BETA

SIMMONS FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SIMMONS FAMILY FOUNDATION INC (EIN 06-1409685)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-15
IRS object ID
202132589349100243
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-09-15T17:48:22-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 ELM STREET SUITE 200AddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06902ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061409685EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMMONS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIMMBusinessNameControlTxt
Phone2036228999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line135 MASON STREETAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE SIMMONSPersonNm
Person TitleVICE PRESIDENT & TREASURERPersonTitleTxt
Phone2036228999PhoneNum
Signature2021-09-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVEPersonFirstNm
Person LastSIMMONSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHANK MURATOVICPreparerPersonNm
PTINP00783192PTIN
Phone2033273112PhoneNum
Preparation2021-09-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,197,010FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$48,547DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,547DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,801NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$343,231GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,801CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,264OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$33OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$67,612TotalRevAndExpnssAmt
Total Net Invst Incm$63,381TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,040TaxesRevAndExpnssAmt
Taxes Net Invst Incm$990TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$50TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,566OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,566OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,606TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,556TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$144,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$144,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$153,406TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,556TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$144,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$85,794ExcessRevenueOverExpensesAmt
Net Investment Income$54,825NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,877CashBOYAmt
Cash EOY$19,062CashEOYAmt
Cash EOYFMV$19,062CashEOYFMVAmt
Other Investments BOY$1,905,673OtherInvestmentsBOYAmt
Other Investments EOY$1,831,605OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,177,948OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,936,550TotalAssetsBOYAmt
Total Assets EOY$1,850,667TotalAssetsEOYAmt
Total Assets EOYFMV$2,197,010TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,075,486CapitalStockBOYAmt
Capital Stock EOY$1,075,486CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$861,064RetainedEarningBOYAmt
Retained Earning EOY$775,181RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,936,550TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,850,667TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,936,550TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,850,667TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,936,550TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$85,794ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,850,756SubtotalAmt
Other Decreases$89OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,850,667TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$343,049$328,430$14,619$14,619
CAPITAL GAINS DIVIDENDSP$182$182$182
FieldValueIRS element (for citing)
Capital Gain Net Income$14,801CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$762InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$762SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$762TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,120EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,120TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$358OverpaymentAmt
