SIMMONS FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SIMMONS FAMILY FOUNDATION INC (EIN 06-1409685)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-18
- IRS object ID
- 202432629349100423
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-18T17:19:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 ELM STREET SUITE 200 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061409685 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMMONS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMM | BusinessNameControlTxt |
| Phone | 2036228999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 MASON STREET | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE SIMMONS | PersonNm |
| Person Title | VICE PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 2036228999 | PhoneNum |
| Signature | 2024-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HANK MURATOVIC | PreparerPersonNm |
| PTIN | P00783192 | PTIN |
| Phone | 2033273112 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,552,537 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $138,019 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,019 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,760 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $314,180 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,760 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $180,796 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,796 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $31,743 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,743 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,036 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,036 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,779 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $227,598 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $227,598 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $266,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,779 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $227,648 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,877 | CashBOYAmt |
| Cash EOY | $12,229 | CashEOYAmt |
| Cash EOYFMV | $12,229 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,034 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $267,464 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $267,464 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,350,590 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,079,169 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,272,844 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,444,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,358,862 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,552,537 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,075,486 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,075,486 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,369,015 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,283,376 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,444,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,358,862 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,444,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,358,862 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,444,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,631 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,358,870 | SubtotalAmt |
| Other Decreases | $8 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,358,862 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY-TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $314,180 | GrossSalesPriceAmt |
| Cost Or Other Basis | $271,420 | CostOrOtherBasisAmt |
| Gain Or Loss | $42,760 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $42,760 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,760 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,044 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,044 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,044 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,260 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,260 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,216 | OverpaymentAmt |
| Applied To ES Tax | $6,216 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN SIMMONS | IndividualWithBooksNm |
| Phone | 2036228999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 MASON STREET | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EILEEN SIMMONS | ||||||||
| 35 MASON STREET | GREENWICH | CT | 06830 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| STEVEN J SIMMONS | ||||||||
| 35 MASON STREET | GREENWICH | CT | 06830 | VP & TR. | 0.25 | $0 | $0 | $0 |
| DANIEL L DANIELS | ||||||||
| 35 MASON STREET | GREENWICH | CT | 06830 | SECRETARY | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,197,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,957 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,406,433 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,406,433 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,096 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,340,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,044 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,044 | TotalTaxAmt |
