Funder DirectoryMILDRED HERBERT AND JULIAN SIMON FDN
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Private foundation (trust)EIN 436498119Est. 1994-11

MILDRED HERBERT AND JULIAN SIMON FDN

CLAYTON, MO 631050156

Accepts unsolicited proposals

Total Assets

$16.2M

FY 2023

Annual Giving

$656K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$656K

FY 2023

Grant Range

$656K–$656K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2023 filing

Total Revenue

$188K

Total Expenses

$753K

Qualifying Distributions

$677K

Distributable Amount

$743K

Min. Investment Return

$746K

Undistributed Income

$722K

Payout rate 91%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.91%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2019 to 2023. Peak $816K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

41 grants

SEE STMT B
$656K
1 grant
REPRODUCTIVE HEALTH SERVICES
$400K
1 grant
MERS MISSOURI GOODWILL INDUSTRIES
$265K
1 grant
MERSMISSOURI GOODWILL INDUSTRIES
$140K
1 grant
ST LOUIS CRISIS NURSERY
$90K
2 grants
FEED MY PEOPLE
$72K
3 grants
FOOD OUTREACH INC
$57K
2 grants
JEWISH FAMILY AND CHILDREN'S SERVICE
$57K
2 grants

Grant Size Distribution

41 grants

<$10K
10
grants
$10–50K
27
grants
$50–250K
1
grants
$250K–1M
3
grants
$1–5M
$5M+

Geographic Focus

3 states

Missouri
$2.3M
98% of total
New York
$25K
1% of total
Illinois
$10K
0% of total

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MILDRED HERBERT AND JULIAN SIMON FDN — Grants, Financials & Contact | Grantivo