KATALINA AND MICHAEL SIMON FOUNDATION

Cite this

Plain text KATALINA AND MICHAEL SIMON FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/katalina-and-michael-simon-foundation-851620436. Retrieved 2026-11-03.

APA furp.org. (n.d.). KATALINA AND MICHAEL SIMON FOUNDATION [Nonprofit organization profile; tax years 2020–2024]. Retrieved November 3, 2026, from https://furp.org/org/katalina-and-michael-simon-foundation-851620436

MLA “KATALINA AND MICHAEL SIMON FOUNDATION.” furp.org, tax years 2020–2024, https://furp.org/org/katalina-and-michael-simon-foundation-851620436. Accessed 3 Nov. 2026.

Retrieved 2026-11-03; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $64K · expenses $368K · assets $1.5M

EIN
85-1620436
Address
FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
NTEE code
T22
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
July 2021 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 1 person listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Michael Simon Dir, Pres, Sec, Treas2020-2024 1 $0 reported 1

People by year

2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michael Simon Dir, Pres, Sec, Treas1 $0-$0 $01
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michael Simon Dir, Pres, Sec, Treas1 $0-$0 $01
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michael Simon Dir, Pres, Sec, Treas1 $0-$0 $01
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michael Simon Dir, Pres, Sec, Treas1 $0-$0 $01
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michael Simon Dir, Pres, Sec, Treas1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 4 grants to organizations · $350K
2023 · 5 grants to organizations · $320K
2022 · 6 grants to organizations · $552K
2021 · 1 grant to organizations · $200K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2021 · 1 contributor · $1.0M
#ContributorTypeCity, stateTotalNoncashSource
1 Simon Michael Person Winchester, MA $1,021,271$1,021,271 Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $2.1M
#ContributorTypeCity, stateTotalNoncashSource
1 Simon Michael Person Winchester, MA $2,147,000$2,147,000 Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$64,293$368,336 $1,529,531$1,529,531 $0- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
-$194,383$334,191 $1,912,359$1,833,574 $0- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$7,221$566,823 $2,362,148$2,362,148 $0- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,021,520$243,560 $2,921,750$2,921,750 $1,021,271- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$2,151,343$7,553 $2,143,790$2,143,790 $2,147,000- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SHONDALAND FOUNDATIONDET22 $60,074$24,637 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
LEONARD AND SANDRA JACOB FOUNDATIONDET22 $63,504$41,616 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
THE JAY AND AVITAL COHEN FOUNDATIONDET22 $60,346$60,317 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
SOLERI FOUNDATIONDET22 $65,179$56,012 Co- Pres, Dir, Treas$0 Same NTEE code T22, revenue within 2x, same state
SEIBERLICH FAMILY FOUNDATIONDET22 $63,547$55,150 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
JOE & ALLISON MARKELL FOUNDATIONDET22 $61,681$55,222 Dir, Pres$0 Same NTEE code T22, revenue within 2x, same state
THE ACA FAMILY FOUNDATIONDET22 $67,776$168,256 Dir, Pres, Treas$0 Same NTEE code T22, revenue within 2x, same state
SIFFORD & WILSON FAMILY FOUNDATIONDET22 $69,564$48,119 Dir, Pres$0 Same NTEE code T22, revenue within 2x, same state
THE AFRICA PLAN FOUNDATIONDET22 $69,460$102,145 Pres, Dir, Sec$0 Same NTEE code T22, revenue within 2x, same state
DHARMA JOY FOUNDATIONDET22 $64,440$143,211 Dir, Pres$0 Same NTEE code T22, revenue within 2x, same state
LEBER LEGACY FOUNDATIONDET22 $63,095$207,038 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
CAPUTO FOUNDATION INCDET22 $62,248$722,109 Pres, Dir, Sec$0 Same NTEE code T22, revenue within 2x, same state
D & E CANTAL FAMILY FOUNDATIONDET22 $61,854$113,231 Dir, Pres$0 Same NTEE code T22, revenue within 2x, same state
ZAIN JAFFER FOUNDATIONDET22 $66,944$48,052 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
ROGERS CHARITABLE FOUNDATIONDET22 $60,144$83,427 VP$0 Same NTEE code T22, revenue within 2x, same state
GELTZER FAMILY FOUNDATIONDET22 $65,734$73,189 Trustee$0 Same NTEE code T22, revenue within 2x, same state
BINDLER FAMILY FOUNDATIONDET22 $69,434$60,313 VP$0 Same NTEE code T22, revenue within 2x, same state
DING LEI FAMILY FOUNDATIONDET22 $63,439$82,324 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
RORIPAUGH FAMILY FOUNDATIONDET22 $68,240$109,483 Dir$0 Same NTEE code T22, revenue within 2x, same state
THE CROOK FAMILY FOUNDATIONDET22 $68,655$50,522 Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
BAMERT SEEDS FOR SUCCESS FOUNDATIONDET22 $60,446$106,134 Sec$0 Same NTEE code T22, revenue within 2x, same state
BRADY YOUNG FAMILY FOUNDATIONDET22 $62,147$63,522 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state
M M DIEFENDORF FAMILY FOUNDATION INCDET22 $66,819$79,646 VP$0 Same NTEE code T22, revenue within 2x, same state
HUNTER PRYOR FAMILY FOUNDATIONDET22 $60,252$98,079 Dir, Pres$0 Same NTEE code T22, revenue within 2x, same state
THE VANNUCCINI FAMILY FOUNDATIONDET22 $69,587$12,778 Dir, Pres, Sec, Treas$0 Same NTEE code T22, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
ANDREW J & JOYCE D MANDELL FAMILY FOUNDATION INC Private foundation$575,0003 12020–2022 GREEN AND BLUE FOUNDATION
THE TONY OGDEN FOUNDATION Private foundation$5001 12011–2011 M A H FOUNDATION
LVH FOUNDATION Private foundation$1001 12021–2021 LOUIS AND SANDRA GROTTA FOUNDATION INC
ALLEN FAMILY CHARITABLE FOUNDATION Private foundation$501 12016–2016 M A H FOUNDATION
THE DONALD M KARP AND MARGERY LESNIK Private foundation$501 12021–2021 LOUIS AND SANDRA GROTTA FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $368,336 spent · pay $0 · grants $350,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $350,000 95.0%
Other expenses $13,416 3.6%
Fees: other professional $4,120 1.1%
Taxes $800 0.2%
Total$368,336100%

View the filing

2023 · Form 990PF · $334,191 spent · pay $0 · grants $320,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $320,000 95.8%
Other expenses $9,491 2.8%
Taxes $4,700 1.4%
Total$334,191100%

View the filing

2022 · Form 990PF · $566,823 spent · pay $0 · grants $552,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $552,500 97.5%
Other expenses $14,223 2.5%
Taxes $100 0.0%
Total$566,823100%

View the filing

2021 · Form 990PF · $243,560 spent · pay $0 · grants $200,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $200,000 82.1%
Taxes $30,173 12.4%
Other expenses $13,387 5.5%
Total$243,560100%

View the filing

2020 · Form 990PF · $7,553 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $7,553 100.0%
Total$7,553100%

View the filing

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