BETA

SIMMONS FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SIMMONS FAMILY FOUNDATION INC (EIN 06-1409685)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201913199349105826
Schema version
2018v3.1
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)
Return2019-11-15T14:57:14-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061409685EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMMONS FAMILY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O SIMMONS/PATRIOT MEDIA & COMMUNICATIOBusinessNameLine2Txt
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
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHANK MURATOVICPreparerPersonNm
PTINP00783192PTIN
Phone2033273112PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.98.98.135IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm13:23:47IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id4A1EE7CE119927B0259BE1386EB3400A1B735E5AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,993,148FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$403,755ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$55,538DividendsRevAndExpnssAmt
Dividends Net Invst Incm$55,538DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$274,633NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$525,600GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$274,633CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$82OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$82OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$734,008TotalRevAndExpnssAmt
Total Net Invst Incm$330,253TotalNetInvstIncmAmt
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$1,351TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,301TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$50TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,252OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,252OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,603TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,553TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$104,125ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$104,125ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$113,728TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,553TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$104,175TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$620,280ExcessRevenueOverExpensesAmt
Net Investment Income$320,700NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,923CashBOYAmt
Cash EOY$76,691CashEOYAmt
Cash EOYFMV$76,691CashEOYFMVAmt
Other Investments BOY$1,624,546OtherInvestmentsBOYAmt
Other Investments EOY$1,940,498OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,916,457OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,638,469TotalAssetsBOYAmt
Total Assets EOY$2,017,189TotalAssetsEOYAmt
Total Assets EOYFMV$1,993,148TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
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$562,983RetainedEarningBOYAmt
Retained Earning EOY$941,703RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,638,469TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,017,189TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,638,469TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,017,189TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,638,469TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$620,280ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,258,749SubtotalAmt
Other Decreases$241,560OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,017,189TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHERN TRUSTP2018-01-12$420,440$162,195$258,245$258,245
NORTHERN TRUSTP2018-05-10$100,558$88,772$11,786$11,786
CAPITAL GAINS DIVIDENDSP$4,602$4,602$4,602
FieldValueIRS element (for citing)
Capital Gain Net Income$274,633CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$148,100AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,764,600NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.083928DistributionYr1Rt
Adjusted Qlfy Distri Yr2$124,850AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,692,945NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.073747DistributionYr2Rt
Adjusted Qlfy Distri Yr3$140,328AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,854,289NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.075678DistributionYr3Rt
Adjusted Qlfy Distri Yr4$91,880AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,867,009NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049212DistributionYr4Rt
Adjusted Qlfy Distri Yr5$176,805AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,251,619NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.141261DistributionYr5Rt
