Form990-PF

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
SIMPSON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4501 E LAKE HARRIET PARKWAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN55419
A Employer identification number

45-4035780
B Telephone number (see instructions)

(612) 825-6028
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,314,312J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 50,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 110 110  
4 Dividends and interest from securities... 23,017 23,017  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 55,776
b Gross sales price for all assets on line 6a 130,780
7 Capital gain net income (from Part IV, line 2)... 55,776
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........ 128,903 78,903  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,000 0   1,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,400 2,200   2,200
c Other professional fees (attach schedule).... Click to see attachment 4,590 4,590   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 361 108   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 60 0   26
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,411 6,898   3,226
25 Contributions, gifts, grants paid....... 168,720 168,720
26 Total expenses and disbursements. Add lines 24 and 25 179,131 6,898   171,946
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -50,228
b Net investment income (if negative, enter -0-) 72,005
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 110 73 73
2 Savings and temporary cash investments......... 56,294 53,534 53,534
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)      
b Investments—corporate stock (attach schedule)....... 886,998 Click to see attachment887,923 1,119,619
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 114,576 Click to see attachment72,585 141,086
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,057,978 1,014,115 1,314,312
Liabilities 17 Accounts payable and accrued expenses.......... 16,360 22,725
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)    
23 Total liabilities (add lines 17 through 22)......... 16,360 22,725
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,041,618 991,390
30 Total net assets or fund balances (see instructions)..... 1,041,618 991,390
31 Total liabilities and net assets/fund balances (see instructions). 1,057,978 1,014,115
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
1,041,618
2
Enter amount from Part I, line 27a .....................
2
-50,228
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
991,390
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
991,390
Form 990-PF (2018)
Form 990-PF (2018)
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 PUBILCALLY TRADED SECURITIES      
b
c
d
e
(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 130,780   75,004 55,776
b
c
d
e
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       55,776
b
c
d
e
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 55,776
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  
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))
2017 129,666 903,292 0.143548
2016 112,214 651,312 0.172289
2015 73,156 559,975 0.130642
2014 22,307 757,616 0.029444
2013 121,354 560,186 0.216632
2
Total of line 1, column (d) .....................
2
0.692555
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.138511
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,424,536
5
Multiply line 4 by line 3......................
5
197,314
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
720
7
Add lines 5 and 6........................
7
198,034
8
Enter qualifying distributions from Part XII, line 4,.............
8
171,946
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,440
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 1,440
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,440
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 50
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 50
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 9
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,399
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
     
    No
    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)
    bulletMN
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletABIGAIL A LANE Telephone no.bullet (612) 825-6028

