Simon Family Foundation
- Assets
- $40.6k
- Revenue
- $3.3k
- Investments
- $34.5k
- Employees
- 0
- Location
- Satellite Beach, FL
- Founding
- 10/1966
- Data as of
- 12/2023
- EIN
- 04-6077289
Organization Overview
Simon Family Foundation is located in Satellite Beach, FL. The organization was established in 1966. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Simon Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Simon Family Foundation generated $3.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (6.4%) each year. All expenses for the organization totaled $14.5k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jean E Bendon Trustee | 0 | $0 | |
James Patterson Co Middleburg Inv Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,752 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,555 |
| Capital Gain Net Income | $687 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $3,307 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $77 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $1,566 |
| Contributions, gifts, grants paid | $12,900 |
| Total expenses and disbursements | $14,466 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $5,388 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $755 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $40,646 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Simon Family Foundation has awarded $12,900 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
HOME OF THE INNOCENTS PURPOSE: CHARITABLE | $150 |
TEMPLE BETH JACOB PURPOSE: CHARITABLE | $2,100 |
BETH AM SYNAGOGUE PURPOSE: CHARITABLE | $550 |
JEWISH FEDERAL OF LOUISVILLE PURPOSE: CHARITABLE | $10,000 |
COMMUNITY FOUNDATION LOUSIVILLE PURPOSE: CHARITABLE | $100 |