Civic Intelligence

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

990PF • Fiscal year 2022 • EIN 59-7034786

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

Organization Profile

View Organization Page

4000 Hollywood Blvd Apt 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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-370%

Higher net margin than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

94th percentile

$238,001

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 355.1% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

155%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,808,356

Down $248,204 (-12%) from 2021

Net Assets

Down

$1,808,356

Down $248,204 (-12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin3rd percentile

Revenue

Up

$67,023

Up $40,694 (+155%) from 2021

Expenses

Up

$315,229

Up $231 (+0.1%) from 2021

Net Income

Up

-$248,206

Up $40,463 (+14%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2022

Assets$1,808,356
Liabilities$0
Net Assets$1,808,356
Open 2022 Filing

Operations Trend

Revenue Growth93rd 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

2022

Revenue$67,023
Expenses$315,229
Net Income-$248,206
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT M KRAMERTrusteePT$204,000$34,001$238,001
Filing and Contact Details

Filer

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

Signing Officer

Name
Robert M Kramer
Title
Trustee
Phone
9549662112
Signed
2023-05-12
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 Appendix314 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/CategoryTxt0ROBERT L. WEINER CPA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01500
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NOT APPLICABLE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01455592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0LPL SECURITIES
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040800
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013384
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt027681
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt034601
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt09878
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02469
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0315229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt067023
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0220619
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0275773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt026383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt032193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01693 SHARES ISHARES GLB CLEAN ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt024177
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-248206
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0-2
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01808354
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02056560
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01808356
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0121130
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0121130
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0121130
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0121295
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0165
IRS990PF/DistributableAmountGrp/TotalTaxAmt0165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0165
IRS990PF/FMVAssetsEOYAmt02255129
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0669674
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0675671
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01455592
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01099719
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01009719
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0676571
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02056560
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01808356
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0287167
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0122966
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02056560
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02056560
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02462832
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0206440
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02256392
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt036942
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0121295
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02425890
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02462832
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0204000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt034001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT M KRAMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04000 HOLLYWOOD BLVD 485 S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOLLYWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033021
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0260075
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0260075
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/ProhibitedTaxShelterTransInd0false
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
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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/Amt06600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt312000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
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/RecipientBusinessName/BusinessNameLine1Txt0ANTI DEFAMATION LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOYS AND GIRLS CLUBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SOUTH FLORIDA PBS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GREATER MIAMI JEWISH FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHILDREN'S BEREAVEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BAPTIST HEALTH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44200 BISCAYNE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt57600 RED ROAD STE 307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt68900 N KENDALL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOCA RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOYNTON BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MIAMI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3331564296
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039456
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/AppliedToCurrentYearAmt0121130
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0121130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0128038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0150898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0130824
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0154070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0159081
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0159081
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0702775
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0138945
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0128038
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0150898
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0130824
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0154070
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0260075
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0138945
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0861856
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0722911
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0-2
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0273
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0341
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013384
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LPL FINANCIAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt010707
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02677
TaxesSchedule/TaxesDetail/Amt012347
TaxesSchedule/TaxesDetail/CategoryTxt0Payroll taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt09878
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02469
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT M KRAMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09549662112
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD H SIMONS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0597034786
ReturnHeader/Filer/PhoneNum09549662112
ReturnHeader/Filer/USAddress/AddressLine1Txt04000 HOLLYWOOD BLVD APT 485 SOUTH
ReturnHeader/Filer/USAddress/CityNm0HOLLYWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033021
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592731051
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/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L WEINER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-12T12:11:26-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KRAMER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,808,356
Liabilities
$0
Net assets
$1,808,356
Revenue
$67,023
Expenses
$315,229
Net income
-$248,206
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
2022Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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