Nonprofit · EIN 13-3420599
SIMMONS FAMILY FOUNDATION
Tax-exempt · FARMINGTON, UT 84025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF (amended) | $515,322 | $635,148 | -$119,826 | $17,934,211 | $1,267 | $17,932,944 |
| November 30, 2023 | 990-PF | $525,720 | $874,927 | -$349,207 | $11,187,494 | $2,277 | $11,185,217 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $472,290
- Interest
- $43,032
Expenses
- Grants and similar amounts paid
- $625,106
- Disbursements for charitable purposes
- $627,121
- Excise tax on investment income
- $7,163
Balance sheet and other
- Total assets, start of year
- $11,187,494
- Total assets, end of year
- $17,934,211
- Total liabilities, end of year
- $1,267
- Net assets, end of year
- $17,932,944
- Fair market value of assets
- $17,934,211
- Qualifying distributions
- $627,121
- Net investment income
- $515,322
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA S WATKINS 856 CRESTWOOD, KAYSVILLE, UT 84025 | Trustee | 0.25 | $0 |
| LE SIMMONS 2923 DEL MONTE, HOUSTON, TX 77019 | Trustee | 0.25 | $0 |
| ELIZABETH S HOKE PO BOX 287, WILSON, WY 83014 | Trustee | 0.25 | $0 |
| HARRIS H SIMMONS 475 EAST OAK FOREST ROAD, SALT LAKE CITY, UT 84103 | Trustee | 0.25 | $0 |
| DAVID E SIMMONS 1556 CONNECTICUT DRIVE, SALT LAKE CITY, UT 84103 | Trustee | 0.25 | $0 |
| ELLEN C L SIMMONS 1405 NORTH BOULEVARD, HOUSTON, TX 77006 | Trustee | 0.25 | $0 |
990-PF for the year ended November 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA S WATKINS 856 CRESTWOOD, KAYSVILLE, UT 84025 | Trustee | 0.25 | $0 |
| LE SIMMONS 2923 DEL MONTE, HOUSTON, TX 77019 | Trustee | 0.25 | $0 |
| ELIZABETH S HOKE PO BOX 287, WILSON, WY 83014 | Trustee | 0.25 | $0 |
| HARRIS H SIMMONS 475 EAST OAK FOREST ROAD, SALT LAKE CITY, UT 84103 | Trustee | 0.25 | $0 |
| DAVID E SIMMONS 1556 CONNECTICUT DRIVE, SALT LAKE CITY, UT 84103 | Trustee | 0.25 | $0 |
| ELLEN C L SIMMONS 1405 NORTH BOULEVARD, HOUSTON, TX 77006 | Trustee | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 722 SHEPARD LN STE 103, FARMINGTON, UT 84025-3845
- In care of
- % ROY W SIMMONS
- Signed the 990-PF
- DAVID, President
- Phone
- (801) 550-5026
- Website
- SIMMONSFOUNDATION.ORG
- Return prepared by
- HAYNIE & COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3420599
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1988
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $18,136,562
- Income (IRS master file)
- $515,322
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $515,322 | $635,148 | $17,934,211 | XML |
| 990-PF | November 2023 | $525,720 | $874,927 | $11,187,494 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3420599).
Questions about SIMMONS FAMILY FOUNDATION
- What is the EIN of SIMMONS FAMILY FOUNDATION?
- The employer identification number (EIN) of SIMMONS FAMILY FOUNDATION is 13-3420599.
- Is SIMMONS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to SIMMONS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIMMONS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIMMONS FAMILY FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIMMONS FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of SIMMONS FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does SIMMONS FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $515,322, expenses of $635,148 and total assets of $17,934,211 at year end.
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