Funder DirectoryMargo Simons Family Foundation
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Private foundation (trust)EIN 822992313Est. 2018-03

Margo Simons Family Foundation

Cincinnati, OH 45202

Total Assets

$4.4M

FY 2024

Annual Giving

$127K

FY 2024

Grants Made

7

FY 2024

Avg Grant

$18K

FY 2024

Grant Range

$3K–$25K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$739K

Total Expenses

$149K

Qualifying Distributions

$132K

Distributable Amount

$201K

Min. Investment Return

$211K

Payout rate 66%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.66%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

7 grants

Grant sizes from minimum $3K through median $25K to maximum $25K, 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

7 years

Giving over time from 2018 to 2024. Peak $3.9M in 2019. Hover bars for details.

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

Top Recipients

47 grants

SCHWAB CHARITABLE FUND
$3.6M
1 grant
Mayo Clinic
$100K
4 grants
St Helena Hospital Foundation
$98K
3 grants
HEARD MUSEUM
$80K
3 grants
York Land Trust Inc
$75K
4 grants
Yountville Community Church
$50K
2 grants
BOYS HOPE GIRLS HOPE
$35K
1 grant
St Helena Beautification Foundation
$30K
2 grants

Grant Size Distribution

47 grants

<$10K
12
grants
$10–50K
34
grants
$50–250K
$250K–1M
$1–5M
1
grants
$5M+

Geographic Focus

10 states

California
$4.0M
89% of total
Arizona
$140K
3% of total
Minnesota
$115K
3% of total
Maine
$75K
2% of total
District of Columbia
$48K
1% of total
Ohio
$30K
1% of total
New York
$30K
1% of total
Virginia
$25K
1% of total
North Carolina
$10K
0% of total
Oregon
$3K
0% of total

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Margo Simons Family Foundation — Grants, Financials & Contact | Grantivo