Mildred Herbert and Julian Simon Fdn
Mildred Herbert and Julian Simon Fdn is a private foundation based in Clayton, Missouri. Its grantmaking has included general operating support for a Missouri recipient; an earlier profile also describes interests in programs serving senior citizens, children, and the St. Louis Jewish community.
Mildred Herbert and Julian Simon Fdn at a glance
In short: Mildred Herbert and Julian Simon Fdn gave $974K across 1 grant in 2025 (avg $974K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $973,721
- +48.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $973,721
- +48.5% vs 2024
- Median grant
- $973,721
- Total assets
- $11,482,234
- -0.1% vs 2024
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Mildred Herbert and Julian Simon Fdn
- How to Apply
-
The foundation’s filing says it does not restrict giving to preselected organizations. It lists Joan Newman as the contact and a letter of inquiry as the application material. Awards are restricted to 501(c)(3) organizations.
- Contact
Application contact: Joan Newman
Mailing address: 1817 Hickory Street, St Louis, MO 63104
Phone: (314) 645-5001
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Mildred Herbert and Julian Simon Fdn funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was See STMT B ($974K).
Grant Size Distribution
34 grants across all recorded years
The most common grant size was under $50K: 26 grants of 34 (76%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to a recipient in Missouri.
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Mildred Herbert and Julian Simon Fdn gives
- Giving held roughly steady from 2022 to 2025 (+19%). Method
- In 2025 it paid out 128% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $171K (2020) to $974K (2025). In 2025 it made 1 grant totaling $974K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See STMT B Clayton, MO | General Operating Support | $973,721 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $11,482,234 | $1,076,241 | $1,083,931 | $973,721 | 1 | $996,284 | $993,438 | $778,732 |
| 2024 | $11,489,930 | $187,773 | $753,345 | $655,806 | 1 | $676,563 | $239,165 | $742,605 |
| 2023 | $12,055,522 | $273,460 | $761,040 | $652,500 | 1 | $671,383 | $232,909 | $679,338 |
| 2022 | $12,543,080 | $1,192,746 | $932,214 | $815,500 | 14 | $836,200 | $1,111,982 | $746,860 |
| 2021 | $12,282,547 | $761,583 | $769,942 | $645,000 | 17 | — | $701,229 | $790,109 |
| 2020 | $12,290,906 | $335,297 | $273,861 | $170,500 | 9 | — | $287,515 | $673,167 |
Under IRS private-foundation payout rules, Mildred Herbert and Julian Simon Fdn reported a distributable amount of $779K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement is provided. An earlier profile describes the foundation’s interests as including programs that enhance quality of life for senior citizens, serve children, or support the St. Louis Jewish community, along with social and human services, community development, education, religion, civic affairs, hunger-related social services, and reproductive health.
Grantmaking
The foundation reported one grant in each of 2023, 2024, and 2025. Its 2025 filing lists one grant of $973,721 to “SEE STMT B” in Clayton, Missouri, for general operating support. The reported grant totals were $652,500 in 2023 and $655,806 in 2024; in each of those years, the total was also the amount of the sole grant.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Joan M Newman, Louis Loebner, C Dawayne Barnett, and Susan S Stepleton as members of the Steering Committee.
Mildred Herbert and Julian Simon Fdn's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
C Dawayne Barnett
Steering Committee
On filings since 2020
5 hrs/week
No compensation reported
Joan M Newman
Steering Committee
On filings since 2020
5 hrs/week
No compensation reported
Louis Loebner
Steering Committee
On filings since 2020
5 hrs/week
No compensation reported
Susan S Stepleton
Steering Committee
On filings since 2020
5 hrs/week
No compensation reported
Former officers (2)
- Former: Commerce Trust Company (2021–2022) — Trustee
- Former: US Bank NA (2020–2021) — Trustee-
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Mildred Herbert and Julian Simon Fdn
How much does Mildred Herbert and Julian Simon Fdn give each year?
Mildred Herbert and Julian Simon Fdn gave $974K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $656K across 1 grant.
How large is Mildred Herbert and Julian Simon Fdn?
Mildred Herbert and Julian Simon Fdn reported $11.5M in total assets on its 2025 IRS Form 990-PF. It paid out $996K in qualifying distributions that year, against a required minimum of $779K (roughly 5% of its investment assets).
What does Mildred Herbert and Julian Simon Fdn fund?
No mission statement is provided. An earlier profile describes the foundation’s interests as including programs that enhance quality of life for senior citizens, serve children, or support the St. See mission & focus areas ↑
How do I apply for a grant from Mildred Herbert and Julian Simon Fdn?
The foundation’s filing says it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Mildred Herbert and Julian Simon Fdn make grants?
All grant dollars reported for 2025 went to a recipient in Missouri.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 13, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 19, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 19, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 17, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Mildred Herbert and Julian Simon Fdn funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/mildred-herbert-and-julian-simon-fdn-morg_987ee65ab251413183b0ebecb5644e8d
BibTeX
@misc{grantable_436498119_2026,
author = {{Grantable}},
title = {{Mildred Herbert and Julian Simon Fdn funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/mildred-herbert-and-julian-simon-fdn-morg_987ee65ab251413183b0ebecb5644e8d},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Mildred Herbert and Julian Simon Fdn's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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