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B K Simon Family Charitable Fdn-Tr at a glance

· Private foundation

B K Simon Family Charitable Fdn-Tr

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.6M
Granted FY2025still arriving
20
Grants FY2025still arriving
8
States reached
$330k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Education$5.5MEnvironment$835kHuman Services$835kCrime & Legal$830kPublic Benefit$466kArts & Culture$464kPhilanthropy$401kHealth$360kOther$0
02FY2025 · 20 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k2 grants · $8k
  • $10k–50k9 grants · $185k
  • $50k–250k8 grants · $1.0M
  • $250k+1 grant · $330k
$40,000
Median grant
8
States reached
$1.7M
Total assets
Largest grants
RecipientAmount
UNIVERSITY OF PITTSBURGH$330,000
CARNEGIE MELLON UNIVERSITY$220,000
ROBERT MORRIS UNIVERSITY$192,000
INSTITUTE FOR JUSTICE$150,000
CATHOLIC CHARITIES OF THE DIOCESE$110,000
FRENCH HOSPITAL MEDICAL CENTER$100,000
BRADDOCK CARNEGIE LIBRARY ASSOCIATION$100,000
DORMONT PUBLIC LIBRARY$100,000
LEADERSHIP INSTITUTE$70,000
MEDIA RESEARCH CENTER INC$40,000
ANN & ROB H LURIE CHDRNS HSPTL OF CHICAG$20,000
YOU MAKE A DIFFERENCE$20,000
TOLOSA CHILDRENS DENTAL CENTER$20,000
LAND CONSERVANCY OF SAN LUIS OBISPO COUN$20,000
FOOD BANK OF SAN LUIS OBISPO COUNTY$20,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–25, $365k) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 92% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%THE MARAYAH CARES FOUNDATION: $5k → 12%ROB'S BARBERSHOP COMMUNITY FOUNDATION: $5k → 6%ROBS BARBERSHOP COMMUNITY FOUNDATION INC: $5k → 6%ROB'S BARBERSHOP COMMUNITY FOUNDATION: $5k → 6%ROBS BARBERSHOP COMMUNITY FOUNDATION INC: $5k → 6%ROBS BARBERSHOP COMMUNITY FOUNDATION INC: $5k → 6%ROBS BARBERSHOP COMMUNITY FOUNDATION INC: $5k → 6%CATHOLIC CHARITIES OF THE DIOCESE OF PIT: $110k → 11%CATHOLIC CHARITIES OF THE DIOCESE OF PIT: $110k → 11%SURFING FOR HOPE FOUNDATION: $10k → 12%BAPTIST HOMES FOUNDATION: $100k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

IL
NY
MA
IN
PA
CA
CO
KY
VA
MD
AZ
NC
DC
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

96%of every dollar goes to organizations it has funded before.
$9.0M · 24 repeat orgs$332k to everyone else

24 repeat relationships: 16 still active in FY2025, 8 since wound down; 3 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

24
15

Total granted

$9.0M
$282k

Median revenue growth · since first grant

+26%
+56%

Still filing today

67%
27%

New vs renewed · share of each year

In FY2025, 97% of grant dollars renewed an existing relationship; $50k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24’25
Human ServicesEnvironmentArts & CultureEducationCivil RightsFood & NutritionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • UNIVERSITY OF PITTSBURGH
    6× · 2020–2025 · $2.0M · revenue +26%
  • CM
    Carnegie Mellon University
    6× · 2020–2025 · $1.3M · revenue +35%
  • IF
    INSTITUTE FOR JUSTICE
    6× · 2020–2025 · $830k · revenue +57%

Funded once

  • BH
    BAPTIST HOMES FOUNDATION
    one grant, 2022 · $100k · revenue -28%
  • B
    BCLA
    one grant, 2024 · $50k
  • CO
    CONVENTION OF P E CHURCH OF THE DIOCESE
    one grant, 2023 · $50k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Point Park University

Provides innovative education in a dynamic urban setting. dedicated to academic excellence and community engagement,we prepare students of diverse backgrounds with the knowledge, skill,and experience to lead meaningful lives as informed…

—
2
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
3
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
4
University of Maryland Physicians Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

—
5
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
6
University of Maryland Oncology Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Health
7
La Roche University

La roche university advances learning informed by ethical and service-oriented values, reflecting its catholic heritage and the charism of the sisters of divine providence.

Education
8
University of Maryland Dermatologists Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Health
9
University of Maryland Surgical Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Health
10
Pennsylvania Academic Library Consortium Inc

To support education and research at college, university, and research libraries.

Education
11
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
12
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
How this is measured
The grantee most central to the portfolio’s shape is The Heritage Foundation; the most unlike its peers is Surfing for Hope Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

24 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 24 of the 44 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
23/24
Grantees still filing
15/24
Grew since first funded

