Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$19,302,698J 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) 360,200
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 571,652 571,652  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 260,524
b Gross sales price for all assets on line 6a 1,738,125
7 Capital gain net income (from Part IV, line 2)... 260,524
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........ 1,192,376 832,176  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 34,615 0   0
14 Other employee salaries and wages...... 26,148 0   0
15 Pension plans, employee benefits....... 16,301 0   0
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,572 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,395 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
9,994 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,313 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 50 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,122 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 126,510 0   0
25 Contributions, gifts, grants paid....... 868,108 868,108
26 Total expenses and disbursements. Add lines 24 and 25 994,618 0   868,108
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 197,758
b Net investment income (if negative, enter -0-) 832,176
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 1,756,162 2,242,655 2,242,655
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,151,724 Click to see attachment
List of Attached Documents:
// Content
1,352,749 		1,352,749
b Investments—corporate stock (attach schedule)....... 10,560,089 Click to see attachment
List of Attached Documents:
// Content
11,405,958 		11,405,958
c Investments—corporate bonds (attach schedule)....... 4,460,148 Click to see attachment
List of Attached Documents:
// Content
4,301,336 		4,301,336
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,928,123 19,302,698 19,302,698
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 7,760,013 8,592,681
25 Net assets with donor restrictions............ 10,168,110 10,710,017
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 17,928,123 19,302,698
30 Total liabilities and net assets/fund balances (see instructions). 17,928,123 19,302,698
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
17,928,123
2
Enter amount from Part I, line 27a .....................
2
197,758
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,176,817
4
Add lines 1, 2, and 3 ..........................
4
19,302,698
5
Decreases not included in line 2 (itemize) right arrow
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
19,302,698
Form 990-PF (2024)
Form 990-PF (2024)
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 CAPITAL GAINS DIVIDENDS P    
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 1,719,056   1,477,601 241,455
b 19,069     19,069
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       241,455
b       19,069
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 2 260,524
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 11,567
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 11,567
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 11,567
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,320
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 7,320
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 192
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,439
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowAR
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrowN/A
14
The books are in care ofright arrowDAVID GARNER Telephone no.right arrow (870) 541-1243

Located atright arrowPO BOX 7009PINE BLUFFAR ZIP+4right arrow71611
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
DAVID GARNER DIRECTOR
0.00 		0 0 0
501 S MAIN STREET
PINE BLUFF,AR71601
SHANNON MORGAN EXECUTIVE DIRECTOR
40.00 		34,615 1,159 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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
16,616,003
b
Average of monthly cash balances.......................
1b
1,816,001
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
18,432,004
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
18,432,004
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
276,480
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,155,524
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
907,776
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
907,776
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
11,567
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,567
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
896,209
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
896,209
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
896,209
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
868,108
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
868,108
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 896,209
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 191,287
d From 2022......  
e From 2023...... 193,721
f Total of lines 3a through e ........ 385,008
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 868,108
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 868,108
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 28,101 28,101
(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 5 356,907
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		356,907
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 163,186
c Excess from 2022....  
d Excess from 2023.... 193,721
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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
SMORGAN@SIMMONSFIRSTFOUNDATION.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 (2024)
Form 990-PF (2024)
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

100 BLACK MEN OF WEST TENNESSEE INC

PO BOX 7643
JACKSON,TN38302 		  PC COMMUNITY SERVICES 5,000

AGAPE CHILD & FAMILY SERVICES

3160 DIRECTORS ROW
MEMPHIS,TN38131 		  PC PCN STARS PROGRAM 15,600

ALS ASSOCIATION

1200 W WALNUT ST STE 2406
ROGERS,AR72756 		  PC ALS CEO SOAK 13,000

AMERICAN CULINARY FEDERATION

6816 SOUTHPOINT PKWY STE 400
JACKSONVILLE,FL32216 		  PC COMMUNITY SERVICES 10,000

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX75231 		  PC CPR IN SCHOOLS PROGRAM 7,505

AR FAMILY ALLIANCE

2917 OLD GREENWOOD RD
FORT SMITH,AR72903 		  PC DREAM TEAM - BED PROJECT 1,000

AR KIDS READ

900 LOUISIANA ST
LITTLE ROCK,AR72202 		  PC GRADE LEVEL READING - CURRICULUM AND BOOKS FOR CENTRAL ARKANSAS STUDENTS 10,000

