Charles and Lisa Simonyi Fund

Foundation · Grantmaker Bellevue, WA EIN: 55-0846712

Charles and Lisa Simonyi Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Bellevue, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12K in total assets. In 2024, it made $7K in qualifying distributions.

Key facts about Charles and Lisa Simonyi Fund

EIN
55-0846712
Latest 990 filing
Form 990-PF, 2024
Total assets
$11,669

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$12K

-43.6% YoY

Revenue

$99

-5.7% YoY

Qualifying Distributions

$7K

+17.3% YoY

Expenses

$9K

+17.9% YoY

Under IRS private-foundation payout rules, Charles and Lisa Simonyi Fund reported a distributable amount of $688 for 2024 — the minimum it must pay out in qualifying distributions.

How Charles and Lisa Simonyi Fund gives

  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

MedinaSeattle

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K2 grants20201 grants20210 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

1<$50K$50–100K$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K20202021202220232024
Metric202420232022
Total Assets$11,669$20,674$28,288
Revenue$99$105$-32,646
Expenses$9,104$7,719$17,215
Qualifying Distributions$7,479$6,378$9,659
Net Investment Income———
Distributable Amount$688$1,141$4,559

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Charles and Lisa Simonyi Fund is led by Jamie Solem, Executive Director on every filing since 2020; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Jamie Solem

    Executive Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Charles Simonyi

    Director

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Charles and Lisa Simonyi Fund

How large is Charles and Lisa Simonyi Fund?

Charles and Lisa Simonyi Fund reported $12K in total assets on its 2024 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $688 (roughly 5% of its investment assets).

What is Charles and Lisa Simonyi Fund?

Charles and Lisa Simonyi Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Bellevue, WA. It holds $12K in total assets as of 2024.

Where does Charles and Lisa Simonyi Fund operate?

Charles and Lisa Simonyi Fund has awarded grants in Washington.

What is Charles and Lisa Simonyi Fund's EIN?

Charles and Lisa Simonyi Fund's EIN (Employer Identification Number) is 55-0846712. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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