Funder DirectoryDAVID E SIMON & JACQUELINE S SIMON
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Private foundation (trust)EIN 141859319Est. 2003-01

DAVID E SIMON & JACQUELINE S SIMON

INDIANAPOLIS, IN 46278

Accepts unsolicited proposals

Total Assets

$57.0M

FY 2023

Annual Giving

$7.8M

FY 2023

Grants Made

37

FY 2023

Avg Grant

$212K

FY 2023

Grant Range

$500–$2.0M

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$2.4M

Total Expenses

$8.0M

Qualifying Distributions

$7.9M

Distributable Amount

$3.0M

Min. Investment Return

$3.0M

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

37 grants

Grant sizes from minimum $500 through median $36K to maximum $2.0M, 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

4 years

Giving over time from 2020 to 2023. Peak $7.8M in 2023. Hover bars for details.

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

Top Recipients

143 grants

PARK AVENUE SYNAGOGUE
$2.8M
5 grants
AJC
$2.2M
4 grants
HORACE MANN SCHOOL
$1.5M
4 grants
UNIVERSITY OF MIAMI
$1.2M
3 grants
ASCENSION ST VINCENT FOUNDATION
$1.0M
2 grants
ANTI-DEFAMATION LEAGUE (ADL)
$1M
1 grant
FOUNDATION TO COMBAT ANTISEMITISM (FCAS)
$1M
1 grant
YOUTH RENEWAL FUND
$870K
4 grants

Grant Size Distribution

143 grants

<$10K
60
grants
$10–50K
40
grants
$50–250K
24
grants
$250K–1M
18
grants
$1–5M
1
grants
$5M+

Geographic Focus

17 states

New York
$11.9M
65% of total
Indiana
$2.4M
13% of total
Florida
$1.5M
8% of total
Massachusetts
$1M
5% of total
Virginia
$500K
3% of total
California
$345K
2% of total
Maryland
$205K
1% of total
Nevada
$155K
1% of total
District of Columbia
$101K
1% of total
Pennsylvania
$65K
0% of total

+7 more states

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DAVID E SIMON & JACQUELINE S SIMON — Grants, Financials & Contact | Grantivo