Symons Family Fund
- Assets
- $1.8m
- Revenue
- $186.0k
- Investments
- $0.0
- Employees
- 5
- Location
- Sonora, CA
- Founding
- 11/1993
- Data as of
- 12/2021
- EIN
- 94-3183623
Organization Overview
Symons Family Fund is located in Sonora, CA. The organization was established in 1993. According to its NTEE Classification (P12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Human Services and related organizations. As of 12/2021, Symons Family Fund employed 5 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Symons Family Fund 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 12/2021, Symons Family Fund generated $186.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (17.9%) each year. All expenses for the organization totaled $236.1k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (11.7%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Symons Family Fund has awarded 57 individual grants totaling $2,367,620. 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
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF THE SYMONS FAMILY FUND IS TO BENEFIT, PERFORM THE FUNCTIONS OF, AND CARRY OUT THE PURPOSES OF THE SONORA AREA FOUNDATION THAT ENGAGE IN CHARITABLE ACTIVITIES WHICH BENEFIT THE RESIDENTS OF TUOLUMNE COUNTY, CALIFORNIA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS AND SCHOLARSHIPS TO TAX-EXEMPT ORGANIZATIONS AND GOVERNMENT ENTITIES FOR CHARITABLE PURPOSE TO ENHANCE THE COMMUNITY AND THE QUALITY OF LIFE FOR ITS RESIDENTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Vicki Albrecht Vice Preside | OfficerTrustee | 1 | $0 |
Derek Maxson President | OfficerTrustee | 1 | $0 |
Dana Mayo Treasurer | OfficerTrustee | 1 | $0 |
Marianne Wright Secretary | OfficerTrustee | 1 | $0 |
Darrell Slocum Executive Di | Officer | 5 | $0 |
Ed Clinite Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $39,038 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $50,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $89,038 |
| Total Program Service Revenue | $0 |
| Investment income | $37,327 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $59,603 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $185,968 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $86,638 |
| Grants and other assistance to domestic individuals. | $96,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $4,778 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $10,494 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $550 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $37,677 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $236,137 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $536,461 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $1,244,149 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,780,610 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $160,000 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $154,500 |
| Total liabilities | $314,500 |
| Net assets without donor restrictions | $1,466,110 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,780,610 |
Grants Awarded
Over the last fiscal year, Symons Family Fund has awarded $63,250 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
Sacramento, CA PURPOSE: GENERAL SUPPORT | $25,000 |
Sonora, CA PURPOSE: SUPPORTING ORGANIZAT | $22,500 |
Soulsbyville, CA | | $10,000 |
TUOLUMNE CO SUPER OF SCHOOLS PURPOSE: PROGRAM SUPPORT | $5,750 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Symons Family Fund has recieved totaling $39,038.
| Awarding Organization | Amount |
|---|---|
Irving J Symons Foundation For Tuolumne County Sonora, CA PURPOSE: UNRESTRICTED | $39,038 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Dream Center Foundation A California Non Profit Corporation Los Angeles, CA | $35,184,987 | $26,309,284 |
Connections For Children Los Angeles, CA | $5,706,672 | $17,856,000 |
Andre Agassi Foundation For Education Las Vegas, NV | $0 | $4,556,669 |
Give Foundation Inc San Ramon, CA | $1,969,969 | $6,365,331 |
Humangood Foundation West Duarte, CA | $80,965,021 | $8,515,405 |
Southeastern Arizona Community Action Program Inc Safford, AZ | $455,386 | $2,811,093 |
Leoa Foundation Loomis, CA | $6,988 | $2,417,315 |
Stater Bros Charities San Bernardino, CA | $4,078,783 | $4,166,835 |
Another Round Another Rally Phoenix, AZ | $1,059,733 | $1,710,638 |
Foster Family Charitable Foundation Stockton, CA | $29,209,891 | $2,797,877 |
Southern Oregon Friends Of Hospice Medford, OR | $5,540,085 | $3,156,686 |
Phoenix Suns Charities Inc Phoenix, AZ | $1,755,436 | $2,395,370 |