BETA

SIMMONS FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SIMMONS FAMILY FOUNDATION INC (EIN 06-1409685)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-11
IRS object ID
201821319349101747
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-11T15:07:28-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHANK MURATOVICPreparerPersonNm
PTINP00783192PTIN
Phone2033273112PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,825,736FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$40,531DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,531DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$88,795NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$354,019GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$88,795CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$21OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$21OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$129,347TotalRevAndExpnssAmt
Total Net Invst Incm$129,347TotalNetInvstIncmAmt
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$943TaxesRevAndExpnssAmt
Taxes Net Invst Incm$893TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$50TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,733OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,733OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,676TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,626TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$148,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$148,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$155,726TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,626TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$148,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$26,379ExcessRevenueOverExpensesAmt
Net Investment Income$121,721NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,070CashBOYAmt
Cash EOY$13,923CashEOYAmt
Cash EOYFMV$13,923CashEOYFMVAmt
Other Investments BOY$1,647,478OtherInvestmentsBOYAmt
Other Investments EOY$1,624,546OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,811,813OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,665,548TotalAssetsBOYAmt
Total Assets EOY$1,638,469TotalAssetsEOYAmt
Total Assets EOYFMV$1,825,736TotalAssetsEOYFMVAmt
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$590,062RetainedEarningBOYAmt
Retained Earning EOY$562,983RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,665,548TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,638,469TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,665,548TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,638,469TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,665,548TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$26,379ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,639,169SubtotalAmt
Other Decreases$700OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,638,469TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHERN TRUSTP$3,607$3,276$331$331
NORTHERN TRUSTP$344,614$261,948$82,666$82,666
CAPITAL GAINS DIVIDENDSP$5,798$5,798$5,798
FieldValueIRS element (for citing)
Capital Gain Net Income$88,795CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$124,850AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,692,945NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.073747DistributionYr1Rt
Adjusted Qlfy Distri Yr2$140,328AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,854,289NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.075678DistributionYr2Rt
Adjusted Qlfy Distri Yr3$91,880AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,867,009NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049212DistributionYr3Rt
Adjusted Qlfy Distri Yr4$176,805AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,251,619NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.141261DistributionYr4Rt
Adjusted Qlfy Distri Yr5$114,972AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$347,205NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.331136DistributionYr5Rt
Total Distribution0.671034TotalDistributionRt
Average Distribution0.134207AverageDistributionRt
Net Vl Noncharitable Assets$1,764,600NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$236,822AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,217NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$238,039AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$148,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,434InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,434SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,434TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,004EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,004TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$570OverpaymentAmt
Applied To ES Tax$570AppliedToESTaxAmt
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 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

