Robert J Simmons Charitable Tua
Robert J Simmons Charitable Tua is a private foundation, based in Louisville, KY. IRS filing data is available from 2025 through 2026. As of 2026, the organization holds $1.2M in total assets. In 2026, it awarded 5 grants totaling $63K. Net investment income was $70K.
Robert J Simmons Charitable Tua at a glance
In short: Robert J Simmons Charitable Tua gave $63K across 5 grants in 2026 (avg $13K), mostly in Indiana. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $62,700
- -3.8% vs 2025
- Grants made (2026)
- 5
- +0.0% vs 2025
- Average grant
- $12,540
- -3.8% vs 2025
- Median grant
- $11,913
- Total assets
- $1,164,245
- -0.4% vs 2025
- Primary geography
- Indiana (62% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
Who Robert J Simmons Charitable Tua funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2026
The largest 2026 recipient was Central United Methodist Church ($15K). Together the top 5 received $63K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 5 itemized grants.
Cities
How Robert J Simmons Charitable Tua gives
- In 2026 it paid out 97% 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 2025 to 2026, annual grant giving ranged from $63K (2026) to $65K (2025). In 2026 it made 5 grants totaling $63K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Central United Methodist Church Evansville, IN | Charitable | $15,048 |
| Evansville Rescue Mission Evansville, IN | Charitable | $11,913 |
| Aurora Inc Evansville, IN | Charitable | $11,913 |
| The Salvation Army Hoffman Estates, IL | Charitable | $11,913 |
| American Red Cross Washington, DC | Charitable | $11,913 |
Ready to take the next step with Robert J Simmons Charitable Tua?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,164,245 | $85,639 | $83,680 | $62,700 | 5 | $67,710 | $70,018 | $70,066 |
| 2025 | $1,168,895 | $23,857 | $87,620 | $65,148 | 5 | $70,735 | $12,470 | $64,304 |
Under IRS private-foundation payout rules, Robert J Simmons Charitable Tua reported a distributable amount of $70K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert J Simmons Charitable Tua's only listed officer is Baird Trust Company, Trustee on every filing since 2025 (compensated).
Officers on the 2026 filing
Baird Trust Company
Trustee
On filings since 2025
1 hr/week
$19K (2025) → $20K (2026)
Data from IRS Form 990 filings, 2025–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $20K, to Baird Trust Company (Trustee).
Frequently asked questions about Robert J Simmons Charitable Tua
How much does Robert J Simmons Charitable Tua give each year?
Robert J Simmons Charitable Tua gave $63K across 5 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $65K across 5 grants.
What is Robert J Simmons Charitable Tua's typical grant size?
Robert J Simmons Charitable Tua's median grant in 2026 was $11,913, and its average grant was $12,540, across 5 grants on its 2026 IRS Form 990-PF.
Where does Robert J Simmons Charitable Tua give grants?
Robert J Simmons Charitable Tua gives mostly in Indiana: 62% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were Illinois (19%) and District of Columbia (19%). The most frequent recipient cities were Evansville, IN (3 grants).
Does Robert J Simmons Charitable Tua give general operating support?
Not in 2026: none of the 5 grants with a stated purpose on Robert J Simmons Charitable Tua's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (5 grants).
Who are Robert J Simmons Charitable Tua's largest grantees?
Robert J Simmons Charitable Tua's largest 2026 grantees include Central United Methodist Church ($15,048), Evansville Rescue Mission ($11,913) and Aurora Inc ($11,913), according to its 2026 IRS Form 990-PF. Together they received 62% of its itemized 2026 grant dollars.
How large is Robert J Simmons Charitable Tua?
Robert J Simmons Charitable Tua reported $1.2M in total assets on its 2026 IRS Form 990-PF. It paid out $68K in qualifying distributions that year, against a required minimum of $70K (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 Robert J Simmons Charitable Tua's EIN?
Robert J Simmons Charitable Tua's EIN (Employer Identification Number) is 99-6539220. IRS Form 990 filing data is available on this page for 2025–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 11, 2026)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal year 2025
Other open foundation grants in Kentucky
Kentucky Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Robert J Simmons Charitable Tua's focus areas in our free grants database
Similar Funders
Similar funders in Kentucky
The Community Foundation of Louisville Inc
Louisville, KY
The Community Foundation of Louisville funds nonprofits across areas including education, arts and culture, health, and community development, with a focus on Louisville and surrounding communities while also supporting work beyond the region. Its 2025 grants ranged from $5,012 to $3,853,691, with a median of $22,987; it states that grant programs for local nonprofits use an open application and review process.
Assets
$766.9M
Grants
678
Total Given
$55.0M
LG&E and Ku Foundation Inc
Louisville, KY
The foundation funds community organizations in economic development, education, the environment, and diversity, as well as event sponsorships and tree-planting grants, primarily in communities served by LG&E and KU. Its 2025 grants ranged from $100 to $749,000, with a median of $2,500; 96% of grant dollars went to Kentucky. It accepts community grant applications through its online portal in March and October.
Assets
$22.0M
Grants
497
Total Given
$4.3M
John B & Brownie Young Memorial Fund
Owensboro, KY
The fund provides scholarships to eligible high school seniors from four Owensboro-area Kentucky school districts for full-time college or vocational/technical study, primarily supporting the first year. Awards are at least $500, with a $500 median grant in 2025; larger awards depend on students’ financial need. Students are notified and receive application information through their school counselor and Independence Bank; the fund does not state whether it accepts unsolicited requests.
Assets
$13.5M
Grants
392
Total Given
$894K
The Community Foundation of Louisville Depository Inc
Louisville, KY
The Community Foundation of Louisville supports a broad range of causes, including arts, parks, education, social services, and libraries, with most 2025 grant dollars going to Kentucky organizations. Its 2025 grants had a median of $15,200 and ranged from $5,100 to over $2.3 million; the available information does not say whether it accepts unsolicited requests.
Assets
$24.0M
Grants
421
Total Given
$20.5M
Blue Grass Community Foundation Inc
Lexington, KY
Blue Grass Community Foundation funds charitable causes and community needs, including education, housing, basic assistance, and youth wellbeing, primarily in Central and Appalachia Kentucky. Its 2025 grants ranged from about $5,000 to $520,000, with a median of about $16,700; the foundation’s website describes competitive grant opportunities but does not state whether it accepts unsolicited requests.
Assets
$296.2M
Grants
514
Total Given
$20.7M
Honorable Order of Kentucky Colonels Inc
Louisville, KY
The Honorable Order of Kentucky Colonels funds Kentucky 501(c)(3) organizations serving Kentuckians, supporting projects in areas such as education, health, community services, arts, and disaster relief. Its 2024 grants ranged from $370 to $500,000, with a median of about $6,000; Good Works applications require a letter of intent, and the profile does not state whether unsolicited requests are accepted.
Assets
$23.5M
Grants
358
Total Given
$4.5M
More similar funders
More Funders in Kentucky
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Robert J Simmons Charitable Tua'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.
Robert J Simmons Charitable Tua down — hundreds of funders to go?