Civic Intelligence

Richard H Simons Charitable Trust Ada Simons & Rose Ins Agency Ch Tr

990PF • Fiscal year 2020 • EIN 59-7034786

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 14, 2021

Organization Profile

View Organization Page

4000 HOLLYWOOD BLVD Room 485 SOUTHHollywood, FL 33021

(954) 966-2112

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

7th percentile

-106%

Higher net margin than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

94th percentile

$238,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 139.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

12th percentile

-7.2%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

381%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,345,231

Down $181,686 (-7.2%) from 2019

Net Assets

$2,345,231

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Up

$170,692

Up $135,191 (+381%) from 2019

Expenses

Up

$352,383

Up $12,942 (+3.8%) from 2019

Net Income

Up

-$181,691

Up $122,249 (+40%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,980,899Liabilities 2011: $02011Assets 2012: $3,746,608Liabilities 2012: $02012Assets 2013: $3,547,563Liabilities 2013: $02013Assets 2014: $3,366,070Liabilities 2014: $02014Assets 2015: $3,137,590Liabilities 2015: $02015Assets 2019: $2,526,917Liabilities 2019: $02019Assets 2020: $2,345,231Liabilities 2020: $0Net Assets 2020: $2,345,2312020Assets 2021: $2,056,560Liabilities 2021: $0Net Assets 2021: $2,056,5602021Assets 2022: $1,808,356Liabilities 2022: $0Net Assets 2022: $1,808,3562022Assets 2023: $1,643,513Liabilities 2023: $12023Assets 2024: $1,472,622Liabilities 2024: $0Net Assets 2024: $1,472,6222024

Highlighted filing

2020

Assets$2,345,231
Liabilities$0
Net Assets$2,345,231
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $370,331Expenses 2011: $417,128Net Income 2011: -$46,7972011Revenue 2012: $145,718Expenses 2012: $376,889Net Income 2012: -$231,1712012Revenue 2013: $181,088Expenses 2013: $379,246Net Income 2013: -$198,1582013Revenue 2014: $205,976Expenses 2014: $384,942Net Income 2014: -$178,9662014Revenue 2015: $150,416Expenses 2015: $377,177Net Income 2015: -$226,7612015Revenue 2019: $35,501Expenses 2019: $339,441Net Income 2019: -$303,9402019Revenue 2020: $170,692Expenses 2020: $352,383Net Income 2020: -$181,6912020Revenue 2021: $26,329Expenses 2021: $314,998Net Income 2021: -$288,6692021Revenue 2022: $67,023Expenses 2022: $315,229Net Income 2022: -$248,2062022Revenue 2023: $154,495Expenses 2023: $319,338Net Income 2023: -$164,8432023Revenue 2024: $136,886Expenses 2024: $307,777Net Income 2024: -$170,8912024

Highlighted filing

2020

Revenue$170,692
Expenses$352,383
Net Income-$181,691
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 14, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT M KRAMERTrusteePT$204,000$34,000$238,000
Filing and Contact Details

Filer

Filer Name
Richard H Simons Charitable Trust
EIN
59-7034786
Phone
9549662112
Address
4000 HOLLYWOOD BLVD Room 485 SOUTH, HOLLYWOOD, FL 33021

Signing Officer

Name
Robert Kramer
Title
Trustee
Phone
9549662112
Signed
2021-07-14
Discuss with paid preparer
No

Preparer

Firm
Robert L Weiner CPA
Address
P O BOX 39756, FORT LAUDERDALE, FL 33339-9756
Preparer
Robert L Weiner
Phone
9545612040
Raw XML Appendix298 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/Amt07500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ROBERT L. WEINER CPA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01500
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NOT APPLICABLE
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt036476
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt09417
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0221928
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt055481
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0277409
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-181691
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02345231
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02526917
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02345231
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0146004
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0146004
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0146004
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0146004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0907863
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02526917
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02345231
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0161386
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0485838
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02526917
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02964553
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0517831
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02446722
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt044468
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0146004
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02920085
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0204000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt034000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT M KRAMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04000 HOLLYWOOD BLVD 485 S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOLLYWOOD
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0296902
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0296902
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0296902
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04000 HOLLYWOOD BOULEVARD 485 S
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOLLYWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033021
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09549662112
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt327930
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt722820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ANTI DEFAMATION LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BAPTIST HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOYS AND GIRLS CLUBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FAIRCHILD TROPICAL GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GREATER MIAMI JEWISH FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SOUTH FLORIDA PBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SQUAD UP SOBEWWW-BENEFITS-FIU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7UNITED WAY OF MIAMI DADE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53401 S CONGRESS AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733129
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt074974
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0NOT APPLICABLE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0146004
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0146004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0130824
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0154070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0159081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0162177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0161173
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0161173
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0757050
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0150898
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0130824
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0154070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0159081
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0162177
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0296902
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0150898
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0918223
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0767325
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05148
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt034
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0169
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013893
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0KESTRA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt011115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02778
TaxesSchedule/TaxesDetail/Amt011771
TaxesSchedule/TaxesDetail/CategoryTxt0Payroll taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt09417
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02354
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT KRAMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09549662112
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD H SIMONS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0597034786
ReturnHeader/Filer/PhoneNum09549662112
ReturnHeader/Filer/USAddress/AddressLine1Txt04000 HOLLYWOOD BLVD Room 485 SOUTH
ReturnHeader/Filer/USAddress/CityNm0HOLLYWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT L WEINER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 39756
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333399756
ReturnHeader/PreparerPersonGrp/PhoneNum09545612040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L WEINER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-14T10:43:29-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KRAMER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,345,231
Liabilities
$0
Net assets
$2,345,231
Revenue
$170,692
Expenses
$352,383
Net income
-$181,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.14$0.31$0.17
2023Summary only. Only limited summary data is available for this year.$1.64$0.00$0.15$0.32$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.07$0.32$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.03$0.31$0.29
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.17$0.35$0.18
2019Summary only. Only limited summary data is available for this year.$2.53$0.00$0.04$0.34$0.30
2015Summary only. Only limited summary data is available for this year.$3.14$0.00$0.15$0.38$0.23
2014Summary only. Only limited summary data is available for this year.$3.37$0.00$0.21$0.38$0.18
2013Summary only. Only limited summary data is available for this year.$3.55$0.00$0.18$0.38$0.20
2012Summary only. Only limited summary data is available for this year.$3.75$0.00$0.15$0.38$0.23
2011Summary only. Only limited summary data is available for this year.$3.98$0.00$0.37$0.42$0.05