Simon and Sue Kotara Family Foundation
The Simon and Sue Kotara Family Foundat is a private foundation based in Karnes City, Texas. Its 2025 filing reports grants to charitable, scholarship, and education-related recipients, as well as funds to assist the operations of several organizations.
Key facts about Simon and Sue Kotara Family Foundation
In short: Simon and Sue Kotara Family Foundation gave $78K across 16 grants in 2025 (avg $5K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 92-3175237
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $77,724
- Grants made (2025)
- 16
- Average grant
- $4,858
- Median grant
- $450
- Total assets
- $1,348,023
- Primary geography
- Texas (99% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
+11.4% YoY
Annual Giving
$78K
+1454.5% YoY
Grant Count
16
+1500.0% YoY
Avg Grant Size
$5K
-2.8% YoY
Under IRS private-foundation payout rules, Simon and Sue Kotara Family Foundation reported a distributable amount of $64K for 2025 — the minimum it must pay out in qualifying distributions.
How Simon and Sue Kotara Family Foundation gives
- In 2025 it paid out 121% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Mission & Focus Areas
No mission statement is provided. Reported 2025 grants included support for charity, scholarships, education, and public charity purposes. The foundation also reported providing funds to assist the operations of the Polish Heritage Center, the Joseph Anthony Foundation, and PACT.
Among its 2025 recipients, the Witte Museum received $80. The museum describes its mission as inspiring people to shape the future of Texas through transformative and relevant experiences in nature, science, and culture.
Grantmaking
In 2025, the foundation made 16 grants totaling $77,724. Grant amounts ranged from $40 to $53,200, with a median grant of $450. Notable grants included $53,200 to Polish Heritage Ctr in Panna Maria, Texas, for charity; $15,000 to Joesph Anthony Fdn in Karnes City for scholarships; and $3,954 to Karnes Cnty Youth Show in Karnes City for scholarships. Other reported grants included $1,250 to Polish Amer Cncl Tx, $1,150 to Panna Maria Mens Club, and $1,000 to Immaculate Conception, all in Panna Maria.
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Geographic Focus
Where this funder awards grants
In 2025, 99% of grant dollars went to recipients in Texas and 1% to recipients in Tennessee.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $5K (2024) to $78K (2025). In 2025 it made 16 grants totaling $78K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Polish Heritage Ctr ($53K). Together the top 10 received $62K.
Organizations only. It also paid 1 individual scholarship ($15,000), which are not listed by name.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 16 grants of 17 (94%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Polish Heritage Ctr Panna Maria, TX | Charity | $53,200 |
| 1 individual scholarship Recipients not named | — | $15,000 |
| Karnes Cnty Youth Show Karnes City, TX | Scholarships | $3,954 |
| Polish Amer Cncl Tx Panna Maria, TX | Charity | $1,250 |
| Panna Maria Mens Club Panna Maria, TX | Charity | $1,150 |
| Immaculate Conception Panna Maria, TX | Public Charity | $1,000 |
| Show Hope Franklin, TN | Charity | $500 |
| Gamma Omicron Tyler, TX | Education | $500 |
| County Line Comm Band Saint Hedwig, TX | Public Assistan | $400 |
| Panna Maria Com Fund Panna Maria, TX | Charity | $250 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,348,023 | $47,207 | $90,250 | $77,724 (16 grants) |
| 2024 | $1,209,939 | $1,201,293 | $5,150 | $5,000 (1 grant) |
| 2023 | $51,461 | $51,513 | $52 | 0 grants |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,348,023 | $1,209,939 | $51,461 |
| Revenue | $47,207 | $1,201,293 | $51,513 |
| Expenses | $90,250 | $5,150 | $52 |
| Qualifying Distributions | $78,124 | $5,000 | — |
| Net Investment Income | $10,134 | $3,797 | $13 |
| Distributable Amount | $64,462 | $4,541 | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 30, 2026)
- IRS filings on file for fiscal years 2023–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Sue Kotara, Amy Davis, Jessica Pierce, and Alexander Kotara as directors.
Simon and Sue Kotara Family Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alexander Kotara
Director
On filings since 2023
No compensation reported
Amy Davis
Director
On filings since 2023
No compensation reported
Jessica Pierce
Director
On filings since 2023
No compensation reported
Sue Kotara
Director
On filings since 2023
No compensation reported
Former officers (1)
- Former: Simon Kotara (2023) — Director
Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 4365 Fm 1353, Karnes City, TX 78118
Phone: (830) 534-4801
Frequently asked questions about Simon and Sue Kotara Family Foundation
How much does Simon and Sue Kotara Family Foundation give each year?
Simon and Sue Kotara Family Foundation gave $78K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 1 grant.
What is Simon and Sue Kotara Family Foundation's typical grant size?
Simon and Sue Kotara Family Foundation's median grant in 2025 was $450, and its average grant was $4,858, across 16 grants on its 2025 IRS Form 990-PF.
Where does Simon and Sue Kotara Family Foundation give grants?
Simon and Sue Kotara Family Foundation gives mostly in Texas: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Panna Maria, TX (5 grants), Karnes City, TX (4 grants) and San Antonio, TX (2 grants).
Does Simon and Sue Kotara Family Foundation give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on Simon and Sue Kotara Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charity" (8 grants) and "Education" (4 grants).
Who are Simon and Sue Kotara Family Foundation's largest grantees?
Simon and Sue Kotara Family Foundation's largest 2025 grantees include Polish Heritage Ctr ($53,200), Karnes Cnty Youth Show ($3,954) and Polish Amer Cncl Tx ($1,250), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($15,000), which are not listed by name. Together they received 75% of its itemized 2025 grant dollars.
How large is Simon and Sue Kotara Family Foundation?
Simon and Sue Kotara Family Foundation reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $78K in qualifying distributions that year, against a required minimum of $64K (roughly 5% of its investment assets).
What does Simon and Sue Kotara Family Foundation fund?
No mission statement is provided. Reported 2025 grants included support for charity, scholarships, education, and public charity purposes. The foundation also reported providing funds to assist the operations of the Polish Heritage Center, the Joseph Anthony Foundation, and PACT. See mission & focus areas ↑
How do I apply for a grant from Simon and Sue Kotara Family Foundation?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Simon and Sue Kotara Family Foundation's EIN?
Simon and Sue Kotara Family Foundation's EIN (Employer Identification Number) is 92-3175237. IRS Form 990 filing data is available on this page for 2023–2025.
Does Simon and Sue Kotara Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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