BETA

SIMMONS FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SIMMONS FAMILY FOUNDATION INC (EIN 06-1409685)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201523209349101242
Schema version
2014v5.0
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)
Return2015-11-16T15:00:43-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Line1850 CANAL STREET 4TH FLOORAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06902ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHANK MURATOVICPreparerPersonNm
PTINP00783192PTIN
Phone2033273112PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,932,657FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,047ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$24,807DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,807DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$530,812NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,520,341GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$530,812CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$706OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$706OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$706,372TotalRevAndExpnssAmt
Total Net Invst Incm$556,325TotalNetInvstIncmAmt
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$8,638TaxesRevAndExpnssAmt
Taxes Net Invst Incm$588TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$8,050TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,277OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,277OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,915TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,865TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,050TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$83,830ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$83,830ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,745TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,865TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$91,880TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$606,627ExcessRevenueOverExpensesAmt
Net Investment Income$548,460NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,784CashBOYAmt
Cash EOY$264,389CashEOYAmt
Cash EOYFMV$264,387CashEOYFMVAmt
Other Investments BOY$1,018,468OtherInvestmentsBOYAmt
Other Investments EOY$1,381,522OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,668,270OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,050,252TotalAssetsBOYAmt
Total Assets EOY$1,645,911TotalAssetsEOYAmt
Total Assets EOYFMV$1,932,657TotalAssetsEOYFMVAmt
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-$25,234RetainedEarningBOYAmt
Retained Earning EOY$570,425RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,050,252TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,645,911TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,050,252TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,645,911TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,050,252TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$606,627ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,656,879SubtotalAmt
Other Decreases$10,968OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,645,911TotNetAstOrFundBalancesEOYAmt

