Kurt & Tessye Simon Foundation XXX-XX-XXXX
Kurt & Tessye Simon Foundation XXX-XX-XXXX is a private foundation, based in South Bend, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $439K in total assets. In 2025, it awarded 1 grant totaling $24K. Net investment income was $22K.
Kurt & Tessye Simon Foundation XXX-XX-XXXX at a glance
In short: Kurt & Tessye Simon Foundation XXX-XX-XXXX gave $24K across 1 grant in 2025 (avg $24K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,581
- +6.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $23,581
- +6.2% vs 2024
- Median grant
- $23,581
- Total assets
- $438,851
- -0.3% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Kurt & Tessye Simon Foundation XXX-XX-XXXX funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Temple Beth El ($24K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Kurt & Tessye Simon Foundation XXX-XX-XXXX gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $21K (2020) to $25K (2022). In 2025 it made 1 grant totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Temple Beth El South Bend, IN | General Support | $23,581 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $438,851 | $28,777 | $30,189 | $23,581 | 1 | $23,581 | $22,338 | $24,681 |
| 2024 | $440,249 | $24,213 | $29,400 | $22,210 | 1 | $22,210 | $19,593 | $23,581 |
| 2023 | $445,456 | $38,841 | $30,415 | $24,227 | 1 | $24,227 | $36,070 | $22,210 |
| 2022 | $436,726 | $15,230 | $31,515 | $25,444 | 1 | $25,444 | $12,669 | $24,227 |
| 2021 | $453,196 | $57,700 | $30,890 | $24,170 | 2 | $24,170 | $55,246 | $25,444 |
| 2020 | $426,505 | $27,358 | $28,840 | $21,318 | 1 | — | $25,028 | $24,170 |
Under IRS private-foundation payout rules, Kurt & Tessye Simon Foundation XXX-XX-XXXX reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Kurt & Tessye Simon Foundation XXX-XX-XXXX's 2025 filing lists 10 officers; 1 of 10 officers listed in 2025 is compensated.
Officers on the 2025 filing
1st Source Bank
Corporate Trustee
On filings since 2020
1 hr/week
$4K (2020) → $5K (2025)
Lynda Simon
Trustee
On filings since 2020
1 hr/week
No compensation reported
Mara Boettcher
Trustee
On filings since 2020
1 hr/week
No compensation reported
Posi Tucker
Trustee
On filings since 2020
1 hr/week
No compensation reported
Rabbi Karen Companez
Trustee
On filings since 2020
1 hr/week
No compensation reported
Sid Shroyer
Trustee
On filings since 2020
1 hr/week
No compensation reported
Cathy Blum
Trustee
On filings since 2023
1 hr/week
No compensation reported
Diane Sarnat
Trustee
On filings since 2023
1 hr/week
No compensation reported
Sharon Kalling
Trustee
On filings since 2023
1 hr/week
No compensation reported
Zabe Williams
Trustee
On filings since 2023
1 hr/week
No compensation reported
Former officers (7)
- Former: Barbara Brook (2020–2022) — Trustee
- Former: Charles Simon (2020) — Trustee
- Former: Claudia Kselman (2020) — Trustee
- Former: Judy Shroyer (2020) — Trustee
- Former: Lisa Gerber (2020) — Trustee
- Former: Marzy Bauer (2020) — Trustee
- Former: Myrna Wolosin (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to 1ST Source Bank (Corporate Trustee).
Frequently asked questions about Kurt & Tessye Simon Foundation XXX-XX-XXXX
How much does Kurt & Tessye Simon Foundation XXX-XX-XXXX give each year?
Kurt & Tessye Simon Foundation XXX-XX-XXXX gave $24K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 1 grant.
How large is Kurt & Tessye Simon Foundation XXX-XX-XXXX?
Kurt & Tessye Simon Foundation XXX-XX-XXXX reported $439K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $25K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Kurt & Tessye Simon Foundation XXX-XX-XXXX operate?
Kurt & Tessye Simon Foundation XXX-XX-XXXX has awarded grants in Indiana.
What is Kurt & Tessye Simon Foundation XXX-XX-XXXX's EIN?
Kurt & Tessye Simon Foundation XXX-XX-XXXX's EIN (Employer Identification Number) is 35-6293470. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
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