2023-11-15T11:51:45-06:00 2022-12-31 420714325 RSM US LLP 200 ELM STREET SUITE 200 STAMFORD CT 06902 990PF 2022-01-01 061409685 SIMMONS FAMILY FOUNDATION INC SIMM 2036228999 35 MASON STREET GREENWICH CT 06830 STEVE SIMMONS VICE PRESIDENT & TREASURER 2036228999 2023-11-15 1 STEVE SIMMONS 999009999 0 HANK MURATOVIC P00783192 2033273112 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 4221735 X X 107441 107441 81660 3661992 81660 50 50 189151 189151 0 0 0 17709 17709 0 36607 1557 50 54316 19266 50 235110 235110 289426 19266 235160 -100275 169885 10037 34877 34877 2788284 59034 59034 1744494 4350590 4127824 4542815 4444501 4221735 0 0 X 1075486 1075486 0 0 3467329 3369015 4542815 4444501 4542815 4444501 4542815 -100275 1961 4444501 0 4444501 PUBLICLY-TRADED SECURITIES P 2249227 2566069 -316842 -316842 PUBLICLY-TRADED SECURITIES P 1412624 1014263 398361 398361 CAPITAL GAINS DIVIDENDS P 141 141 141 81660 2361 0 2361 0 2361 5621 0 5000 0 10621 0 8260 8260 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 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 4198143 361990 0 4560133 0 0 4560133 68402 4491731 224587 224587 2361 2361 222226 0 222226 0 222226 235160 0 235160 222226 0 0 62304 4441 15565 45351 54132 181793 235160 0 0 0 222226 12934 0 0 194727 0 0 0 0 0 0 62304 132423 4441 15565 45351 54132 12934 STEVEN J SIMMONS X AMERICAN CANCER SOCIETY PO BOX 22718 OKLAHOMA CITY OK 73123 NONE PC FOR CHARITABLE PURPOSES 1000 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 5000 BREAST CANCER ALLIANCE 48 MAPLE AVENUE GREENWICH CT 06830 NONE PC FOR CHARITABLE PURPOSES 5000 BRUCE MUSEUM INC ONE MUSEUM DRIVE GREENWICH CT 06830 NONE PC FOR CHARITABLE PURPOSES 20000 BUILDING ONE COMMUNITY 75 SELLECK STREET STAMFORD CT 06902 NONE PC FOR CHARITABLE PURPOSES 5000 CANCER RESEARCH INSTITUTE INC 29 BROADWAY FLOOR 4 NEW YORK NY 10006 NONE PC FOR CHARITABLE PURPOSES 1000 CONNECTICUT NEWS PROJECT INC 1049 ASYLUM AVENUE HARTFORD CT 06105 NONE PC FOR CHARITABLE PURPOSES 1000 DAY ONE EARLY LEARNING COMMUNITY 289 MAIN STREET SUITE 102 POUGHKEEPSIE NY 12601 NONE PC FOR CHARITABLE PURPOSES 1000 EAGLES AUTISM FOUNDATION 1 NOVACARE WAY PHILADELPHIA PA 19145 NONE PC FOR CHARITABLE PURPOSES 1000 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 10000 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 20000 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 5000 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 1000 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 5000 NORWICH UNIVERSITY 158 HARMON DRIVE NORTHFIELD VT 05663 NONE PC FOR CHARITABLE PURPOSES 2500 REACH PREP 1 DOCK STREET SUITE 100 STAMFORD CT 06902 NONE PC FOR CHARITABLE PURPOSES 10000 ROOSEVELT INSTITUTE 570 LEXINGTON AVENUE 501 NEW YORK NY 10022 NONE PC FOR CHARITABLE PURPOSES 25000 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 10000 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 JOHN F KENNEDY BOULEVARD PHILADELPHIA PA 19102 NONE PC FOR CHARITABLE PURPOSES 20000 STAMFORD HOSPITAL ONE HOSPITAL PLAZA STAMFORD CT 06902 NONE PC FOR CHARITABLE PURPOSES 7000 STANFORD UNIVERSITY BOARD OF TRUSTEES STANFORD UNIVERSITY DEVELOPMENT SERVICES 326 GALVEZ STREET STANFORD CA 94305 NONE PC FOR CHARITABLE PURPOSES 250 STEW LEONARD III WATER SAFETY FOUNDATION 100 WESTPORT AVENUE NORWALK CT 06851 NONE PC FOR CHARITABLE PURPOSES 3000 THE CARTER CENTER 453 FREEDOM PARKWAY NE ATLANTA GA 30307 NONE PC FOR CHARITABLE PURPOSES 5000 THE CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET 22ND FLOOR NEW YORK NY 10038 NONE PC FOR CHARITABLE PURPOSES 20000 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 5000 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 4524 NEW YORK NY 10025 NONE PC FOR CHARITABLE PURPOSES 3000 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 10000 WOMEN'S BUSINESS DEVELOPMENT COUNCIL 184 BEDFORD STREET SUITE 201 STAMFORD CT 06901 NONE PC FOR CHARITABLE PURPOSES 5000 WORLD SCIENCE FESTIVAL 475 RIVERSIDE DRIVE SUITE 950 NEW YORK NY 10115 NONE PC FOR CHARITABLE PURPOSES 20000 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 5000 235110 0 14 107441 14 50 18 81660 0 189151 0 189151 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 926204 8,624 SHS ISHARES 5-10 YR INVESTMENT GRADE CORPORATE BD ETF 506539 426974 9,782 SHS ISHARES CORE MSCI EAFE ETF 574833 602962 1,665 SHS ISHARES CORE MSCI EMERGING MARKETS ETF 79967 77756 2,831 SHS ISHARES IBOXX HY COR BOND ETF 214887 208447 384 SHS ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 14990 15613 4,004 SHS ISHARES S&P 500 GROWTH ETF 264850 234234 1,469 SHS ISHARES S&P 500 VAL ETF 212880 213108 771 SHS ISHARES S&P MID-CAP 400 G ETF 54915 52659 684 SHS ISHARES S&P MID-CAP 400 V ETF 69918 68947 645 SHS ISHARES S&P SMLL-CAP 600 V ETF 59904 58895 1,731 SHS ISHARES SELECT DIVIDEND ETF 212941 208759 442 SHS ISHARES SMALL CAP 600 G ETF 49918 47767 2,298 SHS SPDR BLOOMBERG HIGH YIELD BOND ETF 214840 206820 240 SHS SPDR S&P METALS & MINING ETF 11972 11954 130 SHS VANECK AGRIBUSINESS ETF 11977 11159 110 SHS VANECK STEEL ETF 5989 6362 1,401 SHS VANGUARD DIVIDEND APPRECIATION ETF 212896 212742 132 SHS VANGUARD ENERGY ETF 14912 16009 1,785 SHS VANGUARD FTSE EMERGING MARKETS ETF 78724 69579 1,077 SHS VANGUARD GROWTH ETF 264845 229519 500 SHS VANGUARD MIDCAP VALUE ETF 69930 67620 280 SHS VANGUARD MIDCAP GROWTH ETF 54815 50333 225 SHS VANGUARD SM CAP GROWTH ETF 49949 45122 367 SHS VANGUARD SM CAP VALUE ETF 59919 58280 OTHER INCOME 50 50 50 SECURITIES COST BASIS ADJUSTMENT 1961 INVESTMENT ADVISORY FEES 17709 17709 0 FOREIGN TAXES PAID 1557 1557 0 FEDERAL EXCISE TAXES 35000 0 0 CT FILING FEE 50 0 50