Nonprofit · EIN 65-6282105
SIDNEY MILTON AND LEOMA SIMON FOUNDATION
Tax-exempt · SUNRISE, FL 33325
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $1,532,563 | $1,209,947 | $322,616 | $12,847,212 | $0 | $12,847,212 |
| May 31, 2025 | 990-PF | $1,575,008 | $1,155,755 | $419,253 | $11,777,948 | $0 | $11,777,948 |
| May 31, 2024 | 990-PF | $1,092,870 | $929,384 | $163,486 | $11,817,673 | $0 | $11,817,673 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $512,750
- Net gain from sales of assets
- $1,019,813
Expenses
- Grants and similar amounts paid
- $848,000
- Compensation of officers, directors and key employees
- $265,536
- Disbursements for charitable purposes
- $917,146
- Excise tax on investment income
- $17,233
Balance sheet and other
- Total assets, start of year
- $11,777,948
- Total assets, end of year
- $12,847,212
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,847,212
- Fair market value of assets
- $21,788,663
- Qualifying distributions
- $917,146
- Net investment income
- $1,532,563
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT O'BRIEN 15 WHITE BIRCH RD, REDDING, CT 06896 | TRUSTEE | 10 | $113,802 |
| TIMOTHY DEVLIN 2401 NW BOCA RATON BLVD, BOCA RATON, FL 33432 | TRUSTEE | 5 | $75,867 |
| KENNETH EDELMAN 1001 W YAMATO RD SUITE 311, BOCA RATON, FL 33431 | TRUSTEE | 5 | $75,867 |
990-PF for the year ended May 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT O'BRIEN 15 WHITE BIRCH RD, REDDING, CT 06896 | TRUSTEE | 10 | $106,425 |
| TIMOTHY DEVLIN 2401 NW BOCA RATON BLVD, BOCA RATON, FL 33432 | TRUSTEE | 5 | $70,950 |
| KENNETH EDELMAN 1001 W YAMATO RD SUITE 311, BOCA RATON, FL 33431 | TRUSTEE | 5 | $70,950 |
990-PF for the year ended May 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT O'BRIEN 15 WHITE BIRCH RD, REDDING, CT 06896 | TRUSTEE | 10 | $74,250 |
| TIMOTHY DEVLIN 2401 NW BOCA RATON BLVD, BOCA RATON, FL 33432 | TRUSTEE | 5 | $49,500 |
| KENNETH EDELMAN 1001 W YAMATO RD SUITE 311, BOCA RATON, FL 33431 | TRUSTEE | 5 | $49,500 |
Address and contacts
- Address (IRS master file)
- 490 SAWGRASS CORPORATE PKWY, SUNRISE, FL 33325-6253
- Signed the 990-PF
- TIMOTHY DEVLIN, TRUSTEE
- Phone
- (561) 953-1506
- Return prepared by
- COHNREZNICK ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6282105
- 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
- 1999
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $11,777,948
- Income (IRS master file)
- $3,330,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $1,532,563 | $1,209,947 | $12,847,212 | XML |
| 990-PF | May 2025 | $1,575,008 | $1,155,755 | $11,777,948 | XML |
| 990-PF | May 2024 | $1,092,870 | $929,384 | $11,817,673 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | 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 65-6282105).
Questions about SIDNEY MILTON AND LEOMA SIMON FOUNDATION
- What is the EIN of SIDNEY MILTON AND LEOMA SIMON FOUNDATION?
- The employer identification number (EIN) of SIDNEY MILTON AND LEOMA SIMON FOUNDATION is 65-6282105.
- Is SIDNEY MILTON AND LEOMA SIMON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to SIDNEY MILTON AND LEOMA SIMON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIDNEY MILTON AND LEOMA SIMON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIDNEY MILTON AND LEOMA SIMON FOUNDATION due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIDNEY MILTON AND LEOMA SIMON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of SIDNEY MILTON AND LEOMA SIMON FOUNDATION?
- The 990-PF for the year ended May 31, 2026 lists 3 people; 3 received compensation from the organization, the highest $113,802 (ROBERT O'BRIEN, TRUSTEE).
- How much revenue does SIDNEY MILTON AND LEOMA SIMON FOUNDATION have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $1,532,563, expenses of $1,209,947 and total assets of $12,847,212 at year end.
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