SIMMONS FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SIMMONS FAMILY FOUNDATION INC (EIN 06-1409685)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-29
- IRS object ID
- 201632119349100108
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Distribution From Corpus Election
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-29T11:30:08-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 Canal Street 4th Floor | AddressLine1Txt |
| City | Stamford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061409685 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMMONS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SIMMONS/PATRIOT MEDIA & COMMUNICATIO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMM | BusinessNameControlTxt |
| Phone | 2036228999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 MASON STREET | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE SIMMONS | PersonNm |
| Person Title | VICE PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 2036228999 | PhoneNum |
| Signature | 2016-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Hank Muratovic | PreparerPersonNm |
| PTIN | P00783192 | PTIN |
| Phone | 2033273112 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,739,774 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,184 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $250,517 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $666,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $250,517 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $48 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $48 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $286,749 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $286,749 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,251 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $701 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,468 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,390 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $78 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,719 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,091 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $128 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,919 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,091 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $123,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $277,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $264,389 | CashBOYAmt |
| Cash EOY | $45,007 | CashEOYAmt |
| Cash EOYFMV | $45,007 | CashEOYFMVAmt |
| Other Investments BOY | $1,381,522 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,724,734 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,694,767 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,645,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,769,741 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,739,774 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,075,486 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,075,486 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $570,425 | RetainedEarningBOYAmt |
| Retained Earning EOY | $694,255 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,645,911 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,769,741 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,645,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,769,741 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,645,911 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $123,830 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,769,741 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,769,741 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST | P | $51,969 | $52,306 | -$337 | -$337 |
| NORTHERN TRUST | P | $606,960 | $363,932 | $243,028 | $243,028 |
| Capital Gains Dividends | P | $7,826 | $7,826 | $7,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $250,517 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,880 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,867,009 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049212 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $176,805 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,251,619 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.141261 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $114,972 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $347,205 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.331136 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $165,870 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $444,603 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.373074 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $168,623 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $576,556 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.292466 | DistributionYr5Rt |
| Total Distribution | 1.187149 | TotalDistributionRt |
| Average Distribution | 0.237430 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,854,289 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $440,264 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,777 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $443,041 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $140,328 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,553 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,553 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,402 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,402 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $2,187 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
