Percy & Adeline Simpson Memorial Trust
Percy & Adeline Simpson Memorial Trust is a private foundation, 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
About Percy & Adeline Simpson Memorial Trust
Based on IRS filings
Percy & Adeline Simpson Memorial Trust is a private foundation, 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.
Ready to take the next step with Percy & Adeline Simpson Memorial Trust?
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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