Simon Family Philanthropic Foundation Inc

WILMINGTON, DE EIN: 20-3448167

Simon Family Philanthropic Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. In 2024, it awarded 7 grants totaling $193K. Net investment income was $58K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$193K

+108.8% YoY

Grant Count

7

-12.5% YoY

Avg Grant Size

$28K

+138.6% YoY

Under IRS private-foundation payout rules, Simon Family Philanthropic Foundation Inc reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About Simon Family Philanthropic Foundation Inc

Based on IRS filings

Simon Family Philanthropic Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. In 2024, it awarded 7 grants totaling $193K. Net investment income was $58K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states
+2 more states

Cities

ArlingtonBostonBrooklynCambridgeChicagoFairfaxFalls ChurchHeraldHoustonIslesfordKatonahLuthervilleMalibuNew Smyrna BeachNew YorkPasadenaSan FranciscoSan RafaelSanta CruzSeattle

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$61K$123K$184K$246K20202021202220232024
Metric202420232022
Total Assets$144,158$175,112
Revenue$78,859$152,303$707
Expenses$223,217$183,257$131,043
Qualifying Distributions$222,016$183,257$128,443
Net Investment Income$58,297$2,303$707
Distributable Amount$7,416$8,995$10,032

Giving Over Time

Total grant dollars and number of grants per year

$0$48K$97K$145K$193K11 grants20205 grants20215 grants20228 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

MULTIDISCIPLINARY ASSOC …$100KFIDELITY INVESTMENTS CHA…$67KCREATIVE VISIONS FOUNDAT…$10KPANORAMA GLOBAL$10KHOFFMAN INSTITUTE FOUNDA…$5KASHLEY BRYAN CENTER$1KHOPE AND HEALING CENTER …$250

Grant Size Distribution

36 grants across all recorded years

33<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Multidisciplinary Assoc for Psychedelic Studies ($100,000), Fidelity Investments Charitable Gift Fund ($66,798), Creative Visions Foundation ($10,000).

RecipientPurposeAmount
ASHLEY BRYAN CENTER ISLESFORD, MEGeneral & Unrestricted$1,000
CREATIVE VISIONS FOUNDATION MALIBU, CAOptimist fund$10,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND BOSTON, MAGeneral & Unrestricted$66,798
HOFFMAN INSTITUTE FOUNDATION SAN RAFAEL, CAGeneral & Unrestricted$5,000
HOPE AND HEALING CENTER & INSTITUTE HOUSTON, TXGeneral & Unrestricted$250
MULTIDISCIPLINARY ASSOC FOR PSYCHEDELIC STUDIES PASADENA, CAGeneral & Unrestricted (see in-kind grant general explanation statement)$100,000
PANORAMA GLOBAL SEATTLE, WAto support Psychedelic Health Equity Initiative (PHEI)$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Alexander M SimonVP1
Benjamin J SimonVP1
Kathryn W SimonVP1
Patricia M SimonVP1
Richard SimonPres, Dir, Sec1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Simon Family Philanthropic Foundation Inc?

Simon Family Philanthropic Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds — in total assets as of 2024.

Where does Simon Family Philanthropic Foundation Inc operate?

Simon Family Philanthropic Foundation Inc has awarded grants in California, Illinois, Massachusetts, Maryland, Maine, North Carolina, New York, Texas, Virginia, Washington.

What size grants does Simon Family Philanthropic Foundation Inc award?

In 2024, Simon Family Philanthropic Foundation Inc awarded 7 grants totaling $193K — an average of about $28K per grant, based on its IRS Form 990 filings.

How much is Simon Family Philanthropic Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Simon Family Philanthropic Foundation Inc reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Simon Family Philanthropic Foundation Inc's EIN?

Simon Family Philanthropic Foundation Inc's EIN (Employer Identification Number) is 20-3448167. IRS Form 990 filing data is available on this page for 2020–2024.

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

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