The Simpson Foundation Co National Advisors
The Simpson Foundation is a private foundation based in Kansas City, Missouri. Its 2024 filing says it grants scholarships to deserving individuals; the filing also identifies residents of Wilcox County, Alabama, in its award restrictions.
The Simpson Foundation Co National Advisors at a glance
In short: The Simpson Foundation Co National Advisors gave $238K across 24 grants in 2026 (avg $10K), mostly in Alabama. 10% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $237,750
- -13.4% vs 2025
- Grants made (2026)
- 24
- +4.3% vs 2025
- Average grant
- $9,906
- -17.0% vs 2025
- Median grant
- $6,000
- Total assets
- $2,579,110
- -2.7% vs 2025
- New grantees (estimate)
- 10% first-time grantees (2 of 20, 2026; small sample)
- Primary geography
- Alabama (97% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Simpson Foundation Co National Advisors
- How to Apply
-
The 2024 filing says to complete the online application and mail a hardcopy of the student’s transcript.
- Review Cycle
- Approximately mid-January through March 1 each year, according to the 2024 filing.
- Deadline
- Approximately mid-January through March 1 each year, according to the 2024 filing.
- Contact
Application contact: The Simpson Foundation
Mailing address: 105 Tallapoosa St Ste 300, Montgomery, AL 36104
Phone: (334) 271-2200
Email: cindy.phillips@warrenaverett.com
Website: https://thesimpsonfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Simpson Foundation Co National Advisors funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Auburn University ($43K). Together the top 10 received $181K.
Organizations only. It also paid 4 individual scholarships ($26,250), which are not listed by name.
Grant Size Distribution
125 grants across all recorded years
The most common grant size was under $50K: 123 grants of 125 (98%).
Geographic Focus
Where this funder awards grants
In 2025, Alabama recipients received 95% of grant dollars. Maryland, Mississippi, Virginia, and Missouri each accounted for 1%.
Grant Distribution by State
Share of 2026 grant dollars across all 24 itemized grants.
Cities
Is The Simpson Foundation Co National Advisors open to new grantees?
10%
first-time grantees, 2026
In 2026, 2 of 20 grantees (10%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $2K; repeat grants $12K. How we count
Medians: $2K first-time, $6K repeat.
- 75% of 2026 grantees were also funded in 2025. Method
- Giving grew 42% from 2023 to 2026. Method
- In 2026 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
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $168K (2023) to $287K (2024). In 2026 it made 24 grants totaling $238K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Auburn University Auburn, AL | Scholarship | $43,000 |
| The University of Alabama Tuscaloosa, AL | Scholarship | $35,000 |
| University of West Alabama Livingston, AL | Scholarship | $22,500 |
| Alabama a & M University Normal, AL | Scholarship | $19,500 |
| 4 individual scholarships Recipients not named | — | $26,250 |
| Troy University Troy, AL | Scholarship | $15,750 |
| Alabama State University Montgomery, AL | Scholarship | $15,000 |
| University of South Alabama Mobile, AL | Scholarship | $10,500 |
| Tuskegee University Tuskegee, AL | Scholarship | $7,500 |
| University of Alabama at Birmingham Birmingham, AL | Scholarship | $6,000 |
Ready to take the next step with The Simpson Foundation Co National Advisors?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,579,110 | $324,045 | $395,797 | $237,750 | 24 | $283,625 | $233,512 | $285,393 |
| 2025 | $2,649,705 | $791,072 | $422,807 | $274,400 | 23 | $321,722 | $694,791 | $274,143 |
| 2024 | $2,281,603 | $211,422 | $515,361 | $286,700 | 23 | $397,366 | $117,508 | $304,363 |
| 2023 | $2,584,598 | $77,592 | $298,417 | $167,675 | 26 | $225,249 | — | $313,242 |
| 2022 | $2,800,799 | $194,665 | $311,260 | $178,750 | 29 | $244,020 | $127,425 | $309,987 |
| 2021 | $2,916,730 | $71,376 | $321,034 | $185,600 | 25 | — | $8,161 | $306,266 |
| 2020 | $3,171,079 | $105,596 | $350,120 | $179,000 | 25 | — | $13,738 | $304,550 |
Under IRS private-foundation payout rules, The Simpson Foundation Co National Advisors reported a distributable amount of $285K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s stated charitable activity is awarding scholarships. Its 2025 grants went largely to colleges and universities. Among the grantees, Alabama State University’s foundation describes its mission as supporting the university’s educational needs and goals, while Stillman College describes its mission as providing high-quality educational opportunities.
Grantmaking
In filing year 2025, the foundation reported 23 grants totaling $274,400. Grants ranged from $1,800 to $52,600, with a median of $7,200. The largest awards included $52,600 to Auburn University, $34,400 to the University of Alabama, $27,000 to Troy University, and $23,400 to the University of an individual recipient The filing lists the purposes of these grants as educational scholarships. Its 2026 filing, the latest on this page, reports 24 grants totaling $237,750.
The 2024 filing says the foundation does not restrict giving to preselected organizations. It describes an application completed online, with a hardcopy of the student’s transcript mailed to the foundation. The filing says applications are accepted approximately from mid-January through March 1 each year and identifies residents of Wilcox County, Alabama, as the award restriction. The filing’s stated March 1 application deadline has passed for 2026.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Mary Hogen, Chris Stone, and National Advisors Trust Co as trustees.
The Simpson Foundation Co National Advisors's 2026 filing lists 3 officers; all 3 officers listed in 2026 are compensated.
