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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Simpkins Family Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 1179
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Sharpes, FL32959
A Employer identification number

47-2225459
B Telephone number (see instructions)

(321) 636-0200
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$7,166,121J 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) 4,722,620
2 Check bullet.............
3 Interest on savings and temporary cash investments 157 157 157
4 Dividends and interest from securities... 41,763 41,763 41,763
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 2,315,170
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 4,764,540 2,357,090 41,920
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,000      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... 0      
c Other professional fees (attach schedule).... Click to see attachment 1,000      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 0      
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 70 70 70  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,070 70 70 0
25 Contributions, gifts, grants paid....... 87,450 0
26 Total expenses and disbursements. Add lines 24 and 25 95,520 70 70 0
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,669,020
b Net investment income (if negative, enter -0-) 2,357,020
c Adjusted net income (if negative, enter -0-)... 41,850
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............      
2 Savings and temporary cash investments......... 395,030 4,543,834 4,543,834
3 Accounts receivable bullet252,335
Less: allowance for doubtful accounts bullet     252,335 252,335
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).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
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)....... 1,833,782 Click to see attachment2,369,952 2,369,952
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,228,812 7,166,121 7,166,121
Liabilities 17 Accounts payable and accrued expenses.......... 2,000 0
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22)......... 2,000 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,226,812 7,166,121
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,226,812 7,166,121
30 Total liabilities and net assets/fund balances (see instructions). 2,228,812 7,166,121
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,226,812
2
Enter amount from Part I, line 27a .....................
2
4,669,020
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
342,472
4
Add lines 1, 2, and 3 ..........................
4
7,238,304
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
72,183
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,166,121
Form 990-PF (2020)
Form 990-PF (2020)
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 Jackson National Annuity D 2016-05-06 2020-11-12
b John Hancock Annuity D 2006-02-21 2020-11-11
c 0 P 2020-06-15 2020-07-06
d 67 3M COMPANY P 2020-06-15 2020-07-06
e 139 ABBVIE P 2020-06-15 2020-07-06
146 ADOBE P 2019-11-12 2020-02-28
521 ALEXION PHARMS P 2019-04-10 2020-06-15
34 ALPHABET CL A P 2020-02-28 2020-02-28
3 ALPHABET CL C P 2020-02-28 2020-07-06
418 ALTRIA GROUP P 2019-11-12 2020-07-06
16 AMAZON P 2019-04-10 2020-07-06
443 AMER EXPRESS P 2020-03-06 2020-05-21
2385 AMERICAN AIRLS GROUP P 2020-01-16 2020-02-28
196 AMGEN P 2019-04-10 2020-02-28
233 ANTHEM P 2019-05-08 2020-02-28
96 APPLE P 2017-06-30 2020-07-06
894 AT&T P 2020-05-21 2020-07-06
1217 AT&T P 2018-05-16 2020-02-28
316 BAIDU SPON ADR P 2020-01-16 2020-02-28
566 BIOMARIN PHARM P 2019-05-08 2020-02-28
297 BOEING COMPANY P 2020-02-28 2020-06-15
742 CADENCE DESIGN SYS P 2020-03-06 2020-07-06
460 CATERPILLAR DEL P 2019-04-10 2020-02-28
673 CHEVRON CORP P 2019-04-10 2020-02-28
816 CISCO SYSTEMS P 2019-08-23 2020-07-31
755 CITIGROUP NEW P 2020-02-28 2020-05-21
483 COCA COLA P 2019-04-10 2020-02-28
66 COCA COLA P 2019-04-10 2020-07-06
593 CSX CORP P 2019-09-06 2020-02-28
321 CVS HEALTH CORP P 2018-05-16 2020-06-15
438 DISNEY (WALT) CO STK P 2019-11-12 2020-07-06
1090 DUPONT DE NEMOURS P 2020-01-16 2020-02-28
786 EOG RESOURCES P 2020-02-28 2020-03-20
1782 EXXON MOBIL CORP P 2019-05-24 2020-02-28
43 FACEBOOK CLASS A P 2020-02-28 2020-06-15
876 FIRST TR NASDQ 100 EQ P 2020-01-16 2020-02-28
1083 FIRST TRUST CAPITAL P 2020-01-16 2020-02-28
484 FISERV WISC PV 1CT P 2020-06-15 2020-07-06
7123 FORD MOTOR CO P 2019-08-23 2020-01-16
2385 FOX CORP CL B P 2020-02-28 2020-07-31
60 GENL DYNAMICS CORP P 2020-05-21 2020-07-06
703 GILEAD SCIENCES P 2020-05-21 2020-07-06
38 GOLDMAN SACHS GROUP P 2019-11-12 2020-02-28
256 GOLDMAN SACHS GROUP P 2017-05-17 2020-02-28
430 INTEL CORP P 2020-07-06 2020-07-24
686 INTEL CORP P 2019-07-01 2020-07-24
570 JOHNSON AND JOHNSON P 2019-08-23 2020-02-28
941 JPMORGAN CHASE & CO P 2020-04-20 2020-06-15
