Mildred Herbert & Julian Simon Foundation
- Assets
- $12.1m
- Revenue
- $273.5k
- Investments
- $11.7m
- Employees
- 0
- Location
- Clayton, MO
- Founding
- 11/1994
- Data as of
- 09/2023
- EIN
- 43-6498119
Organization Overview
Mildred Herbert & Julian Simon Foundation is located in Clayton, MO. The organization was established in 1994. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Mildred Herbert & Julian 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 09/2023, Mildred Herbert & Julian Simon Foundation generated $273.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (5.0%) each year. All expenses for the organization totaled $761.0k during the year ending 09/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Mildred Herbert & Julian Simon Foundation has awarded 40 individual grants totaling $1,631,000. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Trustee | 10 | $82,665 | |
Name Not Listed Tax Prep | 0 | $3,000 | |
Joan M Newman Steering Committee | 5 | $0 | |
Louis Loebner Steering Committee | 5 | $0 | |
C Dawayne Barnett Steering Committee | 5 | $0 | |
Susan S Stepleton Steering Committee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $304,743 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$31,349 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $66 |
| Total Revenue | $273,460 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $85,665 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $21,125 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,750 |
| Total operating and administrative expenses | $108,540 |
| Contributions, gifts, grants paid | $652,500 |
| Total expenses and disbursements | $761,040 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $343,651 |
| 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 | $12,055,522 |
| 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, Mildred Herbert & Julian Simon Foundation has awarded $815,500 in support to 14 organizations.
| Grant Recipient | Amount |
|---|---|
FEED MY PEOPLE PURPOSE: GENERAL OPERATING SUPPORT | $22,000 |
FOOD OUTREACH INC PURPOSE: WARM NEIGHBORS COOL FRIENDS | $22,000 |
GIRL SCOUTS OF EASTERN MISSOURI INC PURPOSE: GENERAL OPERATING SUPPORT | $20,000 |
JEWISH FAMILY AND CHILDREN'S SERVICE PURPOSE: GENERAL OPERATING SUPPORT | $22,000 |
KIDS WIN MISSOURI PURPOSE: GENERAL OPERATING SUPPORT | $25,000 |
NURSES FOR NEWBORNS PURPOSE: GENERAL OPERATING SUPPORT | $40,000 |