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Nonprofit · EIN 81-4962342

SIMPKINS LEE FOUNDATION

Tax-exempt · ALBANY, NY 12212

Financials

$170K$241K2024$212K$246K2025
Revenue Expenses · by fiscal year end
Financials of SIMPKINS LEE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$211,565$246,004-$34,439$3,068,931$0$3,068,931
December 31, 2024990-PF$169,670$241,041-$71,371$3,103,383$0$3,103,383
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$126,709
Interest
$2,021
Net gain from sales of assets
$82,835

Expenses

Grants and similar amounts paid
$210,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$216,000
Excise tax on investment income
$2,534

Balance sheet and other

Total assets, start of year
$3,103,383
Total assets, end of year
$3,068,931
Total liabilities, end of year
$0
Net assets, end of year
$3,068,931
Fair market value of assets
$4,267,999
Qualifying distributions
$216,000
Net investment income
$211,565

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
NEIL P SIMPKINS
PO BOX 15201 C/O GS WEALTH SERVICES, ALBANY, NY 122125201
PRESIDENT1$0
MIYOUNG E LEE
PO BOX 15201 C/O GS WEALTH SERVICES, ALBANY, NY 122125201
SECRETARY & TREASURER1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
NEIL P SIMPKINS
C/O AYCO COMPANY PO BOX 15201, ALBANY, NY 122125201
PRESIDENT1$0
MIYOUNG E LEE
C/O AYCO COMPANY PO BOX 15201, ALBANY, NY 122125201
SECRETARY & TREASURER1$0

Address and contacts

Address (IRS master file)
PO BOX 15201, ALBANY, NY 12212-5201
In care of
% C/O ANDERSEN LLC
Signed the 990-PF
NEIL P SIMPKINS, PRESIDENT
Phone
(518) 886-4299
Return prepared by
ANDERSEN TAX 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 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
81-4962342
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
2017
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,068,931
Income (IRS master file)
$537,875

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$211,565$246,004$3,068,931IRS
990-PFDecember 2024$169,670$241,041$3,103,383IRS
990-PFDecember 2023$140,772$639,962$3,189,815IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 81-4962342).

Questions about SIMPKINS LEE FOUNDATION

What is the EIN of SIMPKINS LEE FOUNDATION?
The employer identification number (EIN) of SIMPKINS LEE FOUNDATION is 81-4962342.
Is SIMPKINS LEE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to SIMPKINS LEE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SIMPKINS LEE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SIMPKINS LEE 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 SIMPKINS LEE 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 are the officers and directors of SIMPKINS LEE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does SIMPKINS LEE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $211,565, expenses of $246,004 and total assets of $3,068,931 at year end.

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