RemofPrIvate Form990 PF orSection4947(a)(1 ...990s.foundationcenter.org/990pf_pdf_archive/311/311775386/31177… · 10/8/20135:21:30 PM- 70498800- 2100- WC2- HELEN&ERNEST•SIMMONSENVIROMENTAL

10/8/2013 5:21:30 PM - 70498800 - 2100 - WC2 - HELEN & ERNEST•SIMMONS ENVIROMENTAL

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Rem of PrIvateForm 990 PF or Section4947(a)(1) onexempt Charitable Trust

Cf&&TM" Treated as a Private FoundationWWFM ter.. s.Me. WD.The fw rdslon msy be able is use a copy d tltls rehirn to solar sws reporthp n

0M1 Na 1545.0052

For calendar year 2012 or tax,year beginning . and ending

Nam" of tamdatfot A Ez yar tdseMCMan numbs,

SIMMONS ENVIRONMENTAL EDU FD-!MA 31-1775388(or P.O. boor r.mlber K and Is Pot dithered to street aameu) PwarrssuJts s Telephone msnbsr (see mriuad")

C/O DR. NORMAN M SIPAMONS.-BOX 8 PINCHER (8881 730-4933City ar town, sores, and ZIP code c -V atemptlan sDPI^n I. psndln0. ,ehsck here 0,

ALBERTA TOK1 CANADA

0 Chedrall that apply,, q initial return q Ihftial return of a former public charity o 1. Fwgn a uonr, a+sd* hem .. .. ►0q Final return q Amended return 2. Fa.bn Moorka ton. mssnhg the 85% eed,q Address change q Name change d+srx nsre ana aaaw aon puwnn . ►q

H Check type 9f o % A on 5Q1 (c)(3) exempt prfvbte toundatlort a if p 1v a ftarwason smug was amuneeed[] S ritabl trust q Other taxable private foundation w1- 11on so7(bx1)W, a,edr here . . . ' (]

I Fair, sets at end I a[ Acoountinp method: ®Cash 0 Acoruet F It n^.io^mdaeon i * OO. +onur t +ami+1of r PartIl, col. CJ,, 5

other

sp------ - - -- ---- - ---------

qrounder sedan sor t ehsdc herd No)

!!ne 1 L^ 92 1 d must be on cash baa/a

Revenue artd Expe êj (The brat or

In (b^' l^l• (^ oqtW

(a) Revenue and

° P^bacl

No ^va^,+..tftokme

[ (c) Adjusted not (d br I weInoon^ pyrtposss

a.h beds

1 rsC.hrsd (nftd, WW*)

2 ChkfFwo Vfte roundation is not regWrod to atledt 8dn B

3. Interest on savings and temporary cash frlvestmenta4 DiNdends end Internet from seciatites . . . . . 13.787 1 114936 a Gross rani . . . . . . . . . . . . . . . .b Net rental Income or (loss)

6 a Net gain or{Ibss) from sale of assets not on fine 10 37 808b Gross sets Albs for pl assets on One do 223 B83

7 CapIal gain iet Income (fran Pan IV, line 2) 37 088 Net short-MM capital gain . . . . . . . . . .8 Income modifications . . . , . -

10 a Gross seise less returns and alowance$

b Less: Cost ofgooda sold.. . . . .c Gross profit or (loss) (attach schedule)

11 Other Income (attach schedule) . . . . . . . .

12 Total . Add lines 1 through 11 51,593 51 ,299 013 Compensation of officers , directors , trustees. etc.14 OUrer employee aalartes and wages _ . . . . .15 Pension plans , employee benefits . . . . . . .16 a Legal fees (attach schedule) . . . . . . . . .

b Accounting fees (attach schedule) . . . . . . .C Other professional lees (attach schedule) . . . . 1 ,200 1 2

17 Interest . . . . . . . . . . . . . . . . . . 9nnoll

18 Taxes (attec'h ad e) (am Instructions) . . . . 33 33919 Depredation (attach schedule) and depletion20 Occupancy . . . . . . . . . . . . . . . .21 Travel, conferences, and meetings . . . . . . 1 11 fÎL #79

