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Mildred Herbert & Julian Simon Foundation is a private trust based in CLAYTON, MO. The foundation received its IRS ruling in 1994. The principal officer is Commerce Trust Company Fid. It holds total assets of $11.5M. Annual income is reported at $2.5M. The foundation is governed by 4 officers and trustees. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Missouri. According to available records, Mildred Herbert & Julian Simon Foundation has made 56 grants totaling $3.8M, with a median grant of $22K. Annual giving has grown from $171K in 2020 to $1.3M in 2023. Grantmaking activity was highest in 2022 with $1.6M distributed across 28 grants. Individual grants have ranged from $5K to $653K, with an average award of $67K. The foundation has supported 29 unique organizations. Grants have been distributed to organizations in Missouri and New York and Illinois. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$22K
Average Grant
$58K
Largest Grant
$400K
Based on 14 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Mildred Herbert & Julian Simon Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 56 grants. Its grantmaking reaches organizations primarily in MO, NY, IL.
Mildred Herbert & Julian Simon Foundation has distributed a total of $3.8M across 56 grants. The median grant size is $22K, with an average of $67K. Individual grants have ranged from $5K to $653K.
To 501(c)(3) Organizations.
Mildred Herbert & Julian Simon Foundation is headquartered in CLAYTON, MO. While based in MO, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Susan S Stepleton | Steering Committee | $0 | $0 | N/A |
| C Dawayne Barnett | Steering Committee | $0 | $0 | N/A |
| Louis Loebner | Steering Committee | $0 | $0 | N/A |
| Joan M Newman | Steering Committee | $0 | $0 | N/A |
Total Giving
$761K
Total Assets
$12.1M
Fair Market Value
$13.7M
Net Worth
$12.1M
Grants Paid
$653K
Contributions
N/A
Net Investment Income
$233K
Distribution Amount
$679K
Total: $11.7M
Total Grants
56
Total Giving
$3.8M
Average Grant
$67K
Median Grant
$22K
Unique Recipients
29
Most Common Grant
$22K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Lift For LifeGENERAL OPERATING | Saint Louis, MO | $34K | 2020 |
| See Stmt BGENERAL OPERATING SUPPORT | Clayton, MO | $653K | 2023 |
| Reproductive Health ServicesGENERAL OPERATING SUPPORT | St Louis, MO | $400K | 2022 |
| Mersmissouri Goodwill IndustriesGENERAL OPERATING SUPPORT | St Louis, MO | $140K | 2022 |
| St Louis Crisis NurseryGENERAL OPERATING SUPPORT | St Louis, MO | $50K | 2022 |
| Nurses For NewbornsGENERAL OPERATING SUPPORT | St Louis, MO | $40K | 2022 |
| Parents As TeachersSCHOLARSHIPS | St Louis, MO | $25K | 2022 |
| Kids Win MissouriGENERAL OPERATING SUPPORT | St Louis, MO | $25K | 2022 |
| St Louis Area Food Bank IncGENERAL OPERATING SUPPORT | Bridgeton, MO | $22K | 2022 |
| Food Outreach IncWARM NEIGHBORS COOL FRIENDS | St Louis, MO | $22K | 2022 |
| Jewish Family And Children'S ServiceGENERAL OPERATING SUPPORT | St Louis, MO | $22K | 2022 |
| Feed My PeopleGENERAL OPERATING SUPPORT | St Louis, MO | $22K | 2022 |
| Girl Scouts Of Eastern Missouri IncGENERAL OPERATING SUPPORT | St Louis, MO | $20K | 2022 |
| Sherwood Forest Camp IncGENERAL OPERATING SUPPORT | St Louis, MO | $15K | 2022 |
| Paraquad IncGENERAL OPERATING SUPPORT | St Louis, MO | $8K | 2022 |
| Women Of AchievementGENERAL OPERATING SUPPORT | Ofallon, MO | $5K | 2022 |
| Mers Missouri Goodwill IndustriesSCHOLARSHIPS | St Louis, MO | $265K | 2021 |
| Foster Care Coalition Of Greater St Louis IncGENERAL OPERATING SUPPORT | St Louis, MO | $50K | 2021 |
| The Childrens Home Society Of Mo Dba FamilyforwardGENERAL OPERATING SUPPORT | St Louis, MO | $30K | 2021 |
| Missouri Energycare IncGENERAL OPERATING SUPPORT | St Louis, MO | $30K | 2021 |
| Missouri Budget ProjectGENERAL OPERATING SUPPORT | St Louis, MO | $15K | 2021 |
| United Way Of Greater St Louis IncAMEREN MISSOURI DOLLAR MORE/211 | St Louis, MO | $10K | 2021 |
| Casa De SaludGENERAL OPERATING SUPPORT | St Louis, MO | $10K | 2021 |
| Energy Assistance FoundationWARM NEIGHBORS COOL FRIENDS | Decatur, IL | $10K | 2021 |
| Interfaith Residence Dba DoorwaysGENERAL OPERATING SUPPORT | St Louis, MO | $10K | 2021 |
| St Louis Area FoodbankGENERAL OPERATING | Bridgeton, MO | $35K | 2020 |
| Foster And Adoptive Care CoalitionGENERAL OPERATING | St Louis, MO | $34K | 2020 |