Ronald M Simon Foundation
The Ronald M Simon Foundation is a private foundation based in Newport Beach, California. Its 2022 filing is marked as its final return, indicating that it appears to have wound down or stopped grantmaking.
Key facts about Ronald M Simon Foundation
In short: Ronald M Simon Foundation gave $6.9M across 14 grants in 2022 (avg $491K), mostly in California. Source: 2022 IRS Form 990-PF.
- EIN
- 68-0524905
- Latest 990 filing
- Form 990-PF, 2022
- Annual giving (2022)
- $6,878,724
- Grants made (2022)
- 14
- Average grant
- $491,337
- Median grant
- $10,000
- Total assets
- $7,421,820
- Primary geography
- California (100% of itemized 2022 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2022; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
$7.4M
-54.6% YoY
Annual Giving
$6.9M
-4.7% YoY
Grant Count
14
-12.5% YoY
Avg Grant Size
$491K
+9.0% YoY
Under IRS private-foundation payout rules, Ronald M Simon Foundation reported a distributable amount of $353K for 2022 — the minimum it must pay out in qualifying distributions.
How Ronald M Simon Foundation gives
- 64% of 2022 grantees were also funded in 2021. Method
- In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2022). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The available sources do not state a mission for the foundation. Its 2022 grants included general operating support for the Simon Family Foundation and Simon Charitable Foundation, as well as grants to educational, youth-development, and other charitable organizations.
The grantees describe their own work as follows: Jewish Graduate Student Initiative says it supports Jewish life on graduate school campuses and connects Jewish graduate students, alumni, and executives to their heritage and the greater Jewish community. Chapman University says its mission is to provide personalized education that leads to inquiring, ethical, and productive lives as global citizens. Hispanic 100 Foundation says it seeks to enhance opportunities for Hispanics and supporters of Hispanics and support policies addressing issues critical to the Hispanic community. Taller San Jose Hope Builders says it empowers disadvantaged young adults through mentorship and job- and life-skills training.
Grantmaking
In 2022, the foundation reported 14 grants totaling $6,878,724. Grant amounts ranged from $1,000 to $3,276,912, with a median of $10,000. The largest listed grants were $3,276,912 and $1,787,712 to Simon Family Foundation, and $852,600 and $852,500 to Simon Charitable Foundation; each was for general operating expenses. Other listed grants included $25,000 each to Jewish Graduate Student Initiative and UCI Foundation, and $10,000 each to Southern California Hospice Foundation, Hispanic 100 Foundation, Taller San Jose Hope Builders, and Chapman University. The filing also lists $5,000 to Philanthropy Day.
How to Apply
The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations.
Ready to take the next step with Ronald M Simon Foundation?
Geographic Focus
Where this funder awards grants
All 2022 grant dollars were reported for recipients in California. The filing lists 0% for Virginia and 0% for Hawaii.
Grant Distribution by State
Share of 2022 grant dollars across all 14 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $6.3M (2020) to $7.2M (2021). In 2022 it made 14 grants totaling $6.9M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2022
The largest 2022 recipient was Simon Family Foundation ($5.1M across 2 grants). Together the top 10 received $6.9M.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 20 grants of 31 (65%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Simon Family Foundation Newport Beach, CA | General Operating Expenses | $3,276,912 |
| Simon Family Foundation Newport Beach, CA | General Operating Expenses | $1,787,712 |
| Simon Charitable Foundation Newport Beach, CA | General Operating Expenses | $852,600 |
| Simon Charitable Foundation Newport Beach, CA | General Operating Expenses | $852,500 |
| Jewish Graduate Student Initiative Los Angeles, CA | General Operating Expenses | $25,000 |
| UCI Foundation Irvine, CA | General Operating Expenses | $25,000 |
| Southern California Hospice Foundation Costa Mesa, CA | General Operating Expenses | $10,000 |
| Hispanic 100 Foundation San Clemente, CA | General Operating Expenses | $10,000 |
| Taller San Jose Hope Builders Santa Ana, CA | General Operating Expenses | $10,000 |
| Chapman University Orange, CA | General Operating Expenses | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2022 | $7,421,820 | $943,812 | $7,347,453 | $6,878,724 |
| 2021 | $16,342,878 | −$1,308,916 | $8,371,951 | $7,214,302 |
| 2020 | $23,967,220 | $5,555,331 | $13,827,804 | $6,287,884 |
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | $7,421,820 | $16,342,878 | $23,967,220 |
| Revenue | $943,812 | $-1,308,916 | $5,555,331 |
| Expenses | $7,347,453 | $8,371,951 | $13,827,804 |
| Qualifying Distributions | $7,056,001 | — | — |
| Net Investment Income | $738,652 | $3,136,452 | $532,166 |
| Distributable Amount | $352,661 | $739,559 | $1,043,966 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
Leadership & Key People
Leadership team and compensation from IRS filings
The 2022 filing lists Kathy Simon Abels, Steven H Simon, Ronald Simon, Gary Singer, James B Freedman, Gilbert E Levasseur Jr, Alex Calabrese, Sandi Simon, James L Doti, and Randy Thompson. Ronald Simon is listed as founding director, Gary Singer as chairman, and Randy Thompson as treasurer; the others are listed as directors.