C 22 Printing and publications . . . . . . . . . .1° 23 Other awes (attach schedule) . . . . . . 5 , 890 1 4 ,418 1 ,472

24 Total opsrattng and edminlstr tlve expenses.

1Add lines 13 through 23 . . . . . . . . . . 7,429 4.7571 2,07225 Contrlbutlons, gam. g.en paid . . . . . . . 30 , 30803

0 28 Tom xp nsa end dleburasmsr1LAdd Hnes 24 end 25 _ 382 4.757127 Subtraatl>ne 26 from line 12:

a excess orn.w *Vol exp«nn'.na dlstwssmenu . . 13 381b Net Investment income ( 1 nega0be, enter -0.) . . 48542c Adjusted net income (If negative , enter -0-) . . . 0

For Paperwork Reduction Act Notice„ see instructions.

MrA

. 1018/2013.521:30 PM - 70496800 - 2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

Fern s98-'F ('22) SIMMONS ENVIRONMENTAL EDU FD-IMA 31-1775388 Pace 2

ahats ACKhed sdianftaid amounts h the desaiptba co umBalanc Beglnrtim of r End of yeare

should be for and0Fyeer snow arty. (See tf1strudkee .) (a) Book Value (b) Book Value (e) F0 Market Vatue

1 Caeft-- non4ntarest-bearing . . . . . . . . . . . . . . . '1491 104 1042 Savings and temporary cash Investments . . . . . . . . .3 Accounts recelvabtgl ---:- ---_ -*----------•-----

Lasa; allowance for doubtful accoyrft D' . .... ......... . ---.4 Pledgesrecetvable --------- --- -------------------

Less, allowance for doubtful accounts- . . .

29174 30. 188 1 30188

.5 Csants receivable . . . . . . . . . . . . 777: . .6 Receivables due from oflc w , dhactors, trustees, and other

dlsquaMed persons (attach schedule) (see Inltruolona) . . . . . .

7 oth .er notes pnd W receivable (attach schedule) 0 ............... .. .

Low r10Wancs tr doubtIA etl00u is t,- ..........................

8 hrientertes for $ale or usQ

,9 Prepeidesaenses and deterred charges10 a uirmtments-U.8. end elate yovemmas obllgrlau (seam sch uA) . .

b I stock (attach schedule) , . . . . . . 267.1 69 271.288 326 ,017d I bonds (attach schedule) . . . . . .

11 '148 103 143.736 . 150 848

InMsbmnti - M,mmnps , am e*k0Mw a emu ► - ----------------

Lentaocunsgated 11-F alien (attachsdrodule) 0. ................ .

Inveawnents --mortgage Loans . . . . . . . . . . . . . . .13 Investments--other (attach schedule) . . . . . . . . . . . .14 L d idi

12 329 134.409 153.789an ngs , and equipment basta llo -----------------. t

L.u ecoimwaemaeepiadason (amia^ rcnsdua) ---------------------18 'Otharassets (describe .. ........... . ...................16 Total assets (to be completed y.all Ers -sethe

Inswcttons . Nso. see page 1, item 567 ,924 579 05 6 826'17 Accounts payable and aovued expenses . . . . . . . . . . .18 . Grants payable . . . . . . . . . . . . . . . . . . . . .19 Deferred rdvenue . . . . . . . . . . . . . . . . . . . .20 Lobe from cotes., d act,. llualem and other m.qualtid pursers ,

. . .f

21 Mortgages and other notes payable (attach schedule)"' 22 Other uaboltles (de8afbe ► ----------------4-------•------ )

23 Total IhbWttes (add lines 171hrough 22) 0 0

Foundations that follow ,SFAS 117, check hem. . . . . qand eompists Ones 24 through 28 and Ibiss 30 and 31.

24 unrestr icted . . . . . . . . . . . . . . . . . . . . . . .25 Temporally mslrl ed . . . . . . . . . . . . . . . . . . .78 Permanently nestrtcted . . . . . . . . . : . . . . . .

