The Mary Ann Simpson and
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.
Key facts about The Mary Ann Simpson and
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.
- EIN
- 63-6184150
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $17,334
- Grants made (2025)
- 2
- Average grant
- $8,667
- Median grant
- $8,667
- Total assets
- $315,409
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$315K
-3.1% YoY
Annual Giving
$17K
+6.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$9K
+6.0% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $16K (2024) to $37K (2021). In 2025 it made 2 grants totaling $17K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
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
The most common grant size was under $50K: 13 grants of 13 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Classical Ballet of Mobile Inc Mobile, AL | For Support in the Performing Arts | $8,667 |
| The Anchor Cross Cancer Foundation Daphne, AL | Research, Education and Support | $8,667 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $315,409 | $325,612 | $277,699 |
| Revenue | $11,129 | $73,111 | $-7,985 |
| Expenses | $21,332 | $25,198 | $25,929 |
| Qualifying Distributions | $17,334 | $16,346 | $17,900 |
| Net Investment Income | $7,131 | $64,259 | $371 |
| Distributable Amount | $17,529 | $17,334 | $16,346 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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.
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