The San Simeon Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $65.0M in total assets. In 2024, it awarded 10 grants totaling $4.7M. Net investment income was $2.4M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$65.0M
+9.0% YoY
Annual Giving
$4.7M
+1788.0% YoY
Grant Count
10
+400.0% YoY
Avg Grant Size
$472K
+277.6% YoY
Under IRS private-foundation payout rules, The San Simeon Fund Inc reported a distributable amount of $4.0M for 2024 — the minimum it must pay out in qualifying distributions.
About The San Simeon Fund Inc
Based on IRS filings
The San Simeon Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $65.0M in total assets. In 2024, it awarded 10 grants totaling $4.7M. Net investment income was $2.4M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $65,024,046 | $59,628,370 | $55,952,800 |
| Revenue | $11,198,452 | $4,645,753 | $2,734,238 |
| Expenses | $5,802,776 | $970,183 | $2,804,855 |
| Qualifying Distributions | $4,777,959 | $256,340 | $2,133,325 |
| Net Investment Income | $2,403,310 | $5,973,981 | $585,734 |
| Distributable Amount | $3,982,018 | $3,391,963 | $3,316,002 |
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
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Fine Arts Museums of San Francisco ($1,100,000), University of Chicago ($1,000,000), Gbh ($750,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF CHICAGO CHICAGO, IL | TO SUPPORT DEPARTMENT OF ORGANISMAL BIOLOGY & ANATOMY FOR LAB RESEARCH, OUTREACH ACTIVITIES, FIELD WORK, AND TO ESTABLISH A CULTURAL AND EDUCATION CENTER IN AXUM | $1,000,000 |
| GBH BOSTON, MA | TO SUPPORT MASTERPIECE TRUST AND NOVA SCIENCE TRUST | $750,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION SEATTLE, WA | TO SUPPORT UW MEDICINE DEPARTMENT OF OBSTETRICS & GYNECOLOGY FOR MISCARRIAGE MANAGEMENT TRAINING FUND | $250,000 |
| BRANNAN CENTER CALISTOGA, CA | TO SUPPORT THE AVLN EQUIPMENT AND INSTALLATION, STREAMING UPGRADE, AND OPERATING SUPPORT FOR YEAR ONE. | $500,000 |
| CPMC FOUNDATION SAN FRANCISCO, CA | TO SUPPORT THE INSTITUTE FOR HEALTH & HEALING (IHH) AT CPMC | $350,000 |
| THE CALIFORNIA ACADEMY OF SCIENCES SAN FRANCISCO, CA | TO CONTINUE SUPPORT FOR THE HOPE FOR REEFS PHASE II | $250,000 |
| DOCTORS WITHOUT BORDERS NEW YORK, NY | GENERAL SUPPORT | $200,000 |
| FINE ARTS MUSEUMS OF SAN FRANCISCO SAN FRANCISCO, CA | TO SUPPORT THE ACQUISITION OF THE MATISSE JAZZ SERIES FROM BERGGRUEN GALLERY | $1,100,000 |
| BRIDGE THE GAP SAUSALITO, CA | GENERAL SUPPORT FOR YEARS 2024, 2025 AND 2026. | $300,000 |
| PRINCETON UNIVERSITY PRINCETON, NJ | TO SUPPORT PRINCETON'S ANNUAL GIVING CAMPAGIN, CLASS OF 2014 10TH ANNIVERSARY | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM R HEARST III | PRESIDENT | — | — |
| MARGARET C HEARST | VICE PRESIDENT & CFO | — | — |
| CYNTHIA D LUND | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The San Simeon Fund Inc?
The San Simeon Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. It holds $65.0M in total assets as of 2024.
How large is The San Simeon Fund Inc?
As of 2024, The San Simeon Fund Inc holds $65.0M in total assets with $11.2M in annual revenue. It awarded 10 grants totaling $4.7M in 2024.
Where does The San Simeon Fund Inc operate?
The San Simeon Fund Inc has awarded grants in Arizona, California, Illinois, Massachusetts, New Jersey, New York, Oregon, Washington.
What size grants does The San Simeon Fund Inc award?
In 2024, The San Simeon Fund Inc awarded 10 grants totaling $4.7M — an average of about $472K per grant, based on its IRS Form 990 filings.
How much is The San Simeon Fund Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The San Simeon Fund Inc reported a distributable amount of $4.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The San Simeon Fund Inc's EIN?
The San Simeon Fund Inc's EIN (Employer Identification Number) is 20-1986583. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The San Simeon Fund Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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