| Individual With Books | STEVEN SIMMONS | IndividualWithBooksNm |
| Phone | 2036228999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 MASON STREET | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | Yes (1) | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EILEEN SIMMONS | ||||||||
| 35 MASON STREET | GREENWICH | CT | 06830 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| STEVEN J SIMMONS | ||||||||
| 35 MASON STREET | GREENWICH | CT | 06830 | VP & TR. | 0.25 | $0 | $0 | $0 |
| Daniel L Daniels | ||||||||
| 400 Atlantic Street | Stamford | CT | 06911 | SECRETARY | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,789,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,667 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,882,527 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,882,527 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,854,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,714 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,714 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,553 | TotalTaxAmt |
| Distributable Before Adj | $87,161 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,161 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,161 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,328 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $140,328 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $140,328 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,161 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $168,950 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $166,550 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $115,200 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $121,981 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,499 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $582,180 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,161 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,167 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $635,347 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $168,950 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $466,397 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $166,550 | ExcessFromYear4Amt |
| Excess From Year3 | $115,200 | ExcessFromYear3Amt |
| Excess From Year2 | $121,981 | ExcessFromYear2Amt |
| Excess From Year1 | $9,499 | ExcessFromYear1Amt |
| Excess From Current Year | $53,167 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN J SIMMONS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | FOR CHARITABLE PURPOSES | $600 |
| AMERICAN LUNG ASSOCIATION | ||||||
| 55 W WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60601 | NONE | FOR CHARITABLE PURPOSES | $200 |
| AVON WALK FOR BREAST CANCER | ||||||
| 4147 N RAVENSWOOD AVE 300 | CHICAGO | IL | 60613 | NONE | FOR CHARITABLE PURPOSES | $100 |
| BERKLEE COLLEGE OF MUSIC | ||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| BOATHOUSE FOUNDATION INC | ||||||
| PO BOX 2340 | EDGARTOWN | MA | 02539 | NONE | FOR CHARITABLE PURPOSES | $300 |
| BOYS & GIRLS CLUB OF GREENWICH | ||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | NONE | FOR CHARITABLE PURPOSES | $2,500 |
| BROOKINGS INSTITUTION | ||||||
| 1775 MASSACHUSETTS AVE | WASHINGTON | DC | 20036 | NONE | FOR CHARITABLE PURPOSES | $27,500 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | ||||||
| 419 3RD ST N | JACKSONVILLE BEACH | FL | 32250 | NONE | FOR CHARITABLE PURPOSES | $400 |
| CHILDREN'S AID SOCIETY | ||||||
| 711 3RD AVENUE - SUITE 700 | NEW YORK | NY | 10017 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| COLUMBIA UNIVERSITY MEDICAL CENTER | ||||||
| 161 FORT WASHINGTON AVE | NEW YORK | NY | 10032 | NONE | FOR CHARITABLE PURPOSES | $5,000 |
| CONGREGATION AGUDATH SHOLOM | ||||||
| 301 STRAWBERRY HILL AVE | STAMFORD | CT | 06906 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| CONNCAN | ||||||
| 85 WILLOW STREET | NEW HAVEN | CT | 06511 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| CONNECTICUT AUDUBON SOCIETY | ||||||
| 314 UNQUOWA ROAD | FAIRFIELD | CT | 06824 | NONE | FOR CHARITABLE PURPOSES | $200 |
| CONNECTICUT COUNCIL FOR EDUCATION REFORM | ||||||
| 195 CHURCH ST 7TH FLOOR | NEW HAVEN | CT | 06510 | NONE | FOR CHARITABLE PURPOSES | $10,000 |
| CONNECTICUT PUBLIC BROADCASTING NETWORK | ||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | FOR CHARITABLE PURPOSES | $250 |
| CORNELL UNIVERSITY | ||||||
| 144 EAST AVENUE | ITHACA | NY | 14850 | NONE | FOR CHARITABLE PURPOSES | $10,000 |
| DENVER AREA COUNCIL | ||||||
| 10455 W 6TH AVE 125 | DENVER | CO | 80215 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| FAITH TABERNACLE CHURCH | ||||||
| 8210 S CORNELL AVE | CHICAGO | IL | 60617 | NONE | FOR CHARITABLE PURPOSES | $500 |
| FRIENDS OF MVYRADIO | ||||||
| 57 CARROLLS WAY | TISBURY | MA | 02568 | NONE | FOR CHARITABLE PURPOSES | $2,000 |
| GLENVILLE VOLUNTEER FIRE COMPANY INC | ||||||
| 266 GLENVILLE RD | GREENWICH | CT | 06831 | NONE | FOR CHARITABLE PURPOSES | $100 |
| GREENWICH ALLIANCE FOR EDUCATION | ||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| GREENWICH CAMPERSHIP PROGRAM | ||||||
