Julie and Brian Simmons Foundation

PALM BEACCH, FL EIN: 36-4382077

The Julie and Brian Simmons Foundation is a private family foundation established in 2001, based in Palm Beach, Florida, with an additional office in Chicago, Illinois. The foundation is the philanthropic vehicle of financier Brian Simmons and his wife, Julie. It operates as a 501(c)(3) nonprofit organization exempt from federal income tax.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$884K

+40.9% YoY

Grant Count

43

+19.4% YoY

Avg Grant Size

$21K

+18.0% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's grantmaking areas of interest include:

  • Education
  • Youth
  • Arts and culture
  • Health and human services
  • Historic preservation
  • Community development
  • Philanthropy and voluntarism

Grantmaking

How to Apply

** The foundation does not maintain a website to guide grantseekers. However, according to available information, the foundation appears to accept applications for funding, though prospective applicants are encouraged to reach out first before submitting a proposal.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

  • Florida
  • Illinois
  • Massachusetts

The foundation has demonstrated particular interest in Chicago-area organizations and institutions.

Grant Distribution by State

18states
+10 more states

Cities

BOSTONCHARLESTONCHARLOTTECHARLOTTESVILLECHICAGOCLAYTONCOCONUT GROVEDEDHAMDEERFIELDDUNDEEELMSFORDGARRISONHATTFIELDHOUSTONITHACAKEY BISCAYNELAKE WORTHLONG ISLAND CITYMCPHERSONMISSISSIPPI STATE

Financial History

Multi-year comparison from IRS filings

Total Assets: $3,219,319

Total Annual Giving: $884,255

Federal Tax Status: Exempt from federal income tax under 501(c)(3)

State of Incorporation: Delaware

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$221K$442K$663K$884K25 grants202045 grants202133 grants202236 grants202343 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

COX SCIENCE CENTER AND A…$255KCHICAGO PUBLIC EDUCATION…$100KPRESERVATION OF PALM BEACH$75KUS SKI & SNOWBOARD ASSOC…$56KRANSOM EVERGLADES SCHOOL$50KGLADES ACADEMY FOUNDATION$25KNORTON MUSEUM OF ART$25KNANTUCKET COMMUNITY SAIL…$25KEVERGLADES FOUNDATION$25KSOCIETY OF THE FOUR ARTS$25K

Grant Size Distribution

182 grants across all recorded years

171<$50K5$50–100K4$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Brian P. Simmons is a graduate of Cornell University who founded CHS Capital in 1988. He is currently Managing Partner and founder of Shorehill Capital LLC, a Chicago-based private equity firm. He serves as a Trustee of Deerfield Academy.

Julie Simmons is co-founder of the foundation alongside her husband, Brian.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BRIAN P SIMMONSPRESIDENT1
JULIE D SIMMONSV.P/ SECRETARY1
PAIGE P WALSHASST. TREASURER1

Recent News & Activity

Recent developments and announcements

The foundation maintains a low profile and keeps limited public information about its grantmaking practices. The foundation steadily supports Cornell University, Brian Simmons' alma mater. It has also provided support to Deerfield Academy, where Brian Simmons serves as a trustee, and has supported the Chicago Public Education Fund.

Founding faculty member Brian Simmons establishes scholarship award

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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