Robert Ellis Simon Foundation
Robert Ellis Simon Foundation is a private foundation, based in Los Angeles, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 9 grants totaling $355K. Net investment income was $580K.
Robert Ellis Simon Foundation at a glance
In short: Robert Ellis Simon Foundation gave $355K across 9 grants in 2024 (avg $39K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $355,000
- +7.8% vs 2023
- Grants made (2024)
- 9
- -10.0% vs 2023
- Average grant
- $39,444
- +19.8% vs 2023
- Median grant
- $53,000
- Total assets
- $2,801,023
- +4.3% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Robert Ellis Simon Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Step up on 2ND ($80K). Together the top 9 received $355K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 29 grants of 41 (71%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
States
Cities
How Robert Ellis Simon Foundation gives
- Giving grew 20% from 2021 to 2024. Method
- In 2024 it paid out 122% of its IRS minimum distribution (the 5% rule). 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 2020 to 2024, annual grant giving ranged from $39K (2022) to $355K (2024). In 2024 it made 9 grants totaling $355K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Step up on 2ND Santa Monica, CA | This organization provides permanent supportive housing, workforce development and member-driven supportive services to help individuls with mental health illnesses. | $80,000 |
| Larca Los Angeles, CA | Organization allows class members to take advantage of job training services preparing them to enter the work force. | $59,000 |
| Muslims for Progressive Values Los Angeles, CA | Organization's mission is to inculcate a culture rooted in human rights through public education, advocacy, and the arts. | $58,000 |
| Live Oak Mental Wellness Project Palmdale, CA | Organization works to make mental health support more accessible. They share information in providing mental wellness at home and providing workshops. | $54,000 |
| Watts of Power Foundation Los Angeles, CA | Their initiative is a program that addresses the social, emotional and housing needs of black male teachers-in-training. | $53,000 |
| One Generation Van Nuys, CA | ORGANIZATION PROVIDES PROGRAMS AND SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS THAT HELP KEEP THEM SAFE AND PROTECTED. THEY PROMOTE PHYsical health and mental well being and access to food and resources. | $25,000 |
| Accompany Worldwide Los Angeles, CA | Organization supports korean single mothers who have lost their homes to the domestic violation. | $24,000 |
| Didi Hirsch Mental Health Services Culver City, CA | This organization provides support for other organizations that provides quality mental health and substance abuse services in communities where stigma or poverty limit access to such services. | $1,000 |
| Alliance for Children's Rights Los Angeles, CA | This organization protects rights of young people by clearing barriers to stability and opportunity to families impacted by foster care so they can access the support and services they need to thrive. | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,801,023 | $626,057 | $511,347 | $355,000 | 9 | $461,861 | $579,809 | $379,437 |
| 2023 | $2,686,313 | $360,218 | $450,713 | $329,200 | 10 | $329,200 | $324,496 | $319,436 |
| 2022 | $2,776,808 | $302,654 | $178,070 | $38,750 | 7 | $38,750 | $250,682 | $317,514 |
| 2021 | $2,652,224 | $376,076 | $418,015 | $295,315 | 8 | $295,315 | $341,516 | $336,455 |
| 2020 | $2,694,163 | $449,706 | $346,642 | $235,000 | 7 | — | $405,028 | $281,348 |
Under IRS private-foundation payout rules, Robert Ellis Simon Foundation reported a distributable amount of $379K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert Ellis Simon Foundation's 2024 filing lists 4 officers; 2 of 4 officers listed in 2024 are compensated.
Officers on the 2024 filing
Joan Willens Beerman
Trustee
On filings since 2021
3 hrs/week
$54K (2021) → $70K (2024)
Charles A. Larson Esq.
Trustee
On filings since 2020
1 hr/week
No compensation reported
Joel Mogy
Trustee
On filings since 2020
1 hr/week
No compensation reported
Edina Lekovic
Secretary
On filings since 2020
1 hr/week
$24K (2020) → $30K (2024)
Former officers (2)
- Former: Ralph Williams (2020–2023) — Executive Director
- Former: Joan G. Willens (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $70K, to Joan Willens Beerman (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Robert Ellis Simon Foundation
How much does Robert Ellis Simon Foundation give each year?
Robert Ellis Simon Foundation gave $355K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $329K across 10 grants.
What is Robert Ellis Simon Foundation's typical grant size?
Robert Ellis Simon Foundation's median grant in 2024 was $53,000, and its average grant was $39,444, across 9 grants on its 2024 IRS Form 990-PF.
Where does Robert Ellis Simon Foundation give grants?
Robert Ellis Simon Foundation gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Los Angeles, CA (5 grants).
Does Robert Ellis Simon Foundation give general operating support?
Not in 2024: none of the 9 grants with a stated purpose on Robert Ellis Simon Foundation's 2024 IRS Form 990-PF were described as general or operating support.
Who are Robert Ellis Simon Foundation's largest grantees?
Robert Ellis Simon Foundation's largest 2024 grantees include Step up on 2ND ($80,000), Larca ($59,000) and Muslims for Progressive Values ($58,000), according to its 2024 IRS Form 990-PF. Together they received 55% of its itemized 2024 grant dollars.
How large is Robert Ellis Simon Foundation?
Robert Ellis Simon Foundation reported $2.8M in total assets on its 2024 IRS Form 990-PF. It paid out $462K in qualifying distributions that year, against a required minimum of $379K (roughly 5% of its investment assets).
What is Robert Ellis Simon Foundation's EIN?
Robert Ellis Simon Foundation's EIN (Employer Identification Number) is 95-6035905. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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