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350 CHURCH STREET 3RD FLOOR HARTFORD CT 06103 PC FOR CHARITABLE PURPOSES 15000 ROOSEVELT INSTITUTE 570 LEXINGTON AVE 501 NEW YORK NY 10022 PC FOR CHARITABLE PURPOSES 40000 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 2500 TEACH FOR AMERICA INC 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 PC FOR CHARITABLE PURPOSES 5000 NORWICH UNIVERSITY 158 HARMON DRIVE NORTHFIELD VT 05663 PC FOR CHARITABLE PURPOSES 2500 THE BARACK OBAMA FOUNDATION 5235 S HARPER COURT SUITE 1140 CHICAGO IL 60615 PC FOR CHARITABLE PURPOSES 5000 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 3000 THE WHITE HOUSE HISTORICAL ASSOCIATION PO BOX 27624 WASHINGTON DC 20038 PC FOR CHARITABLE PURPOSES 10000 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 3500 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 5000 YOU GOTTA BELIEVE 3114 MERMAID AVENUE BROOKLYN NY 11224 PC FOR CHARITABLE PURPOSES 12500 MODERN ART FOUNDRY FOUNDATION INC 1870 41ST STREET ASTORIA NY 11105 PC FOR CHARITABLE PURPOSES 2000 MARTHA'S VINEYARD YOUTH PO BOX 163 CHILMARK MA 02535 PC FOR CHARITABLE PURPOSES 3784 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 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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 1000 YOU'VE GOT A FRIEND INC PO BOX 1317 WEST TISBURY MA 02575 PC FOR CHARITABLE PURPOSES 500 152984 0 14 48980 14 31 18 -70497 TAX REFUND 990-PF 12/31/19 01 0 -21486 0 -21486 0 0 0 0 0 0 0 0 0 0 X X 1 STEVEN J SIMMONS 35 MASON STREET GREENWICH CT 06830 2877393 X X 1 4,732 SHS APPLE INC (AAPL) 838321 2021-12-10 1 4,575 SHS SELECT SECTOR SPDR TR ENERGY (XLE) 209615 2021-08-19 1 1,187 SHS CHEVRON CORP (CVX) 111679 2021-08-19 1 61 SHS AGILENT TECHNOLOGIES INC (A) 9855 2021-12-30 1 1,544 SHS APPLE INC (AAPL) 276889 2021-12-30 1 59 SHS ACCENTURE PLC (ACN) 24442 2021-12-30 1 51 SHS ADOBE INC (ADBE) 29221 2021-12-30 1 28 SHS ANALOG DEVICES INC (ADI) 4920 2021-12-30 1 20 SHS ALBEMARLE CORP (ALB) 4682 2021-12-30 1 121 SHS APPLIED MATERIALS INC (AMAT) 19272 2021-12-30 1 59 SHS ADVANCED MICRO DEVICES INC (AMD) 8664 2021-12-30 1 15 SHS AMERIPRISE FINANCIAL INC (AMP) 4565 2021-12-30 1 32 SHS AMAZON.COM INC (AMZN) 108620 2021-12-30 1 420 SHS APA CORP (US) (APA) 11595 2021-12-30 1 60 SHS AMPHENOL CORP (APH) 5260 2021-12-30 1 34 SHS BROADCOM INC (AVGO) 22760 2021-12-30 1 7 SHS AUTOZONE INC (AZO) 14637 2021-12-30 1 22 SHS BEST BUY CO INC (BBY) 2240 2021-12-30 1 50 SHS CARRIER GLOBAL CORPORATION (CARR) 2693 2021-12-30 1 50 SHS COSTCO WHOLESALE CORP (COST) 28310 2021-12-30 1 55 SHS SALESFORCE.COM INC (CRM) 14090 2021-12-30 1 300 SHS CSX CORP (CSX) 11238 2021-12-30 1 41 SHS DEERE & CO (DE) 14169 2021-12-30 1 77 SHS DISCOVER FINANCIAL SERVICES (DFS) 8974 2021-12-30 1 57 SHS