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Nonprofit · EIN 27-2931165

SIMMONS FOUNDATION

Tax-exempt · BROOKHAVEN, GA 30319

Financials

$1.7M$500K2023$787K$663K2024
Revenue Expenses · by fiscal year end
Financials of SIMMONS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$786,599$663,197$123,402$11,194,826$0$11,194,826
December 31, 2023990-PF$1,705,264$500,027$1,205,237$11,071,424$0$11,071,424
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$159,400
Interest
$145,387
Net gain from sales of assets
$591,622
Other income
-$109,810

Expenses

Grants and similar amounts paid
$515,309
Disbursements for charitable purposes
$515,309
Excise tax on investment income
$8,310

Balance sheet and other

Total assets, start of year
$11,071,424
Total assets, end of year
$11,194,826
Total liabilities, end of year
$0
Net assets, end of year
$11,194,826
Fair market value of assets
$12,912,892
Qualifying distributions
$515,309
Net investment income
$745,728

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.

NameTitleHours / weekCompensation
G MCKITTRICK SIMMONS
1001 SUMMIT BOULEVARD, ATLANTA, GA 30319
TRUSTEE0.25$0
GREGORY LEMOS
1001 SUMMIT BOULEVARD, ATLANTA, GA 30319
TRUSTEE0.25$0
KRISTIN FERGUSON
1001 SUMMIT BOULEVARD, ATLANTA, GA 30319
TRUSTEE0.25$0
KAREN HEBERT
1001 SUMMIT BOULEVARD, ATLANTA, GA 30319
TRUSTEE0.25$0
SARAH MATTHEWS
1001 SUMMIT BOULEVARD, ATLANTA, GA 30319
TRUSTEE0.25$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
G MCKITTRICK SIMMONS
1001 SUMMIT BOULEVARD, ATLANTA, GA 30319
TRUSTEE0.25$0
GREGORY LEMOS
1001 SUMMIT BOULEVARD, ATLANTA, GA 30319
TRUSTEE0.25$0
KRISTIN FERGUSON
1001 SUMMIT BOULEVARD, ATLANTA, GA 30319
TRUSTEE0.25$0
KAREN HEBERT
1001 SUMMIT BOULEVARD, ATLANTA, GA 30319
TRUSTEE0.25$0
SARAH MATTHEWS
1001 SUMMIT BOULEVARD, ATLANTA, GA 30319
TRUSTEE0.25$0

Address and contacts

Address (IRS master file)
1001 SUMMIT BLVD STE 1150, BROOKHAVEN, GA 30319-6418
In care of
% MICHAEL GOLD
Signed the 990-PF
G MCKITTRICK SIMMONS, TRUSTEE
Phone
(404) 400-4200
Return prepared by
CONSILIUM PARTNER GROUP LLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-2931165
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
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,194,826
Income (IRS master file)
$1,148,300

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$786,599$663,197$11,194,826XML
990-PFDecember 2023$1,705,264$500,027$11,071,424XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 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 27-2931165).

Questions about SIMMONS FOUNDATION

What is the EIN of SIMMONS FOUNDATION?
The employer identification number (EIN) of SIMMONS FOUNDATION is 27-2931165.
Is SIMMONS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to SIMMONS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SIMMONS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of 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 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 SIMMONS FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does SIMMONS FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $786,599, expenses of $663,197 and total assets of $11,194,826 at year end.

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