B K Simon Family Charitable Fdn-Tr
B K Simon Family Charitable Fdn-Tr is a private foundation based in Pittsburgh, Pennsylvania. Its 2025 filing reports grants to charitable organizations, with listed awards designated for general operating support.
B K Simon Family Charitable Fdn-Tr at a glance
In short: B K Simon Family Charitable Fdn-Tr gave $1.6M across 20 grants in 2025 (avg $78K), mostly in Pennsylvania. 15% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,564,500
- -24.6% vs 2024
- Grants made (2025)
- 20
- +5.3% vs 2024
- Average grant
- $78,225
- -28.4% vs 2024
- Median grant
- $30,000
- Total assets
- $1,673,786
- -38.8% vs 2024
- New grantees (estimate)
- 15% first-time grantees (3 of 20, 2025; small sample)
- Primary geography
- Pennsylvania (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to B K Simon Family Charitable Fdn-Tr
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 185, Pittsburgh, PA 15230-0185
Phone: (412) 234-1584
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who B K Simon Family Charitable Fdn-Tr funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University of Pittsburgh ($330K). Together the top 10 received $1.4M.
Grant Size Distribution
103 grants across all recorded years
The most common grant size was under $50K: 52 grants of 103 (50%).
Geographic Focus
Where this funder awards grants
In 2025, Pennsylvania recipients received 67% of grant dollars, Virginia recipients 17%, and California recipients 11%. Texas and Illinois each accounted for 1%.
Grant Distribution by State
Share of 2025 grant dollars across all 20 itemized grants.
States
Cities
Is B K Simon Family Charitable Fdn-Tr open to new grantees?
15%
first-time grantees, 2025
In 2025, 3 of 20 grantees (15%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $17K; repeat grants $89K. How we count
Medians: $20K first-time, $70K repeat.
- 65% of 2025 grantees were also funded in 2024. Method
- Giving fell 25% from 2022 to 2025. Method
- In 2025 it paid out 991% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.3M (2021) to $2.1M (2022). In 2025 it made 20 grants totaling $1.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Pittsburgh Pittsburgh, PA | General Operating | $330,000 |
| Carnegie Mellon University Pittsburgh, PA | General Operating | $220,000 |
| Robert Morris University Moon Township, PA | General Operating | $192,000 |
| Institute for Justice Arlington, VA | General Operating | $150,000 |
| Catholic Charities of the Diocese Pittsburgh, PA | General Operating | $110,000 |
| Braddock Carnegie Library Association Braddock, PA | General Operating | $100,000 |
| Dormont Public Library Pittsburgh, PA | General Operating | $100,000 |
| French Hospital Medical Center San Luis Obispo, CA | General Operating | $100,000 |
| Leadership Institute Arlington, VA | General Operating | $70,000 |
| Media Research Center Inc Reston, VA | General Operating | $40,000 |
Ready to take the next step with B K Simon Family Charitable Fdn-Tr?
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 | $1,673,786 | $542,080 | $1,586,447 | $1,564,500 | 20 | $1,570,451 | $531,699 | $158,420 |
| 2024 | $2,736,214 | $452,571 | $2,100,830 | $2,076,000 | 19 | $2,083,831 | $438,750 | $222,504 |
| 2023 | $4,398,571 | $786,823 | $1,435,903 | $1,396,000 | 20 | $1,404,644 | $770,079 | $269,325 |
| 2022 | $5,055,269 | $610,368 | $2,123,618 | $2,087,029 | 24 | $2,097,908 | $586,966 | $340,271 |
| 2021 | $6,593,253 | $1,157,661 | $1,396,462 | $1,343,000 | 20 | $1,356,028 | $1,125,905 | $459,121 |
| 2020 | $6,847,492 | $449,898 | $1,627,038 | $1,595,608 | 19 | — | $420,915 | $434,584 |
Under IRS private-foundation payout rules, B K Simon Family Charitable Fdn-Tr reported a distributable amount of $158K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grantees include universities, a legal advocacy organization, Catholic Charities, public libraries, a hospital foundation, and organizations working in government, politics, and media.
