Kurt & Tessye Simon Fund for Holocaust is a private foundation focused on Religion, based in SOUTH BEND, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $452K in total assets. In 2024, it awarded 1 grants totaling $24K. Net investment income was $32K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$452K
+1.4% YoY
Annual Giving
$24K
-7.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$24K
-7.2% YoY
Under IRS private-foundation payout rules, Kurt & Tessye Simon Fund for Holocaust reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.
About Kurt & Tessye Simon Fund for Holocaust
Based on IRS filings
Kurt & Tessye Simon Fund for Holocaust is a private foundation focused on Religion, based in SOUTH BEND, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $452K in total assets. In 2024, it awarded 1 grants totaling $24K. Net investment income was $32K.
Focus Areas
Ready to take the next step with Kurt & Tessye Simon Fund for Holocaust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $451,854 | $445,712 | $460,367 |
| Revenue | $36,428 | $17,054 | $16,721 |
| Expenses | $30,263 | $31,844 | $35,063 |
| Qualifying Distributions | $23,609 | $25,445 | $26,753 |
| Net Investment Income | $31,682 | $14,231 | $13,982 |
| Distributable Amount | $24,491 | $23,609 | $25,445 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Temple Beth El ($23,609).
| Recipient | Purpose | Amount |
|---|---|---|
| TEMPLE BETH EL SOUTH BEND, IN | HOLOCUST REMEMBERANCE | $23,609 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARY FISCHER | DIRECTOR | 1 | — |
| SID SHROYER | DIRECTOR | 1 | — |
| CHELLY FREEL | DIRECTOR | 1 | — |
| JOE BAUER | DIRECTOR | 1 | — |
| FRANCIE DAVIS | DIRECTOR | 1 | — |
| 1ST SOURCE BANK | TRUSTEE | 1 | $4,827 |
| TERRY TULCHONSKYI | TREASURER | 1 | — |
| LILY SHROYER | DIRECTOR | 1 | — |
| MARJORIE SCHAEFFER | DIRECTOR | 1 | — |
| David Kessler | DIRECTOR | — | — |
| Bill Lopatin | DIRECTOR | — | — |
| Rabbi Shoshana Kaminsky | DIRECTOR | — | — |
| Lou Ann Dobbins | President/Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Kurt & Tessye Simon Fund for Holocaust?
Kurt & Tessye Simon Fund for Holocaust is a private foundation focused on Religion, based in SOUTH BEND, IN. It holds $452K in total assets as of 2024.
How large is Kurt & Tessye Simon Fund for Holocaust?
As of 2024, Kurt & Tessye Simon Fund for Holocaust holds $452K in total assets with $36K in annual revenue. It awarded 1 grants totaling $24K in 2024.
Where does Kurt & Tessye Simon Fund for Holocaust operate?
Kurt & Tessye Simon Fund for Holocaust has awarded grants in Indiana.
What size grants does Kurt & Tessye Simon Fund for Holocaust award?
In 2024, Kurt & Tessye Simon Fund for Holocaust awarded 1 grants totaling $24K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is Kurt & Tessye Simon Fund for Holocaust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Kurt & Tessye Simon Fund for Holocaust reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Kurt & Tessye Simon Fund for Holocaust's EIN?
Kurt & Tessye Simon Fund for Holocaust's EIN (Employer Identification Number) is 35-1925020. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Kurt & Tessye Simon Fund for Holocaust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Lilly Endowment Inc
INDIANAPOLIS, IN
Assets
$79.9B
Grants
1,808
Total Given
$2.3B
Central Indiana Community Foundation Inc
INDIANAPOLIS, IN
Assets
$583.5M
Grants
525
Total Given
$31.1M
United Way of Central Indiana Inc
INDIANAPOLIS, IN
Assets
$255.2M
Grants
370
Total Given
$29.9M
Round Room Gives Inc
FISHERS, IN
Assets
$1.4M
Grants
357
Total Given
$1.8M
Lumina Foundation for Education Inc
INDIANAPOLIS, IN
Assets
$1.5B
Grants
357
Total Given
$30.0M
University of Notre Dame du Lac
NOTRE DAME, IN
Assets
$26.7B
Grants
356
Total Given
$42.0M
Indianapolis Center for Congregations Inc
INDIANAPOLIS, IN
Assets
$62.6M
Grants
336
Total Given
$7.6M
Nina Mason Pulliam Charitable Trust
INDIANAPOLIS, IN
Assets
$441.1M
Grants
328
Total Given
$22.7M
Nicholas H Noyes Jr Memorial
CARMEL, IN
Assets
$133.1M
Grants
284
Total Given
$4.4M
Community Foundation
ELKHART, IN
Assets
$461.3M
Grants
281
Total Given
$25.8M
Welborn Baptist Foundation Inc
EVANSVILLE, IN
Assets
$96.4M
Grants
274
Total Given
$4.0M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Kurt & Tessye Simon Fund for Holocaust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Kurt & Tessye Simon Fund for Holocaust to a real strategy.