Officers on the 2026 filing
Chris Stone
Trustee
On filings since 2020
15 hrs/week
$23K (2020) → $29K (2026)
Mary Hogen
Trustee
On filings since 2020
10 hrs/week
$19K (2020) → $22K (2026)
National Advisors Trust CO
Trustee
On filings since 2020
10 hrs/week
$24K (2020) → $18K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $29K, to Chris Stone (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about The Simpson Foundation Co National Advisors
How much does The Simpson Foundation Co National Advisors give each year?
The Simpson Foundation Co National Advisors gave $238K across 24 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $274K across 23 grants.
What is The Simpson Foundation Co National Advisors's typical grant size?
The Simpson Foundation Co National Advisors's median grant in 2026 was $6,000, and its average grant was $9,906, across 24 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from The Simpson Foundation Co National Advisors that year got $2K on average.
Where does The Simpson Foundation Co National Advisors give grants?
The Simpson Foundation Co National Advisors gives mostly in Alabama: 97% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Montgomery, AL (3 grants) and Tuscaloosa, AL (2 grants).
Does The Simpson Foundation Co National Advisors give general operating support?
Not in 2026: none of the 24 grants with a stated purpose on The Simpson Foundation Co National Advisors's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (24 grants).
Who are The Simpson Foundation Co National Advisors's largest grantees?
The Simpson Foundation Co National Advisors's largest 2026 grantees include Auburn University ($43,000), The University of Alabama ($35,000) and University of West Alabama ($22,500), according to its 2026 IRS Form 990-PF. It also paid 4 individual scholarships ($26,250), which are not listed by name. Together they received 42% of its itemized 2026 grant dollars.
How large is The Simpson Foundation Co National Advisors?
The Simpson Foundation Co National Advisors reported $2.6M in total assets on its 2026 IRS Form 990-PF. It paid out $284K in qualifying distributions that year, against a required minimum of $285K (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.
What does The Simpson Foundation Co National Advisors fund?
The foundation’s stated charitable activity is awarding scholarships. Its 2025 grants went largely to colleges and universities. See mission & focus areas ↑
How do I apply for a grant from The Simpson Foundation Co National Advisors?
The 2024 filing says to complete the online application and mail a hardcopy of the student’s transcript. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Simpson Foundation Co National Advisors's EIN?
The Simpson Foundation Co National Advisors's EIN (Employer Identification Number) is 63-0925496. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 14, 2026)
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Missouri
Missouri Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Simpson Foundation Co National Advisors's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Allyrae Wallace Educational Trust
Camden, AL
The trust funds cash scholarships for Wilcox County, Alabama, residents pursuing college or vocational education; in 2025, awards ranged from $550 to $36,125, with a median of $3,250, and it reported more than 100 scholarships. It accepts scholarship applications with grade transcripts; applicants must be Wilcox County residents making progress toward a college degree.
Assets
$1.6M
Grants
23
Total Given
$187K
Roy Lee Farish & Wilda W Farish
Camden, AL
The foundation funds college scholarships for Wilcox County, Alabama, residents with at least a B average and grants to educational institutions, primarily in Alabama. In 2025, it made 13 grants totaling $31,000, ranging from $1,000 to $10,000; its filing says giving is not restricted to preselected organizations. For scholarships, applicants must submit the Farish Scholarship Application; the filing does not state whether it accepts unsolicited grant requests.
Assets
$446K
Grants
13
Total Given
$31K
IBM International Foundation
Armonk, NY
The IBM International Foundation funds education and workforce programs that build 21st-century and technology job skills, including initiatives for underserved students and job seekers. Its 2024 grants ranged from $10,000 to $8.48 million, with a median of $100,000, and went to organizations across several U.S. states, especially Delaware and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$357.7M
Grants
16
Total Given
$11.7M
The Mabel Amos Memorial Fund
Montgomery, AL
The Mabel Amos Memorial Fund provides scholarships to young men and women from Alabama attending any educational institution. In 2025, it awarded 18 grants totaling $373,600, ranging from $500 to $150,850, with a median award of $4,750. It does not state whether it accepts unsolicited requests; applicants are directed to contact Regions Bank and apply through a link shared by high school counselors.
Assets
$6.3M
Grants
18
Total Given
$374K
Texas Guaranteed Student Loan Corporation
Round Rock, TX
To develop and advance initiatives that grow individual economic mobility and expand community prosperity.
Assets
$620.8M
Grants
7
Total Given
$10.1M
Naphcare Charitable Foundation Inc
Birmingham, AL
NaphCare Charitable Foundation supports scholarships, research, and educational programs focused on the health and wellbeing of justice-involved people; its scholarships serve eligible students in Alabama, Mississippi, and Kentucky. In 2024, it made 33 grants totaling $208,186, ranging from $109 to $41,737, with a median grant of $3,139, mainly to recipients in Alabama, Kentucky, Mississippi, Arizona, and Georgia. It makes contributions only to preselected organizations and does not accept unsolicited requests, though it accepts scholarship applications.
Assets
$142K
Grants
33
Total Given
$208K
More similar funders
More Funders in Missouri
Cite this profile
Grantable. (2026). The Simpson Foundation Co National Advisors funder profile. GrantGraph. Retrieved November 4, 2026, from https://grantable.co/funders/the-simpson-foundation-co-national-advisors-morg_98bc9d4e49e6421b8db94ac7badbe432
BibTeX
@misc{grantable_630925496_2026,
author = {{Grantable}},
title = {{The Simpson Foundation Co National Advisors funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-simpson-foundation-co-national-advisors-morg_98bc9d4e49e6421b8db94ac7badbe432},
note = {Accessed 2026-11-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Simpson Foundation Co National Advisors'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.
The Simpson Foundation Co National Advisors down — hundreds of funders to go?