Robert Ellis Simon Foundation

Los Angeles, CA
Tax-exempt since Feb. 1963
EIN: 95-6035905

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$360k (2023)

Expenses

$451k (2023)

Total Assets

$2.69M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$360,218

Expenses

$450,713

Net Income

-$90,495

Net Assets

$2,686,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,893	4.4%
Dividends	$79,386	22.0%
Sales of Assets	$264,939	73.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$329,200	73.0%
Compensation of Officers*	$78,000	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,686,313
Total Liabilities	$0
Net Assets	$2,686,313

Compensation

Key Employees and Officers	Compensation	Other
Joan Willens Beerman (Trustee)	$54,000	$0
Edina Lekovic (Secretary)	$24,000	$0
Charles A Larson Esq (Trustee)	$0	$0
Ralph Williams (Executive Dir.)	$0	$0
Joel Mogy (Trustee)	$0	$0

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990-PF

Filed on Nov. 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$302,654

Expenses

$178,070

Net Income

$124,584

Net Assets

$2,776,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,387	6.1%
Dividends	$55,510	18.3%
Sales of Assets	$226,737	74.9%
Other Income	$2,020	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,750	21.8%
Compensation of Officers*	$80,500	45.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,776,808
Total Liabilities	$0
Net Assets	$2,776,808

Compensation

Key Employees and Officers	Compensation	Other
Joan Willens Beerman (Trustee)	$56,500	$0
Edina Lekovic (Secretary)	$24,000	$0
Charles A Larson Esq (Trustee)	$0	$0
Ralph Williams (Executive Dir.)	$0	$0
Joel Mogy (Trustee)	$0	$0

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990-PF

Filed on May 23, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$376,076

Expenses

$418,015

Net Income

-$41,939

Net Assets

$2,652,224

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,427	6.2%
Dividends	$46,688	12.4%
Sales of Assets	$305,961	81.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$295,315	70.6%
Compensation of Officers*	$78,000	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,652,224
Total Liabilities	$0
Net Assets	$2,652,224

Compensation

Key Employees and Officers	Compensation	Other
Joan Willens Beerman (Trustee)	$54,000	$0
Edina Lekovic (Secretary)	$24,000	$0
Charles A Larson Esq (Trustee)	$0	$0
Ralph Williams (Executive Dir.)	$0	$0
Joel Mogy (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$449,706

Expenses

$346,642

Net Income

$103,064

Net Assets

$2,694,162

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37,307	8.3%
Dividends	$60,371	13.4%
Sales of Assets	$352,028	78.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$235,000	67.8%
Compensation of Officers*	$60,000	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,694,163
Total Liabilities	$1
Net Assets	$2,694,162

Compensation

Key Employees and Officers	Compensation	Other
Joan G Willens (Trustee)	$36,000	$0
Edina Lekovic (Secretary)	$24,000	$0
Charles A Larson Esq (Trustee)	$0	$0
Ralph Williams (Executive Dir.)	$0	$0
Joel Mogy (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$390,778

Expenses

$383,542

Net Income

$7,236

Net Assets

$2,591,098

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41,916	10.7%
Dividends	$54,899	14.0%
Sales of Assets	$293,963	75.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$277,000	72.2%
Compensation of Officers*	$60,000	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,591,099
Total Liabilities	$1
Net Assets	$2,591,098

Compensation

Key Employees and Officers	Compensation	Other
Joan G Willens (Trustee)	$36,000	$0
Edina Lekovic (Secretary)	$24,000	$0
Charles A Larson Esq (Trustee)	$0	$0
Ralph Williams (Executive Dir.)	$0	$0
Joel Mogy (Trustee)	$0	$0

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990-PF

Filed on Nov. 2, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$229,270

Expenses

$435,457

Net Income

-$206,187

Net Assets

$2,583,863

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40,132	17.5%
Dividends	$65,476	28.6%
Sales of Assets	$122,972	53.6%
Other Income	$690	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$339,700	78.0%
Compensation of Officers*	$47,375	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,583,863
Total Liabilities	$0
Net Assets	$2,583,863

