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THE SIMON FOUNDATION, INCORPORATED

Date of last update: 21 Apr 2025. Data updated weekly.

Company Details

Entity Name: THE SIMON FOUNDATION, INCORPORATED
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 04 May 2004
Business ALEI: 0783540
Annual report due: 04 May 2025
Business address: 184 Fern Ave, Litchfield, CT, 06759-2721, United States
Mailing address: PO Box 28, Watertown, CT, United States, 06795
ZIP code: 06759
County: Litchfield
Place of Formation: CONNECTICUT
E-Mail: mark@markgreenbergrealestate.com

Industry & Business Activity

NAICS

813410 Civic and Social Organizations

This industry comprises establishments primarily engaged in promoting the civic and social interests of their members. Establishments in this industry may operate bars and restaurants for their members. Learn more at the U.S. Census Bureau

Agent

Name Role Business address Phone E-Mail Residence address
MARK GREENBERG Agent 184 FERN AVENUE, LITCHFIELD, CT, 06759, United States +1 860-671-1171 mark@markgreenbergrealestate.com 184 FERN AVENUE, LITCHFIELD, CT, 06759, United States

Director

Name Role Business address Phone E-Mail Residence address
LINDA GREENBERG Director - - - 184 FERN AVENUE, LITCHFIELD, CT, 06759, United States
MARK GREENBERG Director 184 FERN AVE, LITCHFIELD, CT, 06759, United States +1 860-671-1171 mark@markgreenbergrealestate.com 184 FERN AVENUE, LITCHFIELD, CT, 06759, United States

Officer

Name Role Business address Phone E-Mail Residence address
MARK GREENBERG Officer 184 FERN AVE, LITCHFIELD, CT, 06759, United States +1 860-671-1171 mark@markgreenbergrealestate.com 184 FERN AVENUE, LITCHFIELD, CT, 06759, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012084987 2024-07-17 - Annual Report Annual Report -
BF-0011280127 2023-05-14 - Annual Report Annual Report -
BF-0010213003 2022-04-09 - Annual Report Annual Report 2022
BF-0009756387 2021-07-05 - Annual Report Annual Report -
0006940952 2020-07-06 - Annual Report Annual Report 2020
0006533822 2019-04-15 - Annual Report Annual Report 2019
0006204877 2018-06-21 - Annual Report Annual Report 2018
0005866415 2017-06-13 - Annual Report Annual Report 2017
0005588523 2016-06-18 - Annual Report Annual Report 2015
0005588524 2016-06-18 - Annual Report Annual Report 2016

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
56-2489875 Corporation Unconditional Exemption 120 RESCUE LN, BLOOMFIELD, CT, 06002-1446 2006-11
In Care of Name % MARK GREENBERG
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Organization to Prevent Cruelty to Animals, Real Estate Board, Organization Like Those on Three Preceding Lines
Deductibility Contributions are deductible.
Foundation Private operating foundation (other)
Tax Period 2023-12
Asset 5,000,000 to 9,999,999
Income 100,000 to 499,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 7165648
Income Amount 432360
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Animal-Related: Animal Protection and Welfare
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private operating foundation. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name SIMON FOUNDATION INC
EIN 56-2489875
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name SIMON FOUNDATION INC
EIN 56-2489875
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name SIMON FOUNDATION INC
EIN 56-2489875
Tax Period 202012
Filing Type E
Return Type 990PF
File View File
Organization Name SIMON FOUNDATION INC
EIN 56-2489875
Tax Period 201912
Filing Type E
Return Type 990PF
File View File
Organization Name SIMON FOUNDATION INC
EIN 56-2489875
Tax Period 201812
Filing Type E
Return Type 990PF
File View File
Organization Name SIMON FOUNDATION INC
EIN 56-2489875
Tax Period 201712
Filing Type E
Return Type 990PF
File View File
Organization Name SIMON FOUNDATION INC
EIN 56-2489875
Tax Period 201612
Filing Type E
Return Type 990PF
File View File
Organization Name SIMON FOUNDATION INC
EIN 56-2489875
Tax Period 201512
Filing Type E
Return Type 990PF
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1102318300 2021-01-16 0156 PPS 120 Rescue Ln, Bloomfield, CT, 06002-1446
Loan Status Date 2021-08-05
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 66973.4
Loan Approval Amount (current) 66973.4
Undisbursed Amount 0
Franchise Name -
Lender Location ID 16533
Servicing Lender Name Northwest Community Bank
Servicing Lender Address 86 Main St, WINSTED, CT, 06098-1711
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Bloomfield, HARTFORD, CT, 06002-1446
Project Congressional District CT-01
Number of Employees 17
NAICS code 813211
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 16204
Originating Lender Name Litchfield Bancorp, A Division of
Originating Lender Address LITCHFIELD, CT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 67270.65
Forgiveness Paid Date 2021-07-16
6501407002 2020-04-07 0156 PPP 184 FERN AVE, LITCHFIELD, CT, 06759-2721
Loan Status Date 2021-02-05
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 76235
Loan Approval Amount (current) 76235
Undisbursed Amount 0
Franchise Name -
Lender Location ID 89184
Servicing Lender Name Windsor Federal Bank
Servicing Lender Address 270 Broad St, Windsor, CT, 06095
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LITCHFIELD, LITCHFIELD, CT, 06759-2721
Project Congressional District CT-05
Number of Employees 17
NAICS code 813410
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 89184
Originating Lender Name Windsor Federal Bank
Originating Lender Address Windsor, CT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 76823.7
Forgiveness Paid Date 2021-01-20

Property Vision Details

This table provides a snapshot of property information, including key details such as the property address, owner, assessed value, recent sales history (if available), and notable features.

Town Location MBLU Size PID url
Bloomfield 120 RESCUE LN K9//154// 17.77 160 Source Link
Acct Number R00166
Assessment Value $1,542,660
Appraisal Value $2,203,800
Land Use Description Charitable Bldg
Zone I-2
Neighborhood C3
Land Appraised Value $353,300

Parties

Name THE SIMON FOUNDATION, INCORPORATED
Sale Date 2007-08-24
Name 85 WEST STREET LITCHFIELD, LLC
Sale Date 2006-03-31
Sale Price $225,000
Name AMERICAN MATERIALS CORPORATION
Sale Date 2005-12-23
Name BERCOWETZ DONALD J
Sale Date 2004-03-10
Bloomfield 140 RESCUE LN K9//151// 3.18 161 Source Link
Acct Number R00167
Assessment Value $145,250
Appraisal Value $207,500
Land Use Description Charitable Lnd
Zone I-2
Neighborhood C3
Land Appraised Value $184,800

Parties

Name THE SIMON FOUNDATION, INCORPORATED
Sale Date 2007-08-24
Name 85 WEST STREET LITCHFIELD, LLC
Sale Date 2006-03-31
Sale Price $225,000
Name AMERICAN MATERIALS CORPORATION
Sale Date 1900-01-01
See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information