Deborah Joy Simon Charitable Foundation
Deborah Joy Simon Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $86.4M in total assets. In 2024, it awarded 9 grants totaling $16.4M. Net investment income was $38.6M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$86.4M
+53.3% YoY
Annual Giving
$16.4M
+35.8% YoY
Grant Count
9
+50.0% YoY
Avg Grant Size
$1.8M
-9.5% YoY
Under IRS private-foundation payout rules, Deborah Joy Simon Charitable Foundation reported a distributable amount of $3.9M for 2024 — the minimum it must pay out in qualifying distributions.
About Deborah Joy Simon Charitable Foundation
Based on IRS filings
Deborah Joy Simon Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $86.4M in total assets. In 2024, it awarded 9 grants totaling $16.4M. Net investment income was $38.6M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $86,406,781 | $56,379,296 | $63,711,911 |
| Revenue | $39,688,086 | $5,157,117 | $5,285,762 |
| Expenses | $16,818,529 | $12,512,308 | $9,467,437 |
| Qualifying Distributions | $16,440,601 | $12,103,397 | $9,003,126 |
| Net Investment Income | $38,566,234 | $3,671,604 | $3,764,346 |
| Distributable Amount | $3,863,576 | $4,002,974 | $4,396,327 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Regents of Mercersburg College ($5,000,000), Planned Parenthood Federation of America ($2,000,000), Future Now Institute ($2,000,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE REGENTS OF MERCERSBURG COLLEGE MERCERSBURG, PA | CONTRIBUTION FOR FINANCIAL AID, FACULTY SUPPORT, PROGRAM SUPPORT, CAPITAL, UNRESTRICTED ANNUAL GIVING AND CURRENT-RESTRICTED GIFTING | $5,000,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA NEW YORK, NY | RESOLUTE CAMPAIGN | $2,000,000 |
| AMERICAN INDEPENDENT FOUNDATION WASHINGTON, DC | SUPPORT STRONG INDEPENDENT JOURNALISM THAT HELPS CREATE POSITIVE SOCIETAL CHANGE THROUGH INCREASED PUBLIC AWARENESS OF PROGRESSIVE ISSUES | $500,000 |
| FUTURE NOW INSTITUTE WASHINGTON, DC | SUPPORT NONPARTISAN EDUCATION TO VOTERS AND LEGISLATORS ABOUT THE IMPORTANCE OF DEMOCRATIC PRINCIPLES | $2,000,000 |
| INDIANAPOLIS ZOOLOGICAL SOCIETY INC INDIANAPOLIS, IN | CAMPAIGN FOR OUR ZOO - OUR COMMUNITY - OUR WORLD | $600,000 |
| ANTI-DEFAMATION LEAGUE CHICAGO, IL | ADL MIDWEST ANNUAL FUNDRAISING CAMPAIGN | $2,000,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION NEW YORK, NY | SUPPORT EFFORTS TO PROTECT THE FUTURE OF OUR DEMOCRACY AND ENSURE THE RIGHTS OF ALL INDIVIDUALS, ESPECIALLY THE MOST VULNERABLE | $1,500,000 |
| DEMOCRACY MATTERS FOUNDATION WASHINGTON, DC | SUPPORT PROGRESSIVE COMMUNICATIONS AND PROGRAMS | $1,500,000 |
| ANTI-DEFAMATION LEAGUE CHICAGO, IL | ADL FOR GOOD CAMPAIGN | $1,333,334 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DEBORAH JOY SIMON | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Deborah Joy Simon Charitable Foundation?
Deborah Joy Simon Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, IN. It holds $86.4M in total assets as of 2024.
How large is Deborah Joy Simon Charitable Foundation?
As of 2024, Deborah Joy Simon Charitable Foundation holds $86.4M in total assets with $39.7M in annual revenue. It awarded 9 grants totaling $16.4M in 2024.
Where does Deborah Joy Simon Charitable Foundation operate?
Deborah Joy Simon Charitable Foundation has awarded grants in District of Columbia, Illinois, Indiana, North Carolina, New York, Oregon, Pennsylvania.
What size grants does Deborah Joy Simon Charitable Foundation award?
In 2024, Deborah Joy Simon Charitable Foundation awarded 9 grants totaling $16.4M — an average of about $1.8M per grant, based on its IRS Form 990 filings.
How much is Deborah Joy Simon Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Deborah Joy Simon Charitable Foundation reported a distributable amount of $3.9M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Deborah Joy Simon Charitable Foundation's EIN?
Deborah Joy Simon Charitable Foundation's EIN (Employer Identification Number) is 30-0125798. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Deborah Joy Simon Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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