The Todd and Betiana Simon Foundation
The Todd and Betiana Simon Foundation is a private foundation, based in Omaha, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 2 grants totaling $6K. Net investment income was $44K.
Key facts about The Todd and Betiana Simon Foundation
In short: The Todd and Betiana Simon Foundation gave $6K across 2 grants in 2024 (avg $3K), mostly in Colorado. Source: 2024 IRS Form 990-PF.
- EIN
- 47-0820673
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $6,000
- Grants made (2024)
- 2
- Average grant
- $3,000
- Median grant
- $3,000
- Total assets
- $1,397,570
- Primary geography
- Colorado (83% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+2.8% YoY
Annual Giving
$6K
-73.4% YoY
Grant Count
2
-80.0% YoY
Avg Grant Size
$3K
+33.0% YoY
Under IRS private-foundation payout rules, The Todd and Betiana Simon Foundation reported a distributable amount of $91K for 2024 — the minimum it must pay out in qualifying distributions.
How The Todd and Betiana Simon Foundation gives
- Giving fell 94% from 2021 to 2024. Method
- In 2024 it paid out 7% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $6K (2024) to $105K (2021). In 2024 it made 2 grants totaling $6K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Seal Family Foundation ($5K). Together the top 2 received $6K.
Grant Size Distribution
99 grants across all recorded years
The most common grant size was under $50K: 98 grants of 99 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Seal Family Foundation Coronado, CO | Support Nebraskan Seals | $5,000 |
| Flight-Path Omaha, NE | Support the Work of Sagarmatha Next | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,397,570 | $1,359,368 | $1,357,653 |
| Revenue | $68,419 | $41,103 | $8,490 |
| Expenses | $30,217 | $39,354 | $54,060 |
| Qualifying Distributions | $6,000 | $22,564 | $40,998 |
| Net Investment Income | $44,477 | $24,313 | $35,491 |
| Distributable Amount | $90,567 | $71,069 | $69,653 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Todd and Betiana Simon Foundation is led by Todd D. Simon, President & Treasurer on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Todd D. Simon
President & Treasurer
On filings since 2020
5 hrs/week
No compensation reported
Barbara Goldstein
Secretary
On filings since 2020
1 hr/week
No compensation reported
Joanna French
Vice President
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Todd and Betiana Simon Foundation
How much does The Todd and Betiana Simon Foundation give each year?
The Todd and Betiana Simon Foundation gave $6K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $23K across 10 grants.
How large is The Todd and Betiana Simon Foundation?
The Todd and Betiana Simon Foundation reported $1.4M in total assets on its 2024 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $91K (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 Todd and Betiana Simon Foundation operate?
The Todd and Betiana Simon Foundation has awarded grants in Alaska, Colorado, District of Columbia, Georgia, Iowa, Illinois, Indiana, Nebraska, New Hampshire, New York, Rhode Island, South Dakota, Washington.
What is The Todd and Betiana Simon Foundation's EIN?
The Todd and Betiana Simon Foundation's EIN (Employer Identification Number) is 47-0820673. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Todd and Betiana Simon Foundation by hand.
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