    Located atbullet4501 E LAKE HARRIET PARKWAYMINNEAPOLISMN ZIP+4bullet55419
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
    No
    .........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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    WILLIAM A SIMPSON PRESIDENT
    1.00     		0 0 0
    4501 E LAKE HARRIET PARKWAY
    MINNEAPOLIS,MN55419
    CARIN M SIMPSON VICE PRESIDENT
    1.00     		0 0 0
    4501 E LAKE HARRIET PARKWAY
    MINNEAPOLIS,MN55419
    ABIGAIL A LANE SECRETARY
    2.00     		1,000 0 0
    4501 E LAKE HARRIET PARKWAY
    MINNEAPOLIS,MN55419
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    1,413,082
    b
    Average of monthly cash balances.......................
    1b
    33,147
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,446,229
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,446,229
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,693
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,424,536
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    71,227
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    71,227
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,440
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,440
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    69,787
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    69,787
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    69,787
    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
    171,946
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    171,946
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    171,946
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 69,787
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 93,769
    b From 2014...... 15,206
    c From 2015...... 16,050
    d From 2016...... 112,310
    e From 2017...... 84,977
    fTotal of lines 3a through e........ 322,312
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 171,946
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 69,787
    e Remaining amount distributed out of corpus 102,159
    5 Excess distributions carryover applied to 2018. 0 0
    (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 5 424,471
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		93,769
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		330,702
    10 Analysis of line 9:
    a Excess from 2014.... 15,206
    b Excess from 2015.... 16,050
    c Excess from 2016.... 112,310
    d Excess from 2017.... 84,977
    e Excess from 2018.... 102,159
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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).)
    WILLIAM A SIMPSON
    CARIN M SIMPSON
    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.
    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:
    WILLIAM SIMPSON
    4501 E LAKE HARRIET PKWY
    MINNEAPOLIS,MN55418
    (612) 399-0500
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION INSTRUCTIONS ARE SUPPLIED WITH INVITATION
    cAny submission deadlines:
    DEADLINES ARE SUPPLIED WITH INVITATION
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CANDIDATES MUST BE INVITED TO APPLY
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    ACADEMY OF THE HOLY ANGELS
    6600 NICOLLET AVE
    RICHFIELD,MN55423     		NONE PC SUPPORT THE SCHOOL 4,000
    AMERICAN RED CROSS
    431 18TH STREET NW
    WASHINGTON,DC200065009     		NONE PC SUPPORT THE ALLEVIATION OF HUMAN SUFFERING IN EMERGENCIES 1,000
