Kurt & Tessye Simon Fund For Holocust Rememberence

South Bend, IN
Tax-exempt since Sept. 1994
EIN: 35-1925020

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.

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

$36,428

Expenses

$30,263

Net Income

$6,165

Net Assets

$451,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,011	38.5%
Sales of Assets	$22,417	61.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,609	78.0%
Compensation of Officers*	$4,827	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$451,854
Total Liabilities	$0
Net Assets	$451,854

Compensation

Key Employees and Officers	Compensation	Other
1 St Source Bank (Trustee)	$4,827	$0
Mary Fischer (Director)	$0	$0
Sid Shroyer (Director)	$0	$0
Chelly Freel (Director)	$0	$0
Joe Bauer (Director)	$0	$0
Francie Davis (Director)	$0	$0
Terry Tulchonskyi (Treasurer)	$0	$0
Lily Shroyer (Director)	$0	$0
Marjorie Schaeffer (Director)	$0	$0
David Kessler (Director)	$0	$0
Bill Lopatin (Director)	$0	$0
Rabbi Shoshana Kaminsky (Director)	$0	$0
Lou Ann Dobbins (President/Director)	$0	$0

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990-PF

Filed on May 6, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$17,054

Expenses

$31,844

Net Income

-$14,790

Net Assets

$445,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,815	75.1%
Sales of Assets	$4,239	24.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,445	79.9%
Compensation of Officers*	$4,595	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$445,712
Total Liabilities	$0
Net Assets	$445,712

Compensation

Key Employees and Officers	Compensation	Other
1 St Source Bank (Trustee)	$4,595	$0
Mary Fischer (Director)	$0	$0
Sid Shroyer (Director)	$0	$0
Rabbi Karen Companez (Director)	$0	$0
Chelly Freel (Director)	$0	$0
Joe Bauer (President/Director)	$0	$0
Francie Davis (Director)	$0	$0
Terry Tulchonskyi (Treasurer)	$0	$0
Lily Shroyer (Director)	$0	$0
Cathy Blum (Director)	$0	$0
Steve Fredman (Director)	$0	$0
Marjorie Schaeffer (Director)	$0	$0

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990-PF

Filed on May 10, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$16,721

Expenses

$35,063

Net Income

-$18,342

Net Assets

$460,367

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$125	0.7%
Interest Revenue	$0
Dividends	$10,320	61.7%
Sales of Assets	$6,276	37.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,753	76.3%
Compensation of Officers*	$4,750	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$460,367
Total Liabilities	$0
Net Assets	$460,367

Compensation

Key Employees and Officers	Compensation	Other
1 St Source Bank (Trustee)	$4,750	$0
Mary Fischer (Director)	$0	$0
Sid Shroyer (Director)	$0	$0
Rabbi Karen Companez (Director)	$0	$0
Michelle Freel (Director)	$0	$0
Joe Bauer (Director)	$0	$0
Francie Davis (Director)	$0	$0
Natalie Klein (Director)	$0	$0
Zabe Williams (Director)	$0	$0
Pam Rubenstein (Director)	$0	$0
Terry Tulchonskyi (Treasurer)	$0	$0

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990-PF

Filed on April 24, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$62,843

Expenses

$32,684

Net Income

$30,159

Net Assets

$478,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,125	27.3%
Sales of Assets	$45,718	72.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,040	76.6%
Compensation of Officers*	$5,152	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$478,906
Total Liabilities	$0
Net Assets	$478,906

Compensation

Key Employees and Officers	Compensation	Other
1 St Source Bank (Trustee)	$5,152	$0
Mary Fischer (Director)	$0	$0
Sid Shroyer (Director)	$0	$0
Rabbi Karen Companez (Director)	$0	$0
Michelle Freel (Director)	$0	$0
Joe Bauer (Director)	$0	$0
Francie Davis (Director)	$0	$0
Natalie Klein (Director)	$0	$0
Zabe Williams (Director)	$0	$0
Pam Rubenstein (Director)	$0	$0
Terry Tulchonskyi (Treasurer)	$0	$0

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990-PF

Filed on May 11, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$58,703

Expenses

$28,784

Net Income

$29,919

Net Assets

$448,809

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,988	30.6%
Sales of Assets	$40,715	69.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,099	76.8%
Compensation of Officers*	$4,626	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$448,810
Total Liabilities	$1
Net Assets	$448,809

