Nonprofit · EIN 82-2992313
MARGO SIMONS FAMILY FOUNDATION
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $166,105 | $251,941 | -$85,836 | $3,785,284 | $0 | $3,785,284 |
| December 31, 2024 | 990-PF | $739,335 | $149,451 | $589,884 | $3,871,120 | $0 | $3,871,120 |
| December 31, 2023 | 990-PF | $48,222 | $116,436 | -$68,214 | $3,281,236 | $0 | $3,281,236 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $107,660
- Interest
- $37,693
- Net gain from sales of assets
- $20,752
Expenses
- Grants and similar amounts paid
- $210,000
- Disbursements for charitable purposes
- $214,353
- Excise tax on investment income
- $2,046
Balance sheet and other
- Total assets, start of year
- $3,871,120
- Total assets, end of year
- $3,785,284
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,785,284
- Fair market value of assets
- $4,892,394
- Qualifying distributions
- $214,353
- Net investment income
- $166,105
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 |
|---|---|---|---|
| Margo L Simons 1815 Fir Hill Drive, Saint Helena, CA 94576 | President | 0.5 | $0 |
| Elizabeth Emge Fdn Source 501 Silverside Rd, Wilmington, DE 198091377 | Secretary | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Margo L Simons 1815 Fir Hill Drive, Saint Helena, CA 94576 | President | 0.5 | $0 |
| Elizabeth Emge Fdn Source 501 Silverside Rd, Wilmington, DE 198091377 | Secretary | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Margo L Simons 1815 Fir Hill Drive, Saint Helena, CA 94576 | President | 0.5 | $0 |
| Elizabeth Emge Fdn Source 501 Silverside Rd, Wilmington, DE 198091377 | Secretary | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- C/O STIFEL 221 EAST FOURTH STREET 2, CINCINNATI, OH 45202-0000
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- Margo L Simons, President
- Phone
- (415) 218-6045
- Return prepared by
- Trimble Weist Dye & Ezra CPAs
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
- 82-2992313
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,785,284
- Income (IRS master file)
- $545,362
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $166,105 | $251,941 | $3,785,284 | XML |
| 990-PF | December 2024 | $739,335 | $149,451 | $3,871,120 | XML |
| 990-PF | December 2023 | $48,222 | $116,436 | $3,281,236 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 82-2992313).
Questions about MARGO SIMONS FAMILY FOUNDATION
- What is the EIN of MARGO SIMONS FAMILY FOUNDATION?
- The employer identification number (EIN) of MARGO SIMONS FAMILY FOUNDATION is 82-2992313.
- Is MARGO SIMONS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to MARGO SIMONS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGO SIMONS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGO SIMONS FAMILY 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 MARGO SIMONS FAMILY 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 MARGO SIMONS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MARGO SIMONS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $166,105, expenses of $251,941 and total assets of $3,785,284 at year end.
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