The Sidney Milton and Leoma Simon Foundation

Private foundation · Grantmaker Boca Raton, FL EIN: 65-6282105

The Sidney Milton and Leoma Simon Foundation is a private foundation, based in Boca Raton, FL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $12.8M in total assets. In 2026, it awarded 1 grant totaling $848K. Net investment income was $1.2M.

The Sidney Milton and Leoma Simon Foundation at a glance

In short: The Sidney Milton and Leoma Simon Foundation gave $848K across 1 grant in 2026 (avg $848K), mostly in Florida. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$848,000
+5.5% vs 2025
Grants made (2026)
1
+0.0% vs 2025
Average grant
$848,000
+5.5% vs 2025
Median grant
$848,000
Total assets
$12,847,212
+9.1% vs 2025
Primary geography
Florida (100% of itemized 2026 grant dollars)
Latest 990 filing
Form 990-PF, 2026 View filing

Data from IRS Form 990-PF, 2026; updated November 2026.

Who The Sidney Milton and Leoma Simon Foundation funds

How this funder distributes its grants

Top Recipients

Top recipient in 2026

See Attachment F: $848KSee Attachment F$848K

The largest 2026 recipient was See Attachment F ($848K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K5$500K–1M$1–5M$5M+

The most common grant size was in the $500K–1M range: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2026 grant dollars on its one itemized grant.

States

How The Sidney Milton and Leoma Simon Foundation gives

  • Giving grew 21% from 2023 to 2026. Method
  • In 2026 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 1 grant2026

From 2021 to 2026, annual grant giving ranged from $658K (2024) to $848K (2026). In 2026 it made 1 grant totaling $848K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
See Attachment F Various, FLCharity$848,000
Your AI grants department

Ready to take the next step with The Sidney Milton and Leoma Simon Foundation?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$12,847,212$1,532,563$1,209,947$848,0001$917,146$1,239,762$957,768
2025$11,777,948$1,575,008$1,155,755$804,0001$874,969$1,294,222$911,746
2024$11,817,673$1,092,870$929,384$658,0001$755,241$918,727$844,893
2023$12,016,027$309,092$1,040,402$700,0001$915,274$309,438$766,968
2022$12,080,692$613,182$1,301,714$845,0001$1,156,811$468,279$856,901
2021$12,768,278$560,451$1,019,916$743,0001—$476,731$797,903

Under IRS private-foundation payout rules, The Sidney Milton and Leoma Simon Foundation reported a distributable amount of $958K for 2026 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The Sidney Milton and Leoma Simon Foundation's 2026 filing lists 3 officers; all 3 officers listed in 2026 are compensated.

Officers on the 2026 filing

  • Robert O'Brien

    Trustee

    On filings since 2022

    10 hrs/week

    $75K (2023) → $114K (2026)

  • Timothy Devlin

    Trustee

    On filings since 2022

    5 hrs/week

    $60K (2023) → $76K (2026)

  • Kenneth Edelman

    Trustee

    On filings since 2023

    5 hrs/week

    $30K (2023) → $76K (2026)

Former officers (3)
  • Former: Joseph Warner (2021–2023) — Trustee
  • Former: Jyota Snyder (2021–2022) — Trustee
  • Former: Lauren Snyder (2021–2022) — Trustee

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Robert O'Brien — Trustee: $114KRobert O'BrienTrustee$114KTimothy Devlin — Trustee: $76KTimothy DevlinTrustee$76KKenneth Edelman — Trustee: $76KKenneth EdelmanTrustee$76K

The highest reported compensation on the 2026 filing was $114K, to Robert O'Brien (Trustee). 3 officers or directors reported compensation on that filing.

Frequently asked questions about The Sidney Milton and Leoma Simon Foundation

How much does The Sidney Milton and Leoma Simon Foundation give each year?

The Sidney Milton and Leoma Simon Foundation gave $848K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $804K across 1 grant.

How large is The Sidney Milton and Leoma Simon Foundation?

The Sidney Milton and Leoma Simon Foundation reported $12.8M in total assets on its 2026 IRS Form 990-PF. It paid out $917K in qualifying distributions that year, against a required minimum of $958K (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.

Where does The Sidney Milton and Leoma Simon Foundation operate?

The Sidney Milton and Leoma Simon Foundation has awarded grants in Florida.

What is The Sidney Milton and Leoma Simon Foundation's EIN?

The Sidney Milton and Leoma Simon Foundation's EIN (Employer Identification Number) is 65-6282105. IRS Form 990 filing data is available on this page for 2021–2026.

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS September 13, 2026)
  2. IRS filings on file for fiscal years 2021–2025

Live grants for the work The Sidney Milton and Leoma Simon Foundation funds

Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.

Explore Open Grants

Browse active grant opportunities in The Sidney Milton and Leoma Simon Foundation's focus areas in our free grants database

Similar Funders

Similar funders in Florida

Publix Super Markets Charities Inc

Lakeland, FL

Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.

Assets

$233.8M

Grants

3,269

Total Given

$52.5M

The Community Foundation for Northeast Florida Inc

Jacksonville, FL

The Community Foundation for Northeast Florida supports neighborhood strengthening, nonprofit capacity, education, older adults, the arts, and other community needs, primarily in Baker, Clay, Duval, Nassau, Putnam, and St. Johns counties. Its 2024 grants had a median of $5,000, while its Program Support grants offer up to $25,000; eligible nonprofits may apply to competitive programs, but donor-advised funds do not accept applications.

Philanthropy, Voluntarism & Grantmaking

Assets

$708.7M

Grants

2,470

Total Given

$78.0M

Community Foundation of Tampa Bay Inc

Tampa, FL

The Community Foundation of Tampa Bay funds nonprofits through competitive grants and other programs focused on economic opportunity, environmental resilience, health and wellbeing, education, and vibrant communities. Its typical grant is about $25,000, and it serves Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. It accepts applications through its competitive grants process and rolling Critical Needs List.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.0B

Grants

698

Total Given

$54.3M

Gulf Coast Community Foundation Inc

Venice, FL

Gulf Coast Community Foundation funds arts and culture, civic and economic development, education, the environment, health and human services, and disaster response, with grants generally serving Sarasota and Charlotte counties, DeSoto County, Boca Grande, Lakewood Ranch, and Longboat Key, Florida. In 2025, grants ranged from $5,030 to $2,101,739, with a median of $16,251; Community Grants are capped at $25,000 per nonprofit per fiscal year. It accepts letters of inquiry for Community Grants; Catalytic and Initiative Grants are by invitation.

Philanthropy, Voluntarism & Grantmaking

Assets

$533.7M

Grants

651

Total Given

$45.0M

Early Learning Coalition of Broward County Inc

Fort Lauderdale, FL

The Early Learning Coalition of Broward funds child care reimbursement and early-learning providers, including programs supporting child care and preschool, primarily in Broward County, Florida. Its 2025 grants ranged from $5,127 to $3,994,863, with a median of $158,921. The profile does not state whether it accepts unsolicited requests.

Human Services

Assets

$15.9M

Grants

636

Total Given

$152.2M

Leslie L Alexander Foundation Inc

Delray Beach, FL

The Leslie L Alexander Foundation supports animal rescue, education, children’s services, and other charitable work. In 2024, grants ranged from $600 to $1 million, with a median of $35,000; giving was concentrated in Florida and Texas, with awards also made elsewhere. It gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$291.4M

Grants

622

Total Given

$28.4M

More similar funders

More Funders in Florida

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Sidney Milton and Leoma 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.

The Sidney Milton and Leoma Simon Foundation down — hundreds of funders to go?

Want AI to do this for you?