Nonprofit · EIN 85-6164064
SIMON B GOTTLIEB CHARITABLE FOUNDATION
Tax-exempt · ALLSTON, MA 02134
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,029,909 | $920,987 | $108,922 | $1,785,042 | $0 | $1,785,042 |
| December 31, 2024 | 990-PF | $539,649 | $872,285 | -$332,636 | $1,676,120 | $0 | $1,676,120 |
| December 31, 2023 | 990-PF | $1,096,089 | $1,026,361 | $69,728 | $2,008,756 | $0 | $2,008,756 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,000,000
- Dividends
- $22,807
- Interest
- $29
- Net rental income
- $1,039
- Other income
- $6,034
Expenses
- Grants and similar amounts paid
- $908,825
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $908,825
- Excise tax on investment income
- $416
Balance sheet and other
- Total assets, start of year
- $1,676,120
- Total assets, end of year
- $1,785,042
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,785,042
- Fair market value of assets
- $15,719,400
- Qualifying distributions
- $908,825
- Net investment income
- $29,909
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 |
|---|---|---|---|
| SIMON B GOTTLIEB 76 SEATTLE STREET, ALLSTON, MA 02134 | TRUSTEE | 2 | $0 |
| SUZANNE L TOBIN 297 MARKED TREE ROAD, NEEDHAM, MA 02492 | TRUSTEE | 5 | $0 |
| HOWARD S GORDON 25 NORMANDY DRIVE, SUDBURY, MA 01776 | TRUSTEE | 5 | $0 |
| LAWRENCE TOBIN 31 GREENDALE AVE, NEEDHAM, MA 02494 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIMON B GOTTLIEB 76 SEATTLE STREET, ALLSTON, MA 02134 | TRUSTEE | 2 | $0 |
| SUZANNE L TOBIN 297 MARKED TREE ROAD, NEEDHAM, MA 02492 | TRUSTEE | 5 | $0 |
| HOWARD S GORDON 25 NORMANDY DRIVE, SUDBURY, MA 01776 | TRUSTEE | 5 | $0 |
| LAWRENCE TOBIN 31 GREENDALE AVE, NEEDHAM, MA 02494 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIMON B GOTTLIEB 76 SEATTLE STREET, ALLSTON, MA 02134 | TRUSTEE | 2 | $0 |
| SUZANNE L TOBIN 297 MARKED TREE ROAD, NEEDHAM, MA 02492 | TRUSTEE | 5 | $0 |
| HOWARD S GORDON 25 NORMANDY DRIVE, SUDBURY, MA 01776 | TRUSTEE | 5 | $0 |
| LAWRENCE TOBIN 31 GREENDALE AVE, NEEDHAM, MA 02494 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 76 SEATTLE ST, ALLSTON, MA 02134-1245
- In care of
- % SIMON B GOTTLIEB - TRUSTEE
- Signed the 990-PF
- SIMON B GOTTLIEB, TRUSTEE
- Phone
- (617) 262-0691
- Return prepared by
- WALD & COMPANY PC
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
- 85-6164064
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,785,042
- Income (IRS master file)
- $1,029,909
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,029,909 | $920,987 | $1,785,042 | XML |
| 990-PF | December 2024 | $539,649 | $872,285 | $1,676,120 | XML |
| 990-PF | December 2023 | $1,096,089 | $1,026,361 | $2,008,756 | 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 85-6164064).
Questions about SIMON B GOTTLIEB CHARITABLE FOUNDATION
- What is the EIN of SIMON B GOTTLIEB CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SIMON B GOTTLIEB CHARITABLE FOUNDATION is 85-6164064.
- Is SIMON B GOTTLIEB CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to SIMON B GOTTLIEB CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIMON B GOTTLIEB CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIMON B GOTTLIEB CHARITABLE 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 SIMON B GOTTLIEB CHARITABLE 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 SIMON B GOTTLIEB CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SIMON B GOTTLIEB CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,029,909, expenses of $920,987 and total assets of $1,785,042 at year end.
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