EIN 43-6498119

Mildred Herbert and Julian Simon Foundation

IRS 501(c) type
501(c)(3)
Num. employees
1
Year formed
1994
Most recent tax filings
2023-09-01
NTEE code, primary
Description
Simon Foundation Uma is a private foundation that primarily funds general operating. Last year, it made nine grants, including to the St Louis Area Foodbank. It is located in Milwaukee, WI.
Also known as...
Mildred Herbert Julian Simon Foundation; C-O Mercantile Bank of St Louis; Simon Foundation Uma
Total revenues
$273,460
2023
Total expenses
$761,040
2023
Total assets
$12,055,522
2023
Num. employees
1
2023

Personnel at Mildred Herbert and Julian Simon Foundation

NameTitle
Commerce TrustTrustee

Financials for Mildred Herbert and Julian Simon Foundation

RevenuesFYE 09/2023
Total grants, contributions, etc.$0
Investment income and dividends$304,743
Net rental income$0
Net gain from sale of non-inventory assets$-31,349
Gross sales of inventory$0
Miscellaneous revenues$66
Total revenues$273,460

Form 990s for Mildred Herbert and Julian Simon Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-092023-12-19990PFView PDF
2022-092023-02-13990PFView PDF
2021-092021-12-13990PFView PDF
2020-092021-06-17990PFView PDF
2019-092020-07-10990PRView PDF
...and 8 more Form 990s

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Data update history
February 5, 2024
Posted financials
Added Form 990PF for fiscal year 2023
February 5, 2024
Updated personnel
Identified 1 new personnel
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 19, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 17, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
PO Box 11356
Clayton, MO 63105
Metro area
St. Louis, MO-IL
County
St. Louis County, MO
Phone
(314) 746-7329
IRS details
EIN
43-6498119
Fiscal year end
September
Taxreturn type
Form 990-PF
Year formed
1994
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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