Almira N Simons Trust

Foundation · Grantmaker DALLAS, TX EIN: 04-6008364

Almira N Simons Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $913K in total assets. In 2025, it awarded 1 grants totaling $45K. Net investment income was $78K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$913K

+3.5% YoY

Annual Giving

$45K

+9.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$45K

+9.8% YoY

Under IRS private-foundation payout rules, Almira N Simons Trust reported a distributable amount of $54K for 2025 — the minimum it must pay out in qualifying distributions.

About Almira N Simons Trust

Based on IRS filings

Almira N Simons Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $913K in total assets. In 2025, it awarded 1 grants totaling $45K. Net investment income was $78K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Wellesley

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$48K$96K$144K$192K20212022202320242025
Metric202520242023
Total Assets$913,219$882,407$877,451
Revenue$90,114$34,084$-982
Expenses$63,931$58,058$63,938
Qualifying Distributions$52,007$47,514$50,138
Net Investment Income$77,699$21,220$10,741
Distributable Amount$54,411$51,253$47,627

Giving Over Time

Total grant dollars and number of grants per year

$0$12K$24K$36K$49K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

FRIENDS OF THE WELLESLEY…$45K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Friends of the Wellesley Council ($45,000).

RecipientPurposeAmount
FRIENDS OF THE WELLESLEY COUNCIL WELLESLEY, MAUNRESTRICTED GENERAL$45,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$16K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$15,681

Frequently Asked Questions

How large is Almira N Simons Trust?

As of 2025, Almira N Simons Trust holds $913K in total assets with $90K in annual revenue. It awarded 1 grants totaling $45K in 2025.

Where does Almira N Simons Trust operate?

Almira N Simons Trust has awarded grants in Massachusetts.

What size grants does Almira N Simons Trust award?

In 2025, Almira N Simons Trust awarded 1 grants totaling $45K — an average of about $45K per grant, based on its IRS Form 990 filings.

How much is Almira N Simons Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Almira N Simons Trust reported a distributable amount of $54K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Almira N Simons Trust's EIN?

Almira N Simons Trust's EIN (Employer Identification Number) is 04-6008364. IRS Form 990 filing data is available on this page for 2021–2025.

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

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