U.L.o

Foundations that do not fo1Mw SFAS 117, check here. . i [Xand Complete pres. 27 through 31.

27 CapIal stock, trust principal , or current funds . . . . . . . . . . 67.92 579 70528 Pald.kn or capital surplus , or land , bldg., and equipment fund . . .29 Rotatned eandngs, accumulated Income, endowment , or otter tlalds .30 Total net assets or fund balances (see bwfru Ilona) . . . . . . 567 , 4 579 705

= 31 Total liabilities and net asestafhmd balances (seeinstrucdo s) . 9241 579A 8 Is ofCha es In Net Assets or Fund Balances

I Total net assets or 1Und balances at beginning of year-Part It. column (a), line 30 (must agree withend-of yepr lure reported an prior years retum) . . . . . . . . . . . . . . . . . . . . . . . . . . 1 567,924

2 Enter amount from Part 1. One 27a . . . . . . . . . 13 3813 Other Inaeasgs not included to One 2 ptemize) ► See Attached Statement _ _ 8234 Add fines 1 . 2. and 3 . . . . . . . . . . . . . . . . .

. - . . - . . ------- . . ..-• . . -. -.. . 4 582 108

5 Decreases not Included In One 2 (Hendre) 9" See Attached Statement ................................. 5 22 ,4036 Total net assets br fund balances at end of year (ire 4 minus One 5)-Part II. column (b), the 30 . . . . . - 6 mo 7na

Fong 990-PF (2012)

1018/2013 521:30 PM - 70498800 - 2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

Form 990-PF (2+2) SIMMONS ENVIRONMENTAL EDU FO-IMA 31-1775388 Paige 3

Cauital Gains and Losses for Tax an Investment Income

(q Ust and d a A 9+s bind(s) of pmpeq saw (t.a, nud *6bft2-" into w .hdissc o common dbdL 200 ohs. MLC Co.)

(b) HOW aeQubVd(e) Dad aogWrod(no- day, yr)

(d) Data add(mc•, dry. yr.)

a See Attedw! ntb See Attached 6tlitefrtentc See Attached Statementd See Attached Stetwnepjo See Aftedwd Statement

(o) aid" Oda P(I) Depramdoe allowed

for ^miraeie)(a) Cori or of ar bob

p us.9srw of eats(h) Gain or Pon)

(e) pus (I) m (0)

b 0c 0d 0e 0

Complete 0* for assets shell gain In column and owned by the foundation on 12/31/69 (1) o.t (CoL (h) MVOA

(Q F.M.V. es of 1713110.(1) Adjislocl boboaf 12/31rb3

(W F ep of col. (nam ocL (D. H any

ocL (k), bus not to" than -0•) or

Lamm (flaw oat. (h))

a 0b 0c 0

00 0

2 Capital gain net Income or (net capital loss)In Part 1

1, line 7[ If gaain, alsoenter

enter in, line 7 J 2 37

3 Net.shorttarn capital gain or (loss) as defined in sections 1'222(5) and (6):If gain, also enter In Part L line 8, column (c) (see instructions). If (loss), enter -G-InIn Part I Ilne 8

Qualification Under Seaton 4940(e) for Reduced Tax on Net IMLestm3

ent I come0

(For optional use by domestic private foundations subject to the section 4940(a) tax on net Investment Income.)

It section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year In the base period? [X]Yes q NoIT -Tes,- me rounoacon aces not quarry unaer section 4e4u(e). uo not complete this part1 Enter the wiproRft amount In each column for each ear, see the instructions before mak entries.

and p W Y""Colon

w (b)'Adjusted quslfyfng dWfty ns

(°)Net slue of n nclr as assob

cis eon ratio

20 1 1 02010 0. 0002009 0-00000020082W7 0,000000

2 Total of One 1, column (d) . . . . . . . . . . . . . . . . . . . . . . . . . 2 0.3 Average distribution ratio for the 5-year base period--divide the total on line 2 by 5, or by

the number of years the foundation has been In existence If less than 5 years . . . . . 3 0.000000

4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5 . . . . . . 4

5 Multiply line 4 by line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . e

6 Ester l% of net Investment Income (1 % of Part I, line 27b) . . . . . . . . . . . . 8 0

7 Add fines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 0

8 Enter qualifying distributions from Part XII, line 4 . . . . . . . . . . . . . . 8 0If fine 8 Is equal to or greater than line 7, check the box in Part VI, INe 1 b, and complete that part using a 1% tax rate. Seethe Part VI trntruc ions.

