2024-09-18T17:19:55-05:00 2023-12-31 420714325 RSM US LLP 200 ELM STREET SUITE 200 STAMFORD CT 06902 990PF 2023-01-01 061409685 SIMMONS FAMILY FOUNDATION INC SIMM 2036228999 35 MASON STREET GREENWICH CT 06830 STEVE SIMMONS VICE PRESIDENT & TREASURER 2036228999 2024-09-18 1 0 HANK MURATOVIC P00783192 2033273112 2023 2024-08-08 14:25:15Z X 4552537 X X 17 17 138019 138019 42760 314180 42760 180796 180796 0 0 0 31743 31743 0 7036 2036 0 50 0 50 38829 33779 50 227598 227598 266427 33779 227648 -85631 147017 34877 12229 12229 59034 267464 267464 4350590 4079169 4272844 4444501 4358862 4552537 0 0 X 1075486 1075486 0 0 3369015 3283376 4444501 4358862 4444501 4358862 4444501 -85631 0 4358870 8 4358862 PUBLICLY-TRADED SECURITIES P 314180 271420 42760 42760 42760 2044 0 2044 0 2044 8260 0 0 0 8260 0 6216 6216 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A STEVEN SIMMONS 2036228999 35 MASON STREET GREENWICH CT 06830 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 4197476 208957 0 4406433 0 0 4406433 66096 4340337 217017 217017 2044 2044 214973 0 214973 0 214973 227648 0 227648 214973 0 0 4441 15565 45351 54132 12934 132423 227648 0 0 0 214973 12675 0 0 145098 0 0 0 0 0 0 4441 140657 15565 45351 54132 12934 12675 STEVEN J SIMMONS X AMERICAN CANCER SOCIETY INC 3380 CHASTAIN MEADOWS PKWY NW 200 KENNESAW GA 30144 NONE PC FOR CHARITABLE PURPOSES 1000 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 1000 BREAST CANCER ALLIANCE INC 48 MAPLE AVENUE GREENWICH CT 06830 NONE PC FOR CHARITABLE PURPOSES 5000 BUILDING ONE COMMUNITY CORP 417 SHIPPAN AVENUE STAMFORD CT 06902 NONE PC FOR CHARITABLE PURPOSES 1000 CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY INC 64 PALMERS HILL ROAD STAMFORD CT 06902 NONE PC FOR CHARITABLE PURPOSES 1000 DAY ONE EARLY LEARNING COMMUNITY INC 289 MAIN STREET SUITE 102 POUGHKEEPSIE NY 12601 NONE PC FOR CHARITABLE PURPOSES 2500 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 8333 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 5000 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 4000 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 10000 INSPIRICA INC 141 FRANKLIN STREET STAMFORD CT 06901 NONE PC FOR CHARITABLE PURPOSES 1000 MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION 415 CROSSWAYS PARK DRIVE D WOODBURY NY 11797 NONE PC FOR CHARITABLE PURPOSES 1000 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 2000 NORWICH UNIVERSITY 158 HARMON DRIVE NORTHFIELD VT 05663 NONE PC FOR CHARITABLE PURPOSES 2500 PACIFIC HOUSE INC 137 HENRY STREET STAMFORD CT 06902 NONE PC FOR CHARITABLE PURPOSES 1000 REACH PREP INC ONE DOCK STREET 100 STAMFORD CT 06902 NONE PC FOR CHARITABLE PURPOSES 30000 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 JOHN F KENNEDY BOULEVARD PHILADELPHIA PA 19102 NONE PC FOR CHARITABLE PURPOSES 20000 STEW LEONARD III WATER SAFETY FOUNDATION INC 100 WESTPORT AVENUE NORWALK CT 06851 NONE PC FOR CHARITABLE PURPOSES 1000 THE CARTER CENTER INC 453 JOHN LEWIS FREEDOM PARKWAY ATLANTA GA 30307 NONE PC FOR CHARITABLE PURPOSES 10000 THE GREENWICH HOSPITAL ENDOWMENT FUND INC 5 PERRYRIDGE ROAD GREENWICH CT 06830 NONE PC FOR CHARITABLE PURPOSES 2500 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 1000 THE PLANETARY SOCIETY 60 SOUTH LOS ROBLES AVENUE PASADENA CA 91101 NONE PC FOR CHARITABLE PURPOSES 20000 THE ROOSEVELT INSTITUTE 570 LEXINGTON AVENUE 5TH FL NEW YORK NY 10022 NONE PC FOR CHARITABLE PURPOSES 50000 THE SOCIETY OF THE FOUR ARTS INC 100 FOUR ARTS PLAZA PALM BEACH FL 33480 NONE PC FOR CHARITABLE PURPOSES 10000 THE STAMFORD HOSPITAL PLAZA PO BOX 9317 STAMFORD CT 06904 NONE PC FOR CHARITABLE PURPOSES 6000 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 4500 UNITED WAY OF GREENWICH INC 2 DEARFIELD DRIVE 300 GREENWICH CT 06831 NONE PC FOR CHARITABLE PURPOSES 20000 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 1000 227598 0 14 17 14 138019 18 42760 0 180796 0 180796 0 0 0 0 0 0 0 0 0 0 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. 18,591 SHS ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 983280 953254 8,624 SHS ISHARES 5-10 YR INVESTMENT GRADE CORPORATE BD ETF 506539 448448 7,638 SHS ISHARES CORE MSCI EAFE ETF 448842 537333 1,634 SHS ISHARES CORE MSCI EMERGING MARKETS ETF 78478 82648 2,831 SHS ISHARES IBOXX HY COR BOND ETF 214887 219091 342 SHS ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 13350 13926 3,516 SHS ISHARES S&P 500 GROWTH ETF 232570 264052 1,320 SHS ISHARES S&P 500 VAL ETF 191288 229535 707 SHS ISHARES S&P MID-CAP 400 G ETF 50356 56009 649 SHS ISHARES S&P MID-CAP 400 V ETF 66341 74012 620 SHS ISHARES S&P SMLL-CAP 600 V ETF 57583 63903 1,731 SHS ISHARES SELECT DIVIDEND ETF 212941 202908 418 SHS ISHARES SMALL CAP 600 G ETF 47208 52309 2,298 SHS SPDR BLOOMBERG HIGH YIELD BOND ETF 214840 217690 217 SHS SPDR S&P METALS & MINING ETF 10825 12983 129 SHS VANECK AGRIBUSINESS ETF 11885 9827 82 SHS VANECK STEEL ETF 4464 6048 1,311 SHS VANGUARD DIVIDEND APPRECIATION ETF 199219 223394 117 SHS VANGUARD ENERGY ETF 13218 13722 1,785 SHS VANGUARD FTSE EMERGING MARKETS ETF 78724 73364 879 SHS VANGUARD GROWTH ETF 216155 273264 497 SHS VANGUARD MIDCAP VALUE ETF 69510 72070 261 SHS VANGUARD MIDCAP GROWTH ETF 51095 57308 213 SHS VANGUARD SM CAP GROWTH ETF 47285 51497 357 SHS VANGUARD SM CAP VALUE ETF 58286 64249 CHANGE IN VALUE OF INVESTMENTS 8 CT FILING FEE 50 0 50 INVESTMENT ADVISORY FEES 31743 31743 0 FEDERAL EXCISE TAXES 5000 0 0 FOREIGN TAXES PAID 2036 2036 0