Grants paid by Margo Simons Family Foundation
EIN 82-2992313 · Cincinnati, CA · Form 990-PF, Part XV · NTEE T20
Margo Simons Family Foundation of Cincinnati, CA (EIN 82-2992313) reported 52 grants paid totaling $4,621,734 to 32 recipients in tax years 2018–2025, on Form 990-PF, Part XV. Derived from IRS e-file data, dataset version 2026.09.0, built 2026-09-03.
Grants paid
$4,621,734
52 grants
Recipients
32
distinct organizations
Tax years
2018–2025
8 filings in the corpus
By tax year
| Tax year | Grants paid | Amount paid | Approved for future |
|---|---|---|---|
| 2018 | 2 | $30,000 | — |
| 2019 | 15 | $3,874,234 | — |
| 2020 | 3 | $55,000 | — |
| 2021 | 7 | $140,000 | — |
| 2022 | 6 | $123,500 | — |
| 2023 | 5 | $91,600 | — |
| 2024 | 7 | $127,400 | — |
| 2025 | 7 | $180,000 | — |
Top recipients
The 32 recipients receiving the most from Margo Simons Family Foundation, by grants paid, out of 32 distinct recipients.
| Recipient | Match | Location | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| Schwab Charitable Fund | U | San Francisco, CA | 1 | $3,609,234 | 2019 |
| Mayo Clinic | U | Rochester, MN | 5 | $125,000 | 2025 |
| St Helena Hospital Foundation 20-1384250 | B | St Helena, CA | 4 | $122,600 | 2025 |
| York Land Trust Inc 22-2793161 | B | York, ME | 5 | $100,000 | 2025 |
| Heard Museum 86-0107517 | B | Phoenix, AZ | 3 | $80,000 | 2020 |
| St Helena Community Church 93-4485494 | B | Saint Helena, CA | 2 | $75,000 | 2025 |
| St Helena Beautification Foundation 94-2506645 | B | St Helena, CA | 3 | $55,000 | 2025 |
| Yountville Community Church 68-0260460 | B | Yountville, CA | 2 | $50,000 | 2023 |
| Boys Hope Girls Hope | U | Phoenix, AZ | 1 | $35,000 | 2019 |
| Hoffman Institute Foundation 33-0627187 | B | San Rafael, CA | 2 | $30,000 | 2020 |
| French-American Cultural Foundation 52-2109476 | B | Washington, DC | 2 | $29,000 | 2023 |
| Amistad International 94-2737593 | B | Auburn, CA | 1 | $25,000 | 2019 |
| Montessori Origina Foundation 88-2135182 | C | St Helena, CA | 1 | $25,000 | 2023 |
| Invictus Fund Nv 82-3199730 | B | Saint Helena, CA | 1 | $25,000 | 2021 |
| Fractured Atlas Inc 11-3451703 | B | New York, NY | 1 | $24,900 | 2024 |
| Goodwin Living Foundation | U | Alexandria, VA | 1 | $20,000 | 2025 |
| Homestretch Inc 54-1894391 | B | Falls Chruch, VA | 1 | $15,000 | 2019 |
| Cincinnati Park Foundation 31-1429016 | C | Cincinnati, OH | 1 | $15,000 | 2019 |
| Leukemia & Lymphoma Society Inc - Tri-State Southe | U | Cincinnati, OH | 1 | $15,000 | 2019 |
| The Napa Comm Firewise Fdn | U | Napa, CA | 1 | $15,000 | 2023 |
| George Mark Childrens Fund 94-3255845 | B | San Leandro, CA | 1 | $15,000 | 2021 |
| Project Veritas | U | Washington, DC | 1 | $15,000 | 2022 |
| Minnesotans Military Appreciation Fund 20-1935180 | B | Minneapolis, MN | 1 | $15,000 | 2019 |
| Mount Claret Roman Catholic Retreat Center Phoenix 32-0268278 | B | Phoenix, AZ | 1 | $15,000 | 2019 |
| Xerces Society 51-0175253 | B | Portland, OR | 2 | $12,500 | 2025 |
| Neptune Swimming Foundation 82-4291455 | B | Scottsdale, AZ | 1 | $10,000 | 2019 |
| Wine Country Aquatics of Napa | U | Napa, CA | 1 | $10,000 | 2019 |
| Center for Conservative Women 26-2188653 | D | Herndon, VA | 1 | $10,000 | 2024 |
| Muttville 26-0416747 | C | San Francisco, CA | 1 | $10,000 | 2019 |
| The V Foundation 13-3705951 | B | Cary, NC | 1 | $10,000 | 2021 |
| Stephen Siller Tunnel to Towers Foundation 02-0554654 | B | Staten Island, NY | 1 | $5,000 | 2019 |
| Xerces Society Inc | U | Washington, DC | 1 | $3,500 | 2022 |
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 52 grant rows this organization reported, most recent first.
