Ronald M Simon Family Foundation
Ronald M Simon Family Foundation is a private foundation focused on Education, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.8M in total assets. In 2024, it awarded 17 grants totaling $2.6M. Net investment income was $3.9M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$13.8M
+81.1% YoY
Annual Giving
$2.6M
+42.2% YoY
Grant Count
17
+88.9% YoY
Avg Grant Size
$155K
-24.7% YoY
About Ronald M Simon Family Foundation
Based on IRS filings
Ronald M Simon Family Foundation is a private foundation focused on Education, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.8M in total assets. In 2024, it awarded 17 grants totaling $2.6M. Net investment income was $3.9M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $13,837,363 | $7,639,915 | $4,821,566 |
| Revenue | $16,746,550 | $8,583,595 | $5,097,303 |
| Expenses | $14,923,226 | $7,099,373 | $4,931,686 |
| Qualifying Distributions | $9,098,730 | $6,909,788 | $4,926,433 |
| Net Investment Income | $3,940,552 | $172,649 | $30,831 |
| Distributable Amount | — | — | — |
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
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Scholarships to University Students ($1,629,678), Simon Builders Program - See Attached Detail ($584,836), Pacific Symphony ($125,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CASA TERESA INC ORANGE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $60,000 |
| CHAPMAN UNIVERSITY ORANGE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| CHARITABLE VENTURES OF ORANCE COUNTY SANTA ANA, CA | GENERAL OPERATING EXPENSES | $3,500 |
| COMMUNITY SERVICE PROJECT HOPE ALLIANCE COSTA MESA, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $1,469 |
| HISPANIC 100 FOUNDATION IRVINE, CA | GENERAL OPERATING EXPENSES | $8,970 |
| HOPE BUILDERS SANTA ANA, CA | GENERAL OPERATING EXPENSES | $10,000 |
| IMPACTGIVING MENIFEE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $7,752 |
| KHERUT ANAHEIM, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $100,000 |
| MIRACLES FOR KIDS IRVINE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 |
| PACIFIC SYMPHONY IRVINE, CA | GENERAL OPERATING EXPENSES | $125,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALEX CALEBRESE | DIRECTOR | — | — |
| BENJAMIN DRUTMAN | PRESIDENT | 40 | $311,538 |
| GARY SINGER ESQ | CHAIRMAN | — | — |
| GILBERT LEVASSEUR JR | DIRECTOR | — | — |
| JAMES B FREEDMAN | DIRECTOR | — | — |
| JAMES V MAZZO | DIRECTOR | — | — |
| JIM DOTI | DIRECTOR | — | — |
| KATHY SIMON ABELS | VICE-CHAIR | 40 | $342,378 |
| RANDY THOMPSON | TREASURER | — | — |
| RONALD M SIMON | FOUNDING CHAIRMAN | — | — |
| SANDI SIMON | DIRECTOR | — | — |
| STEVEN H SIMON | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ronald M Simon Family Foundation?
Ronald M Simon Family Foundation is a private foundation focused on Education, based in NEWPORT BEACH, CA. It holds $13.8M in total assets as of 2024.
How large is Ronald M Simon Family Foundation?
As of 2024, Ronald M Simon Family Foundation holds $13.8M in total assets with $16.7M in annual revenue. It awarded 17 grants totaling $2.6M in 2024.
Where does Ronald M Simon Family Foundation operate?
Ronald M Simon Family Foundation has awarded grants in California.
What size grants does Ronald M Simon Family Foundation award?
In 2024, Ronald M Simon Family Foundation awarded 17 grants totaling $2.6M — an average of about $155K per grant, based on its IRS Form 990 filings.
What is Ronald M Simon Family Foundation's EIN?
Ronald M Simon Family Foundation's EIN (Employer Identification Number) is 27-2399226. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Ronald M Simon 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.