The grantees describe their work in their own terms: the University of Pittsburgh identifies education, research, and service to its region and the nation as parts of its mission; Carnegie Mellon University describes a focus on transformative education and a collaborative university community; and Robert Morris University says its mission is to support engaged, productive, and successful careers and lives. The Institute for Justice describes strategic litigation and related work to advance individual liberties. Catholic Charities of the Diocese of Allentown describes providing services, advocacy, and hope to individuals, families, and communities. Dormont Public Library describes providing informational, educational, and recreational resources, while the Leadership Institute says it educates people for participation in government, politics, and media.
Grantmaking
The foundation reported 20 grants totaling $1,564,500 in 2025. Individual grants ranged from $2,500 to $330,000, with a median of $30,000. The largest awards included $330,000 to the University of Pittsburgh, $220,000 to Carnegie Mellon University, $192,000 to Robert Morris University, and $150,000 to the Institute for Justice. Each was listed for general operating support.
Leadership & Key People
Leadership team and compensation from IRS filings
BNY Mellon N.A. is listed as trustee on the 2025 filing.
B K Simon Family Charitable Fdn-Tr's only listed officer is BNY Mellon N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
BNY Mellon N A
Trustee
On filings since 2020
1 hr/week
$28K (2020) → $15K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $15K, to BNY Mellon N a (Trustee).
Frequently asked questions about B K Simon Family Charitable Fdn-Tr
How much does B K Simon Family Charitable Fdn-Tr give each year?
B K Simon Family Charitable Fdn-Tr gave $1.6M across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.1M across 19 grants.
What is B K Simon Family Charitable Fdn-Tr's typical grant size?
B K Simon Family Charitable Fdn-Tr's median grant in 2025 was $30,000, and its average grant was $78,225, across 20 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from B K Simon Family Charitable Fdn-Tr that year got $17K on average.
Where does B K Simon Family Charitable Fdn-Tr give grants?
B K Simon Family Charitable Fdn-Tr gives mostly in Pennsylvania: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Virginia (17%) and California (11%). The most frequent recipient cities were Pittsburgh, PA (4 grants), San Luis Obispo, CA (3 grants) and Arlington, VA (2 grants).
Does B K Simon Family Charitable Fdn-Tr give general operating support?
Yes: 100% of B K Simon Family Charitable Fdn-Tr's 2025 grants with a stated purpose (20 of 20) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are B K Simon Family Charitable Fdn-Tr's largest grantees?
B K Simon Family Charitable Fdn-Tr's largest 2025 grantees include University of Pittsburgh ($330,000), Carnegie Mellon University ($220,000) and Robert Morris University ($192,000), according to its 2025 IRS Form 990-PF. Together they received 47% of its itemized 2025 grant dollars.
How large is B K Simon Family Charitable Fdn-Tr?
B K Simon Family Charitable Fdn-Tr reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $1.6M in qualifying distributions that year, against a required minimum of $158K (roughly 5% of its investment assets).
What does B K Simon Family Charitable Fdn-Tr fund?
No mission statement for the foundation is provided. Its 2025 grantees include universities, a legal advocacy organization, Catholic Charities, public libraries, a hospital foundation, and organizations working in government, politics, and media. See mission & focus areas ↑
How do I apply for a grant from B K Simon Family Charitable Fdn-Tr?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is B K Simon Family Charitable Fdn-Tr's EIN?
B K Simon Family Charitable Fdn-Tr's EIN (Employer Identification Number) is 20-6817430. IRS Form 990 filing data is available on this page for 2020–2025.
Does B K Simon Family Charitable Fdn-Tr accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
Live grants for the work B K Simon Family Charitable Fdn-Tr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in B K Simon Family Charitable Fdn-Tr's focus areas in our free grants database
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Cite this profile
Grantable. (2026). B K Simon Family Charitable Fdn-Tr funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/b-k-simon-family-charitable-fdn-tr-morg_1fe92649924746ada0d76ce5a4f5cb8b
BibTeX
@misc{grantable_206817430_2026,
author = {{Grantable}},
title = {{B K Simon Family Charitable Fdn-Tr funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/b-k-simon-family-charitable-fdn-tr-morg_1fe92649924746ada0d76ce5a4f5cb8b},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from B K Simon Family Charitable Fdn-Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
B K Simon Family Charitable Fdn-Tr down — hundreds of funders to go?