Cause IQ organization profile

Mildred Herbert Julian Simon Foundation

Form 990s | Financials | Vendors | Peers

Mildred Herbert Julian Simon Foundation is a private foundation based in Milwaukee, WI that was founded in 1994. As of 2017 they had $391,509 in revenue and $12 million in assets.

Previous legal names or variations of their name include: C-O Mercantile Bank Of St Louis.

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Mildred Herbert Julian Simon Foundation

Fiscal year endingDate received by IRSFormPDF link
2019-09Jul 10, 2020990PRView PDF
2018-09Mar 26, 2019990PFView PDF
2017-09Apr 11, 2018990PFView PDF
2016-09Feb 27, 2017990PFView PDF
2015-09Mar 8, 2016990PFView PDF
...and four more Form 990 PDFs

Financials for Mildred Herbert Julian Simon Foundation

Total grants, contributions, etc.$0
Program services
Investment income and dividends$352,425
Tax-exempt bond proceeds
Royalty revenue
Net rental income$0
Net gain from sale of non-inventory assets$99,553
Net income from fundraising events
Net income from gaming activities
Net income from sales of inventory
Miscellaneous revenues$0
Total revenues$451,978

Vendors for Mildred Herbert Julian Simon Foundation

VendorServicesAmount paidDate
US BankFoundation administration2019-09-01
██████████████████████ ███ ██████████████████████ ███Tax accounting2018-04-11
██████████████████████ ███Tax accounting2015-02-27

Peer private foundations

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2Schweinfurth Foundation501(c)(3)$275,829Milwaukee, WI
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5Armour-Lewis Family Foundation501(c)(3)$217,248Allenhurst, NJ
6The Camosse Family Foundation501(c)(3)$114,302Charlton, MA
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10Stratton Petit Foundation501(c)(3)$273,600Woodland Hills, CA
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13The LEF Foundation501(c)(3)$586,269Calistoga, CA
14Brentwood Foundation501(c)(3)$1.0 millionFrisco, TX
15The Fredric Roberts Foundation501(c)(3)$381,057Los Angeles, CA
16The Harold Edelstein Foundation501(c)(3)$503,515Arcadia, CA
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18The Hales Family Foundation501(c)(3)$393,469Briarcliff Manor, NY
19HCD Foundation501(c)(3)$434,199Des Plaines, IL
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23The Marshall Family Foundation501(c)(3)$940,294Uniondale, NY
24Hutzell Foundation501(c)(3)$1.6 millionLas Vegas, NV
25Dorothy Snider Foundation Tuwc 13-3000466501(c)(3)$195,447Memphis, TN