Ronald M Simon Foundation is led by Sheryl Bourgeois, President on the 2022 filing; none of the 13 officers listed in 2022 report compensation.
Officers on the 2022 filing
Sheryl Bourgeois
President
New on the 2022 filing
No compensation reported
Gary Singer
Chairman
On filings since 2020
2.5 hrs/week
No compensation reported
Alex Calebrese
Director
On filings since 2020
No compensation reported
Gilbert E. Levasseur Jr.
Director
On filings since 2020
No compensation reported
James B. Freedman
Director
On filings since 2020
No compensation reported
James L. Doti
Director
On filings since 2020
No compensation reported
Kathy Simon Abels
Director
On filings since 2020
No compensation reported
Ronald Simon
Founding Director
On filings since 2020
5 hrs/week
No compensation reported
Sandi Simon
Director
On filings since 2020
No compensation reported
Steven H. Simon
Director
On filings since 2020
No compensation reported
Benjamin Drutman
Director
New on the 2022 filing
No compensation reported
James V. Mazzo
Director
New on the 2022 filing
No compensation reported
Randy Thompson
Treasurer
New on the 2022 filing
No compensation reported
Former officers (1)
- Former: Jerry Liu (2020–2021) — Secretary & Treasurer
Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 620 Newport Center Drive 12Th Floo, Newport Beach, CA 92660
Phone: (949) 720-1116
Website: HTTP://WWW.SIMONSCHOLARS.ORG
Frequently asked questions about Ronald M Simon Foundation
How much does Ronald M Simon Foundation give each year?
Ronald M Simon Foundation gave $6.9M across 14 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $7.2M across 16 grants.
What is Ronald M Simon Foundation's typical grant size?
Ronald M Simon Foundation's median grant in 2022 was $10,000, and its average grant was $491,337, across 14 grants on its 2022 IRS Form 990-PF.
Where does Ronald M Simon Foundation give grants?
Ronald M Simon Foundation gives mostly in California: 100% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Newport Beach, CA (4 grants), San Clemente, CA (2 grants) and Santa Ana, CA (2 grants).
Does Ronald M Simon Foundation give general operating support?
Yes: 100% of Ronald M Simon Foundation's 2022 grants with a stated purpose (14 of 14) were for general or operating support, per its 2022 IRS Form 990-PF.
Who are Ronald M Simon Foundation's largest grantees?
Ronald M Simon Foundation's largest 2022 grantees include Simon Family Foundation ($5,064,624 across 2 grants), Simon Charitable Foundation ($1,705,100 across 2 grants) and Jewish Graduate Student Initiative ($25,000), according to its 2022 IRS Form 990-PF. Together they received 99% of its itemized 2022 grant dollars.
How large is Ronald M Simon Foundation?
Ronald M Simon Foundation reported $7.4M in total assets on its 2022 IRS Form 990-PF. It paid out $7.1M in qualifying distributions that year, against a required minimum of $353K (roughly 5% of its investment assets).
What does Ronald M Simon Foundation fund?
The available sources do not state a mission for the foundation. Its 2022 grants included general operating support for the Simon Family Foundation and Simon Charitable Foundation, as well as grants to educational, youth-development, and other charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Ronald M Simon Foundation?
The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Ronald M Simon Foundation's EIN?
Ronald M Simon Foundation's EIN (Employer Identification Number) is 68-0524905. IRS Form 990 filing data is available on this page for 2020–2022.
Does Ronald M Simon Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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