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California · Private foundation

Ronald M Simon Family Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$3.3M
Granted FY2025(still arriving)
27
Grants FY2025
16
Organizations funded FY2024
69%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$10,000
Largest grant, FY2025
$1,737,251
Organizations funded a year
3 to 16
FY2018 to FY2024
States reached, FY2025
2
Total assets, FY2025
$15M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 69% of the organizations Ronald M Simon Family Foundation funded were first-time grantees, receiving 14% of its grant dollars.

New vs renewed · share of each year

In FY2024, 86% of grant dollars renewed an existing relationship; $279k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

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

’18’19’20’21’22’23’24
EducationHuman ServicesArts & CultureHealthCommunity ImprovementRecreation & SportsOther
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
FY2025still arriving26$3.3M46%
FY202416$2.0M69%
FY20239$1.8M67%
FY20223$1.5M0%
FY20214$1.5M50%
FY20204$1.4M25%
FY20195$1.2M20%
FY20186$1.1M67%
83% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$1.4MArts & Culture$1.4MHousing & Shelter$702kHuman Services$297kHealth$206kCommunity Improvement$46kYouth Development$19kPhilanthropy$16kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Orange County Music and Dance Inc$1,000,000110%
Horatio Alger Assn of Distinguished Americans Inc$701,71812%
Pacific Symphony$325,00021%
Young Lives Redeemed$125,000211%
Chapman University$120,00020%
Kherut$100,000114%
Project Hope Alliance$82,88732%
Choc Foundation$65,71530%
Casa Teresa Inc$65,00521%
The Teen Project Inc$53,00010%
Show all 28 grantees

What it could do for these grantees

Plus 13 recipients with no EIN on record ($12M), not named here.

Where it is load-bearing

Ronald M Simon Family Foundation supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 23 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetOrange County Music and Dance Inc: $1,000,000 over 1y, 10% of budgetHoratio Alger Assn of Distinguished Americans Inc: $701,718 over 1y, 2.1% of budgetPacific Symphony: $325,000 over 2y, 0.8% of budgetYoung Lives Redeemed: $125,000 over 2y, 11% of budgetChapman University: $120,000 over 2y, 0.0% of budgetKherut: $100,000 over 1y, 14% of budgetProject Hope Alliance: $82,887 over 3y, 2.0% of budgetChoc Foundation: $65,715 over 3y, 0.1% of budgetCasa Teresa Inc: $65,005 over 2y, 1.5% of budgetThe Teen Project Inc: $53,000 over 1y, 0.4% of budgetUniversity of California Irvine Foundation: $50,000 over 2y, 0.0% of budgetVeterans Relief Foundation: $50,000 over 1y, 72% of budgetImpact Giving: $31,557 over 2y, 6.8% of budgetCharitable Ventures of Orange County: $25,000 over 4y, 0.1% of budgetHispanic 100 Foundation: $18,970 over 2y, 3.9% of budgetBig Brothers Big Sisters of Orange County and the Inland Empire Inc: $16,061 over 2y, 0.3% of budgetIllumination Health Home formerly The Illumination Foundation: $14,143 over 2y, 0.1% of budgetThe Wooden Floor for Youth Movement: $7,080 over 2y, 0.1% of budgetSurvivors of Suicide-San Diego: $5,015 over 1y, 5.1% of budgetArts & Learning Corporation: $2,510 over 1y, 0.1% of budgetMiracles for Kids Inc: $2,500 over 1y, 0.0% of budgetOrangewood Foundation: $1,780 over 1y, 0.0% of budgetNational Hispanic Business Women Ass: $1,000 over 1y, 2.4% 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 23.

Nonprofits that may fit its grantmaking

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.

Orange County Community FoundationCA30.8× affinity13 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Orange County Community Foundation · The Devto Support Foundation · O L Halsell Foundation · Samueli Foundation · Farmers & Merchants Bank Foundation · Edwards Lifesciences Foundation · Argyros Family Foundation · Natl Christian Charitable Fdn Inc · The Blackbaud Giving Fund · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Donor Advised Charitable Giving 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 Ronald M Simon Family Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Ronald M Simon Family Foundation?

Find your warmest path to Ronald M 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 Ronald M Simon Family Foundation

How much does Ronald M Simon Family Foundation give?
Ronald M Simon Family Foundation reported 27 grants totaling $3,346,864 in its FY2025 IRS filing. It funded between 3 and 16 organizations a year over FY2018 to FY2024.
What does Ronald M Simon Family Foundation fund?
By grant dollars over FY2017 to FY2025, its largest causes are Education (9%), Arts & Culture (9%), Housing & Shelter (4%).
Who are Ronald M Simon Family Foundation's largest grantees?
By total granted over FY2017 to FY2025: Orange County Music and Dance Inc ($1.0M), Horatio Alger Assn of Distinguished Americans Inc ($702k), Pacific Symphony ($325k).
Does Ronald M Simon Family Foundation fund new organizations?
In FY2024, 69% of the organizations it funded were first-time grantees.
Does Ronald M Simon Family Foundation accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Ronald M Simon Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Orange County Community Foundation, The Devto Support Foundation, O L Halsell Foundation.
Where is Ronald M Simon Family Foundation based?
Ronald M Simon Family Foundation is based in CA.

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 42 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

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