Roger M Simon Family Private Foundation
Roger M Simon Family Private Foundation is a private foundation, based in Farley, IA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2K in total assets. Net investment income was $1.
Roger M Simon Family Private Foundation at a glance
- Total assets
- $2,416
- -28.5% vs 2024
- Revenue (2025)
- $1
- -50.0% vs 2024
- Net investment income (2025)
- $1
- -50.0% vs 2024
- Expenses (2025)
- $965
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Roger M Simon Family Private Foundation funds
How this funder distributes its grants
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
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2021 it made 5 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| City of Farley Farley, IA | Local Park | $10,133 |
| St Joseph Church Farley Farley, IA | Religious | $5,000 |
| Nicc College Peosta, IA | Educational | $5,000 |
| Farley Fire Department Farley, IA | Volunteer Fire Department | $2,500 |
| City of Farley Police Department Farley, IA | Police Department | $2,500 |
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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 | $2,416 | $1 | $965 | — | — | — | $1 | $132 |
| 2024 | $3,380 | $2 | — | — | — | — | $2 | $166 |
| 2023 | $3,378 | $502 | $345 | — | — | — | $2 | $165 |
| 2022 | $3,221 | $1,212 | $-172 | — | — | — | — | — |
| 2021 | $1,837 | $231,006 | $229,169 | $25,133 | 5 | $229,169 | — | — |
Under IRS private-foundation payout rules, Roger M Simon Family Private Foundation reported a distributable amount of $132 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Roger M Simon Family Private Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Brandon Simon
Director
On filings since 2022
0.3 hrs/week
No compensation reported
Joe Demmer
Director
On filings since 2022
0.3 hrs/week
No compensation reported
Justin Philipp
Director
On filings since 2022
0.3 hrs/week
No compensation reported
Former officers (1)
- Former: Roger J. Simon (2021) — President
Data from IRS Form 990 filings, 2021–2025. "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 Roger M Simon Family Private Foundation
How large is Roger M Simon Family Private Foundation?
Roger M Simon Family Private Foundation reported $2K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $1.
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 2025, Roger M Simon Family Private Foundation reported a distributable amount of $132 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 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 11, 2026)
- IRS filings on file for fiscal years 2021–2024
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