Er Simonis Educational Loan Fund
EIN 626336489Total Given 2021–2021
$137K
1 grants · $137K avg/year
based on 1 yr of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$137K
typical big bets · $137K–$137K
grant size
0%
transactional · single-year
repeat
$134K
Assets (2020)
1
Distinct Recipients
About
CLOSING PER TERMS OF TRUST AGREEMENT
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
FIFTH THIRD BANK N A TRUST DIVIS
Phone
(800) 400-0439
Deadlines
NONE
How to Apply
FORM AVAILABLE UPON REQUEST
Restrictions
MINIMUM AGE IS 18, MAXIMUM AMOUNT PER SEMESTER IS $2500. TOTAL AMT PER STUDENT IS $10,000.00. FAMILY OF ELEANOR SIMONIS INELIGIBLE. FIFTH THIRD EMPLOYEES & FAMILY INELIGIBLE. MUST BE CABARRUS CO. RESIDENT.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | N/A | $168K | $6K | N/A |
| 2017 | N/A | $183K | $6K | N/A |
| 2018 | N/A | $161K | $8K | N/A |
| 2020 | N/A | $134K | $5K | N/A |
| 2021 | $137K | $0 | $27K | 1 |
Grant Size Distribution
Based on 1 grants on record
Minimum
$137K
25th Pctl
$137K
Median
$137K
Average
$137K
75th Pctl
$137K
Maximum
$137K
Geographic Distribution
Officers & Directors
FA
Fifth Third Bank N a
2 yrs
Trustee
FA
Fifth Third Bank N a
2 yrs
Trustee
FB
Fifth Third Bank
3 yrs
Trustee
FB
Fifth Third Bank
3 yrs
Trustee
FB
Fifth Third Bank
3 yrs
Trustee
Grants Awarded (1 total)
| Purpose | ||||
|---|---|---|---|---|
| Foundation for the Carolinas | Charlotte, NC | $137,051 | PROGRAM SUPPORT | 2021 |