| Distributable Before Adj | $214,973 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,973 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,973 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $227,648 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $227,648 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,973 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,441 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,565 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,351 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,132 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,934 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $132,423 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $227,648 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,973 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,675 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $145,098 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,441 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $140,657 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,565 | ExcessFromYear4Amt |
| Excess From Year3 | $45,351 | ExcessFromYear3Amt |
| Excess From Year2 | $54,132 | ExcessFromYear2Amt |
| Excess From Year1 | $12,934 | ExcessFromYear1Amt |
| Excess From Current Year | $12,675 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN J SIMMONS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY INC | ||||||||
| 3380 CHASTAIN MEADOWS PKWY NW 200 | KENNESAW | GA | 30144 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| ARTHRITIS FOUNDATION INC | ||||||||
| 1355 PEACHTREE STREET NE SUITE 600 | ATLANTA | GA | 30309 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| BOATHOUSE FOUNDATION INC | ||||||||
| PO BOX 2340 | EDGARTOWN | MA | 02539 | NONE | PC | FOR CHARITABLE PURPOSES | $300 | |
| BOYS & GIRLS CLUB OF STAMFORD INC | ||||||||
| 347 STILLWATER AVENUE | STAMFORD | CT | 06902 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| BREAST CANCER ALLIANCE INC | ||||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| BUILDING ONE COMMUNITY CORP | ||||||||
| 417 SHIPPAN AVENUE | STAMFORD | CT | 06902 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY INC | ||||||||
| 64 PALMERS HILL ROAD | STAMFORD | CT | 06902 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| DAY ONE EARLY LEARNING COMMUNITY INC | ||||||||
| 289 MAIN STREET SUITE 102 | POUGHKEEPSIE | NY | 12601 | NONE | PC | FOR CHARITABLE PURPOSES | $2,500 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | FOR CHARITABLE PURPOSES | $200 | |
| EAGLES AUTISM CHALLENGE INC | ||||||||
| 1 NOVACARE WAY | PHILADELPHIA | PA | 19145 | NONE | PC | FOR CHARITABLE PURPOSES | $8,333 | |
| FRESH AIR FUND | ||||||||
| 633 3RD AVENUE | NEW YORK | NY | 10017 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| FRIENDS OF MVYRADIO INC | ||||||||
| 489 STATE ROAD | WEST TISBURY | MA | 02575 | NONE | PC | FOR CHARITABLE PURPOSES | $250 | |
| GEORGE JACKSON ACADEMY | ||||||||
| 104 SAINT MARKS PLACE | NEW YORK | NY | 10009 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| GREENWICH ADULT DAY CARE INC | ||||||||
| 125 RIVER ROAD EXTENSION | COS COB | CT | 06807 | NONE | PC | FOR CHARITABLE PURPOSES | $250 | |
| GREENWICH ALLIANCE FOR EDUCATION INC | ||||||||
| 2001 WEST MAIN STREET 115 | STAMFORD | CT | 06902 | NONE | PC | FOR CHARITABLE PURPOSES | $500 | |
| GREENWICH COUNTRY DAY SCHOOL INC | ||||||||
| PO BOX 623 | GREENWICH | CT | 06836 | NONE | PC | FOR CHARITABLE PURPOSES | $4,000 | |
| GREENWICH DEPARTMENT OF HUMAN SERVICES FUND INC | ||||||||
| 101 FIELD POINT ROAD | GREENWICH | CT | 06830 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| GREENWICH PROFESSIONAL FIREFIGHTERS BENEVOLENT FUND INC | ||||||||
| PO BOX 1225 | GREENWICH | CT | 068361225 | NONE | PC | FOR CHARITABLE PURPOSES | $250 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 31709 | NONE | PC | FOR CHARITABLE PURPOSES | $250 | |
| HUMAN RIGHTS FOUNDATION INC | ||||||||
| 350 FIFTH AVENUE 6500 | NEW YORK | NY | 10118 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| INSPIRICA INC | ||||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | ||||||||
| 415 CROSSWAYS PARK DRIVE D | WOODBURY | NY | 11797 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| MARTHA'S VINEYARD MUSEUM INC | ||||||||
| 151 LAGOON POND ROAD | VINEYARD HAVEN | MA | 02568 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| MODERN ART FOUNDRY FOUNDATION INC | ||||||||
| 1870 41ST STREET | ASTORIA | NY | 11105 | NONE | PC | FOR CHARITABLE PURPOSES | $500 | |
| MV YOUTH INC | ||||||||
| PO BOX 65 | CHILMARK | MA | 02535 | NONE | PC | FOR CHARITABLE PURPOSES | $2,000 | |
| NORWICH UNIVERSITY | ||||||||
| 158 HARMON DRIVE | NORTHFIELD | VT | 05663 | NONE | PC | FOR CHARITABLE PURPOSES | $2,500 | |
| PACIFIC HOUSE INC | ||||||||
| 137 HENRY STREET | STAMFORD | CT | 06902 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| REACH PREP INC | ||||||||
| ONE DOCK STREET 100 | STAMFORD | CT | 06902 | NONE | PC | FOR CHARITABLE PURPOSES | $30,000 | |
| READ TO GROW INC | ||||||||
| 53 SCHOOL GROUND ROAD UNIT 3 | BRANFORD | CT | 06405 | NONE | PC | FOR CHARITABLE PURPOSES | $500 | |
| SHERIFF'S MEADOW FOUNDATION | ||||||||
