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The Simon Bros Family Fdtn Xxxxx3003 at a glance

· Private foundation

The Simon Bros Family Fdtn Xxxxx3003

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.

$326k
Granted FY2025still arriving
8
Grants FY2025still arriving
3
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Education$1.5MPublic Benefit$100kPhilanthropy$39kFood & Nutrition$12kOther$0
02FY2025 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k2 grants · $6k
  • $10k–50k3 grants · $60k
  • $50k–250k3 grants · $260k
$30,000
Median grant
3
States reached
$3.4M
Total assets
Largest grants
RecipientAmount
PROTECT DEMOCRACY PROJECT$100,000
EDVESTORS$80,000
NEW VISIONS FOR PUBLIC SCHOOLS$80,000
MARGARITA MUNIZ ACADEMY FOUNDATION$30,000
FUND FOR PUBLIC SCHOOLS INC$20,000
THE BOSTON EDUCATIONAL DEVELOPMENT$10,000
STEPS TO SUCCESS INC$5,000
PHILANTHROPY MASSACHUSETTS$1,000
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:

Dollar for dollar, its grants (FY18–25) land where the poverty rate runs at 16%, against an area that typically sits at 9%. 98% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%BOSTON COLLEGIATE CHARTER SCHOOL: $30k → 16%NATIONAL PHILANTHROPIC TRUST: $31k → 7%NEW VISIONS FOR PUBLIC SCHOOLS: $80k → 17%PROTECT DEMOCRACY PROJECT: $100k → 14%SUCCESS FOR ALL FOUNDATION: $37k → 11%GREATER BOSTON FOOD BANK: $5k → 16%NEW VISIONS FOR PUBLIC SCHOOLS: $80k → 17%FEEDING AMERICA DC: $10k → 14%EDVESTORS: $90k → 16%NEW VISIONS FOR PUBLIC SCHOOLS: $80k → 17%EDVESTORS: $80k → 16%NEW VISIONS FOR PUBLIC SCHOOLS: $80k → 17%EDVESTORS: $80k → 16%NEW VISIONS FOR PUBLIC SCHOOLS: $67k → 17%EDVESTORS: $80k → 16%NEW VISIONS FOR PUBLIC SCHOOLS: $60k → 17%EDVESTORS: $75k → 16%NEW VISIONS FOR PUBLIC SCHOOLS: $60k → 17%EDVESTORS: $75k → 16%NEW VISIONS FOR PUBLIC SCHOOLS: $58k → 17%EDVESTORS: $74k → 16%FUND FOR PUBLIC SCHOOLS INC: $20k → 17%BOSTON AFTER SCHOOL & BEYOND: $28k → 16%FOOD BANK FOR NEW YORK CITY: $7k → 17%EDVESTORS: $72k → 16%BOSTON AFTER SCHOOL & BEYOND: $22k → 16%MARGARITA MUNIZ ACADEMY FOUNDATION: $30k → 16%BOSTON SCHOOLS FUND: $20k → 16%BOSTON SCHOOLS FUND: $15k → 16%BOSTON SCHOOLS FUND: $15k → 16%BOSTON SCHOOLS FUND: $15k → 16%BOSTON SCHOOLS FUND: $15k → 16%BOSTON SCHOOLS FUND: $13k → 16%PHILANTHROPY MASSACHUSETTS: $1k → 16%PHILANTHROPY MASSACHUSETTS: $1k → 16%PHILANTHROPY MASSACHUSETTS: $1k → 16%ASSOCIATED GRANT MAKERS: $1k → 16%PHILANTHROPY MASSACHUSETTS: $1k → 16%PHILANTHROPY MASSACHUSETTS: $1k → 16%PHILANTHROPY MASSACHUSETTS: $1k → 16%PHILANTHROPY MASSACHUSETTS: $1k → 16%THE BOSTON EDUCATIONAL DEVELOPMENT: $15k → 16%THE BOSTON EDUCATIONAL DEVELOPMENT: $10k → 16%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.
$1.4M · 7 repeat orgs$238k to everyone else

7 repeat relationships: 5 still active in FY2025, 2 since wound down; 3 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

7
5

Total granted

$1.4M
$88k

Median revenue growth · since first grant

-5%
+1%

Still filing today

100%
60%

New vs renewed · share of each year

In FY2025, 54% of grant dollars renewed an existing relationship; $150k went to new ones.

