2024-11-15T12:18:02-05:00 2023-12-31 823855207 CONSILIUM PARTNER GROUP LLC 1001 SUMMIT BLVD STE 1150 ATLANTA GA 303196418 990PF 2023-01-01 272931165 THE SIMMONS FOUNDATION SIMM 4044004200 1001 SUMMIT BLVD SUITE 1150 ATLANTA GA 30319 G MCKITTRICK SIMMONS TRUSTEE 4044004200 2024-11-14 true MIKE ENGLISH P00091235 4044004200 2024-11-14 2023 2024-10-15 13:58:12Z X 12988934 X 464900 67675 33402 287006 287006 922681 1994289 922681 -36998 -36998 1705264 1206091 12192 12192 7005 7005 14053 14053 127446 127446 118928 49922 279624 210618 0 220403 220403 500027 210618 220403 1205237 995473 2226 2226 2226 1004516 987107 1005796 8859445 10082091 11980912 9866187 11071424 12988934 0 X 9866187 11071424 9866187 11071424 9866187 11071424 9866187 1205237 11071424 11071424 CHARLES SCHWAB (4115) P 2023-01-01 2023-12-31 231957 235669 -3712 -3712 CHARLES SCHWAB (4115) P 2022-01-01 2023-12-31 921665 831806 89859 89859 LITIGATION PROCEEDS P 2022-01-01 2023-12-31 178 178 178 SIMMONS ESTATE P 2022-01-01 2023-12-31 570402 570402 570402 SIMMONS FAMILY P 2023-01-01 2023-12-31 4133 -4133 -4133 SIMMONS FAMILY P 2022-01-01 2023-12-31 252575 252575 252575 SIMMONS FAMILY - 1231 P 2022-01-01 2023-12-31 13742 13742 13742 922681 -7845 13837 13837 13837 49564 49564 35727 35727 false false false false false false false true true GA true false false false false true N/A MIKE ENGLISH 4044004200 1001 SUMMIT BLVD SUITE 1150 ATLANTA GA 30319 false false false false false false false false false false false false false false false false false false false false G MCKITTRICK SIMMONS 1001 SUMMIT BOULEVARD ATLANTA GA 30319 TRUSTEE 0.25 0 0 0 GREGORY LEMOS 1001 SUMMIT BOULEVARD ATLANTA GA 30319 TRUSTEE 0.25 0 0 0 KRISTIN FERGUSON 1001 SUMMIT BOULEVARD ATLANTA GA 30319 TRUSTEE 0.25 0 0 0 KAREN HEBERT 1001 SUMMIT BOULEVARD ATLANTA GA 30319 TRUSTEE 0.25 0 0 0 SARAH MATTHEWS 1001 SUMMIT BOULEVARD ATLANTA GA 30319 TRUSTEE 0.25 0 0 0 NONE NONE N/A 714704 323454 10851851 11890009 11890009 178350 11711659 585583 585583 13837 13837 571746 571746 571746 220403 220403 571746 201531 173960 129075 107230 171424 783220 220403 220403 351343 351343 431877 0 431877 24148 129075 107230 171424 X PACE ACADEMY 966 W PACES FERRY ROAD N ATLANTA GA 30327 PC 501(C)(3) SUPPORT 50000 THEATRICAL OUTFIT 84 LUCKIE STREET NW ATLANTA GA 30303 PC 501(C)(3) SUPPORT 25000 WESTMINSTER PRESBYTERIAN CHURCH 1438 SHERIDAN ROAD NE ATLANTA GA 30324 PC 501(C)(3) SUPPORT 20000 MEYER CENTER 1132 RUTHERFORD ROAD GREENVILLE SC 29609 PC 501(C)(3) SUPPORT 20430 VANDERBILT UNIVERSITY 2201 WEST END AVE NASHVILLE TN 37235 PC 501(C)(3) SUPPORT 2500 WAKE FOREST UNIVERSITY 1834 WAKE FOREST