Compensation

Key Employees and Officers	Compensation	Other
1 St Source Bank (Trustee)	$4,626	$0
Mary Fischer (Director)	$0	$0
Sid Shroyer (Director)	$0	$0
Mara Boettcher (Director)	$0	$0
Rabbi Karen Companez (Director)	$0	$0
Michelle Freel (Director)	$0	$0
Joe Bauer (Director)	$0	$0
Francie Davis (Director)	$0	$0
Natalie Klein (Director)	$0	$0
Zabe Williams (Director)	$0	$0
Pam Rubenstein (Director)	$0	$0

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990-PF

Filed on May 3, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$24,024

Expenses

$24,611

Net Income

-$587

Net Assets

$418,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,282	47.0%
Sales of Assets	$12,742	53.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,000	77.2%
Compensation of Officers*	$4,521	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$418,532
Total Liabilities	$1
Net Assets	$418,531

Compensation

Key Employees and Officers	Compensation	Other
1 St Source Bank (Trustee)	$4,521	$0
Mary Fischer (Director)	$0	$0
Sid Shroyer (Director)	$0	$0
Mara Boettcher (Director)	$0	$0
Rabbi Karen Companez (Director)	$0	$0
Michelle Freel (Director)	$0	$0
Joe Bauer (Director)	$0	$0
Francie Davis (Director)	$0	$0
Natalie Klein (Director)	$0	$0
Zabe Williams (Director)	$0	$0
Pam Rubenstein (Director)	$0	$0

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990-PF

Filed on April 30, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$25,590

Expenses

$30,941

Net Income

-$5,351

Net Assets

$419,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,872	38.6%
Sales of Assets	$15,718	61.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,000	80.8%
Compensation of Officers*	$4,284	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$419,039
Total Liabilities	$0
Net Assets	$419,039

Compensation

Key Employees and Officers	Compensation	Other
1 St Source Bank (Trustee)	$4,284	$0
Mary Fischer (Director)	$0	$0
Sid Shroyer (Director)	$0	$0
Mara Boettcher (Director)	$0	$0
Rabbi Karen Companez (Director)	$0	$0
Michelle Freel (Director)	$0	$0
Joe Bauer (Director)	$0	$0
Francie Davis (Director)	$0	$0
Natalie Klein (Director)	$0	$0
Zabe Williams (Director)	$0	$0
Pam Rubenstein (Director)	$0	$0

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990-PF

Filed on May 8, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$15,493

Expenses

$17,538

Net Income

-$2,045

Net Assets

$445,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$141	0.9%
Interest Revenue	$0
Dividends	$9,386	60.6%
Sales of Assets	$5,966	38.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,956	68.2%
Compensation of Officers*	$4,491	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$445,784
Total Liabilities	$0
Net Assets	$445,784

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$119,979

Expenses

$35,651

Net Income

$84,328

Net Assets

$445,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$91,335	76.1%
Interest Revenue	$0
Dividends	$10,284	8.6%
Sales of Assets	$18,360	15.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,242	82.0%
Compensation of Officers*	$4,445	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$445,632
Total Liabilities	$0
Net Assets	$445,632

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$87,621

Expenses

$18,641

Net Income

$68,980

Net Assets

$407,104

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,935	69.5%
Interest Revenue	$0
Dividends	$11,525	13.2%
Sales of Assets	$15,161	17.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,889	74.5%
Compensation of Officers*	$3,449	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$407,104
Total Liabilities	$0
Net Assets	$407,104

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$17,613

Expenses

$19,465

Net Income

-$1,852

Net Assets

$295,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150	0.9%
Interest Revenue	$0
Dividends	$8,634	49.0%
Sales of Assets	$8,829	50.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,251	78.4%
Compensation of Officers*	$3,167	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$295,972
Total Liabilities	$0
Net Assets	$295,972

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$9,267

Expenses

$20,166

Net Income

-$10,899

Net Assets

$297,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$368	4.0%
Interest Revenue	$0
Dividends	$6,968	75.2%
Sales of Assets	$1,931	20.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,787	78.3%
Compensation of Officers*	$3,219	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$297,934
Total Liabilities	$0
Net Assets	$297,934

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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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 April 20, 2026

Kurt & Tessye Simon Fund For Holocust Rememberence

Organization summary

Type of Nonprofit

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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

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

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001