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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
SIMMONS FIRST FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 7009
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PINE BLUFF, AR71611
A Employer identification number

46-4607601
B Telephone number (see instructions)

(870) 541-1243
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$17,138,384J 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) 2,539,089
2 Check bullet.............
3 Interest on savings and temporary cash investments 534 534  
4 Dividends and interest from securities... 317,026 317,026  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 172,084
b Gross sales price for all assets on line 6a 3,815,261
7 Capital gain net income (from Part IV, line 2)... 172,084
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........ 3,028,733 489,644 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
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 9,800 4,900 0 0
c Other professional fees (attach schedule).... Click to see attachment 3,399 0 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,536 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,735 4,900 0 0
25 Contributions, gifts, grants paid....... 1,500,494 1,500,494
26 Total expenses and disbursements. Add lines 24 and 25 1,517,229 4,900 0 1,500,494
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,511,504
b Net investment income (if negative, enter -0-) 484,744
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 4,339,448 3,452,667 3,452,667
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) 923,732 Click to see attachment973,228 973,228
b Investments—corporate stock (attach schedule)....... 6,890,826 Click to see attachment9,442,437 9,442,437
c Investments—corporate bonds (attach schedule)....... 2,426,490 Click to see attachment3,270,052 3,270,052
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis 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) 14,580,496 17,138,384 17,138,384
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 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........... 5,039,885 7,930,112
25 Net assets with donor restrictions............ 9,540,611 9,208,272
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)..... 14,580,496 17,138,384
30 Total liabilities and net assets/fund balances (see instructions). 14,580,496 17,138,384
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
14,580,496
2
Enter amount from Part I, line 27a .....................
2
1,511,504
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,046,384
4
Add lines 1, 2, and 3 ..........................
4
17,138,384
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 29 .
6
17,138,384
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICLY 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 3,815,261   3,643,177 172,084
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       172,084
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 2 172,084
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 3 172,084
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 6,738
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 6,738
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,695
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,695
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 32
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,075
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 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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$ 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
    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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAR
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletDAVID GARNER Telephone no.bullet (870) 541-1243

