Nonprofit · EIN 84-6965845
JOSEPH M SIMMONS FOUNDATION
Also known as DANIEL L SIMMONS TTEE
Tax-exempt · HEBER CITY, UT 84032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $366,398 | $442,155 | -$75,757 | $8,265,938 | $0 | $8,265,938 |
| December 31, 2024 | 990-PF | $963,076 | $353,455 | $609,621 | $7,580,112 | $0 | $7,580,112 |
| December 31, 2023 | 990-PF | $239,082 | $474,988 | -$235,906 | $7,472,670 | $307,932 | $7,164,738 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $233,325
- Net gain from sales of assets
- $133,073
Expenses
- Grants and similar amounts paid
- $365,000
- Disbursements for charitable purposes
- $365,000
- Excise tax on investment income
- $4,020
Balance sheet and other
- Total assets, start of year
- $7,580,112
- Total assets, end of year
- $8,265,938
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,265,938
- Fair market value of assets
- $8,265,938
- Qualifying distributions
- $365,000
- Net investment income
- $366,398
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN SIMMONS 3333 N Highway 40, HEBER CITY, UT 84032 | President | 0 | $0 |
| TRUDY SIMMONS 3333 N Highway 40, HEBER CITY, UT 84032 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN SIMMONS 3333 N Highway 40, HEBER CITY, UT 84032 | President | 0 | $0 |
| TRUDY SIMMONS 3333 N Highway 40, HEBER CITY, UT 84032 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN SIMMONS 3333 N Highway 40, HEBER CITY, UT 84032 | President | 0 | $0 |
| TRUDY SIMMONS 3333 N Highway 40, HEBER CITY, UT 84032 | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3333 N HIGHWAY 40, HEBER CITY, UT 84032-3836
- Signed the 990-PF
- DANIEL SIMMONS, President
- Phone
- (801) 372-5014
- Return prepared by
- Baldwin Moffitt Behm 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF 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
- 84-6965845
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $8,265,938
- Income (IRS master file)
- $1,065,932
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $366,398 | $442,155 | $8,265,938 | XML |
| 990-PF | December 2024 | $963,076 | $353,455 | $7,580,112 | IRS |
| 990-PF | December 2023 | $239,082 | $474,988 | $7,472,670 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 84-6965845).
Questions about JOSEPH M SIMMONS FOUNDATION
- What is the EIN of JOSEPH M SIMMONS FOUNDATION?
- The employer identification number (EIN) of JOSEPH M SIMMONS FOUNDATION is 84-6965845.
- Is JOSEPH M SIMMONS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to JOSEPH M SIMMONS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH M SIMMONS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH M SIMMONS 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 JOSEPH M SIMMONS 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 JOSEPH M SIMMONS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOSEPH M SIMMONS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $366,398, expenses of $442,155 and total assets of $8,265,938 at year end.
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All nonprofits in HEBER CITY · Utah · Philanthropy, voluntarism and grantmaking foundations