| Tax year | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|
| 2025 | St Helena Community Church Saint Helena, CA | B | $50,000 | paid | General & Unrestricted | 202641539349100719 |
| 2025 | The York Land Trust York, ME | B | $25,000 | paid | General & Unrestricted | 202641539349100719 |
| 2025 | Mayo Clinic Rochester, MN | U | $25,000 | paid | President's Strategic Initiative Op Fd | 202641539349100719 |
| 2025 | St Helena Beautification Foundation St Helena, CA | B | $25,000 | paid | General & Unrestricted | 202641539349100719 |
| 2025 | St Helena Hospital Foundation St Helena, CA | B | $25,000 | paid | Cancer Center | 202641539349100719 |
| 2025 | Goodwin Living Foundation Alexandria, VA | U | $20,000 | paid | General & Unrestricted | 202641539349100719 |
| 2025 | Xerces Society Portland, OR | B | $10,000 | paid | General & Unrestricted | 202641539349100719 |
| 2024 | Mayo Clinic Rochester, MN | U | $25,000 | paid | President's Strategic Initiative Op Fd | 202500619349100705 |
| 2024 | St Helena Hospital Foundation St Helena, CA | B | $25,000 | paid | Cancer Center | 202500619349100705 |
| 2024 | St Helena Community Church Saint Helena, CA | B | $25,000 | paid | General & Unrestricted | 202500619349100705 |
| 2024 | Fractured Atlas Inc New York, NY | B | $24,900 | paid | Barren Grounds restricted fund | 202500619349100705 |
| 2024 | St Helena Beautification Foundation St Helena, CA | B | $15,000 | paid | General & Unrestricted | 202500619349100705 |
| 2024 | Center for Conservative Women Herndon, VA | D | $10,000 | paid | Clare Boothe Luce Center | 202500619349100705 |
| 2024 | Xerces Society Portland, OR | B | $2,500 | paid | General & Unrestricted | 202500619349100705 |
| 2023 | Montessori Origina Foundation St Helena, CA | C | $25,000 | paid | General & Unrestricted | 202422259349100957 |
| 2023 | Yountville Community Church Yountville, CA | B | $25,000 | paid | General & Unrestricted | 202422259349100957 |
| 2023 | St Helena Hospital Foundation St Helena, CA | B | $22,600 | paid | General & Unrestricted | 202422259349100957 |
| 2023 | The Napa Comm Firewise Fdn Napa, CA | U | $15,000 | paid | General & Unrestricted | 202422259349100957 |
| 2023 | French-American Cultural Foundation Washington, DC | B | $4,000 | paid | General & Unrestricted | 202422259349100957 |
| 2022 | St Helena Hospital Foundation St Helena, CA | B | $50,000 | paid | General & Unrestricted | 202300909349100330 |
| 2022 | Mayo Clinic Rochester, MN | U | $25,000 | paid | The President's Strategic Initiative Fund | 202300909349100330 |
| 2022 | St Helena Beautification Foundation St Helena, CA | B | $15,000 | paid | General & Unrestricted | 202300909349100330 |
| 2022 | York Land Trust Inc York, ME | B | $15,000 | paid | General & Unrestricted | 202300909349100330 |
| 2022 | Project Veritas Washington, DC | U | $15,000 | paid | General & Unrestricted | 202300909349100330 |
| 2022 | Xerces Society Inc Washington, DC | U | $3,500 | paid | General & Unrestricted | 202300909349100330 |
| 2021 | Mayo Clinic Rochester, MN | U | $25,000 | paid | The President's Strategic Initiative Fund | 202240799349100104 |
| 2021 | Yountville Community Church Yountville, CA | B | $25,000 | paid | General & Unrestricted | 202240799349100104 |
| 2021 | French-American Cultural Foundation Washington, DC | B | $25,000 | paid | General & Unrestricted | 202240799349100104 |
| 2021 | Invictus Fund Nv Saint Helena, CA | B | $25,000 | paid | General & Unrestricted | 202240799349100104 |
