The Roy J Shlemon Foundation
- Assets
- $1.7m
- Revenue
- $29.1k
- Investments
- $1.7m
- Employees
- 0
- Location
- Newport Beach, CA
- Founding
- 02/2002
- Data as of
- 12/2023
- EIN
- 33-0930732
Organization Overview
The Roy J Shlemon Foundation is located in Newport Beach, CA. The organization was established in 2002. According to its NTEE Classification (N20) the organization is classified as: Camps, under the broad grouping of Recreation & Sports and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Roy J Shlemon 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, Roy J Shlemon Foundation generated $29.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (24.6%) each year. All expenses for the organization totaled $110.4k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Roy J Shlemon Foundation has awarded 31 individual grants totaling $979,925. 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
GRANTS FOR EDUCATIONAL RESEARCH IN THE FIELD OF GEOLOGY
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert Rotstan Jr Treasurer | 10 | $0 | |
Roy J Shlemon President | 1 | $0 | |
Richard J Harris Secretary | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $965 |
| Dividends & Interest | $28,097 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $6,027 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $29,062 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,025 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $2,275 |
| Contributions, gifts, grants paid | $108,100 |
| Total expenses and disbursements | $110,375 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $92,168 |
| Savings and temporary cash investments | $0 |
| 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 | $1,656,448 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,748,616 |
| 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, The Roy J Shlemon Foundation has awarded $108,100 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
MEDESTO JR COLLEGE PURPOSE: EDUCATIONAL | $20,000 |
UNIVERSITY OF WYOMING PURPOSE: EDUCATIONAL | $61,000 |
ALL OTHER PURPOSE: EDUCATIONAL | $27,100 |