Simon Family Foundation
Simon Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in White Plains, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 13 grants totaling $632K. Net investment income was $108K.
Key facts about Simon Family Foundation
- EIN
- 35-7224974
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $631,906
- Grants made (2024)
- 13
- Average grant
- $48,608
- Median grant
- $25,000
- Total assets
- $1,126,669
- Primary geography
- New York (53% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Simon Family Foundation funds
By grant dollars, the top recipient states for Simon Family Foundation's 13 itemized 2024 grants were New York (53%), Texas (16%) and North Carolina (16%). The most frequent recipient cities were New York, NY (5 grants). 100% of grants with a stated purpose were for general or operating support.
How Simon Family Foundation gives
- 15% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out 313% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Simon Family Foundation
- How to evaluate Simon Family Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
-28.8% YoY
Annual Giving
$632K
+232.6% YoY
Grant Count
13
+62.5% YoY
Avg Grant Size
$49K
+104.7% YoY
Under IRS private-foundation payout rules, Simon Family Foundation reported a distributable amount of $202K for 2024 — the minimum it must pay out in qualifying distributions.
About Simon Family Foundation
Based on IRS filings
Simon Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in White Plains, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 13 grants totaling $632K. Net investment income was $108K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 13 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,126,669 | $1,583,240 | $1,732,340 |
| Revenue | $176,751 | $45,155 | $8,621 |
| Expenses | $633,322 | $194,255 | $494,183 |
| Qualifying Distributions | $631,906 | $190,000 | $485,000 |
| Net Investment Income | $107,522 | $98,097 | $81,166 |
| Distributable Amount | $201,648 | $187,337 | $206,182 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 2024
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Jazz at Lincoln Center ($250,000), Southern Gateway Public Green Foundation ($100,000), Find Outdoors ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JAZZ AT LINCOLN CENTER New York, NY | GENERAL | $250,000 |
| SOUTHERN GATEWAY PUBLIC GREEN FOUNDATION Dallas, TX | GENERAL | $100,000 |
| FIND OUTDOORS Pisgah Forest, NC | GENERAL | $100,000 |
| NEW YORK-PRESBYTERIAN New York, NY | GENERAL | $35,000 |
| ENTERTAINMENT INDUSTRY FOUNDATION Los Angeles, CA | GENERAL | $30,906 |
| EVERY MOTHER COUNTS New York, NY | GENERAL | $25,000 |
| VOCES 8 FOUNDATION Los Altos, CA | GENERAL | $25,000 |
| MODO FOR THE PEOPLE Wailea, HI | GENERAL | $25,000 |
| JOE TORRE SAFE AT HOME New York, NY | GENERAL | $15,000 |
| NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN Alexandria, VA | GENERAL | $10,000 |
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Mario Testani | Trustee | — | — |
| Paul Simon | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Simon Family Foundation?
Simon Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in White Plains, NY. It holds $1.1M in total assets as of 2024.
How large is Simon Family Foundation?
As of 2024, Simon Family Foundation holds $1.1M in total assets with $177K in annual revenue. It awarded 13 grants totaling $632K in 2024.
Where does Simon Family Foundation operate?
Simon Family Foundation has awarded grants in California, District of Columbia, Hawaii, Louisiana, Massachusetts, North Carolina, New York, Texas, Virginia.
What size grants does Simon Family Foundation award?
In 2024, Simon Family Foundation awarded 13 grants totaling $632K — an average of about $49K per grant, based on its IRS Form 990 filings.
How much is Simon Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Simon Family Foundation reported a distributable amount of $202K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Simon Family Foundation's EIN?
Simon Family Foundation's EIN (Employer Identification Number) is 35-7224974. 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.