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.

EIN:
43-6498119
City:
State:
Founded:
1994
Type:
501(c)(3)
NTEE:
Revenue:
$391,509
Assets:
$12,964,300
Fiscal year end:
September
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

Field2016
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

 NameTypeRevenueLocation
1Rath Foundation501(c)(3)$995,039Janesville, WI
2Schweinfurth Foundation501(c)(3)$275,829Milwaukee, WI
3Mckenzie Foundation501(c)(3)$200,000Chattanooga, TN
4The Winchester Foundation501(c)(3)$447,799Winchester, IN
5Armour-Lewis Family Foundation501(c)(3)$217,248Allenhurst, NJ
6The Camosse Family Foundation501(c)(3)$114,302Charlton, MA
7The Giant Steps Foundation501(c)(3)$1.3 millionNew York, NY
8Carlson Family Foundation501(c)(3)$1.4 millionChapel Hill, NC
9Green Mountain Foundation501(c)(3)$239,739San Jose, CA
10Stratton Petit Foundation501(c)(3)$273,600Woodland Hills, CA
11OnLosAngeles501(c)(3)$1.0 millionLos Angeles, CA
12Kirby Foundation501(c)(3)$867,492Wilmington, DE
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
17Freud Foundation Us501(c)(3)$99,397New York, NY
18The Hales Family Foundation501(c)(3)$393,469Briarcliff Manor, NY
19HCD Foundation501(c)(3)$434,199Des Plaines, IL
20Victoria Jenkins Charitable Foundation501(c)(3)$1.3 millionProvidence, RI
21Phantasos Foundation501(c)(3)$1.7 millionLos Angeles, CA
22The Shinemaker Foundation501(c)(3)$417,945Mill Valley, CA
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