Ronald M Simon Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Ronald M Simon Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 27-2399226

Foundation Overview

Based in Newport Beach, CA, Ronald M Simon Family Foundation has awarded 75 grants totaling $16,415,278 to organizations in California, Virginia and 1 other state across the US. Individual grants range from $274 to $1,737,251, with a median award of $13,168.

Latest Tax Year
2024
Total Giving (all years)
$16,415,278
Total Assets
$14,995,131
Median Grant (all grants)
$13,168

Latest Form 990-PF Snapshot

Total Grants
28
Median Grant
$10,000
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Highly Accessible: 89%

25 of 28 recipients (89%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.

Geographic Focus
California

96% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in San Clemente (28%), Santa Ana (18%), Irvine (10%).

Funding Trajectory
+174%

Strong 174% growth in annual giving over 9 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Ronald M Simon Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Arts & Learning Corporation $2,510 Costa Mesa, CA, US To Further Donee Organization's Exempt Purpose. 2024
Big Brothers Big Sisters Of Orange County And The Inland Empire $1,061 Santa Ana, CA, US To Further Donee Organization's Exempt Purpose. 2024
Bracken's Chicken $50,368 Garden Grove, CA, US To Further Donee Organization's Exempt Purpose. 2024
Cannine Companion $1,000 Santa Rosa, CA, US To Further Donee Organization's Exempt Purpose. 2024
Casa Teresa Inc $5,005 Orange, CA, US To Further Donee Organization's Exempt Purpose. 2024
Chapman University $110,000 Orange, CA, US To Further Donee Organization's Exempt Purpose. 2024
Choc Children's Foundation $34,171 Orange, CA, US To Further Donee Organization's Exempt Purpose. 2024
City Of Hope $7,500 Duarte, CA, US To Further Donee Organization's Exempt Purpose. 2024
Community Service Project Hope Alliance $75,000 Costa Mesa, CA, US To Further Donee Organization's Exempt Purpose. 2024
Hispanic 100 Foundation $10,000 Irvine, CA, US General Operating Expenses 2024
California Hispanic Chamber Of Commerce $10,000 Sacramento, CA, US To Further Donee Organization's Exempt Purpose. 2024
Hope Builders $10,000 Santa Ana, CA, US General Operating Expenses 2024
Illumination Foundation $1,076 Santa Ana, CA, US To Further Donee Organization's Exempt Purpose. 2024
Impactgiving $23,805 Menifee, CA, US To Further Donee Organization's Exempt Purpose. 2024
The Literacy Project $20,000 Newport Beach, CA, US To Further Donee Organization's Exempt Purpose. 2024
Boys And Girls Club $1,500 Atlanta, GA, US To Further Donee Organization's Exempt Purpose. 2024
Orange County Community Foundation $535 Irvine, CA, US To Further Donee Organization's Exempt Purpose. 2024
Orange County Music And Dance Inc $1,000,000 Irvine, CA, US To Further Donee Organization's Exempt Purpose. 2024
Pretend City The Children's Museum Of Orange County $27,700 Irvine, CA, US To Further Donee Organization's Exempt Purpose. 2024
Scholarships To University Students $1,737,251 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2024
Simon Builders Program - See Attached Detail $274 Newport Beach, CA, US To Further Donee Organization's Exempt Purpose. 2024
Simon Scholars Foundation $1,028 Newport Beach, CA, US To Further Donee Organization's Exempt Purpose. 2024
Southern California Hospice Foundation $10,000 Costa Mesa, CA, US To Further Donee Organization's Exempt Purpose. 2024
Teen Project $53,000 Sun Valley Ca, CA, US To Further Donee Organization's Exempt Purpose. 2024
The Wooden Floor $4,080 Santa Ana, CA, US General Operating Expenses 2024
Uc Irvine Foundation $25,000 Irvine, CA, US To Further Donee Organization's Exempt Purpose. 2024
Veteran's Relief Foundation $50,000 Laguna Hills, CA, US To Further Donee Organization's Exempt Purpose. 2024
Young Lives Redeemed $75,000 Fullerton, CA, US To Further Donee Organization's Exempt Purpose. 2024
Scholarships To High School Student $86,487 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2022
Scholarships To University Students $1,506,353 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2022
Community Service Project Hope Alliance $6,418 Costa Mesa, CA, US To Further Donee Organization's Exempt Purpose. 2022
Simon Builders Program $9,990 Newport Beach, CA, US To Further Donee Organization's Exempt Purpose. 2022
North Orange County Rop Grants $9,098 Anaheim, CA, US General Operating Expenses 2022
Pacific Symphony $200,000 Irvine, CA, US General Operating Expenses 2022
Choc Foundation $26,544 Orange, CA, US General Operating Expenses 2022
Charitable Ventures Of Orance County $2,500 Santa Ana, CA, US General Operating Expenses 2022
Orangewood Foundation $1,780 Santa Ana, CA, US General Operating Expenses 2022
Scholarships To High School Student $86,487 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2022
Scholarships To University Students $1,506,353 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2022
Community Service Project Hope Alliance $6,418 Costa Mesa, CA, US To Further Donee Organization's Exempt Purpose. 2022
