Nonprofit · EIN 82-6769843
SIMEON AND JEAN H LOCKE CHARITABLE FOUNDATION
Tax-exempt (reinstated) · BOYNTON BEACH, FL 33473
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $62,850 | $645,107 | -$582,257 | $3,187,530 | $0 | $3,187,530 |
| December 31, 2023 | 990-PF | $444,853 | $567,889 | -$123,036 | $3,779,787 | $10,000 | $3,769,787 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $3,795
- Interest
- $75,941
- Net gain from sales of assets
- -$16,886
Expenses
- Grants and similar amounts paid
- $587,000
- Compensation of officers, directors and key employees
- $7,170
- Disbursements for charitable purposes
- $598,170
- Excise tax on investment income
- $942
Balance sheet and other
- Total assets, start of year
- $3,779,787
- Total assets, end of year
- $3,187,530
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,187,530
- Fair market value of assets
- $3,154,439
- Qualifying distributions
- $598,170
- Net investment income
- $79,736
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT AXELROD 454 SECOND STREET, BROOKLYN, NY 11215 | TRUSTEE | 2 | $7,170 |
| BRUCE RMATHIAS 10922 CARMELCOVE CIR, BOYNTON BEACH, FL 33473 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE RMATHIAS 10922 CARMELCOVE CIR, BOYNTON BEACH, FL 33473 | TRUSTEE | 2 | $0 |
| ROBERT AXELROD 454 SECOND STREET, BROOKLYN, NY 11215 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 10922 CARMELCOVE CIR, BOYNTON BEACH, FL 33473-7866
- In care of
- % BRUCE MATHIAS
- Signed the 990-PF
- BRUCE MATHIAS, TRUSTEE
- Phone
- (781) 248-2173
- Return prepared by
- BRUCE R MATHIAS 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 | Not 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
- 82-6769843
- 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 (T90)
- Assets (IRS master file)
- $3,187,530
- Income (IRS master file)
- $1,565,326
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- October 20, 2018
- Reinstated
- Effective May 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $62,850 | $645,107 | $3,187,530 | XML |
| 990-PF | December 2023 | $444,853 | $567,889 | $3,779,787 | 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 82-6769843).
Questions about SIMEON AND JEAN H LOCKE CHARITABLE FOUNDATION
- What is the EIN of SIMEON AND JEAN H LOCKE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SIMEON AND JEAN H LOCKE CHARITABLE FOUNDATION is 82-6769843.
- Is SIMEON AND JEAN H LOCKE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective May 15, 2010.
- Are donations to SIMEON AND JEAN H LOCKE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIMEON AND JEAN H LOCKE CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIMEON AND JEAN H LOCKE CHARITABLE FOUNDATION 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 SIMEON AND JEAN H LOCKE CHARITABLE FOUNDATION 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 SIMEON AND JEAN H LOCKE CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $7,170 (ROBERT AXELROD, TRUSTEE).
- How much revenue does SIMEON AND JEAN H LOCKE CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $62,850, expenses of $645,107 and total assets of $3,187,530 at year end.
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