David E Simon & Jacqueline S Simon Charitable Foundation
DAVID E SIMON & JACQUELINE S SIMON is a private foundation based in Indianapolis, Indiana, filing as a Form 990-PF organization. In 2024, it made 22 grants totaling $6,754,163 to organizations in several states, including New York, Washington, DC, Arizona, and Indiana. Its 2025 filing, the latest on this page, reports 15 grants totaling $5.7 million.
David E Simon & Jacqueline S Simon Charitable Foundation at a glance
In short: David E Simon & Jacqueline S Simon Charitable Foundation gave $5.7M across 15 grants in 2025 (avg $379K), mostly in New York. 33% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $5,689,673
- -15.8% vs 2024
- Grants made (2025)
- 15
- -31.8% vs 2024
- Average grant
- $379,312
- +23.6% vs 2024
- Median grant
- $150,000
- Total assets
- $50,308,885
- -5.8% vs 2024
- New grantees (estimate)
- 33% first-time grantees (5 of 15, 2025; small sample)
- Primary geography
- New York (58% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to David E Simon & Jacqueline S Simon Charitable Foundation
- How to Apply
-
The filing lists David and Jacqueline Simon as contacts. Form and materials, deadlines, and restrictions on awards are listed as N/A. The foundation states that it does not restrict giving to preselected organizations.
- Contact
Application contact: David And Jacqueline Simon
Mailing address: PO Box 78394, Indianapolis, IN 46278
Phone: (317) 636-1600
Email: andrea.mosbaugh@simon.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who David E Simon & Jacqueline S Simon Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Anti-Defamation League (ADL) ($2.0M). Together the top 10 received $5.7M.
Grant Size Distribution
150 grants across all recorded years
The most common grant size was under $50K: 81 grants of 150 (54%).
Geographic Focus
Where this funder awards grants
In 2024, 73% of grant dollars went to recipients in New York, 15% to Washington, DC, 7% to Arizona, 4% to Indiana, and 1% to California.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
States
Cities
Is David E Simon & Jacqueline S Simon Charitable Foundation open to new grantees?
33%
first-time grantees, 2025
In 2025, 5 of 15 grantees (33%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $262K; repeat grants $438K. How we count
Medians: $50K first-time, $154K repeat.
- 47% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+18%). Method
- In 2025 it paid out 223% 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 $2.5M (2020) to $7.8M (2023). In 2025 it made 15 grants totaling $5.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Anti-Defamation League (ADL) New York, NY | Grant Payment | $2,000,000 |
| Mayo Clinic Rochester, MN | Contribution to General Operating Support | $1,000,000 |
| UJA-Federation of New York New York, NY | Contribution to General Operating Support | $1,000,000 |
| American Israel Public Affairs Committee Washington, DC | Information and Member Education | $750,000 |
| American Israel Education Foundation (Aief) Washington, DC | Contribution to General Operating Support | $250,000 |
| Indiana Golf Foundation Franklin, IN | Contribution to General Operating Support | $200,000 |
| Park Avenue Synagogue New York, NY | Membershipgrant Payment Book of Remembrancekol Nidre | $157,748 |
| Youth Renewal Fund New York, NY | Grant Payment | $150,000 |
| University of Miami Miami, FL | Dolphins Challenge Cancer | $100,000 |
| BABY2BABY Los Angeles, CA | Contribution to General Operating Support | $50,000 |
Ready to take the next step with David E Simon & Jacqueline S Simon Charitable Foundation?
