The Katalina and Michael Simon Foundation
EIN 851620436 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2022–2023
$872K
11 grants · $436K avg/year
based on 2 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$50K
typical mid grants · $25K–$114K
grant size
50%
supporter · 3/6 multi-year
repeat
$2.0M
Assets (2023)
6
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(800) 839-1754
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $2.1M | $2.2M | N/A |
| 2022 | $552K | $1.8M | $7K | 6 |
| 2023 | $320K | $2.0M | $-194K | 5 |
Grant Size Distribution
Based on 11 grants on record
Minimum
$20K
25th Pctl
$25K
Median
$50K
Average
$79K
75th Pctl
$114K
Maximum
$200K
Geographic Distribution
Officers & Directors
Grants Awarded (11 total)
| Purpose | ||||
|---|---|---|---|---|
| University of Notre Dame Du Lac | Notre Dame, IN | $200,000 | The James and Eileen Simon Fellowship fund | 2023 |
| University of Notre Dame Du Lac | Notre Dame, IN | $200,000 | James and Eileen Simon Graduate Fellowship fund | 2022 |
| Carroll School Corp | Lincoln, MA | $165,000 | Wilkens Fund, Simon Fund and Annual Fund | 2022 |
| Rivers School Corporation | Weston, MA | $62,500 | strategic campaign and annual fund | 2022 |
| Concord Academy | Concord, MA | $50,000 | Annual Fund and unrestricted strategic fund | 2023 |
| Concord Academy | Concord, MA | $50,000 | annual fund and strategic fund | 2022 |
| Trustees of the Lawrence Academy at Groton | Groton, MA | $50,000 | strategic campaign and annual fund | 2022 |
| University of Dayton | Dayton, OH | $25,000 | pledge fund | 2023 |
| Carroll School Corp | Lincoln, MA | $25,000 | Carroll School Annual Fund | 2023 |
| University of Notre Dame Du Lac | Notre Dame, IN | $25,000 | General & Unrestricted | 2022 |
| University of Dayton | Dayton, OH | $20,000 | General & Unrestricted | 2023 |
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