Simon Family Charitable Foundation Inc

Nonprofit profile at a glance

EIN
814606325
IRS 990-PF coverage
2020–2025
Forms available
Form 990-PF 2025
Location
Delray Beach, FL, USA
Phone
9547465200
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Private Independent Foundations

Reported finances

Revenue
$1,553,019
Expenses
$341,650

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Private Independent Foundations

What it reported funding in 2025

The foundation reported 8 grants totaling $337,361. The stated grant purposes included general contribution., general donations, and general donation us 501c3 tax deductible #46-0477228, plus 5 other reported purposes.

Operating model

Revenue model
Donor-supported. 76% of the foundation's positive operating resources came from contributions.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filing identifies who received its grants. No material rating questions were generated from the available inputs.

Rating breakdown

  • Grant Deployment: 89
  • Cost Efficiency: 99
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 83

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 88.6%; rating input score 89; 23rd percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 98.7%; rating input score 99; 96th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: Limited
  • Filing consistency checks: 10; rating input score 100

Endowment Health

  • Endowment-health comparison: 24.89; rating input score 83; 83rd percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: 88.6% grant deployment rate
  • Trustees: Filed trustees detail
  • Investments: 83th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.