| 2021 | George Mark Childrens Fund San Leandro, CA | B | $15,000 | paid | General & Unrestricted | 202240799349100104 |
| 2021 | York Land Trust Inc York, ME | B | $15,000 | paid | General & Unrestricted | 202240799349100104 |
| 2021 | The V Foundation Cary, NC | B | $10,000 | paid | General & Unrestricted | 202240799349100104 |
| 2020 | Mayo Clinic Rochester, MN | U | $25,000 | paid | The President's Strategic Initiative Fund | 202103279349100505 |
| 2020 | Heard Museum Phoenix, AZ | B | $15,000 | paid | General & Unrestricted | 202103279349100505 |
| 2020 | Hoffman Institute Foundation San Rafael, CA | B | $15,000 | paid | Hoffman Atomic Love Bomb | 202103279349100505 |
| 2019 | Schwab Charitable Fund San Francisco, CA | U | $3,609,234 | paid | General & Unrestricted | 202022119349100317 |
| 2019 | Heard Museum Phoenix, AZ | B | $40,000 | paid | General & Unrestricted | 202022119349100317 |
| 2019 | York Land Trust Inc York, ME | B | $40,000 | paid | General & Unrestricted | 202022119349100317 |
| 2019 | Boys Hope Girls Hope Phoenix, AZ | U | $35,000 | paid | General & Unrestricted | 202022119349100317 |
| 2019 | Amistad International Auburn, CA | B | $25,000 | paid | General & Unrestricted | 202022119349100317 |
| 2019 | Mount Claret Roman Catholic Retreat Center Phoenix Phoenix, AZ | B | $15,000 | paid | General & Unrestricted | 202022119349100317 |
| 2019 | Minnesotans Military Appreciation Fund Minneapolis, MN | B | $15,000 | paid | General & Unrestricted | 202022119349100317 |
| 2019 | Cincinnati Park Foundation Cincinnati, OH | C | $15,000 | paid | General & Unrestricted | 202022119349100317 |
| 2019 | Leukemia & Lymphoma Society Inc - Tri-State Southe Cincinnati, OH | U | $15,000 | paid | General & Unrestricted | 202022119349100317 |
| 2019 | Hoffman Institute Foundation San Rafael, CA | B | $15,000 | paid | White Sulphur Springs | 202022119349100317 |
| 2019 | Homestretch Inc Falls Chruch, VA | B | $15,000 | paid | General & Unrestricted | 202022119349100317 |
| 2019 | Neptune Swimming Foundation Scottsdale, AZ | B | $10,000 | paid | General & Unrestricted | 202022119349100317 |
| 2019 | Wine Country Aquatics of Napa Napa, CA | U | $10,000 | paid | In support of the athletes attending the Olympic Training Center in Colorado | 202022119349100317 |
| 2019 | Muttville San Francisco, CA | C | $10,000 | paid | General & Unrestricted | 202022119349100317 |
| 2019 | Stephen Siller Tunnel to Towers Foundation Staten Island, NY | B | $5,000 | paid | General & Unrestricted | 202022119349100317 |
| 2018 | Heard Museum Phoenix, AZ | B | $25,000 | paid | General & Unrestricted | 201921279349101627 |
| 2018 | York Land Trust Inc York, ME | B | $5,000 | paid | General & Unrestricted | 201921279349101627 |
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 | 2025-12-31 | not stated | 2025v4.1 | 202641539349100719 |
| 990PF | 2024 | 2024-12-31 | not stated | 2024v5.0 | 202500619349100705 |
| 990PF | 2023 | 2023-12-31 | not stated | 2023v5.1 | 202422259349100957 |
| 990PF | 2022 | 2022-12-31 | not stated | 2022v5.0 | 202300909349100330 |
| 990PF | 2021 | 2021-12-31 | not stated | 2021v4.0 | 202240799349100104 |
| 990PF | 2020 | 2020-12-31 | not stated | 2020v4.1 | 202103279349100505 |
| 990PF | 2019 | 2019-12-31 | not stated | 2019v5.1 | 202022119349100317 |
| 990PF | 2018 | 2018-12-31 | not stated | 2018v3.1 | 201921279349101627 |
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/822992313.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.