The Simms Family Foundation

Walworth, WI
Tax-exempt since May 1986
EIN: 36-3413327

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$414k (2024)

Expenses

$3.76M (2024)

Total Assets

$4.54M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$413,517

Expenses

$3,756,556

Net Income

-$3,343,039

Net Assets

$4,536,966

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$49,938	12.1%
Dividends	$128,715	31.1%
Sales of Assets	$234,265	56.7%
Other Income	$599	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,738,940	99.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,536,966
Total Liabilities	$0
Net Assets	$4,536,966

Compensation

Key Employees and Officers	Compensation	Other
John D Simms Jr (President, Director)	$0	$0
Michelle P Simms (Treasurer, Director)	$0	$0
Madeleine M Simms (Secretary, Director)	$0	$0
John D Simms Iii (Director)	$0	$0
Spencer G Simms (Director)	$0	$0
Michael E Simms (Director)	$0	$0

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990-PF

Filed on May 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$361,444

Expenses

$534,177

Net Income

-$172,733

Net Assets

$6,507,335

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35,803	9.9%
Dividends	$145,843	40.4%
Sales of Assets	$179,189	49.6%
Other Income	$609	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$479,770	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,507,335
Total Liabilities	$0
Net Assets	$6,507,335

Compensation

Key Employees and Officers	Compensation	Other
John D Simms Jr (President, Director)	$0	$0
Frederick V Simms (Vp, Director)	$0	$0
Michelle P Simms (Treasurer, Director)	$0	$0
Mary Simms (Secretary, Director)	$0	$0

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990-PF

Filed on July 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,377,200

Expenses

$554,418

Net Income

$822,782

Net Assets

$6,662,109

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,671	0.3%
Dividends	$133,036	9.7%
Sales of Assets	$1,238,286	89.9%
Other Income	$1,207	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$516,595	93.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,662,109
Total Liabilities	$0
Net Assets	$6,662,109

Compensation

Key Employees and Officers	Compensation	Other
John D Simms Jr (President, Director)	$0	$0
Frederick V Simms (Vp, Director)	$0	$0
Michelle P Simms (Treasurer, Director)	$0	$0
Mary Simms (Secretary, Director)	$0	$0
John D Simms (Director)	$0	$0

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990-PF

Filed on May 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$445,017

Expenses

$238,971

Net Income

$206,046

Net Assets

$5,833,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$113,973	25.6%
Sales of Assets	$331,038	74.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,763	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,833,431
Total Liabilities	$0
Net Assets	$5,833,431

Compensation

Key Employees and Officers	Compensation	Other
John D Simms Jr (President, Director)	$0	$0
Frederick V Simms (Vp, Director)	$0	$0
Michelle P Simms (Treasurer, Director)	$0	$0
Mary Simms (Secretary, Director)	$0	$0
John D Simms (Director)	$0	$0

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990-PF

Filed on May 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

-$30,047

Expenses

$229,512

Net Income

-$259,559

Net Assets

$5,632,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$498
Dividends	$109,779
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,333	76.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,632,579
Total Liabilities	$1
Net Assets	$5,632,578

Compensation

Key Employees and Officers	Compensation	Other
John D Simms Jr (President, Director)	$0	$0
Jean M Simms (Asst Secretary, Director)	$0	$0
Frederick V Simms (Vp, Director)	$0	$0
Michelle P Simms (Treasurer, Director)	$0	$0
Mary Simms (Secretary, Director)	$0	$0
John D Simms (Director)	$0	$0

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990-PF

Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$267,550

Expenses

$422,231

Net Income

-$154,681

Net Assets

$5,854,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,117	31.4%
Sales of Assets	$183,433	68.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$370,914	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,854,510
Total Liabilities	$1
Net Assets	$5,854,509

Compensation

Key Employees and Officers	Compensation	Other
John D Simms Jr (President, Director)	$0	$0
Jean M Simms (Asst Secretary, Director)	$0	$0
Frederick V Simms (Vp, Director)	$0	$0
Michelle P Simms (Treasurer, Director)	$0	$0
Mary Simms (Secretary, Director)	$0	$0
John D Simms (Director)	$0	$0

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990-PF

Filed on July 6, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$299,368

Expenses

$400,024

Net Income

-$100,656

Net Assets

$6,012,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$130,763	43.7%
Sales of Assets	$168,605	56.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$358,237	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,012,933
Total Liabilities	$0
Net Assets	$6,012,933

