Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
Simmons Foundation - PerkinsThompson
 

Number and street (or P.O. box number if mail is not delivered to street address)PO Box 426 One Canal Plaza   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Portland, ME04112
A Employer identification number

01-0277832
B Telephone number (see instructions)

(207) 774-2635
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,958,254J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 61,082 61,082  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 222,621
b Gross sales price for all assets on line 6a 345,475
7 Capital gain net income (from Part IV, line 2)... 1,442
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 283,703 62,524  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,750 875   875
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 10,831 5,416   5,415
b Accounting fees (attach schedule)....... Click to see attachment 2,500 833   1,667
c Other professional fees (attach schedule).... Click to see attachment 22,087 22,087    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,823      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 570 285   285
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 49 25   24
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,610 29,521   8,266
25 Contributions, gifts, grants paid........ 147,000 147,000
26 Total expenses and disbursements. Add lines 24 and 25 187,610 29,521   155,266
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 96,093
b Net investment income (if negative, enter -0-) 33,003
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 13,056 15,356 15,356
2 Savings and temporary cash investments.......... 228,526 89,986 89,986
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 264,546 Click to see attachment207,771 207,771
b Investments—corporate stock (attach schedule)........ 1,955,945 Click to see attachment2,173,500 2,173,500
c Investments—corporate bonds (attach schedule)........ 394,613 Click to see attachment462,526 462,526
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet3,848
Less: accumulated depreciation (attach schedule) bullet3,598 250 Click to see attachment250 250
15 Other assets (describe bullet) Click to see attachment3,844 Click to see attachment8,865 Click to see attachment8,865
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,860,780 2,958,254 2,958,254
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment8,369 Click to see attachment9,750
23 Total liabilities (add lines 17 through 22).......... 8,369 9,750
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 2,852,411 2,948,504
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 2,852,411 2,948,504
31 Total liabilities and net assets/fund balances (see instructions).. 2,860,780 2,958,254
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,852,411
2 Enter amount from Part I, line 27a..................... 2 96,093
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,948,504
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,948,504
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Apache Corp 35 shrs P 2013-12-16 2014-11-12
b Fidelity Conservative Inc Bond 4079 shrs P 2013-12-26 2014-11-12
c Fidelity Finl Tr Convert Secs 493 shrs P 2013-12-26 2014-09-16
d Nuveen Dividend Value 838 shrs P 2014-09-16 2014-11-12
e Oakmark International 1126 shrs P 2014-09-16 2014-11-12
Oppenheimer Developing Mkts 529 shrs P 2014-09-16 2014-11-12
Pimco Funds Low Duration Fund 2968 shrs P 2014-09-16 2014-11-12
Pimco High Yield 1469 shrs P 2013-12-26 2014-09-16
Pimco Total Return Portfolio 4962 shrs P 2014-09-16 2014-11-12
Cons Staples Select Sector 180 shrs P 2012-06-27 2014-09-16
EBay Inc 265 shrs P 2012-09-24 2014-09-16
Philip Morris Intl 35 shrs P 2012-04-27 2014-09-16
Pimco Commod Real Ret 1315 shrs P 2012-06-27 2014-09-16
Pimco Commod Real Ret 545 shrs P 2012-06-27 2014-11-12
Vanguard FTSE Dev Mkts 450 shrs P 2012-06-27 2014-11-12
Ishares Gold Trust 860 shrs P 2012-06-27 2014-11-12
AT&T 80 shrs P 2009-10-19 2014-09-16
FHLB 5.25% 50000.0 P 2007-03-14 2014-06-18
Knowles Corp 80 shrs P 2012-06-27 2014-03-20
Ishares Gold Trust P 2012-06-27 2014-10-30
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,590 0 3,018 -428
b 40,956 0 40,964 -8
c 16,307 0 15,375 932
d 14,886 0 14,928 -42
e 27,764 0 29,082 -1,318
20,441 0 21,255 -814
30,635 0 30,628 7
14,062 0 14,106 -44
54,237 0 53,333 904
8,206 0 6,126 2,080
13,601 0 13,107 494
2,969 0 3,152 -183
7,172 0 8,224 -1,052
2,810 0 3,404 -594
17,523 0 13,707 3,816
10,478 0 13,235 -2,757
2,792 0 2,088 704
50,000 0 51,361 -1,361
2,506 0 1,412 1,094
12 0 0 12
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a 0 0 0 -428
b 0 0 0 -8
c 0 0 0 932
d 0 0 0 -42
e 0 0 0 -1,318
0 0 0 -814
0 0 0 7
0 0 0 -44
0 0 0 904
0 0 0 2,080
0 0 0 494
0 0 0 -183
0 0 0 -1,052
0 0 0 -594
0 0 0 3,816