    Located atbulletPO BOX 7009PINE BLUFFAR ZIP+4bullet71611
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    J THOMAS MAY PRESIDENT
    0.00     		0 0 0
    PO BOX 7009
    PINE BLUFF,AR71611
    ROBERT L SHOPTAW DIRECTOR
    0.00     		0 0 0
    21 RIVER RIDGE CIRCLE
    LITTLE ROCK,AR72227
    DR HARRY L RYBURN DIRECTOR
    0.00     		0 0 0
    6 HILLCROFT
    PINE BLUFF,AR71603
    DR KALEYBRA MITCHELL DIRECTOR
    0.00     		0 0 0
    PO BOX 242093
    LITTLE ROCK,AR72223
    GEORGE MAKRIS DIRECTOR
    0.00     		0 0 0
    2111 BEECHWOOD STREET
    LITTLE ROCK,AR72207
    MARTY D CASTEEL DIRECTOR
    0.00     		0 0 0
    1023 WEST 50TH
    PINE BLUFF,AR71603
    MARY PRINGOS DIRECTOR
    0.00     		0 0 0
    2800 SOUTH ARKANSAS HWY 88
    ALTHEIMER,AR72004
    SCOTT MCGEORGE DIRECTOR
    0.00     		0 0 0
    15 WESTRIDGE
    PINE BLUFF,AR71603
    CARLA MARTIN DIRECTOR
    0.00     		0 0 0
    1002 ROSSWOOD COLONY DRIVE
    PINE BLUFF,AR71603
    CATHERINE SMART DIRECTOR
    0.00     		0 0 0
    501 SOUTH MAIN
    PINE BLUFF,AR71601
    PAT ANDERSON DIRECTOR
    0.00     		0 0 0
    501 SOUTH MAIN STREET
    PINE BLUFF,AR71601
    STEVE MASSANELLI DIRECTOR
    0.00     		0 0 0
    501 S MAIN STREET
    PINE BLUFF,AR71601
    ROBERT FEHLMAN DIRECTOR
    0.00     		0 0 0
    501 S MAIN STREET
    PINE BLUFF,AR71601
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    11,963,376
    b
    Average of monthly cash balances.......................
    1b
    1,504,250
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,467,626
    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
    13,467,626
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    202,014
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    13,265,612
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    663,281
    Part X
    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 IX, line 6..................
    1
    663,281
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,738
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,738
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    656,543
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    656,543
    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 XII, line 1 ...
    7
    656,543
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 656,543
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 281,024
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,500,494
    a Applied to 2020, but not more than line 2a 281,024
    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 2021 distributable amount..... 656,543
    e Remaining amount distributed out of corpus 562,927
    5 Excess distributions carryover applied to 2021. 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 5 562,927
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		562,927
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 562,927
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    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:
    SHANNON MORGAN
    PO BOX 7009
    PINE BLUFF,AR71611
    (870) 541-1102
    SHANNON.MORGAN@SIMMONSFIRST.COM
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN FORMAT
    cAny submission deadlines:
    DETERMINED BY THE BOARD
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    DETERMINED BY THE BOARD
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ACCESS INC
    211 W 3RD AVENUE SUITE 245
    PINE BLUFF,AR71601     		  PC ACCESS CARES 10,000
    AFFORDABLE HOUSING RESOURCES INC
    50 VANTAGE WAY SUITE 107
    NASHVILLE,TN37228     		  PC AFFORDABLE HOUSING 5,000
    AMERICAN CANCER SOCIETY - WICHITA OFFICE
    1100 PENNSYLVANIA AVENUE
    KANSAS CITY,MO64105     		  PC HPV CANCER FREE VIDEO 2,500
    AMERICAN RED CROSS OF NORTHEAST ARKANSAS
