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Ralph And Emily Simon Family Foundation

Simon Emily J Ttee

Organization summary

Type of Nonprofit

Designated as a 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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$68.1k (2023)

Expenses
$45.8k (2023)

Total Assets
$845k (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,127
Expenses
$45,783
Net Income
$22,344
Net Assets
$845,021
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,012
60.2%
Interest Revenue $0
Dividends $13,325
19.6%
Sales of Assets $13,790
20.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,000
85.2%
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 $845,021
Total Liabilities $0
Net Assets $845,021
Compensation
Key Employees and Officers Compensation Other
Laura Klein (Trustee) $0 $0
Delaney Simon (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,180
Expenses
$38,788
Net Income
$19,392
Net Assets
$726,630
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,012
70.5%
Interest Revenue $1
0.0%
Dividends $11,196
19.2%
Sales of Assets $5,971
10.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,000
79.9%
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 $726,630
Total Liabilities $0
Net Assets $726,630
Compensation
Key Employees and Officers Compensation Other
Laura Klein (Trustee) $0 $0
Delaney Simon (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$91,515
Expenses
$53,052
Net Income
$38,463
Net Assets
$892,629
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,012
44.8%
Interest Revenue $1
0.0%
Dividends $6,617
7.2%
Sales of Assets $43,885
48.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,000
84.8%
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 $892,629
Total Liabilities $0
Net Assets $892,629
Compensation
Key Employees and Officers Compensation Other
Laura Klein (Trustee) $0 $0
Delaney Simon (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$70,509
Expenses
$41,945
Net Income
$28,564
Net Assets
$857,808
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,012
58.2%
Interest Revenue $1
0.0%
Dividends $6,021
8.5%
Sales of Assets $23,475
33.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,000
83.4%
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 $857,809
Total Liabilities $1
Net Assets $857,808
Compensation
Key Employees and Officers Compensation Other
Laura Klein (Trustee) $0 $0
Delaney Simon (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$106,168
Expenses
$37,265
Net Income
$68,903
Net Assets
$670,561
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $82,024
77.3%
Interest Revenue $40
0.0%
Dividends $8,090
7.6%
Sales of Assets $16,014
15.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,000
85.9%
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 $670,562
Total Liabilities $1
Net Assets $670,561
Compensation
Key Employees and Officers Compensation Other
Laura Simon (Trustee) $0 $0
Delaney Simon (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$74,680
Expenses
$35,784
Net Income
$38,896
Net Assets
$547,393
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,012
54.9%
Interest Revenue $0
Dividends $9,246
12.4%
Sales of Assets $24,422
32.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,000
83.8%
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 $547,393
Total Liabilities $0
Net Assets $547,393
Compensation
Key Employees and Officers Compensation Other
Laura Simon (Trustee) $0 $0
Delaney Simon (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$149,877
Expenses
$35,354
Net Income
$114,523
Net Assets
$577,863
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,012
27.4%
Interest Revenue $0
Dividends $6,942
4.6%
Sales of Assets $101,923
68.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,000
79.2%
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 $577,863
Total Liabilities $0
Net Assets $577,863
Compensation
Key Employees and Officers Compensation Other
Laura Simon (Trustee) $0 $0
Delaney Simon (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,376
Expenses
$33,919
Net Income
$23,457
Net Assets
$510,419
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,012
71.5%
Interest Revenue $0
Dividends $7,129
12.4%
Sales of Assets $9,235
16.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,000
79.6%
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 $510,419
Total Liabilities $0
Net Assets $510,419
Compensation
Key Employees and Officers Compensation Other
Laura Simon (Trustee) $0 $0
Delaney Simon (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,538
Expenses
$31,316
Net Income
$13,222
Net Assets
$491,327
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,012
92.1%
Interest Revenue $0
Dividends $9,138
20.5%
Sales of Assets -$5,612
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,000
76.6%
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 $491,327
Total Liabilities $0
Net Assets $491,327
Compensation
Key Employees and Officers Compensation Other
Laura Simon (Trustee) $0 $0
Delaney Simon (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,221
Expenses
$32,552
Net Income
$21,669
Net Assets
$490,517
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,012
75.6%
Interest Revenue $0
Dividends $10,790
19.9%
Sales of Assets $2,419
4.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,500
78.3%
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 $490,517
Total Liabilities $0
Net Assets $490,517
Compensation
Key Employees and Officers Compensation Other
Laura Simon (Trustee) $0 $0
Delaney Simon (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,648
Expenses
$28,428
Net Income
$53,220
Net Assets
$469,431
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,012
50.2%
Interest Revenue $0
Dividends $8,647
10.6%
Sales of Assets $31,989
39.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,858
83.9%
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 $469,431
Total Liabilities $0
Net Assets $469,431
Compensation
Key Employees and Officers Compensation Other
Laura Simon (Trustee) $0 $0
Delaney Simon (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,911
Expenses
$24,646
Net Income
$20,265
Net Assets
$387,910
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,012
91.3%
Interest Revenue $410
0.9%
Dividends $7,734
17.2%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,500
83.2%
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 $387,911
Total Liabilities $1
Net Assets $387,910

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,407
Expenses
$22,924
Net Income
$40,483
Net Assets
$344,670
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,012
64.7%
Interest Revenue $987
1.6%
Dividends $8,594
13.6%
Sales of Assets $12,814
20.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,409
84.7%
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 $344,670
Total Liabilities $0
Net Assets $344,670

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

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

Document Links

About This Data

What Is This Data?

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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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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