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Nonprofit · EIN 63-0925496

THE SIMPSON FOUNDATION

Tax-exempt · KANSAS CITY, MO 64187

Financials

$78K$298K2022$211K$515K2023$791K$423K2024$324K$396K2025
Revenue Expenses · by fiscal year end
Financials of THE SIMPSON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$324,045$395,797-$71,752$2,579,110$0$2,579,110
April 30, 2025990-PF$791,072$422,807$368,265$2,649,705$0$2,649,705
April 30, 2024990-PF$211,422$515,361-$303,939$2,281,603$0$2,281,603
April 30, 2023990-PF$77,592$298,417-$220,825$2,584,598$0$2,584,598
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$101,836
Net rental income
$170,535
Net gain from sales of assets
-$9,194
Other income
$53,568

Expenses

Grants and similar amounts paid
$237,750
Compensation of officers, directors and key employees
$68,919
Disbursements for charitable purposes
$283,625
Excise tax on investment income
$3,246

Balance sheet and other

Total assets, start of year
$2,649,705
Total assets, end of year
$2,579,110
Total liabilities, end of year
$0
Net assets, end of year
$2,579,110
Fair market value of assets
$5,788,600
Qualifying distributions
$283,625
Net investment income
$326,258

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
CHRIS STONE
15200 HWY 10 EAST, PINE APPLE, AL 36768
TRUSTEE15$29,445
MARY HOGEN
3141 KINGRIDGE WAY, GLENDALE, CA 91206
TRUSTEE10$21,730
NATIONAL ADVISORS TRUST CO
PO BOX 874080, KANSAS CITY, MO 641874080
TRUSTEE10$17,744
990-PF for the year ended April 30, 2025: 3 people
NameTitleHours / weekCompensation
CHRIS STONE
15200 HWY 10 EAST, PINE APPLE, AL 36768
TRUSTEE15$23,065
MARY HOGEN
3141 KINGRIDGE WAY, GLENDALE, CA 91206
TRUSTEE10$22,653
NATIONAL ADVISORS TRUST CO
PO BOX 874080, KANSAS CITY, MO 641874080
TRUSTEE10$17,988
990-PF for the year ended April 30, 2024: 3 people
NameTitleHours / weekCompensation
CHRIS STONE
15200 HWY 10 EAST, PINE APPLE, AL 36768
TRUSTEE15$26,476
MARY HOGEN
3141 KINGRIDGE WAY, GLENDALE, CA 91206
TRUSTEE10$22,019
NATIONAL ADVISORS TRUST CO
PO BOX 874080, KANSAS CITY, MO 641874080
TRUSTEE10$17,666
990-PF for the year ended April 30, 2023: 3 people
NameTitleHours / weekCompensation
MARY HOGEN
3141 KINGRIDGE WAY, GLENDALE, CA 91206
TRUSTEE1$21,645
CHRIS STONE
15200 HWY 10 EAST, PINE APPLE, AL 36768
TRUSTEE1$21,645
NATIONAL ADVISORS TRUST CO
PO BOX 874080, KANSAS CITY, MO 641874080
TRUSTEE10$18,788

Address and contacts

Address (IRS master file)
PO BOX 874080, KANSAS CITY, MO 64187-4080
In care of
% OAKWORTH CAPITAL BANK
Signed the 990-PF
NATIONAL ADVISORS TRUST COMPANY, TRUSTEE
Phone
(877) 527-3476
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
63-0925496
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1986
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$2,579,110
Income (IRS master file)
$905,638

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$324,045$395,797$2,579,110XML
990-PFApril 2025$791,072$422,807$2,649,705XML
990-PFApril 2024$211,422$515,361$2,281,603XML
990-PFApril 2023$77,592$298,417$2,584,598XML
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2020–––IRS
990-PFApril 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-0925496).

Questions about THE SIMPSON FOUNDATION

What is the EIN of THE SIMPSON FOUNDATION?
The employer identification number (EIN) of THE SIMPSON FOUNDATION is 63-0925496.
Is THE SIMPSON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to THE SIMPSON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE SIMPSON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE SIMPSON FOUNDATION due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE SIMPSON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of THE SIMPSON FOUNDATION?
The 990-PF for the year ended April 30, 2026 lists 3 people; 3 received compensation from the organization, the highest $29,445 (CHRIS STONE, TRUSTEE).
How much revenue does THE SIMPSON FOUNDATION have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $324,045, expenses of $395,797 and total assets of $2,579,110 at year end.

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