Compensation

Key Employees and Officers	Compensation	Other
Joan G Willens (Trustee)	$36,000	$0
Ralph Williams (Executive Dir.)	$7,375	$0
Edina Lekovic (Secretary)	$4,000	$0
Charles A Larson Esq (Trustee)	$0	$0
Joel Mogy (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2017

Revenue

$243,596

Expenses

$161,695

Net Income

$81,901

Net Assets

$2,790,050

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,846	15.1%
Dividends	$72,154	29.6%
Sales of Assets	$134,596	55.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,500	54.1%
Compensation of Officers*	$40,250	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,790,050
Total Liabilities	$0
Net Assets	$2,790,050

Compensation

Key Employees and Officers	Compensation	Other
Joan G Willens (Trustee)	$27,750	$0
Ralph Williams (Executive Dir.)	$12,500	$0
Charles A Larson Esq (Trustee)	$0	$0
Joel Mogy (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$95,536

Expenses

$255,610

Net Income

-$160,074

Net Assets

$2,708,149

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39,365	41.2%
Dividends	$64,856	67.9%
Sales of Assets	-$8,685
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,276	71.7%
Compensation of Officers*	$36,375	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,708,149
Total Liabilities	$0
Net Assets	$2,708,149

Compensation

Key Employees and Officers	Compensation	Other
Joan G Willens (Trustee)	$25,000	$0
Ralph Williams (Executive Dir.)	$11,375	$0
Harold Williams (Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$162,468

Expenses

$272,823

Net Income

-$110,355

Net Assets

$2,868,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38,324	23.6%
Dividends	$76,149	46.9%
Sales of Assets	$47,995	29.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,170	71.2%
Compensation of Officers*	$42,250	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,868,223
Total Liabilities	$0
Net Assets	$2,868,223

Compensation

Key Employees and Officers	Compensation	Other
Joan G Willens (Trustee)	$25,000	$0
Ralph Williams (Executive Dir.)	$17,250	$0
Harold Williams (Trustee)	$0	$0

990-PF

Filed on Aug. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$122,546

Expenses

$298,430

Net Income

-$175,884

Net Assets

$2,978,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39,815	32.5%
Dividends	$66,949	54.6%
Sales of Assets	$15,782	12.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$240,000	80.4%
Compensation of Officers*	$25,125	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,978,578
Total Liabilities	$0
Net Assets	$2,978,578

Compensation

Key Employees and Officers	Compensation	Other
Joan G Willens (Trustee)	$20,000	$0
Ralph Williams (Executive Dir.)	$5,125	$0
Harold Williams (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$445,647

Expenses

$408,313

Net Income

$37,334

Net Assets

$3,154,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,951	8.3%
Dividends	$70,230	15.8%
Sales of Assets	$338,466	75.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$335,000	82.0%
Compensation of Officers*	$28,060	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,154,462
Total Liabilities	$0
Net Assets	$3,154,462

Compensation

Key Employees and Officers	Compensation	Other
Joan G Willens (Trustee)	$20,000	$0
Ralph Williams (Executive Dir.)	$8,060	$0
Harold Williams (Trustee)	$0	$0

990-PF

Filed on Dec. 22, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$160,412

Expenses

$272,281

Net Income

-$111,869

Net Assets

$3,117,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40,091	25.0%
Dividends	$83,502	52.1%
Sales of Assets	$36,819	23.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,268	76.9%
Compensation of Officers*	$29,625	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,117,128
Total Liabilities	$1
Net Assets	$3,117,127

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$145,963

Expenses

$231,124

Net Income

-$85,161

Net Assets

$3,228,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50,931	34.9%
Dividends	$65,556	44.9%
Sales of Assets	$29,476	20.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,000	73.6%
Compensation of Officers*	$30,200	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,228,997
Total Liabilities	$0
Net Assets	$3,228,997

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Robert Ellis Simon Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $360k (2023)

Expenses $451k (2023)

Total Assets $2.69M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$360k (2023)

Expenses

$451k (2023)

Total Assets

$2.69M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001