D R HORTON INC (DHI) 6156 2021-12-30 1 63 SHS DANAHER CORP (DHR) 20707 2021-12-30 1 23 SHS DARDEN RESTAURANTS INC (DRI) 3443 2021-12-30 1 50 SHS EBAY INC (EBAY) 3347 2021-12-30 1 25 SHS ESTEE LAUDER COMPANIES (INC) 11093 2021-12-30 1 33 SHS EATON CORPORATION PLC (ETN) 5672 2021-12-30 1 72 SHS EDWARDS LIFESCIENCES CORP (EW) 9436 2021-12-30 1 600 SHS FORD MOTOR CO (F) 12428 2021-12-30 1 125 SHS META PLATFORMS INC (FB) 43154 2021-12-30 1 13 SHS FORTINET INC (FTNT) 4739 2021-12-30 1 16 SHS ALPHABET INC CL C (GOOG) 46849 2021-12-30 1 33 SHS ALPHABET INC CL A (GOOGL) 96787 2021-12-30 1 598 SHS HALLIBURTON CO (HAL) 13714 2021-12-30 1 29 SHS HCA HEALTHCARE INC (HCA) 7520 2021-12-30 1 74 SHS HOME DEPOT INC (HD) 30406 2021-12-30 1 154 SHS HP INC (HPQ) 5845 2021-12-30 1 31 SHS INTUIT INC (INTU) 20045 2021-12-30 1 38 SHS INGERSOLL RAND INC (IR) 2342 2021-12-30 1 28 SHS LENNAR CORP CL A (LEN) 3239 2021-12-30 1 80 SHS ELI LILLY AND CO (LLY) 22264 2021-12-30 1 184 SHS LINCOLN NATIONAL CORP (LNC) 12710 2021-12-30 1 55 SHS LOWES COMPANIES INC (LOW) 14168 2021-12-30 1 26 SHS LAM RESEARCH CORP (LRCX) 18790 2021-12-30 1 87 SHS MASTERCARD INC CL A (MA) 31499 2021-12-30 1 20 SHS MOODYS CORP (MCO) 7899 2021-12-30 1 164 SHS MOSAIC CO (MOS) 6507 2021-12-30 1 1,076 SHS MARATHON OIL CORP (MRO) 17821 2021-12-30 1 244 SHS MORGAN STANLEY (MS) 24237 2021-12-30 1 649 SHS MICROSOFT CORP (MSFT) 221293 2021-12-30 1 52 SHS NETFLIX INC (NFLX) 32026 2021-12-30 1 114 SHS NRG ENERGY INC (NRG) 4901 2021-12-30 1 32 SHS NORFOLK SOUTHERN CORP (NSC) 9447 2021-12-30 1 264 SHS NVIDIA CORP (NVDA) 79196 2021-12-30 1 168 SHS ONEOK INC (OKE) 9869 2021-12-30 1 106 SHS PROGRESSIVE CORP (PRG) 10999 2021-12-30 1 19 SHS PARKER-HANNIFIN CORP (PH) 6029 2021-12-30 1 88 SHS PAYPAL HOLDINGS INC (PYPL) 16843 2021-12-30 1 130 SHS QUALCOMM INC (QCOM) 23971 2021-12-30 1 21 SHS QORVO INC (QRVO) 3303 2021-12-30 1 15 SHS SHERWIN-WILLIAMS CO (SHW) 5280 2021-12-30 1 18 SHS SYNOPSYS INC (SNPS) 6699 2021-12-30 1 33 SHS S&P GLOBAL INC (SPGI) 15620 2021-12-30 1 63 SHS TE CONNECTIVITY LTD (TEL) 10180 2021-12-30 1 62 SHS TARGET CORP (TGT) 14343 2021-12-30 1 42 SHS THERMO FISHER SCIENTIFIC INC (TMO) 27953 2021-12-30 1 73 SHS TAPESTRY INC (TPR) 2982 2021-12-30 1 45 SHS TRANE TECHNOLOGIES PLC (TT) 9085 2021-12-30 1 62 SHS TEXAS INSTRUMENTS INC (TXN) 11807 2021-12-30 1 83 SHS UNITEDHEALTH GROUP INC (UNH) 42033 2021-12-30 1 24 SHS UNITED RENTALS INC (URI) 7987 2021-12-30 1 65 SHS ZOETIS INC (ZTS) 16019 2021-12-30 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. SECURITIES AT COST 1744494 2257380 NONDEDUCTIBLE CHARITABLE DONATIONS 1216 INCOME TIMING DIFFERENCES 694 AGENCY FEES - NORTHERN TRUST 7905 7905 0 NORTHERN TRUST - OTHER INCOME 31 31 31 FOREIGN TAXES PAID 468 468 0 STATE TAXES 50 0 50 FEDERAL 442 0 0