AR SHERIFF'S YOUTH RANCH

100 SAINT VINCENT PL
BATESVILLE,AR72501 		  PC GENERAL DONATION FOR YOUTH PROGRAMMING 10,000

ARKANSAS GAME & FISH

2 NATURAL RESOURCES DRIVE
LITTLE ROCK,AR72205 		  PC TRACK CHAIR PROGRAM 60,256

BEE AREA PARTNERSHIP

120 N WASHINGTON ST
BEEVILLE,TX78102 		  PC COMMUNITY SERVICES 5,000

BELIEVE MEMPHIS ACADEMY

2230 CORRY RD
MEMPHIS,TN38106 		  PC 1 SCHOOL 1 MISSION PROGRAM 23,310

BLOUNT MEMORIAL FOUNDATION

811 JONES AVE
MARYVILLE,TN37804 		  PC THERAPY TOOLS TO SUPPORT CHILDREN WITH SPECIAL NEEDS 1,000

BOYS & GIRLS CLUB OF JEFFERSON COUNTY

2701 W SHORT REEKER AVE
PINE BLUFF,AR71601 		  PC GENERAL DONATION FOR YOUTH PROGRAMMING 20,000

BOYS & GIRLS CLUB OF THE OCOEE REGION

841 11TH ST NE
CLEVELAND,TN37311 		  PC ENHANCED LEARNING SPACE FOR MONROE COUNTY TEENS PROGRAM 1,000

BOYS & GIRLS CLUBS OF WEST CENTRAL MISSOURI

3100 AARON AVE
SEDALIA,MO65301 		  PC KIDS IN THE KITCHEN PROGRAM 1,000

BOYS & GIRLS CLUBS OF THE TENNESSEE VALLEY

967 IRWIN ST
KNOXVILLE,TN37917 		  PC YAI PROGRAM - ARTS EDUCATION 10,000

BRAZOS FAMILY FOOD BANK

1501 INDEPENDENCE AVE
BRYAN,TX77803 		  PC SUMMER CAMP PROGRAM 1,000

BRYANT BOYS & GIRLS CLUB

6401 BOONE RD
BRYANT,AR72022 		  PC BLUE DOOR LITERACY 19,968

CAMP QUALITY ARKANSAS

PO BOX 7754
LITTLE ROCK,AR72225 		  PC CAMP QUALITY ARKANSAS SUMMER CAMP 1,000

CENTERS FOR YOUTH AND FAMILIES

P O BOX 251801
LITTLE ROCK,AR72225 		  PC UPDATING ROOMS FOR YOUTH WHO LIVE AT THE SOUTHEAST ARKANSAS RESIDENTIAL CENTER 25,000

