ALMIRA N SIMONS TRUST
Total Given 2018–2025
$248K
6 grants · $31K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$41K
typical mid grants · $39K–$44K
grant size
50%
supporter · 1/2 multi-year
repeat
$1.2M
Assets · 2021
2
Distinct recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
BANK OF AMERICA
Phone
8888663275
Deadlines
NONE
How to Apply
INCLUDE ALL PERTINENT INFORMATION
Restrictions
INDIGENT ELDERLY RESIDENTS OF WELLSLEY, MA
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $38K | $965K | $77K | 1 |
| 2019 | $41K | $930K | $53K | 1 |
| 2020 | N/A | $981K | $75K | N/A |
| 2021 | $39K | $1.2M | $63K | 1 |
| 2023 | $44K | $926K | $-982 | 1 |
| 2024 | $41K | $1.1M | $34K | 1 |
| 2025 | $45K | $1.2M | $90K | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$38K
25th Pctl
$39K
Median
$41K
Average
$41K
75th Pctl
$44K
Maximum
$45K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| BANK OF AMERICA | TRUSTEE | $16K |
| BANK OF AMERICA N A | TRUSTEE | $13K |
Grants Awarded (6 total)
| Purpose | ||||
|---|---|---|---|---|
| FRIENDS OF THE WELLESLEY COUNCIL | WELLESLEY, MA | $45,000 | UNRESTRICTED GENERAL | 2025 |
| FRIENDS OF THE WELLESLEY | WELLESLEY, MA | $44,000 | USED FOR WELLESLEY | 2023 |
| FRIENDS OF THE WELLESLEY | WELLESLEY, MA | $41,000 | USED FOR WELLESLEY | 2019 |
| FRIENDS OF THE WELLESLEY | WELLESLEY, MA | $41,000 | USED FOR WELLESLEY | 2024 |
| FRIENDS OF THE WELLESLEY | WELLESLEY, MA | $39,000 | USED FOR WELLESLEY | 2021 |
| FRIENDS OF THE WELLESLEY | WELLESLEY, MA | $38,500 | USED FOR WELLESLEY | 2018 |