Simon Builders Program $9,990 Newport Beach, CA, US To Further Donee Organization's Exempt Purpose. 2022
North Orange County Rop Grants $9,098 Anaheim, CA, US General Operating Expenses 2022
Pacific Symphony $200,000 Irvine, CA, US General Operating Expenses 2022
Choc Foundation $26,544 Orange, CA, US General Operating Expenses 2022
Charitable Ventures Of Orance County $2,500 Santa Ana, CA, US General Operating Expenses 2022
Orangewood Foundation $1,780 Santa Ana, CA, US General Operating Expenses 2022
Scholarships To High School Student $47,610 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2021
Scholarships To University Students $1,433,183 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2021
Charitable Ventures Of Orange County $6,500 Santa Ana, CA, US To Further Donee Organization's Exempt Purpose. 2021
Scholarships To High School Student $47,610 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2021
Scholarships To University Students $1,433,183 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2021
Charitable Ventures Of Orange County $6,500 Santa Ana, CA, US To Further Donee Organization's Exempt Purpose. 2021
Ceo Leadership Alliance Orange County $2,500 Laguna Beach, CA, US To Further Donee Organization's Exempt Purpose. 2020
Scholarships To High School Student $71,046 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2020
Scholarships To University Students $1,455,558 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2020
Charitable Ventures Of Orange County $12,500 Santa Ana, CA, US To Further Donee Organization's Exempt Purpose. 2020
California State Philanthropic Foundation $5,000 Fullerton, CA, US To Further Donee Organization's Exempt Purpose. 2019
Big Brothers Big Sisters Of Orange County $15,000 Santa Ana, CA, US To Further Donee Organization's Exempt Purpose. 2019
Scholarships To High School Student $13,168 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2019
Scholarships To University Students $1,374,835 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2019
Scholarships To High School Student $56,770 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2017
Scholarships To University Students $1,064,286 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2017
Dilan Oezkan $4,504 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2017
California State Philanthropic Foundation $5,000 Fullerton, CA, US To Further Donee Organization's Exempt Purpose. 2017
Illumination Foundation $13,067 Orange, CA, US To Further Donee Organization's Exempt Purpose. 2017
National Hispanic Business Women Association $1,000 Santa Ana, CA, US To Further Donee Organization's Exempt Purpose. 2017
Horatio Alger Association $701,718 Alexandria, VA, US To Further Donee Organization's Exempt Purpose. 2016
Scholarships To High School Student $112,207 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2016
Scholarships To University Students $261,977 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2016
Survivors Of Suicide Loss Of San Diego $5,015 La Mesa, CA, US To Further Donee Organization's Exempt Purpose. 2016
Horatio Alger Association $822,426 Alexandria, VA, US To Further Donee Organization's Exempt Purpose. 2015
The San Marcos Promise $1,000 San Marcos, CA, US To Further Donee Organization's Exempt Purpose. 2015
Simon Family Foundation $1,225 Newport Beach, CA, US To Further Donee Organization's Exempt Purpose. 2015
Scholarships To High School Students - See Attached Detail $101,500 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2015
Scholarships To University Students - See Attached Detail $294,186 San Clemente, CA, US To Further Donee Organization's Exempt Purpose. 2015

Foundations Similar to Ronald M Simon Family Foundation

Discover 5 foundations with comparable assets ($14,865,603-$14,970,982), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 04-6920279 | 182 grants awarded
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median grant
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EIN: 86-3415564 | 30 grants awarded
$14,929,934
(≈ Similar)
$20,000
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Same state
100%
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EIN: 20-8076236 | 71 grants awarded
$14,909,486
(≈ Similar)
$25,000
median grant
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EIN: 46-4371069 | 197 grants awarded
$14,865,603
(≈ Similar)
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Contact Information

Official contact details for Ronald M Simon Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 27-2399226
Website http://www.simonscholars.org
Address 620 NEWPORT CENTER DR FL 12TH Newport Beach, CA 92660-8012

Key People (12)

Board members, trustees, and key staff who oversee Ronald M Simon Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Director Alex Calebrese
President Benjamin Drutman
Chairman Gary Singer Esq
Director Gilbert Levasseur Jr
Director James B Freedman

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Ronald M Simon Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.