Applied To ES Tax$358AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEVEN SIMMONSIndividualWithBooksNm
Phone2036228999PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line135 MASON STREETAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EILEEN SIMMONS
35 MASON STREETGREENWICHCT06830PRESIDENT0.25$0$0$0
STEVEN J SIMMONS
35 MASON STREETGREENWICHCT06830VP & TR.0.25$0$0$0
DANIEL L DANIELS
400 ATLANTIC STREETSTAMFORDCT06911SECRETARY0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,002,112AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,652AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,035,764TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,035,764AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,536CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,005,228NetVlNoncharitableAssetsAmt
Minimum Investment Return$100,261MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$100,261MinimumInvestmentReturnAmt
Tax Based On Investment Income$762TaxBasedOnInvestmentIncomeAmt
Total Tax$762TotalTaxAmt
Distributable Before Adj$99,499DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$99,499DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$99,499DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$144,850ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$144,850QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$144,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$99,499DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$53,167ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$40,850ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$62,304ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,441ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,565ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$176,327TotalExcessDistributionCyovAmt
Qualifying Distributions$144,850QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$99,499AppliedToCurrentYearAmt
Remaining Distri From Corpus$45,351RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$221,678TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$53,167ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$168,511ExcessDistriCyovToNextYrAmt
Excess From Year4$40,850ExcessFromYear4Amt
Excess From Year3$62,304ExcessFromYear3Amt
Excess From Year2$4,441ExcessFromYear2Amt
Excess From Year1$15,565ExcessFromYear1Amt
Excess From Current Year$45,351ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN J SIMMONSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
PO BOX 22718OKLAHOMA CITYOK73123PCFOR CHARITABLE PURPOSES$1,000
AMERICAN LUNG ASSOCIATION
55 W WACKER DRIVE SUITE 1150CHICAGOIL60601PCFOR CHARITABLE PURPOSES$100
ARTHRITIS FOUNDATION
35 E UPPER WACKER DRIVE 260CHICAGOIL60601PCFOR CHARITABLE PURPOSES$100
BOATHOUSE FOUNDATION INC
PO BOX 2340EDGARTOWNMA02539PCFOR CHARITABLE PURPOSES$300
BREAST CANCER ALLIANCE
48 MAPLE AVEGREENWICHCT06830PCFOR CHARITABLE PURPOSES$5,000
CARE INC
151 ELLIS STREET NEATLANTAGA30303PCFOR CHARITABLE PURPOSES$10,000
CMC FOUNDATION FOR CHANGE
519 8TH AVENEW YORKNY10018PCFOR CHARITABLE PURPOSES$1,000
COLUMBIA UNIVERSITY MEDICAL CENTER
630 WEST 168TH STREETNEW YORKNY10032PCFOR CHARITABLE PURPOSES$1,000
CONNECTICUT PUBLIC BROADCASTING NETWORK
1049 ASYLUM AVEHARTFORDCT06105PCFOR CHARITABLE PURPOSES$250
DOCTORS WITHOUT BORDERS USA
40 RECTOR ST 16TH FLOORNEW YORKNY10006PCFOR CHARITABLE PURPOSES$200
FAIRFIELD COUNTY COMMUNITY FOUNDATION
40 RICHARDS AVENUENORWALKCT06854PCFOR CHARITABLE PURPOSES$3,500
FRANKLIN D ROOSEVELT PRESIDENTIAL LIBRARY
4079 ALBANY POST RDHYDE PARKNY12538PCFOR CHARITABLE PURPOSES$10,000
FRIENDS OF MVYRADIO
PO BOX 1148TISBURYMA02568PCFOR CHARITABLE PURPOSES$1,000
GREENWICH EMS (GEMS)
1111 E PUTNAM AVENUERIVERSIDECT06878PCFOR CHARITABLE PURPOSES$250
GREENWICH COUNTRY DAY SCHOOL
401 OLD CHURCH ROADGREENWICHCT06830PCFOR CHARITABLE PURPOSES$2,000
GREENWICH DEPARTMENT OF HUMAN SERVICES
101 FIELD POINT RDGREENWICHCT06830PCFOR CHARITABLE PURPOSES$250
