2026-05-13T09:42:14-05:00 2025-12-31 420714325 RSM US LLP 9355 N WICKHAM ROAD SUITE 304 MELBOURNE FL 32940 990PF 2025-01-01 061409685 SIMMONS FAMILY FOUNDATION INC SIMM 2036228999 35 MASON STREET GREENWICH CT 06830 STEVEN J SIMMONS VICE PRESIDENT & TREASURER 2036228999 2026-05-12 1 KELLI PECK P01423033 3217516200 2026-05-12 2025 2025-03-06 01:10:19Z X 5101002 X X 206 206 156842 156842 21439 104648 21439 178487 178487 0 0 0 36352 36352 0 1853 1853 0 50 0 50 38255 38205 50 289605 289605 327860 38205 289655 -149373 140282 24187 39532 39532 128781 47272 47272 4079169 3995960 5014198 4232137 4082764 5101002 0 0 X 1075486 1075486 0 0 3156651 3007278 4232137 4082764 4232137 4082764 4232137 -149373 0 4082764 0 4082764 PUBLICLY TRADED SECURITIES P 104648 83209 21439 21439 21439 1950 0 1950 0 1950 4599 0 0 0 4599 0 2649 2649 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A STEVEN SIMMONS 2036228999 35 MASON STREET GREENWICH CT 06830 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EILEEN SIMMONS 35 MASON STREET GREENWICH CT 06830 PRESIDENT 0.25 0 0 0 STEVEN J SIMMONS 35 MASON STREET GREENWICH CT 06830 VICE PRESIDENT & TREASURER 0.25 0 0 0 DANIEL L DANIELS 35 MASON STREET GREENWICH CT 06830 SECRETARY 0.25 0 0 0 NONE 0 NONE 0 0 4841101 117955 0 4959056 0 0 4959056 74386 4884670 244234 244234 1950 1950 242284 0 242284 0 242284 289655 0 289655 242284 0 0 45351 54132 12934 12675 35974 161066 289655 0 0 0 242284 47371 0 0 208437 0 0 0 0 0 0 45351 163086 54132 12934 12675 35974 47371 STEVEN J SIMMONS X AMERICAN CANCER SOCIETY 3380 CHASTAIN MEADOWS PKWY NW 200 KENNESAW GA 30144 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1000 BOYS & GIRLS CLUB OF STAMFORD INC 347 STILLWATER AVENUE STAMFORD CT 06902 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2000 BREAST CANCER ALLIANCE INC 48 MAPLE AVENUE GREENWICH CT 06830 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 3000 BUILDING ONE COMMUNITY CORP 417 SHIPPAN AVENUE STAMFORD CT 06902 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2000 CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY INC 64 PALMERS HILL ROAD STAMFORD CT 06902 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5195 EAGLES AUTISM FOUNDATION 1 NOVACARE WAY PHILADELPHIA PA 19145 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 70000 INSPIRICA INC 141 FRANKLIN STREET STAMFORD CT 06901 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1000 MARTHAS VINEYARD COMMUNITY FOUNDATION INC PO BOX 243 WEST TISBURY MA 02575 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1500 MV YOUTH INC PO BOX 65 CHILMARK MA 02535 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5000 PACIFIC HOUSE INC 137 HENRY STREET STAMFORD CT 06902 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1000 PERSON-TO-PERSON INC 1864 POST ROAD DARIEN CT 06820 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 8950 REACH PREP INC ONE DOCK STREET 100 STAMFORD CT 06902 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 35000 SILVERSOURCE INC 1100 SUMMER STREET 201 STAMFORD CT 06905 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1010 THE ROOSEVELT INSTITUTE 570 LEXINGTON AVENUE 5TH FL NEW YORK NY 10022 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 30000 THE STAMFORD HOSPITAL PLAZA PO BOX 9317 STAMFORD CT 06904 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5000 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 615 WEST 131ST STREET MC 874 NEW YORK NY 10027 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1500 