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Nonprofit · EIN 36-3585646

THE FRED AND EVE SIMON CHARITABLE FOUNDATION

Tax-exempt · OMAHA, NE 68102

Financials

$124K$1.9M2023$139K$719K2024
Revenue Expenses · by fiscal year end
Financials of THE FRED AND EVE SIMON CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$139,270$719,202-$579,932$244,934$0$244,934
December 31, 2023990-PF$124,347$1,936,943-$1,812,596$815,109$0$815,109
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$6,814
Interest
$4,767
Net gain from sales of assets
$120,139
Other income
$7,550

Expenses

Grants and similar amounts paid
$707,750
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$707,750
Excise tax on investment income
$1,784

Balance sheet and other

Total assets, start of year
$815,109
Total assets, end of year
$244,934
Total liabilities, end of year
$0
Net assets, end of year
$244,934
Fair market value of assets
$245,637
Qualifying distributions
$707,750
Net investment income
$139,270

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 / weekCompensation
EVE SIMON
11030 O STREET, OMAHA, NE 68137
PRESIDENT5$0
TODD D SIMON
11030 O STREET, OMAHA, NE 68137
SECRETARY & TREASURER5$0
RICHARD ORTEGA
202 SCHOOLHOUSE LANE, GLEN MILLS, PA 19342
DIRECTOR5$0
STEPHEN R BLOCH
444 REGENCY PARKWAY DR, OMAHA, NE 68114
DIRECTOR5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
EVE SIMON
11030 O STREET, OMAHA, NE 68137
PRESIDENT5$0
TODD D SIMON
11030 O STREET, OMAHA, NE 68137
SECRETARY & TREASURER5$0
RICHARD ORTEGA
202 SCHOOLHOUSE LANE, GLEN MILLS, PA 19342
DIRECTOR5$0
STEPHEN R BLOCH
444 REGENCY PARKWAY DR, OMAHA, NE 68114
DIRECTOR5$0

Address and contacts

Address (IRS master file)
1308 JACKSON ST STE 614, OMAHA, NE 68102-1662
Signed the 990-PF
TODD D SIMON, TREASURER
Phone
(402) 597-8132
Return prepared by
LUTZ AND 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 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
36-3585646
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
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$244,934
Income (IRS master file)
$598,437

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$139,270$719,202$244,934XML
990-TDecember 2024–––IRS
990-PFDecember 2023$124,347$1,936,943$815,109XML
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 36-3585646).

Questions about THE FRED AND EVE SIMON CHARITABLE FOUNDATION

What is the EIN of THE FRED AND EVE SIMON CHARITABLE FOUNDATION?
The employer identification number (EIN) of THE FRED AND EVE SIMON CHARITABLE FOUNDATION is 36-3585646.
Is THE FRED AND EVE SIMON CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to THE FRED AND EVE SIMON CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE FRED AND EVE SIMON CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE FRED AND EVE SIMON 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 THE FRED AND EVE SIMON 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 THE FRED AND EVE SIMON CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does THE FRED AND EVE SIMON CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $139,270, expenses of $719,202 and total assets of $244,934 at year end.

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