CHARLESTON MIDDLE SCHOOL

PO BOX 188
CHARLESTON,AR72933 		  PC EXPANDING AND ENHANCING SCIENCE INQUIRY PROGRAM 1,000

CHILDREN FIRST

1415 N SALINA AVE
WICHITA,KS67203 		  PC CHILDREN FIRST AMBASSADOR PROGRAM 5,400

CHILDREN'S ADVOCACY CENTER OF SOUTHEAST ARKANSAS

211 W 3RD AVE STE 130
PINE BLUFF,AR71601 		  PC ADVOCATING MEDICAL NEEDS TO ABUSED CHILDREN 13,378

CHRIST'S LEGACY ACADEMY

625 S MATLOCK AVE
ATHENS,TN37303 		  PC FARM TO SCHOOL RAISED BED PROGRAM 8,450

CITY OF DENISON

300 W MAIN ST
DENISON,TX75020 		  PC WATERLOO LAKE REGIONAL PARK - THE BACKYARD PROGRAM 9,627

CITY YOUTH MINISTRIES

118 BURKE AVE
JONESBORO,AR72401 		  PC ECONOMIC DEVELOPMENT/COMMUNITY SERVICES 5,000

COLLEGE STATION ISD EDUCATION FOUNDATION

1812 WELSH AVE
COLLEGE STATION,TX77840 		  PC BOOK FAIR BONANZA FOR STUDENTS WITH SPECIAL NEEDS 1,000

COLUMBIA CENTER FOR URBAN AGRICULTURE

1769 W ASH STREET
COLUMBIA,MO65203 		  PC OUTDOOR CLASSROOM PROGRAM 23,000

COLUMBIA PUBLIC SCHOOLS

1818 W WORLEY ST
COLUMBIA,MO65203 		  PC COMMUNICATION ACCESS FOR EVERYBODY PROJECT 1,000

COMPASS ACADEMY

225 TILK ROAD
CONWAY,AR72032 		  PC SENSORY FRIENDLY INDOOR PLAYGROUND 15,000

COMPASSION COUNSELING

1830 CLYDESDALE ST
MARYVILLE,TN37801 		  PC C.H.A.M.P. CAMP 1,000

COOPER-ANTHONY MERCY CHILD ADVOCACY CENTER

216 MCAULEY COURT
HOT SPRINGS,AR71913 		  PC COMPASSION IN ACTION PLAY THERAPY 1,000

CORNERSTONE COMMUNITY ACTION AGENCY

114 NEEDHAM ST
COLEMAN,TX76834 		  PC ECONOMIC DEVELOPMENT 8,250

CRYSTAL HILL ELEMENTARY SCHOOL

5001 NORTHSHORE DRIVE
NORTH LITTLE ROCK,AR72118 		  PC HEADPHONES FOR TESTING 1,000

DENISON ROBOTICS

1901 S MIRICK AVE
DENISON,TX75020 		  PC D.I.R.T. PROGRAM 5,436

DENTAL HEALTH FOR ARLINGTON INC

501 W SANFORD ST STE 11
ARLINGTON,TX76011 		  PC SMILES ORAL HEALTH KITS PROGRAM 1,000

DRESDEN ELEMENTARY SCHOOL

759 LINDEN STREET SUITE B
DRESDEN,TN38225 		  PC BOOK VENDING MACHINE 7,619

DREW LEWIS FOUNDATION

1126 N BROADWAY AVE
SPRINGFIELD,MO65802 		  PC RISE KIDS TOOLS PROGRAM 14,500

FAITH COMMUNITY HEALTH

610 S 6TH ST
BRANSON,MO65616 		  PC COMMUNITY SERVICES 3,250

FEED THE KIDS

11500 W 36TH ST
LITTLE ROCK,AR72211 		  PC ECONOMIC DEVELOPMENT/COMMUNITY SERVICES 10,000

FOSTERADOPT CONNECT

18600 E 37TH TER S
INDEPENDENCE,MO64057 		  PC SAMMY'S WINDOW - CARE CLOSET 1,000

FOSTERING CHANGE

3113 S 70TH ST
FORT SMITH,AR72903 		  PC MEDICAL SUPPLIES 1,000

PGA TOUR CHARITIES

100 PGA TOUR BLVD
PONTE VEDRA BEACH,FL32082 		  PC GENERAL DONATION FOR YOUTH PROGRAMMING 25,000

THE REFUGE CENTER

4317 LONG LANE
FRANKLIN,TN37064 		  PC GENERAL DONATION FOR YOUTH PROGRAMMING 10,000

WALTER WALKERS

P O BOX 128376
NASHVILLE,TN37212 		  PC GENERAL DONATION FOR YOUTH PROGRAMMING 10,000

FRIENDS OF FRANKLIN PARK

317 FRANKLIN RD
FRANKLIN,TN37064 		  PC ELLIE G'S DREAMWORLD, FRANKLIN'S FIRST INCLUSIVE PLAYGROUND PROGRAM 1,000

FRIENDS OF HAGERMAN

6465 REFUGE ROAD
SHERMAN,TX75092 		  PC HANDS ON ENVIRONMENTAL EDUCATION PROGRAM 13,500

GIRLS INC OF FORT SMITH

1415 OLD GREENWOOD RD
FORT SMITH,AR72901 		  PC HEALTHY FOODS PROGRAM 1,000

GIRLS INC OF TENNESSEE VALLEY

1798 OAK RIDGE TURNPIKE
OAK RIDGE,TN37830 		  PC DIGNITY THROUGH EQUITY PROGRAM 1,000

GLENCOE ELEMENTARY SCHOOL

201 EAST LONE CHIMNEY ROAD
