SIMMONS FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SIMMONS FAMILY FOUNDATION INC (EIN 06-1409685)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349103332
- Schema version
- 2021v4.2
- 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
- Schedule B
- Distribution From Corpus Election
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T12:12:08-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-11 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,055,701 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,877,393 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $48,980 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,980 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$70,497 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,927,688 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,130,462 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,855,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,179,473 | 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 |
| Taxes Rev And Expnss | $960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $468 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,905 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,905 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,865 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,984 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,984 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $153,034 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,694,058 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,171,100 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,062 | CashBOYAmt |
| Cash EOY | $10,037 | CashEOYAmt |
| Cash EOYFMV | $10,037 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $2,788,284 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,788,284 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,831,605 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,744,494 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,257,380 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,850,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,542,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,055,701 | 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 | $775,181 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,467,329 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,850,667 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,542,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,850,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,542,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,850,667 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,694,058 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,544,725 | SubtotalAmt |
| Other Decreases | $1,910 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,542,815 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $7,025 | $5,689 | $1,336 | $1,336 |
| PUBLICLY TRADED SECURITIES | P | $136,644 | $115,103 | $21,541 | $21,541 |
| PUBLICLY TRADED SECURITIES | D | $327,820 | $236,583 | $91,237 | $91,237 |
| PUBLICLY TRADED SECURITIES | D | $2,452,355 | $439,851 | $2,012,504 | $2,012,504 |
| CAPITAL GAINS DIVIDENDS | P | $3,844 | $3,844 | $3,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,130,462 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,178 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,178 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,178 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $5,621 | OverpaymentAmt |
| Applied To ES Tax | $5,621 | 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 | ||||||||
| 400 ATLANTIC STREET | STAMFORD | CT | 06911 | 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 | $2,259,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $361,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,620,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,620,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,314 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,581,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,080 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,080 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,178 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,178 | TotalTaxAmt |
