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Margo Simons Family Foundation is a private corporation based in CINCINNATI, OH. The foundation received its IRS ruling in 2018. The principal officer is Foundation Source. It holds total assets of $3.9M. Annual income is reported at $2.4M. The foundation is governed by 2 officers and trustees. 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 2018 to 2023. Funding is distributed across 4 states, including California, District of Columbia, Minnesota. According to available records, Margo Simons Family Foundation has made 30 grants totaling $555K, with a median grant of $15K. Annual giving has grown from $55K in 2020 to $93K in 2023. Grantmaking activity was highest in 2022 with $267K distributed across 14 grants. Individual grants have ranged from $1K to $50K, with an average award of $18K. The foundation has supported 17 unique organizations. The foundation primarily supports organizations in California, Minnesota, District of Columbia, which account for 83% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$4K
Median Grant
$15K
Average Grant
$19K
Largest Grant
$50K
Based on 7 grants from the most recent 990-PF filing.
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.
Margo Simons Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 30 grants. Its grantmaking reaches organizations primarily in CA, MN, DC.
Margo Simons Family Foundation has distributed a total of $555K across 30 grants. The median grant size is $15K, with an average of $18K. Individual grants have ranged from $1K to $50K.
Margo Simons Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Margo Simons Family Foundation is headquartered in CINCINNATI, OH. While based in OH, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Margo L Simons | President | $0 | $0 | N/A |
| Elizabeth Emge | Secretary | $0 | $0 | N/A |
Total Giving
$116K
Total Assets
$3.3M
Fair Market Value
$4.1M
Net Worth
$3.3M
Grants Paid
$93K
Contributions
N/A
Net Investment Income
$97K
Distribution Amount
$188K
Total Grants
30
Total Giving
$555K
Average Grant
$18K
Median Grant
$15K
Unique Recipients
17
Most Common Grant
$15K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Yountville Community ChurchGeneral & Unrestricted | Yountville, CA | $25K | 2023 |
| Montessori Origina FoundationGeneral & Unrestricted | St Helena, CA | $25K | 2023 |
| St Helena Hospital FoundationGeneral & Unrestricted | St Helena, CA | $23K | 2023 |
| The Napa Comm Firewise FdnGeneral & Unrestricted | Napa, CA | $15K | 2023 |
| French-American Cultural FoundationGeneral & Unrestricted | Washington, DC | $4K | 2023 |
| Rianda HouseGeneral & Unrestricted | St Helena, CA | $1K | 2023 |
| Mayo ClinicThe President's Strategic Initiative Fund | Rochester, MN | $25K | 2022 |
| St Helena Beautification FoundationGeneral & Unrestricted | St Helena, CA | $15K | 2022 |
| Project VeritasGeneral & Unrestricted | Washington, DC | $15K | 2022 |
| York Land Trust IncGeneral & Unrestricted | York, ME | $15K | 2022 |
| Sustainable St Helena An Env AllianGeneral & Unrestricted | Saint Helena, CA | $10K | 2022 |
| Xerces Society IncGeneral & Unrestricted | Washington, DC | $4K | 2022 |
| Invictus Fund NvGeneral & Unrestricted | Saint Helena, CA | $25K | 2021 |
| George Mark Childrens FundGeneral & Unrestricted | San Leandro, CA | $15K | 2021 |
| The V FoundationGeneral & Unrestricted | Cary, NC | $10K | 2021 |
| Heard MuseumGeneral & Unrestricted | Phoenix, AZ | $15K | 2020 |
| Hoffman Institute FoundationHoffman Atomic Love Bomb | San Rafael, CA | $15K | 2020 |
CLEVELAND, OH
CINCINNATI, OH
DUBLIN, OH