Form 990-PF (wiz)

1018/2013 5:21 :30 PM - 70496800 - 2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

Form

Va Exempt operating foundations described In section 4940(d)(2), chedt hems ► C] and enter "WA• on Ifne 1.Date ofmmV ordetennlnatlonletter: .................. (attaobdopy ofNehr,ifnsesssary-es.IaPoatIon)

b Domestic foundations that meet the section 4940(e) requirements in Part V, checkhere ► (] and enter 11l% cf Part I, line 27b . . . . . . . . . . . . . . . . . . . . .

c All other domestic foundattonq enter 2%-of time 21b. Exempt foreign organizations enter 4%of Part I. line 12. Col. (b).

2 To uDder section 511 (don tic section 4947(aRt) trusts and taxable foundations only. Others enter 4-)3 Add &tea 1 and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 Subtitle A (Income) tax (domestic section 4947(x)(1) tiusti and taxable foundations only. Others enter .0-)5 Tax based on lnvelament Income. Subtract l ne 4 from Ilne 3. If zero or lase. enter 4 . . . . . . . . . .8 CredNs/Payrtspls:a 2012 estimated tax payments and 2011 overpayment credited to 2012. . . 8a 334b Exempt foreign organizations-- tax wWtheld at source . . . . . . . . . 6b0 Tax paid with apptleation for extension of time to file (Form 8888) . . . . . Scd Backup withholding evnoneousty withheld . . . . . . . . . . . . 6d

7 Total credits and payments. Add Ones 8a atrough ed . . . . . . . . . . . . . . . . .8 Enter any pendlty.for underpayment of estimated tax. Check here Off Form 2220 Is attached9 Taos due. It to total of ines 5 and 8 Is mote than We 7, enter amount owed . . . . . . . . . . . . .10 Overpayment if line 71e more than the total of lines Send 8, enter the amount overpaid . . . . ►11, Eider the amount of to be Credited to 201$ esthnabd tc ► I Refunded I110

4

1 a During the tax year, did the foundation attempt to Influence any national, state . or local legislation or did It Yes Noparticipate or Intervene In any political campaign? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a X

b ofd It spend more than $100 during the year (either directly or indirectly) for political purposes (seeInstrudlone for the definition)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Xtf ttie answer fs `Ybs' fo in or 14 attach a detailed desortption of the ecW%3 and copies of any metSrbbpu &shed oroYsMbtded by file foundation 81 conneebbn wRh the, actMUe&

c Old ttw foundation file Form 4 120-POL for this yeah? . . . . . . . . .. . . . . . . . . ... . . . . . . . . . . 9C Xd Enter the amount (If any) of tax on political expenditures (section 4955) Imposed durtnp the year.

(1) On the foundation, ► S (2) On fotWatlim ' managers. ► S9 Enter the reimbursement Of any) paid by the foundation during the year for political expenditure tax Imposedan foundatlbn m gels. ► $

2 Has the foundation engaged in any activities that have not previously been reported to the IRS? . . . . . . . . . . . . 2 Xi'YSA' attxh a deta0bd descnptron ofU* acthdiea

3 Has the foundation made any-changes , not previously reported to the IRS, In Its governing Inshurr w, articlesof kroorporation . or bylaws , or o8W slmUer instruments? If 'Yes,' attach a conformed copy of the changes . . . . . . . . 3 X

4 a Old the foundation have unrelated business gross Income of $1.000 or more during the year? . . . . . . . . . . . . . . 4ab If'Yes,' has I flied a lax return on Form 990-T for this year? . . . . . . . . . . . . . . . . . . . . . . . . . . 4b WA

5 Wae there a liquidation , termination, dissolution , or substantial contraction during the year? . . . . . . . . . . . . . . 6 Xd'Yea, • afac1 the statement raqubed by General instruct on T.

