Ronald M Simon Foundation | Foundation Profile

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

EIN: 68-0524905

Foundation Overview

Based in Newport Beach, CA, Ronald M Simon Foundation has awarded 42 grants totaling $42,264,432 to organizations in California, Hawaii and 2 other states across the US. Individual grants range from $250 to $6,495,435, with a median award of $25,000.

Latest Tax Year
2022
Total Giving (all years)
$42,264,432
Total Assets
$0
Median Grant (all grants)
$25,000

Latest Form 990-PF Snapshot

Total Grants
9
Median Grant
$25,000
% Median Grant Growth
+150% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

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

New Applicant Friendliness
Relationship-Focused: 22%

2 of 9 recipients (22%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
California

88% 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 Newport Beach (43%), Santa Ana (16%), Orange (11%).

Funding Trajectory
-53%

Declining funding trend with 53% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

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 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
Chapman University $50,000 Orange, CA, US General Operating Expenses 2022
Jewish Graduate Student Initiative $32,500 Los Angeles, CA, US General Operating Expenses 2022
Jim Saunders Nanea Fund $1,000 Kailuakona, HI, US General Operating Expenses 2022
Simon Charitable Foundation $1,000,000 Newport Beach, CA, US General Operating Expenses 2022
Simon Scholars Foundation $1,902,337 Newport Beach, CA, US General Operating Expenses 2022
Taller San Jose Hope Builders $10,000 Santa Ana, CA, US General Operating Expenses 2022
The Wooden Floor $3,000 Santa Ana, CA, US General Operating Expenses 2022
Uci Foundation $25,000 Irvine, CA, US General Operating Expenses 2022
James Wilson Institute $2,000 Washington, DC, US General Operating Expenses 2022
Southern California Hospice Foundation $10,000 Costa Mesa, CA, US General Operating Expenses 2021
Simon Family Foundation $3,276,912 Newport Beach, CA, US General Operating Expenses 2021
Simon Charitable Foundation $852,600 Newport Beach, CA, US General Operating Expenses 2021
The Wooden Floor $3,000 Santa Ana, CA, US General Operating Expenses 2021
Jim Saunders Nanea Fund $1,000 Kailuakona, HI, US General Operating Expenses 2021
Hispanic 100 Foundation $10,000 San Clemente, CA, US General Operating Expenses 2021
Taller San Jose Hope Builders $10,000 Santa Ana, CA, US General Operating Expenses 2021
Philanthropy Day $5,000 Arlington, VA, US General Operating Expenses 2021
Jewish Graduate Student Initiative $25,000 Los Angeles, CA, US General Operating Expenses 2021
Uci Foundation $25,000 Irvine, CA, US General Operating Expenses 2021
Simon Family Foundation $1,787,712 Newport Beach, CA, US General Operating Expenses 2021
Simon Charitable Foundation $852,500 Newport Beach, CA, US General Operating Expenses 2021
Chapman University $10,000 Orange, CA, US General Operating Expenses 2021
Simon Charitable Foundation $835,600 Newport Beach, CA, US General Operating Expenses 2020
Horatio Alger Association $20,000 Alexandria, VA, US General Operating Expenses 2020
Chapman University $45,000 Orange, CA, US General Operating Expenses 2020
Kathi Koll Foundation $1,000 Newport Beach, CA, US General Operating Expenses 2020
Chapman University $100,000 Orange, CA, US General Operating Expenses 2020
The Newport Beach Public Library Foundation $1,000 Newport Beach, CA, US General Operating Expenses 2020
Simon Family Foundation $1,687,226 Newport Beach, CA, US General Operating Expenses 2020
Samueli Academy $2,500 Santa Ana, CA, US General Operating Expenses 2020
Simon Family Foundation $3,535,226 Newport Beach, CA, US General Operating Expenses 2020
Simon Charitable Foundation $836,500 Newport Beach, CA, US General Operating Expenses 2020
Taller San Jose Hope Builders $10,000 Santa Ana, CA, US General Operating Expenses 2020
Southern California Hospice Foundation $10,000 Costa Mesa, CA, US General Operating Expenses 2020
Pacific Symphony $100,000 Irvine, CA, US General Operating Expenses 2020
Jewish Graduate Student Initiative $25,000 Los Angeles, CA, US General Operating Expenses 2020
Association Of Fundraising Professionals $5,000 Fountain Valley, CA, US General Operating Expenses 2020
Hispanic 100 Foundation $250 San Clemente, CA, US General Operating Expenses 2020
Grants - See Attached $6,287,884 Newport Beach, CA, US To Further Donee Organization's Exempt Purpose 2019
Grants - See Attached $6,114,650 Newport Beach, CA, US To Further Donee Organization's Exempt Purpose 2017
Grants - See Attached $6,257,600 Newport Beach, CA, US To Further Donee Organization's Exempt Purpose 2016
Grants - See Attached $6,495,435 Newport Beach, CA, US To Further Donee Organization's Exempt Purpose 2015

Foundations Similar to Ronald M Simon Foundation

Discover 5 foundations with comparable assets ($0-$0), 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: 04-3836921 | 27 grants awarded
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EIN: 03-0501814 | 8 grants awarded
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$12,500
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EIN: 13-3098399 | 7 grants awarded
$0
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$15,000
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Aptos, CA
Same state
100%
Excellent match

EIN: 06-1714667 | 38 grants awarded
$0
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$48,600
median grant
Fresno, CA
Same state
100%
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EIN: 02-0759145 | 62 grants awarded
$0
(≈ Similar)
$25,000
median grant
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Same state
100%
Excellent match

Contact Information

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

EIN 68-0524905
Website http://www.simonscholars.org
Address 620 NEWPORT CENTER DR FL 12TH Newport Beach, CA 92660-8012

Key People (13)

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

Director Kathy Simon Abels
Director Steven H Simon
Founding Director Ronald Simon
Chairman Gary Singer
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 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.

Application Status
Based on its IRS Form 990-PF filings, this foundation accepts unsolicited grant applications, meaning eligible organizations can apply directly without a prior relationship.

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 February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.