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 | $50,308,885 | $2,583,999 | $5,851,460 | $5,689,673 | 15 | $5,691,769 | $2,465,295 | $2,557,429 |
| 2024 | $53,389,039 | $2,899,604 | $6,935,601 | $6,754,163 | 22 | $6,760,579 | $1,962,658 | $2,747,686 |
| 2023 | $56,967,217 | $2,438,463 | $8,016,331 | $7,849,695 | 37 | $7,851,291 | $1,490,405 | $2,965,546 |
| 2022 | $61,097,529 | $1,641,869 | $4,940,909 | $4,841,425 | 39 | $4,843,001 | $611,732 | $3,096,910 |
| 2021 | $65,788,434 | $4,621,489 | $3,208,533 | $3,105,455 | 37 | $3,107,224 | $549,763 | $3,231,107 |
| 2020 | $64,778,512 | $4,951,397 | $2,625,869 | $2,531,135 | 30 | — | $923,428 | $3,192,154 |
Under IRS private-foundation payout rules, David E Simon & Jacqueline S Simon Charitable Foundation reported a distributable amount of $2.6M 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
The foundation’s own mission is not stated in the available information. Its grants include support for organizations with varied purposes. For example, the American Israel Public Affairs Committee describes its mission as strengthening and expanding the U.S.-Israel relationship. Birthright Israel Foundation says it raises funds for educational trips to Israel for young Jewish adults, while Youth Renewal Fund says it raises funds to develop educational programs for disadvantaged Israeli youths and improve educational standards.
Other supported organizations describe work in Indiana economic education and promotion (Indiana Innovation Council) and confronting antisemitism and hate, standing with Israel, and teaching Holocaust lessons (Simon Wiesenthal Center).
Grantmaking
In 2024, the foundation reported 22 grants totaling $6,754,163. Grant amounts ranged from $500 to $2,000,000, with a median of $50,000. Its 2025 filing, the latest on this page, reports 15 grants totaling $5.7 million.
Among the largest reported grants were $2,000,000 to the Anti-Defamation League; $1,200,000 to UJA-Federation of New York for its Israel Emergency Day After Fund; $815,518 to Park Avenue Synagogue; and $750,000 to the American Israel Public Affairs Committee for information and member education. Other notable grants included $500,000 each to Ner L'Horeinu Inc. for its Fallen Heroes Fund and Gemilos Chasodim Chasdei Moshe for general operating support, and $250,000 to the American Israel Education Foundation for educational and outreach initiatives.
Leadership & Key People
Leadership team and compensation from IRS filings
David E Simon and Jacqueline S Simon are listed as trustees.
David E Simon & Jacqueline S Simon Charitable Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
David E. Simon
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jacqueline S. Simon
Trustee
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about David E Simon & Jacqueline S Simon Charitable Foundation
How much does David E Simon & Jacqueline S Simon Charitable Foundation give each year?
David E Simon & Jacqueline S Simon Charitable Foundation gave $5.7M across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6.8M across 22 grants.
What is David E Simon & Jacqueline S Simon Charitable Foundation's typical grant size?
David E Simon & Jacqueline S Simon Charitable Foundation's median grant in 2025 was $150,000, and its average grant was $379,312, across 15 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from David E Simon & Jacqueline S Simon Charitable Foundation that year got $262K on average.
Where does David E Simon & Jacqueline S Simon Charitable Foundation give grants?
David E Simon & Jacqueline S Simon Charitable Foundation gives mostly in New York: 58% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (18%) and Minnesota (18%). The most frequent recipient cities were New York, NY (4 grants), Washington, DC (2 grants) and Miami Beach, FL (2 grants).
Does David E Simon & Jacqueline S Simon Charitable Foundation give general operating support?
Yes: 53% of David E Simon & Jacqueline S Simon Charitable Foundation's 2025 grants with a stated purpose (8 of 15) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are David E Simon & Jacqueline S Simon Charitable Foundation's largest grantees?
David E Simon & Jacqueline S Simon Charitable Foundation's largest 2025 grantees include Anti-Defamation League (ADL) ($2,000,000), Mayo Clinic ($1,000,000) and UJA-Federation of New York ($1,000,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is David E Simon & Jacqueline S Simon Charitable Foundation?
David E Simon & Jacqueline S Simon Charitable Foundation reported $50.3M in total assets on its 2025 IRS Form 990-PF. It paid out $5.7M in qualifying distributions that year, against a required minimum of $2.6M (roughly 5% of its investment assets).
What does David E Simon & Jacqueline S Simon Charitable Foundation fund?
The foundation’s own mission is not stated in the available information. Its grants include support for organizations with varied purposes. For example, the American Israel Public Affairs Committee describes its mission as strengthening and expanding the U.S.-Israel relationship. See mission & focus areas ↑
How do I apply for a grant from David E Simon & Jacqueline S Simon Charitable Foundation?
