Er Simonis Educational Loan Fund is a private foundation focused on Education, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2021. In 2021, it awarded 1 grants totaling $137K. Net investment income was $26K.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$137K
Grant Count
1
Avg Grant Size
$137K
Under IRS private-foundation payout rules, Er Simonis Educational Loan Fund reported a distributable amount of $2K for 2021 — the minimum it must pay out in qualifying distributions.
About Er Simonis Educational Loan Fund
Based on IRS filings
Er Simonis Educational Loan Fund is a private foundation focused on Education, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2021. In 2021, it awarded 1 grants totaling $137K. Net investment income was $26K.
Focus Areas
Ready to take the next step with Er Simonis Educational Loan Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 |
|---|---|---|
| Total Assets | — | $112,296 |
| Revenue | $27,496 | $4,597 |
| Expenses | $139,837 | $7,240 |
| Qualifying Distributions | $138,276 | — |
| Net Investment Income | $25,933 | — |
| Distributable Amount | $1,610 | $8,112 |
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 2021
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2021 grants, the largest include Foundation for the Carolinas ($137,051).
| Recipient | Purpose | Amount |
|---|---|---|
| FOUNDATION FOR THE CAROLINAS CHARLOTTE, NC | PROGRAM SUPPORT | $137,051 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE | 1 | $336 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Er Simonis Educational Loan Fund?
Er Simonis Educational Loan Fund is a private foundation focused on Education, based in CINCINNATI, OH. It holds — in total assets as of 2021.
Where does Er Simonis Educational Loan Fund operate?
Er Simonis Educational Loan Fund has awarded grants in North Carolina.
What size grants does Er Simonis Educational Loan Fund award?
In 2021, Er Simonis Educational Loan Fund awarded 1 grants totaling $137K — an average of about $137K per grant, based on its IRS Form 990 filings.
How much is Er Simonis Educational Loan Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, Er Simonis Educational Loan Fund reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Er Simonis Educational Loan Fund's EIN?
Er Simonis Educational Loan Fund's EIN (Employer Identification Number) is 62-6336489. IRS Form 990 filing data is available on this page for 2020–2021.
Explore Open Grants
Browse active grant opportunities in Er Simonis Educational Loan Fund's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Educational Credit
MINNEAPOLIS, MN
Assets
$209.1M
Grants
293
Total Given
$177.0M
Champions for Education Inc
CHARLOTTE, NC
Assets
$7.2M
Grants
19
Total Given
$3.4M
Credit Suisse Americas Foundation
NEW YORK, NY
Assets
$1.0M
Grants
2
Total Given
$819K
American Junior Golf Foundation Inc
BRASELTON, GA
Assets
$25.7M
Grants
73
Total Given
$1.3M
Nfl Foundation Inc
NEW YORK, NY
Assets
$51.1M
Grants
623
Total Given
$38.4M
The Mary Alice and Bennett Brown Foundation
WILMINGTON, DE
Assets
$8.3M
Grants
37
Total Given
$335K
Dowd Foundation Inc
CHARLOTTE, NC
Assets
$79.6M
Grants
162
Total Given
$4.4M
Wilson Mem Scholarship Fund Tuw
DALLAS, TX
Assets
$219K
Grants
1
Total Given
$219K
Lowes Foundation
MOORESVILLE, NC
Assets
$18.8M
Grants
36
Total Given
$20.0M
Margaret C Woodson Foundation Inc
CHARLOTTE, NC
Assets
$380K
Grants
72
Total Given
$1.0M
2040 Foundation Inc
CHARLOTTE, NC
Assets
$90.8M
Grants
11
Total Given
$12.8M
The Weatherspoon Foundation
CHARLOTTE, NC
Assets
$102K
Grants
1
Total Given
$83K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Er Simonis Educational Loan Fund on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Er Simonis Educational Loan Fund to a real strategy.