Private Foundation

Margo Simons Family Foundation

Based in Cincinnati, OH, Margo Simons Family Foundation operates as a Private Foundation. The organization reported $166K in revenue, $252K in expenses, $3.8M in total assets for fiscal year 2025. Imperigo tracks 56 reported grants from this foundation totaling approximately $4.7M.

EIN: 822992313 Cincinnati, OH Private Grantmaking Foundations NTEE: T20 Latest filing: 2025

Total Revenue$166K

Total Expenses$252K

Total Assets$3.8M

Grants Given56

Grant Total$4.7M

Filing Years2021–2025

Sample Grants Given

St Helena Community Church

Saint Helena, CA · 2025

General & Unrestricted

$50,000

St Helena Beautification Foundation

St Helena, CA · 2025

General & Unrestricted

$25,000

St Helena Hospital Foundation

St Helena, CA · 2025

Cancer Center

$25,000

The York Land Trust

York, ME · 2025

General & Unrestricted

$25,000

Mayo Clinic

Rochester, MN · 2025

President's Strategic Initiative Op Fd

$25,000

Showing up to 5 of 56 total records — full history available with membership.

Officers & Directors

Secretary Elizabeth Emge

President Margo L Simons

Officer compensation and complete director data available with membership.

Top Grant Purposes

General & Unrestricted

$4,412,834 44 grants

The President's Strategic Initiative Fund

$75,000 3 grants

President's Strategic Initiative Op Fd

$50,000 2 grants

Cancer Center

$50,000 2 grants

Barren Grounds restricted fund

$24,900 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$166K	$252K	$3.8M
2024	$739K	$149K	$3.9M
2023	$48K	$116K	$3.3M
2022	$232K	$163K	$3.3M
2021	$156K	$175K	$3.3M

Between 2021 and 2025, reported annual revenue grew from $156K to $166K (+6%), with total assets most recently reported at $3.8M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, CA, DC, ME, MN, NC, and 4 other states.

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Full geographic grant map with state-by-state breakdown available with membership.

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Sample Grants Given

Officers & Directors

Top Grant Purposes

Financial Trends

Grant Geography

Similar Organizations in OH

See the full picture for Margo Simons Family Foundation