Mildred Herbert and Julian Simon Fdn
The Mildred Herbert and Julian Simon Foundation is a private, independent foundation established in 1993 in Missouri. Based in Clayton, Missouri, the foundation focuses on developing projects with significant impact on the St. Louis area, with particular emphasis on programs serving senior citizens, children, and the St. Louis Jewish community.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$656K
+0.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$656K
+0.5% YoY
Mission & Focus Areas
The foundation seeks concept papers concerning programs that will meet unique specific community needs and identifies appropriate organizations to implement them. Primary funding interests include:
- Programs enhancing quality of life for senior citizens
- Programs serving children
- Support for the St. Louis Jewish community
- Social and human services
- Community development
- Education
- Religion
- Civic affairs
- Social services addressing hunger
- Reproductive health
Grantmaking
Review Cycle
- Applicants must contact the foundation directly for application details
How to Apply
**
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Geographic Focus
Where this funder awards grants
94% of grants remain in Missouri, with primary focus on the St. Louis area.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $11,482,234–$11,489,930
- Total Annual Giving: $815,500–$973,721
- Giving Rate: 5.7% of assets
- Grant Distribution: 52% to Social & Human Services, 17% to Community Development, 10% to Education
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
42 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Stmt B ($655,806).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE STMT B CLAYTON, MO | GENERAL OPERATING SUPPORT | $655,806 |
Leadership & Key People
Leadership team and compensation from IRS filings
- C Dawayne Barnett, Director
- Joan M Newman, Steering Committee
- Louis Loebner, Steering Committee
- Susan S Stepleton, Steering Committee
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Joan M Newman | Steering Committee | 5 | — |
| Louis Loebner | Steering Committee | 5 | — |
| C Dawayne Barnett | Steering Committee | 5 | — |
| Susan S Stepleton | Steering Committee | 5 | — |
Contact Information
Mildred Herbert & Julian Simon Foundation PO Box 11356 Clayton, MO 63105-0156 Phone: 314-746-7329 or 314-241-1716
EIN: 43-6498119
Frequently Asked Questions
What does Mildred Herbert and Julian Simon Fdn fund?
The foundation seeks concept papers concerning programs that will meet unique specific community needs and identifies appropriate organizations to implement them. Primary funding interests include: • Programs enhancing quality of life for senior citizens • Programs serving children • Support for the St. Louis Jewish community • Social and human services • Community development • Education • Religion • Civic affairs • Social services addressing hunger • Reproductive health
How do I apply for a grant from Mildred Herbert and Julian Simon Fdn?
**Grant Amounts & Activity:** • Total annual giving ranges from $815,500 to $973,721 in recent years • Typical award range: $652,500–$973,721 • Recent grants include $265,000 to Mers Missouri Goodwill Industries for scholarships, $140,000 to Mers Missouri Goodwill Industries, $131,288 to Twenty-Second Judicial Circuit of Missouri, and $25,000 to Parents as Teachers **Types of Support:** • General operating support • Project support **Application Process:** • No application deadlines • Applicant…
Where does Mildred Herbert and Julian Simon Fdn make grants?
94% of grants remain in Missouri, with primary focus on the St. Louis area.
What size grants does Mildred Herbert and Julian Simon Fdn award?
In 2024, Mildred Herbert and Julian Simon Fdn awarded 1 grants totaling $656K — an average of about $656K per grant, based on its IRS Form 990 filings.
What is Mildred Herbert and Julian Simon Fdn's EIN?
Mildred Herbert and Julian Simon Fdn's EIN (Employer Identification Number) is 43-6498119. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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