Simon Family Foundation

Foundation · Grantmaker Cleveland, OH EIN: 34-1808584

FURTHER THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION").

Key facts about Simon Family Foundation

EIN
34-1808584
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$465,000
Grants made (2024)
15
Average grant
$31,000
Median grant
$20,000
New grantees (estimate)
33% first-time grantees (5 of 15, 2024)
Total assets
$9,283,807
Primary geography
Ohio (81% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Simon Family Foundation funds

By grant dollars, the top recipient states for Simon Family Foundation's 15 itemized 2024 grants were Ohio (81%) and Massachusetts (8%). The most frequent recipient cities were Cleveland, OH (7 grants) and Boston, MA (2 grants). 40% of grants with a stated purpose were for general or operating support.

Is Simon Family Foundation open to new grantees?

33%

first-time grantees, 2024

In 2024, 5 of 15 grantees (33%) were first-time recipients. First grants averaged $17K; repeat grants $38K. How we count

Medians: $15K first-time, $20K repeat.

  • 53% of 2024 grantees were also funded in 2023. Method
  • Giving grew 153% from 2021 to 2024. Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.3M

+1.3% YoY

Annual Giving

$465K

+75.1% YoY

Grant Count

15

+36.4% YoY

Avg Grant Size

$31K

+28.4% YoY

About Simon Family Foundation

Based on IRS filings

Simon Family Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Cleveland, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.3M in total assets. In 2024, it awarded 15 grants totaling $465K. Net investment income was $30K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of all 15 itemized 2024 grant dollars.

Cities

ClevelandBeachwoodNew YorkPepper PikeHartfordSmithtownBostonChicagoLorainScottsdaleWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$182K$365K$547K$730K20202021202220232024
Metric202420232022
Total Assets$9,283,807$9,165,571$8,958,316
Revenue$506,066$465,819$440,204
Expenses$663,230$459,254$618,391
Qualifying Distributions———
Net Investment Income$30,082$5,137$12,552
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$136K$273K$409K$546K15 grants20209 grants202112 grants202211 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Jewish Federation of Cleveland: $142KJewish Federation of Cleveland$142KJewish Family Service Association of Cleveland Ohio: $80KJewish Family ServiceAssociation of Cleveland Ohio$80KUniversity Hospitals Health Systems Inc: $50KUniversity Hospitals HealthSystems Inc$50KMetrohealth Foundation Inc: $25KMetrohealth Foundation Inc$25KUndue Medical Debt: $25KUndue Medical Debt$25KCleveland Museum of Art: $20KCleveland Museum of Art$20KDignity Grows Inc: $20KDignity Grows Inc$20KGreater Cleveland Food Bank Inc: $20KGreater Cleveland Food BankInc$20KShoes and Clothes for Kids Inc: $20KShoes and Clothes for Kids Inc$20KDigs with Dignity Corporation: $15KDigs with Dignity Corporation$15K

Grant Size Distribution

62 grants across all recorded years

50<$50K7$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Jewish Federation of Cleveland ($142,000), Jewish Family Service Association of Cleveland Ohio ($79,500), University Hospitals Health Systems Inc ($50,000).

RecipientPurposeAmount
JEWISH FEDERATION OF CLEVELAND Cleveland, OHCLEVELAND STANDS WITH ISRAEL, COMMUNITY SECURITY INITIATIVE, HOLOCAUST SURVIVORS INITIATIVE, CAMPAIGN FOR JEWISH NEEDS$142,000
JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO Pepper Pike, OHDEMENTIA SUPPORT PROGRAM, DOMESTIC VIOLENCE LEGAL ADVOCACY, EMERGENCY FINANCIAL ASSISTANCE, FORWARD FOCUS, HEBREW SHELTER HOME, HORVITZ YOUTHABILITY TRIP, KINDNESS CENTER GARDEN FENCE, KINDNESS CENTER OUTDOOR FURNITURE, MEMORY CAFE'$79,500
UNIVERSITY HOSPITALS HEALTH SYSTEMS INC Cleveland, OHUH RAINBOW AHUJA CENTER FOR RAINBOW CONNECTS$50,000
METROHEALTH FOUNDATION INC Cleveland, OHFOOD AS MEDICINE$25,000
UNDUE MEDICAL DEBT Boston, MAGENERAL SUPPORT$25,000
CLEVELAND MUSEUM OF ART Cleveland, OHAFRICA & BYZANTIUM, FAIRY TALES AND FABLES: ILLUSTRATION AND STORYTELLING IN ART$20,000
DIGNITY GROWS INC Hartford, CTGENERAL SUPPORT$20,000
GREATER CLEVELAND FOOD BANK INC Cleveland, OHGENERAL SUPPORT$20,000
SHOES AND CLOTHES FOR KIDS INC Cleveland, OHGENERAL SUPPORT$20,000
DIGS WITH DIGNITY CORPORATION Chicago, ILGENERAL SUPPORT$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
Mozelle JacksonTreasurer0.2—
Kari BlumenthalAssistant Treasurer0.2—
Ann M GarsonSecretary Thru 2/27/240.2—
Robyn BrennerTrustee0.1—
Mindee FredmanSecretary as of 2/27/240.2—
Ellen S ChernikoffTrustee/President0.3—
Robert SimonTrustee/Vice President0.3—
Lawrence R ChernikoffTrustee0.1—
Kim PessesTrustee0.1—
Paula SchwartzTrustee0.1—
Harvey a SiegelTrustee0.1—
Michael SlomakTrustee0.1—
Jay ChernikoffTrustee0.1—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Simon Family Foundation?

Simon Family Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Cleveland, OH. It holds $9.3M in total assets as of 2024.

How large is Simon Family Foundation?

As of 2024, Simon Family Foundation holds $9.3M in total assets with $506K in annual revenue. It awarded 15 grants totaling $465K in 2024.

Where does Simon Family Foundation operate?

Simon Family Foundation has awarded grants in Arizona, Connecticut, District of Columbia, Illinois, Massachusetts, New York, Ohio.

What size grants does Simon Family Foundation award?

In 2024, Simon Family Foundation awarded 15 grants totaling $465K — an average of about $31K per grant, based on its IRS Form 990 filings.

What is Simon Family Foundation's EIN?

Simon Family Foundation's EIN (Employer Identification Number) is 34-1808584. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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