1944 KRAFT (THE) HEINZ CO P 2020-02-28 2020-04-20
1038 MARRIOTT INTL NEW A P 2019-05-24 2020-01-16
868 MAXIM INTEGRATED PRODS P 2019-11-12 2020-04-20
177 MERCK AND CO P 2020-06-15 2020-07-06
44 MICROCHIP TECHNOLOGY P 2020-02-28 2020-06-15
123 MICROSOFT CORP P 2019-05-24 2020-06-15
5161 MYLAN N.V P 2020-03-06 2020-06-16
24 NVIDIA P 2019-05-24 2020-01-16
50 NVIDIA P 2019-05-24 2020-06-15
442 NXP SEMICONDUCTORS N.V. P 2020-06-15 2020-07-06
1527 OCCIDENTAL PETE CORP CAL P 2020-02-28 2020-03-20
139 PAYPAL HOLDINGS P 2020-02-28 2020-06-15
300 RAYTHEON CO DELAWARE NEW P 2019-05-24 2020-02-28
1751 SCHLUMBERGER LTD P 2019-07-01 2020-02-28
2690 SECTOR SPDR ENERGY P 2020-03-20 2020-06-15
880 TAKE TWO INTER SOFTWARE P 2019-04-10 2020-01-16
800 TRAVELERS COS P 2020-03-31 2020-07-06
1080 UNITED PARCEL SVC CL B P 2020-01-16 2020-02-28
239 UNITEDHEALTH GROUP P 2019-06-03 2020-02-28
16 UNITEDHEALTH GROUP P 2015-07-29 2020-01-16
0.3275 VIATRIS P 2020-07-06 2020-11-20
160 VISA CL A SHRS P 2020-03-06 2020-07-31
1046 WALGREENS P 2020-02-28 2020-04-20
140 WALMART P 2020-03-20 2020-07-06
531 WALMART P 2017-11-03 2020-02-28
278 WORKDAY CL A P 2020-02-28 2020-07-06
867 WSTN DIGITAL CORP DEL P 2020-03-06 2020-06-15
(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 1,684,428 0 1,117,173 567,255
b 2,790,774 0 1,000,000 1,790,774
c 0 0 0 0
d 10,594 0 10,551 43
e 13,823 0 12,913 910
48,906 0 42,765 6,141
57,551 0 55,779 1,772
44,059 0 40,503 3,556
4,428 0 3,855 573
17,302 0 19,412 -2,110
43,370 0 29,409 13,961
39,779 0 47,354 -7,575
47,667 0 66,873 -19,206
39,175 0 37,676 1,499
59,547 0 61,246 -1,699
32,763 0 13,860 18,903
29,458 0 28,431 1,027
42,145 0 39,108 3,037
36,966 0 44,463 -7,497
50,011 0 45,495 4,516
56,282 0 65,589 -9,307
72,681 0 47,429 25,252
55,716 0 62,830 -7,114
61,091 0 80,873 -19,782
37,907 0 37,981 -74
34,216 0 47,331 -13,115
24,463 0 22,303 2,160
2,967 0 3,081 -114
41,270 0 40,022 1,248
20,428 0 21,240 -812
50,830 0 60,999 -10,169
46,598 0 66,795 -20,197
27,897 0 47,142 -19,245
86,491 0 124,161 -37,670
9,974 0 8,026 1,948
59,858 0 66,755 -6,897
59,198 0 66,863 -7,665
48,201 0 48,269 -68
65,601 0 62,753 2,848
60,759 0 69,597 -8,838
8,841 0 8,272 569
48,108 0 46,785 1,323
7,500 0 7,573 -73
51,691 0 54,970 -3,279
22,317 0 24,408 -2,091
34,870 0 32,811 2,059
77,539 0 74,756 2,783
95,749 0 97,655 -1,906
57,545 0 47,412 10,133
123,972 0 103,119 20,853
45,488 0 50,605 -5,117
14,075 0 13,075 1,000
4,448 0 3,960 488
23,553 0 11,896 11,657
85,370 0 91,574 -6,204
5,929 0 3,561 2,368
18,338 0 7,419 10,919
51,297 0 48,297 3,000
15,816 0 47,101 -31,285
21,871 0 14,657 7,214
56,987 0 54,034 2,953
46,053 0 69,049 -22,996
107,143 0 69,047 38,096
131,839 0 93,198 38,641
85,384 0 95,706 -10,322
100,641 0 115,194 -14,553
60,908 0 58,671 2,237
4,739 0 2,116 2,623
6 0 5 1
30,978 0 29,198 1,780
46,283 0 47,346 -1,063
16,048 0 15,907 141
56,314 0 47,609 8,705
53,958 0 47,388 6,570
37,154 0 47,477 -10,323
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 0 567,255
b 0 0 0 1,790,774
c 0 0 0 0
d 0 0 0 43
e 0 0 0 910
0 0 0 6,141
0 0 0 1,772
0 0 0 3,556
0 0 0 573
0 0 0 -2,110
0 0 0 13,961
0 0 0 -7,575
0 0 0 -19,206
0 0 0 1,499
0 0 0 -1,699
0 0 0 18,903
0 0 0 1,027
0 0 0 3,037
0 0 0 -7,497
0 0 0 4,516
0 0 0 -9,307
0 0 0 25,252
0 0 0 -7,114
0 0 0 -19,782
0 0 0 -74
0 0 0 -13,115
0 0 0 2,160
0 0 0 -114
0 0 0 1,248
0 0 0 -812
0 0 0 -10,169
0 0 0 -20,197
0 0 0 -19,245
0 0 0 -37,670
0 0 0 1,948
0 0 0 -6,897
0 0 0 -7,665
0 0 0 -68
0 0 0 2,848
0 0 0 -8,838
0 0 0 569
0 0 0 1,323
0 0 0 -73
0 0 0 -3,279
0 0 0 -2,091
0 0 0 2,059
0 0 0 2,783
0 0 0 -1,906
0 0 0 10,133
0 0 0 20,853
0 0 0 -5,117
0 0 0 1,000
0 0 0 488
0 0 0 11,657
0 0 0 -6,204
0 0 0 2,368
0 0 0 10,919
0 0 0 3,000
0 0 0 -31,285
0 0 0 7,214
0 0 0 2,953
0 0 0 -22,996
0 0 0 38,096
0 0 0 38,641
0 0 0 -10,322
0 0 0 -14,553
0 0 0 2,237
0 0 0 2,623
0 0 0 1
0 0 0 1,780
0 0 0 -1,063
0 0 0 141
0 0 0 8,705
0 0 0 6,570
0 0 0 -10,323
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 2,315,170
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 -112,290
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 32,763
c All other domestic foundations enter 1.39% 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 32,763
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 32,763
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,640
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,360
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -41000 7 41,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 10
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 8,227
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet8,227 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 the instructions
for the 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)
    bulletFL
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletRobin Godber Telephone no.bullet (321) 636-0200

