Private Foundation

Margo Simons Family Foundation

Based in Cincinnati, OH, Margo Simons Family Foundation operates as a Private Foundation. The organization reported $739K in revenue, $149K in expenses, $3.9M in total assets for fiscal year 2024. Imperigo tracks 47 reported grants from this foundation totaling approximately $4.5M.

EIN: 822992313 Cincinnati, OH Latest filing: 2024

Total Revenue$739K

Total Expenses$149K

Total Assets$3.9M

Grants Given47

Grant Total$4.5M

Filing Years2020–2024

Sample Grants Given

St Helena Hospital Foundation

St Helena, CA · 2024

Cancer Center

$25,000

Mayo Clinic

Rochester, MN · 2024

President's Strategic Initiative Op Fd

$25,000

St Helena Community Church

Saint Helena, CA · 2024

General & Unrestricted

$25,000

Fractured Atlas Inc

New York, NY · 2024

Barren Grounds restricted fund

$24,900

St Helena Beautification Foundation

St Helena, CA · 2024

General & Unrestricted

$15,000

Showing up to 5 of 47 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

$4,252,834 37 grants

The President's Strategic Initiative Fund

$75,000 3 grants

President's Strategic Initiative Op Fd

$25,000 1 grant

Cancer Center

$25,000 1 grant

Barren Grounds restricted fund

$24,900 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$739K	$149K	$3.9M
2023	$48K	$116K	$3.3M
2022	$232K	$163K	$3.3M
2021	$156K	$175K	$3.3M
2020	$63K	$86K	$3.3M

Between 2020 and 2024, reported annual revenue grew from $63K to $739K (+1076%), with total assets most recently reported at $3.9M.

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.

See the full picture for Margo Simons Family Foundation

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports