Simon Estes Foundation
Simon Estes Foundation is a private foundation focused on Education, based in Ankeny, IA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $965K in total assets. In 2025, it awarded 1 grant totaling $5K.
Simon Estes Foundation at a glance
In short: Simon Estes Foundation gave $5K across 1 grant in 2025 (avg $5K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $5,000
- -66.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $5,000
- -66.7% vs 2024
- Median grant
- $5,000
- Total assets
- $964,699
- +1.4% vs 2024
- Primary geography
- Iowa (100% 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 Estes Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Des Moines Metro Opera ($5K).
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Simon Estes Foundation gives
- Giving fell 57% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990 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 $5K (2025) to $35K (2021). In 2025 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Des Moines Metro Opera Indianola, IA | General Operations | $5,000 |
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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 | $964,699 | $43,056 | $29,621 | $5,000 | 1 | $269,839 | — | $8,562 |
| 2024 | $951,264 | $3,439 | $82,561 | $15,000 | 1 | $160,149 | $2,035 | $22,891 |
| 2023 | $1,028,886 | $4,293 | $28,690 | — | — | $101,444 | $3,018 | $26,190 |
| 2022 | $1,053,283 | $402,103 | $31,075 | $11,500 | 8 | $176,056 | $496 | $24,416 |
| 2021 | $682,255 | $217,111 | $59,059 | $35,000 | 1 | — | $56 | — |
| 2020 | $524,203 | $135,702 | $29,675 | $11,200 | 2 | — | $235 | — |
Under IRS private-foundation payout rules, Simon Estes Foundation reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Simon Estes Foundation is led by Simon Estes, President on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Simon Estes
President
On filings since 2020
5 hrs/week
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 Estes Foundation
How much does Simon Estes Foundation give each year?
Simon Estes Foundation gave $5K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 1 grant.
How large is Simon Estes Foundation?
Simon Estes Foundation reported $965K in total assets on its 2025 IRS Form 990-PF. It paid out $270K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).
What is Simon Estes Foundation?
Simon Estes Foundation is a private foundation focused on Education, based in Ankeny, IA. It holds $965K in total assets as of 2025.
Where does Simon Estes Foundation operate?
Simon Estes Foundation has awarded grants in District of Columbia, Iowa, Illinois, New York.
What is Simon Estes Foundation's EIN?
Simon Estes Foundation's EIN (Employer Identification Number) is 42-1525276. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS July 12, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 20, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 17, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 3, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Simon Estes Foundation's focus areas in our free grants database
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