Elephant Rock Foundation Inc

Private foundation · Grantmaker Providence, RI EIN: 04-3451161

Elephant Rock Foundation Inc is a private foundation, based in Providence, RI. IRS filing data is available from 2020 through 2023. In 2023, it awarded 5 grants totaling $6.6M. Net investment income was $88K.

Key facts about Elephant Rock Foundation Inc

In short: Elephant Rock Foundation Inc gave $6.6M across 5 grants in 2023 (avg $1.3M), mostly in New York. Source: 2023 IRS Form 990-PF.

EIN
04-3451161
Latest 990 filing
Form 990-PF, 2023
Annual giving (2023)
$6,605,499
Grants made (2023)
5
Average grant
$1,321,100
Median grant
$119,586
Primary geography
New York (50% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated September 2026.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$6.6M

+11910.0% YoY

Grant Count

5

+150.0% YoY

Avg Grant Size

$1.3M

+4704.0% YoY

Under IRS private-foundation payout rules, Elephant Rock Foundation Inc reported a distributable amount of $80K for 2023 — the minimum it must pay out in qualifying distributions.

How Elephant Rock Foundation Inc gives

  • Giving grew 3029% from 2020 to 2023. Method
  • In 2023 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

6states

Share of all 5 itemized 2023 grant dollars.

Cities

New YorkBostonPittsfiledPutneyStockbridgeAlexandriaBecketBronxGreat BarringtonIthacaPortlandWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M$8M23 grants20204 grants20212 grants20225 grants2023

From 2020 to 2023, annual grant giving ranged from $55K (2022) to $6.6M (2023). In 2023 it made 5 grants totaling $6.6M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2023

Lenat Foundation: $3.3M across 2 grantsLenat Foundation$3.3M · 2 grantsFidelity Charitable Fund: $3.3M across 2 grantsFidelity Charitable Fund$3.3M · 2 grantsAnimal Haven: $25KAnimal Haven$25K

The largest 2023 recipient was Lenat Foundation ($3.3M across 2 grants). Together the top 3 received $6.6M.

Grant Size Distribution

34 grants across all recorded years

30<$50K1$50–100K1$100–250K$250–500K$500K–1M2$1–5M$5M+

The most common grant size was under $50K: 30 grants of 34 (88%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Lenat Foundation New York, NYGeneral Use of Donee$3,190,755
Fidelity Charitable Fund Boston, MAGeneral Use of Donee$3,183,969
Lenat Foundation New York, NYGeneral Use of the Donee$119,586
Fidelity Charitable Fund Boston, MAGeneral Use of Donee$86,189
Animal Haven New York, NYGeneral Use of Donee$25,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2020202120222023
Metric202320222021
Total Assets—$4,713,178$5,051,287
Revenue$64,356$160,891$215,337
Expenses$6,647,226$204,812$196,144
Qualifying Distributions$6,605,499$55,000$85,000
Net Investment Income$88,408$172,984$212,188
Distributable Amount$80,023$163,659$313,621

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2023

Leadership & Key People

Officers and directors from IRS filings

Elephant Rock Foundation Inc is led by Jonathan Simon, President on every filing since 2020; none of the 6 officers listed in 2023 report compensation.

Officers on the 2023 filing

  • Jonathan Simon

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Andrew Simon

    Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Ethan Simon

    Board Member

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jeanine McAdam

    Clerk

    On filings since 2020

    1 hr/week

    No compensation reported

  • Luke Simon

    Board Member

    On filings since 2020

    1 hr/week

    No compensation reported

  • Patrice Battey-Simon

    Board Member

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2023. "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 Elephant Rock Foundation Inc

How much does Elephant Rock Foundation Inc give each year?

Elephant Rock Foundation Inc gave $6.6M across 5 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $55K across 2 grants.

What is Elephant Rock Foundation Inc's typical grant size?

Elephant Rock Foundation Inc's median grant in 2023 was $119,586, and its average grant was $1,321,100, across 5 grants on its 2023 IRS Form 990-PF.

Where does Elephant Rock Foundation Inc give grants?

Elephant Rock Foundation Inc gives mostly in New York: 50% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (50%). The most frequent recipient cities were New York, NY (3 grants) and Boston, MA (2 grants).

Does Elephant Rock Foundation Inc give general operating support?

Yes: 100% of Elephant Rock Foundation Inc's 2023 grants with a stated purpose (5 of 5) were for general or operating support, per its 2023 IRS Form 990-PF.

Who are Elephant Rock Foundation Inc's largest grantees?

Elephant Rock Foundation Inc's largest 2023 grantees include Lenat Foundation ($3,310,341 across 2 grants), Fidelity Charitable Fund ($3,270,158 across 2 grants) and Animal Haven ($25,000), according to its 2023 IRS Form 990-PF.

How much is Elephant Rock Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Elephant Rock Foundation Inc reported a distributable amount of $80K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Elephant Rock Foundation Inc's EIN?

Elephant Rock Foundation Inc's EIN (Employer Identification Number) is 04-3451161. IRS Form 990 filing data is available on this page for 2020–2023.

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

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