James A Simon And Edna R Simon Charitable Tr
- Assets
- $1.2m
- Revenue
- $738.9k
- Investments
- $1.1m
- Employees
- 0
- Location
- Pittsburgh, PA
- Founding
- 05/2011
- Data as of
- 12/2023
- EIN
- 27-6478339
Organization Overview
James A Simon And Edna R Simon Charitable Tr is located in Pittsburgh, PA. The organization was established in 2011. According to its NTEE Classification (T23) the organization is classified as: Private Operating Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James A Simon And Edna R Simon Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, James A Simon And Edna R Simon Charitable Tr generated $738.9k in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 51.3% each year . All expenses for the organization totaled $38.8k during the year ending 12/2023. While expenses have increased by 2.8% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, James A Simon And Edna R Simon Charitable Tr has awarded 42 individual grants totaling $183,694. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $621,639 |
| Interest on Savings | $0 |
| Dividends & Interest | $25,245 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $91,390 |
| Capital Gain Net Income | $91,390 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $610 |
| Total Revenue | $738,884 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $12,194 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $208 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $12,402 |
| Contributions, gifts, grants paid | $26,402 |
| Total expenses and disbursements | $38,804 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $80,450 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,112,546 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,192,996 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, James A Simon And Edna R Simon Charitable Tr has awarded $26,402 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN CANCER SOCIETY PURPOSE: GENERAL SUPPORT | $5,281 |
CORNWALL UNITED METHODIST PURPOSE: GENERAL SUPPORT | $3,960 |
SALVATION ARMY PURPOSE: GENERAL SUPPORT | $2,640 |
SAXTON COMMUNITY LIBRARY PURPOSE: GENERAL SUPPORT | $6,601 |
HOSPICE & COMMUNITY CARE PURPOSE: GENERAL SUPPORT | $3,960 |
HOPEWELL AREA SENIOR CITIZENS PURPOSE: GENERAL SUPPORT | $3,960 |