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$643,593$647,358-$3,765-$3,765
NORTHERN TRUSTP$870,134$342,171$527,963$527,963
CAPITAL GAINS DIVIDENDSP$6,614$6,614$6,614
FieldValueIRS element (for citing)
Capital Gain Net Income$530,812CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$176,805AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,251,619NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.141261DistributionYr1Rt
Adjusted Qlfy Distri Yr2$114,972AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$347,205NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.331136DistributionYr2Rt
Adjusted Qlfy Distri Yr3$165,870AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$444,603NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.373074DistributionYr3Rt
Adjusted Qlfy Distri Yr4$168,623AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$576,556NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.292466DistributionYr4Rt
Adjusted Qlfy Distri Yr5$184,936AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$681,244NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.271468DistributionYr5Rt
Total Distribution1.409405TotalDistributionRt
Average Distribution0.281881AverageDistributionRt
Net Vl Noncharitable Assets$1,867,009NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$526,274AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,485NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$531,759AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$91,880QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,969InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,969SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,969TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,015EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$13,500AppliedToEsTaxAmt
Total Payments And Credits$14,515TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$144EsPenaltyAmt
Overpayment$3,402OverpaymentAmt
Applied To ES Tax$3,402AppliedToESTaxAmt
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 ActsYes (1)UncorrectedPriorActsInd
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$1,747,355AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$148,086AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,895,441TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,895,441AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,432CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,867,009NetVlNoncharitableAssetsAmt
Minimum Investment Return$93,350MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$93,350MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,969TaxBasedOnInvestmentIncomeAmt
Total Tax$10,969TotalTaxAmt
Distributable Before Adj$82,381DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$82,381DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$82,381DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$91,880ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$91,880QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$91,880AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$82,381DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$185,117ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$168,950ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$166,550ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$115,200ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$121,981ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$757,798TotalExcessDistributionCyovAmt
Qualifying Distributions$91,880QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$82,381AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,499RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$767,297TotalCorpusAmt
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$185,117ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$582,180ExcessDistriCyovToNextYrAmt
Excess From Year4$168,950ExcessFromYear4Amt
Excess From Year3$166,550ExcessFromYear3Amt
Excess From Year2$115,200ExcessFromYear2Amt
Excess From Year1$121,981ExcessFromYear1Amt
Excess From Current Year$9,499ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
THE WOMEN'S CAMPAIGN SCHOOL AT YALE UNIVERSITY
18 FARRELL DRIVEANSONIACT06401NONEFOR CHARITABLE PURPOSES$1,000
REACH PREP
1 DOCK STREET 100STAMFORDCT06902NONEFOR CHARITABLE PURPOSES$5,000
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK W 79TH STREETNEW YORKNY10024NONEFOR CHARITABLE PURPOSES$30
VIP COMMUNITY SERVICES
1910 ARTHUR AVENUE 7BRONXNY10457NONEFOR CHARITABLE PURPOSES$1,000
THE DEFIANT REQUIEM FOUNDATION
PO BOX 6242WASHINGTONDC20015NONEFOR CHARITABLE PURPOSES$10,000
YWCA OF GREENWICH
259 E PUTNAM AVENUEGREENWICHCT06830NONEFOR CHARITABLE PURPOSES$1,000
MLT
5335 WISCONSIN AVENUE NW SUITE 805WASHINGTONDC20015NONEFOR CHARITABLE PURPOSES$1,000
CONNECTICUT AUDUBON SOCIETY
314 UNQUOWA ROADFAIRFIELDCT06824NONEFOR CHARITABLE PURPOSES$150
THE SABAN CENTER
THE BROOKINGS INSTITUTION 1775WASHINGTONDC20036NONEFOR CHARITABLE PURPOSES$10,000MASSACHUSETTS AVENUE NW
GREENWICH EMERGENCY MEDICAL SERVICE INC
1111 EAST PUTNAM AVENUE SUITE 201RIVERSIDECT06878NONEFOR CHARITABLE PURPOSES$250
FRESH AIR FUND
633 THIRD AVENUE 14TH FLOORNEW YORKNY10017NONEFOR CHARITABLE PURPOSES$100
HILL HOUSE SENIOR RESIDENCE
10 RIVERSIDE AVENUERIVERSIDECT06878NONEFOR CHARITABLE PURPOSES$50
SPECIAL OLYMPICS
633 W 5TH STREET SUITE 2000LOS ANGELESCA90071NONEFOR CHARITABLE PURPOSES$100
GREENWICH CAMPERSHIP PROGRAM
101 FIELD POINT ROADGREENWICHCT06830NONEFOR CHARITABLE PURPOSES$350
HARVARD UNIVERSITY
86 BRATTLE STREETCAMBRIDGEMA02138NONEFOR CHARITABLE PURPOSES$25,000
THE GREENWICH COUNTRY DAY SCHOOL
401 OLD CHURCH ROADGREENWICHCT06830NONEFOR CHARITABLE PURPOSES$500
VGC FOUNDATION
100 CLUBHOUSE LANEEDGARTOWNMA02539NONEFOR CHARITABLE PURPOSES$500
PATHWAYS INC
33 DENISON PKWY WCORNINGNY14830NONEFOR CHARITABLE PURPOSES$1,000
DANA FARBER CANCER INSTITUTE
PO BOX 849168BOSTONMA02284NONEFOR CHARITABLE PURPOSES$100
HABITAT FOR HUMANITY
270 PEACHTREE STREET NW SUITE 1300ATLANTAGA30303NONEFOR CHARITABLE PURPOSES$250
DOCTORS WITHOUT BORDERS USA
333 7TH AVENUENEW YORKNY10001NONEFOR CHARITABLE PURPOSES$200
EDGARTOWN FIREMEN'S ASSOCIATION
68 PEASES POINT WAY SOUTH PO BOXEDGARTOWNMA02539NONEFOR CHARITABLE PURPOSES$100737
AMERICAN CANCER SOCIETY
PO BOX 22718OKLAHOMA CITYOK73123NONEFOR CHARITABLE PURPOSES$1,000
CORNELL UNIVERSITY
144 EAST AVENUEITHACANY14850NONEFOR CHARITABLE PURPOSES$10,000
YEAR UP
223 W JACKSON BLVD 400CHICAGOIL60606NONEFOR CHARITABLE PURPOSES$10,000
FRIENDS OF MVYRADIO
57 CARROLLS WAYTISBURYMA02568NONEFOR CHARITABLE PURPOSES$250
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW 10TH FLOORWASHINGTONDC20005NONEFOR CHARITABLE PURPOSES$1,000
YWCA OF WHITE PLAINS
515 NORTH STREETWHITE PLAINSNY10605NONEFOR CHARITABLE PURPOSES$100
CONNCAN
85 WILLOW STREETNEW HAVENCT06511NONEFOR CHARITABLE PURPOSES$1,000
WOMEN'S BUSINESS DEVELOPMENT COUNCIL
184 BEDFORD STREET SUITE 201STAMFORDCT06901NONEFOR CHARITABLE PURPOSES$1,500
BOATHOUSE FOUNDATION INC
PO BOX 2340EDGARTOWNMA02539NONEFOR CHARITABLE PURPOSES$300
THE ASPEN INSTITUTE
ONE DUPONT CIRCLE NW SUITE 700WASHINGTONDC20036NONEFOR CHARITABLE PURPOSES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$83,830TotalGrantOrContriPdDurYrAmt
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$31,421ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$706ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$524,198ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$556,325ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$556,325TotalIncomeProducingActyAmt

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 SIMMONSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line135 MASON STREETAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Total Contributions$150,047TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property3,038 SHARES OF LIBERTY GLOBAL PLC - SERIES CNoncashPropertyDesc
Fair Market Value$150,047FairMarketValueAmt
Received2014-12-01ReceivedDt

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 ItemSECURITIES - SEE ATTACHMENT ACategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,381,522BookValueAmt
EOYFMV$1,668,270EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCE ON SECURITIES SOLDDesc
Amt$10,968Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$49$49$0
MANAGEMENT FEES - NORTHERN TRUST$2,032$2,032$0
AGENCY FEES - NORTHERN TRUST$5,196$5,196$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NORTHERN TRUST - OTHER INCOME$59$59$59
AIG SECURITIES LITIGATION$647$647$647

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 (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$588$588$0
STATE TAXES$50$0$50
DEPARTMENT OF TREASURY$8,000$0$8,000

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