The Simpson Foundation
The Simpson Foundation is listed in Kansas City, Missouri, and files as a private foundation. Its 2025 grants were described as educational scholarships and went largely to Alabama institutions. The Foundation’s website separately describes support for Simpson Middle School, including staff grants, technology, and school improvements; the materials provided do not clarify how that school-focused activity relates to the scholarship grantmaking.
Key facts about The Simpson Foundation
In short: The Simpson Foundation gave $274K across 23 grants in 2025 (avg $12K), mostly in Alabama. 17% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 63-0925496
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $274,400
- Grants made (2025)
- 23
- Average grant
- $11,930
- Median grant
- $7,200
- New grantees (estimate)
- 17% first-time grantees (4 of 23, 2025)
- Total assets
- $2,649,705
- Primary geography
- Alabama (95% of itemized 2025 grant dollars)
- Deadline
- Scholarship applications are accepted approximately from mid-January through March 1 each year.
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.6M
+16.1% YoY
Annual Giving
$274K
-4.3% YoY
Grant Count
23
+0.0% YoY
Avg Grant Size
$12K
-4.3% YoY
Under IRS private-foundation payout rules, The Simpson Foundation reported a distributable amount of $274K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Simpson Foundation open to new grantees?
17%
first-time grantees, 2025
In 2025, 4 of 23 grantees (17%) were first-time recipients. First grants averaged $4K; repeat grants $14K. How we count
Medians: $4K first-time, $9K repeat.
- 70% of 2025 grantees were also funded in 2024. Method
- Giving grew 54% from 2022 to 2025. Method
- In 2025 it paid out 117% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The Foundation’s website says it supports educational opportunities for Simpson Middle School students and staff through programs, faculty support, and facility improvements. It describes funding technology, morning tutoring, school improvements, and school grants. Its school-grant page says awards address needs identified by Simpson Middle School faculty and staff.
On its 2024 filing, the Foundation described its direct charitable activity as granting scholarships to deserving individuals. Its 2025 grants included universities and colleges. For example, Alabama State University’s foundation describes its mission as supporting the university’s educational needs and goals, while Tuskegee University describes its mission as providing postsecondary educational opportunities and contributing to society through research and development. These are the grantees’ stated missions.
Grantmaking
In filing year 2025, the Foundation reported 23 grants totaling $274,400. Grant amounts ranged from $1,800 to $52,600, with a median of $7,200. The largest reported grants were to Auburn University ($52,600), the University of Alabama ($34,400), Troy University ($27,000), the University of West Alabama ($23,400), and the University of South Alabama ($21,600); each was designated for educational scholarships. Alabama received 95% of grant dollars.
Review Cycle
** Scholarship applications are accepted approximately from mid-January through March 1 each year.
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Geographic Focus
Where this funder awards grants
The Foundation is listed in Kansas City, Missouri. Its 2025 grant dollars went primarily to Alabama recipients: 95% were in Alabama, with 1% each in Maryland, Mississippi, Virginia, and Missouri. Its 2024 filing restricts scholarship awards to residents of Wilcox County, Alabama. Separately, the Foundation’s website describes support for Simpson Middle School and refers to the Cobb County School District.