0 0 0 -2,757
0 0 0 704
0 0 0 -1,361
0 0 0 1,094
0 0 0 12
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,442
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 -811
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 168,636 2,682,289 0.062870
2012 138,132 2,488,981 0.055497
2011 149,866 2,464,219 0.060817
2010 137,674 2,424,287 0.056789
2009 145,742 2,288,470 0.063685
2 Total of line 1, column (d) ...................... 2 0.299658
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.059932
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 2,859,616
5 Multiply line 4 by line 3....................... 5 171,383
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 330
7 Add lines 5 and 6......................... 7 171,713
8 Enter qualifying distributions from Part XII, line 4.............. 8 155,266
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 660
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 660
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 660
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 5,218
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -11218 7 11,218
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10,558
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet10,558 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletME
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPAUL RAUSCH CPA Telephone no.bullet (207) 774-2635
    Located atbulletPO Box 426 One Canal PlazaPortlandME ZIP+4bullet04112
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ROBERT WOODWARD Pres.
    1.00     		50 0 0
    115 North High Street
    Bridgton,ME04009
    STEPHEN G WOODWARD 1st VP
    1.00     		50 0 0
    208 Lufkin Road
    North Yarmouth,ME04097
    DOROTHY WENTWORTH 2nd VP
    1.00     		50 0 0
    55 Hardy Road
    Falmouth,ME04105
    PAUL H RAUSCH Treasurer
    2.00     		1,250 0 0
    86 Valview Drive
    Auburn,ME04210
    DEANNA WOODWARD Trustee
    1.00     		50 0 0
    115 North High Street
    Bridgton,ME04009
    ROBERT ARANSON MD Trustee
    1.00     		50 0 0
    20 Lookout Drive
    Freeport,ME04032
    TINA JENNINGS Trustee
    1.00     		50 0 0
    208 Lufkin Road
    North Yarmouth,ME04097
    REV ANITA WHITE Trustee
    1.00     		50 0 0
    15 Forest Ave
    Auburn,ME04210
    SAMUEL WOODWARD Trustee
    1.00     		50 0 0
    912 Roosevelt Trail Apt 8
    Windham,ME04062
    JOHN R OPPERMAN ESQ Trustee
    1.00     		50 0 0
    25 Woodmont Street
    Portland,ME04102
    ELIZABETH MORELAND Trustee
    1.00     		50 0 0
    111 Pond Road
    Standish,ME04084
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,888,707
    b
    Average of monthly cash balances.......................
    1b
    14,206
    c
    Fair market value of all other assets (see instructions)................
    1c
    250
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,903,163
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,903,163
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    43,547
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,859,616
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    142,981
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    142,981
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    660
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    660
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    142,321
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    142,321
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    142,321
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    155,266
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    155,266
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    155,266
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 142,321
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012....... 6,994
    e From 2013....... 38,494
    fTotal of lines 3a through e......... 45,488
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 155,266
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 142,321
    e Remaining amount distributed out of corpus 12,945
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 58,433
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		58,433
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012.... 6,994
    d Excess from 2013.... 38,494
    e Excess from 2014.... 12,945
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    PAUL RAUSCH CO PERKINS THOMPSON
    One Canal Plaza
    Portland,ME04101
    (207) 774-2635
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED SCHEDULE
    cAny submission deadlines:
    THERE ARE NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED SCHEDULE
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    LaDawn Quarter Horse Theraputic Riding Ctr
    P O Box 558
    West Kennebunk,ME04094     		  Exempt ChildrenRide forOutreach 2,000
