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
Under IRS private-foundation payout rules, David E Simon & Jacqueline S Simon reported a distributable amount of $2.7M for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Anti-defamation League (adl) ($2,000,000), Uja-federation of New York ($1,200,000), Park Avenue Synagogue ($815,518).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN ISRAEL EDUCATION FOUNDATION INC (AIEF) WASHINGTON, DC | CONTRIBUTION TO SUPPORT EDUCATIONAL AND OUTREACH INITIATIVES INCLUDING EDUCATIONAL SEMINARS | $250,000 |
| ANTI-DEFAMATION LEAGUE (ADL) NEW YORK, NY | GRANT PAYMENT | $2,000,000 |
| AMERICAN FRIENDS OF BEIT RUTH INC JERICHO, NY | QUALITY EDUCATION AND CRITICAL THERAPY PROGRAMS AND SERVICES | $500 |
| BIRTHRIGHT ISRAEL FOUNDATION NEW YORK, NY | CONTRIBUTION TO GENERAL OPERATING SUPPORT | $180,000 |
| BLOUNT COUNTY CHILDREN'S ADVOCACY CENTER INC MARYVILLE, TN | NEW HOPE CHILDREN'S ADVOCACY CENTER | $2,000 |
| CONGREGATION BETH EL ZEDECK INDIANAPOLIS, IN | 2024 ANNUAL DUES | $27,000 |
| NER L'HOREINU INC SUN LAKES, AZ | CONTRIBUTION TO FALLEN HEROES FUND | $500,000 |
| GEMILOS CHASODIM CHASDEI MOSHE BROOKLYN, NY | CONTRIBUTION TO GENERAL OPERATING SUPPORT | $500,000 |
| HORACE MANN SCHOOL NEW YORK, NY | GIFT CARDS TO HORACE MANN SCHOOL ANNUAL BENEFIT | $2,500 |
| INDIANA GOLF FOUNDATION FRANKLIN, IN | CONTRIBUTION TO GENERAL OPERATING SUPPORT | $200,000 |
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
Frequently Asked Questions
What does David E Simon & Jacqueline S Simon fund?
The foundation's giving priorities include: • Education • Human Services • Jewish organizations • Philanthropy and voluntarism
How do I apply for a grant from David E Simon & Jacqueline S Simon?
**Grant Activity:** • Total giving in 2023: $7,849,695 • Total giving in 2022: $4,800,000 • Total giving in 2020: $2,500,000 • Number of grants in 2023: 30 grants • Historical grant count: 106 grants totaling $10.5 million across available records **Grant Sizes:** • Average grant amount: $99,000 • Median grant amount: $22,000–$36,000 • Grant range: $250 to $2,050,000 • Recent notable grants include $600,000 to YRF Darca, $500,000 to Intrepid Fallen Heroes Fund, and $500,000 to American Friends …
Where does David E Simon & Jacqueline S Simon make grants?
The foundation primarily funds organizations in: • New York • Indiana • Florida
What size grants does David E Simon & Jacqueline S Simon award?
In 2024, David E Simon & Jacqueline S Simon awarded 22 grants totaling $6.8M — an average of about $307K per grant, based on its IRS Form 990 filings.
How much is David E Simon & Jacqueline S Simon required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, David E Simon & Jacqueline S Simon reported a distributable amount of $2.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is David E Simon & Jacqueline S Simon's EIN?
David E Simon & Jacqueline S Simon's EIN (Employer Identification Number) is 14-1859319. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.