    Located atbullet400 High Point Dr Suite 500CocoaFL ZIP+4bullet329266661
    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 2020, 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
     
     
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
     
    .........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
    BWSimpkinsDec'd 10-16-20 Dir., Pres.
    2.00     		0 0 0
    110 STwin Lakes Road
    Cocoa,FL32926
    Jill KSimpkins Dir., Pres.
    2.00     		1,000 0 0
    844 Riverside Drive
    Ormond Beach,FL32176
    Bernard Blake Hunter Director
    2.00     		1,000 0 0
    131 Calm Water Cove
    Lake Mary,FL32746
    Adam Agner Crouch Director
    2.00     		1,000 0 0
    11 Palmetto Dunes Ct
    Ormond Beach,FL32174
    Brittany Sobering Director
    2.00     		1,000 0 0
    921 Arabian Ave
    Winter Springs,FL32708
    Kyle Jakubcin Director
    2.00     		1,000 0 0
    1508 Corkery Ct
    Winter Springs,FL32708
    Susan Timmins Dir, Secy, Treas
    2.00     		1,000 0 0
    4365 Comfort Street
    Cocoa,FL32926
    Robin Godber Chief Accounting Officer
    2.00     		1,000 0 0
    832 Nottingham Street
    Orlando,FL32803
    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 (2020)
    Form 990-PF (2020)
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    2,113,454
    b
    Average of monthly cash balances.......................
    1b
    758,052
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,871,506
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,871,506
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    43,073
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,828,433
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    141,422
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    141,422
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    32,763
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    32,763
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    108,659
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    108,659
    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
    108,659
    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
    0
    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
     
