Simons Family Foundation

Houston, TX
Tax-exempt since July 2011
EIN: 35-2412935

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$35.7k (2023)

Expenses

$101k (2023)

Total Assets

$868k (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$35,657

Expenses

$101,031

Net Income

-$65,374

Net Assets

$867,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,536	4.3%
Dividends	$24,305	68.2%
Sales of Assets	-$5,945
Other Income	$15,761	44.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,000	90.1%
Compensation of Officers*	$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	$867,810
Total Liabilities	$0
Net Assets	$867,810

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Simons (Director/Secretary)	$0	$0
Justin Simons (Director/President/Treasur)	$0	$0
Caroline Simons (Director)	$0	$0

990-PF

Filed on Nov. 14, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$41,645

Expenses

$62,248

Net Income

-$20,603

Net Assets

$933,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.1%
Dividends	$18,975	45.6%
Sales of Assets	$1,049	2.5%
Other Income	$21,586	51.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,000	91.6%
Compensation of Officers*	$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	$933,184
Total Liabilities	$0
Net Assets	$933,184

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Simons (Director/Secretary)	$0	$0
Justin Simons (Director/President/Treasur)	$0	$0
Caroline Simons (Director)	$0	$0

990-PF

Filed on Nov. 15, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$84,191

Expenses

$87,024

Net Income

-$2,833

Net Assets

$953,787

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	29.7%
Interest Revenue	$7	0.0%
Dividends	$19,050	22.6%
Sales of Assets	$21,055	25.0%
Other Income	$19,079	22.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,000	88.5%
Compensation of Officers*	$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	$953,971
Total Liabilities	$184
Net Assets	$953,787

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Simons (Director/Secretary)	$0	$0
Justin Simons (Director/President/Treasur)	$0	$0
Caroline Simons (Director)	$0	$0

990-PF

Filed on Nov. 9, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$45,576

Expenses

$89,161

Net Income

-$43,585

Net Assets

$956,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19	0.0%
Dividends	$22,145	48.6%
Sales of Assets	$10,323	22.7%
Other Income	$13,089	28.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,000	89.7%
Compensation of Officers*	$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	$956,620
Total Liabilities	$1
Net Assets	$956,619

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Simons (Director/Secretary)	$0	$0
Justin Simons (Director/President/Treasur)	$0	$0
Caroline Simons (Director)	$0	$0

990-PF

Filed on Nov. 15, 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

$129,736

Expenses

$110,491

Net Income

$19,245

Net Assets

$1,000,204

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	23.1%
Interest Revenue	$23	0.0%
Dividends	$26,159	20.2%
Sales of Assets	$71,165	54.9%
Other Income	$2,389	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,500	94.6%
Compensation of Officers*	$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	$1,000,205
Total Liabilities	$1
Net Assets	$1,000,204

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Simons (Director/Secretary)	$0	$0
Justin Simons (Director/President/Treasur)	$0	$0
Caroline Simons (Director)	$0	$0

990-PF

Filed on Nov. 16, 2020

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$46,128

Expenses

$80,604

Net Income

-$34,476

Net Assets

$980,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	21.7%
Interest Revenue	$6	0.0%
Dividends	$21,992	47.7%
Sales of Assets	$11,137	24.1%
Other Income	$2,993	6.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,500	89.9%
Compensation of Officers*	$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	$980,960
Total Liabilities	$0
Net Assets	$980,960

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Simons (Director/Secretary)	$0	$0
Justin Simons (Director/President/Treasur)	$0	$0
Caroline Simons (Director)	$0	$0

990-PF

Filed on Nov. 15, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$26,024

Expenses

$78,988

Net Income

-$52,964

Net Assets

$1,015,436

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.1%
Dividends	$17,982	69.1%
Sales of Assets	$5,036	19.4%
Other Income	$2,979	11.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,000	97.5%
Compensation of Officers*	$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	$1,015,436
Total Liabilities	$0
Net Assets	$1,015,436

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Simons (Director/Secretary)	$0	$0
Justin Simons (Director/President/Treasur)	$0	$0
Caroline Simons (Director)	$0	$0

990-PF

Filed on Nov. 15, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$45,947

Expenses

$66,161

Net Income

-$20,214

Net Assets

$1,068,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	43.5%
Interest Revenue	$52	0.1%
Dividends	$11,380	24.8%
Sales of Assets	$11,974	26.1%
Other Income	$2,541	5.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,500	82.4%
Compensation of Officers*	$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	$1,068,400
Total Liabilities	$0
Net Assets	$1,068,400

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Simons (Director/Secretary)	$0	$0
Justin Simons (Director/President/Treasur)	$0	$0
Caroline Simons (Director)	$0	$0

990-PF

Filed on Jan. 26, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2015

Revenue

$310,558

Expenses

$55,327

Net Income

$255,231

Net Assets

$1,088,614

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	3.2%
Interest Revenue	$119	0.0%
Dividends	$17,178	5.5%
Sales of Assets	$254,065	81.8%
Other Income	$29,196	9.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,000	84.9%
Compensation of Officers*	$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	$1,088,614
Total Liabilities	$0
Net Assets	$1,088,614

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Simons (Director/Secretary)	$0	$0
Justin Simons (Director/President/Treasur)	$0	$0
Caroline Simons (Director)	$0	$0

990-PF

Filed on Nov. 15, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$105,602

Expenses

$51,371

Net Income

$54,231

Net Assets

$833,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$82	0.1%
Interest Revenue	$181	0.2%
Dividends	$38,794	36.7%
Sales of Assets	$48,279	45.7%
Other Income	$18,266	17.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,000	79.8%
Compensation of Officers*	$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	$831,683
Total Liabilities	-$1,700
Net Assets	$833,383

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Simons (Director/Secretary)	$0	$0
Justin Simons (Director/President/Treasurer)	$0	$0
Caroline Simons (Director)	$0	$0

990-PF

Filed on Nov. 16, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$148,444

Expenses

$35,695

Net Income

$112,749

Net Assets

$779,152

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$36,951	24.9%
Interest Revenue	$242	0.2%
Dividends	$24,221	16.3%
Sales of Assets	$94,006	63.3%
Other Income	-$6,976

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,000	78.4%
Compensation of Officers*	$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	$779,152
Total Liabilities	$0
Net Assets	$779,152

Compensation

Key Employees and Officers	Compensation	Other
Suzanne Simons (Director/Secretary)	$0	$0
Justin Simons (Director/President/Treasur)	$0	$0
Caroline Simons (Director)	$0	$0

990-PF

Filed on Sept. 10, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$41,446

Expenses

$96,209

Net Income

-$54,763

Net Assets

$666,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,000	29.0%
Interest Revenue	$90	0.2%
Dividends	$26,959	65.0%
Sales of Assets	$13,145	31.7%
Other Income	-$10,748

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,500	92.0%
Compensation of Officers*	$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	$666,403
Total Liabilities	$1
Net Assets	$666,402

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$806,612

Expenses

$69,257

Net Income

$737,355

Net Assets

$709,302

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$840,399	> 100%
Interest Revenue	$0
Dividends	$3,200	0.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,000	86.6%
Compensation of Officers*	$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	$709,303
Total Liabilities	$1
Net Assets	$709,302

990-PF

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

PDF

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Simons Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $35.7k (2023)

Expenses $101k (2023)

Total Assets $868k (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

Compensation

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$35.7k (2023)

Expenses

$101k (2023)

Total Assets

$868k (2023)

Total Liabilities

$0 (2023)

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