Ronald M Simon Family Foundation logo

Ronald M Simon Family Foundation

Private foundation · Grantmaker Newport Beach, CA EIN: 27-2399226 Website

The Ronald M Simon Family Foundation is a private foundation based in Newport Beach, California. Its stated mission is to guide underserved students with leadership potential through high school and college toward meaningful careers, principally through the Simon Scholars Program.

Key facts about Ronald M Simon Family Foundation

In short: Ronald M Simon Family Foundation gave $3.3M across 28 grants in 2025 (avg $120K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
27-2399226
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$3,346,864
Grants made (2025)
28
Average grant
$119,531
Median grant
$10,000
Total assets
$14,995,131
Primary geography
California (100% of itemized 2025 grant dollars)
How to apply
The foundation’s filing says it does not restrict giving to preselected organizations. Full details ↓
Deadline
The prospective-student application window listed on the program website is November 10, 2025, through January 26,…

Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$15.0M

+8.4% YoY

Annual Giving

$3.3M

+27.3% YoY

Grant Count

28

+64.7% YoY

Avg Grant Size

$120K

-22.7% YoY

How Ronald M Simon Family Foundation gives

  • 46% of 2025 grantees were also funded in 2024. Method
  • Giving grew 125% from 2022 to 2025. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The Simon Scholars Program’s mission is to guide underserved students who demonstrate leadership potential on a path through high school and college that enhances their opportunities to achieve meaningful careers. The foundation’s filing describes its direct charitable activity as helping students facing difficult life and economic circumstances pursue a college education, with scholarships for tuition and expenses and support for life-skills development.

The foundation’s 2025 grants include organizations with varied charitable activities. For example, Orange County Music and Dance says it provides music and dance education and training for children in Orange County. Chapman University describes its mission as providing a personalized education that supports inquiry, ethical conduct, and productive lives. The Teen Project says it provides housing, education, sober living, and mentoring to young people ages 18 to 24. Pretend City describes its work as supporting young children’s development through play and real-world experiences.

Grantmaking

In 2025, the foundation reported 28 grants totaling $3,346,864. Grant amounts ranged from $274 to $1,737,251, with a median of $10,000. The largest grants included $1,737,251 for “Scholarships to University Students,” $1,000,000 to Orange County Music and Dance Inc., $110,000 to Chapman University, and $75,000 each to Community Service Project Hope Alliance and Young Lives Redeemed.

Review Cycle

The prospective-student application window listed on the program website is November 10, 2025, through January 26, 2026, at 11:59 p.m.

How to Apply

for prospective students.

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Geographic Focus

Where this funder awards grants

All grant dollars reported by recipient state for 2025 went to California recipients. The foundation’s program website lists participating high schools in Orange County, and its history describes resources being redirected to maximize impact in Orange County.

Grant Distribution by State

2states

Share of all 28 itemized 2025 grant dollars.

Cities

Santa AnaIrvineSan ClementeOrangeNewport BeachCosta MesaFullertonAnaheimMenifeeAtlantaDuarteGarden GroveLaguna BeachLaguna HillsSacramentoSanta RosaSun Valley CA

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M4 grants20204 grants20213 grants20229 grants202317 grants202428 grants2025

From 2020 to 2025, annual grant giving ranged from $1.4M (2020) to $3.3M (2025). In 2025 it made 28 grants totaling $3.3M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Scholarships to University Students: $1.7MScholarships to UniversityStudents$1.7MOrange County Music and Dance Inc: $1.0MOrange County Music and DanceInc$1.0MChapman University: $110KChapman University$110KCommunity Service Project Hope Alliance: $75KCommunity Service Project HopeAlliance$75KYoung Lives Redeemed: $75KYoung Lives Redeemed$75KTeen Project: $53KTeen Project$53KBracken's Chicken: $50KBracken's Chicken$50KVeteran's Relief Foundation: $50KVeteran's Relief Foundation$50KChoc Children's Foundation: $34KChoc Children's Foundation$34KPretend City the Children's Museum of Orange County: $28KPretend City the Children'sMuseum of Orange County$28K

The largest 2025 recipient was Scholarships to University Students ($1.7M). Together the top 10 received $3.2M.