    2416 SOUTH MADISON STREET
    JONESBORO,AR72401     		  PC ARKANSAS DISASTER CYCLE SERVICES 1,000
    ARKANSAS FOOD BANK
    4301 W 65TH STREET
    LITTLE ROCK,AR72209     		  PC COMMUNITY SERVICE 5,300
    ARTS & SCIENCE CENTER FOR SOUTHEAST ARKANSAS
    701 S MAIN STREET
    PINE BLUFF,AR71601     		  PC RUBE GOLDBERG PROJECT 3,934
    AT LAST INC
    11700 PRESTON ROAD SUITE 660-116
    DALLAS,TX75230     		  PC AT LAST - THE URBAN BOARDING EXPERIENCE 25,000
    BIG BROTHERSBIG SISTERS OF THE OZARKS
    3372 W BATTLEFIELD
    SPRINGFIELD,MO65807     		  PC THINK BIG CAN MAKE IT BETTER 13,500
    BOST INC
    P O BOX 11495
    FORT SMITH,AR72917     		  PC SENSORY SOLUTIONS ROOM FOR CHILDREN 21,900
    BOYS & GIRLS CLUB OF FAULKNER COUNTY
    P O BOX 488
    CONWAY,AR72034     		  PC UPGRADING TECHNOLOGY 11,340
    BOYS & GIRLS CLUB OF NORTHWEST TENNESSEE
    1015 E COLLEGE STREET
    UNION CITY,TN38261     		  PC FUN WITH A PURPOSE 25,000
    BOYS & GIRLS CLUB OF WEST MISSOURI
    3100 AARON AVENUE
    SEDALIA,MO65301     		  PC STORY SCHOLARS 24,000
    CASA OF THE 2ND JUDICIAL DISTRICT
    101 S CHURCH STREET SUITE 303
    JONESBORO,AR72401     		  PC CHANGE A CHILD'S STORY 2,000
    CCSI & CHRISTIAN COMMUNITY SERVICES INC
    601 BENTON AVENUE SUITE B
    NASHVILLE,TN37204     		  PC AFFORDABLE HOUSING 5,000
    CENTERS FOR YOUTH AND FAMILIES
    P O BOX 251801
    LITTLE ROCK,AR72225     		  PC IMPROVING SERVICES FOR YOUTH AT THE CENTERS - MONTICELLO 20,000
    CENTRAL PLAINS HEALTH CARE PARTNERSHIP
    1102 S HILLSIDE
    WICHITA,KS67211     		  PC PROJECT ACCESS: COORDINTING HEALTH CARE DURING COVID-19 1,000
    CHILDREN'S ADVOCACY CENTER OF SE ARKANSAS
    211 W 3RD AVENUE SUITE 130
    PINE BLUFF,AR71601     		  PC VICTIM CHILDREN'S FORENSIC EQUIPMENT PROJECT 13,921
    CITY GARDEN MONTESSORI SCHOOL
    1618 TOWER GROVE AVENUE
    ST LOUIS,MO63110     		  PC OUTDOOR EDUCATION AT CITY GARDEN MONTESSORI 7,080
    CITY YOUTH MINISTRIES
    P O BOX 627
    JONESBORO,AR72403     		  PC TECHNOLOGY EQUALITY FOR TODAY'S YOUTH 11,250
    COMMUNITY ACTION AGENCY OF OKC & OKLAHOMACANADIAN CO
    319 SW 25TH STREET
    OKLAHOMA CITY,OK73109     		  PC AFFORDABLE HOUSING 5,000
    COMMUNITY DEV CORP OF BENTONVILLEBELLA VISTA
    808 N MAIN STREET SUITE 1
    BENTONVILLE,AR72712     		  PC AFFORDABLE HOUSING 2,500
    COMMUNITY DEVELOPMENT CORP OF BENTONVILLEBELLA VISTA
    808 N MAIN STREET SUITE 1
    BENTONVILLE,AR72712     		  PC AFFORDABLE HOUSING 3,500
    CONWAY PUBLIC SCHOOLS
    P O BOX 627
    CONWAY,AR72033     		  PC ELEMENTARY SCHOOL CARE CLOSET 1,000
    CROWLEY'S RIDGE DEVELOPMENT COUNCIL INC
    2401 FOX MEADOW LANE
    JONESBORO,AR72403     		  PC AFFORDABLE HOUSING 6,250
    DALLAS ENTREPRENEUR CENTER
    3662 W CAMP WISDOM ROAD
    DALLAS,TX75237     		  PC ECONOMIC DEVELOPMENT 2,500
    ELEVATE BRANSON
    310 GRETNA ROAD
    BRANSON,MO65616     		  PC ELEVATE WORK & ELEVATE KIDS 1,000
    EXCHANGE CLUB CARL PERKINS CHILDREN & YOUTH SERVICES
    182 LEXINGTON AVENUE
    JACKSON,TN38301     		  PC DISASTER RECOVERY 20,000
    FORT SMITH BOYS & GIRLS CLUB
    4905 NORTH O STREET
    FORT SMITH,AR72904     		  PC STEPHENS UNIT GYM FLOOR 26,000
    FORT SMITH CHILDREN'S SHELTER
    3015 S 14TH STREET
    FORT SMITH,AR72901     		  PC GETREAL24 - LIFE SKILLS ACTIVITY CENTER 1,000
    FRIENDSHIP ASPIRE ARKANSAS
    300 S IZARD STREET
    LITTLE ROCK,AR72201     		  PC CHORUS PROJECT - PHASE I 6,500
    GO FORWARD PINE BLUFF
    P O BOX 6316
    PINE BLUFF,AR71611     		  PC EDUCATION PROGRAMS 10,000
    GO FORWARD PINE BLUFFTHE GENERATOR
    P O BOX 6316
    PINE BLUFF,AR71611     		  PC PB EDUCATION ENDOWMENT 500,000
    GOOD SHEPHERD CLINIC
    222 NW 12TH STREET
    OKLAHOMA CITY,OK73103     		  PC PEDIATRIC DENTAL CLINIC 1,000
    GOOD SHEPHERD MINISTRIES OF OKLAHOMA
