Margo Simons Family Foundation
Margo Simons Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 7 grants totaling $127K. Net investment income was $722K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.9M
+18.0% YoY
Annual Giving
$127K
+37.6% YoY
Grant Count
7
+16.7% YoY
Avg Grant Size
$18K
+17.9% YoY
Under IRS private-foundation payout rules, Margo Simons Family Foundation reported a distributable amount of $201K for 2024 — the minimum it must pay out in qualifying distributions.
About Margo Simons Family Foundation
Based on IRS filings
Margo Simons Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 7 grants totaling $127K. Net investment income was $722K.
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 | $3,871,120 | $3,281,236 | $3,349,450 |
| Revenue | $739,335 | $48,222 | $231,722 |
| Expenses | $149,451 | $116,436 | $162,976 |
| Qualifying Distributions | $131,900 | $97,348 | $145,039 |
| Net Investment Income | $721,784 | $97,278 | $215,285 |
| Distributable Amount | $200,574 | $187,661 | $190,432 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 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 St Helena Hospital Foundation ($25,000), Mayo Clinic ($25,000), St Helena Community Church ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| St Helena Hospital Foundation St Helena, CA | Cancer Center | $25,000 |
| St Helena Beautification Foundation St Helena, CA | General & Unrestricted | $15,000 |
| Fractured Atlas Inc New York, NY | Barren Grounds restricted fund | $24,900 |
| Center for Conservative Women Herndon, VA | Clare Boothe Luce Center | $10,000 |
| Mayo Clinic Rochester, MN | President's Strategic Initiative Op Fd | $25,000 |
| St Helena Community Church Saint Helena, CA | General & Unrestricted | $25,000 |
| Xerces Society Portland, OR | General & Unrestricted | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Margo L Simons | President | 0.5 | — |
| Elizabeth Emge | Secretary | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Margo Simons Family Foundation?
Margo Simons Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds $3.9M in total assets as of 2024.
How large is Margo Simons Family Foundation?
As of 2024, Margo Simons Family Foundation holds $3.9M in total assets with $739K in annual revenue. It awarded 7 grants totaling $127K in 2024.
Where does Margo Simons Family Foundation operate?
Margo Simons Family Foundation has awarded grants in Arizona, California, District of Columbia, Maine, Minnesota, North Carolina, New York, Oregon, Virginia.
What size grants does Margo Simons Family Foundation award?
In 2024, Margo Simons Family Foundation awarded 7 grants totaling $127K — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is Margo Simons Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Margo Simons Family Foundation reported a distributable amount of $201K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Margo Simons Family Foundation's EIN?
Margo Simons Family Foundation's EIN (Employer Identification Number) is 82-2992313. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Margo Simons Family 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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