Paul S and Carolyn a Simon Foundation

AUGUSTA, GA EIN: 58-2272273

Paul S and Carolyn a Simon Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AUGUSTA, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $516K in total assets. In 2024, it awarded 14 grants totaling $28K. Net investment income was $45K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$516K

+11.6% YoY

Annual Giving

$28K

-46.9% YoY

Grant Count

-6.7% YoY

Avg Grant Size

$2K

-43.1% YoY

Under IRS private-foundation payout rules, Paul S and Carolyn a Simon Foundation reported a distributable amount of $40K for 2024 — the minimum it must pay out in qualifying distributions.

About Paul S and Carolyn a Simon Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $94K (89%)

New York $4K (3%)

South Carolina $4K (3%)

Tennessee $2K (2%)

Maryland $1K (1%)

Texas $1K (1%)

States

Georgia Maryland New York South Carolina Tennessee Texas

Cities

AtlantaAugustaColumbiaGreenvilleHoustonLuthervilletimoniumMemphisNew YorkStaten Island

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$516,107	$462,522	$471,238
Revenue	$45,271	$44,519	$59,222
Expenses	$30,714	$53,235	$6,307
Qualifying Distributions	$28,000	$54,138	$6,250
Net Investment Income	$45,271	$44,519	$59,222
Distributable Amount	$39,516	$33,281	$33,524

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

40 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Episcopal Day School ($8,000), Heritage Academy ($5,000), Tuttle Newton Home ($2,500).

Recipient	Purpose	Amount
AMERICAN HEART ASSOCIATION AUGUSTA, GA	TO HELP AMERICAN HEART ASSOCIATION FUND LIFESAVING RESEARCH, ADVOCATE FOR HEALTHIER COMMUNITIES, IMPROVE PATIENT CARE AND WORK FOR EQUITABLE HEALTH FOR ALL PEOPLE	$1,000
AMERICAN RED CROSS AUGUSTA, GA	TO HELP THE AMERICAN RED CROSS COLLECT BLOOD THROUGH BLOOD DRIVES AND SUPPLY IT TO HOSPITALS AND TRANSFUSION CENTERS ACROSS THE U.S.	$1,000
CHILD ENRICHMENT AUGUSTA, GA	TO HELP CHILD ENRICHMENT SERVE CHILDREN WHO WERE PHYSICALLY OR SEXUALLY ABUSED, SEVERELY NEGLECTED, ABANDONED, OR SEX TRAFFICKED	$1,000
CURE PSP INC NEW YORK, NY	TO HELP CURE PSP, INC RAISE AWARENESS, BUILD COMMUNITY, IMPROVE CARE AND FIND A CURE FOR PSP, CBD AND MSA.	$1,000
EPISCOPAL DAY SCHOOL AUGUSTA, GA	TO HELP EPISCOPAL DAY SCHOOL PREPARE STUDENTS FOR HIGH SCHOOL	$8,000
HERITAGE ACADEMY AUGUSTA, GA	TO HELP HERITAGE ACADEMY PROVIDE A QUALITY CHRIST CENTERED EDUCATION TO CHILDREN OF DIVERSE ECONOMIC, RACIAL AND ETHNIC BACKGROUNDS, EMPOWERING THEM TO BECOME A POSITIVE INFLUENCE	$5,000
MD ANDERSON AUGUSTA, GA	TO HELP M.D. ANDERSON SUPPORT AND IMPROVE A COMMUNITY'S HEALTH	$1,000
SHRINERS CHILDRENS HOSPITAL GREENVILLE, SC	TO HELP SHRINERS CHILDRENS HOSPITAL PROVIDE HEALTH, HOPE AND A FUTURE TO CHILDREN AND FAMILIES IN NEED	$1,000
ST JUDE CHILDRENS HOSPITAL MEMPHIS, TN	TO HELP ST JUDE CHILDREN'S HOSPITAL ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT	$1,000
THE SALVATION ARMY AUGUSTA, GA	TO HELP THE SALVATION ARMY PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PAUL S SIMON	PRESIDENT	0.25	—
CAROLYN A SIMON	VICE PRESIDENT/SECRETARY	0.25	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Paul S and Carolyn a Simon Foundation?

Paul S and Carolyn a Simon Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AUGUSTA, GA. It holds $516K in total assets as of 2024.

How large is Paul S and Carolyn a Simon Foundation?

As of 2024, Paul S and Carolyn a Simon Foundation holds $516K in total assets with $45K in annual revenue. It awarded 14 grants totaling $28K in 2024.

Where does Paul S and Carolyn a Simon Foundation operate?

Paul S and Carolyn a Simon Foundation has awarded grants in Georgia, Maryland, New York, South Carolina, Tennessee, Texas.

What size grants does Paul S and Carolyn a Simon Foundation award?

In 2024, Paul S and Carolyn a Simon Foundation awarded 14 grants totaling $28K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Paul S and Carolyn a Simon Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Paul S and Carolyn a Simon Foundation reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Paul S and Carolyn a Simon Foundation's EIN?

Paul S and Carolyn a Simon Foundation's EIN (Employer Identification Number) is 58-2272273. IRS Form 990 filing data is available on this page for 2020–2024.