    222 NW 12TH STREET
    OKLAHOMA CITY,OK73103     		  PC PEDIATRIC DENTAL CLINIC 1,000
    HOPE INCHOPE PROPERTIES
    2137 N BATTIN
    WICHITA,KS67208     		  PC AFFORDABLE HOUSING 8,500
    HABITAT FOR HUMANITY
    520 W MONROE
    JONESBORO,AR72401     		  PC AFFORDABLE HOUSING 6,250
    HABITAT FOR HUMANITY OF WASHINGTON COUNTY ARKANSAS
    1421 E 15TH STREET
    FAYETTEVILLE,AR72701     		  PC AFFORDABLE HOUSING 13,625
    HISPANIC COMMUNITY SERVICES
    211 VANDYNE STREET
    JONESBORO,AR72401     		  PC HISPANIC EMERGING LEADERS PROGRAM 1,000
    HISPANIC COMMUNITY SERVICES INC
    211 VANDYNE STREET
    JONESBORO,AR72401     		  PC HISPANIC EMERGING LEADERS PROGRAM 4,375
    HURRICANE HYPE CENTER
    3319 S OHIO STREET
    PINE BLUFF,AR71601     		  PC HYPE FITNESS PARK 24,435
    IMPACT VENTURES
    1808 S GOOD LATIMER EXPY
    DALLAS,TX75226     		  PC ECONOMIC DEVLOPMENT 10,000
    JONAH AFFORDABLE HOUSING ORGANIZATION
    P O BOX 7444
    JACKSON,TN38302     		  PC AFFORDABLE HOUSING 4,000
    JR ACHIEVEMENT OF MEMPHIS & MID-SOUTH
    P O BOX 1015
    CORDOVA,TN38088     		  PC JR. ACHIEVEMENT INSPIRE CAREER EXPLORATION 22,500
    JUNIOR ACHIEVEMENT OF MEMPHIS AND THE MID-SOUTH
    P O BOX 1015
    CORDOVA,TN38088     		  PC JR. ACHIEVEMENT INSPIRE CAREER EXPLORATION 10,000
    LANE COLLEGE
    545 LANE AVENUE
    JACKSON,TN38301     		  PC COMMUNITY SERVICE 14,250
    LINCOLN YOUTH ADVENTURE PARK
    201 E SCHOOL STREET
    LINCOLN,AR72744     		  PC LINCOLN YOUTH ADVENTURE CLUB 1,000
    MEMPHIS AREA LEGAL SERVICES
    22 N FRONT STREET
    MEMPHIS,TN38103     		  PC COMMUNITY SERVICE 5,000
    MENNONITE REHABILITATION HOUSING SERVICES INC
    2145 N TOPEKA STREET
    WICHITA,KS67214     		  PC AFFORDABLE HOUSING 8,625
    MENNONITE REHABILITATION SERVICES INC
    2145 N TOPEKA STREET
    WICHITA,KS67214     		  PC AFFORDABLE HOUSING 7,500
    MONETTE FIRST BAPTIST CHURCH
    18847 AR-18
    MONETTE,AR72447     		  PC DISASTER RECOVERY 5,000
    MOUNTAIN VIEW FAMILY YOUTH CENTER
    306 BAY STREET
    MOUNTAIN VIEW,MO65548     		  PC HVAC REPLACEMENT 25,000
    NEIGHBOR TO NEIGHBOR
    1419 PINE STREET
    PINE BLUFF,AR71601     		  PC COMMUNITY SERVICE 2,500
    NEIGHBORHOOD HOUSING SERVICES OF OKLAHOMA
    4101 N CLASSEN
    OKLAHOMA CITY,OK73118     		  PC COMMUNITY SERVICE 2,500
    NEW LIFE EMPOWERMENT DEVELOPMENT CENTERS INC
    2109 N CHURCH STREET
    JONESBORO,AR72401     		  PC EMPOWERMENT ON THE GO 21,042
    OKC HOUSING SERVICES REDEVELOPMENT CORP
    400 W 23RD STREET
    OKLAHOMA CITY,OK73103     		  PC AFFORDABLE HOUSING 7,500
    OKLAHOMA STATE UNIVERSITY - OKLAHOMA CITY
    400 S MONROE
    STILLWATER,OK74074     		  PC COMMUNITY SERVICE 5,000
    OZARK MISSION PROJECT
    2309 DURWOOD ROAD
    LITTLE ROCK,AR72207     		  PC CONSTRUCTION MATERIALS FOR STRONGER ARKANSAS COMMUNITIES 25,000
    OZARKS REGIONAL YMCA
    1901 E REPUBLIC
    SPRINGFIELD,MO65804     		  PC INTERACTIVE GYM FOR TEENS 20,000
    PARTNERS FOR BETTER HOUSING
    88 E 4TH STREET
    FAYETTEVILLE,AR72701     		  PC AFFORDABLE HOUSING 8,500
    POSITIVELY PASEO
    400 NW 23RD STREET
    OKLAHOMA CITY,OK73013     		  PC AFFORDABLE HOUSING 8,125
    PULASKI COUNTY FRIENDS OF CASA
    3001 W ROOSEVELT ROAD
    LITTLE ROCK,AR72204     		  PC PIVOT 7,516
    REACHING FOR LIFE INC
    113 KNIGHT HAVEN CIRCLE
    STAR CITY,AR71667     		  PC COMMUNITY SERVICE 5,325
    RISE FOUNDATION
    1355 LYNNFIELD ROAD
    MEMPHIS,TN38119     		  PC ECONOMIC DEVELOPMENT 15,500
    RIVER CITY CAPITAL
    119 COURT SUITE 100
    MEMPHIS,TN38103     		  PC ECONOMIC DEVELOPMENT 25,000
    RONALD MCDONALD HOUSE CHARITIES OF ARKOMA INC
    1333 ARAPAHO AVENUE SUITE C
    SPRINGDALE,AR72764     		  PC RONALD MCDONALD CARE MOBILE 1,000
    SEARK CONCERT ASSOCIATION
