Simeon J Fortin Tr Uw

Dallas, TX
Tax-exempt since Aug. 1990
EIN: 22-3047384

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$272k (2024)

Expenses

$165k (2024)

Total Assets

$2.7M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$271,567

Expenses

$165,358

Net Income

$106,209

Net Assets

$2,703,636

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,921	28.0%
Sales of Assets	$195,646	72.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,156	80.5%
Compensation of Officers*	$40,939	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,703,636
Total Liabilities	$0
Net Assets	$2,703,636

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$40,939	$0

990-PF

Filed on March 20, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$99,086

Expenses

$153,014

Net Income

-$53,928

Net Assets

$2,600,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,950	68.6%
Sales of Assets	$23,890	24.1%
Other Income	$7,246	7.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,444	82.0%
Compensation of Officers*	$36,848	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,600,308
Total Liabilities	$0
Net Assets	$2,600,308

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$36,848	$0

990-PF

Filed on March 26, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$73,364

Expenses

$226,479

Net Income

-$299,843

Net Assets

$2,655,197

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,993
Sales of Assets	-$127,357
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,860	81.6%
Compensation of Officers*	$37,544	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,655,197
Total Liabilities	$0
Net Assets	$2,655,197

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$37,544	$0

990-PF

Filed on April 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$605,970

Expenses

$181,424

Net Income

$424,546

Net Assets

$2,954,718

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,462	9.6%
Sales of Assets	$547,508	90.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,471	81.8%
Compensation of Officers*	$40,866	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,954,718
Total Liabilities	$0
Net Assets	$2,954,718

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$40,866	$0

990-PF

Filed on April 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$221,775

Expenses

$171,611

Net Income

$50,164

Net Assets

$2,521,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,691	21.5%
Sales of Assets	$174,084	78.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,115	82.8%
Compensation of Officers*	$35,268	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,521,814
Total Liabilities	$1
Net Assets	$2,521,813

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$35,268	$0

990-PF

Filed on April 22, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$170,166

Expenses

$156,132

Net Income

$14,034

Net Assets

$2,444,243

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,334	37.2%
Sales of Assets	$105,667	62.1%
Other Income	$1,165	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,662	84.3%
Compensation of Officers*	$34,239	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,444,244
Total Liabilities	$1
Net Assets	$2,444,243

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$34,239	$0

990-PF

Filed on April 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$212,572

Expenses

$183,636

Net Income

$28,936

Net Assets

$2,467,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,597	25.2%
Sales of Assets	$158,975	74.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,183	81.8%
Compensation of Officers*	$35,064	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,467,828
Total Liabilities	$0
Net Assets	$2,467,828

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$35,064	$0

990-PF

Filed on April 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$254,078

Expenses

$114,746

Net Income

$139,332

Net Assets

$2,419,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,139	20.5%
Sales of Assets	$201,601	79.3%
Other Income	$338	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,627	79.0%
Compensation of Officers*	$33,564	29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,419,384
Total Liabilities	$0
Net Assets	$2,419,384

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$33,564	$0

990-PF

Filed on April 19, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$24,689

Expenses

$100,837

Net Income

-$76,148

Net Assets

$2,328,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,719	> 100%
Sales of Assets	-$26,030
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,212	75.6%
Compensation of Officers*	$31,288	31.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,328,851
Total Liabilities	$0
Net Assets	$2,328,851

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$31,288	$0

990-PF

Filed on April 4, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$92,729

Expenses

$151,777

Net Income

-$59,048

Net Assets

$2,414,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57,879	62.4%
Dividends	$0
Sales of Assets	$34,784	37.5%
Other Income	$66	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,949	85.0%
Compensation of Officers*	$32,231	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,414,951
Total Liabilities	$0
Net Assets	$2,414,951

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$84,202

Expenses

$223,185

Net Income

-$138,983

Net Assets

$2,476,464

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,909	62.8%
Sales of Assets	$29,582	35.1%
Other Income	$1,711	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,425	83.1%
Compensation of Officers*	$34,590	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,476,464
Total Liabilities	$0
Net Assets	$2,476,464

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$34,590	$0

990-PF

Filed on April 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$114,911

Expenses

$175,323

Net Income

-$60,412

Net Assets

$2,568,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,576	53.6%
Sales of Assets	$53,762	46.8%
Other Income	-$427

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,970	85.0%
Compensation of Officers*	$33,880	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,568,581
Total Liabilities	$0
Net Assets	$2,568,581

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$188,042

Expenses

$145,430

Net Income

$42,612

Net Assets

$2,628,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,528	31.7%
Sales of Assets	$128,464	68.3%
Other Income	$50	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,735	85.1%
Compensation of Officers*	$26,353	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,628,675
Total Liabilities	$0
Net Assets	$2,628,675

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$172,065

Expenses

$138,742

Net Income

$33,323

Net Assets

$2,584,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,049	58.1%
Sales of Assets	$72,016	41.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,638	85.5%
Compensation of Officers*	$24,260	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,584,219
Total Liabilities	$0
Net Assets	$2,584,219

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated March 23, 2026

Simeon J Fortin Tr Uw

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $272k (2024)

Expenses $165k (2024)

Total Assets $2.7M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$272k (2024)

Expenses

$165k (2024)

Total Assets

$2.7M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

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2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

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2001