GLENCOE,OK74032 		  PC PLAYGROUND UPGRADE 1,000

HABITAT FOR HUMANITY OF SALINE COUNTY

404 W WALNUT
BENTON,AR72015 		  PC PLAYGROUND RESURFACING 10,000

HEART OF MISSOURI CASA

105 E ASH ST STE 102
COLUMBIA,MO65203 		  PC OLDER YOUTH CARE CLOSET 1,000

HOOPLIFE

13301 HIGHWAY 300
ROLAND,AR72135 		  PC HOOPLIFE SUMMER CAMP 25,000

HOUSTON R-1 SCHOOL DISTRICT

206 W SPRUCE ST
HOUSTON,MO65483 		  PC AGRI EDUCATION/FFA GREENHOUSE PROGRAM 10,294

ISAIAH 117 HOUSE

PO BOX 842
ELIZABETHTON,TN37644 		  PC BEDS AND BEDDING FOR BEDROOM PROGRAM 10,000

JOSEPH'S HOUSE OF RUSSELLVILLE

2206 RED HILL LANE
RUSSELLVILLE,AR72802 		  PC SMALL COMMERCIAL MACHINE UPGRADE PROGRAM 1,000

KNOX ROBOTIC LEAGUE

630 SPRING BRANCH LN
FARRAGUT,TN37934 		  PC SHAPE THE FUTURE OF TECHNOLOGY 10,420

LOVE COLUMBIA

1209 E WALNUT ST
COLUMBIA,MO65201 		  PC BEDS AND DRESSERS FOR CHILDREN IN GRADES K-12 PROGRAM 1,000

MCNABB CENTER

200 TECH CENTER DR
KNOXVILLE,TN37912 		  PC PLAY THERAPY ROOM 1,000

MEMPHIS ZOO

2000 PRENTISS PL
MEMPHIS,TN38112 		  PC MEMPHIS ZOO LIBRARY PROGRAM 10,065

METHODIST FAMILY HEALTH FOUNDATION

211 CHURCH ST
BONO,AR72416 		  PC HYGIENE CLOSET 1,000

MIKE FINNIGAN SCHOOL OF MUSIC

PO BOX 1871
SALINA,KS67401 		  PC GENERAL DONATION FOR YOUTH PROGRAMMING 10,000

MIRACLE LEAGUE OF LITTLE ROCK

2330 CANTRELL RD
LITTLE ROCK,AR72202 		  PC FIELD REPAIR 25,000

MOUNTAIN VIEW FAMILY YOUTH CENTER

306 BAY ST
MOUNTAIN VIEW,MO65548 		  PC MUSIC AND ART CLASSROOM PROJECT 2,000

MPOWER INC

316 S STALLARD ST
STILLWATER,OK74074 		  PC COMMUNITY SERVICES 10,000

MU HEALTH CARE CHILDREN'S HOSPITAL

1021 HITT ST
COLUMBIA,MO65212 		  PC SCHOOL SUPPLY PROGRAM 1,000

NAACP

2020 W 3RD ST
LITTLE ROCK,AR72205 		  PC GENERAL DONATION FOR YOUTH PROGRAMMING 1,000

NEW HOPE CHILDREN'S ADVOCACY CENTER

212 CATES STREET
MARYVILLE,TN37801 		  PC PRIVACY FENCE FOR THERAPY GARDEN PROGRAM 19,959

NORTH BRYAN COMMUNITY CENTER

705 N HOUSTON AVE
BRYAN,TX77803 		  PC READ TO SUCCEED PROGRAM 1,000

OUR DAILY BREAD FOOD & RESOURCE CENTER

701 E 12TH AVENUE
STILLWATER,OK74074 		  PC LINCOLN ACADEMY MARKETPLACE EXPANSION 25,000

OUR LADY OF LOURDES INTERPARISH SCHOOL

817 BERNADETTE DR
COLUMBIA,MO65203 		  PC BLANKET SERVICE PROJECT 1,000

PINE BLUFF LINKS

PO BOX 1826
PINE BLUFF,AR71613 		  PC GENERAL DONATION FOR YOUTH PROGRAMMING 10,000

POTTSBORO LIBRARY

104 N MAIN ST
POTTSBORO,TX75076 		  PC TAKING FLIGHT - DRONE TECHNOLOGY PROGRAM 7,630

REACHING FOR LIFE INC

20161 US HIGHWAY 425 S
STAR CITY,AR71667 		  PC ADVENTURES IN READING & WRITING FUN PROGRAM 22,200

REGIONAL ECONOMIC DEVELOPMENT INC

500 E WALNUT ST STE 102
COLUMBIA,MO65201 		  PC ECONOMIC DEVELOPMENT 16,750

RICEVILLE ELEMENTARY SCHOOL

3592 HIGHWAY 11 S
RICEVILLE,TN37370 		  PC CLASSROOM RUGS PROGRAM 1,000

RONALD MCDONALD HOUSE CHARITIES OF TULSA

6102 S HUDSON AVE
TULSA,OK74136 		  PC COMMUNITY SERVICES 15,000

SCOTT MIDDLE SCHOOL

1901 S MIRICK AVE
DENISON,TX75020 		  PC CLAY POTTERY PROGRAM 1,000

SCOTTY'S HOUSE BRAZOS VALLEY CHILD ADVOCACY CENTER

2424 KENT ST
BRYAN,TX77802 		  PC CONSELING PROGRAM - PLAY THERAPY SUPPLIES PROGRAM 1,000

SECOND CHANCE YOUTH RANCH

21815 INTERSTATE 30 S
BRYANT,AR72022 		  PC OUTDOOR COMMUNITY SPACE PROGRAM 12,000

