Margo Simons Family Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Margo Simons Family Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 82-2992313
Foundation Overview
Based in Cincinnati, OH, Margo Simons Family Foundation has awarded 60 grants totaling $4,678,834 to organizations in California, Minnesota and 8 other states across the US. Individual grants range from $1,000 to $3,609,234, with a median award of $15,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
4 of 7 recipients (57%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.
Geographic Focus
47% of grants are awarded in California, with additional funding distributed across 9 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in St Helena (43%), Saint Helena (14%), Yountville (11%).
Funding Trajectory
Strong 325% growth in annual giving over 6 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (78%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Margo Simons 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 |
|---|---|---|---|---|
| St Helena Hospital Foundation | $25,000 | St Helena, CA, US | Cancer Center | 2024 |
| St Helena Beautification Foundation | $15,000 | St Helena, CA, US | General & Unrestricted | 2024 |
| Fractured Atlas Inc | $24,900 | New York, NY, US | Barren Grounds Restricted Fund | 2024 |
| Center For Conservative Women | $10,000 | Herndon, VA, US | Clare Boothe Luce Center | 2024 |
| Mayo Clinic | $25,000 | Rochester, MN, US | President's Strategic Initiative Op Fd | 2024 |
| St Helena Community Church | $25,000 | Saint Helena, CA, US | General & Unrestricted | 2024 |
| Xerces Society | $2,500 | Portland, OR, US | General & Unrestricted | 2024 |
| St Helena Hospital Foundation | $22,600 | St Helena, CA, US | General & Unrestricted | 2023 |
| Montessori Origina Foundation | $25,000 | St Helena, CA, US | General & Unrestricted | 2023 |
| Rianda House | $1,000 | St Helena, CA, US | General & Unrestricted | 2023 |
| French-american Cultural Foundation | $4,000 | Washington, DC, US | General & Unrestricted | 2023 |
| The Napa Comm Firewise Fdn | $15,000 | Napa, CA, US | General & Unrestricted | 2023 |
| Yountville Community Church | $25,000 | Yountville, CA, US | General & Unrestricted | 2023 |
| St Helena Hospital Foundation | $22,600 | St Helena, CA, US | General & Unrestricted | 2023 |
| Montessori Origina Foundation | $25,000 | St Helena, CA, US | General & Unrestricted | 2023 |
| Rianda House | $1,000 | St Helena, CA, US | General & Unrestricted | 2023 |
| French-american Cultural Foundation | $4,000 | Washington, DC, US | General & Unrestricted | 2023 |
| The Napa Comm Firewise Fdn | $15,000 | Napa, CA, US | General & Unrestricted | 2023 |
| Yountville Community Church | $25,000 | Yountville, CA, US | General & Unrestricted | 2023 |
| St Helena Hospital Foundation | $50,000 | St Helena, CA, US | General & Unrestricted | 2022 |
| Mayo Clinic | $25,000 | Rochester, MN, US | The President's Strategic Initiative Fund | 2022 |
| Project Veritas | $15,000 | Washington, DC, US | General & Unrestricted | 2022 |
| Xerces Society Inc | $3,500 | Washington, DC, US | General & Unrestricted | 2022 |
| Sustainable St Helena An Env Allian | $10,000 | Saint Helena, CA, US | General & Unrestricted | 2022 |
| St Helena Beautification Foundation | $15,000 | St Helena, CA, US | General & Unrestricted | 2022 |
| York Land Trust Inc | $15,000 | York, ME, US | General & Unrestricted | 2022 |
| St Helena Hospital Foundation | $50,000 | St Helena, CA, US | General & Unrestricted | 2022 |
| Mayo Clinic | $25,000 | Rochester, MN, US | The President's Strategic Initiative Fund | 2022 |
| Project Veritas | $15,000 | Washington, DC, US | General & Unrestricted | 2022 |
| Xerces Society Inc | $3,500 | Washington, DC, US | General & Unrestricted | 2022 |
| Sustainable St Helena An Env Allian | $10,000 | Saint Helena, CA, US | General & Unrestricted | 2022 |
| St Helena Beautification Foundation | $15,000 | St Helena, CA, US | General & Unrestricted | 2022 |
| York Land Trust Inc | $15,000 | York, ME, US | General & Unrestricted | 2022 |
