Civic Intelligence

David E Simon & Jacqueline S Simon Charitable Foundation

990PF • Fiscal year 2024 • EIN 14-1859319

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 21, 2025

Organization Profile
PO Box 78394Indianapolis, IN 46278

(317) 636-1600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $50M-$100M nonprofits • Source year 2024

Net Margin

2nd percentile

-139%

Higher net margin than 2% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $50M-$100M nonprofits • Source year 2024

Asset Growth

9th percentile

-6.3%

Faster asset growth than 9% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

19%

Faster revenue growth than 65% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$53,389,039

Down $3,578,178 (-6.3%) from 2023

Net Assets

$53,389,039

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin2nd percentile

Revenue

Up

$2,899,604

Up $461,141 (+19%) from 2023

Expenses

Down

$6,935,601

Down $1,080,730 (-13%) from 2023

Net Income

Up

-$4,035,997

Up $1,541,871 (+28%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $470,578Liabilities 2011: $02011Assets 2012: $1,066,605Liabilities 2012: $02012Assets 2013: $3,955,848Liabilities 2013: $02013Assets 2014: $50,990,235Liabilities 2014: $02014Assets 2015: $52,939,474Liabilities 2015: $02015Assets 2019: $62,678,176Liabilities 2019: $860Net Assets 2019: $62,677,3162019Assets 2020: $64,778,512Liabilities 2020: $5,160Net Assets 2020: $64,773,3522020Assets 2021: $65,788,434Liabilities 2021: $0Net Assets 2021: $65,788,4342021Assets 2022: $61,097,529Liabilities 2022: $0Net Assets 2022: $61,097,5292022Assets 2023: $56,967,217Liabilities 2023: $12023Assets 2024: $53,389,039Liabilities 2024: $0Net Assets 2024: $53,389,0392024

Highlighted filing

2024

Assets$53,389,039
Liabilities$0
Net Assets$53,389,039
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $1,519,855Expenses 2011: $976,227Net Income 2011: $543,6282011Revenue 2012: $1,629,937Expenses 2012: $968,028Net Income 2012: $661,9092012Revenue 2013: $4,100,094Expenses 2013: $1,145,851Net Income 2013: $2,954,2432013Revenue 2014: $50,786,327Expenses 2014: $3,715,606Net Income 2014: $47,070,7212014Revenue 2015: $6,839,151Expenses 2015: $4,634,912Net Income 2015: $2,204,2392015Revenue 2019: $7,627,423Expenses 2019: $2,984,557Net Income 2019: $4,642,8662019Revenue 2020: $4,951,397Expenses 2020: $2,625,869Net Income 2020: $2,325,5282020Revenue 2021: $4,621,489Expenses 2021: $3,208,533Net Income 2021: $1,412,9562021Revenue 2022: $1,641,869Expenses 2022: $4,940,909Net Income 2022: -$3,299,0402022Revenue 2023: $2,438,463Expenses 2023: $8,016,331Net Income 2023: -$5,577,8682023Revenue 2024: $2,899,604Expenses 2024: $6,935,601Net Income 2024: -$4,035,9972024

Highlighted filing

2024

Revenue$2,899,604
Expenses$6,935,601
Net Income-$4,035,997
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID E SIMONTrustee-$0--
JACQUELINE S SIMONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David E Simon & Jacqueline S Simon
EIN
14-1859319
Phone
3176361600
Address
PO BOX 78394, INDIANAPOLIS, IN 46278

