The California State Capitol

Form 990-PFTax year 2022EIN 68-0524905

Ronald M Simon Foundation

A private foundation in Newport Beach, CA. Its return for tax year 2022 lists 9 grants and $3 million paid in grants.

Tax year 2022 (period ending Dec 31, 2022), 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

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2022

    $3,025,837

    Grants listed
    9
    Assets, end of year
    $0
  • Tax year 2021

    $6,878,724

    Grants listed
    14
    Assets, end of year
    $7,421,820
  • Tax year 2020

    $7,214,302

    Grants listed
    16
    Assets, end of year
    $16,342,878
  • Tax year 2019

    $6,287,884

    Grants listed
    In an attachment
    Assets, end of year
    $23,967,220
  • Tax year 2018

    $7,739,245

    Grants listed
    In an attachment
    Assets, end of year
    $25,546,654
  • Tax year 2017

    $6,114,650

    Grants listed
    In an attachment
    Assets, end of year
    $33,386,572

Grants paid in 2022

9 grants, largest first

As listed on the return.

  1. Simon Scholars FoundationNewport Beach, CA

    General operating expenses

    $1,902,337
  2. Simon Charitable FoundationNewport Beach, CA

    General operating expenses

    $1,000,000
  3. Chapman UniversityOrange, CA

    General operating expenses

    $50,000
  4. Jewish Graduate Student InitiativeBeverly Hills, CA

    General operating expenses

    $32,500
  5. UCI FoundationIrvine, CA

    General operating expenses

    $25,000
  6. Taller San Jose Hope BuildersSanta Ana, CA

    General operating expenses

    $10,000
  7. The Wooden FloorSanta Ana, CA

    General operating expenses

    $3,000
  8. James Wilson InstituteAlexandria, VA

    General operating expenses

    $2,000
  9. Jim Saunders Nanea FundKailuakona, HI

    General operating expenses

    $1,000

Where the money goes

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

  1. Education5 grants $1,996,837100% of the total
  2. Arts and culture1 grant $3,000<1% of the total

By State

Grants to organizations with a US address, latest year.

  1. California7 grants $3,022,837
  2. District of Columbia1 grant $2,000
  3. Hawaii1 grant $1,000

Officers, directors and trustees

13 people as filed

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

  • Kathy Simon AbelsDIRECTOR Hours 0Pay $0
  • Steven H SimonDIRECTOR Hours 0Pay $0
  • Ronald SimonFOUNDING DIRECTOR Hours 5Pay $0
  • Gary SingerCHAIRMAN Hours 2.5Pay $0
  • James B FreedmanDIRECTOR Hours 0Pay $0
  • Gilbert E Levasseur JrDIRECTOR Hours 0Pay $0
  • Alex CalebreseDIRECTOR Hours 0Pay $0
  • Sandi SimonDIRECTOR Hours 0Pay $0
  • James L DotiDIRECTOR Hours 0Pay $0
  • Randy ThompsonTREASURER Hours 0Pay $0
  • Benjamin DrutmanDIRECTOR Hours 0Pay $0
  • James V MazzoDIRECTOR Hours 0Pay $0
  • Sheryl BourgeoisPRESIDENT Hours 0Pay $0

The return

More foundations

Similar foundations

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

  1. John Apostle & Helen Apostle FoundationNewport Beach, CA 20 grants Preselected only $1,820,000 giving
  2. The Donald Bren FoundationNewport Beach, CA 2 grants Preselected only $7,019,866 giving
  3. Maples Family FoundationNewport Beach, CA 5 grants Preselected only $1,168,000 giving
  4. Nancy and Geoffrey Stack Family FoundationNewport Beach, CA 15 grants Preselected only $1,120,500 giving
  5. Hans G& Thordis Wburkhardt FoundationNewport Beach, CA 1 grant Preselected only $1,050,000 giving