| Distributable Before Adj | $98,902 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,902 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,902 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $153,034 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $153,034 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,902 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $40,850 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,304 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,441 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,565 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,351 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $168,511 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $153,034 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,902 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,132 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $222,643 | 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 | $40,850 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $181,793 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,304 | ExcessFromYear4Amt |
| Excess From Year3 | $4,441 | ExcessFromYear3Amt |
| Excess From Year2 | $15,565 | ExcessFromYear2Amt |
| Excess From Year1 | $45,351 | ExcessFromYear1Amt |
| Excess From Current Year | $54,132 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | PC | FOR CHARITABLE PURPOSES | $500 |
| PROJECT MUSIC INC | ||||||
| 1127 HIGH RIDGE ROAD SUITE 167 | STAMFORD | CT | 06905 | PC | FOR CHARITABLE PURPOSES | $300 |
| REACH PREP | ||||||
| 1 DOCK STREET SUITE 100 | STAMFORD | CT | 06902 | PC | FOR CHARITABLE PURPOSES | $20,000 |
| READYCT | ||||||
| 350 CHURCH STREET 3RD FLOOR | HARTFORD | CT | 06103 | PC | FOR CHARITABLE PURPOSES | $15,000 |
| ROOSEVELT INSTITUTE | ||||||
| 570 LEXINGTON AVE 501 | NEW YORK | NY | 10022 | PC | FOR CHARITABLE PURPOSES | $40,000 |
| SPECIAL OLYMPICS | ||||||
| 633 W 5TH STREET SUITE 2000 | LOS ANGELES | CA | 90071 | PC | FOR CHARITABLE PURPOSES | $100 |
| STEW LEONARD III WATER SAFETY FOUNDATION | ||||||
| 100 WESTPORT AVENUE | NORWALK | CT | 06851 | PC | FOR CHARITABLE PURPOSES | $2,500 |
| TEACH FOR AMERICA INC | ||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | PC | FOR CHARITABLE PURPOSES | $5,000 |
| NORWICH UNIVERSITY | ||||||
| 158 HARMON DRIVE | NORTHFIELD | VT | 05663 | PC | FOR CHARITABLE PURPOSES | $2,500 |
| THE BARACK OBAMA FOUNDATION | ||||||
| 5235 S HARPER COURT SUITE 1140 | CHICAGO | IL | 60615 | PC | FOR CHARITABLE PURPOSES | $5,000 |
| THE CONNECTICUT AUDUBON SOCIETY | ||||||
| 2325 BURR STREET | FAIRFIELD | CT | 06824 | PC | FOR CHARITABLE PURPOSES | $100 |
| THE FRESH AIR FUND | ||||||
| 633 3RD AVENUE 14 | NEW YORK | NY | 10017 | PC | FOR CHARITABLE PURPOSES | $100 |
| LUSTGARTEN FOUNDATION | ||||||
| 415 CROSSWAYS PARK DRIVE SUITE D | WOODBURY | NY | 11797 | PC | FOR CHARITABLE PURPOSES | $3,000 |
| THE WHITE HOUSE HISTORICAL ASSOCIATION | ||||||
| PO BOX 27624 | WASHINGTON | DC | 20038 | PC | FOR CHARITABLE PURPOSES | $10,000 |
| VGC FOUNDATION | ||||||
| 100 CLUBHOUSE LANE | EDGARTOWN | MA | 02539 | PC | FOR CHARITABLE PURPOSES | $500 |
| WOMEN'S BUSINESS DEVELOPMENT COUNCIL | ||||||
| 184 BEDFORD STREET SUITE 201 | STAMFORD | CT | 06901 | PC | FOR CHARITABLE PURPOSES | $3,500 |
| YALE NEW HAVEN HOSPITAL | ||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | PC | FOR CHARITABLE PURPOSES | $100 |
| THE CARTER CENTER | ||||||
| 453 FREEDOM PARKWAY NE | ATLANTA | GA | 30307 | PC | FOR CHARITABLE PURPOSES | $5,000 |
| YOU GOTTA BELIEVE | ||||||
| 3114 MERMAID AVENUE | BROOKLYN | NY | 11224 | PC | FOR CHARITABLE PURPOSES | $12,500 |
| MODERN ART FOUNDRY FOUNDATION INC | ||||||
| 1870 41ST STREET | ASTORIA | NY | 11105 | PC | FOR CHARITABLE PURPOSES | $2,000 |
| MARTHA'S VINEYARD YOUTH | ||||||
| PO BOX 163 | CHILMARK | MA | 02535 | PC | FOR CHARITABLE PURPOSES | $3,784 |
| AMERICAN LUNG ASSOCIATION | ||||||
