The Simpson Foundation
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 at a glance
In short: The Simpson Foundation gave $274K across 23 grants in 2025 (avg $12K), mostly in Alabama. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $274,400
- -4.3% vs 2024
- Grants made (2025)
- 23
- +0.0% vs 2024
- Average grant
- $11,930
- -4.3% vs 2024
- Median grant
- $7,200
- Total assets
- $2,649,705
- +16.1% vs 2024
- New grantees (estimate)
- 20% first-time grantees (4 of 20, 2025; small sample)
- Primary geography
- Alabama (95% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Simpson Foundation
- 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 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Auburn University ($53K). Together the top 10 received $220K.
Organizations only. It also paid 4 individual scholarships ($21,600), which are not listed by name.
Grant Size Distribution
126 grants across all recorded years
The most common grant size was under $50K: 124 grants of 126 (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 2025 grant dollars across all 23 itemized grants.
Cities
Is The Simpson Foundation open to new grantees?
20%
first-time grantees, 2025
In 2025, 4 of 20 grantees (20%) 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 $4K; repeat grants $16K. How we count
Medians: $4K first-time, $12K 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $168K (2023) to $287K (2024). In 2025 it made 23 grants totaling $274K.
Grants by year
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 |
| 4 individual scholarships Recipients not named | — | $21,600 |
| University of North Alabama Florence, AL | Educational Scholarship | $9,200 |
| Auburn University at Montgomery Montgomery, AL | Educational Scholarship | $9,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 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 reported a distributable amount of $274K for 2025 — 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.
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'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
The highest reported compensation on the 2025 filing was $23K, to Chris Stone (Trustee). 3 officers or directors reported compensation on that filing.
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) and Montgomery, 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. It also paid 4 individual scholarships ($21,600), which are not listed by name. 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 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?
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'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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). The Simpson Foundation funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/the-simpson-foundation-morg_98bc9d4e49e6421b8db94ac7badbe432
BibTeX
@misc{grantable_630925496_2026,
author = {{Grantable}},
title = {{The Simpson Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-simpson-foundation-morg_98bc9d4e49e6421b8db94ac7badbe432},
note = {Accessed 2026-10-18. 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'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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