Kurt & Tessye Simon Fund for Holocaust

SOUTH BEND, IN EIN: 35-1925020

Kurt & Tessye Simon Fund for Holocaust is a private foundation, 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

About Kurt & Tessye Simon Fund for Holocaust

Based on IRS filings

Kurt & Tessye Simon Fund for Holocaust is a private foundation, 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

South Bend

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$17K$35K$52K$69K201920202021202220232024
Metric202420232022
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

$0$7K$13K$20K$27K1 grants20191 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

TEMPLE BETH EL$24K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

1ST SOURCE BANKTRUSTEE$5K

From 2024 filing

NameTitleHoursCompensation
MARY FISCHERDIRECTOR1
SID SHROYERDIRECTOR1
CHELLY FREELDIRECTOR1
JOE BAUERDIRECTOR1
FRANCIE DAVISDIRECTOR1
1ST SOURCE BANKTRUSTEE1$4,827
TERRY TULCHONSKYITREASURER1
LILY SHROYERDIRECTOR1
MARJORIE SCHAEFFERDIRECTOR1
David KesslerDIRECTOR
Bill LopatinDIRECTOR
Rabbi Shoshana KaminskyDIRECTOR
Lou Ann DobbinsPresident/Director

Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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