Signing Officer

Name
David Simon
Title
Trustee
Phone
3176361600
Signed
2025-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
9365 COUNSELORS ROW SUITE 200, INDIANAPOLIS, IN 46240
Preparer
Patti M Howard CPA
Phone
3175749100
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0THE DAVID E. SIMON & JACQUELINE S. SIMON CHARITABLE FOUNDATION MADE A CONTRIBUTION TO AIPAC WITH THE INTENTION OF SUPPORTING THE ORGANIZATION'S CHARITABLE PURPOSE OF INFORMATION AND MEMBER EDUCATION COMPONENT OF THE 2024 AIPAC CONGRESSIONAL SUMMIT DURING FISCAL YEAR 2024.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1THE DAVID E. SIMON & JACQUELINE S. SIMON CHARITABLE FOUNDATION MADE A CONTRIBUTION TO THE INDIANA INNOVATION COUNCIL, INC. WITH THE INTENTION OF SUPPORTING THE ORGANIZATION'S CHARITABLE PURPOSE OF GENERAL PUBLIC RESEARCH, PUBLIC EDUCATION AND ADMINISTRATIVE COSTS RELATED TO INDIANA POLICY INITIATIVES FOR FISCAL YEAR 2024.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE DAVID E. SIMON & JACQUELINE S. SIMON CHARITABLE FOUNDATION RECEIVED VERIFICATION FROM AIPAC'S CHIEF LEGAL COUNSEL THAT THE ORGANIZATION EXPENDED THE CONTRIBUTION IN FISCAL YEAR 2024 FOR THE INTENDED CHARITABLE PURPOSE TO SUPPORT THE INFORMATION AND MEMBER EDUCATION COMPONENT OF THE 2024 AIPAC CONGRESSIONAL SUMMIT.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1THE DAVID E. SIMON & JACQUELINE S. SIMON CHARITABLE FOUNDATION RECEIVED VERIFICATION FROM THE INDIANA INNOVATION COUNCIL, INC. THAT THE ORGANIZATION EXPENDED THE CONTRIBUTION IN FISCAL YEAR 2024 FOR THE INTENDED CHARITABLE PURPOSE TO SUPPORT THE ORGANIZATION'S GENERAL PUBLIC RESEARCH, PUBLIC EDUCATION AND ADMINISTRATIVE COSTS RELATED TO INDIANA POLICY INITIATIVES FOR FISCAL YEAR 2024.
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt38649480
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt391070502
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt40969529
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt41731791
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt42722361
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt43701630
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt441016677
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt45579022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt46506782
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt47345414
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt49992963
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt501033208
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt521190173
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt53704277
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt54829935
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt55517218
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt56509786
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt57976369
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt58489463
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt59745214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt60773944
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt611046163
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt621021955
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt63875541
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt641018778
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt65662857
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt66483553
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt67958817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0609350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt035,000 UNITS BLACKSTONE MORTGAGE TRUST, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0609350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01953036
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06416
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt032080
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0151644
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06754163
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06754163
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0794924
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01953036
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01953036
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt019734000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0151644
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01962658
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0116297
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0116297
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt033000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06760579
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0142022
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06935601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02104680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02899604
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06416
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0142022
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0181438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02338184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt117244172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1144828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1144828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02345000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117389000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES F6003 - ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES F6003 - LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0151644
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4035997
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0457819
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt053389039
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt056967217
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt053389039
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02747686
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02747686
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02747686
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02774967
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt027281
IRS990PF/DistributableAmountGrp/TotalTaxAmt027281
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt022042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt027281
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt027281
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt027281
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05239
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt022042
IRS990PF/FMVAssetsEOYAmt053389039
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt050409160
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt052666591
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt052666591
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0744450
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0609350
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0609350
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt056967217
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt053389039
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05813607
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0113098
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0113098
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt056967217
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt053389039
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt053389039
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt056967217
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt053389039
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt056967217
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt053389039
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt056344512
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04466558
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt051877954
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0845168
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02774967
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt055499344
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt056344512
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID E SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JACQUELINE S SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09001 COLLINS AVENUE UNITS 411 412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19001 COLLINS AVENUE UNITS 411 412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SURFSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SURFSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt06760579
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt06760579
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,389,039
Liabilities
$0
Net assets
$53,389,039
Revenue
$2,899,604
Expenses
$6,935,601
Net income
-$4,035,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.4$0.00$53.4$2.90$6.94$4.04
2023Summary only. Only limited summary data is available for this year.$57.0$0.00$2.44$8.02$5.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$0.00$61.1$1.64$4.94$3.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.8$0.00$65.8$4.62$3.21$1.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.8$0.01$64.8$4.95$2.63$2.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.7$0.00$62.7$7.63$2.98$4.64
2015Summary only. Only limited summary data is available for this year.$52.9$0.00$6.84$4.63$2.20
2014Summary only. Only limited summary data is available for this year.$51.0$0.00$50.8$3.72$47.1
2013Summary only. Only limited summary data is available for this year.$3.96$0.00$4.10$1.15$2.95
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$1.63$0.97$0.66
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$1.52$0.98$0.54