| 101 FIELD POINT ROAD | GREENWICH | CT | 06830 | NONE | FOR CHARITABLE PURPOSES | $250 |
| HARVARD UNIVERSITY | ||||||
| 86 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | FOR CHARITABLE PURPOSES | $25,000 |
| HILL HOUSE SENIOR RESIDENCE | ||||||
| 10 RIVERSIDE AVENUE | RIVERSIDE | CT | 06878 | NONE | FOR CHARITABLE PURPOSES | $200 |
| HUMAN RIGHTS FIRST | ||||||
| 75 BROAD ST 31ST FLOOR | NEW YORK | NY | 10004 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 E 42ND ST | NEW YORK | NY | 10017 | NONE | FOR CHARITABLE PURPOSES | $250 |
| MARTHA'S VINEYARD FILM SOCIETY INC | ||||||
| 79 BEACH RD | VINEYARD HAVEN | MA | 02568 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| MARTHA'S VINEYARD THEATER FOUNDATION | ||||||
| OAK BLUFFS AVE | OAK BLUFFS | MA | 02557 | NONE | FOR CHARITABLE PURPOSES | $250 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | FOR CHARITABLE PURPOSES | $5,000 |
| MOUNT ST MICHAEL ACADEMY | ||||||
| 4300 MURDOCK AVE | BRONX | NY | 10466 | NONE | FOR CHARITABLE PURPOSES | $5,000 |
| NORWICH UNIVERSITY | ||||||
| 158 HARMON DR | NORTHFIELD | VT | 05663 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| POLICE ATHLETIC LEAGUE | ||||||
| 1550 SPRING RD 310 | OAK BROOK | IL | 60523 | NONE | FOR CHARITABLE PURPOSES | $200 |
| READ TO GROW | ||||||
| 53 SCHOOL GROUND RD 3 | BRANFORD | CT | 06405 | NONE | FOR CHARITABLE PURPOSES | $5,000 |
| SEEDS OF PEACE | ||||||
| 370 LEXINGTON AVENUE SUITE 1201 | NEW YORK | NY | 10017 | NONE | FOR CHARITABLE PURPOSES | $500 |
| SILVER HILL HOSPITAL | ||||||
| 208 VALLEY RD | NEW CANAAN | CT | 06840 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| SILVERMINE ARTS CENTER | ||||||
| 1037 SILVERMINE RD | NEW CANAAN | CT | 06840 | NONE | FOR CHARITABLE PURPOSES | $5,000 |
| SPECIAL OLYMPICS | ||||||
| 633 W 5TH STREET SUITE 2000 | LOS ANGELES | CA | 90071 | NONE | FOR CHARITABLE PURPOSES | $100 |
| STAMFORD PEACE BASKETBALL CLUB INC | ||||||
| 925 LONG RIDGE ROAD | STAMFORD | CT | 06903 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| SURF FOR LIFE | ||||||
| PO BOX 591837 | SAN FRANCISCO | CA | 94159 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| THE FARM INSTITUTE | ||||||
| 14 AERO AVE | EDGARTOWN | MA | 02539 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| THE GREENWICH COUNTRY DAY SCHOOL | ||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | NONE | FOR CHARITABLE PURPOSES | $250 |
| THE PINK AGENDA | ||||||
| 60 EAST 56TH ST 9TH FLOOR | NEW YORK | NY | 10022 | NONE | FOR CHARITABLE PURPOSES | $100 |
| THE POSSE FOUNDATION | ||||||
| 111 W JACKSON BLVD 1900 | CHICAGO | IL | 60604 | NONE | FOR CHARITABLE PURPOSES | $500 |
| THE RIDE TO CONQUER CANCER | ||||||
| 1220 L ST NW SUITE 100 BOX 448 | WASHINGTON | DC | 200054018 | NONE | FOR CHARITABLE PURPOSES | $2,000 |
| THE TRUSTEES OF COLUMBIA UNIVERSITY | ||||||
| 535 W 116TH ST 211 | NEW YORK | NY | 10027 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| THE WHITE HOUSE HISTORICAL ASSOCIATION | ||||||
| 1450 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | NONE | FOR CHARITABLE PURPOSES | $10,000 |
| THE WOMEN'S CAMPAIGN SCHOOL AT YALE UNIVERSITY | ||||||
| 18 FARRELL DRIVE | ANSONIA | CT | 06401 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| UJA FEDERATION OF NEW YORK | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | FOR CHARITABLE PURPOSES | $2,500 |
| VGC FOUNDATION | ||||||
| 100 CLUBHOUSE LANE | EDGARTOWN | MA | 02539 | NONE | FOR CHARITABLE PURPOSES | $500 |
| WCS INC | ||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| WOMEN'S BUSINESS DEVELOPMENT COUNCIL | ||||||
| 184 BEDFORD STREET SUITE 201 | STAMFORD | CT | 06901 | NONE | FOR CHARITABLE PURPOSES | $1,000 |
| YALE NEW HAVEN HOSPITAL | ||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | NONE | FOR CHARITABLE PURPOSES | $750 |
| YWCA OF GREENWICH | ||||||
| 259 E PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | FOR CHARITABLE PURPOSES | $100 |
| YWCA OF WHITE PLAINS | ||||||
| 515 NORTH STREET | WHITE PLAINS | NY | 10605 | NONE | FOR CHARITABLE PURPOSES | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,526 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $96,490 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $141,064 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,064 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | 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. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Securities | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,724,734 | BookValueAmt |
| EOYFMV | $1,694,767 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $64 | $64 | $0 |
| MANAGEMENT FEES - NORTHERN TRUST | $399 | $399 | $0 |
| AGENCY FEES - NORTHERN TRUST | $7,927 | $7,927 | $0 |
| MISC. EXPENSES | $78 | $0 | $78 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST - OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $48 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $48 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $48 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | steven j simmons | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o simmons/patriot media communica | AddressLine1Txt |
| Address Line2 | ions 35 mason street | AddressLine2Txt |
| City | greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $701 | $701 | $0 |
| STATE TAXES | $50 | $0 | $50 |
| DEPARTMENT OF TREASURY | $13,500 | $0 | $0 |
Comments