SLEEP IN HEAVENLY PEACE

PO BOX 1057
BLUE SPRINGS,MO64013 		  PC NO KIDS SLEEP ON THE FLOOR PROGRAM 1,000

SORY ELEMENTARY

120 BINKLEY PARK DRIVE
SHERMAN,TX75092 		  PC LEADER IN ME AT SORY ELEMENTARY PROGRAM 18,743

SPRINGFIELD DREAM CENTER

829 W ATLANTIC ST
SPRINGFIELD,MO65803 		  PC DREAM CENTER ACADEMY FRIDAY FUN CLUB PROGRAM 2,900

ST LOUIS ART PLACE INITIATIVE INC

3224 LOCUST ST SUITE 401
ST LOUIS,MO63103 		  PC AFFORDABLE HOUSING 10,000

STCH MINISTRIES

PO BOX 759
BEEVILLE,TX78104 		  PC COMMUNITY SERVICES 5,000

STEPPING STONE SANCTUARY

904 SPEEDWAY ST W
TRUMANN,AR72472 		  PC COMMUNITY SERVICES 5,000

STOCKTON ELEMENTARY SCHOOL

906 SOUTH STREET
STOCKTON,MO65785 		  PC COMMUNITY SERVICES 3,250

SUCCESS R-6 ELEMENTARY SCHOOL

10341 MO-17
SUCCESS,MO65570 		  PC SUCCESS ATHLETIC WEIGHT ROOM PROGRAM 1,000

TANEYVILLE DRAMA CLUB

302 MYRTLE STREET
TANEYVILLE,MO65759 		  PC DRAMA CLUB SUPPLIES 1,000

THAYER R-II SCHOOL

365 EAST WALNUT STREET
THAYER,MO65791 		  PC COMMUNITY SERVICES 5,000

THE ALLEN SCHOOL

824 N TYLER ST
LITTLE ROCK,AR72205 		  PC SENSORY GYM RETROFIT - PHASE II 25,000

THE SAVILLE CENTER

1523 W 9TH AVE
STILLWATER,OK74074 		  PC OUTDOOR OASIS AND SENSORY STATION 1,000

TIGER TASTERS BACKPACK PROGRAM

PO BOX 8960
SPRINGFIELD,MO65801 		  PC WEEKEND BACKPACK PROGRAM 1,000

U OF A COLLEGEIMPACT AR FELLOWSHIP

1 UNIVERSITY OF ARKANSAS -
DEPARTMENT OF COUNSELING LEADERSHIP
FAYETVILLE,AR72701 		  PC ECONOMIC DEVELOPMENT 26,750

UNITED WAY OF NORTHEAST ARKANSAS

407 UNION ST
JONESBORO,AR72401 		  PC IMAGINATION LIBRARY PROGRAM 7,500

UNITED WAY OF THE OCOEE REGION

85 OCOEE ST
CLEVELAND,TN37311 		  PC READ UNITED PROGRAM 4,500

VALLEY CHRISTIAN ACADEMY

482 COUNTY ROAD 725
RICEVILLE,TN37370 		  PC IPADS FOR ELEMENTARY PROGRAM 1,000

WALTERS STATE COMMUNITY COLLEGE

500 S DAVY CROCKETT PKWY
MORRISTOWN,TN37813 		  PC UNDERWATER ROBOTICS PROGRAM 8,598

WILLOW SPRINGS R-IV SCHOOL DISTRICT

215 W 4TH STREET
WILLOW SPRINGS,MO35793 		  PC WEEKEND FOOD PROGRAM 1,000

WINGS OF HOPE FAMILY CRISIS SERVICES

3800 N WASHINGTON ST
STILLWATER,OK74075 		  PC CHILDREN'S ENRICHMENT PROGRAM 26,000

YARN (YOUTH ADVOCATE RESOURCE NETWORK)

PO BOX 21
MAYFLOWER,AR72106 		  PC SECURITY/SAFETY FENCE PROGRAM 7,500

YOUTH HOME INC

20400 COLONEL GLENN ROAD
LITTLE ROCK,AR72210 		  PC RECREATIONAL THERAPY ROOM - ADVENTURE THERAPY PROGRAM 1,000
Total .................................right arrow 3a 868,108
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		         
4 Dividends and interest from securities ....     14 571,652  
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 ............ 		    18 260,524  
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) .. 0 832,176 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
832,176
(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 (2024)
Form 990-PF (2024)
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
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Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
SIMMONS FIRST FOUNDATION INC
  		Employer identification number
46-4607601
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
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
2
SIMMONS BANK
 