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

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

’18’19’20’21’22’23’24’25
EducationPhilanthropyCivil RightsCommunity ImprovementOther
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

  • NV
    NEW VISIONS FOR PUBLIC SCHOOLS INC
    8× · 2018–2025 · $565k · revenue +44%
  • ST
    STEPS TO SUCCESS INC
    8× · 2018–2025 · $42k · revenue +90%
  • PHILANTHROPY MASSACHUSETTS INC
    8× · 2018–2025 · $8k · revenue +134%

Funded once

  • SF
    SUCCESS FOR ALL FOUNDATION INC
    one grant, 2023 · $37k · revenue -18%
  • BC
    BOSTON COLLEGIATE CHARTER SCHOOL
    one grant, 2018 · $30k
  • IG
    Individual grant recipient
    one grant, 2020 · $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
Bpe Inc

Bpe drives exceptional outcomes for all students by developing great teachers and great schools. for three decades, bpe (formerly the boston plan for excellence) has devised solutions to the toughest challenges faced by boston's students…

Education
2
Bpe Inc

Bpe's mission is to drive exceptional outcomes for all students by developing great teachers and great schools. for three decades, bpe (formerly the boston plan for excellence) has devised solutions to the toughest challenges faced by…

—
3
New Schools Fund

To improve public education by identifying and supporting the most promising education ventures in the country, and creating a nationwide network of education entrepreneurs committed to closing the achievement gap.

Education
4
Massachusetts Business Alliance for Education Inc

The massachusetts business alliance for education (mbae) is committed to excellence, opportunity and innovation in our public education system to prepare all students to engage successfully in a global economy and society.

Education
5
Boston Architectural College

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

—
6
Boston Partners in Education Inc

By creating supportive relationships between students and volunteer mentors, boston partners in education ensures a more equitable city where every bps student is equipped with the skills, opportunity, and confidence to succeed in the…

—
7
Trustees of Boston University

Organization's mission: boston university is an international, comprehensive, private research university, committed to educating students to be reflective, resourceful individuals ready to live, adapt, and lead in an interconnected world.…

—
8
Up Education Network

The principal intent of the organization is to conduct activities to advance education reform in public schools, including public charter schools. specifically, the organization will engage in activities to support and transform…

Education
9
Boston Foundation Inc

As Greater Boston's community foundation, the Boston Foundation devotes its resources to expanding opportunities, improving lives and strengthening communities. See Schedule OThe Foundation fulfills this mission in three principal ways:…

Philanthropy
10
The Philadelphia Education Fund

The mission of the philadelphia education fund (pef) is to create equitable access to opportunities for students by providing resources and expertise that build paths to college and career success. pef focuses on philadelphia public school…

Youth Development
11
Boston Bar Foundation

The mission of the boston bar foundation (bbf) is to promote justice by funding and promoting innovation in legal services, enhancing access to justice for the underserved, and supporting the public interest activities of the bar. as the…

Crime & Legal
12
Bronx Charter School for Excellence

Excellence community schools prepares young people in new york city and stamford to compete for admission to and succeed in top public, private and parochial high schools by cultivating their intellectual, artistic, social, emotional, and…

Education
How this is measured
The grantee most central to the portfolio’s shape is The Fund for Public Schools Inc; the most unlike its peers is Margarita Muniz Academy Foundation Inc. 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

14 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. 14 of the 16 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.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
14/14
Grantees still filing
7/14
Grew since first funded