GREENWICH HOSPITAL FOUNDATION
35 RIVER RDCOS COBCT06807PCFOR CHARITABLE PURPOSES$1,000
HABITAT FOR HUMANITY
6040 N PULASKI ROADCHICAGOIL60646PCFOR CHARITABLE PURPOSES$100
HARTFORD FOUNDATION FOR PUBLIC GIVING
10 COLUMBUS BOULEVARD 8TH FLOORHARTFORDCT06106PCFOR CHARITABLE PURPOSES$25,000
HEALTH IN THE HOOD
2020 N BAYSHORE DR 4102MIAMIFL33137PCFOR CHARITABLE PURPOSES$5,000
HILL HOUSE
10 RIVERSIDE AVENUERIVERSIDECT06878PCFOR CHARITABLE PURPOSES$100
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND STNEW YORKNY10017PCFOR CHARITABLE PURPOSES$100
MARTHA'S VINEYARD FILM SOCIETY INC
79 BEACH RDVINEYARD HAVENMA02568PCFOR CHARITABLE PURPOSES$250
MARTHA'S VINEYARD MUSEUM
151 LAGOON POND ROADVINEYARD HAVENMA02568PCFOR CHARITABLE PURPOSES$150
NEIGHBOR TO NEIGHBOR
248 E PUTNAM AVEGREENWICHCT06830PCFOR CHARITABLE PURPOSES$2,500
NORWICH UNIVERSITY
158 HARMON DRNORTHFIELDVT05663PCFOR CHARITABLE PURPOSES$1,000
REACH PREP
1 DOCK STREET SUITE 100STAMFORDCT06902PCFOR CHARITABLE PURPOSES$21,000
RIVER HOUSE
PO BOX 661GRAYLINGMI49738PCFOR CHARITABLE PURPOSES$500
ROOSEVELT INSTITUTE
570 LEXINGTON AVE 501NEW YORKNY10022PCFOR CHARITABLE PURPOSES$30,000
SHERIFF'S MEADOW FOUNDATION
PO BOX 1088VINEYARD HAVENMA02568PCFOR CHARITABLE PURPOSES$1,300
SPECIAL OLYMPICS
633 W 5TH STREET SUITE 2000LOS ANGELESCA90071PCFOR CHARITABLE PURPOSES$100
ST JUDE CHILDREN'S RESEARCH HOSPITAL
220 E 42ND STNEW YORKNY10017PCFOR CHARITABLE PURPOSES$500
STAMFORD HOSPITAL
1 HOSPITAL PLAZASTAMFORDCT06904PCFOR CHARITABLE PURPOSES$1,000
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305PCFOR CHARITABLE PURPOSES$250
STEW LEONARD III WATER SAFETY FOUNDATION
100 WESTPORT AVENUENORWALKCT06851PCFOR CHARITABLE PURPOSES$1,000
THE CARTER CENTER
453 FREEDOM PKWY NEATLANTAGA30307PCFOR CHARITABLE PURPOSES$2,500
THE CONNECTICUT AUDUBON SOCIETY
2325 BURR STFAIRFIELDCT06824PCFOR CHARITABLE PURPOSES$250
THE CONNECTICUT MIRROR
1049 ASYLUM AVEHARTFORDCT06105PCFOR CHARITABLE PURPOSES$1,000
THE FRESH AIR FUND
633 3RD AVENUE 14NEW YORKNY10017PCFOR CHARITABLE PURPOSES$200
THE GOVERNOR'S PREVENTION PARTNERSHIP
30 JORDAN LNWETHERSFIELDCT06109PCFOR CHARITABLE PURPOSES$5,000
THE TRUSTEES OF COLUMBIA UNIVERSITY
535 WEST 116TH STREETNEW YORKNY10027PCFOR CHARITABLE PURPOSES$250
THE WHITE HOUSE HISTORICAL ASSOCIATION
PO BOX 27624WASHINGTONDC20038PCFOR CHARITABLE PURPOSES$1,000
THE WOMEN'S CAMPAIGN SCHOOL AT YALE
PO BOX 1194NEW CANAANCT06840PCFOR CHARITABLE PURPOSES$250
VGC FOUNDATION
100 CLUBHOUSE LANEEDGARTOWNMA02539PCFOR CHARITABLE PURPOSES$500
WCS INC
2300 SOUTHERN BOULEVARDBRONXNY10460PCFOR CHARITABLE PURPOSES$500
WOMEN'S BUSINESS DEVELOPMENT COUNCIL
184 BEDFORD STREET SUITE 201STAMFORDCT06901PCFOR CHARITABLE PURPOSES$1,300
YALE NEW HAVEN HOSPITAL
20 YORK STREETNEW HAVENCT06510PCFOR CHARITABLE PURPOSES$250
YOU GOTTA BELIEVE
3114 MERMAID AVENUEBROOKLYNNY11224PCFOR CHARITABLE PURPOSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$144,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,547ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,801ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTAX REFUND 990-PF 12/31/19Desc
Exclusion01ExclusionCd
Exclusion$4,231ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$67,612ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,612TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT 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

FieldValueIRS element (for citing)
Category Or ItemSECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,831,605BookValueAmt
EOYFMV$2,177,948EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCESDesc
Amt$89Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAGENCY FEES - NORTHERN TRUSTDesc
Revenue And Expenses Per Books$7,566RevenueAndExpensesPerBooksAmt
Net Investment Income$7,566NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NORTHERN TRUST - OTHER INCOME$33$33$33
TAX REFUND 990-PF 12/31/19$4,231$4,231

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$990$990$0
STATE TAXES$50$0$50

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