Simms Tr #2-Dima-Holding
EIN 856014105Total Given 2019–2024
$696K
5 grants · $116K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$138K
typical big bets · $131K–$150K
grant size
100%
deep partner · 1/1 multi-year
repeat
$3.6M
Assets (2024)
1
Distinct Recipients
About
NEW MEXICO AG OFFICE HAS STATED THERE IS NO FILING REQUIREMENT FOR THIS TRUST.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(609) 274-6834
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | $116K | $2.9M | $84K | 1 |
| 2020 | N/A | $2.8M | $185K | N/A |
| 2021 | $131K | $3.7M | $152K | 1 |
| 2022 | $150K | $2.9M | $181K | 1 |
| 2023 | $162K | $3.2M | $114K | 1 |
| 2024 | $138K | $3.6M | $539K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$116K
25th Pctl
$131K
Median
$138K
Average
$139K
75th Pctl
$150K
Maximum
$162K
Geographic Distribution
Officers & Directors
BA
Bank of America N a
4 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
BN
Bank of America Na
Trustee
UA
Ust-Ml a Division of Bank of Ameri
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| Albuquerque Academy | Albuquerque, NM | $161,527 | GENERAL OPERATING | 2023 |
| Albuquerque Academy | Albuquerque, NM | $150,268 | GENERAL OPERATING | 2022 |
| Albuquerque Academy | Albuquerque, NM | $137,908 | GENERAL OPERATING | 2024 |
| Albuquerque Academy | Albuquerque, NM | $130,646 | GENERAL OPERATING | 2021 |
| Albuquerque Academy | Albuquerque, NM | $115,788 | GENERAL OPERATING | 2019 |