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Katalina And Michael Simon Foundation is a private corporation based in WILMINGTON, DE. The foundation received its IRS ruling in 2021. The principal officer is Foundation Source. It holds total assets of $1.5M. Annual income is reported at $590K. Total assets have decreased from $2.1M in 2020 to $1.5M in 2024. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2024. According to available records, Katalina And Michael Simon Foundation has made 18 grants totaling $1.6M, with a median grant of $50K. Annual giving has grown from $200K in 2021 to $320K in 2023. Grantmaking activity was highest in 2022 with $1.1M distributed across 12 grants. Individual grants have ranged from $20K to $200K, with an average award of $90K. The foundation has supported 6 unique organizations. Grants have been distributed to organizations in Massachusetts and Indiana and Ohio. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Katalina And Michael Simon Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 18 grants. Its grantmaking reaches organizations primarily in MA, IN, OH.
Katalina And Michael Simon Foundation has distributed a total of $1.6M across 18 grants. The median grant size is $50K, with an average of $90K. Individual grants have ranged from $20K to $200K.
Katalina And Michael Simon Foundation typically selects its grantees rather than accepting unsolicited proposals.
Katalina And Michael Simon Foundation is headquartered in WILMINGTON, DE. While based in DE, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Michael Simon | Dir, Pres, Sec, Treas | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$1.5M
Fair Market Value
N/A
Net Worth
$1.5M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
18
Total Giving
$1.6M
Average Grant
$90K
Median Grant
$50K
Unique Recipients
6
Most Common Grant
$50K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| University Of Notre Dame Du LacThe James and Eileen Simon Fellowship fund | Notre Dame, IN | $200K | 2023 |
| Concord AcademyAnnual Fund and unrestricted strategic fund | Concord, MA | $50K | 2023 |
| Carroll School CorpCarroll School Annual Fund | Lincoln, MA | $25K | 2023 |
| University Of Daytonpledge fund | Dayton, OH | $25K | 2023 |
| Rivers School Corporationstrategic campaign and annual fund | Weston, MA | $63K | 2022 |
| Trustees Of The Lawrence Academy At Grotonstrategic campaign and annual fund | Groton, MA | $50K | 2022 |