Deborah Joy Simon Foundation
- Assets
- $56.4m
- Revenue
- $5.2m
- Investments
- $53.1m
- Employees
- 0
- Location
- Carmel, IN
- Founding
- 11/2002
- Data as of
- 12/2023
- EIN
- 30-0125798
Organization Overview
Deborah Joy Simon Foundation is located in Carmel, IN. The organization was established in 2002. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Deborah Joy Simon Foundation 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, Deborah Joy Simon Foundation generated $5.2m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (16.2%) each year. All expenses for the organization totaled $12.5m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Deborah Joy Simon Foundation has awarded 18 individual grants totaling $41,650,000. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,124,602 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,720,538 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,311,977 |
| Capital Gain Net Income | $2,311,977 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $5,157,117 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $74,747 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $412,308 |
| Contributions, gifts, grants paid | $12,100,000 |
| Total expenses and disbursements | $12,512,308 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,298,490 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $56,379,296 |
| 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, Deborah Joy Simon Foundation has awarded $24,100,000 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
THE REGENTS OF MERCERSBURG COLLEGE PURPOSE: CONTRIBUTION FOR FINANCIAL AID, FACULTY SUPPORT, PROGRAM SUPPORT, CAPITAL, UNRESTRICTED ANNUAL GIVING AND CURRENT-RESTRICTED GIFTING. | $5,000,000 |
PLANNED PARENTHOOD FEDERATION OF AMERICA PURPOSE: CONTRIBUTION RELATING TO THE FOUNDATION'S SECOND PLEDGE PAYMENT IN SUPPORT OF THE RESOLUTE CAMPAIGN. | $2,000,000 |
INDIANAPOLIS ZOO PURPOSE: CONTRIBUTION TO SUPPORT THE INDIANAPOLIS ZOO FOR THE CAMPAIGN FOR OUR ZOO, OUR COMMUNITY, OUR WORLD. | $600,000 |
THE FUTURE NOW INSTITUTE CO MELE BRENGARTH & ASSOC PURPOSE: CONTRIBUTION RELATING TO THE SUPPORT OF THE PROCESS OF SETTING UP, IMPLEMENTING, AND REPORTING FOR FEDERAL, STATE AND LOCAL CAMPAIGNS ACROSS THE UNITED STATES. | $2,000,000 |
THE AMERICAN INDEPENDENT FOUNDATION PURPOSE: CONTRIBUTION TO SUPPORT COMMITMENT TO IMPACT JOURNALISM. | $1,500,000 |
THE FUTURE NOW INSTITUTE CO MELE BRENGARTH & ASSOC PURPOSE: GENERAL OPERATING FUND | $10,000,000 |