John W Simpson Jr Foundation Fund

JASPER, TN EIN: 62-6052488

John W Simpson Jr Foundation Fund is a private foundation, based in JASPER, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $62K in total assets. In 2024, it awarded 6 grants totaling $5K. Net investment income was $3K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$62K

-2.2% YoY

Annual Giving

$5K

-25.0% YoY

Grant Count

6

-25.0% YoY

Avg Grant Size

$750

+0.0% YoY

Under IRS private-foundation payout rules, John W Simpson Jr Foundation Fund reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

About John W Simpson Jr Foundation Fund

Based on IRS filings

John W Simpson Jr Foundation Fund is a private foundation, based in JASPER, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $62K in total assets. In 2024, it awarded 6 grants totaling $5K. Net investment income was $3K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

JasperMonteagleSequatchieWhitwell

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2K$3K$5K$7K20202021202220232024
Metric202420232022
Total Assets$62,226$63,621$68,765
Revenue$3,121$853$848
Expenses$4,512$6,000$4,951
Qualifying Distributions$4,500$6,000$3,750
Net Investment Income$3,109$853
Distributable Amount$3,022$3,061$3,455

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$3K$5K$6K3 grants20200 grants20215 grants20228 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

ELLA YARWORTH$750RILEY WELLS$750NATHAN HOBACK$750NICHOLAS HOBACK$750VICTORIA WALDEN$750BAILEY HOOD$750

Grant Size Distribution

22 grants across all recorded years

22<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Ella Yarworth ($750), Riley Wells ($750), Nathan Hoback ($750).

RecipientPurposeAmount
ELLA YARWORTH MONTEAGLE, TNTUITION$750
RILEY WELLS WHITWELL, TNTUITION$750
NATHAN HOBACK WHITWELL, TNTUITION$750
NICHOLAS HOBACK WHITWELL, TNTUITION$750
VICTORIA WALDEN JASPER, TNTUITION$750
BAILEY HOOD JASPER, TNTUITION$750

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
STEVE LAMBPRESIDENT1
SUSAN PRICESECRETARY1
JOHN MOORETREASURER1

Frequently Asked Questions

How large is John W Simpson Jr Foundation Fund?

As of 2024, John W Simpson Jr Foundation Fund holds $62K in total assets with $3K in annual revenue. It awarded 6 grants totaling $5K in 2024.

Where does John W Simpson Jr Foundation Fund operate?

John W Simpson Jr Foundation Fund has awarded grants in Tennessee.

What size grants does John W Simpson Jr Foundation Fund award?

In 2024, John W Simpson Jr Foundation Fund awarded 6 grants totaling $5K — an average of about $750 per grant, based on its IRS Form 990 filings.

How much is John W Simpson Jr Foundation Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John W Simpson Jr Foundation Fund reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is John W Simpson Jr Foundation Fund's EIN?

John W Simpson Jr Foundation Fund's EIN (Employer Identification Number) is 62-6052488. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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