EIN 82-2992313

Margo Simons Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
State
Year formed
2018
Most recent tax filings
2024-12-01
NTEE code, primary
Description
The John and Margo Simons Foundation is a private foundation that primarily funds general & unrestricted, white sulphur springs, in support of the athletes attending the olympic training center in colorado. The Foundation made 15 grants last year. Grantees include Schwab Charitable Fund and others. The Foundation is located in Wilmington, DE.
Also known as...
John and Margo Simons Foundation
Total revenues
$739,335
2024
Total expenses
$149,451
2024
Total assets
$3,871,120
2024
Num. employees
0
2024

Grants made by Margo Simons Family Foundation

GranteeGrant descriptionAmount
St. Helena Hospital FoundationCancer Center$25,000
Mayo ClinicPresident's Strategic Initiative Op FD$25,000
Fractured AtlasBarren Grounds Restricted Fund$24,900
...and 3 more grants made

Financials for Margo Simons Family Foundation

RevenuesFYE 12/2024
Total grants, contributions, etc.$0
Investment income and dividends$130,732
Net rental income$0
Net gain from sale of non-inventory assets$608,603
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$739,335

Form 990s for Margo Simons Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2024-122025-03-02990PFView PDF
2023-122024-08-12990PFView PDF
2022-122023-03-31990PFView PDF
2021-122022-03-20990PFView PDF
2020-122021-11-23990PFView PDF
...and 3 more Form 990s
Data update history
September 25, 2024
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 12, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 15, 2023
Posted financials
Added Form 990PF for fiscal year 2022
May 8, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
C/O Stifel 221 E Fourth St 2
Cincinnati, OH 45202
Metro area
Cincinnati, OH-KY-IN
County
Hamilton County, OH
Phone
(415) 218-6045
IRS details
EIN
82-2992313
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2018
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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