James a Simon and Edna R Simon Charitable
James a Simon and Edna R Simon Charitable is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 6 grants totaling $60K. Net investment income was $94K.
James a Simon and Edna R Simon Charitable at a glance
In short: James a Simon and Edna R Simon Charitable gave $60K across 6 grants in 2025 (avg $10K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $60,361
- +52.2% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $10,060
- +52.2% vs 2024
- Median grant
- $9,054
- Total assets
- $1,218,214
- +2.5% vs 2024
- Primary geography
- Pennsylvania (70% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who James a Simon and Edna R Simon Charitable funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Saxton Community Library ($15K). Together the top 6 received $60K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How James a Simon and Edna R Simon Charitable gives
- Giving grew 101% from 2022 to 2025. Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $25K (2020) to $60K (2025). In 2025 it made 6 grants totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Saxton Community Library Saxton, PA | General Support | $15,091 |
| American Cancer Society Oklahoma City, OK | General Support | $12,072 |
| Cornwall United Methodist Cornwall, PA | General Support | $9,054 |
| Hospice Community Care Lancaster, PA | General Support | $9,054 |
| Hopewell Area Senior Citizens Hopewell, PA | General Support | $9,054 |
| Salvation Army West Nyack, NY | General Support | $6,036 |
Ready to take the next step with James a Simon and Edna R Simon Charitable?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,218,214 | $110,500 | $80,557 | $60,361 | 6 | $64,225 | $93,701 | $66,890 |
| 2024 | $1,188,077 | $56,649 | $61,280 | $39,661 | 6 | $43,322 | $41,386 | $64,022 |
| 2023 | $1,192,996 | $738,884 | $38,804 | $26,402 | 6 | $29,451 | $106,962 | $42,710 |
| 2022 | $564,673 | $9,838 | $39,794 | $30,080 | 6 | $32,131 | $5,699 | $28,454 |
| 2021 | $593,644 | $63,348 | $39,458 | $29,797 | 6 | $32,166 | $55,338 | $36,241 |
| 2020 | $565,692 | $19,917 | $35,359 | $25,275 | 6 | — | $13,347 | $27,986 |
| 2019 | $583,276 | $115,013 | $33,965 | $26,148 | 6 | — | $109,200 | $27,213 |
Under IRS private-foundation payout rules, James a Simon and Edna R Simon Charitable reported a distributable amount of $67K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James a Simon and Edna R Simon Charitable's only listed officer is PNC Bank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
PNC Bank N A
Trustee
On filings since 2024
1 hr/week
$18K (2024) → $19K (2025)
Former officers (1)
- Former: PNC Bank NA (2019–2023) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $19K, to PNC Bank N a (Trustee).
Frequently asked questions about James a Simon and Edna R Simon Charitable
How much does James a Simon and Edna R Simon Charitable give each year?
James a Simon and Edna R Simon Charitable gave $60K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $40K across 6 grants.
What is James a Simon and Edna R Simon Charitable's typical grant size?
James a Simon and Edna R Simon Charitable's median grant in 2025 was $9,054, and its average grant was $10,060, across 6 grants on its 2025 IRS Form 990-PF.
Where does James a Simon and Edna R Simon Charitable give grants?
James a Simon and Edna R Simon Charitable gives mostly in Pennsylvania: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Oklahoma (20%) and New York (10%).
Does James a Simon and Edna R Simon Charitable give general operating support?
Yes: 100% of James a Simon and Edna R Simon Charitable's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are James a Simon and Edna R Simon Charitable's largest grantees?
James a Simon and Edna R Simon Charitable's largest 2025 grantees include Saxton Community Library ($15,091), American Cancer Society ($12,072) and Cornwall United Methodist ($9,054), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is James a Simon and Edna R Simon Charitable?
James a Simon and Edna R Simon Charitable reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $64K in qualifying distributions that year, against a required minimum of $67K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in James a Simon and Edna R Simon Charitable's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Paul and Jill Kaneb Family Charitable Foundation
Vero Beach, FL
Assets
—
Grants
18
Total Given
$1.5M
EQT Foundation
Canonsburg, PA
The EQT Foundation funds community enrichment, education and workforce development, and environmental and arts-related work, prioritizing communities within EQT Corporation’s operating footprint, especially in Pennsylvania and West Virginia. Its 2024 median grant was $10,000, though awards ranged from $100 to $800,000; it invites eligible nonprofits and institutions to apply through its website.
Assets
$26.2M
Grants
367
Total Given
$6.3M
The Horn Foundation
Santa Monica, CA
The Horn Foundation supports education and environmental projects, along with organizations addressing related social and environmental challenges, with 2024 grants ranging from $500 to $550,000 and a median of $15,000. Its 2024 giving went mainly to recipients in New York, California, Washington, D.C., Massachusetts, and North Carolina. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$57.0M
Grants
61
Total Given
$3.2M
The Cooper Health System a New Jersey Non-Profit Corporation
Camden, NJ
The Cooper Health System supports organizations serving health care, research, education, and community needs, primarily in New Jersey, with some grants in Pennsylvania and Florida. Its 2024 grants ranged from $6,000 to $1 million, with a median of $10,000. The available information does not state whether it accepts unsolicited requests.
Assets
$2.7B
Grants
15
Total Given
$1.3M
Carrico Family Foundation
Medford, OR
The Carrico Family Foundation funds children, education, health care, youth programs, human services, community improvement, and some capital projects, with projects expected to directly benefit residents of Jackson and Josephine counties, Oregon. Its website says awards average $2,000–$10,000, though recent grants ranged from $1,500 to $350,000. It accepts applications during its annual application period; the website says they must be postmarked by June 20.
Assets
$31.3M
Grants
71
Total Given
$3.0M
Casey Family Foundation
Genoa, NV
The Casey Family Foundation supports a range of charitable organizations; its 2025 grants ranged from $500 to $50,000, with a median of $2,500. Based in Nevada, it awarded the largest shares of its 2025 grants in Massachusetts, California, Michigan, Maine, and Vermont. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$3.7M
Grants
36
Total Given
$240K
More similar funders
More Funders in Pennsylvania
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from James a Simon and Edna R Simon Charitable's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
James a Simon and Edna R Simon Charitable down — hundreds of funders to go?