ROAD WINSTONSALEM NC 27109 PC 501(C)(3) SUPPORT 2500 EAST-WEST MINISTRIES INTERNATION 2001 W PLANO PKWY 3000 PLANO TX 75075 PC 501(C)(3) SUPPORT 5000 HOPE HEALS CAMP 4279 ROSWELL RD NE SUITE 208 270 ATLANTA GA 30342 PC 501(C)(3) SUPPORT 2000 ZOO ATLANTA 800 CHEROKEE AVE SE ATLANTA GA 30315 PC 501(C)(3) SUPPORT 6000 CHURCH OF THE ASCENSION 14050 MAXWELL PLACE DENVER CO 80239 PC 501(C)(3) SUPPORT 5000 EXPERIENCE REALITY 309 NORTHWOOD CIRCLE DURHAM NC 27701 PC 501(C)(3) SUPPORT 10000 FOUNDATION FOR AUM 472 PROVIDENCE MAIN SUITE 201 HUNTSVILLE AL 35806 PC 501(C)(3) SUPPORT 10000 THE TARA CLUB 575 N CENTRAL AVE HAPEVILLE GA 30354 PC 501(C)(3) SUPPORT 5000 ATLANTA TRIANGLE CLUB 702 LAKESHORE CIR NE ATLANTA GA 30324 PC 501(C)(3) SUPPORT 5000 ALCOHOLICS ANONYMOUS PO BOX 2407 JAMES FARLEY STATION NEW YORK NY 10116 PC 501(C)(3) SUPPORT 10000 ATLANTA SYMPHONY ORCHESTRA 1280 PEACHTREE ST NE ATLANTA GA 30309 PC 501(C)(3) SUPPORT 10000 TRINITY ANGLICAN CHURCH 2270 DEFOOR HILLS RD NW ATLANTA GA 30318 PC 501(C)(3) SUPPORT 5000 CONGREGATION CHURCH SOUTH DARTMOUTH 17 MIDDLE ST DARTMOUTH MA 02748 PC 501(C)(3) SUPPORT 2500 PROVERBS 1210 ANIMAL RESCUE 1110 HIGHWAY 70 E DICKSON TN 37055 PC 501(C)(3) SUPPORT 10000 PEACE CENTER 300 S MAIN ST GREENVILLE SC 29601 PC 501(C)(3) SUPPORT 10000 ROCKLEY FAMILY FOUNDATION 4880 N ROBB ST WHEAT RIDGE CO 80033 PC 501(C)(3) SUPPORT 4473 220403 14 67675 14 287006 18 922681 SIMMONS FAMILY - ORDINARY 16 21409 SIMMONS FAMILY - RENTAL 16 -60656 SIMMONS FAMILY - OTHER 16 2249 1240364 1240364 false false false false false false false false false false X X 1 CHRISTINE A SIMMONS ESTATE 1001 SUMMIT BLVD NE STE 1150 ATLANTA GA 30319 464900 X INDIRECT ACCOUNTING FEES 7005 7005 CHARLES SCHWAB (4115) AT COST 455079 473768 CHARLES SCHWAB (6817) - GMS AT COST 95292 95292 CHARLES SCHWAB (9941) - GSL AT COST 117306 117306 CHARLES SCHWAB (3097) - KSF AT COST 120315 120315 CHARLES SCHWAB (7758) - KSH AT COST 67753 67753 CHARLES SCHWAB (4871) - SSM AT COST 30989 30989 CHARLES SCHWAB (3438) - ESTATE AT COST 95528 95528 CHARLES SCHWAB (6827) - IRREV TRUST AT COST 4838 4838 DIVIDEND RECEIVABLE AT COST 7 7 INDIRECT LEGAL FEES 12192 12192 SIMMONS FAMILY, LLC 8859445 9745683 11644504 SIMMONS CHILDREN'S TRUST 3 336408 336408 EXPENSES MANAGEMENT EXPENSE 4360 4360 PORTFOLIO DEDUCTIONS 24739 24739 OTHER DEDUCTIONS 20823 20823 NONDEDUCTIBLE EXPENSES 69006 SIMMONS FAMILY - ORDINARY 21409 21409 SIMMONS FAMILY - RENTAL -60656 -60656 SIMMONS FAMILY - OTHER 2249 2249 FEDERAL TAX 120000 120000 FOREIGN TAXES W/HELD ON DIVIDEND 499 499 SIMMONS FAMILY - FOREIGN TAX 3989 3989 SIMMONS ESTATE - FOREIGN TAX 2958 2958