Total Distribution0.423826TotalDistributionRt
Average Distribution0.084765AverageDistributionRt
Net Vl Noncharitable Assets$2,122,967NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$179,953AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,207NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$183,160AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$104,175QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,414InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,414SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,414TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,440EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$12,800ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$15,240TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$8,826OverpaymentAmt
Applied To ES Tax$6,440AppliedToESTaxAmt
Refund$2,386RefundAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
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$2,095,470AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,826AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,155,296TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,155,296AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,329CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,122,967NetVlNoncharitableAssetsAmt
Minimum Investment Return$106,148MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$106,148MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,414TaxBasedOnInvestmentIncomeAmt
Total Tax$6,414TotalTaxAmt
Distributable Before Adj$99,734DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$99,734DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$99,734DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$104,175ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$104,175QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$104,175AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$99,734DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$121,981ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,499ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$53,167ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$40,850ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$62,304ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$287,801TotalExcessDistributionCyovAmt
Qualifying Distributions$104,175QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$99,734AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,441RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$292,242TotalCorpusAmt
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$121,981ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$170,261ExcessDistriCyovToNextYrAmt
Excess From Year4$9,499ExcessFromYear4Amt
Excess From Year3$53,167ExcessFromYear3Amt
Excess From Year2$40,850ExcessFromYear2Amt
Excess From Year1$62,304ExcessFromYear1Amt
Excess From Current Year$4,441ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CARE INC
151 ELLIS STREET NEATLANTAGA30303NONEFOR CHARITABLE PURPOSES$15,000
GREENWICH COUNTRY DAY SCHOOL
401 OLD CHURCH ROADGREENWICHCT06830NONEFOR CHARITABLE PURPOSES$10,000
FRANKLIN D ROOSEVELT PRESIDENTIAL LIBRARY
4079 ALBANY POST ROADHYDE PARKNY12538NONEFOR CHARITABLE PURPOSES$10,000
CORNELL UNIVERSITY
BOX 37334BOONEIA50037NONEFOR CHARITABLE PURPOSES$10,000
REACH PREP
1 DOCK STREET SUITE 100STAMFORDCT06902NONEFOR CHARITABLE PURPOSES$10,000
FIDELITY CHARITABLE
100 CROSBY PARKWAYCOVINGTONKY41015NONEFOR CHARITABLE PURPOSES$5,000
YEAR UP
223 W JACKSON BLVD 400CHICAGOIL60606NONEFOR CHARITABLE PURPOSES$5,000
YOU GOTTA BELIEVE
3114 MERMAID AVENUEBROOKLYNNY11224NONEFOR CHARITABLE PURPOSES$5,000
TEACH FOR AMERICA
25 BROADWAY 12TH FLOORNEW YORKNY10004NONEFOR CHARITABLE PURPOSES$5,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036NONEFOR CHARITABLE PURPOSES$2,500
THE CARTER CENTER
453 FREEDOM PKWY NEATLANTAGA30307NONEFOR CHARITABLE PURPOSES$2,000
THE LUSTGARTEN FOUNDATION
1111 STEWART AVENUEBETHPAGENY11714NONEFOR CHARITABLE PURPOSES$2,000
HEADSTRONG PROJECT
655 MADISON AVENUE 18TH FLOORNEW YORKNY10065NONEFOR CHARITABLE PURPOSES$2,000
AMERICAN CANCER SOCIETY
PO BOX 22718OKLAHOMA CITYOK73123NONEFOR CHARITABLE PURPOSES$1,500
STAMFORD HOSPITAL
1351 WASHINGTON BLVD STE 202STAMFORDCT06902NONEFOR CHARITABLE PURPOSES$1,250
JWV COMMUNITY SCHOLARSHIPS
115 E PUTNAM AVE STE 2ND FLGREENWICHCT06830NONEFOR CHARITABLE PURPOSES$1,000
BOYS & GIRLS CLUB OF GREENWICH
4 HORSENECK LANEGREENWICHCT06830NONEFOR CHARITABLE PURPOSES$1,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825NONEFOR CHARITABLE PURPOSES$1,000
TEMPLE SHOLOM
300 EAST PUTNAM AVENUEGREENWICHCT06830NONEFOR CHARITABLE PURPOSES$1,000
FAIRFIELD COUNTY'S COMMUNITY FOUNDATION
