Nonprofit · EIN 87-4145877
ANNETTE C SIMMONS FOUNDATION
Tax-exempt · DALLAS, TX 75225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,717,927 | $282,986 | $3,434,941 | $22,189,850 | $0 | $22,189,850 |
| December 31, 2023 | 990-PF | $12,051,140 | $1,843,036 | $10,208,104 | $18,764,002 | $0 | $18,764,002 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $454,975
- Interest
- $11,422
- Net gain from sales of assets
- $3,251,530
Expenses
- Grants and similar amounts paid
- $100,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $102,887
- Excise tax on investment income
- $50,081
Balance sheet and other
- Total assets, start of year
- $18,764,002
- Total assets, end of year
- $22,189,850
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,189,850
- Fair market value of assets
- $22,183,617
- Qualifying distributions
- $102,887
- Net investment income
- $3,717,927
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 |
|---|---|---|---|
| ANNETTE C SIMMONS PO BOX 25019, DALLAS, TX 75225 | CHAIR | 1 | $0 |
| AMY FLECK SIMMONS PO BOX 25019, DALLAS, TX 75225 | PRESIDENT, VICE-CHAIR, TREASURER | 1 | $0 |
| SHANNON CAGNINA PO BOX 25019, DALLAS, TX 75225 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNETTE C SIMMONS 4925 GREENVILLE AVE STE 800, DALLAS, TX 75206 | CHAIR | 1 | $0 |
| AMY FLECK SIMMONS 4925 GREENVILLE AVE STE 800, DALLAS, TX 75206 | PRESIDENT, VICE-CHAIR, TREASURER | 1 | $0 |
| SHANNON CAGNINA 4925 GREENVILLE AVE STE 800, DALLAS, TX 75206 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 25019, DALLAS, TX 75225-1019
- In care of
- % RENEE DAY
- Signed the 990-PF
- AMY FLECK SIMMONS, PRESIDENT
- Phone
- (972) 685-0019
- Return prepared by
- RSM US 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 | 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
- 87-4145877
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $22,189,850
- Income (IRS master file)
- $25,301,057
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,717,927 | $282,986 | $22,189,850 | XML |
| 990-PF | December 2023 | $12,051,140 | $1,843,036 | $18,764,002 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-4145877).
Questions about ANNETTE C SIMMONS FOUNDATION
- What is the EIN of ANNETTE C SIMMONS FOUNDATION?
- The employer identification number (EIN) of ANNETTE C SIMMONS FOUNDATION is 87-4145877.
- Is ANNETTE C SIMMONS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to ANNETTE C SIMMONS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNETTE C SIMMONS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNETTE C 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 ANNETTE C 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 ANNETTE C 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 ANNETTE C SIMMONS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,717,927, expenses of $282,986 and total assets of $22,189,850 at year end.
Other nonprofits in DALLAS
- BANKAMERICA GROUP BENEFITS PROGRAM TR EIN 95-7055654 · last filed 990 for 2024
- CHILDRENS HEALTH SYSTEM OF TEXAS EIN 75-0800628 · last filed 990 for 2024
- METHODIST HOSPITALS OF DALLAS EIN 75-0800661 · last filed 990 for 2025
- BAYLOR UNIVERSITY MEDICAL CENTER EIN 75-1837454 · last filed 990 for 2025
- AT&T VEBA TRUST EIN 43-1491162 · last filed 990 for 2024
- SCOTT & WHITE MEMORIAL HOSPITAL EIN 74-1166904 · last filed 990 for 2025
- BAYLOR SCOTT & WHITE HEALTH EIN 46-3131350 · last filed 990 for 2025
- HEALTHTEXAS PROVIDER NETWORK EIN 75-2536818 · last filed 990 for 2025