· Private foundation
Margo Simons Family Foundation
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.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2018–2025.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- $10k–50k8 grants · $160k
- $50k–250k1 grant · $50k
| Recipient | Amount |
|---|---|
| St Helena Community Church | $50,000 |
| St Helena Beautification Foundation | $25,000 |
| St Helena Hospital Foundation | $25,000 |
| Mayo Clinic | $25,000 |
| The York Land Trust | $25,000 |
| Goodwin Living Foundation | $20,000 |
| Insight on the Inside | $15,000 |
| Sustainable St Helena Enviiron Alli | $15,000 |
| Xerces Society | $10,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY19–25, $35k) land where the poverty rate runs at 7%, against an area that typically sits at 8%. 57% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
9 repeat relationships — 5 still active in FY2025, 4 since wound down; 3 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 73% of grant dollars renewed an existing relationship; $50k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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
- YLYORK LAND TRUST5× · 2018–2025 · $100k · revenue +22%
- THTHE HEARD MUSEUM3× · 2018–2020 · $80k · revenue +191%
- HIHOFFMAN INSTITUTE FOUNDATION2× · 2019–2020 · $30k · revenue +291%
Funded once
- HIHope Ignites Phoenixone grant, 2019 · $35k · revenue -61%
- AIAMISTAD INTERNATIONALone grant, 2019 · $25k · revenue -4%
- MOMONTESSORI ORIGINS FOUNDATIONgraduatedone grant, 2023 · $25k · revenue +248%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.
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.
Versiti, inc. (versiti) supports charitable, scientific and educational purposes of its affiliates and other similar entities engaged in blood transfusion, services and research.
Inova health system foundation is the parent of inova health system (ihs). ihs provides healthcare and related services throughout northern virginia and the greater metropolitan washington, d.c. area, including certain contiguous counties…
The mission of the silicon schools fund is to improve education through supporting the launch of excellent new schools, improving academic instruction in existing schools, and by funding some of the boldest innovations in education…
Watsi, inc. is a san francisco-based non-profit organization that directly connects people through technology to fund life-changing healthcare for patients around the world. since launching in 2012, the organization has helped more than…
The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.
The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.
The npr foundation ("foundation") is organized and operated exclusively for the benefit of its sole supported organization, national public radio, inc. ("npr inc."). the foundation supports npr inc. through various activities such as…
Virginia tech foundation, inc. (vtf) is a virginia nonstock corporation established in 1948 for the sole purpose of managing virginia tech's endowment to advance virginia tech's mission and its strategic priorities.
To establish and promote programs to protect the global climate, forests, wildlife and the natural environment, through research, advocacy, and investigation.
Our mission is to shape the future of finance by developing leaders whose innovation, investment excellence, and human-centered leadership advance the industry and its adjacent sectors.
For reference, the grantee most central to the portfolio’s shape is Goodwin House Foundation and the most unlike its peers is Neptune Swimming Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 31 years old; the field is 14. You back the established end — and your money leans older still.
The field is 24% startups (under 5 years old) — 4% of your grantees by number, and just 1% of your money.
The orgs you fund almost never close — 4% lost their exemption, against 14% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
24 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 24 of the 35 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds DONOR ADVISED CHARITABLE GIVING INC ↗
- Who funds MAYO CLINIC ↗
- Who funds St Helena Hospital Foundation ↗
- Who funds YORK LAND TRUST ↗
- Who funds THE HEARD MUSEUM ↗
- Who funds Hope Ignites Phoenix ↗
- Who funds HOFFMAN INSTITUTE FOUNDATION ↗
- Who funds FRENCH-AMERICAN CULTURAL FOUNDATION ↗
- Who funds AMISTAD INTERNATIONAL ↗
- Who funds MONTESSORI ORIGINS FOUNDATION ↗
- Who funds THE INVICTUS FUND NV ↗
- Who funds FRACTURED ATLAS INC ↗
- Who funds GOODWIN HOUSE FOUNDATION ↗
- Who funds XERCES SOCIETY INC ↗
- Who funds George Mark Childrens Fund ↗
- Who funds Cincinnati Parks Foundation ↗
- Who funds MINNESOTANS' MILITARY APPRECIATION FUND ↗
- Who funds Homestretch Inc ↗
- Who funds PROJECT VERITAS ↗
- Who funds MUTTVILLE ↗
- Who funds NEPTUNE SWIMMING FOUNDATION ↗
- Who funds CLARE BOOTHE LUCE CENTER FOR CONSERVATIVE WOMEN ↗
- Who funds THE V FOUNDATION ↗
- Who funds STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: National Philanthropic Trust · American Endowment Foundation · The Blackbaud Giving Fund · Vanguard Charitable Endowment Program · Natl Christian Charitable Fdn Inc · Morgan Stanley Global Impact Funding Trust Inc · Donor Advised Charitable Giving Inc · Network for Good · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Margo Simons Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- Xerces Society Inc — 22% of income from government
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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.
Warm introductions · Powered by PlinthPlus
How do I get to Margo Simons Family Foundation?
Find your warmest path to Margo Simons 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.