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Nonprofit · EIN 65-6421943

THE SIMMONS FAMILY FOUNDATION

Also known as SIMMONS NORBERT ET AL TTEE

Tax-exempt (reinstated) · CINCINNATI, OH 45263

Financials

$63K$262K2022$40K$246K2023$60K$110K2024$313K$106K2025
Revenue Expenses · by fiscal year end
Financials of THE SIMMONS FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$312,570$106,453$206,117$1,228,206$0$1,228,206
December 31, 2024990-PF$60,353$109,826-$49,473$1,292,141$0$1,292,141
December 31, 2023990-PF$39,668$246,303-$206,635$1,394,461$0$1,394,461
December 31, 2022990-PF$62,625$261,938-$199,313$1,545,071$0$1,545,071
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$34,278
Net gain from sales of assets
$274,292
Other income
$4,000

Expenses

Grants and similar amounts paid
$37,780
Compensation of officers, directors and key employees
$28,800
Disbursements for charitable purposes
$71,083
Excise tax on investment income
$3,803

Balance sheet and other

Total assets, start of year
$1,022,215
Total assets, end of year
$1,228,206
Total liabilities, end of year
$0
Net assets, end of year
$1,228,206
Fair market value of assets
$1,228,206
Qualifying distributions
$71,083
Net investment income
$308,570

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
LUCIMARY DIAS DASILVA
75 14TH STREET NE SUITE 3240, ATLANTA, GA 30309
ADMINISTRATIVE ASSISTANT2$18,000
MAYA SIMMONS
8119 BECKETT CREEK LN, HUMBLE, TX 77396
SECREATARY2$10,800
KHARI SIMMONS
931 MONROE DR -UNIT 320, ATLANTA, GA 30308
CO-TRUSTEE2$0
NORBERT SIMMONS
75 14TH STREET UNIT 3240, ATLANTA, GA 30309
CO-TRUSTEE2$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MAYA SIMMONS
8119 BECKETT CREEK LN, HUMBLE, TX 77396
SECREATARY2$10,800
KHARI SIMMONS
931 MONROE DR -UNIT 320, ATLANTA, GA 30308
CO-TRUSTEE2$0
NORBERT SIMMONS
75 14TH STREET UNIT 3240, ATLANTA, GA 30309
CO-TRUSTEE2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MAYA SIMMONS
8119 BECKETT CREEK LN, HUMBLE, TX 77396
SECREATARY2$11,700
KHARI SIMMONS
931 MONROE DR -UNIT 320, ATLANTA, GA 30308
CO-TRUSTEE2$0
NORBERT SIMMONS
75 14TH STREET UNIT 3240, ATLANTA, GA 30309
CO-TRUSTEE2$0
990-PF for the year ended December 31, 2022: 3 people
NameTitleHours / weekCompensation
MAYA SIMMONS
8119 BECKETT CREEK LN, HUMBLE, TX 77396
SECREATARY2$10,150
KHARI SIMMONS
931 MONROE DR -UNIT 320, ATLANTA, GA 30308
CO-TRUSTEE2$0
NORBERT SIMMONS
75 14TH STREET UNIT 3240, ATLANTA, GA 30309
CO-TRUSTEE2$0

Address and contacts

Address (IRS master file)
C/O FIFTH THIRD BANK NA PO BOX 63, CINCINNATI, OH 45263-0858
In care of
% COMERICA BANK
Signed the 990-PF
NORBERT SIMMONS, CO-TRUSTEE
Phone
(302) 633-2050
Return prepared by
KPMG LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
65-6421943
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
2023
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,228,206
Income (IRS master file)
$1,280,774

Revocation and reinstatement

Exemption revoked
May 15, 2018
Posted by the IRS
August 13, 2018
Reinstated
Effective May 15, 2018

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$312,570$106,453$1,228,206XML
990-PFDecember 2024$60,353$109,826$1,292,141IRS
990-PFDecember 2023$39,668$246,303$1,394,461XML
990-PFDecember 2022$62,625$261,938$1,545,071XML

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 65-6421943).

Questions about THE SIMMONS FAMILY FOUNDATION

What is the EIN of THE SIMMONS FAMILY FOUNDATION?
The employer identification number (EIN) of THE SIMMONS FAMILY FOUNDATION is 65-6421943.
Is THE SIMMONS FAMILY FOUNDATION tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2018 and reinstated it effective May 15, 2018.
Are donations to THE SIMMONS FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE SIMMONS FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE SIMMONS FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE SIMMONS FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE SIMMONS FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 2 received compensation from the organization, the highest $18,000 (LUCIMARY DIAS DASILVA, ADMINISTRATIVE ASSISTANT).
How much revenue does THE SIMMONS FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $312,570, expenses of $106,453 and total assets of $1,228,206 at year end.

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