Lucille Ellis Simon Foundation

Santa Monica, CA
Tax-exempt since Sept. 1963
EIN: 95-6035906

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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

$961k (2024)

Expenses

$719k (2024)

Total Assets

$12.2M (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

$961,278

Expenses

$719,195

Net Income

$242,083

Net Assets

$12,229,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$81,453	8.5%
Dividends	$165,210	17.2%
Sales of Assets	$713,810	74.3%
Other Income	$805	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$578,657	80.5%
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	$12,229,997
Total Liabilities	$0
Net Assets	$12,229,997

Compensation

Key Employees and Officers	Compensation	Other
Pamela Simon Jensen (Pres/Director)	$0	$0
Eric Simon (Vice Pres/Director)	$0	$0
Douglas Simon (Secretary/Director)	$0	$0
William E Greaney (Treasurer)	$0	$0

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990-PF

Filed on Nov. 12, 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

$562,850

Expenses

$703,549

Net Income

-$140,699

Net Assets

$11,366,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$67,080	11.9%
Dividends	$143,115	25.4%
Sales of Assets	$350,489	62.3%
Other Income	$2,166	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$564,573	80.2%
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	$11,366,671
Total Liabilities	$0
Net Assets	$11,366,671

Compensation

Key Employees and Officers	Compensation	Other
Pamela Simon Jensen (Chair/Director)	$0	$0
Eric Simon (Pres/Director)	$0	$0
Douglas Simon (Chair/Director)	$0	$0
William E Greaney (Treasurer)	$0	$0

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990-PF

Filed on Nov. 12, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$1,125,453

Expenses

$638,541

Net Income

$486,912

Net Assets

$10,323,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48,025	4.3%
Dividends	$139,243	12.4%
Sales of Assets	$938,185	83.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$524,400	82.1%
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	$10,323,363
Total Liabilities	$0
Net Assets	$10,323,363

Compensation

Key Employees and Officers	Compensation	Other
Pamela Simon Jensen (Chair/Director)	$0	$0
Eric Simon (Pres/Director)	$0	$0
Douglas Simon (Chair/Director)	$0	$0
William E Greaney (Treasurer)	$0	$0

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990-PF

Filed on Nov. 13, 2023

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

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$796,518

Expenses

$725,268

Net Income

$71,250

Net Assets

$11,927,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48,816	6.1%
Dividends	$123,813	15.5%
Sales of Assets	$623,889	78.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$615,759	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	$11,927,232
Total Liabilities	$0
Net Assets	$11,927,232

Compensation

Key Employees and Officers	Compensation	Other
Pamela Simon Jensen (Chair/Director)	$0	$0
Eric Simon (Pres/Director)	$0	$0
Douglas Simon (Chair/Director)	$0	$0
William E Greaney (Treasurer)	$0	$0

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990-PF

Filed on Nov. 9, 2022

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.
2020

Revenue

$580,241

Expenses

$501,579

Net Income

$78,662

Net Assets

$10,843,546

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$79,196	13.6%
Dividends	$127,540	22.0%
Sales of Assets	$373,505	64.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$407,236	81.2%
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	$10,843,547
Total Liabilities	$1
Net Assets	$10,843,546

Compensation

Key Employees and Officers	Compensation	Other
Pamela Simon Jensen (Chair/Director)	$0	$0
Eric Simon (Pres/Director)	$0	$0
Douglas Simon (Chair/Director)	$0	$0
William E Greaney (Treas/Director)	$0	$0

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990-PF

Filed on Nov. 9, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

-$24,093

Expenses

$598,100

Net Income

-$622,193

Net Assets

$10,285,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$81,120
Dividends	$131,804
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$492,385	82.3%
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	$10,285,054
Total Liabilities	$1
Net Assets	$10,285,053

Compensation

Key Employees and Officers	Compensation	Other
Pamela Simon Jensen (Chairwoman)	$0	$0
Eric Simon (President)	$0	$0
Douglas Simon (Chairman)	$0	$0
William E Greaney (Treasurer)	$0	$0

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990-PF

Filed on Nov. 9, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$594,644

Expenses

$594,805

Net Income

-$161

Net Assets

$9,286,055

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$90,485	15.2%
Dividends	$117,068	19.7%
Sales of Assets	$387,091	65.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$466,532	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	$9,286,055
Total Liabilities	$0
Net Assets	$9,286,055