    P O BOX 3072
    MONTICELLO,AR71655     		  PC SMARTS PROGRAM 26,000
    STARKEY
    4500 W MAPLE
    WICHITA,KS67209     		  PC COMMUNITY SERVICE 3,500
    TEAM INGRAM RAFORD COLLINS JACKSON BOXING CLUB
    437 RIVERSIDE DRIVE
    JACKSON,TN38301     		  PC BE FIRST 9,000
    TEXAS ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS
    1910 E MARTIN LUTHER KING JR BLVD
    AUSTIN,TX78702     		  PC AFFORDABLE HOUSING 15,000
    THE FOUNDATION OF ARTS
    315 E MONROE AVENUE
    JONESBORO,AR72401     		  PC HEALTHY ARTSY HABITS - HAPPY KIDS 1,000
    THE LEARNING CENTER
    2808 FOX MEADOW
    JONESBORO,AR72404     		  PC AIM FOR THE FUTURE 3,610
    THE LEARNING CENTER OF NE ARKANSAS
    2808 FOX MEADOW
    JONESBORO,AR72404     		  PC SENSORY PLAYGROUND 7,973
    THE NATURE CONSERVANCY
    601 N UNIVERSITY AVENUE 2
    LITTLE ROCK,AR72205     		  PC ENVIRONMENTAL 150,000
    THE PENCIL BOX
    2002 E 6TH STREET
    TULSA,OK74104     		  PC THE PENCIL BOX 1,000
    THE WORKS
    1471 GENESIS CIRCLE
    MEMPHIS,TN38106     		  PC AFFORDABLE HOUSING 10,000
    TIMOTHY HILL CHILDREN'S RANCH INC
    298 MIDDLE ROAD
    RIVERHEAD,NY11901     		  PC TIMOTHY HILL TRANSFORMING ARKANSAS YOUTH 1,000
    TRINITY CATHOLIC JUNIOR HIGH
    1205 S ALBERT PIKE
    FORT SMITH,AR72903     		  PC RETHINK YOUR DRINK & STAY SANITIZED 1,000
    TRUMANN SCHOOL DISTRICT
    221 N PINE AVENUE
    TRUMANN,AR72472     		  PC DISASTER RECOVERY 5,000
    UCA CENTER FOR COMMUNITY & ECONOMIC DEVELOPMENT
    201 DONAGHEY AVENUE BHCC SUITE 102
    CONWAY,AR72035     		  PC ECONOMIC DEVELOPMENT 5,000
    UNITED HOUSING
    2750 COLONY PARK DRIVE
    MEMPHIS,TN38118     		  PC AFFORDABLE HOUSING 15,000
    UNITED WAY OF NORTHEAST ARKANSAS
    407 UNION STREET
    JONESBORO,AR72401     		  PC VIRTUAL STUFF THE BUS 1,000
    UNITED WAY OF NORTHWEST ARKANSAS
    100 PARKWOOD STREET
    LOWELL,AR72745     		  PC DOLLY PARTON'S IMAGINATION LIBRARY 1,000
    UNITED WAY OF WEST TENNESSEE
    470 N PARKWAY
    JACKSON,TN38305     		  PC DISASTER RECOVERY 20,000
    UNIVERSITY OF ARKANSAS AT PINE BLUFF
    1200 N UNIVERSITY DRIVE
    PINE BLUFF,AR71601     		  PC PROJECT EXPERIMENT & DISSECTION 25,000
    URBAN LEAGUE OF MIDDLE TENNESSEE
    50 VANTAGE WAY SUITE 102
    NASHVILLE,TN37228     		  PC ECONOMIC DEVELOPMENT 8,750
    VERA LLOYD PRESBYTERIAN FAMILY SERVICES
    1501 N UNIVERSITY AVENUE SUITE 345
    LITTLE ROCK,AR72207     		  PC EMPOWER FOSTER YOUTH 33,118
    WHITE HALL FOOD PANTRY
    P O BOX 21617
    WHITE HALL,AR71612     		  PC COMMUNITY SERVICES 2,500
    WHITE HALL UNITED METHODIST CHURCH
    301 CHURCH DRIVE
    WHITE HALL,AR71602     		  PC GANDY FOOD BACKPACK PROGRAM 1,000
    WINGS OF HOPE CRISIS SERVICES
    3800 N WASHINGTON STREET
    STILLWATER,AR74075     		  PC REAR PLAYGROUND SECURITY WALL 3,000
    WOMEN'S FOUNDATION OF ARKANSAS
    400 W CAPITOL AVENUE SUITE 1242
    LITTLE ROCK,AR72201     		  PC ECONOMIC DEVELOPMENT 25,000
    YMCA OF METROPOLITAN FORT WORTH
    512 LAMAR STREET
    FORT WORTH,TX76102     		  PC Y FEEDS KIDS 1,000
    YOUTH AND FAMILY CENTER
    818 CASS AVENUE
    ST LOUIS,MO63106     		  PC YOUTH PROGRAMMING 1,000
    JEFFERSON COUNTY SHERRIF'S OFFICE
    410 E 2ND AVENUE
    PINE BLUFF,AR71601     		  PC COMMUNITY DEVELOPMENT 2,500
    Total .................................bullet 3a 1,500,494
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 534  
    4 Dividends and interest from securities ....          
    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 ............     		    18 172,084  
    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) .. 0 489,644 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    489,644
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    SIMMONS FIRST FOUNDATION INC
     
