Simon Foundation For Education And Housing is located in Newport Beach, CA. The organization was established in 2014. 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.
For the year ending 06/2020, Simon Foundation For Education And Housing generated $5.6m in total revenue. All expenses for the organization totaled $13.8m during the year ending 06/2020. While expenses have increased by 19.9% 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
2020
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS - SEE ATTACHED
Name (title) | Role | Hours | Compensation |
---|---|---|---|
James B Freedman Director | 0 | $0 | |
Gilbert E Levasseur Jr Director | 0 | $0 | |
Alex Calebrese Director | 0 | $0 | |
Kathy Simon Abels Director | 0 | $0 | |
Steven H Simon Director | 0 | $0 | |
Jerry Liu Secretary & Treasurer | 0 | $0 |
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $4,980,809 |
Interest on Savings | $353 |
Dividends & Interest | $569,296 |
Net Rental Income | $0 |
Net Gain on Sale of Assets | -$16,489 |
Capital Gain Net Income | $0 |
Net ST Capital Gain | $0 |
Income Modifications | $0 |
Profit on Inventory Sales | $0 |
Other Income | $21,362 |
Total Revenue | $5,555,331 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $0 |
Other employee salaries and wages | $0 |
Pension plans, employee benefits | $0 |
Interest | $0 |
Taxes | $9,780 |
Depreciation | $1,187 |
Occupancy | $0 |
Travel, conferences, and meetings | $0 |
Printing and publications | $0 |
Other expenses | $13,805 |
Total operating and administrative expenses | $100,923 |
Contributions, gifts, grants paid | $13,726,881 |
Total expenses and disbursements | $13,827,804 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $6,514,148 |
Savings and temporary cash investments | $0 |
Net Accounts receivable | $0 |
Net Pledges Receivable | $0 |
Grants receivable | $4,955,809 |
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 | $7,088 |
Net Investments - land, buildings, equipment | $0 |
Investments—mortgage loans | $0 |
Investments—other | $9,857,065 |
Net Land, buildings, and equipment | $0 |
Other assets | $0 |
Total assets | $23,967,220 |
Accounts payable and accrued expenses | $0 |
Grants payable | $7,617,203 |
Deferred revenue | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Mortgages and other notes payable | $0 |
Other liabilities | $12,000 |
Total liabilities | $7,629,203 |
Organization Name | Assets | Revenue |
---|---|---|
Reed Family Giving Palo Alto, CA | $0 | $1,785,630 |
Red Husky Foundation Los Gatos, CA | $6,274,305 | $41,190 |
Weingart Foundation Los Angeles, CA | $0 | $38,312,718 |
Elbridge Stuart Foundation San Francisco, CA | $398,384,368 | $27,391,893 |
Kate B Reynolds Charitable Trust Las Vegas, NV | $464,153,663 | $18,578,162 |
Windsong Tr Manhattan Beach, CA | $414,507,711 | $25,208,720 |
The 1440 Foundation Saratoga, CA | $188,273,902 | $45,986,261 |
Kavli Foundation Los Angeles, CA | $660,487,921 | $59,708,443 |
John Pritzker Family Fund Redwood City, CA | $3,823,637 | $24,656,569 |
Sean N Parker Foundation Palo Alto, CA | $238,633,334 | $37,324,330 |
Oprah Winfrey Charitable Foundation West Hollywood, CA | $236,459,881 | $5,701,260 |
Troesh Family Foundation Henderson, NV | $93,532,411 | $8,598,744 |