B K Simon Family Charitable Fdn-tr
B K Simon Family Charitable Foundation is a private foundation based in Pittsburgh, Pennsylvania, established in 2007. The foundation operates as a 501(c)(3) organization and functions as a grantmaking entity supporting various charitable causes.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
-37.8% YoY
Annual Giving
$2.1M
+48.7% YoY
Grant Count
19
-5.0% YoY
Avg Grant Size
$109K
+56.5% YoY
Under IRS private-foundation payout rules, B K Simon Family Charitable Fdn-tr reported a distributable amount of $223K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding focus includes:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- General operating support
Grantmaking
Grant Range
$1,000–$330,000
Average Grant
$87,000
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Pennsylvania, California, and Virginia.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2023
- Total assets: $4,398,571
- Total revenues: $786,823
- Total expenses: $1,435,903
- Number of employees: 0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,736,214 | $4,398,571 | $5,055,269 |
| Revenue | $452,571 | $786,823 | $610,368 |
| Expenses | $2,100,830 | $1,435,903 | $2,123,618 |
| Qualifying Distributions | $2,083,831 | $1,404,644 | $2,097,908 |
| Net Investment Income | $438,750 | $770,079 | $586,966 |
| Distributable Amount | $222,504 | $269,325 | $340,271 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
102 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bny Mellon Charitable Gift Fund ($400,000), University of Pittsburgh ($390,000), Western Pennsylvania Conservancy ($250,000).
| Recipient | Purpose | Amount |
|---|---|---|
| TURNING POINT USA PHOENIX, AZ | GENERAL OPERATING | $15,000 |
| BCLA HUNTERSVILLE, NC | GENERAL OPERATING | $50,000 |
| FRENCH HOSPITAL MEDICAL CENTER FOUNDATIO SN LUIS OBISP, CA | GENERAL OPERATING | $50,000 |
| UNIVERSITY OF PITTSBURGH PITTSBURGH, PA | GENERAL OPERATING | $390,000 |
| CARNEGIE MELLON UNIVERSITY PITTSBURGH, PA | GENERAL OPERATING | $220,000 |
| WESTERN PENNSYLVANIA CONSERVANCY PITTSBURGH, PA | GENERAL OPERATING | $250,000 |
| ROBERT MORRIS UNIVERSITY MOON TOWNSHIP, PA | GENERAL OPERATING | $222,000 |
| CATHOLIC CHARITIES OF THE DIOCESE PITTSBURGH, PA | GENERAL OPERATING | $110,000 |
| DORMONT PUBLIC LIBRARY PITTSBURGH, PA | GENERAL OPERATING | $50,000 |
| BNY MELLON CHARITABLE GIFT FUND BOSTON, MA | GENERAL OPERATING | $400,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Michael Stagis – Vice President (as of May 2023)
- BNY Mellon N.A. – Trustee
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE | 1 | $19,578 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does B K Simon Family Charitable Fdn-tr fund?
The foundation's primary funding focus includes: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • General operating support
How do I apply for a grant from B K Simon Family Charitable Fdn-tr?
**Grant Activity (2023)** • Total grants awarded: $1,396,000 • Number of grants: 24 • Typical grant range: $1,000–$330,000 • Median grant size: $50,000 • Average grant size: $87,000 **Recent Major Grants (2023)** • University of Pittsburgh: $330,000 (General Operating) • Carnegie Mellon University: $220,000 (General Operating) • Robert Morris University: $192,000 (General Operating)
Where does B K Simon Family Charitable Fdn-tr make grants?
The foundation primarily funds organizations in Pennsylvania, California, and Virginia.
What size grants does B K Simon Family Charitable Fdn-tr award?
In 2024, B K Simon Family Charitable Fdn-tr awarded 19 grants totaling $2.1M — an average of about $109K per grant, based on its IRS Form 990 filings.
How much is B K Simon Family Charitable Fdn-tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, B K Simon Family Charitable Fdn-tr reported a distributable amount of $223K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.