Percy & Adeline Simpson Memorial Trust is a private foundation focused on Education, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $128K in total assets. In 2023, it awarded 1 grants totaling $4K. Net investment income was $7K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$128K
+0.7% YoY
Annual Giving
$4K
+95.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$4K
+95.7% YoY
Under IRS private-foundation payout rules, Percy & Adeline Simpson Memorial Trust reported a distributable amount of $6K for 2023 — the minimum it must pay out in qualifying distributions.
About Percy & Adeline Simpson Memorial Trust
Based on IRS filings
Percy & Adeline Simpson Memorial Trust is a private foundation focused on Education, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $128K in total assets. In 2023, it awarded 1 grants totaling $4K. Net investment income was $7K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $128,284 | $127,360 | $129,711 |
| Revenue | $7,509 | $2,686 | $9,418 |
| Expenses | $6,582 | $5,022 | $5,944 |
| Qualifying Distributions | $6,345 | $4,639 | $5,578 |
| Net Investment Income | $7,230 | $2,987 | $9,152 |
| Distributable Amount | $6,251 | $6,575 | $7,543 |
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 2023
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Mississippi State University Foundation ($3,537).
| Recipient | Purpose | Amount |
|---|---|---|
| MISSISSIPPI STATE UNIVERSITY FOUNDATION MS STATE, MS | GENERAL OPERATING | $3,537 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPT | TRUSTEE | 1 | $2,009 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Percy & Adeline Simpson Memorial Trust?
Percy & Adeline Simpson Memorial Trust is a private foundation focused on Education, based in BIRMINGHAM, AL. It holds $128K in total assets as of 2023.
How large is Percy & Adeline Simpson Memorial Trust?
As of 2023, Percy & Adeline Simpson Memorial Trust holds $128K in total assets with $8K in annual revenue. It awarded 1 grants totaling $4K in 2023.
Where does Percy & Adeline Simpson Memorial Trust operate?
Percy & Adeline Simpson Memorial Trust has awarded grants in Mississippi.
What size grants does Percy & Adeline Simpson Memorial Trust award?
In 2023, Percy & Adeline Simpson Memorial Trust awarded 1 grants totaling $4K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Percy & Adeline Simpson Memorial Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Percy & Adeline Simpson Memorial Trust reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Percy & Adeline Simpson Memorial Trust's EIN?
Percy & Adeline Simpson Memorial Trust's EIN (Employer Identification Number) is 64-6021113. IRS Form 990 filing data is available on this page for 2020–2023.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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