6 Are the requirements of section 508(0) (relating to Sections 4941 through 4945) satisfied either.By language in the governing Inevument,,or

a By state legislation that effectively amends the governing Instrument so that no mandatory directionsthat conflict with the state law remain In the governing Inadument? . . . . . . . . . . . . . . . . . . . . . . . 6

7 Did the foundation have at least $5,000 In assets at any time during the yea?1f -Yes complete Part Il, cot (c), and Putt". 7 X8 a Enter the states to which the foundation reports or with which It Is registered (see Instructions) No

-9A........................... ...................... ... °--_ _.----.....---.--°-----........ _• ---_ _......b If the answer Is 'Yee to line 7. has the foundation furnished a copy of Form 990-PF to the Attorney

General (ordestgnate) of each state as required by General lnshuctlorl 0? It No.-attech axpanst on . . . . . . . . . . 8b X9 Is the foundation claiming etetlm as a private operating foundatlan wit in the meaning of section 49420

or 49421j)(5) fbrtatlendar year 2012 or the taxable year beginning In 2012 (see Instructions for Part XIV)7 i 'Yes,complete PactXN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 X

10 Old any persons become substantial conMbutors during the tax year? if'Ves' at ach a schedule Satingtheir names and addeases 10 X

Form aav-rr gait)

• '10/8/2013 6:21:$0 PM - 70496800 - 2100 - WC!- HELEN & ERNEST SIMMONS ENVIROMENTAL

F-V199IWF(2012)SIMMONS ENVIRONMENTAL EDU FD-IMA 31-1775388 page 6

11 At any time during Behyear, did the foundation, directly or Indtiedly. own a controlled entity vin themeaning olaedton 512(bX13)? It Yes,' attach schedule (see Instructions) . . . . . . . . . . . . . . . . . . . . 11

12 Did thef tmdatlon make a dI trtbutlon to a donor advised fund over which the foundation or a dtsqualNFed person hadadvIsM privileges? If 'Yes," attach statement (see tnatrucaons) . . . . . . . . . . . . . . . . . . . . . . . 12 X

13 Did the foundation comply with the public Inspection requirements for Its annual returns and eôempdon application? . . . 13, X

Wabalteaddress ----- ----

--14 Thabooks are 0 careof 10, Did NORMAN - - IP%MON3------------------------------------ ------------

- Telephone no. ► $88_73Q49^3 ..............Located at ► BOX 2AP_lNQHgR c!2 KALBERr(^ carâde ---------- ---- -- -- -ZIP 4 TQK?+n!4,- ------_

16 Sedan 4947(aXl) nonexempt charitable mists filing Form 990-PF In Wu of Fotm 1041--Check here . . . . . . . . , . ► q

and enter the amount of tax-exempt Interest received or accrued during the year . . . . . . . . . . i 1a N/A16 Al any time durIng calendar year 2012 , did the foundation have an Interest In or a signature or other authority Yss No

owa bank, seaaftles , or other financial account Ina foreign country? . . . . . . . . . . . . . . . . . . . 18 X'See the Instructors for exceptions and bang requirements for Form TO F 90-22.1. If 'Yes,' enter the name ofthe country 110-

111111MINTAle ms $tat rmrds Regarding Activities for Which Form 4720 May Be RequiredFile Form 4720 If any Rom Is chocked in the "Yes" column, unless an eXceptlon applies.

is During the,year did the foundation (either dlrecty or Indt :

(1) Engage In the seta or exchange, or leasing of property with a disqualified person? . . . . . . .

(2) Borrow money from, lend money to, or otherwise extepd a8dlt to (or accept it from)adlsqua9aed person? . . ., . . . . . . _ . . . . . . . . . . . . . . . . . _ . .

