The Morton a & Phyllis Simon Foundation
The Morton A & Phyllis Simon Foundation is a private foundation based in Maplewood, New Jersey. It reported 19 grants totaling $7,450 in 2024, supporting charitable organizations that include a cancer center, hospitals, and organizations working in health, Jewish community life, and other areas. Its 2025 filing, the latest on this page, reports 28 grants totaling $4,000.
The Morton a & Phyllis Simon Foundation at a glance
In short: The Morton a & Phyllis Simon Foundation gave $4K across 28 grants in 2025 (avg $142.857), mostly in New York. 21% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,000
- -46.3% vs 2024
- Grants made (2025)
- 28
- +47.4% vs 2024
- Average grant
- $143
- -63.6% vs 2024
- Median grant
- $100
- Total assets
- $145,102
- -3.7% vs 2024
- New grantees (estimate)
- 21% first-time grantees (6 of 28, 2025)
- Primary geography
- New York (58% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Morton a & Phyllis Simon Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 153 Wyoming Ave, Maplewood, NJ 07040
Phone: (973) 731-7526
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Morton a & Phyllis Simon Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Memorial Sloan Kettering Cancer Center ($1K). Together the top 10 received $3K.
Grant Size Distribution
125 grants across all recorded years
The most common grant size was under $50K: 125 grants of 125 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s 2024 grant dollars went to recipients in multiple states. By recipient state, New York received 78%, Washington, DC 9%, Florida 5%, New Jersey 4%, and Texas 3%.
Grant Distribution by State
Share of 2025 grant dollars across all 28 itemized grants.
States
Cities
Is The Morton a & Phyllis Simon Foundation open to new grantees?
21%
first-time grantees, 2025
In 2025, 6 of 28 grantees (21%) were first-time recipients. First grants averaged $75; repeat grants $161. How we count
Medians: $75 first-time, $100 repeat.
- 21% of 2025 grantees were also funded in 2024. Method
- Giving fell 50% from 2022 to 2025. Method
- In 2025 it paid out 67% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $4K (2025) to $35K (2020). In 2025 it made 28 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Memorial Sloan Kettering Cancer Center New York, NY | To Further Donee's Exempt Purpose | $1,000 |
| Shriners Hospital Tampa, FL | To Further Donee's Exempt Purpose | $400 |
| St Jude Research Hospital New York, NY | To Further Donee's Exempt Purpose | $200 |
| Tunnel to Towers Foundation Staten Island, NY | To Further Donee's Exempt Purpose | $200 |
| Leukemia & Lymphoma Society Rye Brook, NY | To Further Donee's Exempt Purpose | $150 |
| Operation Smile Inc Virginia Beach, VA | To Further Donee's Exempt Purpose | $150 |
| United States Holocaust Memorial Museum Washington, DC | To Further Donee's Exempt Purpose | $150 |
| ALS Arlington, VA | To Further Donee's Exempt Purpose | $145 |
| Ronald McDonald House New York New York, NY | To Further Donee's Exempt Purpose | $105 |
| Alzheimer's Association Chicago, IL | To Further Donee's Exempt Purpose | $100 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $145,102 | — | $5,650 | $4,000 | 28 | $4,850 | $7,281 |
| 2024 | $150,752 | — | $9,004 | $7,450 | 19 | $9,004 | $7,595 |
| 2023 | $159,756 | — | $11,989 | $10,485 | 28 | $11,989 | $8,159 |
| 2022 | $171,745 | — | $9,949 | $7,980 | 26 | $9,949 | $8,662 |
| 2021 | $181,694 | $49,089 | $12,974 | $9,420 | 24 | — | $7,585 |
| 2020 | $145,579 | $40,000 | $37,008 | $35,075 | 40 | — | $8,087 |
Under IRS private-foundation payout rules, The Morton a & Phyllis Simon Foundation reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants went to organizations with varied missions. For example, American Friends of Magen David Adom says it supports the life-saving efforts of Magen David Adom in Israel, while the American Heart Association says its mission is to promote longer, healthier lives. Other 2024 recipients include March of Dimes, which says it works for the health of mothers and babies, and DOROT, which says it addresses social isolation and loneliness among older adults. These are the recipient organizations’ stated missions, not the foundation’s.
Grantmaking
In 2024, the foundation made 19 grants totaling $7,450. Grants ranged from $50 to $5,000, with a median grant of $100. The largest grants listed were $5,000 to Memorial Sloan Kettering Cancer Center and $350 each to Hillel and Shriners Hospital. Other listed grants included $250 to the Leukemia & Lymphoma Society, $200 each to American Friends of Magen David Adom and the Jewish Foundation for Righteous, and $150 to the American Israel Public Affairs Committee. Its 2025 filing, the latest on this page, reports 28 grants totaling $4,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Leslie Kaplowitz as president and Jonathan Kaplowitz as treasurer.
The Morton a & Phyllis Simon Foundation is led by Leslie Kaplowitz, President since 2022 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Leslie Kaplowitz
President
Treasurer → President, 2022
On filings since 2020
1 hr/week
No compensation reported
Jonathan Kaplowitz
Treasurer
On filings since 2022
0.5 hrs/week
No compensation reported
Rachel Kaplowitz
Secretary
New on the 2025 filing
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: Morton A. Simon (2020–2021) — President
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Morton a & Phyllis Simon Foundation
How much does The Morton a & Phyllis Simon Foundation give each year?
The Morton a & Phyllis Simon Foundation gave $4K across 28 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 19 grants.
What is The Morton a & Phyllis Simon Foundation's typical grant size?
The Morton a & Phyllis Simon Foundation's median grant in 2025 was $100, and its average grant was $143, across 28 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Morton a & Phyllis Simon Foundation that year got $75 on average.
Where does The Morton a & Phyllis Simon Foundation give grants?
The Morton a & Phyllis Simon Foundation gives mostly in New York: 58% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (11%) and Virginia (10%). The most frequent recipient cities were New York, NY (9 grants), Washington, DC (2 grants), Arlington, VA (2 grants) and Chicago, IL (2 grants).
Who are The Morton a & Phyllis Simon Foundation's largest grantees?
The Morton a & Phyllis Simon Foundation's largest 2025 grantees include Memorial Sloan Kettering Cancer Center ($1,000), Shriners Hospital ($400) and St Jude Research Hospital ($200), according to its 2025 IRS Form 990-PF. Together they received 40% of its itemized 2025 grant dollars.
How large is The Morton a & Phyllis Simon Foundation?
The Morton a & Phyllis Simon Foundation reported $145K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Morton a & Phyllis Simon Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from The Morton a & Phyllis Simon Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does The Morton a & Phyllis Simon Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 10, 2026)
- IRS filings on file for fiscal years 2020–2024
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Morton a & Phyllis Simon Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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