Simon Education Fund Irr Tr UA
Simon Education Fund Irr Tr UA is a private foundation based in Saint Louis, Missouri. Its 2025 filing reports scholarship grants to students attending colleges and universities, with most grant dollars going to recipients in Indiana.
Simon Education Fund Irr Tr UA at a glance
In short: Simon Education Fund Irr Tr UA gave $12K across 10 grants in 2025 (avg $1K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $12,050
- +26.8% vs 2024
- Grants made (2025)
- 10
- -16.7% vs 2024
- Average grant
- $1,205
- +52.2% vs 2024
- Median grant
- $1,225
- Total assets
- $222,247
- -0.3% vs 2024
- Primary geography
- Indiana (85% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Simon Education Fund Irr Tr UA
- How to Apply
-
The filing says the foundation does not restrict giving to preselected organizations. Applicants are directed to submit forms through the Simon Education Scholarship process. Applicants must be high school seniors, U.S. citizens, demonstrate financial need, have a minimum GPA of 2.0, and attend college, university, or trade school full time.
- Review Cycle
- The filing lists February of each year. The February 2026 deadline has passed.
- Deadline
- The filing lists February of each year.
- Contact
Application contact: Simon Education Scholarship
Mailing address: 4320 Wade Hampton Blvd Ste G, Taylors, SC 29687
Phone: (864) 268-3363
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Simon Education Fund Irr Tr UA funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was University of Notre Dame ($2K across 2 grants). Together the top 8 received $11K.
Organizations only. It also paid 1 individual scholarship ($900), which are not listed by name.
Grant Size Distribution
60 grants across all recorded years
The most common grant size was under $50K: 60 grants of 60 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 85% of grant dollars went to recipients in Indiana, 7% to Tennessee, and 7% to Wisconsin.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
How Simon Education Fund Irr Tr UA gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). 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 $7K (2023) to $13K (2020). In 2025 it made 10 grants totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Indiana University Bloomington, IN | Scholarship | $1,450 |
| University of Notre Dame Notre Dame, IN | Scholarship | $1,450 |
| Bethel College Mishawaka, IN | Scholarship | $1,450 |
| Trine University Angola, IN | Scholarship | $1,450 |
| Purdue University West Lafayette, IN | Scholarship | $1,450 |
| University of Notre Dame Notre Dame, IN | Scholarship | $1,000 |
| Hanover College Hanover, IN | Scholarship | $1,000 |
| Taylor University Upland, IN | Scholarship | $1,000 |
| Tennessee State University Nashville, TN | Scholarship | $900 |
| 1 individual scholarship Recipients not named | — | $900 |
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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 | $222,247 | $17,121 | $19,443 | $12,050 | 10 | $15,659 | $13,494 | $15,132 |
| 2024 | $222,977 | $11,104 | $16,069 | $9,500 | 12 | $12,732 | $7,597 | $13,656 |
| 2023 | $226,915 | $6,918 | $12,962 | $7,200 | 8 | $9,902 | $4,010 | $11,833 |
| 2022 | $233,229 | $8,959 | $18,654 | $11,994 | 14 | $14,901 | $5,648 | $12,618 |
| 2021 | $243,008 | $29,551 | $18,466 | $11,600 | 16 | $14,343 | $25,640 | $14,022 |
| 2020 | $231,877 | $19,429 | $19,366 | $13,000 | 17 | — | $16,044 | $12,334 |
Under IRS private-foundation payout rules, Simon Education Fund Irr Tr UA reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s filing describes awards for eligible students attending a two- or four-year college, university, or trade school. Its 2025 grants went to educational institutions for scholarships. Among the grantees, Taylor University describes its mission as developing servant-leaders with a passion to minister Christ’s redemptive love, grace, and truth; Hanover College says it is committed to providing a liberal arts education.
Grantmaking
In 2025, the foundation made 10 grants totaling $12,050. Grants ranged from $900 to $1,450, with a median of $1,225. Notable awards included $1,450 each to Indiana University, the University of Notre Dame, Bethel College, Trine University, and Purdue University; and $1,000 each to Hanover College and Taylor University.
Leadership & Key People
Leadership team and compensation from IRS filings
Wells Fargo Bank N.A. is listed as trustee on the 2025 filing.
Simon Education Fund Irr Tr UA's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $5K (2025)
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 $5K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Simon Education Fund Irr Tr UA
How much does Simon Education Fund Irr Tr UA give each year?
Simon Education Fund Irr Tr UA gave $12K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 12 grants.
What is Simon Education Fund Irr Tr UA's typical grant size?
Simon Education Fund Irr Tr UA's median grant in 2025 was $1,225, and its average grant was $1,205, across 10 grants on its 2025 IRS Form 990-PF.
Where does Simon Education Fund Irr Tr UA give grants?
Simon Education Fund Irr Tr UA gives mostly in Indiana: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Tennessee (7%) and Wisconsin (7%). The most frequent recipient cities were Notre Dame, IN (2 grants).
Does Simon Education Fund Irr Tr UA give general operating support?
Not in 2025: none of the 10 grants with a stated purpose on Simon Education Fund Irr Tr UA's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (10 grants).
Who are Simon Education Fund Irr Tr UA's largest grantees?
Simon Education Fund Irr Tr UA's largest 2025 grantees include University of Notre Dame ($2,450 across 2 grants), Indiana University ($1,450) and Bethel College ($1,450), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($900), which are not listed by name. Together they received 44% of its itemized 2025 grant dollars.
How large is Simon Education Fund Irr Tr UA?
Simon Education Fund Irr Tr UA reported $222K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
What does Simon Education Fund Irr Tr UA fund?
The foundation’s filing describes awards for eligible students attending a two- or four-year college, university, or trade school. Its 2025 grants went to educational institutions for scholarships. See mission & focus areas ↑
How do I apply for a grant from Simon Education Fund Irr Tr UA?
The filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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