The Michigan State Capitol

Form 990-PFTax year 2024EIN 27-0581002

The Sam & Nada Simon Foundation

A private foundation in Birmingham, MI. Its return for tax year 2024 lists 20 grants and $117,031 paid in grants.

Tax year 2024 (period ending Jun 30, 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

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $117,031

    Grants listed
    20
    Assets, end of year
    $33,399
  • Tax year 2023

    $99,491

    Grants listed
    12
    Assets, end of year
    $18,478
  • Tax year 2022

    $60,634

    Grants listed
    17
    Assets, end of year
    $24,557
  • Tax year 2021

    $51,058

    Grants listed
    12
    Assets, end of year
    $15,994
  • Tax year 2020

    $65,627

    Grants listed
    20
    Assets, end of year
    $7,453
  • Tax year 2019

    $35,460

    Grants listed
    11
    Assets, end of year
    $5,686
  • Tax year 2018

    $52,000

    Grants listed
    16
    Assets, end of year
    $35,427
  • Tax year 2017

    $13,250

    Grants listed
    6
    Assets, end of year
    $22,457

Grants paid in 2024

20 grants, largest first

As listed on the return.

  1. De La Salle CollegiateWarren, MI

    Tuition/ scholarship program (3) individuals

    $39,000
  2. Houston Base Party February 2025Houston, TX

    Houston base party february 25, 2024

    $30,701
  3. Piquette Square for VeteransDetroit, MI

    Supports homeless veterans

    $13,504
  4. Tuskegee UniversityTuskegee Institute, AL

    Tuition for student michael perry

    $8,000
  5. Women of TomorrowMiami, FL

    Mentor & scholarship program

    $5,000
  6. One Church Bethel's FamilyHouston, TX

    Donation to church

    $4,500
  7. Pentagon USAAtlanta, GA

    Bulletin

    $2,995
  8. Relentless Soccer ClubNew Braunfels, TX

    Bronze sponsorship

    $2,500
  9. Houston Independent School DistrictHouston, TX

    Houston police explorer program

    $2,100
  10. Harbor Christian AcademyHouston, TX

    Donation enrichment trip needs for school

    $1,700
  11. United Community Family ServicesTroy, MI

    Empowering people in need

    $1,500
  12. Asia LanayWyandotte, MI

    Cleaning, personal supplies for house

    $1,195
  13. Taylor Public School FoundationTaylor, MI

    Taylor public schools foundation's dueling pianos fundraiser

    $1,000
  14. Salvation ArmyHutchinson, KS

    Donation to kroger

    $1,000
  15. Greater Flint Hockey AssociationGrand Blanc, MI

    Sponsorship hockey association

    $500
  16. Our Neighborhood AcademyBerkley, MI

    Sponsoring school for young adults with special needs

    $500
  17. Autistic School AssociationPlymouth, MI

    Donation to school

    $500
  18. Robert J West Jr Middle SchoolTaylor, MI

    Donation for 8th grade DC trip

    $500
  19. Junior League World SeriesTaylor, MI

    Volunrtarily assistance of those who will participate in little league baseball and softball

    $200
  20. Wreaths Across America FMSNew Baltimore, MI

    Wreaths for veterans gravesites at ST mary's and oakwood cemeteries in new baltimore, mi

    $136

Where the money goes

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

  1. Education2 grants $9,70091% of the total
  2. Human services1 grant $5005% of the total
  3. Sports and recreation1 grant $5005% of the total

By State

Grants to organizations with a US address, latest year.

  1. Michigan11 grants $58,535
  2. Texas5 grants $41,501
  3. Alabama1 grant $8,000
  4. Florida1 grant $5,000
  5. Georgia1 grant $2,995
  6. Kansas1 grant $1,000

Officers, directors and trustees

3 people as filed

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

  • Sam SimonPRESIDENT AND TREASURER Hours 0.2Pay $0
  • Nada SimonVICE PRESIDENT Hours 0.95Pay $0
  • Mike EvansSECRETARY Hours 0.2Pay $0

The return

More foundations

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

  1. Oakland Civic Charities FoundationBirmingham, MI 6 grants Preselected only $172,000 giving
  2. The Holley FoundationBirmingham, MI 9 grants Accepts applications $198,000 giving
  3. Trott FoundationBirmingham, MI 25 grants Preselected only $205,500 giving
  4. Car Dealers Care National FoundatioBirmingham, MI 2 grants Preselected only $290,462 giving
  5. Antakli-Kratage Family FoundationBirmingham, MI 11 grants Preselected only $36,350 giving