501 MAIN STREET
 
PINE BLUFF, AR71601

$ 350,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
SIMMONS FIRST FOUNDATION INC
EIN:
46-4607601
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 1,395 0   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
SIMMONS FIRST FOUNDATION INC
EIN:
46-4607601
Name of Bond End of Year Book Value End of Year Fair Market Value
1ST FIN BK USA DAKOTA DUNES SD 25,068 25,068
3M CODTD 29,897 29,897
ALLY BANK MIDVALE 74,957 74,957
ALPHABET INC 24,946 24,946
ALPHABET INC DTD 48,807 48,807
APPLE INC 19,761 19,761
BANK OF AMERICA CORP 42,066 42,066
BANK OF AMERICA CORP 47,667 47,667
BANK OF AMERICA NA 25,305 25,305
BANK OF AMERICA NA 50,611 50,611
BAPTIST HEALTH OBLIGATED GROUP 64,630 64,630
BLUE RIDGE BK 101,843 101,843
BLUE RIDGE BK MARTINSVILLE 25,461 25,461
CAPITAL ONE NATL ASSN 49,798 49,798
CAPITAL ONE NATL ASSN VA DTD 25,314 25,314
CARTER BANKSHARES INC. DTD 102,255 102,255
CELTIC BK 50,812 50,812
CELTIC BK 76,040 76,040
CELTIC BK SALT LAKE CITY UTAH 20,105 20,105
CELTIC BK SALT LAKE CITY UTAH 20,325 20,325
CELTIC BK SALT LAKE CITY UTAH 20,277 20,277
CELTIC BK SALT LAKE CITY UTAH 50,812 50,812
CELTIC BK SALT LAKE CITY UTAH 50,693 50,693
CHEVRON CORP 49,457 49,457
CITIGROUP INC 50,655 50,655
CROSS RIV BK TEANECK 60,220 60,220
CUSTOMERS BK 50,531 50,531
DISCOVER BANK 35,766 35,766
DISNEY WALT CO 17,785 17,785
DISNEY WALT CO 44,462 44,462
DISNEY WALT CO 66,692 66,692
DUKE ENERGY 102,525 102,525
DUKE ENERGY CORP 102,525 102,525
EAGLEBANK BETHESDA MD 30,053 30,053
ENTERGY ARKANSAS 48,776 48,776
EXXON MOBIL CORP 49,841 49,841
EXXON MOBIL CORP 49,845 49,845
EXXON MOBIL CORP 49,845 49,845
FEDERATED HERMES 137,186 137,186
FEDERATED HERMES INSTL 71,379 71,379
FEDERATED HERMES INSTL 51,850 51,850
FEDERATED HERMES TTL RETURN 160,410 160,410
FEDERATED HERMES TTL RETURN BD 9,124 9,124
FIRST FINL BK EL DORADO 50,184 50,184
FIRST FINL BK EL DORADO 70,257 70,257
FIRST NATL BK DAMARISCOTT ME 51,773 51,773
FIRST NATL BK DAMARISCOTTA 25,887 25,887
FIRST UTD BK & TR COMPANY 50,077 50,077
GE AEROSPACE 48,493 48,493
GENERAL ELECTRIC 19,397 19,397
GOLDMAN SACHS GROUP 48,267 48,267
GUGGENHEIM TOTAL RETURN 164,738 164,738
HP INC 28,729 28,729
JOHN DEERE CAPITAL CORP 24,942 24,942
JP MORGAN CHASE 48,012 48,012
JPMORGAN CHASE 43,050 43,050
JPMORGAN CHASE & CO 40,421 40,421
MCDONALDS CORP 34,090 34,090
MCDONALDS CORP DTD 19,480 19,480
MORGAN STANLEY DTD 47,927 47,927
MORGAN STANLEY FIN LLC 50,858 50,858
MORGAN STANLEY FIN LLC 50,858 50,858
MORGAN STANLEY FIN LLC 71,201 71,201
MORGAN STANLEY FIN LLC DTD 30,515 30,515
MORGAN STANLEY PBT BK NATL 102,544 102,544
MORGAN STANLEY PVT BK NATL 51,272 51,272
PEPSICO INC 48,631 48,631
PHILLIP MORRIS INTERNATIONAL INC 50,120 50,120
PHILLIP MORRIS INTERNATIONAL INC 50,120 50,120
PRUDENTIAL FINANCIAL INC 19,345 19,345
PRUDENTIAL FINANCIAL INC 48,363 48,363
RAYMOND JAMES 49,378 49,378
RAYMOND JAMES FINANCIAL INC DTD 19,751 19,751
SALLIE MAE BK MURRAY UTAH 49,779 49,779
SALLIE MAE BK MURRAY UTAH DTD 30,602 30,602
TARGET CORP SR GLBL 24,388 24,388
TEXTRON INC 42,542 42,542
TOYOTA FINL SVGS BK 25,123 25,123
TYSON FOODS 38,122 38,122
TYSON FOODS INC 47,652 47,652
TYSON FOODS INC DTD 19,061 19,061
UBS BK USA 50,589 50,589
UNION PACIFIC CORP 48,067 48,067
UNITED FID BK 40,939 40,939
UNITED PARCEL SERVICE 72,299 72,299
UNITEDHEALTH GROUP 47,782 47,782
US BANKCROP 19,334 19,334