    ANIMAL HUMANE SOCIETY
    845 MEADOW LANE NORTH
    GOLDEN VALLEY,MN55422     		NONE PC SUPPORT CARE AND HUMANE TREATMENT OF ANIMALS 100
    ANNUNCIATION CHURCH AND SCHOOL
    509 WEST 54TH STREET
    MINNEAPOLIS,MN55419     		NONE PC SUPPORT THE SCHOOL 3,000
    ATHLETES COMMITTED TO EDUCATING STUDENTS
    1115 E HENNEPIN AVE
    MINNEAPOLIS,MN55414     		NONE PC SUPPORT ACES4KIDS 500
    BOY SCOUTS TROOP #1
    393 MARSHALL AVE
    ST PAUL,MN55102     		NONE PC SUPPORT TROOP #1'S CAMPING TRIP 600
    CARLY SIEWERT
    4501 E LAKE HARRIET PARKWAY
    MINNEAPOLIS,MN55419     		NIECE INDIVIDUAL FINANCIAL BURDEN - TUITION DEBT 12,000
    CAYDANCE LEIFERMAN
    4501 E LAKE HARRIET PARKWAY
    MINNEAPOLIS,MN55419     		GREAT NIECE INDIVIDUAL SPRING SCHOOL TRIP - FINANCIAL HARDSHIP 675
    CHILDREN'S CANCER RESEARCH FUND
    7301 OHMS LANE SUITE 355
    MINNEAPOLIS,MN55439     		NONE PC SUPPORT CYCLE CHALLENGE CANCER 124
    CHILDREN'S HEALTH CARE FOUNDATION
    2525 CHICAGO AVENUE SOUTH
    MINNEAPOLIS,MN55404     		NONE PC SUPPORT SPECIAL HEALTH NEEDS OF CHILDREN 1,315
    CHILDREN'S HEARTLINK
    5075 ARCADIA AVE
    EDINA,MN554362306     		NONE PC SUPPORT LIVES OF CHILDREN WITH HEART DISEASE 500
    CLEAN WATER FUND
    1444 EYE STREET NW NO 400
    WASHINGTON,DC20005     		NONE PC SUPPORT CLEAN, SAFE AND AFFORDABLE WATER FOR ALL 100
    CRU
    100 LAKE HART DR
    ORLANDO,FL32832     		NONE PC SUPPORT THE CAMPUS CRUSADE FOR CHRIST 8,000
    DONORSCHOOSEORG
    134 WEST 37TH ST - 11 FL
    NEW YORK,NY10018     		NONE PC SUPPORT STUDENTS 97
    ERIK GRONSETH
    4501 E LAKE HARRIET PARKWAY
    MINNEAPOLIS,MN55419     		NEPHEW INDIVIDUAL FINANCIAL BURDEN - TUITION DEBT 2,990
    FAITH'S LODGE
    505 HWY 169 N
    PLYMOUTH,MN55441     		NONE PC GENERAL SUPPORT 2,000
    FATHER DYER UNITED METHODIST CHURCH
    PO BOX 383
    BRECKENRIDGE,CO80424     		NONE PC SUPPORT THE FOOD PANTRY 500
    FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT INC
    2601 NORTH HIGHWAY 79
    FLORENCE,AZ85132     		NONE PC SUPPORT FREE LEGAL COUNSEL FOR THOSE DETAINED FOR IMMEGRATION REMOVAL PROCEEDINGS 200
    FREE BIKES 4 KIDZ
    PO BOX 007
    LONG LAKE,MN55356     		NONE PC PROVIDE BIKES TO KIDS IN NEED 2,000
    GIVEMN
    101 FIFTH STREET EAST NO 2400
    SAINT PAUL,MN551011800     		NONE PC SUPPORT MINNESOTA CHARITIES 1,550
    HEADWAY EMOTIONAL HEALTH SERVICES
    6425 NICOLLET AVE
    RICHFIELD,MN55423     		NONE PC SUPPORT CHILDREN AND FAMILIES MENTAL HEALTH 535
    HENNEPIN THEATRE TRUST
    615 HENNEPIN AVE SUITE 140
    MINNEAPOLIS,MN55403     		NONE PC SUPPORT THE THEATRE 500
    HOWARD YOUNG FOUNDATION INC
    PO BOX 470
    WOODRUFF,WI54568     		NONE PC SUPPORT LAKELAND FOOD PANTRY 250
    KURT PETER FOUNDATION
    PO BOX 691
    MENLO PARK,CA94025     		NONE PC SUPPORT RESEARCH FOR LIMB GIRDLE MUSCULAR DYSTROPHY 1,000
    LION'S CLUB OF SPOONER TREGO AND SHELL LAKE
    PO BOX 321
    SPOONER,WI54801     		NONE PC SUPPORT CHRISTMAS FUND 500
    MAKE-A-WISH FOUNDATION OF MINNESOTA
    1919 UNIVERSITY AVE W NO415
    ST PAUL,MN55104     		NONE PC SUPPORT GRANTING THE WISHES OF CHILDREN 500
    MARA GRONSETH
    4501 E LAKE HARRIET PARKWAY
    MINNEAPOLIS,MN55419     		NIECE INDIVIDUAL FINANCIAL BURDEN - TUITION DEBT 10,000
    MINNEAPOLIS INSTITUTE OF ART
    2400 THIRD AVENUE SOUTH
    MINNEAPOLIS,MN55404     		NONE PC SUPPORT THE COLLECTING AND PRESERVATION OF ART 300
    MINNESOTA CENTER FOR BOOK ARTS
