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Nonprofit · EIN 92-3175237

SIMON AND SUE KOTARA FAMILY FOUNDATION

Tax-exempt · KARNES CITY, TX 78118

Financials

$52K$522023$1.2M$5K2024$47K$90K2025
Revenue Expenses · by fiscal year end
Financials of SIMON AND SUE KOTARA FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$47,207$90,250-$43,043$1,348,023$0$1,348,023
December 31, 2024990-PF$1,201,293$5,150$1,196,143$1,209,939$0$1,209,939
December 31, 2023990-PF$51,513$52$51,461$51,461$0$51,461
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$25,000
Dividends
$19,934
Interest
$2,066
Other income
$207

Expenses

Grants and similar amounts paid
$77,724
Disbursements for charitable purposes
$78,124
Excise tax on investment income
$141

Balance sheet and other

Total assets, start of year
$1,208,939
Total assets, end of year
$1,348,023
Total liabilities, end of year
$0
Net assets, end of year
$1,348,023
Fair market value of assets
$1,348,023
Qualifying distributions
$78,124
Net investment income
$22,207

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
Sue Kotara
4365 FM 1365, KARNES CITY, TX 78118
Director0$0
Amy Davis
4663 Stoneybrook, COLLEGE STATION, TX 77845
Director0$0
Jessica Pierce
11525 Deer Creek, COLLEGE STATION, TX 77845
Director0$0
Alexander Kotara
4239 FM 1353, KARNES CITY, TX 78118
Director0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Sue Kotara
4365 FM 1365, KARNES CITY, TX 78118
Director0$0
Amy Davis
4663 Stoneybrook, COLLEGE STATION, TX 77845
Director0$0
Jessica Pierce
11525 Deer Creek, COLLEGE STATION, TX 77845
Director0$0
Alexander Kotara
4239 FM 1353, KARNES CITY, TX 78118
Director0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Alexander Kotara
4239 FM 1353, KARNES CITY, TX 78118
Director0$0
Simon Kotara
4365 FM 1365, KARNES CITY, TX 78118
Director0$0
Sue Kotara
4365 FM 1365, KARNES CITY, TX 78118
Director0$0
Amy Davis
4663 Stoneybrook, COLLEGE STATION, TX 77845
Director0$0
Jessica Pierce
11525 Deer Creek, COLLEGE STATION, TX 77845
Director0$0

Address and contacts

Address (IRS master file)
4365 FM 1353, KARNES CITY, TX 78118-5448
In care of
% SIMON KOTARA
Signed the 990-PF
Sue Kotara, Director
Phone
(830) 534-4801
Return prepared by
Dupnick Tax & Financial Svcs 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
92-3175237
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
2023
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Religion-related (X20)
Assets (IRS master file)
$1,348,023
Income (IRS master file)
$47,207

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$47,207$90,250$1,348,023XML
990-PFDecember 2024$1,201,293$5,150$1,209,939IRS
990-PFDecember 2023$51,513$52$51,461XML

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 92-3175237).

Questions about SIMON AND SUE KOTARA FAMILY FOUNDATION

What is the EIN of SIMON AND SUE KOTARA FAMILY FOUNDATION?
The employer identification number (EIN) of SIMON AND SUE KOTARA FAMILY FOUNDATION is 92-3175237.
Is SIMON AND SUE KOTARA FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to SIMON AND SUE KOTARA FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SIMON AND SUE KOTARA FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SIMON AND SUE KOTARA 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 SIMON AND SUE KOTARA 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 SIMON AND SUE KOTARA FAMILY 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 AND SUE KOTARA FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $47,207, expenses of $90,250 and total assets of $1,348,023 at year end.

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