    Southern Maine Agency on Aging
    136 US Route One
    Scarborough,ME04074     		  Exempt SupportFamily CaregiverProgram 4,000
    Good Shepherd Food Bank
    PO Box 1807
    Auburn,ME04211     		  Exempt MatchingAgencyProgram 5,000
    Sweetser
    50 Moody Street
    Saco,ME04072     		  Exempt LunchroomKitchen &Campaign 2,500
    Camp Sunshine at Sebago Lake
    35 Acadia Road
    Casco,ME04015     		  Exempt SponsorshipFamilyProgram 4,000
    Maine Housing & Building Materials Exchange
    120 Lisbon Street
    Lisbon,ME04250     		  Exempt for Low incomeBldg MatlProject 5,000
    Tri-County Literacy
    34 Wong Farm Parkway
    bath,ME04530     		  Exempt LiteracyWorkplaceProgram 2,000
    VNA Home Health Hospice
    50 Foden Road
    South Portland,ME04106     		  Exempt Respite CareIn-HomeProgram 3,000
    The Progress Center
    35 Cottage Street
    Norway,ME04268     		  Exempt Soup Kitchen 5,000
    Children's Dyslexia Center Inc
    1897 Congress Street
    Portland,ME04102     		  Exempt ProgramScholarship 5,000
    Community Dental
    366 US Route One
    Falmouth,ME04105     		  Exempt ProgramAccess 5,000
    Goodwill Industries of NNE
    75 Washington Ave
    Portland,ME04101     		  Exempt FundVeterens'Project 5,000
    Wayside Food Program
    PO Box 1278
    Portland,ME04102     		  Exempt ProgramsFood 6,000
    Hebron Academy
    Route 19
    Hebron,ME04238     		  Exempt ProgramScholarship 5,000
    University of Southern Maine
    96 Falmouth Street
    Portland,ME04103     		  Exempt ProgramScholarship 10,000
    Gould Academy
    39 Church Street
    Bethel,ME04217     		  Exempt ProgramScholarship 5,000
    Community Dental Center
    93 Maine Street
    Waterville,ME04901     		  Exempt HealthDentalCancer program 2,500
    Seeds of Peace
    370 Lexington Ave Ste 1201
    New York,NY10017     		  Exempt LeadershipYouthProgram 5,000
    FARMS
    323 Main Street
    Damariscotta,ME04543     		  Exempt KitchenCommunity 1,000
    Furniture Friends
    PO Box 7894
    Portland,ME04112     		  Exempt VisibilityCommunityProject 5,000
    The Game Loft
    78A Main Street
    Belfast,ME04915     		  Exempt CareCircle ofProgram 2,500
    Hospice of Southern Maine
    180 US Route 1 Suite 1
    Scarborough,ME04074     		  Exempt TrainingReikiProgram 2,000
    Gulf of Maine Research Instit
    390 Commercial Street
    Portland,ME04101     		  Exempt SkillsYouthprogram 5,000
    Hurricane Island Foundation Ctr
    PO Box 1280
    Rockland,ME04841     		  Exempt ProgramScholarship 5,000
    ITN America
    1 Westbrook Common
    Westbrook,ME04092     		  Exempt CapacityIncreaseProgram 2,000
    Junior Achievement of Maine
    82 Elm Street
    Portland,ME04101     		  Exempt FinancePersonalProgram 1,000
    Pine Tree Hospice
    883 West Main Street
    DoverFoxcroft,ME04426     		  Exempt OperatingGeneralSupport 3,850
    Junior Achievement of Maine
    82 Elm Street
    Portland,ME04101     		  Exempt ProgramEntrepreneurs 1,000
    Knox County Homeless Coalition
    PO Box 1696
    Rockland,ME04841     		  Exempt ProgramVolunteerDevelopment 5,000
    Lake Region Senior Service
    PO Box 816
    Bridgton,ME04009     		  Exempt AccessHealthcareProgram 4,500
    LA Public Theatre Inc
    31 Maple Street
    Lewiston,ME04240     		  Exempt ProjectYoung Actors 1,000
    Literacy Volunteers of America - ME
    200 Hogan Road
    Bangor,ME04401     		  Exempt PilotPovertyProject 3,000
    New Beginnings Inc
    436 Main Street
    Lewiston,ME04240     		  Exempt MediationFamilyProject 5,000
    Pihcintu
    36 Emerson Drive
    Windham,ME04062     		  Exempt ExpansionPihcintuProject 2,000
    Pine Tree Legal Assistance Inc
    88 Federal Street
    Portland,ME04112     		  Exempt ProjectIntake Coordinator 3,650
    Somali Bantu Community Assoc
    145 Lisbon Street Suite 506
    Lewiston,ME04240     		  Exempt ProgramGardening 3,000
    Vose Library
    392 Common Road
    Union,ME04862     		  Exempt CollectionDesignProgram 2,500
    Maine Adaptive Sports & Rec
    8 Sundance Lane
    Newry,ME04261     		  Exempt WinterVeteransProgram 5,000
    Maine Adaptive Sports & Rec
    8 Sundance Lane
    Newry,ME04261     		  Exempt EquipmentAdaptiveProgram 5,000
    McArthur Public Library
    PO Box 346
    Biddeford,ME04005     		  Exempt ProjectHistoryOutreach 1,000
    Maine Irish Children's Program
    PO Box 3122
    Portland,ME04104     		  Exempt grantReturned -3,000
    Total .................................bullet 3a 147,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 61,082  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    14 222,930  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   284,012  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13284,012
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 -Original Return Overpayment: -11,218


