The Mary Ann Simpson and

Private foundation · Grantmaker Mobile, AL EIN: 63-6184150

The Mary Ann Simpson and is a private foundation, based in Mobile, AL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $315K in total assets. In 2025, it awarded 2 grants totaling $17K. Net investment income was $7K.

The Mary Ann Simpson and at a glance

In short: The Mary Ann Simpson and gave $17K across 2 grants in 2025 (avg $9K), mostly in Alabama. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$17,334
+6.0% vs 2024
Grants made (2025)
2
+0.0% vs 2024
Average grant
$8,667
+6.0% vs 2024
Median grant
$8,667
Total assets
$315,409
-3.1% vs 2024
Primary geography
Alabama (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who The Mary Ann Simpson and funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Classical Ballet of Mobile Inc: $9KClassical Ballet of Mobile Inc$9KThe Anchor Cross Cancer Foundation: $9KThe Anchor Cross CancerFoundation$9K

The largest 2025 recipient was Classical Ballet of Mobile Inc ($9K). Together the top 2 received $17K.

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 13 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

MobileDaphneColorado SpringsNew YorkOmaha

How The Mary Ann Simpson and gives

  • Giving held roughly steady from 2022 to 2025 (−12%). Method
  • In 2025 it paid out 99% 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

$0$10K$20K$30K$40K6 grants2019 0 grants2020 5 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $16K (2024) to $37K (2021). In 2025 it made 2 grants totaling $17K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Classical Ballet of Mobile Inc Mobile, ALFor Support in the Performing Arts$8,667
The Anchor Cross Cancer Foundation Daphne, ALResearch, Education and Support$8,667
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$315,409$11,129$21,332$17,3342$17,334$7,131$17,529
2024$325,612$73,111$25,198$16,3462$16,346$64,259$17,334
2023$277,699$-7,985$25,929$17,9002$17,900$371$16,346
2022$311,613$2,577$43,080$19,7942$19,794—$17,900
2021$352,116$19,742$41,736$37,4705$37,470$15,299$19,825
2020$374,110$12,004$6,999———$5,223$18,704
2019$369,105$12,432$26,337$19,8006—$5,636$19,067

Under IRS private-foundation payout rules, The Mary Ann Simpson and reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The Mary Ann Simpson and's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Stephen A. Davis

    Trustee

    On filings since 2019

    No compensation reported

  • Beverly C. Davis

    Trustee

    On filings since 2022

    No compensation reported

  • Christopher M. Davis

    Trustee

    New on the 2025 filing

    No compensation reported

Former officers (1)
  • Former: Nick Logiotatos (2019) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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 The Mary Ann Simpson and

How much does The Mary Ann Simpson and give each year?

The Mary Ann Simpson and gave $17K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 2 grants.

How large is The Mary Ann Simpson and?

The Mary Ann Simpson and reported $315K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $18K (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.

Where does The Mary Ann Simpson and operate?

The Mary Ann Simpson and has awarded grants in Alabama, Colorado, Nebraska, New York.

What is The Mary Ann Simpson and's EIN?

The Mary Ann Simpson and's EIN (Employer Identification Number) is 63-6184150. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Live grants for the work The Mary Ann Simpson and funds

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Mary Ann Simpson and'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.

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