Kurt & Tessye Simon Fund for Holocaust
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 2025. As of 2025, the organization holds $471K in total assets. In 2025, it awarded 1 grant totaling $24K. Net investment income was $43K.
Kurt & Tessye Simon Fund for Holocaust at a glance
In short: Kurt & Tessye Simon Fund for Holocaust gave $24K across 1 grant in 2025 (avg $24K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $24,491
- +3.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $24,491
- +3.7% vs 2024
- Median grant
- $24,491
- Total assets
- $470,759
- +4.2% 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 Fund for Holocaust 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
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (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 Fund for Holocaust gives
- Giving held roughly steady from 2022 to 2025 (−8%). 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 2019 to 2025, annual grant giving ranged from $19K (2019) to $27K (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 | Holocust Rememberance | $24,491 |
Ready to take the next step with Kurt & Tessye Simon Fund for Holocaust?
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 | $470,759 | $50,102 | $31,217 | $24,491 | 1 | $24,491 | $43,451 | $25,458 |
| 2024 | $451,854 | $36,428 | $30,263 | $23,609 | 1 | $23,609 | $31,682 | $24,491 |
| 2023 | $445,712 | $17,054 | $31,844 | $25,445 | 1 | $25,445 | $14,231 | $23,609 |
| 2022 | $460,367 | $16,721 | $35,063 | $26,753 | 1 | $26,753 | $13,982 | $25,445 |
| 2021 | $478,906 | $62,843 | $32,684 | $25,040 | 1 | $25,040 | $60,328 | $26,753 |
| 2020 | $448,810 | $58,703 | $28,784 | $22,099 | 1 | — | $56,318 | $25,040 |
| 2019 | $418,532 | $24,024 | $24,611 | $19,000 | 1 | — | $21,914 | $22,887 |
Under IRS private-foundation payout rules, Kurt & Tessye Simon Fund for Holocaust 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 Fund for Holocaust is led by Lou Ann Dobbins, President & Director on every filing since 2024; 1 of 13 officers listed in 2025 is compensated.
Officers on the 2025 filing
Lou Ann Dobbins
President & Director
On filings since 2024
No compensation reported
1st Source Bank
Trustee
On filings since 2019
1 hr/week
$5K (2019) → $5K (2025)
Francie Davis
Director
On filings since 2019
1 hr/week
No compensation reported
Joe Bauer
Director
Director → President & Director, 2023
President & Director → Director, 2024
On filings since 2019
1 hr/week
No compensation reported
Mary Fischer
Director
On filings since 2019
1 hr/week
No compensation reported
Sid Shroyer
Director
On filings since 2019
1 hr/week
No compensation reported
Chelly Freel
Director
On filings since 2023
1 hr/week
No compensation reported
Lily Shroyer
Director
On filings since 2023
1 hr/week
No compensation reported
Marjorie Schaeffer
Director
On filings since 2023
1 hr/week
No compensation reported
Bill Lopatin
Director
On filings since 2024
No compensation reported
David Kessler
Director
On filings since 2024
No compensation reported
Rabbi Shoshana Kaminsky
Director
On filings since 2024
No compensation reported
Terry Tulchonskyi
Treasurer
On filings since 2021
1 hr/week
No compensation reported
Former officers (8)
- Former: Rabbi Karen Companez (2019–2023) — Director
- Former: Cathy Blum (2023) — Director
- Former: Steve Fredman (2023) — Director
- Former: Michelle Freel (2019–2022) — Director
- Former: Natalie Klein (2019–2022) — Director
- Former: Pam Rubenstein (2019–2022) — Director
- Former: Zabe Williams (2019–2022) — Director
- Former: Mara Boettcher (2019–2020) — Director
Data from IRS Form 990 filings, 2019–2025. "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 (Trustee).
Frequently asked questions about Kurt & Tessye Simon Fund for Holocaust
How much does Kurt & Tessye Simon Fund for Holocaust give each year?
Kurt & Tessye Simon Fund for Holocaust gave $24K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 1 grant.
How large is Kurt & Tessye Simon Fund for Holocaust?
Kurt & Tessye Simon Fund for Holocaust reported $471K 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.
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 $471K in total assets as of 2025.
Where does Kurt & Tessye Simon Fund for Holocaust operate?
Kurt & Tessye Simon Fund for Holocaust has awarded grants in Indiana.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2019–2024
Other open foundation grants in Indiana
Indiana Open opportunities, soonest deadline first.
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 with grantees in common
Lavine Joseph E Foundation Xxxxxxxxx
Warren, OH
Assets
$77K
Grants
2
Total Given
$6K
The Lois B Victor Foundation
Philadelphia, PA
Assets
$209K
Grants
3
Total Given
$110K
Judson Family Foundation Inc
Boca Raton, FL
Assets
—
Grants
3
Total Given
$115K
The Marc & Jennifer Fleischer Family
Naples, FL
Assets
$261K
Grants
6
Total Given
$10K
George and Claire Lessner Charitable Trust
Miami, FL
Assets
$3.9M
Grants
7
Total Given
$98K
Joseph & Martye Rubin Foundation
San Antonio, TX
Assets
$54K
Grants
8
Total Given
$18K
More similar funders
More Funders in Indiana
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Kurt & Tessye Simon Fund for Holocaust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Kurt & Tessye Simon Fund for Holocaust down — hundreds of funders to go?