Susan E Simpson Charitable Foundation
Susan E Simpson Charitable Foundation is a private foundation, based in Woburn, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2K in total assets. In 2024, it awarded 1 grant totaling $185K. Net investment income was $434.
Susan E Simpson Charitable Foundation at a glance
In short: Susan E Simpson Charitable Foundation gave $185K across 1 grant in 2024 (avg $185K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $185,448
- +2549.3% vs 2023
- Grants made (2024)
- 1
- -88.9% vs 2023
- Average grant
- $185,448
- +23743.3% vs 2023
- Median grant
- $185,448
- Total assets
- $1,513
- -99.2% vs 2023
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Susan E Simpson Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Fidelity Charitable Gift Fund ($185K).
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 16 grants of 17 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Susan E Simpson Charitable Foundation gives
- Giving grew 2549% from 2021 to 2024. Method
- In 2024 it paid out well above 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 2021 to 2024, annual grant giving ranged from $7K (2021) to $185K (2024). In 2024 it made 1 grant totaling $185K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Gift Fund Boston, MA | Charitable Gift Fund | $185,448 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,513 | $5,154 | $185,448 | $185,448 | 1 | $185,448 | $434 | $1,083 |
| 2023 | $184,278 | $17,319 | $7,000 | $7,000 | 9 | $7,000 | $17,319 | $8,364 |
| 2022 | $163,962 | $4,233 | — | — | — | $7,000 | $5,115 | $8,636 |
| 2021 | $202,726 | $6,760 | $7,000 | $7,000 | 7 | $7,000 | $6,760 | $9,359 |
Under IRS private-foundation payout rules, Susan E Simpson Charitable Foundation reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Susan E Simpson Charitable Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Alan C. Simpson
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Nancy Simpson Banker
Trustee
On filings since 2021
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Susan E Simpson Charitable Foundation
How much does Susan E Simpson Charitable Foundation give each year?
Susan E Simpson Charitable Foundation gave $185K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $7K across 9 grants.
How large is Susan E Simpson Charitable Foundation?
Susan E Simpson Charitable Foundation reported $2K in total assets on its 2024 IRS Form 990-PF. It paid out $185K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).
Where does Susan E Simpson Charitable Foundation operate?
Susan E Simpson Charitable Foundation has awarded grants in California, District of Columbia, Delaware, Florida, Massachusetts, Missouri, New Hampshire, Pennsylvania, Virginia.
What is Susan E Simpson Charitable Foundation's EIN?
Susan E Simpson Charitable Foundation's EIN (Employer Identification Number) is 04-3466219. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
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