    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
    0
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 108,659
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 7,489
    c From 2017...... 8,155
    d From 2018...... 15,523
    e From 2019...... 4,060
    fTotal of lines 3a through e........ 35,227
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, 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)........     		0
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (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 35,227
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		108,659
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		35,227
    10 Analysis of line 9:
    a Excess from 2016.... 7,489
    b Excess from 2017.... 8,155
    c Excess from 2018.... 15,523
    d Excess from 2019.... 4,060
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    Bernard W Simpkins
    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.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    St Luke's Lutheran Church
    2021 W SR 426
    Oviedo,FL32765     		  Public Unrestricted 1,300
    Help Hope Live
    60 Sylvania Place
    Ormond Beach,FL32174     		  Public Unrestricted 650
    71 MVP Inc
    2613 Winnemissette Oaks Drive
    Deland,FL32724     		  Public Unrestricted 1,000
    American Heart Association Inc
    237 East Marks Street
    Orlando,FL32803     		  Public Unrestricted 7,000
    Aging Matters in Brevard
    3600 W King St
    Cocoa,FL32926     		  Public Unrestricted 5,500
    Ashland City Free Will Baptist Churchfor SCPS
    100 West Elm Street
    Ashland City,TN37015     		  Public Unrestricted 1,000
    Bob Tebow Evangelistic Association
    8834-F Goodbys Executive Drive
    Jacksonville,FL32217     		  Public Unrestricted 1,000
    Boys & Girls Clubs of Central Florida
    101 East Colonial Drive
    Orlando,FL32802     		  Public Unrestricted 5,000
    Brevard Schools Foundation Inc
    2700 Judge Fran Jamieson Way
    Viera,FL32940     		  Public Unrestricted 5,000
    Cannonball Kids Cancer Foundation Inc
    P O Box 547797
    Orlando,FL32854     		  Public Unrestricted 2,500
    Cheatham Cty Veteran Mem Park
    P O Box 52
    Ashland City,TN37015     		  Public Unrestricted 1,000
    Crosswind Youth Services Inc
    1407 Dixon Blvd
    Cocoa,FL32922     		  Public Unrestricted 2,500
    Dr Mary McLeod Bethune
    220 S Ridgewood Avenue
    Daytona Beach,FL32114     		  Public Unrestricted 10,000
    Eastern Florida State College Foundation
    3865 N Wickham Rd
    Melbourne,FL32935     		  Public Unrestricted 2,000
    Elderly Comp Care METCA MCDC
    2729 Lipscomb Street
    Melbourne,FL32901     		  Public Unrestricted 1,000
    FACT Foster Adoptive Caregivers Team
    14244 Paradise Tree Drive
    Orlando,FL32828     		  Public Unrestricted 6,000
    Florida Southern College
    111 Lake Hollingsworth Drive
    Lakeland,FL33801     		  Public Unrestricted 5,000
    Fl United Methodist Children's Home
    51 Childrens Way
    Enterprise,FL32725     		  Public Unrestricted 5,000
    FUMC of Ormond Beach
    336 S Halifax Dr
    Ormond Beach,FL32176     		  Public Unrestricted 2,000
    FUMC of Winter Park
    125 N Interlachen Ave
    Winter Park,FL32789     		  Public Unrestricted 1,000
    Halifax Hospice Inc
    3800 Woodbriar Trail
    Port Orange,FL32129     		  Public Unrestricted 500
    Heart for Africa Inc
    P O Box 1308
    Roswell,GA30077     		  Public Unrestricted 1,000
    MOAS Museum of Arts & Sciences
    352 South Nova Road
    Daytona Beach,FL32114     		  Public Unrestricted 2,500
    Mototsports Charities Inc
    One Daytona Boulevard
    Daytona Beach,FL32114     		  Public Unrestricted 2,500
    Nat'l Child Safety Council
    Attn Officer Sayge Gray
    Cocoa,FL32922     		  Public Unrestricted 1,500
    Ormond Beach Community Found
    200 East Granada Blvd Suite 207
    Ormond Beach,FL32176     		  Public Unrestricted 2,500
    Pace Center for Girls
    208 Central Avenue
    Ormond Beach,FL32174     		  Public Unrestricted 2,500
    SMA Healthcare Foundation Inc
    150 Magnolia Ave
    Daytona Beach,FL32114     		  Public Unrestricted 5,500
    Southeast Volusia Humane Society
    1200 S Glencoe Rd
    New Smyrna Beach,FL32168     		  Public Unrestricted 1,000
    The NASCAR Foundation
    One Daytona Blvd 7th Floor
    Daytona Beach,FL32114     		  Public Unrestricted 2,500
    Total .................................bullet 3a 87,450
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 157  
    4 Dividends and interest from securities....     14 41,763  
    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 -42,850  
    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)..   -930  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -930
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 -Original Return Overpayment: -41,000


