Ronald M Simon Family Foundation
Newport Beach, CA · EIN 27-2399226. Reported 53 grants totalling $2,886,470 to 37 recipients across tax years 2020-2024. This foundation did not tell the IRS it funds only preselected organizations.
Does this foundation accept applications?
Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Ronald M Simon Family Foundation did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.
How big are its grants?
The median grant is $10,000. Half of everything it gave fell between $2,510 and $34,171; the smallest was $274 and the largest $1,000,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.
Every organization it funded
This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.
| Organization | Location | Total received | Grants | Years funded | Last |
|---|---|---|---|---|---|
| Orange County Music and Dance Inc | Irvine, CA | $1,000,000 | 1 | 1 | 2024 |
| Simon Builders Program - See Attached Detail | Newport Beach, CA | $585,110 | 2 | 2 | 2024 |
| Pacific Symphony | Irvine, CA | $325,000 | 2 | 2 | 2023 |
| Young Lives Redeemed | Fullerton, CA | $125,000 | 2 | 2 | 2024 |
| Chapman University | Orange, CA | $120,000 | 2 | 2 | 2024 |
| Kherut | Anaheim, CA | $100,000 | 1 | 1 | 2023 |
| Community Service Project Hope Alliance | Costa Mesa, CA | $82,887 | 3 | 3 | 2024 |
| CASA Teresa Inc | Orange, CA | $65,005 | 2 | 2 | 2024 |
| Teen Project | Sun Valley Ca, CA | $53,000 | 1 | 1 | 2024 |
| Bracken's Chicken | Garden Grove, CA | $50,368 | 1 | 1 | 2024 |
| UC Irvine Foundation | Irvine, CA | $50,000 | 2 | 2 | 2024 |
| Veteran's Relief Foundation | Laguna Hills, CA | $50,000 | 1 | 1 | 2024 |
| Choc Children's Foundation | Orange, CA | $39,171 | 2 | 2 | 2024 |
| Impactgiving | Menifee, CA | $31,557 | 2 | 2 | 2024 |
| Pretend City the Children's Museum of Orange County | Irvine, CA | $27,700 | 1 | 1 | 2024 |
| Choc Foundation | Orange, CA | $26,544 | 1 | 1 | 2022 |
| Hope Builders | Santa Ana, CA | $20,000 | 2 | 2 | 2024 |
| The Literacy Project | Newport Beach, CA | $20,000 | 1 | 1 | 2024 |
| Charitable Ventures of Orange County | Santa Ana, CA | $19,000 | 2 | 2 | 2021 |
| Hispanic 100 Foundation | Irvine, CA | $18,970 | 2 | 2 | 2024 |
| California Hispanic Chamber of Commerce | Sacramento, CA | $10,000 | 1 | 1 | 2024 |
| Southern California Hospice Foundation | Costa Mesa, CA | $10,000 | 1 | 1 | 2024 |
| Simon Builders Program | Newport Beach, CA | $9,990 | 1 | 1 | 2022 |
| North Orange County Rop Grants | Anaheim, CA | $9,098 | 1 | 1 | 2022 |
| City of Hope | Duarte, CA | $7,500 | 1 | 1 | 2024 |
| The Wooden Floor | Santa Ana, CA | $7,080 | 2 | 2 | 2024 |
| Charitable Ventures of Orance County | Santa Ana, CA | $6,000 | 2 | 2 | 2023 |
| Simon Scholars Foundation | Newport Beach, CA | $3,028 | 2 | 2 | 2024 |
| Arts & Learning Corporation | Costa Mesa, CA | $2,510 | 1 | 1 | 2024 |
| Ceo Leadership Alliance Orange County | Laguna Beach, CA | $2,500 | 1 | 1 | 2020 |
| Miracles for Kids | Irvine, CA | $2,500 | 1 | 1 | 2023 |
| Orangewood Foundation | Santa Ana, CA | $1,780 | 1 | 1 | 2022 |
| Boys and Girls Club | Atlanta, GA | $1,500 | 1 | 1 | 2024 |
| Illumination Foundation | Santa Ana, CA | $1,076 | 1 | 1 | 2024 |
| Big Brothers Big Sisters of Orange County and the Inland Empire | Santa Ana, CA | $1,061 | 1 | 1 | 2024 |
| Cannine Companion | Santa Rosa, CA | $1,000 | 1 | 1 | 2024 |
| Orange County Community Foundation | Irvine, CA | $535 | 1 | 1 | 2024 |
15 of 37 (41%) received money in more than one year over the 5 years we hold.
Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 59%, across 2 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.
What the money was for
Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.
- Orange County Music and Dance Inc
TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. - Pacific Symphony
GENERAL OPERATING EXPENSES
What kind of organizations it funds
By the activity category the IRS assigns each recipient, for the 32 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.
Giving by year
| Tax year | Grants | Total | Median grant |
|---|---|---|---|
| 2020 | 2 | $15,000 | $7,500 |
| 2021 | 1 | $6,500 | $6,500 |
| 2022 | 7 | $256,330 | $9,098 |
| 2023 | 16 | $999,027 | $9,485 |
| 2024 | 27 | $1,609,613 | $10,000 |
Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.
Already committed for future years
Form 990-PF has a separate schedule for grants approved but not yet paid. Ronald M Simon Family Foundation has 3 of them, worth $6,401,019. This is the one part of the filing that looks forward rather than back.
| Organization | Location | Approved |
|---|---|---|
| Accrue Chapman Pa Pledge 2025-2029 | Orange, CA | $5,810,879 |
| Accrue Chapman Pa Pledge 2025-2029 | Orange, CA | $409,590 |
| Present Value Adjustment - Grants Payable | Newport Beach, CA | $180,550 |
Where its money goes
100% of its giving went to organizations in California. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.
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Funders that support the same organizations
These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.
How to approach this foundation
- Check you are its size. The median grant is $10,000. A request many times that size asks for something it has rarely or never given.
- Check you are in its geography. Its giving is concentrated in California.
- Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
- Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.
Related guides
Where these numbers come from
Everything above is taken from Ronald M Simon Family Foundation's own Form 990-PF filings, which the IRS publishes in bulk. We used 5 returns (tax years 2020-2024). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.
Address of record on the latest return: 620 Newport Center Drive 12TH Floor, Newport Beach, CA, 92660. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.
EIN 27-2399226 · See the original filings on ProPublica · How we build this
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