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Indiana · Private foundation

Herbert Simon Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$14M
Granted FY2024(still arriving)
4
Grants FY2024
3
Organizations funded FY2023
100%
First-time grantees FY2023
Read the full brief

Read this first · the figures below need context

99% of Herbert Simon Family Foundation’s FY2024 grant dollars went to Central Indiana Community Foundation Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 0 organizations directly, so a portfolio cannot be read from it.

Organizations named directly on the return

19
’20
0
’21
0
’22
0
’23
0
’24

Amber years are those where most dollars went to a sponsor.

Median grant, FY2024
$50,000
Largest grant, FY2024
$13,548,764
Organizations funded a year
3 to 27
FY2020 to FY2023
States reached, FY2024
2
Total assets, FY2024
$31M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 100% of the organizations Herbert Simon Family Foundation funded were first-time grantees, receiving 100% of its grant dollars.

New vs renewed · share of each year

In FY2023, 0% of grant dollars renewed an existing relationship; $150k went to new ones.

50%100%’21’22’23
RenewedFirst-time
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving3$150k100%
FY20233$150k100%
FY20223$150k100%
FY20214$250k100%
FY202027$2.5Mn/a
98% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Philanthropy$54MArts & Culture$1.5MEducation$958kHealth$300kFood & Nutrition$135kHuman Services$100kHousing & Shelter$30kYouth Development$26kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 19 grantees

Plus 21 recipients with no EIN on record ($940k), not named here.

Where it is load-bearing

Herbert Simon Family Foundation supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 19 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetIndiana University Foundation: $755,000 over 1y, 0.3% of budgetThe Children's Museum of Indianapolis Inc: $650,000 over 1y, 2.6% of budgetEskenazi Health Foundation Inc: $300,000 over 1y, 2.3% of budgetCommunity Kitchen Inc: $125,000 over 1y, 96% of budgetBrentwood School: $100,000 over 1y, 0.2% of budgetAmerican Friends of Hebrew University Inc: $100,000 over 1y, 0.1% of budgetKurt Vonnegut Memorial Library Inc: $100,000 over 1y, 13% of budgetWFYI Foundation Inc: $20,000 over 1y, 6.0% of budgetRightfit Inc: $15,000 over 1y, 11% of budgetUnited States Fund for Unicef: $12,500 over 1y, 0.0% of budgetNewfields Inc: $10,000 over 1y, 0.0% of budgetBig Green: $10,000 over 1y, 0.2% of budgetSimon Youth Foundation Inc: $5,000 over 1y, 0.3% of budgetBig Car Media Inc: $5,000 over 1y, 0.4% of budgetGirls on the Run - Sierras: $5,000 over 1y, 2.4% of budgetUnited Way Inc: $4,000 over 1y, 0.0% of budgetWilkes University: $2,500 over 1y, 0.0% of budget100 Black Men of Indianapolis Inc: $1,000 over 1y, 0.0% of budgetHumane Society of Indianapolis: $500 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 19.

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.

Lilly Endowment IncIN20.7× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Lilly Endowment Inc · Dorsey Foundation Inc · Lumina Foundation for Education Inc · Nicholas H Noyes Jr Memorial Foundation · Strada Education Foundation Inc · The Indianapolis Foundation Inc · Central Indiana Community Foundation Inc · Madeira Fund Inc · Maurer Family Foundation Inc · Eugene & Marilyn Glick Foundation · Griffith Family Foundation Inc · Hubbard Family Foundation Inc

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.

Compare Herbert Simon Family Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Herbert Simon Family Foundation?

Find your warmest path to Herbert Simon Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Herbert Simon Family Foundation

How much does Herbert Simon Family Foundation give?
Herbert Simon Family Foundation reported 4 grants totaling $13,698,764 in its FY2024 IRS filing. It funded between 3 and 27 organizations a year over FY2020 to FY2023.
What does Herbert Simon Family Foundation fund?
By grant dollars over FY2020 to FY2024, its largest causes are Philanthropy (94%), Arts & Culture (3%), Education (2%).
Who are Herbert Simon Family Foundation's largest grantees?
By total granted over FY2020 to FY2024: Indiana University Foundation ($755k), The Children's Museum of Indianapolis Inc ($650k), Eskenazi Health Foundation Inc ($300k).
Does Herbert Simon Family Foundation fund new organizations?
In FY2023, 100% of the organizations it funded were first-time grantees.
Does Herbert Simon Family Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Herbert Simon Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Lilly Endowment Inc, Dorsey Foundation Inc, Lumina Foundation for Education Inc.
Where is Herbert Simon Family Foundation based?
Herbert Simon Family Foundation is based in IN.

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 43 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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