Lois Simon Charitable

Private foundation · Grantmaker Chicago, IL EIN: 36-4315138

Lois Simon Charitable is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. In 2025, it awarded 1 grant totaling $3K.

Key facts about Lois Simon Charitable

In short: Lois Simon Charitable gave $3K across 1 grant in 2025 (avg $3K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.

EIN
36-4315138
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$3,000
Grants made (2025)
1
Average grant
$3,000
Median grant
$3,000
Primary geography
Minnesota (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$3K

-97.5% YoY

Grant Count

1

-80.0% YoY

Avg Grant Size

$3K

-87.3% YoY

Under IRS private-foundation payout rules, Lois Simon Charitable reported a distributable amount of $557 for 2025 — the minimum it must pay out in qualifying distributions.

How Lois Simon Charitable gives

  • Giving fell 98% from 2022 to 2025. Method
  • In 2025 it paid out 539% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of the 2025 grant dollars on its one itemized grant.

Cities

ChicagoNew YorkBrooklyn ParkAnn ArborLas VegasGenevaCummingsLincolnwoodMontgomeryNorthbrookPalatineGlencoe

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K18 grants2020 20 grants2021 20 grants2022 9 grants2023 5 grants2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $3K (2025) to $136K (2022). In 2025 it made 1 grant totaling $3K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Second Harvest Heartland: $3KSecond Harvest Heartland$3K

The largest 2025 recipient was Second Harvest Heartland ($3K).

Grant Size Distribution

55 grants across all recorded years

53<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 53 grants of 55 (96%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Second Harvest Heartland Brooklyn Park, MNCharitable$3,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets—$11,381$113,373
Revenue—$23,138$69,222
Expenses$11,681$125,130$87,025
Qualifying Distributions$3,000$118,000$80,000
Net Investment Income—$18,138—
Distributable Amount$557——

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 1, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 11, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 12, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Lois Simon Charitable is led by Janet Sameh, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Janet Sameh

    President

    On filings since 2020

    No compensation reported

  • David Pogrund

    Secretary

    Director → Secretary, 2024

    On filings since 2020

    No compensation reported

Former officers (1)
  • Former: Sherwin I. Pogrund (2020–2024) — Director

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.

Frequently asked questions about Lois Simon Charitable

How much does Lois Simon Charitable give each year?

Lois Simon Charitable gave $3K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $118K across 5 grants.

Where does Lois Simon Charitable operate?

Lois Simon Charitable has awarded grants in Alabama, Georgia, Illinois, Michigan, Minnesota, Nevada, New York.

How much is Lois Simon Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Lois Simon Charitable reported a distributable amount of $557 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lois Simon Charitable's EIN?

Lois Simon Charitable's EIN (Employer Identification Number) is 36-4315138. 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.

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