Kathy Simon Family Foundation

Organization Overview

Kathy Simon Family Foundation is located in Newport Beach, CA. The organization was established in 2011. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Kathy Simon Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 06/2022, Kathy Simon Family Foundation generated $5.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.7% each year. All expenses for the organization totaled $4.9m during the year ending 06/2022. While expenses have increased by 4.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Since 2016, Kathy Simon Family Foundation has awarded 35 individual grants totaling $10,525,191. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

Mission & Program ActivityExcerpts From the 990PF Filing

TAX YEAR

2022

Describe the Organization's Program Activity:

Part 3 - Line 4a

THE SIMON SCHOLARSHIP PROGRAM FACILITATES STUDENTS WITH DIFFICULT LIFE AND ECONOMIC CIRCUMSTANCES IN THEIR QUESTS TO ACHIEVE THE AMERICAN DREAM THROUGH A COLLEGE EDUCATION. SCHOLARSHIPS ARE PROVIDED FOR TUITION, EXPENSES AND LIFE-SKILLS DEVELOPMENT.


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Financial Statements

Statement of Revenue
Contributions, Gifts, Grants & Similar $5,064,624
Interest on Savings $32,679
Dividends & Interest $0
Net Rental Income$0
Net Gain on Sale of Assets $0
Capital Gain Net Income $0
Net ST Capital Gain $0
Income Modifications $0
Profit on Inventory Sales $0
Other Income $0
Total Revenue $5,097,303

Grants Awarded

Over the last fiscal year, Kathy Simon Family Foundation has awarded $1,487,293 in support to 3 organizations.

Grant RecipientAmount

SCHOLARSHIPS TO UNIVERSITY STUDENTS

PURPOSE: TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE.

$1,433,183

SCHOLARSHIPS TO HIGH SCHOOL STUDENT

PURPOSE: TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE.

$47,610

CHARITABLE VENTURES OF ORANGE COUNTY

PURPOSE: TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE.

$6,500
View Grant Profile

Grants Recieved

Over the last fiscal year, we have identified 2 grants that Kathy Simon Family Foundation has recieved totaling $5,064,624.

Awarding OrganizationAmount
Simon Foundation For Education And Housing

Newport Beach, CA

PURPOSE: GENERAL OPERATING EXPENSES

$3,276,912
Simon Foundation For Education And Housing

Newport Beach, CA

PURPOSE: GENERAL OPERATING EXPENSES

$1,787,712
View Grant Recipient Profile

Peer Organizations

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