Albert G Simms Testamentary Trust #2

PENNINGTON, NJ EIN: 85-6014105

Albert G Simms Testamentary Trust #2 is a private foundation, based in PENNINGTON, NJ. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 1 grants totaling $147K. Net investment income was $156K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.9M

-0.4% YoY

Annual Giving

$147K

+6.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$147K

+6.6% YoY

About Albert G Simms Testamentary Trust #2

Based on IRS filings

Albert G Simms Testamentary Trust #2 is a private foundation, based in PENNINGTON, NJ. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 1 grants totaling $147K. Net investment income was $156K.

Ready to take the next step with Albert G Simms Testamentary Trust #2?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Albuquerque

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$148K$297K$445K$593K20212022202320242025
Metric202520242023
Total Assets$2,946,655$2,957,328$2,576,587
Revenue$165,325$539,136$114,450
Expenses$176,005$158,012$183,228
Qualifying Distributions$153,102$149,292$172,623
Net Investment Income$155,687$530,817$106,290
Distributable Amount$182,703$158,424$149,005

Giving Over Time

Total grant dollars and number of grants per year

$0$40K$81K$121K$162K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

ALBUQUERQUE ACADEMY$147K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICA N ATRUSTEE$15K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICA N ATRUSTEE2$15,154

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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