Yes No

q Yes q No

Ono

ONo

Q No

Dyes

(3) Furnish goods, services , or facilities to (or accept them from) a disqualified person? . . . . . . Q You

{4} Pay compensation to, or pay or reimburse the expenses of. a disqualified person? [X Yes

(6) Transfer any Income or assets to a disqualified person (or make any of either availablefor the benetk or use of a disgimtifled person)? . . . . . . . . . . . . . . . . . . . . . q Yes

(6) Agree to pay money or property to a government o(tldat? (Exception . Check 'No'V the foundation agreed to make a grant to•or to employ the official fore periodafter termination of government service , It terminating within 90 days.) . . . . . . . . . . . .

1:1 Yes

b if any answer Is 'Yes' to la(1)-(6), did any ofthe acts tail to quaky under Be exceptions described In Regulationssection 63.4941 (d)-3 or Ina current notice regarding dlsestef assistance (see Instructions)? . . . . . . . . .OrganltatIons refying an a current notice ngadtrg disaster assistance check hero . . . . . . . . . . . .

c Did the foundation engage In a prior year In any of the acts described In Is, other then excepted acts,that were not corrected before the IM day of the tax year beglrudng In 2012? . . . . . . . . . . . . . . .

2 Taxes on failure to distribute Income (section 4942) (does not apply for years the foundation was a privateoperating foundation defined In section 4942(J)(3) or 4942W(6)):

a At the end at tax year 2012, did the foundation have any undistributed Income (lines Hdand Se, ?art Xuq for tax year(s) beginning before 2012? . . . . . . . . . . . . . . . . . . . 0 Y

If 'Yes,' list the years 0` 20 20 - 20....... 20------b Are there any years listed in 2e for which the foundation Is not applying the provisions of section 4942(a)(2)

(relating to Incomsct valuation of assets) to the year's undistributed income? (If applying section 4942(a)(2)to an yeast listed . answer 'No, and attach statement-see instruct ons.) . . . . . . . . . . . . . . . . .

Q No

:f

ae B NO

c If the provisions of section 4042(a)(2) are being applied to any of the years listed to 2a, list the years here.0' 20 ___ , 20 ....... . 20... .. . . 20------

3a Old the foundation hold.. ore than a2% direct or indirect interest In any businessenterprise at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . D you QX No

b If 'Yee; did It have excess business holdings to 2012 as a result of (1) any purchase by the foundationor disqualified persons after May 20, 1909: (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(cX7)) 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 ScheduAs C, Form 4720, to determineIf the foundation had excess business holdings In 2012.) . . . . . . . . . . . . . . . . . . . . . . . . . . .

44 Dad the foundation Invest durkV the year any amount In a manner that would jeopardize its dierilable purposes? . . . . .

b Did the foundation make any Investment in a prior year (but after December 31 . 1969) that could jeopardtte its diaritabtepurpose that had not been removed from leopardv before the first day of the tax veer bealnnlna In 2012? . . . . . . . . I4bI IX

Form 990-PF (2012)

1 Q1812(313 521:30 PM - 70496800 - 2100 - WC2 - HELEN A ERNEST SIMMONS ENVIROMENTAL

Fazm 990-PP

tea During the year dad the foundation' pty of)dolt any amol/d to:

(1) Carry on propaganda. or otherwise attempt to Influence legislation (section 4945(o))? . . . . . 0 Yes NO(2) (Nuance the outcome otanyspednc pttfc election (see section 4955): or to carry

on., dhecby or Indirectly , any voter rep)stradon drive? . . . . . . . . . ... . . . . . . fl Yes I No