| Mayo Clinic | $25,000 | Rochester, MN, US | The President's Strategic Initiative Fund | 2021 |
| French-american Cultural Foundation | $25,000 | Washington, DC, US | General & Unrestricted | 2021 |
| George Mark Childrens Fund | $15,000 | San Leandro, CA, US | General & Unrestricted | 2021 |
| Invictus Fund Nv | $25,000 | Saint Helena, CA, US | General & Unrestricted | 2021 |
| The V Foundation | $10,000 | Cary, NC, US | General & Unrestricted | 2021 |
| York Land Trust Inc | $15,000 | York, ME, US | General & Unrestricted | 2021 |
| Yountville Community Church | $25,000 | Yountville, CA, US | General & Unrestricted | 2021 |
| Heard Museum | $15,000 | Phoenix, AZ, US | General & Unrestricted | 2020 |
| Hoffman Institute Foundation | $15,000 | San Rafael, CA, US | Hoffman Atomic Love Bomb | 2020 |
| Mayo Clinic | $25,000 | Rochester, MN, US | The President's Strategic Initiative Fund | 2020 |
| Amistad International | $25,000 | Auburn, CA, US | General & Unrestricted | 2019 |
| Boys Hope Girls Hope | $35,000 | Phoenix, AZ, US | General & Unrestricted | 2019 |
| Cincinnati Park Foundation | $15,000 | Cincinnati, OH, US | General & Unrestricted | 2019 |
| Heard Museum | $40,000 | Phoenix, AZ, US | General & Unrestricted | 2019 |
| Hoffman Institute Foundation | $15,000 | San Rafael, CA, US | White Sulphur Springs | 2019 |
| Homestretch Inc | $15,000 | Falls Chruch, VA, US | General & Unrestricted | 2019 |
| Leukemia & Lymphoma Society Inc - Tri-state Southe | $15,000 | Cincinnati, OH, US | General & Unrestricted | 2019 |
| Minnesotans Military Appreciation Fund | $15,000 | Minneapolis, MN, US | General & Unrestricted | 2019 |
| Mount Claret Roman Catholic Retreat Center Phoenix | $15,000 | Phoenix, AZ, US | General & Unrestricted | 2019 |
| Muttville | $10,000 | San Francisco, CA, US | General & Unrestricted | 2019 |
| Neptune Swimming Foundation | $10,000 | Scottsdale, AZ, US | General & Unrestricted | 2019 |
| Schwab Charitable Fund | $3,609,234 | San Francisco, CA, US | General & Unrestricted | 2019 |
| Stephen Siller Tunnel To Towers Foundation | $5,000 | Staten Island, NY, US | General & Unrestricted | 2019 |
| Wine Country Aquatics Of Napa | $10,000 | Napa, CA, US | In Support Of The Athletes Attending The Olympic Training Center In Colorado | 2019 |
| York Land Trust Inc | $40,000 | York, ME, US | General & Unrestricted | 2019 |
| Heard Museum | $25,000 | Phoenix, AZ, US | General & Unrestricted | 2018 |
| York Land Trust Inc | $5,000 | York, ME, US | General & Unrestricted | 2018 |
Foundations Similar to Margo Simons Family Foundation
Discover 5 foundations with comparable assets ($4,030,271-$4,140,581), similar grant patterns, and geographic focus in OH 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 |
|---|---|---|---|---|
|
Vida S Clements Foundation
EIN: 31-6095287 | 28 grants awarded |
$4,079,944
(≈ Similar) |
$10,852
median grant |
Westerville, OH
Same state |
|
|
Phalarope Foundation Co Rebecca H Dent
EIN: 04-6729068 | 128 grants awarded |
$4,069,433
(≈ Similar) |
$10,000
median grant |
Solon, OH
Same state |
|
|
Renner Foundation
EIN: 34-0684303 | 48 grants awarded |
$4,139,279
(≈ Similar) |
$12,594
median grant |
Leesville, OH
Same state |
|
|
The Walter & Jean Kalberer Foundation
EIN: 34-1817179 | 85 grants awarded |
$4,140,581
(≈ Similar) |
$10,000
median grant |
Gates Mills, OH
Same state |
|
|
Hagar Res Charitable Trust
EIN: 31-6206958 | 83 grants awarded |
$4,030,271
(≈ Similar) |
$19,962
median grant |
Columbus, OH
Same state |
|
Related Foundation Resources in OH:
Contact Information
Official contact details for Margo Simons Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 82-2992313 |
| Website | N/A |
| Address | C/O STIFEL 221 EAST FOURTH STREET 2 Cincinnati, OH 45202-0000 |
Key People (2)
Board members, trustees, and key staff who oversee Margo Simons Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Margo L Simons |
|---|---|
| Secretary | Elizabeth Emge |
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 Margo Simons 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.