    1011 WASHINGTON S AVE NO 100
    MINNEAPOLIS,MN55415     		NONE PC SUPPORT THE ADVANCEMENT OF THE BOOK AS AN EVOLVING ART FORM 250
    MINNESOTA DEPARTMENT OF NATURAL RESOURCES
    500 LAFAYETTE ROAD
    ST PAUL,MN55155     		NONE PC SUPPORT MN CONSERVATION VOLUNTEER MAGAZINE 200
    MINNESOTA ZOO FOUNDATION
    13000 ZOO BLVD
    APPLE VALLEY,MN55124     		NONE PC SUPPORT THE MINNESOTA ZOO 1,000
    NC LITTLE MEMORIAL HOSPICE INC
    7019 LYNMAR LANE
    EDINA,MN55435     		NONE PC SUPPORT HOSPICE CARE 200
    NORTH COUNTRY FOOD ALLIANCE
    2101 HENNEPIN AVE
    MINNEAPOLIS,MN55405     		NONE PC SUPPORT ACCESS TO FRESH PRODUCE IN THE TWIN CITIES 500
    PEOPLE FOR PARKS
    PO BOX 24901
    MINNEAPOLIS,MN55424     		NONE PC SUPPORT LOCAL PARKS 100
    REBECCA LEIFERMAN
    4501 E LAKE HARRIET PARKWAY
    MINNEAPOLIS,MN55419     		NIECE INDIVIDUAL FINANCIAL BURDEN - SCHOOL DEBT, DENTAL, AND MEDICAL HARDSHIP 14,597
    RILEY SIEWERT
    4501 E LAKE HARRIET PARKWAY
    MINNEAPOLIS,MN55419     		NEPHEW INDIVIDUAL FINANCIAL BURDEN - TUITION DEBT 10,000
    ROBERT LEIFERMAN
    4501 E LAKE HARRIET PARKWAY
    MINNEAPOLIS,MN55419     		BROTHER INDIVIDUAL PROPERTY TAX ASSESSMENT - FINANCIAL HARDSHIP 5,825
    SARA FINNEGAN
    4501 E LAKE HARRIET PARKWAY
    MINNEAPOLIS,MN55419     		NIECE INDIVIDUAL FINANCIAL BURDEN - TUITION DEBT 10,000
    SUMMIT ACADEMY OIC
    935 OLSON MEMORIAL HIGHWAY
    MINNEAPOLIS,MN55405     		NONE PC SUPPORT INDIVIDUALS IN THE COMMUNITY 10,000
    SUMMIT COUNTY FAMILY RESOURCE CENTER
    PO BOX 1636
    SILVERTHORNE,CO80498     		NONE PC SUPPORT STABLE FAMILIES 1,000
    SUSAN G KOMEN BREAST CANCER FDN INC
    5005 LBJ FREEWAY SUITE 526
    DALLAS,TX752446125     		NONE PC SUPPORT RESEARCH FOR BREAST CANCER 312
    THE LEUKEMIA & LYMPHOMA SOCIETY INC
    3 INTERNATIONAL DRIVE
    RYE BROOK,NY10573     		NONE PC SUPPORT THE CURE FOR LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA 20,000
    TREEHOUSE INC
    5666 LINCOLN DRIVE SUITE 201
    EDINA,MN55436     		NONE PC SUPPORT HURTING YOUTH AND FAMILIES 10,000
    TWIN CITIES PUBLIC TELEVISION INC
    172 E 4TH STREET
    SAINT PAUL,MN551011400     		NONE PC SUPPORT THE TWIN CITIES PBS 50
    UNIVERSITY OF MINNESOTA FOUNDATION
    200 OAK STREET SE NO 500
    MINNEAPOLIS,MN554552010     		NONE PC SUPPORT U OF M TWIN CITIES AND U OF M DULUTH 25,000
    VEAP INC
    9600 ALDRICH AVENUE SOUTH
    BLOOMINGTON,MN55420     		NONE PC SUPPORT ACCESS TO HEALTHY FOOD, HOUSING STABILITY AND SUPPORTIVE SERVICES 500
    WASHBURN HIGH SCHOOL FOUNDATION
    201 WEST 49TH STREET
    MINNEAPOLIS,MN554192588     		NONE PC SUPPORT WASHBURN HIGH SCHOOL 3,000
    WE CHARITY
    6500 MAIN ST SUITE 5
    WILLIAMSVILLE,NY14221     		NONE PC SUPPORT ANWATIN MIDDLE SCHOOL 350
    WILLIAM A THOMPSON DREDGE MUSEUM
    615 PRAIRIE ISLAND RD N
    WINONA,MN55987     		NONE PC SUPPORT THE MUSEUM 1,000
    Total .................................bullet 3a 168,720
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........     		    14 110  
    4 Dividends and interest from securities....     14 23,017  
    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 ............     		    18 55,776  
    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).. 0 78,903 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    78,903
    (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 (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    SIMPSON FAMILY FOUNDATION
     