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Clark, Friel and Joyce Tax and financial stmt 2,500 833   1,667

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Investment   Purchased 2014-12   345,475 122,854     222,621  

    TY 2014 GeneralExplanationAttachment
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Identifier Return Reference Explanation
      Part XV Line 2 LINE 2B THERE ARE NO PRESCRIBED FORMS FOR THE SUBMISSION OF APPLICATIONS. HOWEVER, THE FOLLOWING INFORMATION MUST BE PROVIDED: 1) THE APPLICANT'S TAX EXEMPT NUMBER 2) A COPY OF THE ORGANIZATION'S HANDBOOK 3) A BRIEF OUTLINE OF THE HISTORY OF THE ORGANIZATION 4) THE CHARITABLE PURPOSE OF THE APPLICANT ORGANIZATION 5) DETAILS REGARDING THE SPECIFIC REQUEST MADE AS PART OF THE APPLICATION FOR FUNDS LINE 2D THE FOUNDATION DOES NOT MAKE AWARDS TO INDIVIDUALS OR ORGANIZATIONS WITHOUT VALID FEDERAL INCOME TAX EXEMPTIONS. AWARDS ARE GENERALLY RESTRICTED TO ORGANIZATIONS OPERATING WITHIN MAINE.

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Dodge & Cox Income 3507 shrs 48,328 48,328
    Fidelity Convertible Securites 720 shrs 23,192 23,192
    Fidelity Floating Rate High Inc 4797 shrs 46,148 46,148
    Goldman Sachs Strategic Income 6194 shrs 63,677 63,677
    JPMorgan Core Bond Select 4154 shrs 48,804 48,804
    Pimco Emerging Mkts Bonds Instl 2174 shrs 22,040 22,040
    Pimco High Yield 2459 shrs 22,473 22,473
    Pimco Low Duration Fund 3431 shrs 34,442 34,442
    Pimco Total Return 5668 shrs 60,425 60,425
    Pimco Investment Grade Corp Bd 8815 shrs 92,997 92,997

