SIMMONS FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SIMMONS FAMILY FOUNDATION INC (EIN 06-1409685)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349103729
- Schema version
- 2022v5.0
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T11:51:45-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | SIMMONS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,221,735 | 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 |
| Dividends Rev And Expnss | $107,441 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,441 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,660 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,661,992 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,660 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $189,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,151 | 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 | $17,709 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,709 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,607 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,557 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,266 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,110 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,110 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $289,426 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,266 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$100,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,885 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,037 | CashBOYAmt |
| Cash EOY | $34,877 | CashEOYAmt |
| Cash EOYFMV | $34,877 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,788,284 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,034 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,034 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,744,494 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,350,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,127,824 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,542,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,444,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,221,735 | 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 | $3,467,329 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,369,015 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,542,815 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,444,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,542,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,444,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,542,815 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$100,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,961 | OtherIncreasesAmt |
| Subtotal | $4,444,501 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,444,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY-TRADED SECURITIES | P | $2,249,227 | $2,566,069 | -$316,842 | -$316,842 |
| PUBLICLY-TRADED SECURITIES | P | $1,412,624 | $1,014,263 | $398,361 | $398,361 |
| CAPITAL GAINS DIVIDENDS | P | $141 | $141 | $141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,660 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,361 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,361 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,621 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,621 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,260 | OverpaymentAmt |
| Applied To ES Tax | $8,260 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | $4,198,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $361,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,560,133 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,560,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,402 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,491,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $224,587 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $224,587 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,361 | TotalTaxAmt |
