Grants paid by Kathy Simon Family Foundation
EIN 27-2399226 · Newport Beach, CA · Form 990-PF, Part XV · NTEE B82
Kathy Simon Family Foundation of Newport Beach, CA (EIN 27-2399226) reported 70 grants paid totaling $13,401,762 to 41 recipients in tax years 2018–2025, on Form 990-PF, Part XV. It also reported $6,401,019 approved for future payment, which is listed separately and not included in the total. Derived from IRS e-file data, dataset version 2026.09.0, built 2026-09-03.
Grants paid
$13,401,762
70 grants
Recipients
41
distinct organizations
Tax years
2018–2025
7 filings in the corpus
Approved for future payment
$6,401,019
3 commitments · not included in grants paid
By tax year
| Tax year | Grants paid | Amount paid | Approved for future |
|---|---|---|---|
| 2018 | 5 | $1,140,123 | — |
| 2020 | 4 | $1,408,003 | — |
| 2021 | 4 | $1,541,604 | — |
| 2022 | 3 | $1,487,293 | — |
| 2023 | 9 | $1,849,170 | $180,550 |
| 2024 | 17 | $2,628,705 | $5,810,879 |
| 2025 | 28 | $3,346,864 | $409,590 |
Top recipients
The 41 recipients receiving the most from Kathy Simon Family Foundation, by grants paid, out of 41 distinct recipients.
| Recipient | Match | Location | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| Scholarships to University Students | U | San Clemente, CA | 7 | $10,201,144 | 2025 |
| Orange County Music and Dance Inc 81-3275405 | B | Irvine, CA | 1 | $1,000,000 | 2025 |
| Simon Builders Program - See Attached Detail | U | Newport Beach, CA | 2 | $585,110 | 2025 |
| Pacific Symphony 95-3635496 | B | Irvine, CA | 2 | $325,000 | 2024 |
| Scholarships to High School Student | U | San Clemente, CA | 5 | $275,081 | 2023 |
| Young Lives Redeemed 47-1849084 | B | Fullerton, CA | 2 | $125,000 | 2025 |
| Chapman University | U | Orange, CA | 2 | $120,000 | 2025 |
| Kherut 83-2816420 | B | Anaheim, CA | 1 | $100,000 | 2024 |
| Community Service Project Hope Alliance | U | Costa Mesa, CA | 3 | $82,887 | 2025 |
| Casa Teresa Inc 95-3251986 | B | Orange, CA | 2 | $65,005 | 2025 |
| Teen Project 30-0421837 | C | Sun Valley Ca, CA | 1 | $53,000 | 2025 |
| Bracken's Chicken 46-2633171 | C | Garden Grove, CA | 1 | $50,368 | 2025 |
| Veteran's Relief Foundation 85-2079313 | B | Laguna Hills, CA | 1 | $50,000 | 2025 |
| Uc Irvine Foundation | U | Irvine, CA | 2 | $50,000 | 2025 |
| Choc Children's Foundation | U | Orange, CA | 2 | $39,171 | 2025 |
| Impactgiving 86-1242660 | C | Menifee, CA | 2 | $31,557 | 2025 |
| Pretend City the Children's Museum of Orange County 33-0761254 | B | Irvine, CA | 1 | $27,700 | 2025 |
| Choc Foundation 95-6097416 | B | Orange, CA | 1 | $26,544 | 2023 |
| Charitable Ventures of Orange County 20-8756660 | C | Santa Ana, CA | 4 | $25,000 | 2024 |
| The Literacy Project 33-0395322 | C | Newport Beach, CA | 1 | $20,000 | 2025 |
| Hope Builders 26-0534815 | D | Santa Ana, CA | 2 | $20,000 | 2025 |
| Hispanic 100 Foundation 46-1962620 | B | Irvine, CA | 2 | $18,970 | 2025 |
| Big Brothers Big Sisters of Orange County | U | Santa Ana, CA | 1 | $15,000 | 2020 |
| Illumination Foundation 81-2103843 | D | Santa Ana, CA | 2 | $14,143 | 2025 |
| Southern California Hospice Foundation 04-3720198 | C | Costa Mesa, CA | 1 | $10,000 | 2025 |
| California State Philanthropic Foundation | U | Fullerton, CA | 2 | $10,000 | 2020 |
| California Hispanic Chamber of Commerce 37-1561859 | C | Sacramento, CA | 1 | $10,000 | 2025 |
| Simon Builders Program | U | Newport Beach, CA | 1 | $9,990 | 2023 |
| North Orange County Rop Grants | U | Anaheim, CA | 1 | $9,098 | 2023 |
| City of Hope | U | Duarte, CA | 1 | $7,500 | 2025 |
| The Wooden Floor | U | Santa Ana, CA | 2 | $7,080 | 2025 |
| Simon Scholars Foundation 26-0604831 | D | Newport Beach, CA | 2 | $3,028 | 2025 |
| Arts & Learning Corporation 73-1724164 | B | Costa Mesa, CA | 1 | $2,510 | 2025 |
| Miracles for Kids 91-2160616 | B | Irvine, CA | 1 | $2,500 | 2024 |
| Ceo Leadership Alliance Orange County 87-3516668 | B | Laguna Beach, CA | 1 | $2,500 | 2021 |
| Orangewood Foundation 95-3616628 | B | Santa Ana, CA | 1 | $1,780 | 2023 |
| Boys and Girls Club | U | Atlanta, GA | 1 | $1,500 | 2025 |
| Big Brothers Big Sisters of Orange County and the Inland Empire 95-1992702 | B | Santa Ana, CA | 1 | $1,061 | 2025 |
| National Hispanic Business Women Association 33-0959253 | C | Santa Ana, CA | 1 | $1,000 | 2018 |
| Cannine Companion | U | Santa Rosa, CA | 1 | $1,000 | 2025 |
| Orange County Community Foundation 33-0378778 | B | Irvine, CA | 1 | $535 | 2025 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Every grant
All 73 grant rows this organization reported, most recent first.
