David E Simon & Jacqueline S Simon
The David E Simon & Jacqueline S Simon Charitable Foundation is a private grantmaking foundation established in 2003 and based in Indianapolis, Indiana. The foundation operates as a non-operating private foundation with a focus on philanthropic giving across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$53.4M
-6.3% YoY
Annual Giving
$6.8M
-14.0% YoY
Grant Count
22
-40.5% YoY
Avg Grant Size
$307K
+44.7% YoY
Mission & Focus Areas
The foundation's giving priorities include:
- Education
- Human Services
- Jewish organizations
- Philanthropy and voluntarism
Grantmaking
The foundation has supported 73 unique organizations, including Park Avenue Synagogue and various educational and human services organizations.
Grant Range
s:**
Average Grant
amount: $99,000
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- New York
- Indiana
- Florida
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $56,967,217–$57,000,000
- Total Revenues: $2,438,463
- Total Expenses: $8,016,331
- Total Liabilities: $0
Asset Growth: Total assets have grown from $471,000 in 2011 to $57 million in 2023.
Contact Information:
- Phone: (317) 636-1600
- Address: PO Box 78394, Indianapolis, IN 46278-0394
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $53,389,039 | $56,967,217 | $61,097,529 |
| Revenue | $2,899,604 | $2,438,463 | $1,641,869 |
| Expenses | $6,935,601 | $8,016,331 | $4,940,909 |
| Qualifying Distributions | $6,760,579 | $7,851,291 | $4,843,001 |
| Net Investment Income | $1,962,658 | $1,490,405 | $611,732 |
| Distributable Amount | $2,747,686 | $2,965,546 | $3,096,910 |
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
165 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- David E Simon – Trustee (Principal Officer)
- Jacqueline S Simon – Trustee
Both serve as unpaid trustees with minimal time commitment (1 hour per week).
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID E SIMON | TRUSTEE | 1 | — |
| JACQUELINE S SIMON | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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—
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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