Grant Distribution by State
Share of all 23 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
126 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| AUBURN UNIVERSITY Auburn, AL | EDUCATIONAL SCHOLARSHIP | $52,600 |
| UNIVERSITY OF ALABAMA Tuscaloosa, AL | EDUCATIONAL SCHOLARSHIP | $34,400 |
| TROY UNIVERSITY Troy, AL | EDUCATIONAL SCHOLARSHIP | $27,000 |
| UNIVERSITY OF WEST ALABAMA Livingston, AL | EDUCATIONAL SCHOLARSHIP | $23,400 |
| UNIVERSITY OF SOUTH ALABAMA Mobile, AL | EDUCATIONAL SCHOLARSHIP | $21,600 |
| ALABAMA A&M UNIVERSITY Normal, AL | EDUCATIONAL SCHOLARSHIP | $19,800 |
| ALABAMA STATE UNIVERSITY Montgomery, AL | EDUCATIONAL SCHOLARSHIP | $14,400 |
| COASTAL ALABAMA COMMUNITY COLLEGE Bay Minette, AL | EDUCATIONAL SCHOLARSHIP | $10,800 |
| UNIVERSITY OF NORTH ALABAMA Florence, AL | EDUCATIONAL SCHOLARSHIP | $9,200 |
| AUBURN UNIVERSITY AT MONTGOMERY Montgomery, AL | EDUCATIONAL SCHOLARSHIP | $9,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $2,649,705 | $791,072 | $422,807 | $274,400 |
| 2024 | $2,281,603 | $211,422 | $515,361 | $286,700 |
| 2023 | $2,584,598 | $77,592 | $298,417 | $167,675 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,649,705 | $2,281,603 | $2,584,598 |
| Revenue | $791,072 | $211,422 | $77,592 |
| Expenses | $422,807 | $515,361 | $298,417 |
| Qualifying Distributions | $321,722 | $397,366 | $225,249 |
| Net Investment Income | $694,791 | $117,508 | — |
| Distributable Amount | $274,143 | $304,363 | $313,242 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Chris Stone
Trustee
On filings since 2020
15 hrs/week
$23K (2020) → $23K (2025)
Mary Hogen
Trustee
On filings since 2020
10 hrs/week
$19K (2020) → $23K (2025)
National Advisors Trust CO
Trustee
On filings since 2020
10 hrs/week
$24K (2020) → $18K (2025)
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
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://simpsonfoundation.net
Frequently asked questions about The Simpson Foundation
How much does The Simpson Foundation give each year?
The Simpson Foundation gave $274K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $287K across 23 grants.
What is The Simpson Foundation's typical grant size?
The Simpson Foundation's median grant in 2025 was $7,200, and its average grant was $11,930, across 23 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Simpson Foundation that year got $4K on average.
Where does The Simpson Foundation give grants?
The Simpson Foundation gives mostly in Alabama: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Tuscaloosa, AL (2 grants), Montgomery, AL (2 grants) and Birmingham, AL (2 grants).
Does The Simpson Foundation give general operating support?
Not in 2025: none of the 23 grants with a stated purpose on The Simpson Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational Scholarship" (23 grants).
Who are The Simpson Foundation's largest grantees?
The Simpson Foundation's largest 2025 grantees include Auburn University ($52,600), University of Alabama ($34,400) and Troy University ($27,000), according to its 2025 IRS Form 990-PF. Together they received 42% of its itemized 2025 grant dollars.
How large is The Simpson Foundation?
The Simpson Foundation reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $322K in qualifying distributions that year, against a required minimum of $274K (roughly 5% of its investment assets).
What does The Simpson Foundation fund?
The Foundation’s website says it supports educational opportunities for Simpson Middle School students and staff through programs, faculty support, and facility improvements. It describes funding technology, morning tutoring, school improvements, and school grants. Its school-grant page says awards address needs identified by Simpson Middle School faculty and staff. On its 2024 filing, the Foundation described its direct charitable activity as granting scholarships to deserving individuals. Its…
How do I apply for a grant from The Simpson Foundation?
In filing year 2025, the Foundation reported 23 grants totaling $274,400. Grant amounts ranged from $1,800 to $52,600, with a median of $7,200. The largest reported grants were to Auburn University ($52,600), the University of Alabama ($34,400), Troy University ($27,000), the University of West Alabama ($23,400), and the University of South Alabama ($21,600); each was designated for educational scholarships. Alabama received 95% of grant dollars. The Foundation’s 2024 filing says applications a…
What is The Simpson Foundation's EIN?
The Simpson Foundation's EIN (Employer Identification Number) is 63-0925496. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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