Simon Willard Foundation

Foundation · Grantmaker BOSTON, MA EIN: 88-4114857

Simon Willard Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $5.0M in total assets. In 2024, it awarded 10 grants totaling $302K. Net investment income was $246K.

Key facts about Simon Willard Foundation

EIN: 88-4114857
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $302,000
Grants made (2024): 10
Average grant: $30,200
Median grant: $7,000
Total assets: $5,043,825
Primary geography: Massachusetts (91% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

Who Simon Willard Foundation funds

By grant dollars, the top recipient states for Simon Willard Foundation's 10 itemized 2024 grants were Massachusetts (91%). The most frequent recipient cities were Boston, MA (2 grants). 80% of grants with a stated purpose were for general or operating support.

How Simon Willard Foundation gives

80% of 2024 grantees were also funded in 2023. Method
In 2024 it paid out 110% 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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.0M

-2.4% YoY

Annual Giving

$302K

+7.9% YoY

Grant Count

+25.0% YoY

Avg Grant Size

$30K

-13.7% YoY

Under IRS private-foundation payout rules, Simon Willard Foundation reported a distributable amount of $276K for 2024 — the minimum it must pay out in qualifying distributions.

About Simon Willard Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $274K (91%)

Tennessee $7K (2%)

District of Columbia $7K (2%)

New York $7K (2%)

California $7K (2%)

Share of all 10 itemized 2024 grant dollars.

States

California District of Columbia Massachusetts New York Tennessee

Cities

BostonFitchburgHohenwaldHollistonLaguna HillsNew YorkRoxburyWashington DcLawrence

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$5,043,825	$5,169,803
Revenue	$289,117	$5,477,819
Expenses	$413,450	$306,285
Qualifying Distributions	$302,000	$280,000
Net Investment Income	$246,227	$4,220,197
Distributable Amount	$275,776	$104,421

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2023–2024

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

18 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Fitchburg State University ($125,000), Project Comeback ($125,000), Elephant Sanctuary ($7,000).

Recipient	Purpose	Amount
FITCHBURG STATE UNIVERSITY FITCHBURG, MA	STIPENDS FOR UNPAID INTERN PROGRAM	$125,000
PROJECT COMEBACK HOLLISTON, MA	GENERAL OPERATING SUPPORT/FUTURE LAND PURCHASE	$125,000
ELEPHANT SANCTUARY HOHENWALD, TN	GENERAL OPERATING SUPPORT	$7,000
MISSION SAFE ROXBURY, MA	GENERAL OPERATING SUPPORT	$7,000
PLAN C (NWHN) WASHINGTON DC, DC	FOR PLAN C	$7,000
SAVE THE RHINO INTERNATIONAL NEW YORK, NY	GENERAL OPERATING SUPPORT	$7,000
SHELDRICK WILDLIFE TRUST LAGUNA HILLS, CA	GENERAL OPERATING SUPPORT	$7,000
WOMEN'S LUNCH PLACE BOSTON, MA	GENERAL OPERATING SUPPORT	$7,000
LAZURUS HOUSE LAWRENCE, MA	GENERAL OPERATING SUPPORT	$5,000
CREATIVE LIFE FOUNDATION BOSTON, MA	GENERAL OPERATING SUPPORT	$5,000

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
Tracy W Barron	President, Director	5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Simon Willard Foundation?

Simon Willard Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $5.0M in total assets as of 2024.

How large is Simon Willard Foundation?

As of 2024, Simon Willard Foundation holds $5.0M in total assets with $289K in annual revenue. It awarded 10 grants totaling $302K in 2024.

Where does Simon Willard Foundation operate?

Simon Willard Foundation has awarded grants in California, District of Columbia, Massachusetts, New York, Tennessee.

What size grants does Simon Willard Foundation award?

In 2024, Simon Willard Foundation awarded 10 grants totaling $302K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Simon Willard Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Simon Willard Foundation reported a distributable amount of $276K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.