The Simon Family Foundation

SATELLITE BEACH, FL EIN: 04-6077289

The Simon Family Foundation is a private foundation, based in SATELLITE BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $41K in total assets. In 2024, it awarded 5 grants totaling $3K. Net investment income was $2K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$41K

+0.4% YoY

Annual Giving

$3K

-73.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$696

-73.0% YoY

Under IRS private-foundation payout rules, The Simon Family Foundation reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About The Simon Family Foundation

Based on IRS filings

Ready to take the next step with The Simon Family Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $12K (40%)

New Hampshire $9K (32%)

Maryland $6K (20%)

Pennsylvania $700 (2%)

New York $550 (2%)

District of Columbia $500 (2%)

Ohio $250 (1%)

California $150 (1%)

+1 more states

States

California District of Columbia Kentucky Maryland New Hampshire New York Ohio Pennsylvania Texas

Cities

BaltimoreCincinnatiConcordDallasDrexel HillDublinGoshenmLouisvilleMasonic HomeNew YorkPittsburghSan DiegoWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$40,827	$40,646	$51,805
Revenue	$5,258	$3,307	$3,842
Expenses	$5,077	$14,466	$7,327
Qualifying Distributions	$5,077	$14,466	$7,327
Net Investment Income	$1,536	$2,439	$3,034
Distributable Amount	$2,301	$2,405	$2,952

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

35 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Temple Beth Jacob ($2,080), Beth Am Synagogue ($600), Francis Parker School of Louisville ($500).

Recipient	Purpose	Amount
FRANCIS PARKER SCHOOL OF LOUISVILLE LOUISVILLE, KY	CHARITABLE	$500
KAILA'S KOMFORT SAN DIEGO, CA	CHARITABLE	$150
TEMPLE BETH JACOB CONCORD, NH	CHARITABLE	$2,080
BETH AM SYNAGOGUE BALTIMORE, MD	CHARITABLE	$600
CINCINNATI CHILDREN'S HOPSITAL CINCINNATI, OH	CHARITABLE	$150

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JEAN E BENDON	TRUSTEE	—	—

Frequently Asked Questions

How large is The Simon Family Foundation?

As of 2024, The Simon Family Foundation holds $41K in total assets with $5K in annual revenue. It awarded 5 grants totaling $3K in 2024.

Where does The Simon Family Foundation operate?

The Simon Family Foundation has awarded grants in California, District of Columbia, Kentucky, Maryland, New Hampshire, New York, Ohio, Pennsylvania, Texas.

What size grants does The Simon Family Foundation award?

In 2024, The Simon Family Foundation awarded 5 grants totaling $3K — an average of about $696 per grant, based on its IRS Form 990 filings.

How much is The Simon Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Simon Family Foundation reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.