Funder DirectoryThe Katalina and Michael Simon Foundation
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Private foundation (trust)EIN 851620436Est. 2021-07

The Katalina and Michael Simon Foundation

Wilmington, DE 198091377

Total Assets

$2.0M

FY 2023

Annual Giving

$320K

FY 2023

Grants Made

5

FY 2023

Avg Grant

$64K

FY 2023

Grant Range

$20K–$200K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Expenses

$334K

Qualifying Distributions

$329K

Distributable Amount

$87K

Min. Investment Return

$90K

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

5 grants

Grant sizes from minimum $20K through median $25K to maximum $200K, 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 2021 to 2023. Peak $553K in 2022. Hover bars for details.

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

Top Recipients

12 grants

UNIVERSITY OF NOTRE DAME DU LAC
$425K
3 grants
CARROLL SCHOOL CORP
$390K
3 grants
CONCORD ACADEMY
$100K
2 grants
RIVERS SCHOOL CORPORATION
$63K
1 grant
TRUSTEES OF THE LAWRENCE ACADEMY AT GROTON
$50K
1 grant
UNIVERSITY OF DAYTON
$45K
2 grants

Grant Size Distribution

12 grants

<$10K
$10–50K
7
grants
$50–250K
5
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Massachusetts
$603K
56% of total
Indiana
$425K
40% of total
Ohio
$45K
4% of total

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The Katalina and Michael Simon Foundation — Grants, Financials & Contact | Grantivo