| Tax year | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|
| 2025 | Scholarships to University Students San Clemente, CA | U | $1,737,251 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Orange County Music and Dance Inc Irvine, CA | B | $1,000,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Accrue Chapman Pa Pledge 2025-2029 Orange, CA | U | $409,590 | approved, future | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Chapman University Orange, CA | U | $110,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Community Service Project Hope Alliance Costa Mesa, CA | U | $75,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Young Lives Redeemed Fullerton, CA | B | $75,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Teen Project Sun Valley Ca, CA | C | $53,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Bracken's Chicken Garden Grove, CA | C | $50,368 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Veteran's Relief Foundation Laguna Hills, CA | B | $50,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Choc Children's Foundation Orange, CA | U | $34,171 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Pretend City the Children's Museum of Orange County Irvine, CA | B | $27,700 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Uc Irvine Foundation Irvine, CA | U | $25,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Impactgiving Menifee, CA | C | $23,805 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | The Literacy Project Newport Beach, CA | C | $20,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | California Hispanic Chamber of Commerce Sacramento, CA | C | $10,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Hope Builders Santa Ana, CA | D | $10,000 | paid | GENERAL OPERATING EXPENSES | 202600499349100515 |
| 2025 | Southern California Hospice Foundation Costa Mesa, CA | C | $10,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Hispanic 100 Foundation Irvine, CA | B | $10,000 | paid | GENERAL OPERATING EXPENSES | 202600499349100515 |
| 2025 | City of Hope Duarte, CA | U | $7,500 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Casa Teresa Inc Orange, CA | B | $5,005 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | The Wooden Floor Santa Ana, CA | U | $4,080 | paid | GENERAL OPERATING EXPENSES | 202600499349100515 |
| 2025 | Arts & Learning Corporation Costa Mesa, CA | B | $2,510 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Boys and Girls Club Atlanta, GA | U | $1,500 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Illumination Foundation Santa Ana, CA | D | $1,076 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Big Brothers Big Sisters of Orange County and the Inland Empire Santa Ana, CA | B | $1,061 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Simon Scholars Foundation Newport Beach, CA | D | $1,028 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Cannine Companion Santa Rosa, CA | U | $1,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Orange County Community Foundation Irvine, CA | B | $535 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2025 | Simon Builders Program - See Attached Detail Newport Beach, CA | U | $274 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202600499349100515 |
| 2024 | Accrue Chapman Pa Pledge 2025-2029 Orange, CA | U | $5,810,879 | approved, future | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202521359349102117 |
| 2024 | Scholarships to University Students San Clemente, CA | U | $1,629,678 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202521359349102117 |
| 2024 | Simon Builders Program - See Attached Detail Newport Beach, CA | U | $584,836 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202521359349102117 |
| 2024 | Pacific Symphony Irvine, CA | B | $125,000 | paid | GENERAL OPERATING EXPENSES | 202521359349102117 |
| 2024 | Kherut Anaheim, CA | B | $100,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202521359349102117 |
| 2024 | Casa Teresa Inc Orange, CA | B | $60,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202521359349102117 |
| 2024 | Young Lives Redeemed Fullerton, CA | B | $50,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202521359349102117 |
| 2024 | Uc Irvine Foundation Irvine, CA | U | $25,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202521359349102117 |
| 2024 | Hope Builders Santa Ana, CA | D | $10,000 | paid | GENERAL OPERATING EXPENSES | 202521359349102117 |
| 2024 | Chapman University Orange, CA | U | $10,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202521359349102117 |
| 2024 | Hispanic 100 Foundation Irvine, CA | B | $8,970 | paid | GENERAL OPERATING EXPENSES | 202521359349102117 |
| 2024 | Impactgiving Menifee, CA | C | $7,752 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202521359349102117 |
| 2024 | Choc Children's Foundation Orange, CA | U | $5,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202521359349102117 |
| 2024 | Charitable Ventures of Orance County Santa Ana, CA | C | $3,500 | paid | GENERAL OPERATING EXPENSES | 202521359349102117 |
| 2024 | The Wooden Floor Santa Ana, CA | U | $3,000 | paid | GENERAL OPERATING EXPENSES | 202521359349102117 |
| 2024 | Miracles for Kids Irvine, CA | B | $2,500 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202521359349102117 |
| 2024 | Simon Scholars Foundation Newport Beach, CA | D | $2,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202521359349102117 |