| 55 W WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60601 | PC | FOR CHARITABLE PURPOSES | $200 |
| ARTHRITIS FOUNDATION | ||||||
| 35 E UPPER WACKER DRIVE 260 | CHICAGO | IL | 60601 | PC | FOR CHARITABLE PURPOSES | $100 |
| BOATHOUSE FOUNDATION INC | ||||||
| PO BOX 2340 | EDGARTOWN | MA | 02539 | PC | FOR CHARITABLE PURPOSES | $300 |
| BREAST CANCER ALLIANCE | ||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | PC | FOR CHARITABLE PURPOSES | $5,000 |
| CARE INC | ||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | PC | FOR CHARITABLE PURPOSES | $3,000 |
| CONNECTICUT PUBLIC BROADCASTING NETWORK | ||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | FOR CHARITABLE PURPOSES | $250 |
| EDGARTOWN FIREMANS ASSOCIATION | ||||||
| PEASES POINT WAY | EDGARTOWN | MA | 02539 | PC | FOR CHARITABLE PURPOSES | $250 |
| MILL RIVER PARK COLLABORATIVE | ||||||
| 1010 WASHINGTON BOULEVARD SUITE 1 | STAMFORD | CT | 06901 | PC | FOR CHARITABLE PURPOSES | $5,000 |
| FAMILY CENTERS INC | ||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | PC | FOR CHARITABLE PURPOSES | $1,000 |
| GREENWICH DEPARTMENT OF HUMAN SERVICES | ||||||
| 101 FIELD POINT ROAD | GREENWICH | CT | 06830 | PC | FOR CHARITABLE PURPOSES | $100 |
| GREENWICH HOSPITAL FOUNDATION | ||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | PC | FOR CHARITABLE PURPOSES | $1,000 |
| HABITAT FOR HUMANITY | ||||||
| 6040 N PULASKI ROAD | CHICAGO | IL | 60646 | PC | FOR CHARITABLE PURPOSES | $100 |
| MARTHA'S VINEYARD COMMUNITY FOUNDATION | ||||||
| PO BOX 243 | WEST TISBURY | MA | 02575 | PC | FOR CHARITABLE PURPOSES | $3,000 |
| MARTHA'S VINEYARD FILM SOCIETY INC | ||||||
| 79 BEACH ROAD | VINEYARD HAVEN | MA | 02568 | PC | FOR CHARITABLE PURPOSES | $100 |
| MARTHA'S VINEYARD HOSPITAL | ||||||
| PO BOX 1477 | OAK BLUFFS | MA | 02557 | PC | FOR CHARITABLE PURPOSES | $500 |
| MARTHA'S VINEYARD MUSEUM | ||||||
| 151 LAGOON POND ROAD | VINEYARD HAVEN | MA | 02568 | PC | FOR CHARITABLE PURPOSES | $100 |
| GREENWICH ALLIANCE FOR EDUCATION | ||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | PC | FOR CHARITABLE PURPOSES | $1,000 |
| YOU'VE GOT A FRIEND INC | ||||||
| PO BOX 1317 | WEST TISBURY | MA | 02575 | PC | FOR CHARITABLE PURPOSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,984 | 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 | $48,980 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$70,497 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND 990-PF 12/31/19 | Desc |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$21,486 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$21,486 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN J SIMMONS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $2,877,393 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (75 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,732 SHS APPLE INC (AAPL) | $838,321 | 2021-12-10 |
| 1 | 4,575 SHS SELECT SECTOR SPDR TR ENERGY (XLE) | $209,615 | 2021-08-19 |
| 1 | 1,187 SHS CHEVRON CORP (CVX) | $111,679 | 2021-08-19 |
| 1 | 61 SHS AGILENT TECHNOLOGIES INC (A) | $9,855 | 2021-12-30 |
| 1 | 1,544 SHS APPLE INC (AAPL) | $276,889 | 2021-12-30 |
| 1 | 59 SHS ACCENTURE PLC (ACN) | $24,442 | 2021-12-30 |
| 1 | 51 SHS ADOBE INC (ADBE) | $29,221 | 2021-12-30 |
| 1 | 28 SHS ANALOG DEVICES INC (ADI) | $4,920 | 2021-12-30 |
| 1 | 20 SHS ALBEMARLE CORP (ALB) | $4,682 | 2021-12-30 |
| 1 | 121 SHS APPLIED MATERIALS INC (AMAT) | $19,272 | 2021-12-30 |
| 1 | 59 SHS ADVANCED MICRO DEVICES INC (AMD) | $8,664 | 2021-12-30 |
| 1 | 15 SHS AMERIPRISE FINANCIAL INC (AMP) | $4,565 | 2021-12-30 |
| 1 | 32 SHS AMAZON.COM INC (AMZN) | $108,620 | 2021-12-30 |
| 1 | 420 SHS APA CORP (US) (APA) | $11,595 | 2021-12-30 |
| 1 | 60 SHS AMPHENOL CORP (APH) | $5,260 | 2021-12-30 |
| 1 | 34 SHS BROADCOM INC (AVGO) | $22,760 | 2021-12-30 |
| 1 | 7 SHS AUTOZONE INC (AZO) | $14,637 | 2021-12-30 |
| 1 | 22 SHS BEST BUY CO INC (BBY) | $2,240 | 2021-12-30 |
| 1 | 50 SHS CARRIER GLOBAL CORPORATION (CARR) | $2,693 | 2021-12-30 |
| 1 | 50 SHS COSTCO WHOLESALE CORP (COST) | $28,310 | 2021-12-30 |
