The Morton a & Phyllis Simon Foundation
The Morton a & Phyllis Simon Foundation is a private foundation, based in MAPLEWOOD, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $151K in total assets. In 2024, it awarded 19 grants totaling $7K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$151K
-5.6% YoY
Annual Giving
$7K
-28.9% YoY
Grant Count
19
-32.1% YoY
Avg Grant Size
$392.105
+4.7% YoY
Under IRS private-foundation payout rules, The Morton a & Phyllis Simon Foundation reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.
About The Morton a & Phyllis Simon Foundation
Based on IRS filings
The Morton a & Phyllis Simon Foundation is a private foundation, based in MAPLEWOOD, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $151K in total assets. In 2024, it awarded 19 grants totaling $7K.
Ready to take the next step with The Morton a & Phyllis Simon Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $150,752 | $159,756 | $171,745 |
| Revenue | — | — | — |
| Expenses | $9,004 | $11,989 | $9,949 |
| Qualifying Distributions | $9,004 | $11,989 | $9,949 |
| Net Investment Income | — | — | — |
| Distributable Amount | $7,595 | $8,159 | $8,662 |
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
137 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Memorial Sloan Kettering Cancer Center ($5,000), Hillel ($350), Shriners Hospital ($350).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADOM NEW YORK, NY | TO FURTHER DONEE'S EXEMPT PURPOSE | $200 |
| AMERICAN HEART ASSOCIATION DALLAS, TX | TO FURTHER DONEE'S EXEMPT PURPOSE | $100 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE WASHINGTON, DC | TO FURTHER DONEE'S EXEMPT PURPOSE | $150 |
| ANTI DEFAMATION LEAGUE FOUNDATION NEW YORK, NY | TO FURTHER DONEE'S EXEMPT PURPOSE | $100 |
| BEST FRIENDS FOUNDATION WASHINGTON, DC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50 |
| B'NAI B'RITH HILLEL FOUNDATION WASHINGTON, DC | TO FURTHER DONEE'S EXEMPT PURPOSE | $100 |
| DOROT INC NEW YORK, NY | TO FURTHER DONEE'S EXEMPT PURPOSE | $50 |
| FOUNTAIN HOUSE NEW YORK, NY | TO FURTHER DONEE'S EXEMPT PURPOSE | $50 |
| HILLEL WASHINGTON, DC | TO FURTHER DONEE'S EXEMPT PURPOSE | $350 |
| JEWISH FOUNDATION FOR RIGHTEOUS WEST ORANGE, NJ | TO FURTHER DONEE'S EXEMPT PURPOSE | $200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LESLIE KAPLOWITZ | PRESIDENT | 1 | — |
| JONATHAN KAPLOWITZ | TREASURER | 0.5 | — |
Frequently Asked Questions
How large is The Morton a & Phyllis Simon Foundation?
As of 2024, The Morton a & Phyllis Simon Foundation holds $151K in total assets. It awarded 19 grants totaling $7K in 2024.
Where does The Morton a & Phyllis Simon Foundation operate?
The Morton a & Phyllis Simon Foundation has awarded grants in Alabama, California, District of Columbia, Florida, Illinois, Louisiana, Massachusetts, Minnesota, Missouri, North Carolina, New Jersey, New Mexico, New York, Tennessee, Texas, Virginia.
What size grants does The Morton a & Phyllis Simon Foundation award?
In 2024, The Morton a & Phyllis Simon Foundation awarded 19 grants totaling $7K — an average of about $392.105 per grant, based on its IRS Form 990 filings.
How much is The Morton a & Phyllis Simon Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Morton a & Phyllis Simon Foundation reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Morton a & Phyllis Simon Foundation's EIN?
The Morton a & Phyllis Simon Foundation's EIN (Employer Identification Number) is 22-3010423. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Morton a & Phyllis Simon Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Laborers Intl Union of 472 Hcl
NEWARK, NJ
Assets
$61.5M
Grants
1
Total Given
$179K
The Community Chest of Englewood
ENGLEWOOD, NJ
Assets
$491K
Grants
5
Total Given
$38K
Margaret a Darrin Charitable Trust
FLORHAM PARK, NJ
Assets
$111.3M
Grants
61
Total Given
$6.9M
Anplr Religious Education Inc
PASSAIC, NJ
Assets
$19K
Grants
0
Total Given
—
The William & Phyllis Mack Family
FORT LEE, NJ
Assets
$5.9M
Grants
53
Total Given
$3.2M
New Digital Trade Coalition Ndtc
NORTH BERGEN, NJ
Assets
$300
Grants
0
Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Morton a & Phyllis Simon 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 The Morton a & Phyllis Simon Foundation to a real strategy.