| Distributable Before Adj | $222,226 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $222,226 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $222,226 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,160 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $235,160 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $222,226 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $62,304 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,441 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,565 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,351 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,132 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $181,793 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $235,160 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $222,226 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,934 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $194,727 | 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 | $62,304 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $132,423 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,441 | ExcessFromYear4Amt |
| Excess From Year3 | $15,565 | ExcessFromYear3Amt |
| Excess From Year2 | $45,351 | ExcessFromYear2Amt |
| Excess From Year1 | $54,132 | ExcessFromYear1Amt |
| Excess From Current Year | $12,934 | 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 (48 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 | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 55 WEST WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60601 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| ARTHRITIS FOUNDATION | ||||||||
| 35 EAST UPPER WACKER DRIVE 260 | CHICAGO | IL | 60601 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| BOYS & GIRLS CLUB OF STAMFORD INC | ||||||||
| 347 STILLWATER AVENUE | STAMFORD | CT | 06902 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| BREAST CANCER ALLIANCE | ||||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| BRUCE MUSEUM INC | ||||||||
| ONE MUSEUM DRIVE | GREENWICH | CT | 06830 | NONE | PC | FOR CHARITABLE PURPOSES | $20,000 | |
| BUILDING ONE COMMUNITY | ||||||||
| 75 SELLECK STREET | STAMFORD | CT | 06902 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| CANCER RESEARCH INSTITUTE INC | ||||||||
| 29 BROADWAY FLOOR 4 | NEW YORK | NY | 10006 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| CONNECTICUT NEWS PROJECT INC | ||||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| DAY ONE EARLY LEARNING COMMUNITY | ||||||||
| 289 MAIN STREET SUITE 102 | POUGHKEEPSIE | NY | 12601 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| EAGLES AUTISM FOUNDATION | ||||||||
| 1 NOVACARE WAY | PHILADELPHIA | PA | 19145 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| EDGARTOWN FIREMANS ASSOCIATION | ||||||||
| PEASES POINT WAY | EDGARTOWN | MA | 02539 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| FRIENDS OF MVYRADIO INC | ||||||||
| PO BOX 1148 | TISBURY | MA | 02568 | NONE | PC | FOR CHARITABLE PURPOSES | $250 | |
| GEORGE JACKSON ACADEMY | ||||||||
| 104 SAINT MARKS PLACE | NEW YORK | NY | 10009 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| GIRLS EDUCATIONAL AND MENTORING SERVICES INC | ||||||||
| 201 WEST 148TH STREET GROUND FLOOR | NEW YORK | NY | 10039 | NONE | PC | FOR CHARITABLE PURPOSES | $250 | |
| GREENWICH DEPARTMENT OF HUMAN SERVICES | ||||||||
| 101 FIELD POINT ROAD | GREENWICH | CT | 06830 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| GREENWICH HOSPITAL FOUNDATION | ||||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | NONE | PC | FOR CHARITABLE PURPOSES | $20,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 6040 NORTH PULASKI ROAD | CHICAGO | IL | 60646 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| HILL HOUSE INC | ||||||||
| 10 RIVERSIDE AVENUE | RIVERSIDE | CT | 06878 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| INSPIRICA INC | ||||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| MARTHA'S VINEYARD MUSEUM | ||||||||
| 151 LAGOON POND ROAD | VINEYARD HAVEN | MA | 02568 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| PO BOX 27106 GIFT ADMINISTRATION | NEW YORK | NY | 10087 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| MODERN ART FOUNDRY FOUNDATION INC | ||||||||
| 1870 41ST STREET | ASTORIA | NY | 11105 | NONE | PC | FOR CHARITABLE PURPOSES | $500 | |
| MVYOUTH INC | ||||||||
| PO BOX 65 | CHILMARK | MA | 02535 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| NORWICH UNIVERSITY | ||||||||
| 158 HARMON DRIVE | NORTHFIELD | VT | 05663 | NONE | PC | FOR CHARITABLE PURPOSES | $2,500 | |
| REACH PREP | ||||||||
| 1 DOCK STREET SUITE 100 | STAMFORD | CT | 06902 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| ROOSEVELT INSTITUTE | ||||||||
| 570 LEXINGTON AVENUE 501 | NEW YORK | NY | 10022 | NONE | PC | FOR CHARITABLE PURPOSES | $25,000 | |
| SHERIFF'S MEADOW FOUNDATION | ||||||||
| PO BOX 1088 | VINEYARD HAVEN | MA | 02568 | NONE | PC | FOR CHARITABLE PURPOSES | $200 | |
| SOCIETY OF THE FOUR ARTS | ||||||||
| FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| SPECIAL OLYMPICS | ||||||||
| 633 WEST 5TH STREET SUITE 2000 | LOS ANGELES | CA | 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 |
| STAMFORD HOSPITAL | ||||||||
| ONE HOSPITAL PLAZA | STAMFORD | CT | 06902 | NONE | PC | FOR CHARITABLE PURPOSES | $7,000 | |
| STANFORD UNIVERSITY BOARD OF TRUSTEES | ||||||||
| STANFORD UNIVERSITY DEVELOPMENT | STANFORD | CA | 94305 | NONE | PC | FOR CHARITABLE PURPOSES | $250 | SERVICES 326 GALVEZ STREET |
| STEW LEONARD III WATER SAFETY FOUNDATION | ||||||||
| 100 WESTPORT AVENUE | NORWALK | CT | 06851 | NONE | PC | FOR CHARITABLE PURPOSES | $3,000 | |
| THE CARTER CENTER | ||||||||
| 453 FREEDOM PARKWAY NE | ATLANTA | GA | 30307 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| THE CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | NONE | PC | FOR CHARITABLE PURPOSES | $20,000 | |
| THE CONNECTICUT AUDUBON SOCIETY | ||||||||
| 2325 BURR STREET | FAIRFIELD | CT | 06824 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| THE FRESH AIR FUND | ||||||||
| 633 3RD AVENUE 14 | NEW YORK | NY | 10017 | NONE | PC | FOR CHARITABLE PURPOSES | $100 | |
| THE GREENWICH COUNTRY DAY SCHOOL | ||||||||
| PO BOX 623 | GREENWICH | CT | 06836 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| THE WHITE HOUSE HISTORICAL ASSOCIATION | ||||||||
| PO BOX 27624 | WASHINGTON | DC | 20038 | NONE | PC | FOR CHARITABLE PURPOSES | $60 | |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NONE | PC | FOR CHARITABLE PURPOSES | $3,000 | 4524 |
| VGC FOUNDATION | ||||||||
| 100 CLUBHOUSE LANE | EDGARTOWN | MA | 02539 | NONE | PC | FOR CHARITABLE PURPOSES | $500 | |
| WNET | ||||||||
| 825 8TH AVENUE FLOOR 14 | NEW YORK | NY | 10019 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| WOMEN'S BUSINESS DEVELOPMENT COUNCIL | ||||||||
| 184 BEDFORD STREET SUITE 201 | STAMFORD | CT | 06901 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| WORLD SCIENCE FESTIVAL | ||||||||
| 475 RIVERSIDE DRIVE SUITE 950 | NEW YORK | NY | 10115 | NONE | PC | FOR CHARITABLE PURPOSES | $20,000 | |
| YMCA OF MARTHA'S VINEYARD INC | ||||||||
| 111 EDGARTOWN-VINEYARD HAVEN ROAD | VINEYARD HAVEN | MA | 02568 | NONE | PC | FOR CHARITABLE PURPOSES | $500 | |
| YOU GOTTA BELIEVE | ||||||||
| 3114 MERMAID AVENUE | BROOKLYN | NY | 11224 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,110 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,441 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,660 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $189,151 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $189,151 | 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 | $926,204 |
| 8,624 SHS ISHARES 5-10 YR INVESTMENT GRADE CORPORATE BD ETF | $506,539 | $426,974 |
| 9,782 SHS ISHARES CORE MSCI EAFE ETF | $574,833 | $602,962 |
| 1,665 SHS ISHARES CORE MSCI EMERGING MARKETS ETF | $79,967 | $77,756 |
| 2,831 SHS ISHARES IBOXX HY COR BOND ETF | $214,887 | $208,447 |
| 384 SHS ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $14,990 | $15,613 |
| 4,004 SHS ISHARES S&P 500 GROWTH ETF | $264,850 | $234,234 |
| 1,469 SHS ISHARES S&P 500 VAL ETF | $212,880 | $213,108 |
| 771 SHS ISHARES S&P MID-CAP 400 G ETF | $54,915 | $52,659 |
| 684 SHS ISHARES S&P MID-CAP 400 V ETF | $69,918 | $68,947 |
| 645 SHS ISHARES S&P SMLL-CAP 600 V ETF | $59,904 | $58,895 |
| 1,731 SHS ISHARES SELECT DIVIDEND ETF | $212,941 | $208,759 |
| 442 SHS ISHARES SMALL CAP 600 G ETF | $49,918 | $47,767 |
| 2,298 SHS SPDR BLOOMBERG HIGH YIELD BOND ETF | $214,840 | $206,820 |
| 240 SHS SPDR S&P METALS & MINING ETF | $11,972 | $11,954 |
| 130 SHS VANECK AGRIBUSINESS ETF | $11,977 | $11,159 |
| 110 SHS VANECK STEEL ETF | $5,989 | $6,362 |
| 1,401 SHS VANGUARD DIVIDEND APPRECIATION ETF | $212,896 | $212,742 |
| 132 SHS VANGUARD ENERGY ETF | $14,912 | $16,009 |
| 1,785 SHS VANGUARD FTSE EMERGING MARKETS ETF | $78,724 | $69,579 |
| 1,077 SHS VANGUARD GROWTH ETF | $264,845 | $229,519 |
| 500 SHS VANGUARD MIDCAP VALUE ETF | $69,930 | $67,620 |
| 280 SHS VANGUARD MIDCAP GROWTH ETF | $54,815 | $50,333 |
| 225 SHS VANGUARD SM CAP GROWTH ETF | $49,949 | $45,122 |
| 367 SHS VANGUARD SM CAP VALUE ETF | $59,919 | $58,280 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES COST BASIS ADJUSTMENT | Desc |
| Amt | $1,961 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $17,709 | Amt |
| Net Investment Income | $17,709 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,557 | $1,557 | $0 |
| FEDERAL EXCISE TAXES | $35,000 | $0 | $0 |
| CT FILING FEE | $50 | $0 | $50 |
Comments