| 1 | 55 SHS SALESFORCE.COM INC (CRM) | $14,090 | 2021-12-30 |
| 1 | 300 SHS CSX CORP (CSX) | $11,238 | 2021-12-30 |
| 1 | 41 SHS DEERE & CO (DE) | $14,169 | 2021-12-30 |
| 1 | 77 SHS DISCOVER FINANCIAL SERVICES (DFS) | $8,974 | 2021-12-30 |
| 1 | 57 SHS D R HORTON INC (DHI) | $6,156 | 2021-12-30 |
| 1 | 63 SHS DANAHER CORP (DHR) | $20,707 | 2021-12-30 |
| 1 | 23 SHS DARDEN RESTAURANTS INC (DRI) | $3,443 | 2021-12-30 |
| 1 | 50 SHS EBAY INC (EBAY) | $3,347 | 2021-12-30 |
| 1 | 25 SHS ESTEE LAUDER COMPANIES (INC) | $11,093 | 2021-12-30 |
| 1 | 33 SHS EATON CORPORATION PLC (ETN) | $5,672 | 2021-12-30 |
| 1 | 72 SHS EDWARDS LIFESCIENCES CORP (EW) | $9,436 | 2021-12-30 |
| 1 | 600 SHS FORD MOTOR CO (F) | $12,428 | 2021-12-30 |
| 1 | 125 SHS META PLATFORMS INC (FB) | $43,154 | 2021-12-30 |
| 1 | 13 SHS FORTINET INC (FTNT) | $4,739 | 2021-12-30 |
| 1 | 16 SHS ALPHABET INC CL C (GOOG) | $46,849 | 2021-12-30 |
| 1 | 33 SHS ALPHABET INC CL A (GOOGL) | $96,787 | 2021-12-30 |
| 1 | 598 SHS HALLIBURTON CO (HAL) | $13,714 | 2021-12-30 |
| 1 | 29 SHS HCA HEALTHCARE INC (HCA) | $7,520 | 2021-12-30 |
| 1 | 74 SHS HOME DEPOT INC (HD) | $30,406 | 2021-12-30 |
| 1 | 154 SHS HP INC (HPQ) | $5,845 | 2021-12-30 |
| 1 | 31 SHS INTUIT INC (INTU) | $20,045 | 2021-12-30 |
| 1 | 38 SHS INGERSOLL RAND INC (IR) | $2,342 | 2021-12-30 |
| 1 | 28 SHS LENNAR CORP CL A (LEN) | $3,239 | 2021-12-30 |
| 1 | 80 SHS ELI LILLY AND CO (LLY) | $22,264 | 2021-12-30 |
| 1 | 184 SHS LINCOLN NATIONAL CORP (LNC) | $12,710 | 2021-12-30 |
| 1 | 55 SHS LOWES COMPANIES INC (LOW) | $14,168 | 2021-12-30 |
| 1 | 26 SHS LAM RESEARCH CORP (LRCX) | $18,790 | 2021-12-30 |
| 1 | 87 SHS MASTERCARD INC CL A (MA) | $31,499 | 2021-12-30 |
| 1 | 20 SHS MOODYS CORP (MCO) | $7,899 | 2021-12-30 |
| 1 | 164 SHS MOSAIC CO (MOS) | $6,507 | 2021-12-30 |
| 1 | 1,076 SHS MARATHON OIL CORP (MRO) | $17,821 | 2021-12-30 |
| 1 | 244 SHS MORGAN STANLEY (MS) | $24,237 | 2021-12-30 |
| 1 | 649 SHS MICROSOFT CORP (MSFT) | $221,293 | 2021-12-30 |
| 1 | 52 SHS NETFLIX INC (NFLX) | $32,026 | 2021-12-30 |
| 1 | 114 SHS NRG ENERGY INC (NRG) | $4,901 | 2021-12-30 |
| 1 | 32 SHS NORFOLK SOUTHERN CORP (NSC) | $9,447 | 2021-12-30 |
| 1 | 264 SHS NVIDIA CORP (NVDA) | $79,196 | 2021-12-30 |
| 1 | 168 SHS ONEOK INC (OKE) | $9,869 | 2021-12-30 |
| 1 | 106 SHS PROGRESSIVE CORP (PRG) | $10,999 | 2021-12-30 |
| 1 | 19 SHS PARKER-HANNIFIN CORP (PH) | $6,029 | 2021-12-30 |
| 1 | 88 SHS PAYPAL HOLDINGS INC (PYPL) | $16,843 | 2021-12-30 |
| 1 | 130 SHS QUALCOMM INC (QCOM) | $23,971 | 2021-12-30 |
| 1 | 21 SHS QORVO INC (QRVO) | $3,303 | 2021-12-30 |
| 1 | 15 SHS SHERWIN-WILLIAMS CO (SHW) | $5,280 | 2021-12-30 |
| 1 | 18 SHS SYNOPSYS INC (SNPS) | $6,699 | 2021-12-30 |
| 1 | 33 SHS S&P GLOBAL INC (SPGI) | $15,620 | 2021-12-30 |
| 1 | 63 SHS TE CONNECTIVITY LTD (TEL) | $10,180 | 2021-12-30 |
| 1 | 62 SHS TARGET CORP (TGT) | $14,343 | 2021-12-30 |
| 1 | 42 SHS THERMO FISHER SCIENTIFIC INC (TMO) | $27,953 | 2021-12-30 |
| 1 | 73 SHS TAPESTRY INC (TPR) | $2,982 | 2021-12-30 |
| 1 | 45 SHS TRANE TECHNOLOGIES PLC (TT) | $9,085 | 2021-12-30 |
| 1 | 62 SHS TEXAS INSTRUMENTS INC (TXN) | $11,807 | 2021-12-30 |
| 1 | 83 SHS UNITEDHEALTH GROUP INC (UNH) | $42,033 | 2021-12-30 |
| 1 | 24 SHS UNITED RENTALS INC (URI) | $7,987 | 2021-12-30 |
| 1 | 65 SHS ZOETIS INC (ZTS) | $16,019 | 2021-12-30 |
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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,744,494 | BookValueAmt |
| EOYFMV | $2,257,380 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE CHARITABLE DONATIONS | $1,216 |
| INCOME TIMING DIFFERENCES | $694 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FEES - NORTHERN TRUST | Desc |
| Revenue And Expenses Per Books | $7,905 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,905 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST - OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $31 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $31 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $468 | $468 | $0 |
| STATE TAXES | $50 | $0 | $50 |
| FEDERAL | $442 | $0 | $0 |
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