Accepts applications
Can I apply?
Accepts applications
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $12,750,797 | $10,078,913 | $9,657,038 | $14,995,131 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 37% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| SCHOLARSHIPS TO UNIVERSITY STUDENTSSAN CLEMENTE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $1,737,251 | 2025 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alex Calebrese | DIRECTOR | 0.00 | $0 |
| Benjamin Drutman | PRESIDENT | 40.00 | $312,000 |
| Gary Singer Esq | CHAIRMAN | 0.00 | $0 |
| Gilbert Levasseur Jr | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $9,637,459 |
| FY2023 | 990-PF | $8,583,595 | $7,099,373 | $6,909,788 | $7,639,915 | $5,142,251 |
| FY2022 | 990-PF | $5,097,303 | $4,931,686 | $4,926,433 | $4,821,566 | $4,535,752 |
| FY2021 | 990-PF | $5,239,064 | $4,153,969 | $4,151,494 | $4,850,013 | $4,693,616 |
| FY2020 | 990-PF | $5,000,686 | $4,173,440 | $4,168,618 | $3,697,136 | $3,613,459 |
| FY2019 | 990-PF | $5,021,020 | $4,110,323 | $4,094,971 | $2,886,332 | $2,783,611 |
| FY2018 | 990-PF | $4,445,023 | $3,797,941 | $3,787,711 | $1,922,469 | $1,874,793 |
| FY2017 | 990-PF | $4,500,171 | $3,845,430 | $3,835,145 | $1,338,387 | $1,227,303 |
| FY2016 | 990-PF | $4,225,733 | $3,663,288 | $3,653,430 | $647,360 | $575,835 |
| TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. |
| $1,506,353 |
| 2023 |
| SCHOLARSHIPS TO UNIVERSITY STUDENTSSAN CLEMENTE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $1,455,558 | 2021 |
| SCHOLARSHIPS TO UNIVERSITY STUDENTSSAN CLEMENTE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $1,433,183 | 2022 |
| SCHOLARSHIPS TO UNIVERSITY STUDENTSSAN CLEMENTE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $1,374,835 | 2020 |
| SCHOLARSHIPS TO UNIVERSITY STUDENTSSAN CLEMENTE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $1,173,070 | 2019 |
| SCHOLARSHIPS TO UNIVERSITY STUDENTSSAN CLEMENTE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $1,064,286 | 2018 |
| ORANGE COUNTY MUSIC AND DANCE INCIRVINE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $1,000,000 | 2025 |
| HORATIO ALGER ASSOCIATIONMatched to this organization because 9 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.ALEXANDRIA, VA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $822,426 | 2016 |
| HORATIO ALGER ASSOCIATIONMatched to this organization because 9 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.ALEXANDRIA, VA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $701,718 | 2017 |
| SCHOLARSHIPS TO UNIVERSITY STUDENTS - SEE ATTACHED DETAILSAN CLEMENTE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $294,186 | 2016 |
| SCHOLARSHIPS TO UNIVERSITY STUDENTSSAN CLEMENTE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $261,977 | 2017 |
| PACIFIC SYMPHONYIRVINE, CA | GENERAL OPERATING EXPENSES | $200,000 | 2023 |
| SCHOLARSHIPS TO HIGH SCHOOL STUDENTSAN CLEMENTE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $112,207 | 2017 |
| CHAPMAN UNIVERSITYORANGE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $110,000 | 2025 |
| SCHOLARSHIPS TO HIGH SCHOOL STUDENTS - SEE ATTACHED DETAILSAN CLEMENTE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $101,500 | 2016 |
| SCHOLARSHIPS TO HIGH SCHOOL STUDENTSAN CLEMENTE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $86,487 | 2023 |
| YOUNG LIVES REDEEMEDFULLERTON, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $75,000 | 2025 |
| COMMUNITY SERVICE PROJECT HOPE ALLIANCECOSTA MESA, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $75,000 | 2025 |
| SCHOLARSHIPS TO HIGH SCHOOL STUDENTSAN CLEMENTE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $71,046 | 2021 |
| SCHOLARSHIPS TO HIGH SCHOOL STUDENTSAN CLEMENTE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $56,770 | 2018 |
| SCHOLARSHIPS TO HIGH SCHOOL STUDENTSAN CLEMENTE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $53,405 | 2019 |
| TEEN PROJECTSUN VALLEY CA, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $53,000 | 2025 |
| BRACKEN'S CHICKENGARDEN GROVE, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $50,368 | 2025 |
| VETERAN'S RELIEF FOUNDATIONLAGUNA HILLS, CA | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. | $50,000 | 2025 |
| 0.00 |
| $0 |
| James B Freedman | DIRECTOR | 0.00 | $0 |
| James V Mazzo | DIRECTOR | 0.00 | $0 |
| Jim Doti | DIRECTOR | 0.00 | $0 |
| Kathy Simon Abels | VICE-CHAIR | 40.00 | $256,320 |
| Randy Thompson | TREASURER | 0.00 | $0 |
| Ronald M Simon | FOUNDING CHAIRMAN | 0.00 | $0 |
| Sandi Simon | DIRECTOR | 0.00 | $0 |
| Steven H Simon | DIRECTOR | 0.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202521359349102117
Form 990-PF · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202411249349100236
Form 990-PF · FY2022 · period ending Jun 30, 2022
Filing id 202310819349100111
Form 990-PF · FY2021 · period ending Jun 30, 2021
Filing id 202201369349103870
Form 990-PF · FY2020 · period ending Jun 30, 2020
Filing id 202101349349102645
Form 990-PF · FY2019 · period ending Jun 30, 2019
Filing id 202031069349100013
Form 990-PF · FY2018 · period ending Jun 30, 2018
Filing id 201931099349100603
Form 990-PF · FY2017 · period ending Jun 30, 2017
Filing id 201821249349100937
Form 990-PF · FY2016 · period ending Jun 30, 2016
Filing id 201740819349100409
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.