Percy & Adeline Simpson Memorial Trust

Private foundation · Grantmaker Birmingham, AL EIN: 64-6021113

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

Mississippi State University: $3KMississippi State University$3K

The largest 2025 recipient was Mississippi State University ($3K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Ms StateMississippi State

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

$0$2K$4K$6K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

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

RecipientPurposeAmount
Mississippi State University Ms State, MSGeneral Operating$2,586
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$132,600$8,589$5,886$2,5861$5,486$8,333$6,834
2024$129,981$8,962$7,259$3,9771$6,858$8,713$6,668
2023$128,284$7,509$6,582$3,5371$6,345$7,230$6,251
2022$127,360$2,686$5,022$1,8071$4,639$2,987$6,575
2021$129,711$9,418$5,944$2,4771$5,578$9,152$7,543
2020$126,234$7,165$8,328$5,0431—$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

Regions Bank — Trustee: $2KRegions BankTrustee$2K

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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Percy & Adeline Simpson Memorial Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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