Roger M Simon Family Private Foundation

FARLEY, IA EIN: 86-2000155

Roger M Simon Family Private Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FARLEY, IA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $3K in total assets. Net investment income was $2.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3K

+0.1% YoY

Revenue

$2

-99.6% YoY

Net Investment Income

$2

+0.0% YoY

Expenses

-100.0% YoY

Under IRS private-foundation payout rules, Roger M Simon Family Private Foundation reported a distributable amount of $166 for 2024 — the minimum it must pay out in qualifying distributions.

About Roger M Simon Family Private Foundation

Based on IRS filings

Roger M Simon Family Private Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FARLEY, IA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $3K in total assets. Net investment income was $2.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

FarleyPeosta

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$64K$127K$191K$254K2021202220232024
Metric202420232022
Total Assets$3,380$3,378$3,221
Revenue$2$502$1,212
Expenses$345$-172
Qualifying Distributions
Net Investment Income$2$2
Distributable Amount$166$165

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$13K$19K$25K5 grants20210 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

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 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BRANDON SIMONDIRECTOR0.25
JUSTIN PHILIPPDIRECTOR0.25
JOE DEMMERDIRECTOR0.25

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Roger M Simon Family Private Foundation?

Roger M Simon Family Private Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in FARLEY, IA. It holds $3K in total assets as of 2024.

How large is Roger M Simon Family Private Foundation?

As of 2024, Roger M Simon Family Private Foundation holds $3K in total assets with $2 in annual revenue.

Where does Roger M Simon Family Private Foundation operate?

Roger M Simon Family Private Foundation has awarded grants in Iowa.

How much is Roger M Simon Family Private Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Roger M Simon Family Private Foundation reported a distributable amount of $166 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Roger M Simon Family Private Foundation's EIN?

Roger M Simon Family Private Foundation's EIN (Employer Identification Number) is 86-2000155. IRS Form 990 filing data is available on this page for 2021–2024.

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

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