Joseph T and Helen M Simpson Foundation

BUFFALO, NY EIN: 23-6242538 Website

The Joseph T and Helen M Simpson Foundation is a private foundation based in Buffalo, New York, established in 1958. The foundation operates as a 501(c)(3) organization with no employees and maintains a focus on philanthropic giving across multiple sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.2M

+0.8% YoY

Annual Giving

$271K

+8.0% YoY

Grant Count

+6.3% YoY

Avg Grant Size

$3K

+1.6% YoY

Under IRS private-foundation payout rules, Joseph T and Helen M Simpson Foundation reported a distributable amount of $268K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation primarily funds initiatives in the following areas:

Education (general support)
Medicine and medical care provision
Religious organizations and church support
Public awareness and public support initiatives
General operating and general support for nonprofits

Grantmaking

The foundation distributed additional grants totaling $154,483 across approximately 45 other grantees in 2024.

Grant Range

$300–$27,000

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking extends across multiple states, with primary focus areas in:

New York
Pennsylvania
Montana

Grant Distribution by State

Pennsylvania $776K (95%)

District of Columbia $14K (2%)

Maryland $13K (2%)

Connecticut $5K (1%)

Virginia $3K (0%)

New York $2K (0%)

Montana $1K (0%)

South Carolina $1K (0%)

States

Connecticut District of Columbia Maryland Montana New York Pennsylvania South Carolina Virginia

Cities

ArlingtonAshlandBaltimoreCamp HillCarlisleCharlestonDillsburgEnolaGrantvilleHalifaxHarrisburgHarrisburghHartfordHersheyHummelstownLimaMechanicsburgMillersburgMt Holly SpringsNew Cumberland

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending December 2024:

Metric	Amount
Total Assets	$3,229,700
Total Revenues	$423,673
Total Expenses	$406,019
Investment Income & Dividends	$91,892

Financial Trend: Investment income increased 10.7% from fiscal year 2023 ($83,008) to 2024 ($91,892).

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,229,700	$3,203,117	$3,395,152
Revenue	$423,673	$227,477	$160,820
Expenses	$406,019	$413,342	$358,969
Qualifying Distributions	$271,183	$251,150	$232,650
Net Investment Income	$289,422	$64,611	$40,215
Distributable Amount	$268,039	$240,094	$250,447

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

250 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Veterans Outreach of Pa ($15,000), United Way of the Capital Region (ma ($15,000), New Hope Ministries ($12,333).

Recipient	Purpose	Amount
DAUPHIN COUNTY LIBRARY SYSTEMS HARRISBURG, PA	PUBLIC SUPPORT	$500
WITF HARRISBURG, PA	PUBLIC SUPPORT	$1,500
ST LABRE INDIAN SCHOOL ASHLAND, MT	PUBLIC SUPPORT	$1,000
MENTAL HEALTH ASSN OF CAPITAL RGN HARRISBURG, PA	MENTAL HEALTH EDUCATION AND	$500
BETHESDA MISSION HARRISBURG, PA	PUBLIC SUPPORT	$1,500
BOYS AND GIRLS CLUB OF HARRISBURG, PA	PUBLIC SUPPORT	$6,000
HARRISBURG AREA RIVERBOAT HARRISBURG, PA	PUBLIC SUPPORT	$500
HARRISBURG CHORAL HARRISBURG, PA	PUBLIC SUPPORT	$300
HARRISBURG SYMPHONY HARRISBURG, PA	PUBLIC SUPPORT	$7,500
HERITAGE FOUNDATION WASHINGTON, DC	PUBLIC SUPPORT	$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
M T BANK	TRUSTEE	1	$30,700
HUGH J T SIMPSON	EXECUTIVE DIRECTOR	1	$12,000

Frequently Asked Questions

What does Joseph T and Helen M Simpson Foundation fund?

The foundation primarily funds initiatives in the following areas: • Education (general support) • Medicine and medical care provision • Religious organizations and church support • Public awareness and public support initiatives • General operating and general support for nonprofits

How do I apply for a grant from Joseph T and Helen M Simpson Foundation?

**Grant Activity:** • Made 74 grants in the most recent fiscal year (2024) • Total giving: $271,183 (2024) • Typical grant range: $300–$27,000 **Recent Grants (2024):** • Pinnacle Health Auxiliary: $25,500 (General Support) • Joseph T Simpson Public Library: $17,000 (Public Support) • New Hope Ministries: $12,333 (Public Support) The foundation distributed additional grants totaling $154,483 across approximately 45 other grantees in 2024.

Where does Joseph T and Helen M Simpson Foundation make grants?

The foundation's grantmaking extends across multiple states, with primary focus areas in: • New York • Pennsylvania • Montana

What size grants does Joseph T and Helen M Simpson Foundation award?

In 2024, Joseph T and Helen M Simpson Foundation awarded 85 grants totaling $271K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Joseph T and Helen M Simpson Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph T and Helen M Simpson Foundation reported a distributable amount of $268K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph T and Helen M Simpson Foundation's EIN?

Joseph T and Helen M Simpson Foundation's EIN (Employer Identification Number) is 23-6242538. IRS Form 990 filing data is available on this page for 2020–2024.