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· Private foundation

Ronald M Simon Family Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$3.3M
Granted FY2025still arriving
27
Grants FY2025still arriving
2
States reached
$1.7M
Largest
01What it funds
0183% 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
02FY2025 · 27 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k10 grants · $25k
  • $10k–50k9 grants · $171k
  • $50k–250k6 grants · $413k
  • $250k+2 grants · $2.7M
$10,000
Median grant
2
States reached
$15M
Total assets
Largest grants
RecipientAmount
Individual grant recipient$1,737,251
ORANGE COUNTY MUSIC AND DANCE INC$1,000,000
CHAPMAN UNIVERSITY$110,000
YOUNG LIVES REDEEMED$75,000
COMMUNITY SERVICE PROJECT HOPE ALLIANCE$75,000
TEEN PROJECT$53,000
Individual grant recipient$50,368
VETERAN'S RELIEF FOUNDATION$50,000
CHOC CHILDREN'S FOUNDATION$34,171
PRETEND CITY THE CHILDREN'S MUSEUM OF ORANGE COUNTY$27,700
UC IRVINE FOUNDATION$25,000
IMPACTGIVING$23,805
THE LITERACY PROJECT$20,000
CALIFORNIA HISPANIC CHAMBER OF COMMERCE$10,000
HOPE BUILDERS$10,000
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 (FY18–25, $196k) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 27% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%SOUTHERN CALIFORNIA HOSPICE FOUNDATION: $10k → 10%TEEN PROJECT: $53k → 14%HISPANIC 100 FOUNDATION: $10k → 10%HISPANIC 100 FOUNDATION: $9k → 10%ILLUMINATION FOUNDATION: $13k → 10%ILLUMINATION FOUNDATION: $1k → 10%KHERUT: $100k → 10%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.
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.

86%of every dollar goes to organizations it has funded before.
$13M · 19 repeat orgs$2.1M to everyone else

Grantees it renews have grown median revenue +33% since the first grant, against +10% for those funded once.

19 repeat relationships: 14 still active in FY2025, 5 since wound down; 12 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

19
10

Total granted

$13M
$834k

Median revenue growth · since first grant

+33%
+10%

Still filing today

68%
70%

New vs renewed · share of each year

In FY2025, 63% of grant dollars renewed an existing relationship; $1.2M went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
EducationHuman ServicesArts & CultureHealthCommunity ImprovementCrime & LegalOther
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

  • PS
    Pacific Symphony
    2× · 2023–2024 · $325k · revenue +51%
  • YL
    YOUNG LIVES REDEEMED
    2× · 2024–2025 · $125k · revenue +56%
  • PH
    Project Hope Alliance
    3× · 2023–2025 · $83k · revenue +33%

Funded once

  • HA
    HORATIO ALGER ASSN OF DISTINGUISHED AMERICANS INC
    one grant, 2017 · $702k · revenue -9%
  • K
    KHERUT
    one grant, 2024 · $100k · revenue 0%
  • SB
    SIMON BUILDERS PROGRAM
    one grant, 2023 · $10k
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
The California Channel

To distribute public affairs and other educational information in order to create an electronic bridge between californians and their public officials, and, in the process educate a new generation of voting citizens and civic leaders who…

—
2
Habitat for Humanity of Orange County Inc

Habitat for humanity's mission is to give witness to the christian gospel by working with god's people to build decent habitats for those who are inadequately sheltered in orange county.

—
3
Altamed Health Services Corporation

To eliminate disparities in health care access and outcomes by providing superior quality health and human services through an integrated world-class delivery system for latino, multi-ethnic underserved communities in southern california.

Health
4
California Healthcare Foundation

Chcf is dedicated to advancing meaningful, measurable improvements in the way the health care delivery system provides care to the people of california, particularly those with low incomes and those whose needs are not well served by the…

—
5
Orange County Technology Action Network

Octane connects people and ideas with capital and resources to fuel technology growth in orange county. our members represent orange county technology executive leaders, entrepreneurs, investors, venture capitalists, academicians, and…

Community Improvement
6
Children's Healthcare of California

The primary exempt purpose of children's healthcare of california includes without limitation the receipt of distributions and grants for the making of distributions and grants to children's hospital of orange county (choc) and to…

Health
7
California Humanities

California humanities was founded in 1975 with a defined mission to connect californians to ideas and one another in order to understand our shared heritage and diverse cultures, inspire civic participation, and shape our future.

Arts & Culture
8
California Forward

Ca fwd drives action to identify solutions that can be taken to scale to meet the challenges the state is facing. the organization is driven by the belief that regional solutions across the state will help ensure economic, environmental,…

Public Benefit
9
Children's Hospital Los Angeles

Promotion and advancement of children's health through patient care, research, and education.

Health
10
Children's Hospital of Orange County

To nurture, advance and protect the health and well-being of children.

Health
11
Orange County School of the Arts

We provide an unparalleled arts and acdademic education in a creative, challenging and nurturing environment to a diverse student body passionate about the arts, preparing them to reach their highest potential.

Education
12
The San Diego Foundation

The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.

Philanthropy
How this is measured
The grantee most central to the portfolio’s shape is Orange County Community Foundation; the most unlike its peers is Veterans Relief 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

29 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. 29 of the 42 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)
6
Early backer (in before they grew)
29/29
Grantees still filing
16/29
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $11,636,191 · OtherIndividual grant recipientSCHOLARSHIPS TO HIGH SCHOOL STUDENT: $440,693 · Other+16 more: $203,296 · OtherORANGE COUNTY MUSIC AND DANCE INC: $1,000,000 · Arts & CultureORANGE COU…Pacific Symphony: $325,000 · Arts & CulturePacific Sy…+3 more: $37,290 · Arts & CultureHORATIO ALGER ASSN OF DISTINGUISHED AMERICANS INC: $701,718 · EducationCHAPMAN UNIVERSITY: $120,000 · EducationProject Hope Alliance: $82,887 · EducationUNIVERSITY OF CALIFORNIA IRVINE FOUNDATION: $50,000 · Education+2 more: $32,557 · EducationKHERUT: $100,000 · Human ServicesCASA TERESA INC: $65,005 · Human ServicesThe Teen Project Inc: $53,000 · Human ServicesHISPANIC 100 FOUNDATION: $18,970 · Human ServicesIllumination Health Home formerly The Illumination Foundation: $14,143 · Human ServicesSOUTHERN CALIFORNIA HOSPICE FOUNDAT ATTN MICHELLE WULFESTIEG: $10,000 · Human ServicesYOUNG LIVES REDEEMED: $125,000 · HealthCHOC FOUNDATION: $65,715 · Health+1 more: $5,015 · HealthCHARITABLE VENTURES OF ORANGE COUNTY: $25,000 · Community ImprovementTHE LITERACY PROJECT: $20,000 · Community ImprovementCEO LEADERSHIP ALLIANCE ORANGE COUNTY: $2,500 · Community ImprovementMIRACLES FOR KIDS INC: $2,500 · Recreation & Sports
Other$12,280,180Arts & Culture$1,362,290Education$987,162Human Services$261,118Health$195,730Community Improvement$47,500Recreation & Sports$2,500

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

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 budgetORANGE COUNTY COMMUNITY FOUNDATION: $535 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.

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.

How much its grantees rely on government

Each dot is one organization Ronald M Simon Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Ronald M Simon Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%5%19%42%75%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    9report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–20%
    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.
    05Through Plinth

    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.

    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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