Grants paid by The Katalina and Michael Simon Foundation
EIN 85-1620436 · Wilmington, DE · Form 990-PF, Part XV · NTEE T22
The Katalina and Michael Simon Foundation of Wilmington, DE (EIN 85-1620436) reported 16 grants paid totaling $1,422,500 to 6 recipients in tax years 2021–2024, on Form 990-PF, Part XV. Derived from IRS e-file data, dataset version 2026.09.0, built 2026-09-03.
Grants paid
$1,422,500
16 grants
Recipients
6
distinct organizations
Tax years
2021–2024
4 filings in the corpus
By tax year
| Tax year | Grants paid | Amount paid | Approved for future |
|---|---|---|---|
| 2021 | 1 | $200,000 | — |
| 2022 | 6 | $552,500 | — |
| 2023 | 5 | $320,000 | — |
| 2024 | 4 | $350,000 | — |
Top recipients
The 6 recipients receiving the most from The Katalina and Michael Simon Foundation, by grants paid, out of 6 distinct recipients.
| Recipient | Match | Location | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| University of Notre Dame du Lac | U | Notre Dame, IN | 4 | $650,000 | 2024 |
| Carroll School Corp 04-2145258 | B | Lincoln, MA | 4 | $415,000 | 2024 |
| Concord Academy 04-1200600 | B | Concord, MA | 3 | $150,000 | 2024 |
| University of Dayton | U | Dayton, OH | 3 | $95,000 | 2024 |
| Rivers School Corporation 04-2104457 | B | Weston, MA | 1 | $62,500 | 2022 |
| Trustees of the Lawrence Academy at Groton 04-2105775 | B | Groton, MA | 1 | $50,000 | 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 16 grant rows this organization reported, most recent first.
| Tax year | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|
| 2024 | University of Notre Dame du Lac Notre Dame, IN | U | $225,000 | paid | General & Unrestricted | 202543149349101354 |
| 2024 | University of Dayton Dayton, OH | U | $50,000 | paid | Human Rights Center | 202543149349101354 |
| 2024 | Concord Academy Concord, MA | B | $50,000 | paid | to support the annual fund and to an unrestricted strategic gift | 202543149349101354 |
| 2024 | Carroll School Corp Wayland, MA | C | $25,000 | paid | General & Unrestricted | 202543149349101354 |
| 2023 | University of Notre Dame du Lac Notre Dame, IN | U | $200,000 | paid | The James and Eileen Simon Fellowship fund | 202443209349104729 |
| 2023 | Concord Academy Concord, MA | B | $50,000 | paid | Annual Fund and unrestricted strategic fund | 202443209349104729 |
| 2023 | University of Dayton Dayton, OH | U | $25,000 | paid | pledge fund | 202443209349104729 |
| 2023 | Carroll School Corp Lincoln, MA | B | $25,000 | paid | Carroll School Annual Fund | 202443209349104729 |
| 2023 | University of Dayton Dayton, OH | U | $20,000 | paid | General & Unrestricted | 202443209349104729 |
| 2022 | University of Notre Dame du Lac Notre Dame, IN | U | $200,000 | paid | James and Eileen Simon Graduate Fellowship fund | 202312209349101501 |
| 2022 | Carroll School Corp Lincoln, MA | B | $165,000 | paid | Wilkens Fund, Simon Fund and Annual Fund | 202312209349101501 |
| 2022 | Rivers School Corporation Weston, MA | B | $62,500 | paid | strategic campaign and annual fund | 202312209349101501 |
| 2022 | Trustees of the Lawrence Academy at Groton Groton, MA | B | $50,000 | paid | strategic campaign and annual fund | 202312209349101501 |
| 2022 | Concord Academy Concord, MA | B | $50,000 | paid | annual fund and strategic fund | 202312209349101501 |
| 2022 | University of Notre Dame du Lac Notre Dame, IN | U | $25,000 | paid | General & Unrestricted | 202312209349101501 |
| 2021 | Carroll School Corp Lincoln, MA | B | $200,000 | paid | Carroll, Steve Wilkens Fund, and Annual Fund | 202222589349101302 |
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 | 2024 | 2024-12-31 | not stated | 2024v5.2 | 202543149349101354 |
| 990PF | 2023 | 2023-12-31 | not stated | 2023v5.1 | 202443209349104729 |
| 990PF | 2022 | 2022-12-31 | not stated | 2022v5.0 | 202312209349101501 |
| 990PF | 2021 | 2021-12-31 | not stated | 2021v4.2 | 202222589349101302 |
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/851620436.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.