Nonprofit · EIN 36-4382077
JULIE AND BRIAN SIMMONS FOUNDATION
Tax-exempt · PALM BEACH, FL 33480
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $170,790 | $910,887 | -$740,097 | $3,219,319 | $0 | $3,219,319 |
| December 31, 2023 | 990-PF | $169,096 | $661,070 | -$491,974 | $3,591,569 | $0 | $3,591,569 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $23,205
- Interest
- $721
- Net gain from sales of assets
- $146,864
Expenses
- Grants and similar amounts paid
- $884,255
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $884,255
- Excise tax on investment income
- $2,058
Balance sheet and other
- Total assets, start of year
- $3,591,569
- Total assets, end of year
- $3,219,319
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,219,319
- Fair market value of assets
- $3,644,930
- Qualifying distributions
- $884,255
- Net investment income
- $170,790
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN P SIMMONS 303 MADDOCK WAY, PALM BEACH, FL 33480 | PRESIDENT | 1 | $0 |
| JULIE D SIMMONS 303 MADDOCK WAY, PALM BEACH, FL 33480 | V.P/ SECRETARY | 1 | $0 |
| PAIGE P WALSH 303 MADDOCK WAY, PALM BEACH, FL 33480 | ASST. TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN P SIMMONS 303 MADDOCK WAY, PALM BEACH, FL 33480 | PRESIDENT | 1 | $0 |
| JULIE D SIMMONS 303 MADDOCK WAY, PALM BEACH, FL 33480 | V.P/ SECRETARY | 1 | $0 |
| PAIGE P WALSH 303 MADDOCK WAY, PALM BEACH, FL 33480 | ASST. TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 303 MADDOCK WAY, PALM BEACH, FL 33480-3506
- In care of
- % BRIAN P SIMMONS/PAIGE P WALSH
- Signed the 990-PF
- BRIAN SIMMONS, PRESIDENT
- Phone
- (312) 207-1040
- Return prepared by
- PLANTE & MORAN PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-4382077
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,219,319
- Income (IRS master file)
- $1,161,875
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $170,790 | $910,887 | $3,219,319 | XML |
| 990-PF | December 2023 | $169,096 | $661,070 | $3,591,569 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 36-4382077).
Questions about JULIE AND BRIAN SIMMONS FOUNDATION
- What is the EIN of JULIE AND BRIAN SIMMONS FOUNDATION?
- The employer identification number (EIN) of JULIE AND BRIAN SIMMONS FOUNDATION is 36-4382077.
- Is JULIE AND BRIAN SIMMONS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to JULIE AND BRIAN SIMMONS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JULIE AND BRIAN SIMMONS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JULIE AND BRIAN SIMMONS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JULIE AND BRIAN SIMMONS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JULIE AND BRIAN SIMMONS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does JULIE AND BRIAN SIMMONS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $170,790, expenses of $910,887 and total assets of $3,219,319 at year end.
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