TY 2024 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 7,641 7,641
ABBVIE INC 61,307 61,307
ABBVIE INC 167,927 167,927
ADOBE SYSTEMS 17,787 17,787
ADOBE SYSTEMS INC 32,906 32,906
AIR PRODUCTS 3,190 3,190
AIR PRODUCTS & CHEMICALS 14,502 14,502
AIR PRODUCTS & CHEMICALS 15,372 15,372
ALPHABET INC 50,922 50,922
ALPHABET INC CAP 22,716 22,716
ALTRIA 3,294 3,294
AMAZON COM 26,327 26,327
AMAZON COM INC 72,399 72,399
AMERICAN ELECTRIC POWER 19,829 19,829
AMERICAN ELECTRIC POWER 28,591 28,591
AMERICAN ELECTRIC POWER INC 66,406 66,406
AMERICAN ELECTRONIC POWER INC 4,058 4,058
AMGEN 3,910 3,910
AMGEN INC 34,144 34,144
AMGEN INC 27,888 27,888
AMGEN INC 52,128 52,128
ARCHER DANIELS MIDLAND CO 3,385 3,385
BANK OF AMERICA 6,812 6,812
BANK OF AMERICA COP 42,192 42,192
BANK OF AMERICA CORP 25,711 25,711
BARON EMERGING MARKETS 172,943 172,943
BLACKROCK 104,881 104,881
BRISTOL-MYERS SQUIBB 22,624 22,624
BRISTOL-MYERS SQUIBB 55,938 55,938
CHECK POINT SOFTWARE 27,072 27,072
CHEVRON 4,200 4,200
CHEVRON CORP 54,315 54,315
CHEVRON CORP 79,662 79,662
CHEVRON CORP 33,893 33,893
CISCO 6,216 6,216
CISCO SYSTEMS 144,566 144,566
CISCO SYSTEMS INC 99,160 99,160
CME GROUP 5,806 5,806
CME GROUP 85,925 85,925
CME GROUP INC 76,636 76,636
COCA COLA 195,247 195,247
COCA COLA CO 57,217 57,217
COLUMBIA OVERSEAS 232,773 232,773
COSTCO WHOLESALE 42,148 42,148
COSTCO WHOLESALE CORP 28,404 28,404
COTERRA 3,729 3,729
COTERRA ENERGY INC 52,970 52,970
COTERRAL ENERGY INC 57,874 57,874
CVS 1,975 1,975
DANAHER CORP 23,185 23,185
DANAHER CORP 25,251 25,251
DEERE & CO 30,930 30,930
DEERE CO 16,948 16,948
DISNEY WALT CO 14,030 14,030
DISNEY WALT CO 15,032 15,032
DOW INC 6,220 6,220
DOW INC 9,270 9,270
DOW INC COM 2,368 2,368
DUKE 4,525 4,525
DUKE ENERGY CORP 21,979 21,979
DUKE ENERGY CORP 31,999 31,999
ELECTONIC ARTS INC 8,778 8,778
ELI LILLY 20,844 20,844
EXXON MOBIL CORP 3,120 3,120
EXXON MOBIL CORP 69,168 69,168
EXXON MOBIL CORP 206,750 206,750
FEDERATED ADVISER SER 232,226 232,226
FIDELITY MID-CAP STOCK 111,547 111,547
FULLER & THALER BEHAVIORAL 135,989 135,989
GENERAL DYNAMICS 3,689 3,689
GENERAL DYNAMICS CORP 10,013 10,013
GENERAL MTRS CO 5,220 5,220
GENUINE PARTS CO 3,736 3,736
GENUINE PARTS CO 26,271 26,271
GENUINE PARTS CO 40,516 40,516
GILEAD 3,418 3,418
GILEAD SCIENCES INC 53,205 53,205
GILEAD SCIENCES INC 61,888 61,888
GOLDMAN SACHS GROUP 22,332 22,332
GOLDMAN SACHS GROUP 60,698 60,698
HOME DEPOT 4,279 4,279
HOME DEPOT INC 16,338 16,338
HOME DEPOT INC 22,950 22,950
HONEYWELL INTERNATIONAL INC 13,779 13,779
HONEYWELL INTERNATIONAL INC 33,432 33,432
INDUSTRIAL SELECT SECTOR 5,797 5,797
INTEL CORP 2,366 2,366
INTERCONTINENT 16,242 16,242
INTERNATIONAL BUSINESS 5,276 5,276
INTERNATIONAL BUSINESS MACHS 19,785 19,785
INTERNATIONAL PAPER CO 5,597 5,597
INTERNATIONAL PAPER CO 20,613 20,613
ISHARES HIGH DIV 62,417 62,417
ISHARES MSCI EAPE 11,342 11,342
ISHARES MSCI EMERGINT MARKETS 13,801 13,801
ISHARES SILVER TRUST 42,128 42,128
ISHARES SILVER TRUST 68,458 68,458
ISHARES SILVER TRUST 63,192 63,192
JOHNSON & JOHNSON 2,892 2,892
JOHNSON & JOHNSON 34,420 34,420
JOHNSON & JOHNSON 47,580 47,580
JP MORGAN HDGD 259,936 259,936
JP MORGAN HDGD 296,079 296,079
JP MORGAN HDGE EQ 162,094 162,094
KIMBERLY CLARK 3,931 3,931
KIMBERLY CLARK CORP 83,210 83,210
KIMBERLY CLARK CORP 107,191 107,191
LOCKHEAD 3,402 3,402
LOCKHEED MARTIN 27,699 27,699
LOCKHEED MARTIN CORP 26,241 26,241
MASTERCARD INC 16,324 16,324
MATERIALS SELECT SECTOR SPDR 4,207 4,207
MERCK 4,775 4,775
MERCK & CO 66,652 66,652
MERCK & CO INC 37,305 37,305
META PLATFORMS 50,939 50,939
METLIFE 6,960 6,960
METLIFE INC 19,569 19,569
MICROSOFT CORP 53,952 53,952
MICROSOFT CORP 70,391 70,391
MURPHY OIL CORP 2,875 2,875
MURPHY OIL CORP 17,400 17,400
MURPHY OIL CORP 26,024 26,024
NEXTERA ENERGY 36,705 36,705
NEXTERA ENERGY INC 30,110 30,110
NEXTERAL ENERGY 17,349 17,349
NEXTRA 2,151 2,151
NVIDIA CORP 118,175 118,175
NVIDIA CORP 118,175 118,175
PAYPAL 15,448 15,448
PEPSI CO 8,059 8,059
PEPSI CO 65,234 65,234
PEPSICO 3,802 3,802
PEPSICO INC 64,626 64,626
PFIZER 2,918 2,918
PFIZER 86,541 86,541
PFIZER INC 17,245 17,245
PFIZER INC 58,764 58,764
PHILLIPS 7,178 7,178
PHILLIPS 18,685 18,685
PHILLIPS 66 68,244 68,244
PHILLIPS 66 76,561 76,561
PINE BLUFF COMMERCIAL INC 100,000 100,000
PROCTER & GAMBLE 5,197 5,197
PROCTER & GAMBLE CO 13,747 13,747
SALES FORCE INC 67,535 67,535
SALESFORCE INC 37,445 37,445
SOUTHERN CO 17,205 17,205
SOUTHERN CO 4,445 4,445
SPDR S&P 500 359,853 359,853
SPDR S&P 500 491,721 491,721
SPDR S&P 500 344,029 344,029
TEXAS INSTRUMENTS 4,875 4,875
TEXAS INSTRUMENTS 59,816 59,816
TEXAS INSTRUMENTS 89,630 89,630
TEXAS INSTRUMENTS INC 13,126 13,126
THERMO FISHER SCIENTIFIC 3,642 3,642
TYSON 2,929 2,929
TYSON FOODS INC 37,221 37,221
TYSON FOODS INC CLASS A 31,764 31,764
UNION PACIFIC 3,193 3,193
UNION PACIFIC 7,525 7,525
UNITED HEALTH GROUP INC 25,799 25,799
US BANCORP 6,553 6,553
US BANKCORP 4,018 4,018
VANGUARD DEVELOPED MARKETS 288,973 288,973
VANGUARD DEVELOPED MARKETS 260,626 260,626
VANGUARD EMERGING MKTS STOCK 96,659 96,659
VANGUARD EMERGING MKTS STOCK 97,183 97,183
VANGUARD GROWTH INDEX 438,586 438,586
VANGUARD GROWTH INDEX 514,743 514,743
VANGUARD MID-CAP GROWTH 41,938 41,938
VANGUARD MID-CAP GROWTH INDEX 33,016 33,016
VANGUARD MID-CAP VALUE INDEX 47,037 47,037
VANGUARD MID-CAP VALUE INDEX 47,402 47,402
VANGUARD PTSE DEVELOPED MARKETS 14,059 14,059
VANGUARD SMALL CAP GROWTH 32,598 32,598
VANGUARD SMALL CAP GROWTH INDEX 41,462 41,462
VANGUARD SMALL CAP VALUE INDEX 40,285 40,285
VANGUARD SMALL CAP VALUE INDEX 60,360 60,360
VANGUARD VALUE INDEX 399,788 399,788
VANGUARD VALUE INDEX 474,477 474,477
VERIZON 3,999 3,999
VERIZON COMMUNCIATIONS 64,744 64,744
VERIZON COMMUNICATIONS 98,775 98,775
VUNGARD EMERGING MARKETS SOTCK 6,298 6,298
WALMART 5,963 5,963
WALMART INC 32,797 32,797
WALMART INC 46,621 46,621
WALMART INC 71,828 71,828