    Employer identification number

    46-4607601
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    SIMMONS FIRST FOUNDATION INC
          		Employer identification number
    46-4607601
    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
    SIMMONS BANK
     
    PO BOX 7009
     
    PINE BLUFF, AR71611

    		$ 2,500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    LUCILLE R TLAPEK
     
    PO BOX 241009
     
    LITTLE ROCK, AR72223

    		$ 10,000


    (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.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    SIMMONS FIRST FOUNDATION INC
          		Employer identification number

    46-4607601
    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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    SIMMONS FIRST FOUNDATION INC
          		Employer identification number

    46-4607601
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    SIMMONS FIRST FOUNDATION INC
    EIN:
    46-4607601
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,800 4,900 0 0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    SIMMONS FIRST FOUNDATION INC
    EIN:
    46-4607601
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PINE BLUFF COMMERICAL, INC 100,000 100,000
    3M COMPANY 30,701 30,701
    ALPHABET INC 28,397 28,397
    ALPHABET INC 48,871 48,871
    APPLE INC 1.1% 19,946 19,946
    APPLE INC 2.85% 76,569 76,569
    BANK OF AMERICA 49,665 49,665
    BANK OF AMERICA 1.898 47,906 47,906
    BANK OF NEW ENGLAND 50,780 50,780
    BAPTIST HEALTH OBLIG GROUP 26,612 26,612
    BAPTIST HEALTH OBLIG GROUP 3.569 53,224 53,224
    BERKSHIRE HATHAWAY FINANCIAL 3% 50,470 50,470
    CAPITAL ONE BANK USA NA C/D 2.1% 15,545 15,545
    CAPITAL ONE FINANCIAL 3.5 51,816 51,816
    CITIBANK NA SIOUX FALLS 3.35% 77,229 77,229
    CITIBANK NA SIOUX FALLS SD 3.35% 25,743 25,743
    ENERBANK C/D 2% 25,315 25,315
    ENERBANK C/D 2% 75,944 75,944
    ENTERY AR INC 4% 55,500 55,500
    FEDERATED INST HIGH YIELD BOND 9,936 9,936
    FEDERATED HERMES TOTAL RETURN 97,723 97,723
    FEDERATED INST HIGH YIELD BOND 247,908 247,908
    FEDERATED INST HIGH YIELD BOND 178,482 178,482
    FEDERATED INST HIGH YIELD BOND 113,740 113,740
    FORD MOTOR CREDIT COMPANY 4.134% 31,838 31,838
    GENERAL ELECTRIC 3.45 21,193 21,193
    GENERAL ELECTRIC 3.45 52,982 52,982
    GENERAL MOTORS FINL CO 24,874 24,874
    GENERAL MOTORS FINL CO 49,749 49,749
    GOLDMAN SACHS GROUP INC .8% 48,742 48,742
    GOLDMAN SACHS GROUP 1.093% 48,748 48,748
    GOLDMAN SACHS GROUP INC 19,869 19,869
    GOLDMAN SACHS GROUP INC 49,791 49,791
    GOLDMAN SACHS GROUP INC 48,742 48,742
    GUGGENHEIM FLTG RATE STRATEGIES 9,639 9,639
    GUGGENHEIM TOTAL RETURN BOND 97,574 97,574
    HP INC 31,570 31,570
    J P MORGAN CHASE AND CO 49,326 49,326
    J P MORGAN CHASE AND CO 2.5 49,142 49,142
    JOHN DEERE CAPITAL CORP 3.45% 26,659 26,659
    JOHNSON & JOHNSON 25,363 25,363
    JOHNSON & JOHNSON 50,725 50,725
    JOHNSON & JOHNSON 2.05 50,725 50,725
    JP MORGAN CHASE 49,438 49,438
    MORGAN STANLEY 1.593% 49,493 49,493
    PEPSICO INC .4 49,733 49,733
    PIMCO ETF TR ENHANCED SHORT MATURITY 10,156 10,156
    PIMCO SHORT TERM INSTITUTIONAL FUND 184,231 184,231
    PIMCO FOREIGN BOND 29,371 29,371
    RAYMOND JAMES FINANCIAL INC 58,033 58,033
    TARGET CORP 2.5% 26,178 26,178
    TCW EMERGING MKTS INCOME 23,592 23,592
    TOYOTA MOTOR CREDIT CORP 51,268 51,268
    UNITED HEALTH GROUP INC 24,806 24,806
    UNITED HEALTH GROUP INC 49,611 49,611
    UNITED HEALTH GROUP INC 49,487 49,487
    UNITED PARCEL SERVICE INC 77,748 77,748
    US BANKCORP 20,765 20,765
    WALGREENS BOOTS ALLIANCE INC 26,495 26,495
    WALT DISNEY CO 19,914 19,914
    WALT DISNEY CO 49,784 49,784
    WALT DISNEY CO 74,676 74,676

