Nonprofit · EIN 30-0125798
DEBORAH JOY SIMON FOUNDATION
Tax-exempt · CARMEL, IN 46032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $39,688,086 | $16,818,529 | $22,869,557 | $86,406,781 | $0 | $86,406,781 |
| December 31, 2023 | 990-PF | $5,157,117 | $12,512,308 | -$7,355,191 | $56,379,296 | $0 | $56,379,296 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $794,924
- Dividends
- $1,842,068
- Net gain from sales of assets
- $37,040,995
- Other income
- $10,099
Expenses
- Grants and similar amounts paid
- $16,433,334
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $16,440,601
- Excise tax on investment income
- $536,071
Balance sheet and other
- Total assets, start of year
- $56,379,296
- Total assets, end of year
- $86,406,781
- Total liabilities, end of year
- $0
- Net assets, end of year
- $86,406,781
- Fair market value of assets
- $86,406,781
- Qualifying distributions
- $16,440,601
- Net investment income
- $38,893,162
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 |
|---|---|---|---|
| DEBORAH JOY SIMON 950 LAURELWOOD, CARMEL, IN 46032 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH JOY SIMON 950 LAURELWOOD, CARMEL, IN 46032 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 950 LAURELWOOD, CARMEL, IN 46032-8738
- In care of
- % DEBORAH J SIMON
- Signed the 990-PF
- DEBORAH SIMON, TRUSTEE
- Phone
- (317) 636-1600
- Return prepared by
- CLIFTONLARSONALLEN 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 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
- 30-0125798
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $86,406,781
- Income (IRS master file)
- $79,587,974
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $39,688,086 | $16,818,529 | $86,406,781 | XML |
| 990-PF | December 2023 | $5,157,117 | $12,512,308 | $56,379,296 | 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 30-0125798).
Questions about DEBORAH JOY SIMON FOUNDATION
- What is the EIN of DEBORAH JOY SIMON FOUNDATION?
- The employer identification number (EIN) of DEBORAH JOY SIMON FOUNDATION is 30-0125798.
- Is DEBORAH JOY SIMON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to DEBORAH JOY SIMON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DEBORAH JOY SIMON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DEBORAH JOY SIMON 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 DEBORAH JOY SIMON 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 DEBORAH JOY SIMON FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does DEBORAH JOY SIMON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $39,688,086, expenses of $16,818,529 and total assets of $86,406,781 at year end.
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