    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
    2020
    Name of the organization
    Simpkins Family Foundation Inc
     
    Employer identification number

    47-2225459
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Simpkins Family Foundation Inc
          		Employer identification number
    47-2225459
    Part I
    Contributors
    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
    Bernard W Simpkins
    110 S Twin Lakes Road
     
    Cocoa, FL32926

    		$ 4,722,620


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Simpkins Family Foundation Inc
          		Employer identification number

    47-2225459
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Simpkins Family Foundation Inc
          		Employer identification number

    47-2225459
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Simpkins Family Foundation Inc
    EIN:
    47-2225459
    Name of Stock End of Year Book Value End of Year Fair Market Value
    381 ABBVIE SHS 35394.9 40824.15 40,824 40,824
    417 ALLSTATE DEL 38374.47 45840.81 45,841 45,841
    70 ALPHABET SHS CL C 89952.8 122631.6 122,631 122,631
    968 ALTRIA GROUP 44952.95 39688 39,688 39,688
    35 AMAZON 64225.4 113992.55 113,993 113,993
    1120 APPLE 66907.67 148612.8 148,613 148,613
    994 APPLIED MATERIAL 58000.64 85782.2 85,782 85,782
    1250 AT&T 37186.51 35950 35,950 35,950
    207 BOEING COMPANY 30835.92 44310.42 44,310 44,310
    905 CHEVRON 77782.75 76427.25 76,427 76,427
    679 CISCO SYSTEMS 29757.4 30385.25 30,385 30,385
    843 COCA COLA 40010.63 46230.12 46,230 46,230
    582 CVS HEALTH 32971.46 39750.6 39,751 39,751
    2278 DELTA AIR LINES 62758.67 91598.38 91,598 91,598
    334 DISNEY (WALT) CO 35553.9 60514.12 60,514 60,514
    696 DOLLAR TREE 62198.08 75195.84 75,196 75,196
    742 EXPEDIA GROUP 62578.99 98240.8 98,241 98,241
    2046 EXXON MOBIL 82729.78 84336.12 84,336 84,336
    263 FACEBOOK 51879.65 71841.08 71,841 71,841
    257 GENL DYNAMICS 35522.45 38246.74 38,247 38,247
    264 JOHNSON AND JOHNSON 38578.66 41548.32 41,548 41,548
    404 JPMORGAN CHASE & CO 54519.01 51336.28 51,336 51,336
    106 LOCKHEED MARTIN 39046.69 37627.88 37,628 37,628
    477 MERCK AND CO 35235.03 39018.6 39,019 39,019
    586 MICROCHIP TECH 54563.24 80932.46 80,932 80,932
    499 MICROSOFT 68461 110987.58 110,988 110,988
    159 NVIDIA 29916.5 83029.8 83,030 83,030
    347 PAYPAL HOLDINGS 39388.35 81267.4 81,267 81,267
    471 PEPSICO 62806.34 69849.3 69,849 69,849
    1816 PFIZER 59531.97 66846.96 66,847 66,847
    225 VIATRIS 3278.52 4216.5 4,217 4,217
    100 VISA CL A 18248.77 21873 21,873 21,873
    319 WALMART 37561.95 45983.85 45,984 45,984
    240 3M COMPANY 37794.77 41949.6 41,950 41,950
    541 ISHARES CORE 185176.13 203085.99 203,086 203,086

    TY 2020 OtherDecreasesSchedule
    Name:
    Simpkins Family Foundation Inc
    EIN:
    47-2225459
    Description Amount
    Non deductible investment fees 18,971
    Capital Loss 42,855
    Book - 1099 realized gain on sale -5
    Income Tax Paid 10,362


    TY 2020 OtherExpensesSchedule
    Name:
    Simpkins Family Foundation Inc
    EIN:
    47-2225459
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Fees 0      
    State Filing Fee 70 70 70  


    TY 2020 OtherIncreasesSchedule
    Name:
    Simpkins Family Foundation Inc
    EIN:
    47-2225459
    Description Amount
    Unrealized change in investment valuations 342,472


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Simpkins Family Foundation Inc
    EIN:
    47-2225459
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Sam Bockman Financial Advise 1,000