Simon and Annie Davis Foundation

NEW YORK, NY EIN: 13-6069454

Simon and Annie Davis Foundation is a private foundation, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $999K in total assets. In 2024, it awarded 2 grants totaling $60K. Net investment income was $58K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$999K

-0.3% YoY

Annual Giving

$60K

+9.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$30K

+9.1% YoY

Under IRS private-foundation payout rules, Simon and Annie Davis Foundation reported a distributable amount of $56K for 2024 — the minimum it must pay out in qualifying distributions.

About Simon and Annie Davis Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $34K (100%)

States

New York

Cities

New York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$999,474	$1,002,658	$1,015,945
Revenue	$64,602	$49,745	$57,902
Expenses	$67,786	$63,032	$68,949
Qualifying Distributions	$61,125	$56,125	$62,175
Net Investment Income	$58,468	$43,684	$51,466
Distributable Amount	$55,807	$54,133	$59,470

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

11 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Yeshiva Bney Akiva Netanya ($55,000), Solomon Schechter School of Manhattan ($5,000).

Recipient	Purpose	Amount
SOLOMON SCHECHTER SCHOOL OF MANHATTAN NEW YORK, NY	GENERAL	$5,000
YESHIVA BNEY AKIVA NETANYA	GENERAL	$55,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LEONARD SCHWARTZ	PRES/TREAS.	—	—
HOWARD J RUBIN	SECTY	—	—

Frequently Asked Questions

How large is Simon and Annie Davis Foundation?

As of 2024, Simon and Annie Davis Foundation holds $999K in total assets with $65K in annual revenue. It awarded 2 grants totaling $60K in 2024.

Where does Simon and Annie Davis Foundation operate?

Simon and Annie Davis Foundation has awarded grants in New York.

What size grants does Simon and Annie Davis Foundation award?

In 2024, Simon and Annie Davis Foundation awarded 2 grants totaling $60K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Simon and Annie Davis Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Simon and Annie Davis Foundation reported a distributable amount of $56K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.