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· Private foundation

The Simon 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.

$3k
Granted FY2025still arriving
5
Grants FY2025still arriving
4
States reached
$2k
Largest
01What it funds
0199% classified

What it funded, over time

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

Religion$26kPhilanthropy$11kEducation$4kInternational$2kHuman Services$2kCivil Rights$600Food & Nutrition$425Health$400Other$0
02FY2025 · 5 grants

Where the money goes

Grants by size, and the largest recipients.

$400
Median grant
4
States reached
$38k
Total assets
Largest grants
RecipientAmount
TEMPLE BETH JACOB$1,950
JEWISH FEDERATION OF CINCINNATI$500
BETH AM SYNAGOGUE$400
US HOLOCAUST MEMORIAL MUSEUM$100
JEWISH NATIONAL FUND$100
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 (FY17–23, $1k) land where the poverty rate runs at 14%, against an area that typically sits at 9%. 91% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%NEW HAMPSHIRE FOOD BANK: $100 → 7%HOME OF THE INNOCENTS: $150 → 15%HOME OF THE INNOCENTS: $150 → 15%HOME OF THE INNOCENTS: $150 → 15%HOME OF THE INNOCENTS: $150 → 15%HOME OF THE INNOCENTS: $100 → 15%MASONIC HOMES KENTUCKY: $300 → 15%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.

Which US states its grants reach

NH
MI
NY
MA
OR
OH
PA
CA
KY
WV
MD
DC
TX
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.

61%of every dollar goes to organizations it has funded before.
$28k · 12 repeat orgs$18k to everyone else

Grantees it renews have grown median revenue +40% since the first grant, against +25% for those funded once.

12 repeat relationships: 2 still active in FY2025, 10 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

12
29

Total granted

$28k
$17k

Median revenue growth · since first grant

+40%
+25%

Still filing today

67%
55%

New vs renewed · share of each year

In FY2025, 96% of grant dollars renewed an existing relationship; $100 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
InternationalHuman ServicesEducationCivil RightsHealthFood & NutritionOther
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

  • FP
    FRANCIS PARKER SCHOOL OF LOUISVILLE INC ST FRANCIS HIGH SCHOOL INC
    6× · 2017–2024 · $2k · revenue +40%
  • TH
    THE HOME OF THE INNOCENTS INC
    5× · 2017–2023 · $700 · revenue +201%
  • SA
    SUMMIT ACADEMY OF GREATER LOUISVILLE INC
    3× · 2017–2020 · $700 · revenue +2%

Funded once

  • JF
    JEWISH FEDERAL OF LOUISVILLE
    one grant, 2023 · $10k
  • CA
    CHIZUK AMUNO CONGREGATION
    one grant, 2022 · $3k
  • SM
    ST MARY MAGDALENE COMMUNITY
    one grant, 2021 · $500
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
International Aids Vaccine Initiative Inc

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

International
2
Mercy Health

Mercy Health will provide assistance, support and direction to all of the health care institutions and activities operated and maintained by its Subsidiaries. The mission of Mercy Health in performing these activities shall be to provide a…

—
3
Metropolitan Jewish Health System Inc

Mjhs health system is a charitable not-for-profit established to support the activities of affiliated organizations. mjhs is built on the core values of compassion, dignity and respect, first established by the four brooklyn ladies in…

Health
4
University Family Physicians Inc

Engage actively and continuously in medical research, education and training in the practice of medicine in conjunction with the department of family medicine of the indiana university school of medicine and indiana university…

—
5
University Hospital & Clinics Inc

The organization provides medical care to improve, maintain, and restore the health of the people in the communities we serve.

Health
6
Central Indiana Corporate Partnership Inc

Central indiana corporate partnership (cicp) is an alliance of indiana's business and research university leaders coming together to foster long-term prosperity for the region. cicp's mission is to transform the economy of indiana in order…

Community Improvement
7
Union Health System

To serve our communities by provding innovative and compassionate healthcare.

Health
8
Highmark Health

As the parent entity of a blended health organization, highmark health seeks to improve the health and well-being of the people and communities it serves by providing affordable, accessible and high-quality healthcare.

Health
9
The Jewish Agency for Israel

The jewish agency binds jews across ideologies and civilizations together in a worldwide jewish family with israel at its center. it provides the global framework for aliyah, ensures global jewish safety, strengthens jewish identity and…

—
10
Boston Architectural College

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

—
11
Amnesty International of the Usa Inc

Amnesty international of the usa, inc. is the united states section of amnesty international - a worldwide movement of people who campaign for internationally recognized human rights. (continued on schedule o).organization's mission…

International
12
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
How this is measured
The grantee most central to the portfolio’s shape is Medecins Sans Frontieres Usa Inc; the most unlike its peers is Kailas Komfort. 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

30 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 30 of the 47 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)
4
Early backer (in before they grew)
29/30
Grantees still filing
22/30
Grew since first funded

