Simon and Annie Davis Foundation
Simon and Annie Davis Foundation is a private foundation, based in Rye, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 4 grants totaling $61K. Net investment income was $71K.
Simon and Annie Davis Foundation at a glance
In short: Simon and Annie Davis Foundation gave $61K across 4 grants in 2025 (avg $15K), top state New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $60,600
- +1.0% vs 2024
- Grants made (2025)
- 4
- +100.0% vs 2024
- Average grant
- $15,150
- -49.5% vs 2024
- Median grant
- $5,250
- Total assets
- $1,007,288
- +0.8% vs 2024
- Primary geography
- New York (17% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Simon and Annie Davis Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Yeshiva Bney Akiva Netanya ($50K). Together the top 4 received $61K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 9 grants of 13 (69%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Simon and Annie Davis Foundation gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 109% 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 2025, annual grant giving ranged from $55K (2023) to $85K (2020). In 2025 it made 4 grants totaling $61K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Yeshiva Bney Akiva Netanya | General | $50,000 |
| Renewal of Life Inc Brooklyn, NY | General | $10,000 |
| Friends of the IDF New York, NY | General | $500 |
| Colel Chabad Brooklyn, NY | General | $100 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,007,288 | $76,772 | $68,958 | $60,600 | 4 | $61,725 | $70,552 | $56,789 |
| 2024 | $999,474 | $64,602 | $67,786 | $60,000 | 2 | $61,125 | $58,468 | $55,807 |
| 2023 | $1,002,658 | $49,745 | $63,032 | $55,000 | 2 | $56,125 | $43,684 | $54,133 |
| 2022 | $1,015,945 | $57,902 | $68,949 | $61,000 | 3 | $62,175 | $51,466 | $59,470 |
| 2021 | $1,026,992 | $-14,187 | $91,043 | $82,500 | 2 | $84,225 | $44,854 | $63,842 |
| 2020 | $1,132,222 | $70,847 | $90,866 | $85,000 | 2 | — | $67,797 | $55,821 |
Under IRS private-foundation payout rules, Simon and Annie Davis Foundation reported a distributable amount of $57K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Simon and Annie Davis Foundation is led by Leonard Schwartz, President & Treasurer on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Leonard Schwartz
President & Treasurer
On filings since 2020
No compensation reported
Howard J. Rubin
Secretary
On filings since 2020
No compensation reported
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.
Frequently asked questions about Simon and Annie Davis Foundation
How much does Simon and Annie Davis Foundation give each year?
Simon and Annie Davis Foundation gave $61K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 2 grants.
What is Simon and Annie Davis Foundation's typical grant size?
Simon and Annie Davis Foundation's median grant in 2025 was $5,250, and its average grant was $15,150, across 4 grants on its 2025 IRS Form 990-PF.
Where does Simon and Annie Davis Foundation give grants?
Simon and Annie Davis Foundation's top state is New York, with 17% of the grant dollars itemized on its 2025 IRS Form 990-PF. The most frequent recipient cities were Brooklyn, NY (2 grants).
Does Simon and Annie Davis Foundation give general operating support?
Yes: 100% of Simon and Annie Davis Foundation's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Simon and Annie Davis Foundation?
Simon and Annie Davis Foundation reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $62K in qualifying distributions that year, against a required minimum of $57K (roughly 5% of its investment assets).
What is Simon and Annie Davis Foundation's EIN?
Simon and Annie Davis Foundation's EIN (Employer Identification Number) is 13-6069454. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 21, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 30, 2026)
- IRS filings on file for fiscal years 2020–2025
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