SIMPSON FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SIMPSON FOUNDATION (EIN 48-0727404)
Tax period
2016-11-01 to 2017-10-31
Filed
2017-12-11
IRS object ID
201723459349100302
Schema version
2016v3.0
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)
Return2017-12-11T08:42:40-06:00ReturnTs
Tax Period End2017-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN480969601PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SS&C SOLUTIONS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13320 CLINTON PARKWAY COURT SUITE 1AddressLine1Txt
CityLAWRENCECityNm
State AbbreviationKSStateAbbreviationCd
ZIP66047ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN480727404EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMPSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIMPBusinessNameControlTxt
Phone7858654113PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 MASSACHUSETTS STE 405AddressLine1Txt
CityLAWRENCECityNm
State AbbreviationKSStateAbbreviationCd
ZIP66044ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH S DEANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7858654113PhoneNum
Signature2017-12-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER KOHART CPAPreparerPersonNm
PTINP01087663PTIN
Phone7858384484PhoneNum
Preparation2017-11-29PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdB128CBC4EF5A6BF0AE7153F5BBA0DEEB529FD4AAAtSubmissionCreationDeviceId
At Submission Filing Device IdF2A9899632D9B2297D6A2A1B719C2BA60642AA48AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$121,221FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,074DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,074DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$51,034NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$51,034GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$51,034CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$53,113TotalRevAndExpnssAmt
Total Net Invst Incm$53,113TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$185TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,425TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,425TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$39,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,688ExcessRevenueOverExpensesAmt
Net Investment Income$53,113NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$23,361SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$72,942SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$72,942SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$57,060OtherInvestmentsBOYAmt
Other Investments EOY$20,167OtherInvestmentsEOYAmt
Other Investments EOYFMV$48,279OtherInvestmentsEOYFMVAmt
Total Assets BOY$80,421TotalAssetsBOYAmt
Total Assets EOY$93,109TotalAssetsEOYAmt
Total Assets EOYFMV$121,221TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$80,421RetainedEarningBOYAmt
Retained Earning EOY$93,109RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$80,421TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$93,109TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$80,421TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$93,109TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$80,421TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,688ExcessRevenueOverExpensesAmt
Subtotal$93,109SubtotalAmt
Tot Net Ast Or Fund Balances EOY$93,109TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$51,034CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$37,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$167,806NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.220493DistributionYr1Rt
Adjusted Qlfy Distri Yr2$38,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$195,673NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.196757DistributionYr2Rt
Adjusted Qlfy Distri Yr3$68,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$221,230NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.309633DistributionYr3Rt
Adjusted Qlfy Distri Yr4$31,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$233,374NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.134976DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$250,960NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.104399DistributionYr5Rt
Total Distribution0.966258TotalDistributionRt
Average Distribution0.193252AverageDistributionRt
Net Vl Noncharitable Assets$139,661NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,990AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$531NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$27,521AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$39,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$531InvestmentIncomeExciseTaxAmt
Subtotal$531SubtotalAmt
Tax Based On Investment Income$531TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Tax Due$534TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSARAH S DEANIndividualWithBooksNm
Phone7858654113PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1900 MASSACHUSETTS ST SUITE 405AddressLine1Txt
CityLAWRENCECityNm
State AbbreviationKSStateAbbreviationCd
ZIP66044ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARAH S DEAN
1835 REPUBLIC ROADLAWRENCEKS66044PRESIDENT1.00$0$0$0
JOHN M SIMPSON
311 E 115TH STREETKANSAS CITYMO64114SECRETARY/TR1.00$0$0$0
RAYMOND N DEAN
1835 REPUBLIC ROADLAWRENCEKS66044VICE PRESIDE1.00$0$0$0
JOHN S DEAN
22105 W 59TH STREETSHAWNEEKS66226DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$100,514AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,274AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$141,788TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$141,788AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,127CashDeemedCharitableAmt
Net Vl Noncharitable Assets$139,661NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,983MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,983MinimumInvestmentReturnAmt
Tax Based On Investment Income$531TaxBasedOnInvestmentIncomeAmt
Total Tax$531TotalTaxAmt
Distributable Before Adj$6,452DistributableBeforeAdjAmt
Distributable Before Ded$6,452DistributableBeforeDedAmt
Distributable As Adjusted$6,452DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,000ExpensesAndContributionsAmt
Qualifying Distributions$39,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$531PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$38,469AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,452DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$13,797ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,997ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$57,810ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$29,005ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,793ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$149,402TotalExcessDistributionCyovAmt
Qualifying Distributions$39,000QualifyingDistributionsAmt
Applied To Current Year$6,452AppliedToCurrentYearAmt
Remaining Distri From Corpus$32,548RemainingDistriFromCorpusAmt
Total Corpus$181,950TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$13,797ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$168,153ExcessDistriCyovToNextYrAmt
Excess From Year4$19,997ExcessFromYear4Amt
Excess From Year3$57,810ExcessFromYear3Amt
Excess From Year2$29,005ExcessFromYear2Amt
Excess From Year1$28,793ExcessFromYear1Amt
Excess From Current Year$32,548ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSARAH S DEANContributingManagerNm
Contributing ManagerJOHN M SIMPSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSARAH S DEANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1900 MASSACHUSETTS SUITE 405AddressLine1Txt
CityLAWRENCECityNm
State AbbreviationKSStateAbbreviationCd
ZIP66044ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7858654112RecipientPhoneNum
Form And Info And MaterialsWRITTEN STATEMENTS WITH THE APPLICANTS NAME, AMOUNT OF REQUEST AND PURPOSE OF GRANT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE GENERALLY AWARDED TO KANSAS OR KANSAS CITY METROPOLITAN AREA ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE LAND INSTITUTE
2440 E WATER WELL ROADSALINAKS67401NONEENVIRONMENTAL$1,000
KANSAS RURAL CENTER
4021 SW 10TH ST SUITE 337TOPEKAKS66604NONEENVIRONMENTAL$500
KANSAS LAND TRUST
16 E 13TH STREETLAWRENCEKS66044NONEENVIRONMENTAL$500
KANSAS ADVOCATES FOR BETTER CARE
913 TENNESSE SUITE 2LAWRENCEKS66044NONECOMMUNITY IMPACT$1,000
COMMUNITY MERCANTILE EDUCATION FOUN
901 IOWA STREETLAWRENCEKS66044NONESCHOOL GARDENS$1,000
ACLU FOUNDATION OF KANSAS
6701 W 64TH ST STE 210OVERLAND PARKKS66202NONECOMMUNITY IMPACT$18,000
LAWRENCE PUBLIC LIBRARY FOUNDATION
PO BOX 973LAWRENCEKS66044NONECOMMUNITY IMPACT$15,000
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARECAMBRIDGEMA02138NONEENVIRONMENTAL$1,000
LAWRENCE ARTS CENTER
940 NEW HAMPSHIRELAWRENCEKS66044NONEART$500
SIERRA CLUB FOUNDATION
2101 WEBSTER ST STE 1300OAKLANDCA94612NONEENVIRONMENTAL$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,074ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$51,034ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$53,113ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,113TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,200Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVANGUARD 540CategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$20,167BookValueAmt
EOYFMV$48,279EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
ANNUAL REPORT FEE$40

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$185Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.