Simon Bruml Trust
EIN 946461662Total Given 2019–2025
$700K
24 grants · $100K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$28K
typical mid grants · $28K–$29K
grant size
100%
deep partner · 4/4 multi-year
repeat
$2.7M
Assets (2025)
4
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 730-4933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | $114K | $2.3M | $136K | 4 |
| 2020 | N/A | $2.3M | $156K | N/A |
| 2021 | $112K | $2.9M | $193K | 4 |
| 2022 | $112K | $2.6M | $129K | 4 |
| 2023 | $131K | $2.4M | $94K | 4 |
| 2024 | $114K | $2.6M | $139K | 4 |
| 2025 | $117K | $2.7M | $173K | 4 |
Grant Size Distribution
Based on 24 grants on record
Minimum
$28K
25th Pctl
$28K
Median
$28K
Average
$29K
75th Pctl
$29K
Maximum
$33K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
6 yrs
Trustee
WA
Wells Fargo Bank N a
6 yrs
Trustee
WA
Wells Fargo Bank N a
6 yrs
Trustee
WA
Wells Fargo Bank N a
6 yrs
Trustee
WA
Wells Fargo Bank N a
6 yrs
Trustee
WA
Wells Fargo Bank N a
6 yrs
Trustee
WN
Wells Fargo Bank NA
Trustee
Grants Awarded (24 total)
| Purpose | ||||
|---|---|---|---|---|
| Masonic Homes of California | San Francisco, CA | $32,750 | GENERAL OPERATING | 2023 |
| Eastern Star Homes of California | Yorba Linda, CA | $32,750 | GENERAL OPERATING | 2023 |
| Pcd Unitarian Universalist Assn | Brighton, CO | $32,750 | GENERAL OPERATING | 2023 |
| Home for Jewish Parents | Danville, CA | $32,750 | GENERAL OPERATING | 2023 |
| Masonic Homes of California | San Francisco, CA | $29,250 | GENERAL OPERATING | 2025 |
| Eastern Star Homes of California | Yorba Linda, CA | $29,250 | GENERAL OPERATING | 2025 |
| Pcd Unitarian Universalist Assn | Brighton, CO | $29,250 | GENERAL OPERATING | 2025 |
| Home for Jewish Parents | Danville, CA | $29,250 | GENERAL OPERATING | 2025 |
| Masonic Homes of California | San Francisco, CA | $28,500 | GENERAL OPERATING | 2024 |
| Eastern Star Homes of California | Yorba Linda, CA | $28,500 | GENERAL OPERATING | 2024 |
| Pcd Unitarian Universalist Assn | Brighton, CO | $28,500 | GENERAL OPERATING | 2024 |
| Home for Jewish Parents | Danville, CA | $28,500 | GENERAL OPERATING | 2024 |
| Masonic Homes of California | San Francisco, CA | $28,500 | GENERAL OPERATING | 2019 |
| Eastern Star Homes of California | Yorba Linda, CA | $28,500 | GENERAL OPERATING | 2019 |
| Pcd Unitarian Universalist Assn | Brighton, CO | $28,500 | GENERAL OPERATING | 2019 |
| Home for Jewish Parents | Danville, CA | $28,500 | GENERAL OPERATING | 2019 |
| Masonic Homes of California | San Francisco, CA | $28,000 | GENERAL OPERATING | 2021 |
| Eastern Star Homes of California | Yorba Linda, CA | $28,000 | GENERAL OPERATING | 2021 |
| Pcd Unitarian Universalist Assn | Brighton, CO | $28,000 | GENERAL OPERATING | 2021 |
| Home for Jewish Parents | Danville, CA | $28,000 | GENERAL OPERATING | 2021 |
| Masonic Homes of California | San Francisco, CA | $28,000 | GENERAL OPERATING | 2022 |
| Eastern Star Homes of California | Yorba Linda, CA | $28,000 | GENERAL OPERATING | 2022 |
| Pcd Unitarian Universalist Assn | Brighton, CO | $28,000 | GENERAL OPERATING | 2022 |
| Home for Jewish Parents | Danville, CA | $28,000 | GENERAL OPERATING | 2022 |