40 RICHARDS AVENUENORWALKCT06854NONEFOR CHARITABLE PURPOSES$1,000
READ TO GROW
53 SCHOOL GROUND RD 3BRANFORDCT06405NONEFOR CHARITABLE PURPOSES$1,000
UNIVERSITY OF ST THOMAS
PO BOX 64947ST PAULMN55164NONEFOR CHARITABLE PURPOSES$1,000
NORWICH UNIVERSITY
158 HARMON DRNORTHFIELDVT05663NONEFOR CHARITABLE PURPOSES$1,000
HARVARD UNIVERSITY
86 BRATTLE STREETCAMBRIDGEMA02138NONEFOR CHARITABLE PURPOSES$1,000
NEW YORK-PRESBYTERIAN LAWRENCE HOSPITAL
55 PALMER AVENUEBRONXVILLENY10708NONEFOR CHARITABLE PURPOSES$1,000
THE TRUSTEES OF COLUMBIA UNIVERSITY
535 WEST 116TH STREETNEW YORKNY10027NONEFOR CHARITABLE PURPOSES$750
WOMEN'S BUSINESS DEVELOPMENT COUNCIL
184 BEDFORD STREET SUITE 201STAMFORDCT06901NONEFOR CHARITABLE PURPOSES$500
RIVER HOUSE
PO BOX 661GRAYLINGMI49738NONEFOR CHARITABLE PURPOSES$500
NATIONAL CENTER FOR LEARNING DISABILITIES
1 THOMAS CIRCLE NW 700WASHINGTONDC20005NONEFOR CHARITABLE PURPOSES$500
THE WOMEN'S CAMPAIGN SCHOOL AT YALE
POST OFFICE BOX 1194NEW CANAANCT06840NONEFOR CHARITABLE PURPOSES$500
FRIENDS OF MVYRADIO
PO BOX 1148TISBURYMA02568NONEFOR CHARITABLE PURPOSES$500
VGC FOUNDATION
100 CLUBHOUSE LANEEDGARTOWNMA02539NONEFOR CHARITABLE PURPOSES$500
COLUMBIA UNIVERSITY MEDICAL CENTER
630 WEST 168TH STREETNEW YORKNY10032NONEFOR CHARITABLE PURPOSES$500
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONEFOR CHARITABLE PURPOSES$500
BOATHOUSE FOUNDATION INC
800 RIVERSPORT DROKLAHOMA CITYOK73129NONEFOR CHARITABLE PURPOSES$300
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST 79TH STREETNEW YORKNY10024NONEFOR CHARITABLE PURPOSES$250
WHITE HOUSE HISTORICAL ASSOCIATION
1610 H STREET NWWASHINGTONDC20006NONEFOR CHARITABLE PURPOSES$250
CONNECTICUT PUBLIC BROADCASTING NETWORK
1049 ASYLUM AVEHARTFORDCT06105NONEFOR CHARITABLE PURPOSES$250
YALE NEW HAVEN HOSPITAL
20 YORK STREETNEW HAVENCT06510NONEFOR CHARITABLE PURPOSES$250
SILVERMINE ARTS CENTER
1037 SILVERMINE ROADNEW CANAANCT06840NONEFOR CHARITABLE PURPOSES$250
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305NONEFOR CHARITABLE PURPOSES$250
HILL HOUSE
127 MOUNT VERNON STREETBOSTONMA02108NONEFOR CHARITABLE PURPOSES$200
SHERIFF'S MEADOW FOUNDATION
PO BOX 1088VINEYARD HAVENMA02568NONEFOR CHARITABLE PURPOSES$200
GREENWICH SENTINEL FOUNDATION
PO BOX 279GREENWICHCT06836NONEFOR CHARITABLE PURPOSES$125
AMERICAN LUNG ASSOCIATION
55 W WACKER DRIVE SUITE 1150CHICAGOIL60601NONEFOR CHARITABLE PURPOSES$100
HABITAT FOR HUMANITY
6040 N PULASKI ROADCHICAGOIL60646NONEFOR CHARITABLE PURPOSES$100
SPECIAL OLYMPICS
633 W 5TH STREET SUITE 2000LOS ANGELESCA90071NONEFOR CHARITABLE PURPOSES$100
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND STNEW YORKNY10017NONEFOR CHARITABLE PURPOSES$100
ARTHRITIS FOUNDATION
35 E UPPER WACKER DRIVE 260CHICAGOIL60601NONEFOR CHARITABLE PURPOSES$100
THE FRESH AIR FUND
633 3RD AVENUE 14NEW YORKNY10017NONEFOR CHARITABLE PURPOSES$100
AUDUBON CONNECTICUT
613 RIVERSVILLE ROADGREENWICHCT06831NONEFOR CHARITABLE PURPOSES$100
MARTHA'S VINEYARD MUSEUM
151 LAGOON POND ROADVINEYARD HAVENMA02568NONEFOR CHARITABLE PURPOSES$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$104,125TotalGrantOrContriPdDurYrAmt
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$55,538ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$82ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$274,633ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$330,253ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$330,253TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSTEVEN J SIMMONSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line135 MASON STREETAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Total Contributions$403,755TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property10,354 SHARES OF LIBERTY GLOBAL PLC STOCKNoncashPropertyDesc
Fair Market Value$403,755FairMarketValueAmt
Received2018-01-10ReceivedDt

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$1,940,498BookValueAmt
EOYFMV$1,916,457EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFAIR MARKET VALUE IN EXCESS OF COST BASIS FOR SECURITY DONATED AND SOLDDesc
Amt$241,560Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAGENCY FEES - NORTHERN TRUSTDesc
Revenue And Expenses Per Books$8,252RevenueAndExpensesPerBooksAmt
Net Investment Income$8,252NetInvestmentIncomeAmt
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$18$18$18
AIG SECURITIES LITIGATION$64$64$64

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSTEVEN J SIMMONSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O SIMMONS/PATRIOT MEDIA COMMUNICAAddressLine1Txt
Address Line2IONS 35 MASON STREETAddressLine2Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,301$1,301$0
STATE TAXES$50$0$50

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