Grants paid by Simon Foundation for Education and Housing
EIN 68-0524905 · CA · Form 990-PF, Part XV
Simon Foundation for Education and Housing of CA (EIN 68-0524905) reported 28 grants paid totaling $30,381,918 to 19 recipients in tax years 2018–2022, on Form 990-PF, Part XV. It also reported $8,561,467 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
$30,381,918
28 grants
Recipients
19
distinct organizations
Tax years
2018–2022
5 filings in the corpus
Approved for future payment
$8,561,467
3 commitments · not included in grants paid
By tax year
| Tax year | Grants paid | Amount paid | Approved for future |
|---|---|---|---|
| 2018 | 1 | $6,114,650 | — |
| 2019 | 1 | $7,739,245 | $65,000 |
| 2020 | 1 | $6,287,884 | $7,438,997 |
| 2021 | 16 | $7,214,302 | $1,057,470 |
| 2022 | 9 | $3,025,837 | — |
Top recipients
The 19 recipients receiving the most from Simon Foundation for Education and Housing, by grants paid, out of 19 distinct recipients.
| Recipient | Match | Location | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| Grants - See Attached | U | Newport Beach, CA | 3 | $20,141,779 | 2020 |
| Simon Family Foundation | U | Newport Beach, CA | 2 | $5,222,452 | 2021 |
| Simon Charitable Foundation | U | Newport Beach, CA | 3 | $2,672,100 | 2022 |
| Simon Scholars Foundation 26-0604831 | D | Newport Beach, CA | 1 | $1,902,337 | 2022 |
| Chapman University | U | Orange, CA | 3 | $195,000 | 2022 |
| Pacific Symphony 95-3635496 | B | Irvine, CA | 1 | $100,000 | 2021 |
| Jewish Graduate Student Initiative 80-0716359 | C | Los Angeles, CA | 2 | $57,500 | 2022 |
| Uci Foundation | U | Irvine, CA | 1 | $25,000 | 2022 |
| Horatio Alger Association | U | Alexandria, VA | 1 | $20,000 | 2021 |
| Taller San Jose Hope Builders 59-3816355 | B | Santa Ana, CA | 2 | $20,000 | 2022 |
| Southern California Hospice Foundation 04-3720198 | C | Costa Mesa, CA | 1 | $10,000 | 2021 |
| Association of Fundraising Professionals 33-0261130 | B | Fountain Valley, CA | 1 | $5,000 | 2021 |
| The Wooden Floor | U | Santa Ana, CA | 1 | $3,000 | 2022 |
| Samueli Academy 45-3866750 | B | Santa Ana, CA | 1 | $2,500 | 2021 |
| James Wilson Institute | U | Washington, DC | 1 | $2,000 | 2022 |
| Jim Saunders Nanea Fund 86-2233233 | D | Kailuakona, HI | 1 | $1,000 | 2022 |
| Kathi Koll Foundation 87-1987234 | C | Newport Beach, CA | 1 | $1,000 | 2021 |
| The Newport Beach Public Library Foundation | U | Newport Beach, CA | 1 | $1,000 | 2021 |
| Hispanic 100 Foundation 46-1962620 | C | San Clemente, CA | 1 | $250 | 2021 |
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 31 grant rows this organization reported, most recent first.
| Tax year | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|
| 2022 | Simon Scholars Foundation Newport Beach, CA | D | $1,902,337 | paid | GENERAL OPERATING EXPENSES | 202343179349101364 |
| 2022 | Simon Charitable Foundation Newport Beach, CA | U | $1,000,000 | paid | GENERAL OPERATING EXPENSES | 202343179349101364 |
| 2022 | Chapman University Orange, CA | U | $50,000 | paid | GENERAL OPERATING EXPENSES | 202343179349101364 |
| 2022 | Jewish Graduate Student Initiative Los Angeles, CA | C | $32,500 | paid | GENERAL OPERATING EXPENSES | 202343179349101364 |
| 2022 | Uci Foundation Irvine, CA | U | $25,000 | paid | GENERAL OPERATING EXPENSES | 202343179349101364 |
| 2022 | Taller San Jose Hope Builders Santa Ana, CA | B | $10,000 | paid | GENERAL OPERATING EXPENSES | 202343179349101364 |
| 2022 | The Wooden Floor Santa Ana, CA | U | $3,000 | paid | GENERAL OPERATING EXPENSES | 202343179349101364 |
| 2022 | James Wilson Institute Washington, DC | U | $2,000 | paid | GENERAL OPERATING EXPENSES | 202343179349101364 |
| 2022 | Jim Saunders Nanea Fund Kailuakona, HI | D | $1,000 | paid | GENERAL OPERATING EXPENSES | 202343179349101364 |
| 2021 | Simon Family Foundation Newport Beach, CA | U | $3,535,226 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Simon Family Foundation Newport Beach, CA | U | $1,687,226 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Present Value Adjustment - Grants Payable Newport Beach, CA | U | $1,057,470 | approved, future | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Simon Charitable Foundation Newport Beach, CA | U | $836,500 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Simon Charitable Foundation Newport Beach, CA | U | $835,600 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Pacific Symphony Irvine, CA | B | $100,000 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Chapman University Orange, CA | U | $100,000 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Chapman University Orange, CA | U | $45,000 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Jewish Graduate Student Initiative Los Angeles, CA | C | $25,000 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Horatio Alger Association Alexandria, VA | U | $20,000 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Taller San Jose Hope Builders Santa Ana, CA | B | $10,000 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Southern California Hospice Foundation Costa Mesa, CA | C | $10,000 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Association of Fundraising Professionals Fountain Valley, CA | B | $5,000 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Samueli Academy Santa Ana, CA | B | $2,500 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | The Newport Beach Public Library Foundation Newport Beach, CA | U | $1,000 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Kathi Koll Foundation Newport Beach, CA | C | $1,000 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2021 | Hispanic 100 Foundation San Clemente, CA | C | $250 | paid | GENERAL OPERATING EXPENSES | 202220699349100707 |
| 2020 | Grants - See Attached Newport Beach, CA | U | $7,438,997 | approved, future | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE | 202130709349100703 |
| 2020 | Grants - See Attached Newport Beach, CA | U | $6,287,884 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE | 202130709349100703 |
| 2019 | Grants - See Attached Newport Beach, CA | U | $7,739,245 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE | 202041289349101604 |
| 2019 | Grants - See Attached Newport Beach, CA | U | $65,000 | approved, future | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE | 202041289349101604 |
| 2018 | Grants - See Attached Newport Beach, CA | U | $6,114,650 | paid | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE | 201931359349102703 |
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 | 2022 | 2022-12-31 | not stated | 2022v5.0 | 202343179349101364 |
| 990PF | 2021 | 2021-06-30 | not stated | 2020v4.2 | 202220699349100707 |
| 990PF | 2020 | 2020-06-30 | not stated | 2019v5.1 | 202130709349100703 |
| 990PF | 2019 | 2019-06-30 | not stated | 2018v3.1 | 202041289349101604 |
| 990PF | 2018 | 2018-06-30 | not stated | 2017v2.3 | 201931359349102703 |
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/680524905.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.