Grant Size Distribution

61 grants across all recorded years

41<$50K9$50–100K4$100–250K$250–500K1$500K–1M6$1–5M$5M+

The most common grant size was under $50K: 41 grants of 61 (67%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Scholarships to University Students San Clemente, CATo Further Donee Organization's Exempt Purpose.$1,737,251
Orange County Music and Dance Inc Irvine, CATo Further Donee Organization's Exempt Purpose.$1,000,000
Chapman University Orange, CATo Further Donee Organization's Exempt Purpose.$110,000
Community Service Project Hope Alliance Costa Mesa, CATo Further Donee Organization's Exempt Purpose.$75,000
Young Lives Redeemed Fullerton, CATo Further Donee Organization's Exempt Purpose.$75,000
Teen Project Sun Valley CA, CATo Further Donee Organization's Exempt Purpose.$53,000
Bracken's Chicken Garden Grove, CATo Further Donee Organization's Exempt Purpose.$50,368
Veteran's Relief Foundation Laguna Hills, CATo Further Donee Organization's Exempt Purpose.$50,000
Choc Children's Foundation Orange, CATo Further Donee Organization's Exempt Purpose.$34,171
Pretend City the Children's Museum of Orange County Irvine, CATo Further Donee Organization's Exempt Purpose.$27,700

Financial History

Multi-year comparison from IRS filings

Filing year Grants reported Grant count
2025 $3,346,864 28
2024 $2,628,705 17
2023 $1,849,170 9
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M$20M202020212022202320242025
Metric202520242023
Total Assets$14,995,131$13,837,363$7,639,915
Revenue$12,750,797$16,746,550$8,583,595
Expenses$10,078,913$14,923,226$7,099,373
Qualifying Distributions$9,657,038$9,098,730$6,909,788
Net Investment Income$484,674$3,940,552$172,649
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 22, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 3, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 18, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Ronald M. Simon as founding chairman; Gary Singer as chairman; Kathy Simon Abels as vice-chair; Benjamin Drutman as president; and Randy Thompson as treasurer. It lists Alex Calabrese, Gilbert Levasseur Jr., James B. Freedman, James V. Mazzo, and Jim Doti as directors. The program’s history identifies Andy Robles as its executive director.

Ronald M Simon Family Foundation is led by Benjamin Drutman, President on every filing since 2023; 2 of 12 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Benjamin Drutman

    President

    On filings since 2023

    40 hrs/week

    $286K (2023) → $312K (2025)

  • Gary Singer Esq.

    Chairman

    Director → Chairman, 2023

    On filings since 2020

    No compensation reported

  • Ronald M. Simon

    Founding Chairman

    On filings since 2023

    No compensation reported

  • Alex Calebrese

    Director

    On filings since 2023

    No compensation reported

  • Gilbert Levasseur Jr.

    Director

    On filings since 2023

    No compensation reported

  • James B. Freedman

    Director

    On filings since 2023

    No compensation reported

  • James V. Mazzo

    Director

    On filings since 2023

    No compensation reported

  • Jim Doti

    Director

    On filings since 2023

    No compensation reported

  • Sandi Simon

    Director

    On filings since 2023

    No compensation reported

  • Steven H. Simon

    Director

    On filings since 2023

    No compensation reported

  • Kathy Simon Abels

    Vice Chair

    President → Vice Chair, 2023

    On filings since 2020

    40 hrs/week

    $288K (2020) → $256K (2025)

  • Randy Thompson

    Treasurer

    On filings since 2023

    No compensation reported

Former officers (1)
  • Former: Joyce Suber (2020–2022) — Director

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Benjamin Drutman — President: $312KBenjamin DrutmanPresident$312KKathy Simon Abels — Vice-Chair: $256KKathy Simon AbelsVice-Chair$256K

The highest reported compensation on the 2025 filing was $312K, to Benjamin Drutman (President). 2 officers or directors reported compensation on that filing.

Contact

Application contact: Kathy S Abels Phd
Mailing address: 620 Newport Center Drive 12Th Floor, Newport Beach, CA 92660
Phone: (949) 373-3500
Email: kabels@simonfoundation.net
Website: https://www.simonscholars.org

Frequently asked questions about Ronald M Simon Family Foundation

How much does Ronald M Simon Family Foundation give each year?

Ronald M Simon Family Foundation gave $3.3M across 28 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.6M across 17 grants.

What is Ronald M Simon Family Foundation's typical grant size?

Ronald M Simon Family Foundation's median grant in 2025 was $10,000, and its average grant was $119,531, across 28 grants on its 2025 IRS Form 990-PF.

Where does Ronald M Simon Family Foundation give grants?

Ronald M Simon Family Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Irvine, CA (5 grants), Santa Ana, CA (4 grants), Orange, CA (3 grants) and Costa Mesa, CA (3 grants).

Who are Ronald M Simon Family Foundation's largest grantees?

Ronald M Simon Family Foundation's largest 2025 grantees include Scholarships to University Students ($1,737,251), Orange County Music and Dance Inc ($1,000,000) and Chapman University ($110,000), according to its 2025 IRS Form 990-PF. Together they received 85% of its itemized 2025 grant dollars.

How large is Ronald M Simon Family Foundation?

Ronald M Simon Family Foundation reported $15.0M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $12.8M.

What does Ronald M Simon Family Foundation fund?

The Simon Scholars Program’s mission is to guide underserved students who demonstrate leadership potential on a path through high school and college that enhances their opportunities to achieve meaningful careers. See mission & focus areas ↑

How do I apply for a grant from Ronald M Simon Family Foundation?

The foundation’s filing says it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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