Percy & Adeline Simpson Memorial Trust
Percy & Adeline Simpson Memorial Trust is a private foundation focused on Education, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $133K in total assets. In 2025, it awarded 1 grant totaling $3K. Net investment income was $8K.
Percy & Adeline Simpson Memorial Trust at a glance
In short: Percy & Adeline Simpson Memorial Trust gave $3K across 1 grant in 2025 (avg $3K), mostly in Mississippi. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,586
- -35.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $2,586
- -35.0% vs 2024
- Median grant
- $2,586
- Total assets
- $132,600
- +2.0% vs 2024
- Primary geography
- Mississippi (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Percy & Adeline Simpson Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Mississippi State University ($3K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Percy & Adeline Simpson Memorial Trust gives
- Giving grew 43% from 2022 to 2025. Method
- In 2025 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2K (2022) to $5K (2020). In 2025 it made 1 grant totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mississippi State University Ms State, MS | General Operating | $2,586 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $132,600 | $8,589 | $5,886 | $2,586 | 1 | $5,486 | $8,333 | $6,834 |
| 2024 | $129,981 | $8,962 | $7,259 | $3,977 | 1 | $6,858 | $8,713 | $6,668 |
| 2023 | $128,284 | $7,509 | $6,582 | $3,537 | 1 | $6,345 | $7,230 | $6,251 |
| 2022 | $127,360 | $2,686 | $5,022 | $1,807 | 1 | $4,639 | $2,987 | $6,575 |
| 2021 | $129,711 | $9,418 | $5,944 | $2,477 | 1 | $5,578 | $9,152 | $7,543 |
| 2020 | $126,234 | $7,165 | $8,328 | $5,043 | 1 | — | $6,939 | $6,968 |
Under IRS private-foundation payout rules, Percy & Adeline Simpson Memorial Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Percy & Adeline Simpson Memorial Trust's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$2K (2020) → $2K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2021–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Regions Bank (Trustee).
Frequently asked questions about Percy & Adeline Simpson Memorial Trust
How much does Percy & Adeline Simpson Memorial Trust give each year?
Percy & Adeline Simpson Memorial Trust gave $3K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 1 grant.
How large is Percy & Adeline Simpson Memorial Trust?
Percy & Adeline Simpson Memorial Trust reported $133K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 $133K in total assets as of 2025.
Where does Percy & Adeline Simpson Memorial Trust operate?
Percy & Adeline Simpson Memorial Trust has awarded grants in Mississippi.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Percy & Adeline Simpson Memorial Trust funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Percy & Adeline Simpson Memorial Trust's focus areas in our free grants database
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