William E Simon Foundation Inc

Foundation · Grantmaker MORRISTOWN, NJ EIN: 13-6217788

William E Simon Foundation Inc is a private foundation, based in MORRISTOWN, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $369K in total assets. In 2024, it awarded 1 grants totaling $8.0M. Net investment income was $305K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$369K

-94.9% YoY

Annual Giving

$8.0M

-10.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$8.0M

-10.9% YoY

Under IRS private-foundation payout rules, William E Simon Foundation Inc reported a distributable amount of $266K for 2024 — the minimum it must pay out in qualifying distributions.

About William E Simon Foundation Inc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $35.5M (82%)

New Jersey $8.0M (18%)

States

New Jersey New York

Cities

MorristownNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$368,672	$7,179,404	$17,877,344
Revenue	$386,536	$1,762,440	$6,732,119
Expenses	$6,809,268	$4,077,083	$17,248,011
Qualifying Distributions	$8,868,387	$10,888,653	$12,433,653
Net Investment Income	$304,767	$1,679,584	$6,484,210
Distributable Amount	$265,648	$646,022	$1,258,424

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Statement 12 ($7,979,153).

Recipient	Purpose	Amount
SEE STATEMENT 12 MORRISTOWN, NJ	CHARITABLE PURPOSE	$7,979,153

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
SEE ATTACHMENT	PRESIDENT	—	—

Frequently Asked Questions

How large is William E Simon Foundation Inc?

As of 2024, William E Simon Foundation Inc holds $369K in total assets with $387K in annual revenue. It awarded 1 grants totaling $8.0M in 2024.

Where does William E Simon Foundation Inc operate?

William E Simon Foundation Inc has awarded grants in New Jersey, New York.

What size grants does William E Simon Foundation Inc award?

In 2024, William E Simon Foundation Inc awarded 1 grants totaling $8.0M — an average of about $8.0M per grant, based on its IRS Form 990 filings.

How much is William E Simon Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William E Simon Foundation Inc reported a distributable amount of $266K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William E Simon Foundation Inc's EIN?

William E Simon Foundation Inc's EIN (Employer Identification Number) is 13-6217788. IRS Form 990 filing data is available on this page for 2020–2024.