS CHARITABLE TRUST ADA SIMONS & ROSE INS AGENCY CH TR
- What is the EIN of RICHARD H SIMONS CHARITABLE TRUST ADA SIMONS & ROSE INS AGENCY CH TR?
- The employer identification number (EIN) of RICHARD H SIMONS CHARITABLE TRUST ADA SIMONS & ROSE INS AGENCY CH TR is 59-7034786.
- Is RICHARD H SIMONS CHARITABLE TRUST ADA SIMONS & ROSE INS AGENCY CH TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to RICHARD H SIMONS CHARITABLE TRUST ADA SIMONS & ROSE INS AGENCY CH TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD H SIMONS CHARITABLE TRUST ADA SIMONS & ROSE INS AGENCY CH TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD H SIMONS CHARITABLE TRUST ADA SIMONS & ROSE INS AGENCY CH TR 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 RICHARD H SIMONS CHARITABLE TRUST ADA SIMONS & ROSE INS AGENCY CH TR 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 RICHARD H SIMONS CHARITABLE TRUST ADA SIMONS & ROSE INS AGENCY CH TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $204,000 (ROBERT M KRAMER, TRUSTEE).
- How much revenue does RICHARD H SIMONS CHARITABLE TRUST ADA SIMONS & ROSE INS AGENCY CH TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $249,009, expenses of $304,261 and total assets of $1,417,371 at year end.
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