Ronald M Simon Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2022. As of 2022, the organization holds $7.4M in total assets. In 2022, it awarded 14 grants totaling $6.9M. Net investment income was $739K.
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.
About Ronald M Simon Foundation
Based on IRS filings
Ronald M Simon Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2022. As of 2022, the organization holds $7.4M in total assets. In 2022, it awarded 14 grants totaling $6.9M. Net investment income was $739K.
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 | 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 |
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 2022
Grant Size Distribution
31 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest include Simon Family Foundation ($3,276,912), Simon Family Foundation ($1,787,712), Simon Charitable Foundation ($852,600).
| Recipient | Purpose | Amount |
|---|---|---|
| SOUTHERN CALIFORNIA HOSPICE FOUNDATION COSTA MESA, CA | GENERAL OPERATING EXPENSES | $10,000 |
| SIMON FAMILY FOUNDATION NEWPORT BEACH, CA | GENERAL OPERATING EXPENSES | $3,276,912 |
| SIMON CHARITABLE FOUNDATION NEWPORT BEACH, CA | GENERAL OPERATING EXPENSES | $852,600 |
| THE WOODEN FLOOR SANTA ANA, CA | GENERAL OPERATING EXPENSES | $3,000 |
| JIM SAUNDERS NANEA FUND KAILUAKONA, HI | GENERAL OPERATING EXPENSES | $1,000 |
| HISPANIC 100 FOUNDATION SAN CLEMENTE, CA | GENERAL OPERATING EXPENSES | $10,000 |
| TALLER SAN JOSE HOPE BUILDERS SANTA ANA, CA | GENERAL OPERATING EXPENSES | $10,000 |
| PHILANTHROPY DAY ARLINGTON, VA | GENERAL OPERATING EXPENSES | $5,000 |
| JEWISH GRADUATE STUDENT INITIATIVE LOS ANGELES, CA | GENERAL OPERATING EXPENSES | $25,000 |
| UCI FOUNDATION IRVINE, CA | GENERAL OPERATING EXPENSES | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KATHY SIMON ABELS | DIRECTOR | — | — |
| STEVEN H SIMON | DIRECTOR | — | — |
| RONALD SIMON | FOUNDING DIRECTOR | 5 | — |
| GARY SINGER | CHAIRMAN | 2.5 | — |
| JAMES B FREEDMAN | DIRECTOR | — | — |
| GILBERT E LEVASSEUR JR | DIRECTOR | — | — |
| ALEX CALEBRESE | DIRECTOR | — | — |
| SANDI SIMON | DIRECTOR | — | — |
| JAMES L DOTI | DIRECTOR | — | — |
| RANDY THOMPSON | TREASURER | — | — |
| BENJAMIN DRUTMAN | DIRECTOR | — | — |
| JAMES V MAZZO | DIRECTOR | — | — |
| SHERYL BOURGEOIS | PRESIDENT | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ronald M Simon Foundation?
Ronald M Simon Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. It holds $7.4M in total assets as of 2022.
How large is Ronald M Simon Foundation?
As of 2022, Ronald M Simon Foundation holds $7.4M in total assets with $944K in annual revenue. It awarded 14 grants totaling $6.9M in 2022.
Where does Ronald M Simon Foundation operate?
Ronald M Simon Foundation has awarded grants in California, Hawaii, Virginia.
What size grants does Ronald M Simon Foundation award?
In 2022, Ronald M Simon Foundation awarded 14 grants totaling $6.9M — an average of about $491K per grant, based on its IRS Form 990 filings.
How much is Ronald M Simon Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Ronald M Simon Foundation reported a distributable amount of $353K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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