Richard L and Mary-ann B Simon

COTTONWOOD HEIGHTS, UT EIN: 27-3728375

Richard L and Mary-ann B Simon is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COTTONWOOD HEIGHTS, UT. IRS filing data is available from 2020 through 2021. In 2021, it awarded 4 grants totaling $163K. Net investment income was $36K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$163K

+6420.0% YoY

Grant Count

4

+300.0% YoY

Avg Grant Size

$41K

+1530.0% YoY

About Richard L and Mary-ann B Simon

Based on IRS filings

Richard L and Mary-ann B Simon is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COTTONWOOD HEIGHTS, UT. IRS filing data is available from 2020 through 2021. In 2021, it awarded 4 grants totaling $163K. Net investment income was $36K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

ClaremontHillsdaleSalt Lake CitySan Diego

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$49K$98K$146K$195K20202021
Metric20212020
Total Assets$139,747
Revenue$37,630$6,718
Expenses$177,377$5,988
Qualifying Distributions$163,000
Net Investment Income$35,935$6,530
Distributable Amount$5,958$6,622

Giving Over Time

Total grant dollars and number of grants per year

$0$41K$82K$122K$163K1 grants20204 grants2021

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2021

HILLSDALE COLLEGE$100KSAN DIEGO PSYCHOANALYTIC…$55KFICTION COLLECTIVE INC$6KCLAREMONT INSTITUTE FOR …$2K

Grant Size Distribution

5 grants across all recorded years

3<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

NameTitleHoursCompensation
MARY-ANN B SIMONPresident1
RICHARD L SIMONTreasurer1
TASHA D HATTONSecretary1

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.

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