| 2024 | Community Service Project Hope Alliance Costa Mesa, CA | U | $1,469 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202521359349102117 |
| 2023 | Scholarships to University Students San Clemente, CA | U | $1,506,353 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202411249349100236 |
| 2023 | Pacific Symphony Irvine, CA | B | $200,000 | paid | GENERAL OPERATING EXPENSES | 202411249349100236 |
| 2023 | Present Value Adjustment - Grants Payable Newport Beach, CA | U | $180,550 | approved, future | GENERAL OPERATING EXPENSES | 202411249349100236 |
| 2023 | Scholarships to High School Student San Clemente, CA | U | $86,487 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202411249349100236 |
| 2023 | Choc Foundation Orange, CA | B | $26,544 | paid | GENERAL OPERATING EXPENSES | 202411249349100236 |
| 2023 | Simon Builders Program Newport Beach, CA | U | $9,990 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202411249349100236 |
| 2023 | North Orange County Rop Grants Anaheim, CA | U | $9,098 | paid | GENERAL OPERATING EXPENSES | 202411249349100236 |
| 2023 | Community Service Project Hope Alliance Costa Mesa, CA | U | $6,418 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202411249349100236 |
| 2023 | Charitable Ventures of Orance County Santa Ana, CA | C | $2,500 | paid | GENERAL OPERATING EXPENSES | 202411249349100236 |
| 2023 | Orangewood Foundation Santa Ana, CA | B | $1,780 | paid | GENERAL OPERATING EXPENSES | 202411249349100236 |
| 2022 | Scholarships to University Students San Clemente, CA | U | $1,433,183 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202310819349100111 |
| 2022 | Scholarships to High School Student San Clemente, CA | U | $47,610 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202310819349100111 |
| 2022 | Charitable Ventures of Orange County Santa Ana, CA | C | $6,500 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202310819349100111 |
| 2021 | Scholarships to University Students San Clemente, CA | U | $1,455,558 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202201369349103870 |
| 2021 | Scholarships to High School Student San Clemente, CA | U | $71,046 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202201369349103870 |
| 2021 | Charitable Ventures of Orange County Santa Ana, CA | C | $12,500 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202201369349103870 |
| 2021 | Ceo Leadership Alliance Orange County Laguna Beach, CA | B | $2,500 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202201369349103870 |
| 2020 | Scholarships to University Students San Clemente, CA | U | $1,374,835 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202101349349102645 |
| 2020 | Big Brothers Big Sisters of Orange County Santa Ana, CA | U | $15,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202101349349102645 |
| 2020 | Scholarships to High School Student San Clemente, CA | U | $13,168 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202101349349102645 |
| 2020 | California State Philanthropic Foundation Fullerton, CA | U | $5,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 202101349349102645 |
| 2018 | Scholarships to University Students San Clemente, CA | U | $1,064,286 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 201931099349100603 |
| 2018 | Scholarships to High School Student San Clemente, CA | U | $56,770 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 201931099349100603 |
| 2018 | Illumination Foundation Orange, CA | D | $13,067 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 201931099349100603 |
| 2018 | California State Philanthropic Foundation Fullerton, CA | U | $5,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 201931099349100603 |
| 2018 | National Hispanic Business Women Association Santa Ana, CA | C | $1,000 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | 201931099349100603 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Recipient matching for this dataset version has not yet completed its independent precision check. Tier A rows carry the EIN the filer reported; tiers B–D are the matcher's inference and should be read as leads until the check is published on the methodology page.
Source filings
Every figure above is traceable to one of these IRS e-file returns by its OBJECT_ID.
| Form | Tax year | Period end | Filed | Schema | IRS OBJECT_ID |
|---|---|---|---|---|---|
| 990PF | 2025 | 2025-06-30 | not stated | 2024v5.5 | 202600499349100515 |
| 990PF | 2024 | 2024-06-30 | not stated | 2023v6.0 | 202521359349102117 |
| 990PF | 2023 | 2023-06-30 | not stated | 2022v5.0 | 202411249349100236 |
| 990PF | 2022 | 2022-06-30 | not stated | 2021v4.2 | 202310819349100111 |
| 990PF | 2021 | 2021-06-30 | not stated | 2020v4.2 | 202201369349103870 |
| 990PF | 2020 | 2020-06-30 | not stated | 2019v5.2 | 202101349349102645 |
| 990PF | 2018 | 2018-06-30 | not stated | 2017v2.3 | 201931099349100603 |
Derived from IRS Form 990-PF e-file XML; recipient identities from the IRS Exempt Organizations Business Master File. Dataset version 2026.09.0, built 2026-09-03. The same rows as Parquet: manifest; as JSON: /api/funders/272399226.json.
The same organization elsewhere in the program: exempt status and filing health · federal awards · grant guidance · open opportunities.
This is informational only, derived from public data on the dates shown. It is not an eligibility determination, and not legal, tax, or accounting advice. Verify against the official source before relying on it.