| PO BOX 1088 | VINEYARD HAVEN | MA | 02568 | NONE | PC | FOR CHARITABLE PURPOSES | $200 | |
| SPECIAL OLYMPICS INC | ||||||||
| 2600 VIRGINIA AVE NW 11TH FLR | WASHINGTON | DC | 90071 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| SPRINGBOARD COLLABORATIVE | ||||||||
| TWO PENN CENTER SUITE 1160 1500 | PHILADELPHIA | PA | 19102 | NONE | PC | FOR CHARITABLE PURPOSES | $20,000 | JOHN F KENNEDY BOULEVARD |
| STEW LEONARD III WATER SAFETY FOUNDATION INC | ||||||||
| 100 WESTPORT AVENUE | NORWALK | CT | 06851 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| THE CARTER CENTER INC | ||||||||
| 453 JOHN LEWIS FREEDOM PARKWAY | ATLANTA | GA | 30307 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| THE GREENWICH HOSPITAL ENDOWMENT FUND INC | ||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | NONE | PC | FOR CHARITABLE PURPOSES | $2,500 | |
| THE HILL HOUSE INC | ||||||||
| 10 RIVERSIDE AVENUE | RIVERSIDE | CT | 06878 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| THE MASSACUSETTS GENERAL HOSPITAL | ||||||||
| 399 REVOLUTION DRIVE NO 645 | SOMERVILLE | MA | 02145 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| THE PLANETARY SOCIETY | ||||||||
| 60 SOUTH LOS ROBLES AVENUE | PASADENA | CA | 91101 | NONE | PC | FOR CHARITABLE PURPOSES | $20,000 | |
| THE ROOSEVELT INSTITUTE | ||||||||
| 570 LEXINGTON AVENUE 5TH FL | NEW YORK | NY | 10022 | NONE | PC | FOR CHARITABLE PURPOSES | $50,000 | |
| THE SOCIETY OF THE FOUR ARTS INC | ||||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| THE STAMFORD HOSPITAL | ||||||||
| PLAZA PO BOX 9317 | STAMFORD | CT | 06904 | NONE | PC | FOR CHARITABLE PURPOSES | $6,000 | |
| THE TRANSPORTATION ASSOCIATION OF GREENWICH INC | ||||||||
| 13 RIVERSIDE AVENUE | RIVERSIDE | CT | 06878 | NONE | PC | FOR CHARITABLE PURPOSES | $250 | |
| THE TRUSTEES | ||||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | NONE | PC | FOR CHARITABLE PURPOSES | $165 | |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 615 WEST 131ST STREET MC 874 | NEW YORK | NY | 10027 | NONE | PC | FOR CHARITABLE PURPOSES | $4,500 | |
| UNITED WAY OF GREENWICH INC | ||||||||
| 2 DEARFIELD DRIVE 300 | GREENWICH | CT | 06831 | NONE | PC | FOR CHARITABLE PURPOSES | $20,000 | |
| V G C FOUNDATION INC | ||||||||
| PO BOX 9 | EDGARTOWN | MA | 02539 | NONE | PC | FOR CHARITABLE PURPOSES | $500 | |
| WOMEN'S BUSINESS DEVELOPMENT COUNCIL INC | ||||||||
| 184 BEDFORD STREET | STAMFORD | CT | 06901 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| YALE NEW HAVEN HOSPITAL | ||||||||
| 20 YORK STREET | NEW HAVEN | CT | 06504 | NONE | PC | FOR CHARITABLE PURPOSES | $250 | |
| YMCA OF MARTHA'S VINEYARD INC | ||||||||
| 111R EDGARTOWN-VINEYARD HAVEN ROAD | VINEYARD HAVEN | MA | 02568 | NONE | PC | FOR CHARITABLE PURPOSES | $200 | |
| YOU GOTTA BELIEVE - THE OLDER CHILD ADOPTION & PERMANENCY MOVEMENT INC | ||||||||
| 254 WEST 31ST STREET 5TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $227,598 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,019 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,760 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $180,796 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,796 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE SIMMONS FAMILY FOUNDATION, INC. HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 18,591 SHS ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $983,280 | $953,254 |
| 8,624 SHS ISHARES 5-10 YR INVESTMENT GRADE CORPORATE BD ETF | $506,539 | $448,448 |
| 7,638 SHS ISHARES CORE MSCI EAFE ETF | $448,842 | $537,333 |
| 1,634 SHS ISHARES CORE MSCI EMERGING MARKETS ETF | $78,478 | $82,648 |
| 2,831 SHS ISHARES IBOXX HY COR BOND ETF | $214,887 | $219,091 |
| 342 SHS ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $13,350 | $13,926 |
| 3,516 SHS ISHARES S&P 500 GROWTH ETF | $232,570 | $264,052 |
| 1,320 SHS ISHARES S&P 500 VAL ETF | $191,288 | $229,535 |
| 707 SHS ISHARES S&P MID-CAP 400 G ETF | $50,356 | $56,009 |
| 649 SHS ISHARES S&P MID-CAP 400 V ETF | $66,341 | $74,012 |
| 620 SHS ISHARES S&P SMLL-CAP 600 V ETF | $57,583 | $63,903 |
| 1,731 SHS ISHARES SELECT DIVIDEND ETF | $212,941 | $202,908 |
| 418 SHS ISHARES SMALL CAP 600 G ETF | $47,208 | $52,309 |
| 2,298 SHS SPDR BLOOMBERG HIGH YIELD BOND ETF | $214,840 | $217,690 |
| 217 SHS SPDR S&P METALS & MINING ETF | $10,825 | $12,983 |
| 129 SHS VANECK AGRIBUSINESS ETF | $11,885 | $9,827 |
| 82 SHS VANECK STEEL ETF | $4,464 | $6,048 |
| 1,311 SHS VANGUARD DIVIDEND APPRECIATION ETF | $199,219 | $223,394 |
| 117 SHS VANGUARD ENERGY ETF | $13,218 | $13,722 |
| 1,785 SHS VANGUARD FTSE EMERGING MARKETS ETF | $78,724 | $73,364 |
| 879 SHS VANGUARD GROWTH ETF | $216,155 | $273,264 |
| 497 SHS VANGUARD MIDCAP VALUE ETF | $69,510 | $72,070 |
| 261 SHS VANGUARD MIDCAP GROWTH ETF | $51,095 | $57,308 |
| 213 SHS VANGUARD SM CAP GROWTH ETF | $47,285 | $51,497 |
| 357 SHS VANGUARD SM CAP VALUE ETF | $58,286 | $64,249 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $8 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CT FILING FEE | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $31,743 | Amt |
| Net Investment Income | $31,743 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $5,000 | $0 | $0 |
| FOREIGN TAXES PAID | $2,036 | $2,036 | $0 |