Lois Simon Charitable
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
Share of the 2025 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2025 recipient was Second Harvest Heartland ($3K).
Grant Size Distribution
55 grants across all recorded years
The most common grant size was under $50K: 53 grants of 55 (96%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Second Harvest Heartland Brooklyn Park, MN | Charitable | $3,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- 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.
Here's the math on researching Lois Simon Charitable by hand.
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