Compensation

Key Employees and Officers	Compensation	Other
John D Simms Jr (President, Director)	$0	$0
Jean M Simms (Asst Secretary, Director)	$0	$0
Frederick V Simms (Vp, Director)	$0	$0
Michelle P Simms (Treasurer, Director)	$0	$0
Mary Jean Beck Calcagno (Secretary, Director)	$0	$0
John D Simms (Director)	$0	$0

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990-PF

Filed on Aug. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$418,223

Expenses

$436,697

Net Income

-$18,474

Net Assets

$6,110,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,369	11.8%
Sales of Assets	$368,854	88.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$384,250	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,110,944
Total Liabilities	$0
Net Assets	$6,110,944

Compensation

Key Employees and Officers	Compensation	Other
John D Simms Jr (President, Director)	$0	$0
Jean M Simms (Asst Secretary, Director)	$0	$0
Frederick V Simms (Vp, Director)	$0	$0
Michelle P Simms (Treasurer, Director)	$0	$0
Mary Jean Beck Calcagno (Secretary, Director)	$0	$0
John D Simms (Director)	$0	$0

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990-PF

Filed on Oct. 30, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$49,399

Expenses

$408,702

Net Income

-$359,303

Net Assets

$6,129,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,055	> 100%
Sales of Assets	-$50,940
Other Income	$284	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$352,755	86.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,129,418
Total Liabilities	$0
Net Assets	$6,129,418

Compensation

Key Employees and Officers	Compensation	Other
John D Simms Jr (President, Director)	$0	$0
Jean M Simms (Asst Secretary, Director)	$0	$0
Frederick V Simms (Vp, Director)	$0	$0
Michelle P Simms (Treasurer, Director)	$0	$0
Mary Jean Beck Calcagno (Secretary, Director)	$0	$0
John D Simms (Director)	$0	$0

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990-PF

Filed on July 21, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$384,991

Expenses

$373,173

Net Income

$11,818

Net Assets

$6,488,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$112,811	29.3%
Sales of Assets	$271,626	70.6%
Other Income	$554	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$309,455	82.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,488,721
Total Liabilities	$0
Net Assets	$6,488,721

Compensation

Key Employees and Officers	Compensation	Other
John D Simms Jr (President, Director)	$0	$0
Jean M Simms (Asst Secretary, Director)	$0	$0
Frederick V Simms (Vp,Secretary & Director)	$0	$0
Michelle P Simms (Treasurer)	$0	$0
Mary Jean Beck Calcagno (Asst Treasurer, Director)	$0	$0
John D Simms (Director)	$0	$0

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990-PF

Filed on May 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$1,305,495

Expenses

$458,808

Net Income

$846,687

Net Assets

$6,476,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$112,736	8.6%
Sales of Assets	$1,192,030	91.3%
Other Income	$729	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$392,670	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,476,903
Total Liabilities	$0
Net Assets	$6,476,903

Compensation

Key Employees and Officers	Compensation	Other
John D Simms Jr (President, Director)	$0	$0
Jean M Simms (Asst Secretary, Director)	$0	$0
Frederick V Simms (Vp,Secretary & Director)	$0	$0
Michelle P Simms (Treasurer)	$0	$0
Mary Jean Beck Calcagno (Asst Treasurer, Director)	$0	$0
John D Simms (Director)	$0	$0

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990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$399,923

Expenses

$391,195

Net Income

$8,728

Net Assets

$5,630,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,553	27.6%
Sales of Assets	$283,524	70.9%
Other Income	$5,846	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$342,003	87.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,630,216
Total Liabilities	$0
Net Assets	$5,630,216

Compensation

Key Employees and Officers	Compensation	Other
John D Simms Jr (President, Director)	$0	$0
Jean M Simms (Asst Secretary, Director)	$0	$0
Frederick V Simms (Vp,Secretary & Director)	$0	$0
Michelle P Simms (Treasurer)	$0	$0
Mary Jean Beck Calcagno (Asst Treasurer, Director)	$0	$0
John D Simms (Director)	$0	$0

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990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$161,321

Expenses

$514,856

Net Income

-$353,535

Net Assets

$5,618,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,162	75.7%
Sales of Assets	$38,978	24.2%
Other Income	$181	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$408,395	79.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,618,557
Total Liabilities	$1
Net Assets	$5,618,556

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$639,766

Expenses

$367,392

Net Income

$272,374

Net Assets

$5,959,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$157,052	24.5%
Sales of Assets	$482,661	75.4%
Other Income	$53	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$332,535	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,959,442
Total Liabilities	$1
Net Assets	$5,959,441

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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The Simms Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $414k (2024)

Expenses $3.76M (2024)

Total Assets $4.54M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$414k (2024)

Expenses

$3.76M (2024)

Total Assets

$4.54M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001