TY 2024 InvestmentsGovtObligationsSch
Name:
SIMMONS FIRST FOUNDATION INC
EIN:
46-4607601
US Government Securities - End of Year Book Value:

1,176,774
US Government Securities - End of Year Fair Market Value:

1,176,774
State & Local Government Securities - End of Year Book Value:


175,975
State & Local Government Securities - End of Year Fair Market Value:


175,975


TY 2024 LegalFeesSchedule
Name:
SIMMONS FIRST FOUNDATION INC
EIN:
46-4607601
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,572 0   0


TY 2024 OtherExpensesSchedule
Name:
SIMMONS FIRST FOUNDATION INC
EIN:
46-4607601
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 2,716 0   0
INSURANCE 15,562 0   0
DUES AND SUBSCRIPTIONS 351 0   0
MISCELLANEOUS 1,889 0   0
BANK CHARGES 150 0   0
EQUIPMENT RENTAL & MAINTENANCE 1,404 0   0
PENALTIES 50 0   0


TY 2024 OtherIncreasesSchedule
Name:
SIMMONS FIRST FOUNDATION INC
EIN:
46-4607601
Description Amount
UNREALIZED GAIN 1,159,534
RETURN OF PRIOR YEAR GRANT 17,283


TY 2024 OtherProfessionalFeesSchedule
Name:
SIMMONS FIRST FOUNDATION INC
EIN:
46-4607601
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE 9,994 0   0


TY 2024 TaxesSchedule
Name:
SIMMONS FIRST FOUNDATION INC
EIN:
46-4607601
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 7,548 0   0
PAYROLL TAXES 4,765 0   0