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.
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
10
+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
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.
Focus Areas
Ready to take the next step with Simon Willard Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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 include Fitchburg State University ($125,000), Project Comeback ($125,000), Elephant Sanctuary ($7,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ELEPHANT SANCTUARY HOHENWALD, TN | GENERAL OPERATING SUPPORT | $7,000 |
| FITCHBURG STATE UNIVERSITY FITCHBURG, MA | STIPENDS FOR UNPAID INTERN PROGRAM | $125,000 |
| MISSION SAFE ROXBURY, MA | GENERAL OPERATING SUPPORT | $7,000 |
| PLAN C (NWHN) WASHINGTON DC, DC | FOR PLAN C | $7,000 |
| PROJECT COMEBACK HOLLISTON, MA | GENERAL OPERATING SUPPORT/FUTURE LAND PURCHASE | $125,000 |
| 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
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRACY W BARRON | PRESIDENT, DIRECTOR | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
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.
What is Simon Willard Foundation's EIN?
Simon Willard Foundation's EIN (Employer Identification Number) is 88-4114857. IRS Form 990 filing data is available on this page for 2023–2024.
Explore Open Grants
Browse active grant opportunities in Simon Willard Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Conservation Food and Health Foundation
BOSTON, MA
Assets
$14.6M
Grants
49
Total Given
$2.2M
Charles J Tasker Memorial Scholarship Fund
HANOVER, MA
Assets
$98K
Grants
1
Total Given
$8K
The Bulens Family Foundation
WELLESLEY, MA
Assets
$3.0M
Grants
68
Total Given
$956K
Marshall M & Barbara J Sloane Pvt Found
CHESTNUT HILL, MA
Assets
$1.2M
Grants
11
Total Given
$75K
John J Mcardle Iii & Joan C Mcardle
ANDOVER, MA
Assets
$1.8M
Grants
13
Total Given
$205K
Massachusetts Association of Realtors
FOXBOROUGH, MA
Assets
$18.1M
Grants
2
Total Given
$71K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Simon Willard Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Simon Willard Foundation to a real strategy.