The Morton a & Phyllis Simon Foundation

MAPLEWOOD, NJ EIN: 22-3010423

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

16states
+8 more states

Cities

AlbuquerqueArlingtonBostonChicagoDallasIthacaJacksonvilleKansas CityKingstonLindaleMadisonMaplewoodMilesMinneapolisMontclairMontgomeryNew CityNew OrleansNew YorkNewark

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$13K$27K$40K$54K20202021202220232024
Metric202420232022
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

$0$9K$18K$26K$35K40 grants202024 grants202126 grants202228 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MEMORIAL SLOAN KETTERING…$5KHILLEL$350SHRINERS HOSPITAL$350LEUKEMIA & LYMPHOMA SOCI…$250AMERICAN FRIENDS OF MAGE…$200JEWISH FOUNDATION FOR RI…$200AMERICAN ISRAEL PUBLIC A…$150AMERICAN HEART ASSOCIATION$100ANTI DEFAMATION LEAGUE F…$100B'NAI B'RITH HILLEL FOUN…$100

Grant Size Distribution

137 grants across all recorded years

137<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LESLIE KAPLOWITZPRESIDENT1
JONATHAN KAPLOWITZTREASURER0.5

Related Funders

Similar funders by location and focus area

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

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