Simon Bruml Trust
Simon Bruml Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 4 grants totaling $117K. Net investment income was $138K.
Simon Bruml Trust at a glance
In short: Simon Bruml Trust gave $117K across 4 grants in 2025 (avg $29K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $117,000
- +2.6% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $29,250
- +2.6% vs 2024
- Median grant
- $29,250
- Total assets
- $2,011,746
- +0.7% vs 2024
- Primary geography
- California (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Simon Bruml Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Masonic Homes of California ($29K). Together the top 4 received $117K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Simon Bruml Trust gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $112K (2021) to $131K (2023). In 2025 it made 4 grants totaling $117K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Masonic Homes of California San Francisco, CA | General Operating | $29,250 |
| Eastern Star Homes of California Yorba Linda, CA | General Operating | $29,250 |
| PCD Unitarian Universalist Assn Brighton, CO | General Operating | $29,250 |
| Home for Jewish Parents Danville, CA | General Operating | $29,250 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,011,746 | $172,554 | $157,935 | $117,000 | 4 | $121,734 | $138,421 | $129,614 |
| 2024 | $1,997,183 | $138,833 | $151,576 | $114,000 | 4 | $118,527 | $106,161 | $121,200 |
| 2023 | $2,009,924 | $94,304 | $166,419 | $131,000 | 4 | $135,150 | $63,447 | $118,390 |
| 2022 | $2,081,763 | $129,111 | $153,353 | $112,000 | 4 | $116,536 | $95,526 | $137,643 |
| 2021 | $2,105,512 | $192,620 | $148,872 | $112,000 | 4 | — | $161,411 | $125,121 |
Under IRS private-foundation payout rules, Simon Bruml Trust reported a distributable amount of $130K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Simon Bruml Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$33K (2021) → $34K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $34K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Simon Bruml Trust
How much does Simon Bruml Trust give each year?
Simon Bruml Trust gave $117K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $114K across 4 grants.
What is Simon Bruml Trust's typical grant size?
Simon Bruml Trust's median grant in 2025 was $29,250, and its average grant was $29,250, across 4 grants on its 2025 IRS Form 990-PF.
Where does Simon Bruml Trust give grants?
Simon Bruml Trust gives mostly in California: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Colorado (25%).
Does Simon Bruml Trust give general operating support?
Yes: 100% of Simon Bruml Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Simon Bruml Trust?
Simon Bruml Trust reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $122K in qualifying distributions that year, against a required minimum of $130K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Simon Bruml Trust's EIN?
Simon Bruml Trust's EIN (Employer Identification Number) is 94-6461662. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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