Where the money sits, by cause and then by grantee

Carnegie Mellon University: $1,280,000 · OtherCarnegie Mellon UniversityROBERT MORRIS UNIVERSITY: $1,022,000 · OtherROBERT MORRIS UNIVERSITYDormont Public Library: $490,000 · OtherDormont Public LibraryCATHOLIC CHARITIES OF THE DIOCESE: $440,000 · OtherCATHOLIC CHARITIES OF THE DIOCESEBRADDOCK PUBLIC LIBRARY: $290,000 · OtherBRADDOCK PUBLIC LIBRARYTHE HERITAGE FOUNDATION: $240,000 · OtherLeadership Institute: $286,000 · OtherLeadership Institute+25 more: $1,220,000 · Other+25 moreUNIVERSITY OF PITTSBURGH: $1,990,000 · EducationUNIVERSITY OF PITTSBUR…WESTERN PENNSYLVANIA CONSERVANCY: $775,137 · EnvironmentWESTERN P…THE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY: $60,000 · EnvironmentTHE LAND …INSTITUTE FOR JUSTICE: $830,000 · Civil RightsINSTITUTE…BNY MELLON CHARITABLE GIFT FUND: $400,000 · PhilanthropyMEDIA RESEARCH CENTER: $224,000 · Arts & CultureBraddock Carnegie Library Assoc: $150,000 · Arts & CultureCATHOLIC CHARITIES OF THE DIOCESE OF PGH: $220,000 · Human ServicesBAPTIST HOMES FOUNDATION: $100,000 · Human ServicesROBS BARBERSHOP COMMUNITY FOUNDATION: $30,000 · Human Services+2 more: $15,000 · Human Services
Other$5,268,000Education$1,990,000Environment$835,137Civil Rights$830,000Philanthropy$400,000Arts & Culture$374,000Human Services$365,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUNIVERSITY OF PITTSBURGH: $1,990,000 over 6y, 0.0% of budgetCarnegie Mellon University: $1,280,000 over 6y, 0.0% of budgetROBERT MORRIS UNIVERSITY: $1,022,000 over 6y, 0.1% of budgetINSTITUTE FOR JUSTICE: $830,000 over 6y, 0.4% of budgetWESTERN PENNSYLVANIA CONSERVANCY: $775,137 over 3y, 1.4% of budgetDormont Public Library: $490,000 over 6y, 43% of budgetBNY MELLON CHARITABLE GIFT FUND: $400,000 over 1y, 0.1% of budgetLeadership Institute: $286,000 over 6y, 0.3% of budgetMEDIA RESEARCH CENTER: $224,000 over 6y, 0.3% of budgetCATHOLIC CHARITIES OF THE DIOCESE OF PGH: $220,000 over 2y, 1.1% of budgetFRENCH HOSPITAL MEDICAL CENTER FOUNDATION: $150,000 over 3y, 1.1% of budgetBraddock Carnegie Library Assoc: $150,000 over 2y, 1.9% of budgetTHE CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP & POLITICAL PHILOSOPHY: $104,000 over 4y, 0.3% of budgetBAPTIST HOMES FOUNDATION: $100,000 over 1y, 7.1% of budgetTURNING POINT USA INC: $75,000 over 6y, 0.0% of budgetFOOD BANK COALITION OF SAN LUIS OBISPO COUNTY: $70,000 over 5y, 0.2% of budgetTHE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY: $60,000 over 3y, 0.3% of budgetROBS BARBERSHOP COMMUNITY FOUNDATION: $30,000 over 6y, 4.6% of budgetTOLOSA CHILDREN'S DENTAL CENTER OF SAN LUIS OBISPO COUNTY: $30,000 over 2y, 1.1% of budgetSURFING FOR HOPE FOUNDATION: $10,000 over 1y, 3.0% of budgetAngels Place Inc: $5,000 over 1y, 0.4% of budgetTHE MARAYAH CARES FOUNDATION: $5,000 over 1y, 7.3% of budgetTHE HERITAGE FOUNDATION: $1,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds UNIVERSITY OF PITTSBURGH ↗
  • Who funds Carnegie Mellon University ↗
  • Who funds ROBERT MORRIS UNIVERSITY ↗
  • Who funds INSTITUTE FOR JUSTICE ↗
  • Who funds WESTERN PENNSYLVANIA CONSERVANCY ↗
  • Who funds Dormont Public Library ↗
  • Who funds BNY MELLON CHARITABLE GIFT FUND ↗
  • Who funds Leadership Institute ↗
  • Who funds MEDIA RESEARCH CENTER ↗
  • Who funds CATHOLIC CHARITIES OF THE DIOCESE OF PGH ↗
  • Who funds FRENCH HOSPITAL MEDICAL CENTER FOUNDATION ↗
  • Who funds Braddock Carnegie Library Assoc ↗
  • Who funds THE CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP & POLITICAL PHILOSOPHY ↗
  • Who funds BAPTIST HOMES FOUNDATION ↗
  • Who funds TURNING POINT USA INC ↗
  • Who funds FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY ↗
  • Who funds THE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY ↗
  • Who funds ROBS BARBERSHOP COMMUNITY FOUNDATION ↗
  • Who funds TOLOSA CHILDREN'S DENTAL CENTER OF SAN LUIS OBISPO COUNTY ↗
  • Who funds UNIVERSITY FOUNDATION ↗
  • Who funds SURFING FOR HOPE FOUNDATION ↗
  • Who funds Angels Place Inc ↗
  • Who funds THE MARAYAH CARES FOUNDATION ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Pittsburgh Founda…The Community Foundat…Morgan Stanley Global…The Bank of America C…Vanguard Charitable E…National Philanthropi…Donor Advised Charita…American Online Givin…Fidelity Investments …Amazonsmile Foundation
The Pittsburgh FoundationPA14.6× affinity5 shared granteesties to 8 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Pittsburgh Foundation · The Community Foundation San Luis Obispo · Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · National Philanthropic Trust · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization B K Simon Family Charitable Fdn-Tr funds: left to right is the share of its income from government, bottom to top the share from B K Simon Family Charitable Fdn-Tr. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%3%13%28%50%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    2get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 44 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on B K Simon Family Charitable Fdn-Tr’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home