Simon Education Fund Irr Tr UA

Foundation · Grantmaker Saint Louis, MO EIN: 35-6012970

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.

Key facts about Simon Education Fund Irr Tr UA

EIN: 35-6012970
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $9,500
Grants made (2024): 12
Average grant: $792
Median grant: $775
Total assets: $222,977
Primary geography: Indiana (35% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Simon Education Fund Irr Tr UA funds

By grant dollars, the top recipient states for Simon Education Fund Irr Tr UA's 12 itemized 2024 grants were Indiana (35%), Minnesota (18%) and Michigan (9%). None of its 12 grants with a stated purpose were described as general or operating support. Recurring purposes include "Scholarship" (12 grants).

How Simon Education Fund Irr Tr UA gives

Giving held roughly steady from 2021 to 2024 (−18%). Method
In 2024 it paid out 93% 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.

Next steps with Simon Education Fund Irr Tr UA

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$223K

-1.7% YoY

Annual Giving

$10K

+31.9% YoY

Grant Count

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $3K (35%)

Minnesota $2K (18%)

Michigan $825 (9%)

Georgia $725 (8%)

South Carolina $725 (8%)

All other $2K (23%)

Share of all 12 itemized 2024 grant dollars.

States

Connecticut Florida Georgia Illinois Indiana Massachusetts Maryland Michigan Minnesota North Carolina New Jersey Pennsylvania South Carolina Virginia Wisconsin

Cities

West LafayetteMuncieOrlandoDanvilleIndianapolisNotre DameSouth BendClemsonMankatoCambridgeDaytona BeachErieSavannahAnn ArborAtlantaBaltimoreBloomingtonChicagoCullowheeDuluth

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

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 recipients include Bethany Lutheran College ($1,025), University of Notre Dame ($825), Hanover College ($825).

Recipient	Purpose	Amount
BETHANY LUTHERAN COLLEGE Mankato, MN	SCHOLARSHIP	$1,025
UNIVERSITY OF NOTRE DAME Notre Dame, IN	SCHOLARSHIP	$825
HANOVER COLLEGE Hanover, IN	SCHOLARSHIP	$825
PURDUE UNIVERSITY West Lafayette, IN	SCHOLARSHIP	$825
TAYLOR UNIVERSITY Upland, IN	SCHOLARSHIP	$825
UNIVERSITY OF MICHIGAN Ann Arbor, MI	SCHOLARSHIP	$825
CLARK ATLANTA UNIVERSITY Atlanta, GA	SCHOLARSHIP	$725
CLEMSON UNIVERSITY Clemson, SC	SCHOLARSHIP	$725
PRINCETON THEOLOGICAL SEMINARY Princeton, NJ	SCHOLARSHIP	$725
UNIVERSITY OF CONNECTICUT Storrs, CT	SCHOLARSHIP	$725

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS 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.