Funder DirectoryB K SIMON FAMILY CHARITABLE FDN-TR
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Private foundation (trust)EIN 206817430Est. 2007-03

B K SIMON FAMILY CHARITABLE FDN-TR

PITTSBURGH, PA 152300185

Total Assets

$5.6M

FY 2023

Annual Giving

$1.4M

FY 2023

Grants Made

20

FY 2023

Avg Grant

$70K

FY 2023

Grant Range

$1K–$330K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$787K

Total Expenses

$1.4M

Qualifying Distributions

$1.4M

Distributable Amount

$269K

Min. Investment Return

$280K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

20 grants

Grant sizes from minimum $1K through median $33K to maximum $330K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $2.1M in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

63 grants

UNIVERSITY OF PITTSBURGH
$960K
3 grants
CARNEGIE MELLON UNIVERSITY
$640K
3 grants
INSTITUTE FOR JUSTICE
$410K
3 grants
ROBERT MORRIS UNIVERSITY
$334K
2 grants
WESTERN PENNSYLVANIA CONSERVACNY
$313K
1 grant
DORMONT PUBLIC LIBRARY
$290K
3 grants
BRADDOCK PUBLIC LIBRARY
$240K
2 grants
CATHOLIC CHARITIES OF THE DIOCESE
$220K
2 grants

Grant Size Distribution

63 grants

<$10K
14
grants
$10–50K
26
grants
$50–250K
19
grants
$250K–1M
4
grants
$1–5M
$5M+

Geographic Focus

13 states

Pennsylvania
$3.8M
76% of total
Virginia
$669K
13% of total
California
$257K
5% of total
District of Columbia
$148K
3% of total
Colorado
$60K
1% of total
Illinois
$30K
1% of total
Arizona
$21K
0% of total
Indiana
$15K
0% of total
Maryland
$15K
0% of total
Florida
$10K
0% of total

+3 more states

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