The Simon Family Foundation
The Simon Family Foundation is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $38K in total assets. In 2025, it awarded 5 grants totaling $3K. Net investment income was $1K.
The Simon Family Foundation at a glance
In short: The Simon Family Foundation gave $3K across 5 grants in 2025 (avg $610), mostly in New Hampshire. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,050
- -12.4% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $610
- -12.4% vs 2024
- Median grant
- $400
- Total assets
- $38,202
- -6.4% vs 2024
- Primary geography
- New Hampshire (64% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Simon Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Temple Beth Jacob ($2K). Together the top 5 received $3K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 31 grants of 31 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How The Simon Family Foundation gives
- Giving fell 47% from 2022 to 2025. Method
- In 2025 it paid out 204% 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 2019 to 2025, annual grant giving ranged from $3K (2020) to $13K (2023). In 2025 it made 5 grants totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Temple Beth Jacob Concord, NH | Charitable | $1,950 |
| Jewish Federation of Cincinnati Cincinnati, OH | Charitable | $500 |
| Beth Am Synagogue Baltimore, MD | Charitable | $400 |
| Jewish National Fund Rockville Centre, NY | Charitable | $100 |
| US Holocaust Memorial Museum Annapolis Junction, MD | Charitable | $100 |
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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 | $38,202 | $1,951 | $4,576 | $3,050 | 5 | $4,576 | $1,219 | $2,245 |
| 2024 | $40,827 | $5,258 | $5,077 | $3,480 | 5 | $5,077 | $1,536 | $2,301 |
| 2023 | $40,646 | $3,307 | $14,466 | $12,900 | 5 | $14,466 | $2,439 | $2,405 |
| 2022 | $51,805 | $3,842 | $7,327 | $5,765 | 9 | $7,327 | $3,034 | $2,952 |
| 2021 | $55,290 | $2,942 | $5,490 | $3,980 | 7 | $3,980 | $3,389 | $3,212 |
| 2020 | $57,838 | $3,173 | $4,036 | $2,622 | 9 | — | $2,816 | $2,895 |
| 2019 | $58,701 | $1,907 | $6,879 | $5,407 | 13 | — | $2,181 | $3,330 |
Under IRS private-foundation payout rules, The Simon Family Foundation reported a distributable amount of $2K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Simon Family Foundation is led by Jean E. Bendon, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Jean E. Bendon
Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Simon Family Foundation
How much does The Simon Family Foundation give each year?
The Simon Family Foundation gave $3K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 5 grants.
What is The Simon Family Foundation's typical grant size?
The Simon Family Foundation's median grant in 2025 was $400, and its average grant was $610, across 5 grants on its 2025 IRS Form 990-PF.
Where does The Simon Family Foundation give grants?
The Simon Family Foundation gives mostly in New Hampshire: 64% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Maryland (16%) and Ohio (16%).
Does The Simon Family Foundation give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on The Simon Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (5 grants).
Who are The Simon Family Foundation's largest grantees?
The Simon Family Foundation's largest 2025 grantees include Temple Beth Jacob ($1,950), Jewish Federation of Cincinnati ($500) and Beth Am Synagogue ($400), according to its 2025 IRS Form 990-PF. Together they received 93% of its itemized 2025 grant dollars.
How large is The Simon Family Foundation?
The Simon Family Foundation reported $38K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $2K (roughly 5% of its investment assets).
What is The Simon Family Foundation's EIN?
The Simon Family Foundation's EIN (Employer Identification Number) is 04-6077289. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 18, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 28, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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