Where the money sits, by cause and then by grantee

EDVESTORS INC: $625,500 · EducationEDVESTORS INCNEW VISIONS FOR PUBLIC SCHOOLS INC: $565,100 · EducationNEW VISIONS FOR PUBLIC SCHOOLS INCBOSTON SCHOOLS FUND: $93,000 · EducationBOSTON SCHOOLS FUNDBOSTON AFTER SCHOOL & BEYOND INC: $50,400 · Education+3 more: $108,504 · Education+3 morePROTECT DEMOCRACY PROJECT: $100,000 · Civil RightsBOSTON COLLEGIATE CHARTER SCHOOL: $30,000 · OtherTHE BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION INC: $25,000 · OtherTHE FUND FOR PUBLIC SCHOOLS INC: $20,000 · OtherIndividual grant recipient: $10,000 · OtherGREATER BOSTON FOOD BANK INC: $5,000 · OtherNATIONAL PHILANTHROPIC TRUST: $30,786 · PhilanthropyPHILANTHROPY MASSACHUSETTS INC: $8,000 · PhilanthropyFOOD BANK FOR NEW YORK CITY: $6,779 · Community Improvement
Education$1,442,504Civil Rights$100,000Other$90,000Philanthropy$38,786Community Improvement$6,779

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetEDVESTORS INC: $625,500 over 8y, 3.5% of budgetNEW VISIONS FOR PUBLIC SCHOOLS INC: $565,100 over 8y, 0.3% of budgetBOSTON SCHOOLS FUND: $93,000 over 6y, 1.1% of budgetBOSTON AFTER SCHOOL & BEYOND INC: $50,400 over 2y, 0.4% of budgetSTEPS TO SUCCESS INC: $42,000 over 8y, 0.8% of budgetSUCCESS FOR ALL FOUNDATION INC: $36,504 over 1y, 0.3% of budgetNATIONAL PHILANTHROPIC TRUST: $30,786 over 1y, 0.0% of budgetMARGARITA MUNIZ ACADEMY FOUNDATION INC: $30,000 over 1y, 5.2% of budgetTHE BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION INC: $25,000 over 2y, 0.2% of budgetTHE FUND FOR PUBLIC SCHOOLS INC: $20,000 over 1y, 0.0% of budgetPHILANTHROPY MASSACHUSETTS INC: $8,000 over 8y, 0.0% of budgetFOOD BANK FOR NEW YORK CITY: $6,779 over 1y, 0.0% of budgetGREATER BOSTON FOOD BANK INC: $5,000 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.

Boston Foundation IncThe Lynch FoundationThe Cabot Family Char…The Klarman Family Fo…Nellie Mae Education …Liberty Mutual Founda…Barr FoundationEastern Bank Foundati…National Philanthropi…Vanguard Charitable E…Donor Advised Charita…American Online Givin…
Boston Foundation IncMA14.8× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Boston Foundation Inc · The Lynch Foundation · The Cabot Family Charitable Trust · The Klarman Family Foundation · Nellie Mae Education Foundation Inc · Liberty Mutual Foundation Inc · Barr Foundation · Eastern Bank Foundation · National Philanthropic Trust · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · American Online Giving 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.

How much its grantees rely on government

Each dot is one organization The Simon Bros Family Fdtn Xxxxx3003 funds: left to right is the share of its income from government, bottom to top the share from The Simon Bros Family Fdtn Xxxxx3003. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%1%3%6%10%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →median 5%
  • Greater Boston Food Bank Inc: 22% of income from government
  • Boston After School & Beyond Inc: 15% of income from government
  • Steps to Success Inc: 5% of income from government
  • Margarita Muniz Academy Foundation Inc: 5% of income from government
  • Edvestors Inc: 1% of income from government
  • Philanthropy Massachusetts Inc: 0% of income from government
no gov moneyreceives it· size = income
3get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–60%
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.

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 16 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

Play a game based on Simon Bros Family Fdtn Xxxxx3003’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home