James A Simon and Edna R Simon Charitable Tr
Only null% goes to programs Strong reserves
James A Simon and Edna R Simon Charitable Tr is a 501(c)(3) organization based in Pittsburgh, Pennsylvania, registered in 2011, with $56,649 in FY2024 revenue. CharityIndex grades it C+.
500 1st Ave, Pittsburgh, PA, 15219 EIN 27-6478339 Since 2011
Revenue (FY2024)
$57K
▼ 92.3% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$61K
Net assets
$1.2M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for James A Simon and Edna R Simon Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating233 mo reserves · -8% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For James A Simon and Edna R Simon Charitable Tr: 233 mo reserves · -8% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for James A Simon and Edna R Simon Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For James A Simon and Edna R Simon Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 500 1st Ave, Pittsburgh, PA, 15219
- City
- Pittsburgh
- State
- Pennsylvania
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $48K (FY2013) to $57K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.2M
Operating margin
-8.2%
Spent more than it raised in the latest fiscal year.
Total assets
$1.2M
Total liabilities
$0
Net assets
$1.2M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $56,649▼92.3% | $61,280▲57.9% | $1,188,077▼0.4% | $1,188,077▼0.4% | 990PF |
| 2023 | $738,884▲7411% | $38,804▼2.5% | $1,192,996▲111% | $1,192,996▲111% | 990PF |
| 2022 | $9,838▼84.5% | $39,794▲0.9% | $564,673▼4.9% | $564,673▼4.9% | 990PF |
| 2021 | $63,348▲218% | $39,458▲11.6% | $593,644▲4.9% | $593,644▲4.9% | 990PF |
| 2020 | $19,917▼82.7% | $35,359▲4.1% | $565,692▼3.0% | $565,692▼3.0% | 990PF |
| 2019 | $115,013▲175% | $33,965▲0.6% | $583,276▲16.1% | $583,276▲16.1% | 990PF |
| 2018 | $41,891▲9.3% | $33,755▲8.8% | $502,233▲1.6% | $502,233▲1.6% | 990PF |
| 2017 | $38,315▲42.6% | $31,033▼0.4% | $494,096▲1.5% | $494,096▲1.5% | 990PF |
| 2016 | $26,861▼29.8% | $31,147▲10.7% | $486,811▼0.9% | $486,811▼0.9% | 990PF |
| 2015 | $38,284▼1.9% | $28,145▲129% | $491,098▲2.4% | $491,098▲2.4% | 990PF |
| 2014 | $39,025▼17.9% | $12,280▼54.0% | $479,728▲6.0% | $479,728▲6.0% | 990PF |
| 2013 | $47,558 | $26,719 | $452,483 | $452,483 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is James A Simon and Edna R Simon Charitable Tr a legitimate nonprofit?
- Yes. James A Simon and Edna R Simon Charitable Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 27-6478339, based in Pittsburgh, Pennsylvania. Donations are tax-deductible.
- What is James A Simon and Edna R Simon Charitable Tr's EIN?
- James A Simon and Edna R Simon Charitable Tr's Employer Identification Number (EIN) is 27-6478339.
- How much revenue does James A Simon and Edna R Simon Charitable Tr report?
- James A Simon and Edna R Simon Charitable Tr reported $56,649 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does James A Simon and Edna R Simon Charitable Tr have?
- CharityIndex grades James A Simon and Edna R Simon Charitable Tr C+, based on financial health (reserves and operating margin).
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Data for James A Simon and Edna R Simon Charitable Tr (EIN 27-6478339) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.