James a Simon and Edna R Simon Charitable
James a Simon and Edna R Simon Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 6 grants totaling $40K. Net investment income was $41K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
-0.4% YoY
Annual Giving
$40K
+50.2% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$7K
+50.2% YoY
Under IRS private-foundation payout rules, James a Simon and Edna R Simon Charitable reported a distributable amount of $64K for 2024 — the minimum it must pay out in qualifying distributions.
About James a Simon and Edna R Simon Charitable
Based on IRS filings
James a Simon and Edna R Simon Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 6 grants totaling $40K. Net investment income was $41K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,188,077 | $1,192,996 | $564,673 |
| Revenue | $56,649 | $738,884 | $9,838 |
| Expenses | $61,280 | $38,804 | $39,794 |
| Qualifying Distributions | $43,322 | $29,451 | $32,131 |
| Net Investment Income | $41,386 | $106,962 | $5,699 |
| Distributable Amount | $64,022 | $42,710 | $28,454 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Saxton Community Library ($9,916), American Cancer Society ($7,932), Cornwall United Methodist ($5,949).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY OKLAHOMA CITY, OK | GENERAL SUPPORT | $7,932 |
| SALVATION ARMY WEST NYACK, NY | GENERAL SUPPORT | $3,966 |
| CORNWALL UNITED METHODIST CORNWALL, PA | GENERAL SUPPORT | $5,949 |
| HOSPICE & COMMUNITY CARE LANCASTER, PA | GENERAL SUPPORT | $5,949 |
| SAXTON COMMUNITY LIBRARY SAXTON, PA | GENERAL SUPPORT | $9,916 |
| HOPEWELL AREA SENIOR CITIZENS HOPEWELL, PA | GENERAL SUPPORT | $5,949 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PNC BANK N A | TRUSTEE | 4 | $18,304 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is James a Simon and Edna R Simon Charitable?
James a Simon and Edna R Simon Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. It holds $1.2M in total assets as of 2024.
How large is James a Simon and Edna R Simon Charitable?
As of 2024, James a Simon and Edna R Simon Charitable holds $1.2M in total assets with $57K in annual revenue. It awarded 6 grants totaling $40K in 2024.
Where does James a Simon and Edna R Simon Charitable operate?
James a Simon and Edna R Simon Charitable has awarded grants in New York, Oklahoma, Pennsylvania.
What size grants does James a Simon and Edna R Simon Charitable award?
In 2024, James a Simon and Edna R Simon Charitable awarded 6 grants totaling $40K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is James a Simon and Edna R Simon Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, James a Simon and Edna R Simon Charitable reported a distributable amount of $64K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is James a Simon and Edna R Simon Charitable's EIN?
James a Simon and Edna R Simon Charitable's EIN (Employer Identification Number) is 27-6478339. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.