Simone Charitable Foundation Inc

Foundation · Grantmaker Scottsdale, AZ EIN: 82-3971316

Simone Charitable Foundation Inc is a private 501(c)(3) grantmaking foundation established in August 2018 and based in Scottsdale, Arizona. The foundation was created to honor the legacy of Pat Michael Simone, an Arizona real estate investor and philanthropist who passed away in 2017 after a long battle with kidney disease. The foundation operates as a strategic, relationship-based philanthropy that distributes grants to preselected charitable organizations rather than accepting unsolicited applications.

Key facts about Simone Charitable Foundation Inc

EIN: 82-3971316
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $4,752,444
Grants made (2024): 12
Average grant: $396,037
Median grant: $367,903
New grantees (estimate): 0% first-time grantees (0 of 12, 2024)
Total assets: $115,229,907
Primary geography: Arizona (76% of itemized 2024 grant dollars)
Accepts unsolicited proposals: No
How to apply: The foundation does not accept unsolicited applications and does not provide public contact information for grant applications. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Simone Charitable Foundation Inc funds

By grant dollars, the top recipient states for Simone Charitable Foundation Inc's 12 itemized 2024 grants were Arizona (76%), Illinois (8%) and Georgia (8%). The most frequent recipient cities were Phoenix, AZ (5 grants) and Scottsdale, AZ (2 grants). 8% of grants with a stated purpose were for general or operating support.

Is Simone Charitable Foundation Inc open to new grantees?

first-time grantees, 2024

In 2024, 0 of 12 grantees (0%) were first-time recipients. How we count

100% of 2024 grantees were also funded in 2023. Method
Giving grew 38% from 2021 to 2024. 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 (2020–2024). 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 Simone Charitable Foundation Inc

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$115.2M

+5.3% YoY

Annual Giving

$4.8M

-1.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$396K

-1.8% YoY

Under IRS private-foundation payout rules, Simone Charitable Foundation Inc reported a distributable amount of $4.7M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation focuses its grantmaking on:

Healthcare, particularly kidney disease, Parkinson's disease, Alzheimer's disease, and cancer research
Human services
Youth development and early childhood programs
Obesity prevention
Nonprofit capacity building

Grantmaking

Grant Range

$30,000 to $900,000

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation's funding is concentrated primarily in Arizona, with select grants to organizations in:

New York
Illinois
Florida
Georgia

Specific cities where the foundation supports work include Phoenix, Scottsdale, Cave Creek, Tucson, Chicago, Atlanta, Miami, and Staten Island.

Grant Distribution by State

Arizona $3.6M (76%)

Illinois $403K (8%)

Georgia $380K (8%)

New York $350K (7%)

Share of all 12 itemized 2024 grant dollars.

States

Arizona Florida Georgia Illinois New York

Cities

PhoenixScottsdaleAtlantaChicagoStaten IslandTucsonCave CreekMiamiCave Creeek

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year 2023:

Total assets: $109.4 million
Total revenues: $6.6 million
Total expenses: $8.9 million
Total liabilities: $11.8 million
Investment income and dividends: $1.5 million

As of Fiscal Year 2024:

Total assets: $115.2 million
Total giving: $4.8 million

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$115,229,907	$109,446,188	$110,014,873
Revenue	$11,687,523	$6,599,284	$5,885,657
Expenses	$8,316,424	$8,876,064	$9,200,673
Qualifying Distributions	$5,130,208	$5,215,377	$5,433,185
Net Investment Income	$4,402,693	$3,287,352	$3,434,227
Distributable Amount	$4,652,659	$5,120,850	$5,195,424

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 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

60 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include National Kidney Foundation of Arizona ($858,000), Southwest Human Development ($750,000), Make-a-Wish Foundation of Arizona Inc ($500,000).

Recipient	Purpose	Amount
NATIONAL KIDNEY FOUNDATION OF ARIZONA Phoenix, AZ	FUND THE DIRECT AID OF KIDNEY PATIENTS IN ARIZONA	$858,000
SOUTHWEST HUMAN DEVELOPMENT Phoenix, AZ	BIRTH TO FIVE CENTER OF EXCELLENCE, SMOOTH WAY HOME	$750,000
MAKE-A-WISH FOUNDATION OF ARIZONA INC Scottsdale, AZ	ARIZONA WISHES	$500,000
BOYS & GIRLS CLUB OF THE VALLEY INC Phoenix, AZ	ACADEMIC SUCCESS STEM PROGRAM	$450,000
ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC Chicago, IL	PUBLIC AWARENESS CAMPAIGN	$402,638
AMERICAN CANCER SOCIETY INC Atlanta, GA	AZ DISCOVERY BOOST GRANTS PROGRAM	$380,250
BARROW NEUROLOGICAL FOUNDATION Phoenix, AZ	MEDCIAL RESEARCH AND STUDIES FOR PARKINSONS AND ALZHEIMERS	$355,556
AMERICAN PARKINSON DISEASE ASSOCIATION Staten Island, NY	MEET THE NEEDS OF THE UNDERSERVED PD PATIENTS IN ARIZONA THROUGH BILINGUAL REFERRAL PROGRAM AND WORK WITH BANNER NEURO WELLNESS	$350,000
BOYS & GIRLS CLUB OF GREATER SCOTTSDALE Scottsdale, AZ	POWER HOUR, AMERICAN READS, TORCH AND KEYSTONE CLUBS, AND SMART GIRLS	$331,000
BOYS & GIRLS CLUB OF TUCSON Tucson, AZ	SPARK TECH ZONES PROJECT	$250,000

Leadership & Key People

Leadership team and compensation from IRS filings

Mark Grayson – President (full-time, compensation: $345,586)
Curt Christensen – Treasurer (full-time, compensation: $183,598)
John Kelly – Trustee
James Geaves – Director (part-time, no compensation)

The foundation operates with 3 employees.

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Mark Grayson	President	40	$359,414
Curt Christensen	Treasurer	40	$190,941
James Geaves	Director	2	—

Recent News & Activity

Recent developments and announcements

The foundation has been active in supporting disease-specific research and community programs. Recent grant announcements include funding for the Parkinson's Foundation to support critical research, genetic testing, and counseling initiatives, as well as continued support for the Barrow Neurological Institute's work with brain and spine conditions specialists.

Parkinson's Foundation Receives Grant to Fund Critical Research ...

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Simone Charitable Foundation Inc fund?

The foundation focuses its grantmaking on: • Healthcare, particularly kidney disease, Parkinson's disease, Alzheimer's disease, and cancer research • Human services • Youth development and early childhood programs • Obesity prevention • Nonprofit capacity building

How do I apply for a grant from Simone Charitable Foundation Inc?

The foundation does not accept unsolicited applications and does not provide public contact information for grant applications. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does Simone Charitable Foundation Inc make grants?

The foundation's funding is concentrated primarily in Arizona, with select grants to organizations in: • New York • Illinois • Florida • Georgia Specific cities where the foundation supports work include Phoenix, Scottsdale, Cave Creek, Tucson, Chicago, Atlanta, Miami, and Staten Island.

What size grants does Simone Charitable Foundation Inc award?

In 2024, Simone Charitable Foundation Inc awarded 12 grants totaling $4.8M — an average of about $396K per grant, based on its IRS Form 990 filings.

How much is Simone Charitable Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Simone Charitable Foundation Inc reported a distributable amount of $4.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Simone Charitable Foundation Inc's EIN?

Simone Charitable Foundation Inc's EIN (Employer Identification Number) is 82-3971316. IRS Form 990 filing data is available on this page for 2020–2024.