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M Co. 205 shrs 33,686 33,686
    Abbott Labs 745 shrs 33,540 33,540
    Actavis PLC 255 shrs 65,640 65,640
    Allergan Inc. 325 shrs 69,092 69,092
    Amgen Inc 35 shrs 5,575 5,575
    Apple Inc 266 shrs 29,361 29,361
    AT&T Inc 400 shrs 13,436 13,436
    Biogen Idec Inc 15 shrs 5,092 5,092
    Boeing Co 155 shrs 20,147 20,147
    California Res Corp 46 shrs 253 253
    Capital One Finl Corp 500 shrs 41,275 41,275
    Celgene Corp 60 shrs 6,712 6,712
    Chevron Corp 275 shrs 30,850 30,850
    Chubb Corporation 180 shrs 18,625 18,625
    Cisco Systems Inc 145 shrs 4,033 4,033
    Conocophillips 390 shrs 26,933 26,933
    Cons Staples Select Sector 110 shrs 5,334 5,334
    Costco Whsl Corp 205 shrs 29,059 29,059
    Cummins Inc 25 shrs 3,604 3,604
    CVS/Caremark Corp 200 shrs 19,262 19,262
    Discover Financial Services 550 shrs 36,020 36,020
    Dover Corp 160 shrs 11,475 11,475
    Dupont E I De Nemours & Co. 430 shrs 31,794 31,794
    EMC Corp 1180 shrs 35,093 35,093
    EOG Resources Inc 65 shrs 5,985 5,985
    Express Scripts Hldg Co 385 shrs 32,598 32,598
    Exxon Mobil Corp 520 shrs 48,074 48,074
    Fidelity Small Cap Discovery 466 shrs 14,016 14,016
    General Mills Inc 375 shrs 19,999 19,999
    Genuine Parts Co. 440 shrs 46,891 46,891
    Gilead Sciences Inc 430 shrs 40,532 40,532
    Goodyear Tire & Rubber Co 125 shrs 3,571 3,571
    Google Inc Cl A 36 shrs 19,104 19,104
    Google Inc Cl C 36 shrs 18,950 18,950
    Harman Intl Inds Inc 40 shrs 4,268 4,268
    Home Depot Inc. 395 shrs 41,463 41,463
    Intel Corp 585 shrs 21,230 21,230
    Ishares US Home Construction 1355 shrs 35,067 35,067
    JPMorgan Chase & Co 455 shrs 28,474 28,474
    Kroger Corp 90 shrs 5,779 5,779
    McDonalds Corp 325 shrs 30,452 30,452
    Microsoft Corp 705 shrs 32,747 32,747
    Motorola Solutions Inc 465 shrs 31,192 31,192
    Nextera Energy Inc 145 shrs 15,412 15,412
    Oakmark International 10 shrs 232 232
    Occidental Petroleum Corp 115 shrs 9,270 9,270
    Omnicom Group 500 shrs 38,735 38,735
    Oracle Corporation 895 shrs 40,248 40,248
    Phillips 66 250 shrs 17,925 17,925
    Principal Midcap Instl 1328 shrs 29,087 29,087
    Procter & Gamble Co 145 shrs 13,208 13,208
    Prudential Finl Inc 330 shrs 29,852 29,852
    Qualcomm Inc 445 shrs 33,077 33,077
    Schlumberger Limited 215 shrs 18,363 18,363
    Southwest Airlines Co 470 shrs 19,890 19,890
    State Street Corp 515 shrs 40,428 40,428
    Stericycle Inc 25 shrs 3,277 3,277
    Thermo Fisher Scientific Inc 390 shrs 48,863 48,863
    TJX Cos Inc 500 shrs 34,290 34,290
    United Parcel Srv Inc B 230 shrs 25,569 25,569
    United Technologies 230 shrs 26,450 26,450
    Unitedhealth Group Inc 335 shrs 33,865 33,865
    US Bancorp Del New 800 shrs 35,960 35,960
    Vanguard Ftse Developed Mkt 1675 shrs 63,449 63,449
    Vanguard Ftse Emerging Mkt 700 shrs 28,014 28,014
    Vanguard Mid-Cap ETF 1760 shrs 217,466 217,466
    Vanguard Small-Cap Growth ETF 460 shrs 57,932 57,932
    Vanguard Small-Cap Value ETF 540 shrs 57,116 57,116
    Verizon Communications 490 shrs 22,922 22,922
    Wells Fargo & Co New 820 shrs 44,952 44,952
    Wells Fargo Premier Lg Co Growth 3037 shrs 47,375 47,375
    Vanguard REIT ETF 790 shares 63,990 63,990

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    US Government Securities - End of Year Book Value:

    207,771
    US Government Securities - End of Year Fair Market Value:

    207,771
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2014 LandEtcSchedule2
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Equipment 3,848 3,598 250  


    TY 2014 LegalFeesSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Perkins Thompson Legal 10,831 5,416   5,415


    TY 2014 OtherAssetsSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Accrued investment income 3,844 4,307 4,307
    Tax refund   4,558 4,558
    Accrued investment income 3,844 4,307 4,307
    Tax refund   4,558 4,558
    Accrued investment income 3,844 4,307 4,307
    Tax refund   4,558 4,558


    TY 2014 OtherAssetsSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Accrued investment income 3,844 4,307 4,307
    Tax refund   4,558 4,558
    Accrued investment income 3,844 4,307 4,307
    Tax refund   4,558 4,558
    Accrued investment income 3,844 4,307 4,307
    Tax refund   4,558 4,558


    TY 2014 OtherAssetsSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Accrued investment income 3,844 4,307 4,307
    Tax refund   4,558 4,558
    Accrued investment income 3,844 4,307 4,307
    Tax refund   4,558 4,558
    Accrued investment income 3,844 4,307 4,307
    Tax refund   4,558 4,558


    TY 2014 OtherExpensesSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Office expenses 49 25   24


    TY 2014 OtherLiabilitiesSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Description Beginning of Year - Book Value End of Year - Book Value
    Deferred excise tax 7,587 9,750
    Excise tax payable 782  
    Deferred excise tax 7,587 9,750
    Excise tax payable 782  


    TY 2014 OtherLiabilitiesSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Description Beginning of Year - Book Value End of Year - Book Value
    Deferred excise tax 7,587 9,750
    Excise tax payable 782  
    Deferred excise tax 7,587 9,750
    Excise tax payable 782  


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    People United Bank Investment fees 22,087 22,087    


    TY 2014 TaxesSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN: 01-0277832
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise tax 2,823