Where the money sits, by cause and then by grantee

Temple Beth Jacob: $17,250 · OtherTemple Beth JacobJEWISH FEDERAL OF LOUISVILLE: $10,000 · OtherJEWISH FEDERAL OF LOUISVILLECHIZUK AMUNO CONGREGATION: $3,190 · OtherCHIZUK AMUNO CONGREGATIONCONGREGATIONAL BETH AM SYNAGOGUE: $2,884 · OtherCONGREGATIONAL BETH AM SYNAGOGUEBETH AM SYNAGOGUE: $2,162 · OtherBETH AM SYNAGOGUEFRANCIS PARKER SCHOOL OF LOUISVILLE INC ST FRANCIS HIGH SCHOOL INC: $1,900 · Other+19 more: $3,150 · Other+19 moreHIAS INC: $550 · InternationalOXFAM-AMERICA INC: $400 · InternationalMEDECINS SANS FRONTIERES USA INC: $350 · InternationalAIRLINK INC: $200 · InternationalThe American Jewish Joint Distribution Committee Inc: $200 · InternationalUnited States Association for UNHCR: $100 · InternationalJEWISH NATIONAL FUND (KEREN KAYEMETH LEISRAEL) INC: $100 · InternationalBIRTHRIGHT ISRAEL FOUNDATION: $75 · International+1 more: $50 · InternationalTHE HOME OF THE INNOCENTS INC: $700 · Human ServicesMASONIC HOMES OF KENTUCKY INC: $300 · Human ServicesNew Hampshire Catholic Charities: $100 · Human ServicesSUMMIT ACADEMY OF GREATER LOUISVILLE INC: $700 · EducationDUBLIN SCHOOL INC: $300 · EducationBRANDEIS UNIVERSITY: $50 · Education+1 more: $25 · EducationJewish Federation of Cincinnati: $500 · PhilanthropyTHE COMMUNITY FOUNDATION OF LOUISVILLE INC: $100 · PhilanthropyREFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL SERVICES: $300 · Civil RightsANTI-DEFAMATION LEAGUE: $300 · Civil RightsFeeding America: $300 · Food & NutritionThe Food Literacy Project at Oxmoor Farm Inc: $25 · Food & Nutrition
Other$40,536International$2,025Human Services$1,100Education$1,075Philanthropy$600Civil Rights$600Food & Nutrition$325

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 budgetFRANCIS PARKER SCHOOL OF LOUISVILLE INC ST FRANCIS HIGH SCHOOL INC: $1,900 over 6y, 0.0% of budgetTHE HOME OF THE INNOCENTS INC: $700 over 5y, 0.0% of budgetSUMMIT ACADEMY OF GREATER LOUISVILLE INC: $700 over 3y, 0.0% of budgetHIAS INC: $550 over 3y, 0.0% of budgetOXFAM-AMERICA INC: $400 over 2y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC: $350 over 3y, 0.0% of budgetMASONIC HOMES OF KENTUCKY INC: $300 over 1y, 0.0% of budgetFeeding America: $300 over 1y, 0.0% of budgetKIND INC: $300 over 1y, 0.0% of budgetDUBLIN SCHOOL INC: $300 over 3y, 0.0% of budgetREFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL SERVICES: $300 over 1y, 0.0% of budgetANTI-DEFAMATION LEAGUE: $300 over 2y, 0.0% of budgetAIRLINK INC: $200 over 1y, 0.0% of budgetThe American Jewish Joint Distribution Committee Inc: $200 over 1y, 0.0% of budgetKAILAS KOMFORT: $150 over 1y, 0.3% of budgetUnited States Association for UNHCR: $100 over 1y, 0.0% of budgetNew Hampshire Catholic Charities: $100 over 1y, 0.0% of budgetAmerican Heart Association Inc: $100 over 1y, 0.0% of budgetJEWISH NATIONAL FUND (KEREN KAYEMETH LEISRAEL) INC: $100 over 1y, 0.0% of budgetTHE COMMUNITY FOUNDATION OF LOUISVILLE INC: $100 over 1y, 0.0% of budgetBIRTHRIGHT ISRAEL FOUNDATION: $75 over 1y, 0.0% of budgetMercy Corps: $50 over 1y, 0.0% of budgetBRANDEIS UNIVERSITY: $50 over 1y, 0.0% of budgetHOSPICE OF THE PANHANDLE INC: $50 over 1y, 0.0% of budgetPORTER HILLS FOUNDATION: $50 over 1y, 0.0% of budgetST GEORGE'S SCHOLAR INSTITUTE INC: $50 over 1y, 0.0% of budgetKENTUCKY HUMANE SOCIETY - ANIMAL RESCUE: $25 over 1y, 0.0% of budgetThe Food Literacy Project at Oxmoor Farm Inc: $25 over 1y, 0.0% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $25 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.

The Community Foundation of Louisville IncKY15.2× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation of Louisville Inc · Baird Foundation Inc · Kosair Charities Committee Inc · Cralle Foundation Inc · Raymond James Charitable Endowment Fund · Jpmorgan Chase Foundation · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · National Philanthropic Trust · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund

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 Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Simon Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 47%
  • Hias Inc: 88% of income from government
  • Mercy Corps: 47% of income from government
  • Brandeis University: 9% of income from government
  • Oxfam-America Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
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 47 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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