Deborah Joy Simon Foundation
- Assets
- $67.8m
- Revenue
- $8.9m
- Investments
- $65.6m
- Employees
- 0
- Location
- Carmel, IN
- Founding
- 11/2002
- Data as of
- 12/2021
- EIN
- 30-0125798
Organization Overview
Deborah Joy Simon Foundation is located in Carmel, IN. The organization was established in 2002. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Deborah Joy Simon 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 12/2021, Deborah Joy Simon Foundation generated $8.9m in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 5.4% each year. All expenses for the organization totaled $9.0m during the year ending 12/2021. While expenses have increased by 14.2% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $3,984,336 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,281,654 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,592,993 |
| Capital Gain Net Income | $3,592,993 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $8,858,983 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $71,591 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $463,632 |
| Contributions, gifts, grants paid | $8,550,000 |
| Total expenses and disbursements | $9,013,632 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,156,307 |
| Net Accounts receivable | $0 |
| 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 | $67,791,546 |
| 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, Deborah Joy Simon Foundation has awarded $8,550,000 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
Mercersburg, PA PURPOSE: CONTRIBUTION FOR FINANCIAL AID, FACULTY SUPPORT, PROGRAM SUPPORT, CAPITAL, UNRESTRICTED ANNUAL GIVING AND CURRENT-RESTRICTED GIFTING. | $6,500,000 |
ADL MIDWEST PURPOSE: GENERAL OPERATIONS AND SUPPORT. | $500,000 |
VOTO LATINO FOUNDATION PURPOSE: GENERAL OPERATIONS AND SUPPORT. | $500,000 |
New York, NY PURPOSE: GENERAL OPERATIONS AND SUPPORT. | $300,000 |
VET VOICE FOUNDATION PURPOSE: GENERAL OPERATIONS AND SUPPORT. | $250,000 |
Raleigh, NC PURPOSE: GENERAL OPERATIONS AND SUPPORT. | $250,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Anthony Pritzker Fam Foundation Chicago, IL | $0 | $37,184,888 |
Robert And Adele Schiff Family Foundation Inc Milwaukee, WI | $226,331,394 | $18,541,997 |
Paula And Rodger Riney Foundation St Louis, MO | $118,536,395 | $1,770,419 |
Pritzker Traubert Foundation Chicago, IL | $0 | $14,671,849 |
Fund For Wisconsin Scholars Inc Madison, WI | $273,321,225 | $22,010,196 |
John W Anderson Foundation Valparaiso, IN | $342,409,938 | $34,395,256 |
Motorola Solutions Foundation Chicago, IL | $427,877 | $12,200,078 |
The Walsh Foundation Chicago, IL | $179,756,510 | $18,008,076 |
Herbert Simon Family Foundation Indianapolis, IN | $26,075,189 | $9,696,254 |
Saul Zaentz Charitable Foundation Glenview, IL | $31,204,978 | $8,995,660 |
The John And Kathleen Schreiber Foundation Lake Forest, IL | $89,899,268 | $85,376,815 |
Colonel Il James N Pritzker Charitable Distribution Fund Chicago, IL | $104,212,573 | $19,788,937 |