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    SIMMONS FIRST FOUNDATION INC
    EIN:
    46-4607601
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 30,871 30,871
    ABBVIE INC 102,904 102,904
    ABBVIE INC 81,240 81,240
    ACTIVISION BLIZZARD INC 2,994 2,994
    ACTIVISION BLIZZARD INC 14,903 14,903
    ADOBE SYSTEMS INC COMMON STOCK 39,694 39,694
    AMAZON.COM INC 33,343 33,343
    AMERICAN ELECTRIC POWER INC 10,676 10,676
    AMERICAN ELECTRIC POWER INC 55,161 55,161
    AMERICAN ELECTRIC POWER INC 53,382 53,382
    AMERICAN TOWER CORP 47,093 47,093
    AMERICAN TOWER CORP 30,420 30,420
    AMGEN INC 4,724 4,724
    AMGEN INC 22,497 22,497
    AMGEN INC 29,471 29,471
    AMGEN INC 17,098 17,098
    AIR PRODUCTS & CHEMICALS INC COMMON STOCK 14,604 14,604
    ALPHABET INC 52,147 52,147
    APPLE INC 63,925 63,925
    ARCHER-DANIELS-MIDLAND COMPANY 11,085 11,085
    AT&T INC 69,741 69,741
    AT&T 17,835 17,835
    AT&T INC 58,302 58,302
    BANK OF AMERICA 17,885 17,885
    BOOKING HOLDINGS INC 14,395 14,395
    BRISTOL MYERS - SQUIBB CO. 18,019 18,019
    BRISTOL MYERS - SQUIBB COMPANY 54,993 54,993
    BRISTOL MYERS - SQUIBB COMPANY 43,645 43,645
    CATERPILLAR INC 31,838 31,838
    CATERPILLAR INC 45,276 45,276
    CHEVRON CORPORATION 7,041 7,041
    CHEVRON CORPORATION 36,965 36,965
    CHEVRON CORPORATION 44,006 44,006
    CHEVRON CORPORATION 12,204 12,204
    CISCO SYSTEM 125,473 125,473
    CISCO SYSTEM 95,055 95,055
    CISCO SYSTEM INC 41,507 41,507
    CME GROUP INC 11,423 11,423
    CME GROUP INC COMMON STOCK 75,392 75,392
    CME GROUP, INC 57,115 57,115
    COCA-COLA CO 44,052 44,052
    COCA-COLA CO 140,624 140,624
    COCA-COLA CO 126,117 126,117
    COLUMBIA OVERSEAS VALUE FUND 35,710 35,710
    COSTCO WHOLESALE CORP 14,760 14,760
    COTERRA ENERGY INC 3,116 3,116
    COTERRA ENERGY INC 32,851 32,851
    COTERRA ENERGY INC 38,323 38,323
    CUMMINS INC 24,650 24,650
    CUMMINS INC 75,476 75,476
    CUMMINS INC 59,116 59,116
    DANAHER CORP 24,676 24,676
    DANAHER CORP 28,953 28,953
    DEERE & CO COMMON STOCK 34,975 34,975
    DUKE ENERGY CORP 4,301 4,301
    DUKE ENERGY CORP 21,400 21,400
    DUKE ENERGY CORP 18,882 18,882
    ECOLAB INC 11,260 11,260
    EDWARDS LIFESCIENCES 26,428 26,428
    ETSY INC 32,841 32,841
    EXXON MOBIL CORPORATION 85,666 85,666
    EXXON MOBIL CORPORATION 91,785 91,785
    EXXON MOBIL CORPORATION 25,822 25,822
    FEDERATED HERMES, INC 8,155 8,155
    FEDERATED HERMES, INC 13,153 13,153
    FEDERATED HERMES, INC 13,904 13,904
    FIRST TRUST NASDAQ CYBERSECURITY 10,241 10,241
    GENERAL MOTORS CO 5,746 5,746
    GENUINE PARTS CO 5,888 5,888
    GENUINE PARTS 31,545 31,545
    GENUINE PARTS 30,143 30,143
    GILEAD SCIENCES INC 14,014 14,014
    GILEAD SCIENCES INC 34,635 34,635
    GILEAD SCIENCES INC 41,823 41,823
    GLOBAL X ROBOTICS 9,021 9,021
    GOLDMAN SACHS GROUP INC 23,718 23,718
    HOME DEPOT INC 28,221 28,221
    HONEYWELL INTERNATIONAL INC 27,106 27,106
    ILLUMINA INC 16,739 16,739
    INTEL CORPORATION 6,077 6,077
    INTERNATIONAL PAPER COMPANY 11,557 11,557
    ISHARES CORE HIGH DIVIDEND ETF 21,713 21,713
    ISHARES CORE HIGH DIVIDEND ETF 262,574 262,574
    ISHARES CORE HIGH DIVIDENDS 141,386 141,386
    ISHARES GLOBAL CLEAN ENERGY ETF 7,558 7,558
    ISHARES GOLD TRUST 30,111 30,111
    ISHARES GOLD TRUST 73,971 73,971
    ISHARES GOLD TRUST 65,269 65,269
    ISHARES MSCI EAFE ETF 11,802 11,802
    ISHARES MSCI EMERGING MKT ETF 16,121 16,121
    ISHARES TR CORE S&P SMALL-CAP ETF 4,807 4,807
    JB HUNT TRANSPORT SVCS INC 2,862 2,862
    JOHNSON & JOHNSON 7,185 7,185
    JOHNSON & JOHNSON 32,503 32,503
    JOHNSON & JOHNSON 40,715 40,715
    JOHNSON & JOHNSON 19,160 19,160
    JP MORGAN CHASE & CO 15,515 15,515
    KIMBERLY-CLARK CORPORATION 30,442 30,442
    KIMBERLY-CLARK CORPORATION 74,033 74,033
    KIMBERLY-CLARK CORPORATION 106,475 106,475
    KROGER CO 13,035 13,035
    LOCKHEED MARTIN CORP 19,192 19,192
    MASTERCARD INC 38,088 38,088
    MERCK AND COMPANY INC 101,931 101,931
    MERCK AND COMPANY INC 91,968 91,968
    MERCK AND COMPANY INC 23,682 23,682
    MERCK AND COMPANY INC 17,321 17,321
    MICROSOFT CORPORATION 12,108 12,108
    MICROSOFT CORPORATION 68,609 68,609
    MORGAN STANLEY 25,325 25,325