    Employer identification number

    45-4035780
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    SIMPSON FAMILY FOUNDATION
          		Employer identification number
    45-4035780
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    WILLIAM & CARIN SIMPSON
     
    4501 E LAKE HARRIET PARKWAY
     
    MINNEAPOLIS, MN55419

    		$ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    SIMPSON FAMILY FOUNDATION
          		Employer identification number

    45-4035780
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    SIMPSON FAMILY FOUNDATION
          		Employer identification number

    45-4035780
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    SIMPSON FAMILY FOUNDATION
    EIN:
    45-4035780
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,400 2,200   2,200

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    SIMPSON FAMILY FOUNDATION
    EIN:
    45-4035780
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALLERGAN PLC 6,040 5,346
    AMC NETWORKS INC 694 933
    AMERICAN INTL GROUP INC 2,571 2,601
    AMERICAN TOWER CORP 2,467 5,062
    ANADARKO PETROLEUM CORP 4,655 3,989
    ANHEUSER BUSCH INBEV SA/NV - SPONSORED ADR 4,209 2,830
    APPLE INC 4,508 5,363
    AT&T INC 2,350 2,512
    AUTODESK INC 888 3,601
    BANK NEW YORK MELLON CORP 3,879 4,425
    BANK OF AMERICA CORP 5,101 5,815
    BIOGEN INC 5,844 7,824
    BLACKROCK INC 5,569 5,892
    BROADCOM LTD 2,943 9,154
    CISCO SYSTEMS INC 1,345 1,213
    CITRIX SYSTEMS INC 1,588 2,869
    COCA-COLA COMPANY 4,670 5,209
    COMCAST CORP NEW CL A 5,381 11,577
    CREE INC 2,259 4,064
    DISCOVERY INC A 1,544 1,262
    DISNEY WALT COMPANY 4,061 5,702
    DOLBY LABORATORIES INC 1,824 2,845
    DOWDUPONT INC 4,369 4,492
    ECOLAB INC 2,999 4,126
    ENBRIDGE INC 5,553 5,501
    EXXON MOBIL CORP 4,305 3,546
    FLUOR CORP (NEW) 2,176 1,449
    FREEPORT-MCMORAN INC 4,134 2,907
    GCI LIBERTY INC 82 247
    GENERAL MOTORS CO 3,673 3,211
    HEALTHCARE TR AMER INC 2,468 2,101
    HOME DEPOT INC 3,539 6,701
    IMMUNOGEN INC 702 240
    INTEL CORP 924 1,408
    INTERNATIONAL PAPER CO 4,332 5,045
    IONIS PHARMACEUTICALS INC 1,245 3,946
    JOHNSON & JOHNSON 3,800 5,549
    JOHNSON CTLS INTL PLC 2,398 2,372
    LIBERTY BROADBAND CORP COM SER C 221 576
    LIBERTY BROADBAND CORP COM SER A 75 215
    LIBERTY MEDIA CORP DEL COM SER C SIRIUSXM GROUP 539 1,257
    LIBERTY MEDIA CORP DEL COM SER A SIRIUSXM GROUP 276 626
    LIBERTY MEDIA CORP LIBERTY MEDIA CL C 94 246
    LIBERTY MEDIA CORP LIBERTY SER A 48 119
    LINDE PLC 3,596 3,433
    LIONS GATE ENTERTAINMENT CORP CL B NON-VOTING 287 164
    LOGMEIN INC 339 326
    L3 TECHNOLOGIES INC 2,268 5,036
    MASTERCARD INC CL A 3,587 6,225
    MCDONALDS CORP 2,734 4,617
    MEDTRONIC PLC 1,740 2,092
    MERCK & CO INC NEW 5,364 7,717
    METLIFE INC 3,481 4,434
    MICROSOFT CORP 2,303 6,500
    MONELEZ INTL INC 4,559 4,363
    NATIONAL OILWELL VARCO INC 1,332 565
    NESTLE S A REG ADR 4,958 5,748
    NEXTERA ENERGY INC 1,572 3,650
    NOW INC 1,044 442
    NUANCE COMMUNICATIONS INC 1,413 1,257
    NUCOR CORP 2,329 3,212
    P P G INDUSTRIES INC 3,387 5,214
    PENTAIR PLC 703 642
    PEPSICO INCORPORATED 2,202 2,541
    PFIZER INCORPORATED 3,954 5,544
    PHILLIPS 66 3,681 4,049
    PNC FINANCIAL SERVICES GROUP 4,413 3,624
    PROCTER & GAMBLE CO 5,028 5,883
    QURATE RETAIL INC 1,263 1,757
    RAYTHEON COMPANY 1,388 3,220
    SCHLUMBERGER LTD 5,359 2,634
    SEAGATE TECHNOLOGIES PLC 3,439 4,747
    SYSCO CORPORATION 2,615 3,948
    TE CONNECTIVITY LTD 3,194 6,807
    TEXAS INSTRUMENTS INC 2,465 6,899
    TRAVELERS COS INC/THE 1,709 2,874
    TWITTER INC 4,277 6,179
    UNION PACIFIC CORP 2,842 4,838
    UNITED PARCEL SERVICE-B 2,983 3,511
    UNITEDHEALTH GROUP INC 3,356 11,460
    US BANCORP NEW 5,172 4,433
    VERIZON COMMUNICATIONS COM 2,243 2,867
    VERTEX PHARMACEUTICALS INC 1,911 4,971
    VISA INC CLASS A 3,444 5,146
    VULCAN MATERIALS COMPANY 642 692
    WASTE MGMT INC DEL 2,049 4,450
    WEC ENERGY GROUP INC 2,602 4,156
    WESTERN DIGITAL CORP 3,260 2,329
    WILLIAMS COMPANIES INC 4,038 3,285
    ZOETIS INC CLASS A 2,583 5,132
    3M CO 2,210 3,620
    ALPHABET INC VOTING CAP STK CL A 101,542 99,271
    APPLE INC 86,375 173,514
    BROADCOM LTD 24,932 24,157
    NIKE INC CLASS B 74,682 87,485
    STANLEY BLACK & DECKER 49,732 55,679
    UNITEDHEALTH GROUP INC 297,000 336,312

    TY 2018 InvestmentsOtherSchedule2
    Name:
    SIMPSON FAMILY FOUNDATION
    EIN:
    45-4035780
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SPDR DOW JONES INDL ETF AVERAGE ETF TR AT COST 72,585 141,086

    TY 2018 OtherExpensesSchedule
    Name:
    SIMPSON FAMILY FOUNDATION
    EIN:
    45-4035780
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MINNESOTA ANNUAL FILING FEE 26 0   26
    MISCELLANEOUS EXPENSE 34 0   0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    SIMPSON FAMILY FOUNDATION
    EIN:
    45-4035780
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKERAGE FEES 4,590 4,590   0


    TY 2018 TaxesSchedule
    Name:
    SIMPSON FAMILY FOUNDATION
    EIN:
    45-4035780
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 108 108   0
    EXCISE TAX ON INVESTMENT INCOME 253 0   0