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· Private foundation

Sandra and Lawrence Simon Family Foundation Inc

Its FY2021 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$120k
Granted FY2018
7
Grants FY2018
3
States reached
$30k
Largest

Read this first · the figures below need context

100% of Sandra and Lawrence Simon Family Foundation Inc’s FY2020 grant dollars went to Schwab Charitable Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2020 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2018, the last year Sandra and Lawrence Simon Family Foundation Inc named its own grantees at scale: 6 organizations, $120k. It is dated, not current.

Organizations named directly on the return

5
17
6
18
0
19
0
20

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

01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172020.

Philanthropy$2.0MHealth$100kArts & Culture$40kInternational$40kEducation$30kHuman Services$20k
02FY2018 · 7 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2018

  • Under $10k1 grant · $5k
  • $10k–50k6 grants · $115k
$20,000
Median grant
3
States reached
$0
Total assets
Largest grants
RecipientAmount
CELIAC DISEASE FOUNDATION$30,000
WESTCHESTER CHILDREN'S MUSEUM$25,000
FIRST BOOK$20,000
RAINN$20,000
SUNRISE ASSOCIATION$10,000
CYCLE FOR SURVIVAL MEMORIAL SLOAN KETTERING CANCER CENTER$10,000
GUIDING EYES FOR THE BLIND$5,000
02The need
03

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.

show:

Your human-services grants (FY17–18, $25k) land where the poverty rate runs at 6%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 11%SUNRISE ASSOCIATION: $10k → 6%SUNRISE DAY CAMP: $10k → 6%GUIDING EYES FOR THE BLIND: $5k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

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

NY
MA
OH
CT
RI
CA
DC
FL

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.

03Your edge
repeat funding

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.

33%of every dollar goes to organizations you’ve funded before.
$125k · 3 repeat orgs$255k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +131% since the first grant, against +45% for the ones you funded once.

3 repeat relationships — 3 still active in FY2018, 0 since wound down; 5 grantees were first funded in FY2018 (too recent to call). Read against FY2018, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

3
2

Total granted

$125k
$50k

Median revenue growth · since first grant

+131%
+45%

Still filing today

100%
100%

New vs renewed · share of each year

In FY2019, 0% of grant dollars renewed an existing relationship; $150k went to new ones.

50%100%’17’18’19
RenewedFirst-time

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

’17’18’19
HealthHuman ServicesArts & CultureInternationalEducationOther

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

  • CD
    CELIAC DISEASE FOUNDATION
    2× · 2017–2018 · $65k · revenue +295%
  • WC
    WESTCHESTER CHILDRENS MUSEUM
    2× · 2017–2018 · $40k · revenue +131%
  • SD
    SUNRISE DAY CAMPS ASSOCIATION INC
    2× · 2017–2018 · $20k · revenue +38%

Funded once

  • AMERICARES FOUNDATION INC
    one grant, 2017 · $40k · revenue -22%
  • TRUSTEES OF BOSTON UNIVERSITYgraduated
    one grant, 2017 · $10k · revenue +45%

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

04Your field

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.

1
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
2
The Rand Corporation

Help improve policy and decision making through research and analysis.

Public Benefit
3
American Association for the Advancement of Science

Advance science, engineering, and innovation throughout the world for the benefit of all. the world's largest multidisciplinary scientific society and a leading publisher of cutting-edge research through its science family of journals,…

Science & Tech
4
Gavi Alliance

To save lives and protect people's health by increasing equitable and sustainable use of vaccines.

International
5
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

6
Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health
7
Fajr Scientific

To provide multi-specialty surgical care, humanitarian aid and educational support to people in low- and middle-income countries.

Science & Tech
8
Banner -University Medical Group

Assist banner health complete its mission to make health care easier so life can be better by providing integrated & coordinated care & population health management.

Health
9
Global Impact Investing Network Inc

The global impact investing network, inc. is dedicated to increasing the scale and effectiveness of impact investing to solve systemic problems facing people and the planet. impact investments are investments made into companies,…

Philanthropy
10
International Aids Vaccine Initiative Inc

A nonprofit scientific research organization that develops vaccines and antibodies for hiv, tuberculosis, and emerging infectious diseases.

