Simon Education Fund Irr Tr Ua
Simon Education Fund Irr Tr Ua is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $223K in total assets. In 2024, it awarded 12 grants totaling $10K. Net investment income was $8K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$223K
-1.7% YoY
Annual Giving
$10K
+31.9% YoY
Grant Count
12
+50.0% YoY
Avg Grant Size
$791.667
-12.0% YoY
Under IRS private-foundation payout rules, Simon Education Fund Irr Tr Ua reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
About Simon Education Fund Irr Tr Ua
Based on IRS filings
Simon Education Fund Irr Tr Ua is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $223K in total assets. In 2024, it awarded 12 grants totaling $10K. Net investment income was $8K.
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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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $222,977 | $226,915 | $233,229 |
| Revenue | $11,104 | $6,918 | $8,959 |
| Expenses | $16,069 | $12,962 | $18,654 |
| Qualifying Distributions | $12,732 | $9,902 | $14,901 |
| Net Investment Income | $7,597 | $4,010 | $5,648 |
| Distributable Amount | $13,656 | $11,833 | $12,618 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
67 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bethany Lutheran College ($1,025), University of Notre Dame ($825), Hanover College ($825).
| Recipient | Purpose | Amount |
|---|---|---|
| CLARK ATLANTA UNIVERSITY ATLANTA, GA | SCHOLARSHIP | $725 |
| UNIVERSITY OF NOTRE DAME NOTRE DAME, IN | SCHOLARSHIP | $825 |
| CLEMSON UNIVERSITY CLEMSON, SC | SCHOLARSHIP | $725 |
| HANOVER COLLEGE HANOVER, IN | SCHOLARSHIP | $825 |
| PRINCETON THEOLOGICAL SEMINARY PRINCETON, NJ | SCHOLARSHIP | $725 |
| UNIVERSITY OF CONNECTICUT STORRS, CT | SCHOLARSHIP | $725 |
| BETHANY LUTHERAN COLLEGE MANKATO, MN | SCHOLARSHIP | $1,025 |
| UNIV OF MINNESOTADULUTH DULUTH, MN | SCHOLARSHIP | $725 |
| PURDUE UNIVERSITY WEST LAFAYETTE, IN | SCHOLARSHIP | $825 |
| CARROLL UNIVERSITY WAUKESHA, WI | SCHOLARSHIP | $725 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | 1 | $4,328 |
Frequently Asked Questions
How large is Simon Education Fund Irr Tr Ua?
As of 2024, Simon Education Fund Irr Tr Ua holds $223K in total assets with $11K in annual revenue. It awarded 12 grants totaling $10K in 2024.
Where does Simon Education Fund Irr Tr Ua operate?
Simon Education Fund Irr Tr Ua has awarded grants in Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Maryland, Michigan, Minnesota, North Carolina, New Jersey, Pennsylvania, South Carolina, Virginia, Wisconsin.
What size grants does Simon Education Fund Irr Tr Ua award?
In 2024, Simon Education Fund Irr Tr Ua awarded 12 grants totaling $10K — an average of about $791.667 per grant, based on its IRS Form 990 filings.
How much is Simon Education Fund Irr Tr Ua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Simon Education Fund Irr Tr Ua reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Simon Education Fund Irr Tr Ua's EIN?
Simon Education Fund Irr Tr Ua's EIN (Employer Identification Number) is 35-6012970. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Simon Education Fund Irr Tr Ua's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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