The Simon Bros Family Fdtn XXXXX3003
The Simon Bros Family Fdtn XXXXX3003 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.4M in total assets. In 2025, it awarded 8 grants totaling $326K. Net investment income was $296K.
The Simon Bros Family Fdtn XXXXX3003 at a glance
In short: The Simon Bros Family Fdtn XXXXX3003 gave $326K across 8 grants in 2025 (avg $41K), top state Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $326,000
- +66.8% vs 2024
- Grants made (2025)
- 8
- +60.0% vs 2024
- Average grant
- $40,750
- +4.3% vs 2024
- Median grant
- $25,000
- Total assets
- $3,422,437
- -1.1% vs 2024
- Primary geography
- Massachusetts (39% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who The Simon Bros Family Fdtn XXXXX3003 funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Protect Democracy Project ($100K). Together the top 8 received $326K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 20 grants of 31 (65%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How The Simon Bros Family Fdtn XXXXX3003 gives
- Giving grew 58% from 2022 to 2025. Method
- In 2025 it paid out 135% of its IRS minimum distribution (the 5% rule). 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
From 2020 to 2025, annual grant giving ranged from $175K (2020) to $326K (2025). In 2025 it made 8 grants totaling $326K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Protect Democracy Project Washington, DC | General | $100,000 |
| New Visions for Public Schools New York, NY | General | $80,000 |
| Edvestors Boston, MA | General | $80,000 |
| Margarita Muniz Academy Foundation Jamaica Plain, MA | General | $30,000 |
| Fund for Public Schools Inc New York, NY | General | $20,000 |
| The Boston Educational Development Foundation Inc Roxbury, MA | General | $10,000 |
| Steps to Success Inc Brookline Village, MA | General | $5,000 |
| Philanthropy Massachusetts Boston, MA | General | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,422,437 | $328,592 | $365,949 | $326,000 | 8 | $340,918 | $296,305 | $252,680 |
| 2024 | $3,459,795 | $144,617 | $234,015 | $195,400 | 5 | $208,532 | $102,394 | $229,342 |
| 2023 | $3,549,196 | $251,842 | $263,491 | $223,504 | 6 | $235,971 | $213,304 | $207,834 |
| 2022 | $3,560,845 | $353,475 | $250,548 | $206,786 | 6 | $221,128 | $317,070 | $237,846 |
| 2021 | $3,457,923 | $333,971 | $223,387 | $183,500 | 6 | — | $296,854 | $219,539 |
| 2020 | $3,347,350 | $249,964 | $210,271 | $174,779 | 8 | — | $212,166 | $194,899 |
Under IRS private-foundation payout rules, The Simon Bros Family Fdtn XXXXX3003 reported a distributable amount of $253K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Simon Bros Family Fdtn XXXXX3003's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$30K (2020) → $40K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $40K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about The Simon Bros Family Fdtn XXXXX3003
How much does The Simon Bros Family Fdtn XXXXX3003 give each year?
The Simon Bros Family Fdtn XXXXX3003 gave $326K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $195K across 5 grants.
What is The Simon Bros Family Fdtn XXXXX3003's typical grant size?
The Simon Bros Family Fdtn XXXXX3003's median grant in 2025 was $25,000, and its average grant was $40,750, across 8 grants on its 2025 IRS Form 990-PF.
Where does The Simon Bros Family Fdtn XXXXX3003 give grants?
The Simon Bros Family Fdtn XXXXX3003's top state is Massachusetts, with 39% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (31%) and District of Columbia (31%). The most frequent recipient cities were New York, NY (2 grants) and Boston, MA (2 grants).
Does The Simon Bros Family Fdtn XXXXX3003 give general operating support?
Yes: 100% of The Simon Bros Family Fdtn XXXXX3003's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Simon Bros Family Fdtn XXXXX3003's largest grantees?
The Simon Bros Family Fdtn XXXXX3003's largest 2025 grantees include Protect Democracy Project ($100,000), New Visions for Public Schools ($80,000) and Edvestors ($80,000), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.
How large is The Simon Bros Family Fdtn XXXXX3003?
The Simon Bros Family Fdtn XXXXX3003 reported $3.4M in total assets on its 2025 IRS Form 990-PF. It paid out $341K in qualifying distributions that year, against a required minimum of $253K (roughly 5% of its investment assets).
What is The Simon Bros Family Fdtn XXXXX3003's EIN?
The Simon Bros Family Fdtn XXXXX3003's EIN (Employer Identification Number) is 52-6839797. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS November 5, 2025)
- IRS filings on file for fiscal years 2020–2025
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