The Indiana State Capitol

Form 990-PFTax year 2025EIN 14-1859319

David E Simon & Jacqueline S Simon Charitable Foundation

A private foundation in Indianapolis, IN. Its return for tax year 2025 lists 15 grants and $5.7 million paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Jacqueline Simon
PO Box 78394
Indianapolis, IN 46278
(317) 636-1600
[email protected]
Form and materials
N/A
Deadlines
N/A
Restrictions
N/A

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $5,689,673

    Grants listed
    15
    Assets, end of year
    $50,308,885
  • Tax year 2024

    $6,754,163

    Grants listed
    22
    Assets, end of year
    $53,389,039
  • Tax year 2023

    $7,849,695

    Grants listed
    37
    Assets, end of year
    $56,967,217
  • Tax year 2022

    $4,841,425

    Grants listed
    39
    Assets, end of year
    $61,097,529
  • Tax year 2021

    $3,105,455

    Grants listed
    37
    Assets, end of year
    $65,788,434
  • Tax year 2020

    $2,531,135

    Grants listed
    30
    Assets, end of year
    $64,778,512
  • Tax year 2019

    $2,882,078

    Grants listed
    40
    Assets, end of year
    $62,678,176

Grants paid in 2025

15 grants, largest first

As listed on the return.

  1. Anti-Defamation League (adl)New York, NY

    Grant payment

    $2,000,000
  2. Mayo ClinicRochester, MN

    Contribution to general operating support

    $1,000,000
  3. Uja-Federation of New YorkNew York, NY

    Contribution to general operating support

    $1,000,000
  4. American Israel Public Affairs CommitteeWashington, DC

    Information and member education

    $750,000
  5. American Israel Education Foundation (aief)Washington, DC

    Contribution to general operating support

    $250,000
  6. Indiana Golf FoundationIndianapolis, IN

    Contribution to general operating support

    $200,000
  7. Park Avenue SynagogueNew York, NY

    Membershipgrant payment book of remembrancekol nidre

    $157,748
  8. Youth Renewal FundNew York, NY

    Grant payment

    $150,000
  9. University of MiamiMiami, FL

    Dolphins challenge cancer

    $100,000
  10. BABY2BABYLos Angeles, CA

    Contribution to general operating support

    $50,000
  11. Temple Beth SholomMiami Beach, FL

    High holy day donation

    $10,425
  12. Lehrman Community Day SchoolMiami Beach, FL

    Capital campaign contribution

    $10,000
  13. The Boys Club of New YorkNew York, NY

    Contribution to general operating support

    $10,000
  14. Adenoid Cystic Carcinoma Research FoundationNeedham, MA

    Contribution to general operating support

    $1,000
  15. Brebeuf Jesuit Preparatory SchoolIndianapolis, IN

    Contribution to general operating support

    $500

Approved for future payment

1 grant

Approved in 2025 and not yet paid.

  1. Mayo ClinicRochester, MN

    Contribution to general operating support

    $4,000,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Health1 grant $1,000,00032% of the total
  2. Philanthropy and grantmaking1 grant $1,000,00032% of the total
  3. International aid1 grant $750,00024% of the total
  4. Sports and recreation1 grant $200,0006% of the total
  5. Education3 grants $160,5005% of the total
  6. Religion1 grant $10,425<1% of the total
  7. 1 other causes1 grant $10,000<1% of the total

By State

Grants to organizations with a US address, latest year.

  1. New York5 grants $3,317,748
  2. District of Columbia2 grants $1,000,000
  3. Minnesota1 grant $1,000,000
  4. Indiana2 grants $200,500
  5. Florida3 grants $120,425
  6. California1 grant $50,000
  7. Massachusetts1 grant $1,000

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • David E SimonTRUSTEE Hours 1Pay $0
  • Jacqueline S SimonTRUSTEE Hours 1Pay $0

The return

More foundations

Similar foundations

Same main cause (health), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. The Health Foundation of Greater Indianapolis IncIndianapolis, IN 38 grants Accepts applications $3,646,504 giving
  2. Indiana University Health Morgan IncIndianapolis, IN 5 grants Preselected only $11,065,076 giving
  3. The Albert G and Grace Hahn Educational Foundation of the Indiana Hospital AssocIndianapolis, IN 4 grants Accepts applications $1,587,706 giving
  4. Kosciusko 21st Century Foundation Inc aka K21 Health FoundationWinona Lake, IN 68 grants Accepts applications $4,794,422 giving
  5. Helen K Higgins Trust - Agency 006196Muncie, IN 13 grants Preselected only $4,272,400 giving