Margo Simons Family Foundation
Margo Simons Family Foundation is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.8M in total assets. In 2025, it awarded 9 grants totaling $210K. Net investment income was $147K.
Margo Simons Family Foundation at a glance
In short: Margo Simons Family Foundation gave $210K across 9 grants in 2025 (avg $23K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $210,000
- +64.8% vs 2024
- Grants made (2025)
- 9
- +28.6% vs 2024
- Average grant
- $23,333
- +28.2% vs 2024
- Median grant
- $25,000
- Total assets
- $3,785,284
- -2.2% vs 2024
- Primary geography
- California (55% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Margo Simons Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was St Helena Community Church ($50K). Together the top 9 received $210K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 34 grants of 36 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Margo Simons Family Foundation gives
- Giving grew 57% from 2022 to 2025. Method
- In 2025 it paid out 95% 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 $55K (2020) to $3.9M (2019). In 2025 it made 9 grants totaling $210K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Helena Community Church Saint Helena, CA | General & Unrestricted | $50,000 |
| St Helena Hospital Foundation St Helena, CA | Cancer Center | $25,000 |
| The York Land Trust York, ME | General & Unrestricted | $25,000 |
| St Helena Beautification Foundation St Helena, CA | General & Unrestricted | $25,000 |
| Mayo Clinic Rochester, MN | President's Strategic Initiative Op Fd | $25,000 |
| Goodwin Living Foundation Alexandria, VA | General & Unrestricted | $20,000 |
| Sustainable St Helena Enviiron Alli St Helena, CA | General & Unrestricted | $15,000 |
| Insight on the Inside Washington, DC | General & Unrestricted | $15,000 |
| Xerces Society Portland, OR | General & Unrestricted | $10,000 |
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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 | $3,785,284 | $166,105 | $251,941 | $210,000 | 9 | $214,353 | $147,213 | $226,437 |
| 2024 | $3,871,120 | $739,335 | $149,451 | $127,400 | 7 | $131,900 | $721,784 | $200,574 |
| 2023 | $3,281,236 | $48,222 | $116,436 | $92,600 | 6 | $97,348 | $97,278 | $187,661 |
| 2022 | $3,349,450 | $231,722 | $162,976 | $133,500 | 7 | $145,039 | $215,285 | $190,432 |
| 2021 | $3,280,704 | $156,130 | $174,646 | $140,000 | 7 | $152,567 | $135,051 | $206,967 |
| 2020 | $3,302,913 | $62,843 | $85,553 | $55,000 | 3 | — | $74,031 | $180,362 |
| 2019 | $3,325,623 | $261,435 | $3,910,930 | $3,874,234 | 15 | — | $242,097 | $325,543 |
Under IRS private-foundation payout rules, Margo Simons Family Foundation reported a distributable amount of $226K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Margo Simons Family Foundation is led by Margo L Simons, President since 2021 (on filings since 2019); none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Margo L Simons
President
Director & President → President, 2021
On filings since 2019
0.5 hrs/week
No compensation reported
Elizabeth Emge
Secretary
Director & Secretary → Director, Secretary & Treasurer, 2020
Director, Secretary & Treasurer → Secretary, 2021
On filings since 2019
0.5 hrs/week
No compensation reported
Former officers (2)
- Former: James Rexroad Simons (2019–2020) — Dir* & Treas*
- Former: John N Simons Jr. (2019–2020) — Dir*
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.
Frequently asked questions about Margo Simons Family Foundation
How much does Margo Simons Family Foundation give each year?
Margo Simons Family Foundation gave $210K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $127K across 7 grants.
What is Margo Simons Family Foundation's typical grant size?
Margo Simons Family Foundation's median grant in 2025 was $25,000, and its average grant was $23,333, across 9 grants on its 2025 IRS Form 990-PF.
Where does Margo Simons Family Foundation give grants?
Margo Simons Family Foundation gives mostly in California: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Maine (12%) and Minnesota (12%). The most frequent recipient cities were St Helena, CA (4 grants).
Does Margo Simons Family Foundation give general operating support?
Yes: 78% of Margo Simons Family Foundation's 2025 grants with a stated purpose (7 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Margo Simons Family Foundation's largest grantees?
Margo Simons Family Foundation's largest 2025 grantees include St Helena Community Church ($50,000), St Helena Hospital Foundation ($25,000) and The York Land Trust ($25,000), according to its 2025 IRS Form 990-PF. Together they received 48% of its itemized 2025 grant dollars.
How large is Margo Simons Family Foundation?
Margo Simons Family Foundation reported $3.8M in total assets on its 2025 IRS Form 990-PF. It paid out $214K in qualifying distributions that year, against a required minimum of $226K (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 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 29, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 2, 2026)
- IRS filings on file for fiscal years 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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