William E Simon Foundation Inc | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like William E Simon Foundation Inc. Data shown is extracted from Form 990-PF filings.

EIN: 13-6217788

Foundation Overview

Based in Morristown, NJ, William E Simon Foundation Inc has awarded 5 grants totaling $43,511,884 to organizations in New York and New Jersey. Individual grants range from $7,074,978 to $10,551,118, with a median award of $8,950,279.

Latest Tax Year
2024
Total Giving (all years)
$43,511,884
Total Assets
$368,672
Median Grant (all grants)
$8,950,279

Latest Form 990-PF Snapshot

Total Grants
1
Median Grant
$7,979,153
% Median Grant Decline
-11% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
New York

80% of all grants are concentrated in New York, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within New York, funding concentrates in New York (100%).

Funding Trajectory
+13%

Stable funding levels with 13% change over 4 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into William E Simon Foundation Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
See Statement 12 $7,979,153 Morristown, NJ, US Charitable Purpose 2024
See Statement 12 $8,950,279 New York, NY, US Charitable Purpose 2023
See Statement 12 $10,551,118 New York, NY, US Charitable Purpose 2022
See Statement 12 $8,956,356 New York, NY, US Charitable Purpose 2021
See Statement 12 $7,074,978 New York, NY, US Charitable Purpose 2020

Foundations Similar to William E Simon Foundation Inc

Discover 5 foundations with comparable assets ($189,796-$427,511), similar grant patterns, and geographic focus in NJ that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 61-1703255 | 10 grants awarded
$371,910
(≈ Similar)
$11,302,500
median grant
San Francisco, CA
70%
Good match

EIN: 83-1968999 | 10 grants awarded
$424,249
(≈ Similar)
$7,277,750
median grant
Chicago, IL
62%
Good match

EIN: 22-3048829 | 6 grants awarded
$427,511
(≈ Similar)
$16,615,839.5
median grant
Newton, MA
62%
Good match

EIN: 51-0214450 | 9 grants awarded
$225,708
(↓ Smaller)
$5,247,900
median grant
Niles, IL
51%
Moderate match

EIN: 47-2902335 | 1 grants awarded
$189,796
(↓ Smaller)
$6,497,582
median grant
Waverly, PA
46%
Moderate match

Contact Information

Official contact details for William E Simon Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 13-6217788
Website http://www.wesimonfoundation.org
Address 140 EAST 45TH STREET 14D New York, NY 10017-0000

Key People (1)

Board members, trustees, and key staff who oversee William E Simon Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President See Attachment

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for William E Simon Foundation Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.