EIN 27-2399226

Ronald M Simon Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
7
Year formed
2011
Most recent tax filings
2023-06-01
NTEE code, primary
Description
The Kathy Simon Family Foundation is a private foundation based in Newport Beach, CA that facilitates students with difficult life and economic circumstances achieve their quest for higher education. The Foundation made four grants last year, including scholarships to university students.
Also known as...
Kathy Simon Family Foundation; Simon Scholars Foundation
Total revenues
$8,583,595
2023
Total expenses
$7,099,373
2023
Total assets
$7,639,915
2023
Num. employees
7
2023

Program areas at Ronald M Simon Family Foundation

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.

Grants made by Ronald M Simon Family Foundation

GranteeGrant descriptionAmount
Pacific SymphonyGeneral Operating Expenses$200,000
Choc FoundationGeneral Operating Expenses$26,544
Orangewood FoundationGeneral Operating Expenses$1,780

Who funds Ronald M Simon Family Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Ronald M Simon FoundationGeneral Operating Expenses$1,902,337
Orange County Community Foundation (OCCF)Education$550,000

Personnel at Ronald M Simon Family Foundation

NameTitleCompensation
Andres RoblesExecutive Director$133,269
Erika Lima EnzDirector of Program Operations / Director , College Ac$109,250
Martha Pamela RiveraSenior Director , Pro$132,608
Molly Francine MorinDirector of College$69,676
Martha RangelProgram Operations Manager
...and 7 more key personnel

Financials for Ronald M Simon Family Foundation

RevenuesFYE 06/2023
Total grants, contributions, etc.$8,405,838
Investment income and dividends$177,660
Net rental income$0
Net gain from sale of non-inventory assets$97
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$8,583,595

Form 990s for Ronald M Simon Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-03990PFView PDF
2022-062023-03-22990PFView PDF
2021-062022-07-11990PFView PDF
2020-062021-06-23990PFView PDF
2019-062021-06-09990PFView PDF
...and 8 more Form 990s
Data update history
August 19, 2024
Posted financials
Added Form 990PF for fiscal year 2023
August 8, 2024
Updated personnel
Identified 5 new personnel
July 10, 2024
Received grants
Identified 1 new grant, including a grant for $550,000 from Orange County Community Foundation (OCCF)
December 25, 2023
Received grants
Identified 1 new grant, including a grant for $1,902,337 from Ronald M Simon Foundation
June 17, 2023
Posted financials
Added Form 990PF for fiscal year 2022
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate operating foundationsCharities
Issues
Education
Characteristics
Provides grantsTax deductible donationsAccepts online donations
General information
Address
620 Newport Dr 12th Floor
Newport Beach, CA 92660
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Orange County, CA
Website URL
simonscholars.org/ 
Phone
(949) 373-3500
IRS details
EIN
27-2399226
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
2011
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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