Simmons Family Foundation Inc in Greenwich, Connecticut (CT)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Connecticut
Simmons Family Foundation Inc | |
Employer Identification Number (EIN) | 061409685 |
Name of Organization | Simmons Family Foundation Inc |
In Care of Name | Steven J Simmons |
Address | 35 Mason St, Greenwich, CT 06830-5433 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 12/1994 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $1,000,000 to $4,999,999 |
Income | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $1,050,252 |
Amount of Income | $1,382,091 |
Form 990 Revenue Amount | $70,614 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
Analysis of Revenue and Expenses (for 2012) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $778,788 | $24,940 | $0 | |
Contributions, gifts, grants, etc., received | $753,001 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $9,263 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $3,264 | |||
Other | $13,260 | |||
Total expenses and disbursements | $119,042 | $2,154 | $0 | $115,200 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $3,842 | $2,154 | $0 | |
Contributions, gifts, grants paid | $115,200 | |||
Excess of revenue over expenses and disbursements | $659,746 | |||
Net investment income | $22,786 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,007,544 | $1,061,949 |
Cash - non-interest-bearing | $40,269 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $967,275 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,007,544 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $13,260 |
Net capital loss | $0 |
Excise Tax Based on Investment Income (for 2012) | |
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
Tax based on investment income | $228 |
Total credits and payments | $1,000 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,000 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $0 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
Overpayment | $772 |
Amount to be credited to 2013 estimated tax | $772 |
Statements Regarding Activities (for 2012) | |
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
During the year did the foundation (either directly or indirectly): | |
Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
Agree to pay money or property to a government official? | No |
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
During the year did the foundation pay or incur any amount to: | |
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
Provide a grant to an individual for travel, study, or other similar purposes? | No |
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
Minimum Investment Return (for 2012) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $352,492 |
Net value of noncharitable-use assets | $347,200 |
Minimum investment return | $17,360 |
Distributable Amount (for 2012) | |
Distributable amount | $17,132 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $17,132 |
Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
Private Operating Foundations (for 2012) | |||||
2012 | 2011 | 2010 | 2009 | Total | |
---|---|---|---|---|---|
The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
Value of all assets | $0 | $0 | $0 | $0 | $0 |
Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
Gross investment income | $0 | $0 | $0 | $0 | $0 |
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Other organizations in Connecticut | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Side By Side Charter School Inc | 10 Chestnut St, Norwalk, CT 06854-2928 | CT | 1993-02 | $2,823,104 |
2 | Sidney & Arthur Eder Foundation Inc | 11 Eder Rd, W Haven, CT 06516-4128 | CT | 1956-01 | $421,870 |
3 | Sigma Phi Epsilon Fraternity Inc, Ct Epsilon | 275 Mount Carmel Ave, Hamden, CT 06518-1905 | CT | $68,905 | |
4 | Sikorsky Club Incorporated | 6900 Main St, Stratford, CT 06614-1378 | CT | 1959-10 | $212,711 |
5 | Sikorsky Financial Credit Union Inc | 1000 Oronoque Lane, Stratford, CT 06614-1394 | CT | $131,724,345 | |
6 | Sikorsky Ski Club Inc | 6900 Main St, Stratford, CT 06614-1378 | CT | 2004-03 | $41,514 |
7 | Silver City Flying Club Inc | 79 Brookwood Dr, Southington, CT 06489-1862 | CT | 1987-10 | $87,207 |
8 | Silver Shield Association Inc | PO BOX 1123, Greenwich, CT 06836-1123 | CT | 1984-11 | $545,491 |
9 | Silvermine Foundation Inc | PO BOX 1177, New Canaan, CT 06840-1177 | CT | 2001-04 | $2,165 |
10 | Simione Scillia Larrow & Dowling Charitable Foundation Inc | 555 Long Wharf Drive, New Haven, CT 06511-6107 | CT | 1999-11 | $46,840 |
11 | Simmons Family Foundation Inc | 35 Mason St, Greenwich, CT 06830-5433 | CT | 1994-12 | $1,382,091 |
12 | Simsbury Abc Program Inc | PO BOX 542, Simsbury, CT 06070-0542 | CT | 1973-09 | $107,097 |
13 | Simsbury Cemetery Association | PO BOX 34, Simsbury, CT 06070-0034 | CT | 1965-02 | $937,081 |
14 | Simsbury Chamber Of Commerce Incorporated | 749 Hopmeadow St, Simsbury, CT 06070-2203 | CT | 1965-08 | $98,935 |
15 | Simsbury Community Television Inc Eno Memorial Hall | PO BOX 767, Simsbury, CT 06070-0767 | CT | 1984-10 | $86,069 |
16 | Simsbury Flying Club Inc | 9 Pine Acres Dr, Canton, CT 06019-2135 | CT | 1988-04 | $189,424 |
17 | Simsbury Free Library | 760 Hopmeadow St, Simsbury, CT 06070-2223 | CT | 1933-09 | $91,551 |
18 | Simsbury Friends For Music And The Performing Arts Inc, Simsbury Friends For Music And The Performing Arts | 34 Farms Village Rd, Simsbury, CT 06070 | CT | 1992-12 | $40,312 |
19 | Simsbury Historical Society Inc | PO BOX 2, Simsbury, CT 06070-0002 | CT | 1952-03 | $110,467 |
20 | Simsbury Land Trust Inc | PO BOX 634, Simsbury, CT 06070-0634 | CT | 1977-05 | $210,629 |
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