The Simon Bros Family Fdtn Xxxxx3003
Total Given 2018–2025
$1.5M
43 grants · $188K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$20K
typical small grants · $5K–$74K
grant size
50%
supporter · 7/14 multi-year
repeat
$4.1M
Assets · 2022
14
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8004962583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $186K | $4.0M | $211K | 6 |
| 2019 | $182K | $4.0M | $329K | 6 |
| 2020 | N/A | $4.0M | $250K | N/A |
| 2021 | $184K | $4.9M | $334K | 6 |
| 2022 | $207K | $4.1M | $353K | 6 |
| 2023 | $224K | $4.4M | $252K | 6 |
| 2024 | $195K | $5.0M | $145K | 5 |
| 2025 | $326K | $5.3M | $329K | 8 |
Grant Size Distribution
Based on 43 grants on record
Minimum
$1K
25th Pctl
$5K
Median
$20K
Average
$35K
75th Pctl
$74K
Maximum
$100K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
8+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
8+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
8+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
8+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
8+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
8+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
8+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
8+ yrs
Trustee
Grants Awarded (43 total)
| Purpose | ||||
|---|---|---|---|---|
| Protect Democracy Project | Washington, DC | $100,000 | GENERAL | 2025 |
| Edvestors | Boston, MA | $90,000 | GENERAL | 2019 |
| New Visions for Public Schools | New York, NY | $80,000 | GENERAL | 2023 |
| Edvestors | Boston, MA | $80,000 | GENERAL | 2023 |
| New Visions for Public Schools | New York, NY | $80,000 | GENERAL | 2022 |
| New Visions for Public Schools | New York, NY | $80,000 | GENERAL | 2024 |
| Edvestors | Boston, MA | $80,000 | GENERAL | 2024 |
| New Visions for Public Schools | New York, NY | $80,000 | GENERAL | 2025 |
| Edvestors | Boston, MA | $80,000 | GENERAL | 2025 |
| Edvestors | Boston, MA | $75,000 | GENERAL | 2022 |
| Edvestors | Boston, MA | $75,000 | GENERAL | 2018 |
| Edvestors | Boston, MA | $73,500 | GENERAL | 2021 |
| New Visions for Public Schools | New York, NY | $67,000 | GENERAL | 2021 |
| New Visions for Public Schools | New York, NY | $60,000 | GENERAL | 2018 |
| New Visions for Public Schools | New York, NY | $58,100 | GENERAL | 2019 |
| Success for All Foundation | Baltimore, MD | $36,504 | GENERAL | 2023 |
| National Philanthropic Trust | Jenkintown, PA | $30,786 | GENERAL | 2022 |
| Margarita Muniz Academy Foundation | Jamaica Plain, MA | $30,000 | GENERAL | 2025 |
| Boston Collegiate Charter School | Dorchester, MA | $30,000 | GENERAL | 2018 |
| Boston After School & Beyond | Boston, MA | $28,400 | GENERAL | 2024 |
| Boston After School & Beyond | Boston, MA | $22,000 | GENERAL | 2021 |
| Boston Schools Fund | Boston, MA | $20,000 | GENERAL | 2023 |
| Fund for Public Schools Inc | New York, NY | $20,000 | GENERAL | 2025 |
| The Boston Educational Development | Roxbury, MA | $15,000 | GENERAL | 2019 |
| Boston Schools Fund | Boston, MA | $15,000 | GENERAL | 2021 |