The filing lists David and Jacqueline Simon as contacts. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is David E Simon & Jacqueline S Simon Charitable Foundation's EIN?
David E Simon & Jacqueline S Simon Charitable Foundation's EIN (Employer Identification Number) is 14-1859319. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 10, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work David E Simon & Jacqueline S Simon Charitable Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in David E Simon & Jacqueline S Simon Charitable Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Indiana
The Chicago Community Trust
Chicago, IL
The Chicago Community Trust funds eligible nonprofits working to narrow the wealth gap and meet urgent needs, with priorities including economic mobility, education, jobs, homeownership, and community development in metropolitan Chicago and Cook County. Its 2025 grants had a median of $26,500, though amounts varied widely; the profile does not state whether it accepts unsolicited requests.
Assets
$7.1B
Grants
4,316
Total Given
$1.2B
Lilly Endowment Inc
Indianapolis, IN
Lilly Endowment funds community development, education and youth, and religion, with priority given to Indianapolis and Indiana and some national support, especially for religion. Its 2025 grants had a median of $100,000, though awards varied widely; for community development requests, it suggests starting with a brief preliminary letter.
Assets
$105.9B
Grants
2,285
Total Given
$3.9B
National Collegiate Athletic Association
Indianapolis, IN
The NCAA funds college sports, including member conferences and schools, championships, student-athlete programs, coaching and athletics administration, and academic initiatives. Its 2025 grants ranged from $5,000 to $61.9 million, with a median of $16,228; recipients were across the United States, with the largest reported shares in Texas, North Carolina, Illinois, and Alabama. The profile does not state whether the NCAA accepts unsolicited requests.
Assets
$1.1B
Grants
591
Total Given
$627.8M
Central Indiana Community Foundation Inc
Indianapolis, IN
Through its funds and collaborative entities, CICF supports a broad range of charitable work, including equity, food access, childcare, arts, nature, and youth programs, primarily in Central Indiana. Its 2024 grants had a median award of $25,000; some funds offer competitive applications, while others are invitation-only, and CICF itself does not directly award grants.
Assets
$583.5M
Grants
525
Total Given
$31.1M
University of Notre Dame du Lac
Notre Dame, IN
The University of Notre Dame supports student aid, Catholic education and mission, research, academics, athletics, and other university priorities, with grants reported to organizations and institutions in multiple U.S. states. Its 2025 grants ranged from $5,500 to $36.5 million, with a median of $30,480; some specific programs solicit eligible proposals, but no general policy on unsolicited requests is stated.
Assets
$29.6B
Grants
462
Total Given
$84.8M
United Way of Central Indiana Inc
Indianapolis, IN
United Way of Central Indiana funds nonprofits addressing basic needs, early learning, economic mobility, safe and affordable housing, and organizational capacity in Boone, Hamilton, Hancock, Hendricks, Marion, Morgan, and Putnam counties. Its 2025 grants ranged from $86 to $1.74 million, with a median of $16,238. The profile does not state whether it accepts unsolicited requests.
Assets
$255.2M
Grants
370
Total Given
$29.9M
More similar funders
More Funders in Indiana
Cite this profile
Grantable. (2026). David E Simon & Jacqueline S Simon Charitable Foundation funder profile. GrantGraph. Retrieved November 2, 2026, from https://grantable.co/funders/david-e-simon-and-jacqueline-s-simon-charitable-foundation-morg_0d8c80f1b9cf4dc5b9d6a0dcbff4f02b
BibTeX
@misc{grantable_141859319_2026,
author = {{Grantable}},
title = {{David E Simon \& Jacqueline S Simon Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/david-e-simon-and-jacqueline-s-simon-charitable-foundation-morg_0d8c80f1b9cf4dc5b9d6a0dcbff4f02b},
note = {Accessed 2026-11-02. 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 David E Simon & Jacqueline S Simon Charitable Foundation'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.
David E Simon & Jacqueline S Simon Charitable Foundation down — hundreds of funders to go?