    MORGAN STANLEY INTL OPPORTUNITIES FUND CLASS 34,346 34,346
    NASDAQ INC 15,121 15,121
    NETFLIX INC 15,663 15,663
    NEWMONT GOLDCORP CORP 10,233 10,233
    NEWMONT GOLDCORP CORP 11,164 11,164
    NEWMONT GOLDCORP CORP 14,885 14,885
    NEXTERA ENERGY INC 13,444 13,444
    NEXTERA ENERGY INC 29,875 29,875
    NEXTERA ENERGY INC 39,211 39,211
    NEXTERA ENERGY INC 21,286 21,286
    NIKE INC 24,667 24,667
    NORTHERN GLOBAL REAL ESTATE 19,929 19,929
    NVIDIA CORP 19,999 19,999
    NVIDIA CORP 61,763 61,763
    PACKAGING CORPORATION OF AMERICA 4,901 4,901
    PAYCHEX INC 22,386 22,386
    PAYCHEX INC 56,647 56,647
    PAYCHEX INC 42,315 42,315
    PEPSICO INC 10,423 10,423
    PEPSICO INC 52,113 52,113
    PEPSICO INC 73,827 73,827
    PFIZER INC 121,053 121,053
    PFIZER INC 153,530 153,530
    PFIZER INC 49,720 49,720
    PFIZER INC 23,502 23,502
    PHILLIPS 66 7,898 7,898
    PHILLIPS 66 43,404 43,404
    PHILLIPS 66 33,984 33,984
    PROCTER AND GAMBLE COMPANY 5,235 5,235
    SALESFORCE COM INC 3,812 3,812
    SALESFORCE COM INC 49,301 49,301
    SCHLUMBERGER LIMITED 4,193 4,193
    SELECT SECTOR SPDR INDUSTRIAL 4,656 4,656
    SELECT SECTOR SPDR MATERIALS 4,531 4,531
    SIMON PROPERTY GROUP INC 43,138 43,138
    SOUTHERN COMPANY 13,716 13,716
    SPDR K&W REGIONAL BANKING ETF 11,336 11,336
    TARGET CORP 13,886 13,886
    TEXAS INSTRUMENTS INC 60,122 60,122
    TEXAS INSTRUMENTS INC 10,554 10,554
    TEXAS INSTRUMENTS INC 55,033 55,033
    TEXAS INSTRUMENTS INC 25,255 25,255
    THERMO FISHER SCIENTIFIC INC 4,671 4,671
    TYSON FOODS INC 18,216 18,216
    TYSON FOODS INC CL A 34,428 34,428
    TYSON FOODS INC CL A 48,199 48,199
    UNDER ARMOUR INC CLASS A COMMON 4,026 4,026
    VANECK VECTORS 13,357 13,357
    VANGUARD DEV MKTS INDEX ADMIRAL 309,292 309,292
    VANGUARD DEVELOPED MARKETS INDEX FUN 374,556 374,556
    VANGUARD EMERGING MKTS INDEX ADM 108,363 108,363
    VANGUARD EMERGING MKTS INDEX FUND AD 125,305 125,305
    VANGUARD FTSE DEVELOPED MARKETS ETF 15,012 15,012
    VANGUARD FTSE EMERGING MARKETS 7,073 7,073
    VANGUARD GROWTH INDEX FUND ADM 402,470 402,470
    VANGUARD GROWTH INDEX FUND ADMIRAL C 578,131 578,131
    VANGUARD MID CAP GROWTH 45,965 45,965
    VANGUARD MID CAP GROWTH INDEX FUND 46,945 46,945
    VANGUARD MID CAP VALUE 44,036 44,036
    VANGUARD SMALL CAP GROWTH INDEX 32,790 32,790
    VANGUARD SMALL CAP GROWTH INDEX FUND 41,707 41,707
    VANGUARD SMALL CAP VALUE ETF 4,292 4,292
    VANGUARD SMALL CAP VALUE INDEX 36,331 36,331
    VANGUARD SMALL CAP VALUE INDEX FUND 44,611 44,611
    VANGUARD VALUE INDEX FUND ADMIRAL 412,275 412,275
    VANGUARD VALUE INDEX FUND ADMIRAL CL 555,317 555,317
    VANGUARD DEV MKTS INDEX FUND ADMIRAL CLASS 36,446 36,446
    VANGUARD FTSE EMERGING MARKETS 22,504 22,504
    VANGUARD MID-CAP 12,993 12,993
    VANGUARD MIDCAP GROWTH INDEX FUND 42,046 42,046
    VANGUARD SMALL-CAP 15,369 15,369
    VERIZON COMMUNICATIONS 23,590 23,590
    VERIZON COMMUNICATIONS 98,724 98,724
    VERIZON COMMUNICATIONS 89,111 89,111
    VERIZON COMMUNICATIONS 21,719 21,719
    WAL-MART 14,469 14,469
    WAL-MART INC 38,343 38,343
    WAL-MART STORES INC 25,900 25,900
    WAL-MART INC 12,154 12,154
    WALT DISNEY CO COMMON STOCK 8,674 8,674
    WALT DISNEY CO COMMON STOCK 17,657 17,657
    ZIMMER BIOMET HLDGS INC 18,040 18,040

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    SIMMONS FIRST FOUNDATION INC
    EIN:
    46-4607601
    US Government Securities - End of Year Book Value:

    566,928
    US Government Securities - End of Year Fair Market Value:

    566,928
    State & Local Government Securities - End of Year Book Value:


    406,300
    State & Local Government Securities - End of Year Fair Market Value:


    406,300


    TY 2021 OtherIncreasesSchedule
    Name:
    SIMMONS FIRST FOUNDATION INC
    EIN:
    46-4607601
    Description Amount
    UNREALIZED GAIN 1,046,384


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    SIMMONS FIRST FOUNDATION INC
    EIN:
    46-4607601
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE 3,399 0 0 0


    TY 2021 TaxesSchedule
    Name:
    SIMMONS FIRST FOUNDATION INC
    EIN:
    46-4607601
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 3,536 0 0 0