Lucille Ellis Simon Foundation
- Assets
- $11.4m
- Revenue
- $562.9k
- Investments
- $11.1m
- Employees
- 0
- Location
- Santa Monica, CA
- Founding
- 09/1963
- Data as of
- 12/2023
- EIN
- 95-6035906
Organization Overview
Lucille Ellis Simon Foundation is located in Santa Monica, CA. The organization was established in 1963. 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. Lucille Ellis 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, Lucille Ellis Simon Foundation generated $562.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (12.0%) each year. All expenses for the organization totaled $703.5k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2023, Lucille Ellis Simon Foundation has awarded 88 individual grants totaling $503,000. 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 |
|---|---|---|---|
Pamela Simon Jensen Chair/director | 3 | $0 | |
Eric Simon Pres/director | 1 | $0 | |
Douglas Simon Chair/director | 1 | $0 | |
William E Greaney Treasurer | 0.1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Nksfb Llc | 12/30/23 | $91,561 |
Clifford Swan Investment Counselors | 12/30/23 | $79,305 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $67,080 |
| Dividends & Interest | $143,115 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $350,489 |
| Capital Gain Net Income | $350,489 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $2,166 |
| Total Revenue | $562,850 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $18,460 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $6,708 |
| Total operating and administrative expenses | $200,549 |
| Contributions, gifts, grants paid | $503,000 |
| Total expenses and disbursements | $703,549 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $248,908 |
| 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 | $9,013 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,142,199 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $11,366,671 |
| 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, Lucille Ellis Simon Foundation has awarded $503,000 in support to 88 organizations.
| Grant Recipient | Amount |
|---|---|
AMANECER COMMUNITY COUNSELING SERVICE PURPOSE: CHARITABLE | $7,000 |
350ORG PURPOSE: CHARITABLE | $3,000 |
AMERICAN CIVIL LIBERTIES UNION FOUNDATION PURPOSE: CHARITABLE | $2,500 |
AMERICAN JEWISH COMMITTEE PURPOSE: CHARITABLE | $20,000 |
AMERICANS FOR PEACE NOW INC PURPOSE: CHARITABLE | $5,000 |
AHEAD WITH HORSES INC PURPOSE: CHARITABLE | $1,500 |