The Katalina And Michael Simon Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Katalina And Michael Simon Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 85-1620436
Foundation Overview
Based in Wilmington, DE, The Katalina And Michael Simon Foundation has awarded 25 grants totaling $2,377,500 to organizations in Massachusetts, Indiana and 1 other state across the US. Individual grants range from $20,000 to $200,000, with a median award of $50,000.
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
2 of 5 recipients (40%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
64% of grants are awarded in Massachusetts, with additional funding distributed across 2 other locations. The foundation balances regional focus with broader geographic diversity. Within Massachusetts, funding concentrates in Lincoln (38%), Concord (25%), Weston (19%).
Funding Trajectory
Strong 60% growth in annual giving over 2 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Dual focus on general purposes (90%) and education, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Katalina And Michael 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 |
|---|---|---|---|---|
| Carroll School Corp | $25,000 | Lincoln, MA, US | Carroll School Annual Fund | 2023 |
| Concord Academy | $50,000 | Concord, MA, US | Annual Fund And Unrestricted Strategic Fund | 2023 |
| University Of Dayton | $25,000 | Dayton, OH, US | Pledge Fund | 2023 |
| University Of Dayton | $20,000 | Dayton, OH, US | General & Unrestricted | 2023 |
| University Of Notre Dame Du Lac | $200,000 | Notre Dame, IN, US | The James And Eileen Simon Fellowship Fund | 2023 |
| Carroll School Corp | $165,000 | Lincoln, MA, US | Wilkens Fund, Simon Fund And Annual Fund | 2022 |
| Concord Academy | $50,000 | Concord, MA, US | Annual Fund And Strategic Fund | 2022 |
| Rivers School Corporation | $62,500 | Weston, MA, US | Strategic Campaign And Annual Fund | 2022 |
| Trustees Of The Lawrence Academy At Groton | $50,000 | Groton, MA, US | Strategic Campaign And Annual Fund | 2022 |
| University Of Notre Dame Du Lac | $25,000 | Notre Dame, IN, US | General & Unrestricted | 2022 |
| University Of Notre Dame Du Lac | $200,000 | Notre Dame, IN, US | James And Eileen Simon Graduate Fellowship Fund | 2022 |
| Carroll School Corp | $165,000 | Lincoln, MA, US | Wilkens Fund, Simon Fund And Annual Fund | 2022 |
| Concord Academy | $50,000 | Concord, MA, US | Annual Fund And Strategic Fund | 2022 |
| Rivers School Corporation | $62,500 | Weston, MA, US | Strategic Campaign And Annual Fund | 2022 |
| Trustees Of The Lawrence Academy At Groton | $50,000 | Groton, MA, US | Strategic Campaign And Annual Fund | 2022 |
| University Of Notre Dame Du Lac | $25,000 | Notre Dame, IN, US | General & Unrestricted | 2022 |
| University Of Notre Dame Du Lac | $200,000 | Notre Dame, IN, US | James And Eileen Simon Graduate Fellowship Fund | 2022 |
| Carroll School Corp | $165,000 | Lincoln, MA, US | Wilkens Fund, Simon Fund And Annual Fund | 2022 |
| Concord Academy | $50,000 | Concord, MA, US | Annual Fund And Strategic Fund | 2022 |
| Rivers School Corporation | $62,500 | Weston, MA, US | Strategic Campaign And Annual Fund | 2022 |
| Trustees Of The Lawrence Academy At Groton | $50,000 | Groton, MA, US | Strategic Campaign And Annual Fund | 2022 |
| University Of Notre Dame Du Lac | $25,000 | Notre Dame, IN, US | General & Unrestricted | 2022 |
| University Of Notre Dame Du Lac | $200,000 | Notre Dame, IN, US | James And Eileen Simon Graduate Fellowship Fund | 2022 |
| Carroll School Corp | $200,000 | Lincoln, MA, US | Carroll, Steve Wilkens Fund, And Annual Fund | 2021 |
| Carroll School Corp | $200,000 | Lincoln, MA, US | Carroll, Steve Wilkens Fund, And Annual Fund | 2021 |
Foundations Similar to The Katalina And Michael Simon Foundation
Discover 5 foundations with comparable assets ($2,688,362-$3,074,957), similar grant patterns, and geographic focus in DE 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 |
|---|---|---|---|---|
|
Alicia F Maharty Private Foundation
EIN: 30-6064093 | 28 grants awarded |
$2,904,759
(≈ Similar) |
$29,244.5
median grant |
Wilmington, DE
Same state |
|
|
The Aventurine Tree Foundation
EIN: 82-3638762 | 50 grants awarded |
$2,880,146
(≈ Similar) |
$25,000
median grant |
Wilmington, DE
Same state |
|
|
Marcalini-riva Foundation
EIN: 26-4309175 | 10 grants awarded |
$2,983,612
(≈ Similar) |
$28,000
median grant |
Wilmington, DE
Same state |
|
|
The Davenport Family Foundation
EIN: 84-4685824 | 7 grants awarded |
$3,074,957
(≈ Similar) |
$100,000
median grant |
Wilmington, DE
Same state |
|
|
Brown Family Foundation
EIN: 82-2701261 | 63 grants awarded |
$2,688,362
(≈ Similar) |
$42,500
median grant |
Wilmington, DE
Same state |
|
Related Foundation Resources in DE:
Contact Information
Official contact details for The Katalina And Michael Simon Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 85-1620436 |
| Website | N/A |
| Address | FOUNDATION SOURCE 501 SILVERSIDE RD Wilmington, DE 19809-0000 |
Key People (1)
Board members, trustees, and key staff who oversee The Katalina And Michael Simon Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Dir, Pres, Sec, Treas | Michael Simon |
|---|
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 The Katalina And Michael 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.
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
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