Ronald M Simon Family Foundation
Newport Beach, CA · EIN 27-2399226. Reported 26 grants totalling $1,276,857 to 22 organizations across tax years 2020-2023. 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 $9,034. Half of everything it gave fell between $3,000 and $26,544; the smallest was $1,469 and the largest $584,836. 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. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.
| Organization | Location | Total received | Grants | Years funded | Last |
|---|---|---|---|---|---|
| Simon Builders Program - See Attached Detail | Newport Beach, CA | $584,836 | 1 | 1 | 2023 |
| Pacific Symphony | Irvine, CA | $325,000 | 2 | 2 | 2023 |
| Kherut | Anaheim, CA | $100,000 | 1 | 1 | 2023 |
| CASA Teresa Inc | Orange, CA | $60,000 | 1 | 1 | 2023 |
| Young Lives Redeemed | Fullerton, CA | $50,000 | 1 | 1 | 2023 |
| Choc Foundation | Orange, CA | $26,544 | 1 | 1 | 2022 |
| UC Irvine Foundation | Irvine, CA | $25,000 | 1 | 1 | 2023 |
| Charitable Ventures of Orange County | Santa Ana, CA | $19,000 | 2 | 2 | 2021 |
| Chapman University | Orange, CA | $10,000 | 1 | 1 | 2023 |
| Hope Builders | Santa Ana, CA | $10,000 | 1 | 1 | 2023 |
| Simon Builders Program | Newport Beach, CA | $9,990 | 1 | 1 | 2022 |
| North Orange County Rop Grants | Anaheim, CA | $9,098 | 1 | 1 | 2022 |
| Hispanic 100 Foundation | Irvine, CA | $8,970 | 1 | 1 | 2023 |
| Community Service Project Hope Alliance | Costa Mesa, CA | $7,887 | 2 | 2 | 2023 |
| Impactgiving | Menifee, CA | $7,752 | 1 | 1 | 2023 |
| Charitable Ventures of Orance County | Santa Ana, CA | $6,000 | 2 | 2 | 2023 |
| Choc Children's Foundation | Orange, CA | $5,000 | 1 | 1 | 2023 |
| The Wooden Floor | Santa Ana, CA | $3,000 | 1 | 1 | 2023 |
| Ceo Leadership Alliance Orange County | Laguna Beach, CA | $2,500 | 1 | 1 | 2020 |
| Miracles for Kids | Irvine, CA | $2,500 | 1 | 1 | 2023 |
| Simon Scholars Foundation | Newport Beach, CA | $2,000 | 1 | 1 | 2023 |
| Orangewood Foundation | Santa Ana, CA | $1,780 | 1 | 1 | 2022 |
4 of 22 (18%) received money in more than one year over the 4 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 43%, across 1 year-to-year transition. The median foundation retains about 67%, so this one is less consistent than most. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.
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.
- Simon Builders Program - See Attached Detail
TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. - Pacific Symphony
GENERAL OPERATING EXPENSES
What kind of organizations it funds
By the recipient's own IRS classification, for the 16 grants where we could identify the organization. These are assigned categories, not our guesses.
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 |
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 2 of them, worth $5,991,429. This is the one part of the filing that looks forward rather than back -- and it also tells you how much of the next year's budget is already spoken for.
| Organization | Location | Approved |
|---|---|---|
| Accrue Chapman Pa Pledge 2025-2029 | Orange, CA | $5,810,879 |
| Present Value Adjustment - Grants Payable | Newport Beach, CA | $180,550 |
Where its money goes
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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 the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.
How to approach this foundation
- Check you are its size. The median grant is $9,034. Asking for ten times that is the most common way small organizations waste a submission.
- 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 4 returns (tax years 2020-2023). Nothing here is scraped, inferred, or estimated.
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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