The Simpson Charitable Trust XXXXX2008

Private foundation · Grantmaker Chicago, IL EIN: 13-7050920

The Simpson Charitable Trust XXXXX2008 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 1 grant totaling $64K. Net investment income was $68K.

Key facts about The Simpson Charitable Trust XXXXX2008

In short: The Simpson Charitable Trust XXXXX2008 gave $64K across 1 grant in 2025 (avg $64K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
13-7050920
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$64,000
Grants made (2025)
1
Average grant
$64,000
Median grant
$64,000
Total assets
$1,185,480
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.2M

-0.7% YoY

Annual Giving

$64K

+6.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$64K

+6.7% YoY

Under IRS private-foundation payout rules, The Simpson Charitable Trust XXXXX2008 reported a distributable amount of $80K for 2025 — the minimum it must pay out in qualifying distributions.

How The Simpson Charitable Trust XXXXX2008 gives

  • Giving held roughly steady from 2022 to 2025 (−9%). Method
  • In 2025 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Philadelphia

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $60K (2024) to $70K (2022). In 2025 it made 1 grant totaling $64K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Burn Foundation: $64KBurn Foundation$64K

The largest 2025 recipient was Burn Foundation ($64K).

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Burn Foundation Philadelphia, PAGeneral$64,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,185,480$1,193,592$1,205,987
Revenue$81,105$78,397$81,759
Expenses$89,248$84,937$92,254
Qualifying Distributions$74,849$68,429$77,832
Net Investment Income$67,619$63,156$60,672
Distributable Amount$80,160$75,574$68,993

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Simpson Charitable Trust XXXXX2008's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2023 (compensated).

Officers on the 2025 filing

  • JP Morgan Chase Bank NA

    Trustee

    On filings since 2023

    2 hrs/week

    $22K (2023) → $24K (2025)

Former officers (1)
  • Former: Jp Morgan Chase Bankna (2020–2022) — Trustee

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

JP Morgan Chase Bank NA — Trustee: $24KJP Morgan Chase Bank NATrustee$24K

The highest reported compensation on the 2025 filing was $24K, to JP Morgan Chase Bank NA (Trustee).

Frequently asked questions about The Simpson Charitable Trust XXXXX2008

How much does The Simpson Charitable Trust XXXXX2008 give each year?

The Simpson Charitable Trust XXXXX2008 gave $64K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 1 grant.

How large is The Simpson Charitable Trust XXXXX2008?

The Simpson Charitable Trust XXXXX2008 reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $75K in qualifying distributions that year, against a required minimum of $80K (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 Simpson Charitable Trust XXXXX2008 operate?

The Simpson Charitable Trust XXXXX2008 has awarded grants in Pennsylvania.

What is The Simpson Charitable Trust XXXXX2008's EIN?

The Simpson Charitable Trust XXXXX2008's EIN (Employer Identification Number) is 13-7050920. 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.

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