UNITED WAY OF GREENWICH INC 2 DEARFIELD DRIVE 300 GREENWICH CT 06831 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20000 EMO AND CIV HELP THE WORLD CORP 462 WEST BROADWAY NEW YORK NY 10033 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 5000 FAMILY CENTERS INC 40 ARCH STREET GREENWICH CT 06830 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1200 GREENWICH COUNTRY CAY SCHOOL INC PO BOX 623 GREENWICH CT 06836 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10000 HEALTH IN THE HOOD 2045 BISCAYNE BLVD MIAMI FL 33137 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2000 LINCOLN CENTER FOR THE PERFORMING ARTS INC 70 LINCOLN CENTER PLAZA 9TH FL NEW YORK NY 10023 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2500 MARTHAS VINEYARD SAFETY ASSOCIATION 1700 PENNSYLVANIA AVE NW STE 500 WASHINGTON DC 20006 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2500 NORWICH UNIVERSITY 158 HARMON DRIVE NORTHFIELD VT 05663 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2000 PURSUIT TRANSFORMATION COMPANY INC 47-10 AUSTELL PLACE 2ND FLOOR LONG ISLAND CITY NY 11101 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 35000 SILVER HILL HOSPITAL INC 208 VALLEY ROAD NEW CANAAN CT 06840 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 500 SOCIETY OF FOUR ARTS 100 FOUR ARTS PLAZA PALM BEACH FL 33480 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 10000 PORT CHESTER CARVER CENTER INC 400 WESTCHESTER AVENUE PORT CHESTER NY 10573 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 250 BILL HILLARY & CHELSEA CLINTON FOUNDATION 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 20000 MARIAN AND EDWARD MACDOWELL INC 100 HIGH STREET PETERBOROUGH NH 03458 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1500 STAMFORD SENIOR CENTER INC 888 WASHINGTON BLVD STAMFORD CT 06901 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2000 UNITED WAY OF COASTAL AND WESTERN CONNECTICUT (STAMFORD CRADLE TO CAREER) 1150 SUMMER STREET STAMFORD CT 06905 PC TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 2000 289605 0 14 206 14 156842 18 21439 0 178487 0 178487 0 0 0 0 0 0 0 0 0 0 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. ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) 962545 962575 ISHARES 5-10 YR INVESTMENT GRADE CORPORATE BD ETF 495925 454963 ISHARES CORE MSCI EAFE ETF 439499 669071 ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 76893 107619 ISHARES IBOXX HY COR BOND ETF (HYG) 210485 223587 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE) 13116 16867 ISHARES S&P 500 GROWTH ETF (IVW) 227742 424384 ISHARES S&P 500 VAL ETF (IVE) 187375 274207 ISHARES S&P MID-CAP 400 G ETF (IJK) 49430 67235 ISHARES S&P MID-CAP 400 V ETF (IJJ) 65012 83691 ISHARES S&P SMLL-CAP 600 V ETF (IJS) 56468 69142 ISHARES SELECT DIVIDEND ETF (DVY) 208635 239373 ISHARES SMALL CAP 600 G ETF (IJT) 46417 58017 SPDR BLOOMBERG HIGH YIELD BOND ETF (JNK) 210446 218820 SPDR S&P METALS & MINING ETF (XME) 10626 22069 VANECK AGRIBUSINESS ETF (MOO) 11792 9317 VANECK STEEL ETF (SLX) 4409 6874 VANGUARD DIVIDEND APPRECIATION ETF (VIG) 195116 282198 VANGUARD ENERGY ETF (VDE) 13105 14607 VANGUARD FTSE EMERGING MARKETS ETF (VWO) 77092 93972 VANGUARD GROWTH ETF (VUG) 211729 420047 VANGUARD MID CAP VALUE ETF (VOE) 68252 86556 VANGUARD MIDCAP GROWTH ETF (VOT) 50312 71739 VANGUARD SM CAP GROWTH ETF (VBK) 46397 63141 VANGUARD SM CAP VALUE ETF (VBR) 57142 74127 OTHER EXPENSES 50 0 50 INVESTMENT ADVISORY FEES 36352 36352 0 FOREIGN TAXES PAID 1853 1853 0