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Form 990-PFTax year 2025EIN 82-2992313

Margo Simons Family Foundation

A private foundation in Cincinnati, OH. Its return for tax year 2025 lists 9 grants and $210,000 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

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 2025

    $210,000

    Grants listed
    9
    Assets, end of year
    $3,785,284
  • Tax year 2024

    $127,400

    Grants listed
    7
    Assets, end of year
    $3,871,120
  • Tax year 2023

    $92,600

    Grants listed
    6
    Assets, end of year
    $3,281,236
  • Tax year 2022

    $133,500

    Grants listed
    7
    Assets, end of year
    $3,349,450
  • Tax year 2021

    $140,000

    Grants listed
    7
    Assets, end of year
    $3,280,704
  • Tax year 2020

    $55,000

    Grants listed
    3
    Assets, end of year
    $3,302,913
  • Tax year 2019

    $3,874,234

    Grants listed
    15
    Assets, end of year
    $3,325,623
  • Tax year 2018

    $30,000

    Grants listed
    2
    Assets, end of year
    $6,975,118

Grants paid in 2025

9 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. St Helena Community ChurchSaint Helena, CA

    General & Unrestricted

    $50,000
  2. St Helena Hospital FoundationSaint Helena, CA

    Cancer Center

    $25,000
  3. The York Land TrustYork, ME

    General & Unrestricted

    $25,000
  4. St Helena Beautification FoundationSaint Helena, CA

    General & Unrestricted

    $25,000
  5. Individual

    President's Strategic Initiative Op Fd

    $25,000
  6. Goodwin Living FoundationAlexandria, VA

    General & Unrestricted

    $20,000
  7. Individual

    General & Unrestricted

    $15,000
  8. Individual

    General & Unrestricted

    $15,000
  9. Xerces SocietyPortland, OR

    General & Unrestricted

    $10,000

Where the money goes

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

  1. Environment1 grant $25,00031% of the total
  2. Health1 grant $25,00031% of the total
  3. Human services1 grant $20,00025% of the total
  4. Animals1 grant $10,00012% of the total

By State

Grants to organizations with a US address, latest year.

  1. California3 grants $100,000
  2. Maine1 grant $25,000
  3. Virginia1 grant $20,000
  4. Oregon1 grant $10,000

Officers, directors and trustees

2 people as filed

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

  • Margo L SimonsPresident Hours 0.5Pay $0
  • Elizabeth EmgeSecretary Hours 0.5Pay $0

The return

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