Funder DirectoryHERBERT SIMON FAMILY FOUNDATION
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Private foundation (trust)EIN 383905454Est. 2014-06

HERBERT SIMON FAMILY FOUNDATION

INDIANAPOLIS, IN 46240

Total Assets

$33.1M

FY 2023

Annual Giving

$12.9M

FY 2023

Grants Made

4

FY 2023

Avg Grant

$3.2M

FY 2023

Grant Range

$50K–$12.7M

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$13.5M

Total Expenses

$13.7M

Qualifying Distributions

$13.3M

Distributable Amount

$1.4M

Min. Investment Return

$1.5M

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

4 grants

Grant sizes from minimum $50K through median $50K to maximum $12.7M, 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 $12.9M in 2023. Hover bars for details.

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

Top Recipients

39 grants

CENTRAL INDIANA COMMUNITY FOUNDATION INC
$28.6M
4 grants
INDIANA UNIVERSITY FOUNDATION
$755K
1 grant
CHILDREN'S MUSEUM OF INDIANAPOLIS INC
$650K
1 grant
JEWISH FEDERATION OF GREATER INDIANAPOLIS INC AKA JFGI
$500K
1 grant
ESKENAZI HEALTH FOUNDATION
$300K
1 grant
COMMUNITY FOUNDATION OF WESTERN NEVADA
$250K
1 grant
COMMUNITY KITCHEN INC
$125K
1 grant
BRENTWOOD SCHOOL
$100K
1 grant

Grant Size Distribution

39 grants

<$10K
11
grants
$10–50K
15
grants
$50–250K
6
grants
$250K–1M
4
grants
$1–5M
$5M+
3
grants

Geographic Focus

7 states

Indiana
$31.0M
97% of total
New York
$563K
2% of total
Nevada
$255K
1% of total
West Virginia
$125K
0% of total
California
$114K
0% of total
Colorado
$10K
0% of total
Pennsylvania
$3K
0% of total

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HERBERT SIMON FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo