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Nonprofit · EIN 82-3971316

SIMONE CHARITABLE FOUNDATION INC

Tax-exempt · SCOTTSDALE, AZ 85258

Financials

$6.6M$8.9M2023$11.7M$8.3M2024
Revenue Expenses · by fiscal year end
Financials of SIMONE CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$11,687,523$8,316,424$3,371,099$115,229,907$11,168,324$104,061,583
December 31, 2023990-PF$6,599,284$8,876,064-$2,276,780$109,446,188$11,824,185$97,622,003
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,916,453
Net rental income
-$521,687
Net gain from sales of assets
$7,675,668

Expenses

Grants and similar amounts paid
$4,752,444
Compensation of officers, directors and key employees
$581,576
Salaries, compensation and benefits (total)
$69,692
Disbursements for charitable purposes
$5,130,208
Excise tax on investment income
$61,197

Balance sheet and other

Total assets, start of year
$109,446,188
Total assets, end of year
$115,229,907
Total liabilities, end of year
$11,168,324
Net assets, end of year
$104,061,583
Fair market value of assets
$106,942,181
Qualifying distributions
$5,130,208
Net investment income
$6,029,102

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, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MARK GRAYSON
8800 E GAINEY CENTER DR 160, SCOTTSDALE, AZ 85258
PRESIDENT40$359,414$19,765
CURT CHRISTENSEN
8800 E GAINEY CENTER DR 160, SCOTTSDALE, AZ 85258
TREASURER40$190,941$11,456
KIMBERLY RILEY
8800 E GAINEY CENTER DR 160, SCOTTSDALE, AZ 85258
ADMIN ASSISTANT
Highest-paid employee
40$66,676$4,001
JAMES GEAVES
8800 E GAINEY CENTER DR 160, SCOTTSDALE, AZ 85258
DIRECTOR2$0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensationOther / benefits
MARK GRAYSON
8800 E GAINEY CENTER DR 160, SCOTTSDALE, AZ 85258
PRESIDENT40$345,586$20,735
CURT CHRISTENSEN
8800 E GAINEY CENTER DR 160, SCOTTSDALE, AZ 85258
TREASURER40$183,598$11,016
KIMBERLY RILEY
8800 E GAINEY CENTER DR 160, SCOTTSDALE, AZ 85258
ADMIN ASSISTANT
Highest-paid employee
40$64,075$3,699
JAMES GEAVES
8800 E GAINEY CENTER DR 160, SCOTTSDALE, AZ 85258
DIRECTOR2$0$0

Address and contacts

Address (IRS master file)
8800 N GAINEY CENTER DR STE 160, SCOTTSDALE, AZ 85258-2122
Signed the 990-PF
CURT CHRISTENSEN, TREASURER
Phone
(480) 948-8161
Return prepared by
EIDE BAILLY LLP

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
82-3971316
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
Assets (IRS master file)
$115,229,907
Income (IRS master file)
$64,401,244

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$11,687,523$8,316,424$115,229,907XML
990-TDecember 2024–––IRS
990-PFDecember 2023$6,599,284$8,876,064$109,446,188XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 82-3971316).

Questions about SIMONE CHARITABLE FOUNDATION INC

What is the EIN of SIMONE CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of SIMONE CHARITABLE FOUNDATION INC is 82-3971316.
Is SIMONE CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to SIMONE CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SIMONE CHARITABLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SIMONE CHARITABLE FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SIMONE CHARITABLE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SIMONE CHARITABLE FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 3 received compensation from the organization, the highest $359,414 (MARK GRAYSON, PRESIDENT).
How much revenue does SIMONE CHARITABLE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $11,687,523, expenses of $8,316,424 and total assets of $115,229,907 at year end.

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