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$1,773,928AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,544AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,791,472TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,791,472AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,872CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,764,600NetVlNoncharitableAssetsAmt
Minimum Investment Return$88,230MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$88,230MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,434TaxBasedOnInvestmentIncomeAmt
Total Tax$2,434TotalTaxAmt
Distributable Before Adj$85,796DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$85,796DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$85,796DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$148,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$148,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$148,100AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$85,796DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$115,200ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$121,981ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,499ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,167ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$40,850ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$340,697TotalExcessDistributionCyovAmt
Qualifying Distributions$148,100QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$85,796AppliedToCurrentYearAmt
Remaining Distri From Corpus$62,304RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$403,001TotalCorpusAmt
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$115,200ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$287,801ExcessDistriCyovToNextYrAmt
Excess From Year4$121,981ExcessFromYear4Amt
Excess From Year3$9,499ExcessFromYear3Amt
Excess From Year2$53,167ExcessFromYear2Amt
Excess From Year1$40,850ExcessFromYear1Amt
Excess From Current Year$62,304ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
PO BOX 22718OKLAHOMA CITYOK73123NONEFOR CHARITABLE PURPOSES$500
AMERICAN LUNG ASSOCIATION
55 W WACKER DRIVE SUITE 1150CHICAGOIL60601NONEFOR CHARITABLE PURPOSES$100
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST 79TH STREETNEW YORKNY10024NONEFOR CHARITABLE PURPOSES$100
ARTHRITIS FOUNDATION
35 E UPPER WACKER DRIVE 260CHICAGOIL60601NONEFOR CHARITABLE PURPOSES$100
CONNCAN
85 WILLOW STREETNEW HAVENCT06511NONEFOR CHARITABLE PURPOSES$5,000
CONNECTICUT PUBLIC BROADCASTING NETWORK
1049 ASYLUM AVEHARTFORDCT06105NONEFOR CHARITABLE PURPOSES$250
FRANKLIN D ROOSEVELT PRESIDENTIAL LIBRARY
4079 ALBANY POST ROADHYDE PARKNY12538NONEFOR CHARITABLE PURPOSES$20,000
GREENWICH ALLIANCE FOR EDUCATION
48 MAPLE AVEGREENWICHCT06830NONEFOR CHARITABLE PURPOSES$100
GREENWICH COUNTRY DAY SCHOOL
401 OLD CHURCH ROADGREENWICHCT06830NONEFOR CHARITABLE PURPOSES$1,000
GREENWICH EMERGENCY MEDICAL SERVICE INC
1111 E PUTNAM AVE 201RIVERSIDECT06878NONEFOR CHARITABLE PURPOSES$100
HABITAT FOR HUMANITY
6040 N PULASKI ROADCHICAGOIL60646NONEFOR CHARITABLE PURPOSES$100
HARVARD UNIVERSITY
86 BRATTLE STREETCAMBRIDGEMA02138NONEFOR CHARITABLE PURPOSES$22,000
HUMAN RIGHTS FIRST
75 BROAD ST 31ST FLOORNEW YORKNY10004NONEFOR CHARITABLE PURPOSES$1,000
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND STNEW YORKNY10017NONEFOR CHARITABLE PURPOSES$100
MARTHA'S VINEYARD THEATER FOUNDATION
OAK BLUFFS AVEOAK BLUFFSMA02557NONEFOR CHARITABLE PURPOSES$1,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONEFOR CHARITABLE PURPOSES$500
NORWICH UNIVERSITY
158 HARMON DRNORTHFIELDVT05663NONEFOR CHARITABLE PURPOSES$1,000
READ TO GROW
53 SCHOOL GROUND RD 3BRANFORDCT06405NONEFOR CHARITABLE PURPOSES$500
SPECIAL OLYMPICS
633 W 5TH STREET SUITE 2000LOS ANGELESCA90071NONEFOR CHARITABLE PURPOSES$100
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEFOR CHARITABLE PURPOSES$500
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305NONEFOR CHARITABLE PURPOSES$250
STEW LEONARD III CHILDREN'S CHARITIES
100 WESTPORT AVENUENORWALKCT06851NONEFOR CHARITABLE PURPOSES$1,000
THE FRESH AIR FUND
633 3RD AVENUE 14NEW YORKNY10017NONEFOR CHARITABLE PURPOSES$100
THE LUSTGARTEN FOUNDATION
1111 STEWART AVENUEBETHPAGENY11714NONEFOR CHARITABLE PURPOSES$2,500
VGC FOUNDATION
100 CLUBHOUSE LANEEDGARTOWNMA02539NONEFOR CHARITABLE PURPOSES$500
WOMEN'S BUSINESS DEVELOPMENT COUNCIL
184 BEDFORD STREET SUITE 201STAMFORDCT06901NONEFOR CHARITABLE PURPOSES$1,000
YALE NEW HAVEN HOSPITAL
20 YORK STREETNEW HAVENCT06510NONEFOR CHARITABLE PURPOSES$250
YEAR UP
223 W JACKSON BLVD 400CHICAGOIL60606NONEFOR CHARITABLE PURPOSES$5,000
AUDUBON CONNECTICUT
613 RIVERSVILLE ROADGREENWICHCT06831NONEFOR CHARITABLE PURPOSES$100
BREAST CANCER ALLIANCE
48 MAPLE AVENUEGREENWICHCT06830NONEFOR CHARITABLE PURPOSES$5,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036NONEFOR CHARITABLE PURPOSES$25,000
COLD SPRING HARBOR LABORATORY
1 BUNGTOWN ROADCOLD SPRING HARBORNY11724NONEFOR CHARITABLE PURPOSES$9,300
FAMILY CENTERS
40 ARCH STREETGREENWICHCT06830NONEFOR CHARITABLE PURPOSES$6,000
FRIENDS OF MVYRADIO
PO BOX 1148TISBURYMA02568NONEFOR CHARITABLE PURPOSES$1,500
GREATER NEW YORK COUNCILS BSA
350 5TH AVE SUITE 7820NEW YORKNY10118NONEFOR CHARITABLE PURPOSES$10,000
GREENWICH HOSPITAL FOUNDATION
35 RIVER ROADCOS COBCT06807NONEFOR CHARITABLE PURPOSES$1,000
LIBERTY FOUNDATION
10988 S 4203 ROADCLAREMOREOK74017NONEFOR CHARITABLE PURPOSES$5,000
LIFE'S WORC
1501 FRANKLIN AVEGARDEN CITYNY11530NONEFOR CHARITABLE PURPOSES$5,000
PMC JIMMY FUND
10 BROOKLINE PLACE WEST 6TH FLBROOKLINEMA02445NONEFOR CHARITABLE PURPOSES$1,000
REACH PREP
1 DOCK STREET SUITE 100STAMFORDCT06902NONEFOR CHARITABLE PURPOSES$11,000
STAMFORD PEACE BASKETBALL CLUB INC
925 LONG RIDGE ROADSTAMFORDCT06902NONEFOR CHARITABLE PURPOSES$250
THE CARTER CENTER
453 FREEDOM PKWY NEATLANTAGA30307NONEFOR CHARITABLE PURPOSES$2,000
THE TRUSTEES OF COLUMBIA UNIVERSITY
535 WEST 116TH STREETNEW YORKNY10027NONEFOR CHARITABLE PURPOSES$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$148,050TotalGrantOrContriPdDurYrAmt
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$40,531ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$88,795ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$129,347ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$129,347TotalIncomeProducingActyAmt

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$1,624,546BookValueAmt
EOYFMV$1,811,813EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDEDUCTIBLE PORTION OF DONATIONSDesc
Amt$700Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES - NORTHERN TRUST$10$10$0
AGENCY FEES - NORTHERN TRUST$6,723$6,723$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNORTHERN TRUST - OTHER INCOMEDesc
Revenue And Expenses Per Books$21RevenueAndExpensesPerBooksAmt
Net Investment Income$21NetInvestmentIncomeAmt
Adjusted Net Income$21AdjustedNetIncomeAmt

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$893$893$0
STATE TAXES$50$0$50

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