Compensation

Key Employees and Officers	Compensation	Other
Donald Simon (Chairman)	$0	$0
Pamela Simon Jensen (Chairwoman)	$0	$0
Eric Simon (President)	$0	$0
Douglas Simon (Chairman)	$0	$0
William E Greaney (Treasurer)	$0	$0

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990-PF

Filed on Nov. 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$3,002,563

Expenses

$612,232

Net Income

$2,390,331

Net Assets

$10,575,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$99,118	3.3%
Dividends	$184,490	6.1%
Sales of Assets	$2,718,955	90.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$503,151	82.2%
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	$10,575,941
Total Liabilities	$0
Net Assets	$10,575,941

Compensation

Key Employees and Officers	Compensation	Other
Donald Simon (Chairman)	$0	$0
Pamela Simon Jensen (Chairwoman)	$0	$0
Eric Simon (Vice President)	$0	$0
Douglas Simon (President)	$0	$0
William E Greaney (Treasurer)	$0	$0

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990-PF

Filed on Nov. 13, 2018

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

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PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$1,561,538

Expenses

$601,657

Net Income

$959,881

Net Assets

$9,875,837

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$71,351	4.6%
Dividends	$173,466	11.1%
Sales of Assets	$1,316,721	84.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$508,700	84.5%
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	$9,875,837
Total Liabilities	$0
Net Assets	$9,875,837

Compensation

Key Employees and Officers	Compensation	Other
Donald Simon (Chairman)	$0	$0
Pamela Simon Jensen (President)	$0	$0
Eric Simon (Vice President)	$0	$0
Douglas Simon (Vice President)	$0	$0
William E Greaney (Treasurer)	$0	$0

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990-PF

Filed on Nov. 8, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$276,691

Expenses

$560,885

Net Income

-$284,194

Net Assets

$9,852,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$70,311	25.4%
Dividends	$189,787	68.6%
Sales of Assets	$16,593	6.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$466,792	83.2%
Compensation of Officers*	$567	0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,852,986
Total Liabilities	$0
Net Assets	$9,852,986

Compensation

Key Employees and Officers	Compensation	Other
William E Greaney (Treasurer)	$567	$0
Donald Simon (Chairman)	$0	$0
Pamela Simon Jensen (President)	$0	$0
Eric Simon (Vice President)	$0	$0
Douglas Simon (Vice President)	$0	$0

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990-PF

Filed on May 11, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$237,827

Expenses

$544,303

Net Income

-$306,476

Net Assets

$10,160,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$56,908	23.9%
Dividends	$161,861	68.1%
Sales of Assets	$19,058	8.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$450,026	82.7%
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	$10,160,571
Total Liabilities	$0
Net Assets	$10,160,571

Compensation

Key Employees and Officers	Compensation	Other
Jerome H Craig Esq (Treasurer/Secr.)	$0	$0
Douglas Simon (Vice President)	$0	$0
Pamela Simon Jensen (Vice President)	$0	$0
Eric Simon (Vice President)	$0	$0
Donald Simon (President)	$0	$0

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990-PF

Filed on March 26, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$211,538

Expenses

$550,959

Net Income

-$339,421

Net Assets

$9,849,026

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$63,193	29.9%
Dividends	$142,444	67.3%
Sales of Assets	$5,901	2.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$456,111	82.8%
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	$9,849,026
Total Liabilities	$0
Net Assets	$9,849,026

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$253,383

Expenses

$492,036

Net Income

-$238,653

Net Assets

$8,555,567

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$75,582	29.8%
Dividends	$174,510	68.9%
Sales of Assets	$3,291	1.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$414,523	84.2%
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	$8,555,567
Total Liabilities	$0
Net Assets	$8,555,567

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$199,209

Expenses

$484,984

Net Income

-$285,775

Net Assets

$8,159,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$75,956	38.1%
Dividends	$127,206	63.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$407,385	84.0%
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	$8,159,530
Total Liabilities	$0
Net Assets	$8,159,530

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

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Updated March 23, 2026

Lucille Ellis Simon Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $961k (2024)

Expenses $719k (2024)

Total Assets $12.2M (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

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

Document Links

990-PF

Revenue

$961k (2024)

Expenses

$719k (2024)

Total Assets

$12.2M (2024)

Total Liabilities

$0 (2024)

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.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001