Almira N Simons Trust
DALLAS, TX EIN: 04-6008364
Financial Overview
From 2025 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Almira N Simons Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $15,681 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $218K (100%)
States
Cities
Wellesley
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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