International
11
Banner Alzheimer's Foundation

Established in 2006, the banner alzheimer's foundation (baf) secures and stewards charitable gifts to advance the mission of banner alzheimer's institute (bai), including groundbreaking research initiatives and pioneering prevention…

Health
12
Activate Global Inc

Activate empowers scientists to reinvent the world by bringing their research to market. activate partners with u.s. based funders, research institutions, and other pillars of the hard technology community to help entrepreneurial…

Environment

For reference, the grantee most central to the portfolio’s shape is Donor Advised Charitable Giving Inc and the most unlike its peers is Rape Abuse & Incest National Network (Rainn). 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

11 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 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 11 of the 13 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.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
11/11
Grantees still filing
9/11
Grew since you first funded

Where your money sits — by cause, then by grantee

DONOR ADVISED CHARITABLE GIVING INC — $1,017,016 · PhilanthropyDONOR ADVISED CHARITABLE GIVING INCVANGUARD CHARITABLE ENDOWMENT PROGRAM — $350,000 · PhilanthropyVANGUARD CHARITABLE ENDOWMENT PROGRAMFIDELITY INVESTMENTS CHARITABLE GIFT FUND — $500,000 · Community ImprovementFIDELITY INVESTMENTS CHAR…DAVID AND STEPHANIE SIMON DONOR ADVISED FUND — $150,000 · OtherCYCLE FOR SURVIVAL MEMORIAL SLOAN KETTERING CANCER CENTER — $10,000 · OtherTRUSTEES OF BOSTON UNIVERSITY — $10,000 · OtherCELIAC DISEASE FOUNDATION — $65,000 · HealthRape Abuse & Incest National Network (RAINN) — $20,000 · HealthWESTCHESTER CHILDRENS MUSEUM — $40,000 · Arts & CultureAMERICARES FOUNDATION INC — $40,000 · InternationalSUNRISE DAY CAMPS ASSOCIATION INC — $20,000 · Human ServicesGUIDING EYES FOR THE BLIND INC — $5,000 · Human ServicesFIRST BOOK — $20,000 · Education
Philanthropy$1,367,016Community Improvement$500,000Other$170,000Health$85,000Arts & Culture$40,000International$40,000Human Services$25,000Education$20,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ your share of their budgetDONOR ADVISED CHARITABLE GIVING INC — $1,017,016 over 1y, 0.0% of budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND — $500,000 over 1y, 0.0% of budgetCELIAC DISEASE FOUNDATION — $65,000 over 2y, 2.6% of budgetWESTCHESTER CHILDRENS MUSEUM — $40,000 over 2y, 2.3% of budgetAMERICARES FOUNDATION INC — $40,000 over 1y, 0.0% of budgetFIRST BOOK — $20,000 over 1y, 0.0% of budgetSUNRISE DAY CAMPS ASSOCIATION INC — $20,000 over 2y, 0.1% of budgetRape Abuse & Incest National Network (RAINN) — $20,000 over 1y, 0.2% of budgetTRUSTEES OF BOSTON UNIVERSITY — $10,000 over 1y, 0.0% of budgetGUIDING EYES FOR THE BLIND INC — $5,000 over 1y, 0.0% of budget
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.

Government reliance of your grantees

Every dot is one organization Sandra and Lawrence Simon Family Foundation Inc 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, a single department, or state — and drag the year to watch it move.

2025
202122232425
no gov · 10%0%1%3%5%your share of their income ↑0%19%38%56%75%share of the org’s income from governmentmedian 12%
  • Trustees of Boston University12% of income from government
no gov moneyreceives it· size = income
1get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–75%
typical government reliance, FY2025

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.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Sandra and Lawrence Simon Family Foundation Inc?

Find your warmest path to Sandra and Lawrence Simon Family Foundation Inc 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 directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 13 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2018, released 2018. Filings run roughly 12–24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2021) is on record and reports no grant expense, so the figures above are from FY2018, the most recent year this funder made grants.

Source object · view filing

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