(3) PtoVide a grant to an Inds vdual for travel , study, or other similar purposes? . . . . . . . . . q Yes EX No(4) Pnsdde a grant to an organization other than a charitable , eta, organisation described

in section 509(a)(1), (2). or (3), or section 4940(dyM? (see Insbuetlons) . . . . . . . . . . . El Yes X No(6) Provld&fOr any purpose other than religious . thurltaMe . scientific, literary, or

educational purposes. or for the prevention of cruelty to children or animals? . . . . . . . . . q Yes El No

b If any answer Is'Yesi to 5a(1}{b), did any of the ttaneecftons ' fatl to qualify under the exceptions described inRegulations setllon 549 5 or In a current notice regarding disaster assistance (see Inst uctons)? . . . . . . . .Organizations relying on a curtaht notice regarding disaster assistance check twit . . . . . . . . . . . . . ►

C If the answer Is'Yes' to question 6p(4), time the foundation clalmexernptton from thetax because It maintained expenditure responsibility for the grant? . . . . . . . . N/A (J Yes NoN `Yes," aftacf rhb stnMment,nrqubifd by Regulations section 53.4943-5(d).

Se Did the foundation . during the year, receive any Mids. directly or Indirectly. to paypremiums on a personal beneat contract? . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes ^X No

b Did the fou datlon, during the year. pay tumnlurns, directly or Indirectly . on a personal beneM,oontract? . . . . . . . . .if -Yes- to 6b, I e 'Form 8870.

7a' At any dine"dudng the tax year, was the foundation a party to a prohibited tax sheltertransection7 , yes [0140b If -Yee, did the foundation receive any proceeds or have any fast Yxxmeattributable to the transaction? . . . . . . . . .

and Contractors1 Ust all officers directors , trustees foundation mans ers and their com ntu^tfon (see Insb uetlons

(a) Name and Wdress(b) Title, and avrreps

bouts per weekday to Position

to) Compenseflonprnot pall, enter

-04

(d) Comdbutlana toemployee benefit plans

arid deferred amponsolon

jaiExpmve

r4

o allovanesa

DKNOftMM1l9.SJMP-49149-------------------BOX R CREEK ALBERTA 0 TOKI

TRUSTEE2.00 0

_

WeJI$ Fpjga BagkN 14 Tt 7t .QeP3----P X83 CWHU12 SAN FRANCA

AGENT6 ,890

2 Compensation of five highest-paid employees (other than those Included on tine 1-see Instructions). If none.enter "NONE'

(a) Name and addrea of each etnptoyee paW mat than $50,0oa(b) TEs, and average

tours per weekdevoted to poaSbn

(c) Compensation

(d) Contributions to

envwseOwe and defemd

tai EnW scocur.gear a(b4rmroes

Total number of other employees paid over $60,000 . ► d

Farm y.Vu-ri (2012)

' 10/812013 5:21:30 PM - 70496800 - 2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

Fg%010)-PFR012) SIMMONS ENVIRONMENTAL EDU FD-IMA 31-1775388 Poo 7In rniationnAbout OITICera, Directors, Trustees, Foundation Managers, Highly Paid Employees,and Contractors (continued)

3 Ftm hiohelt-seld independent centruetont for oroMatlOnal somfem lane Initrurllonsl If nom_ aeto "NO IE"

• Name and addrm dead more than060.000 (b] Type of smvb- (C) C-npwwad-

............................................ ^----

----------------------------------------------------------------•

Total nanber of others receMm over $50,000 for rofe§slonal services ►

• Summary of Direct Charitable Activities

Lid tM tWWaWW$ burISWd dk*d bla aGhttlW dwihnq Mie t xyw. lididw td d vbdslcd InMmntlon suds uM^ wîw^Mr w/ Ns.Mnw. -m1 ..1Mr ^wdGMA.. wwwliw^.ww•.'n.w^wl .^..iw.l. w..^... wwf..n.A ./- 1 ev.

t NONE---------------------------------------- ----------------------------------------- -------------.......................................... ...........................--•----•--•r--•--..-..-..

2-.--...... . .............................................................--...-.r ...................................... • .---------.------.-.r----1-- -....-.......3 a .............................................r--.----..-----....-...-..-.--...-..---.-.--.-......-.

... ........... .r-...-.--.-.-...--...-•--•--........----•----...-..-...-•--•-•-•--•-------r-----....

4

WMMV.W-.M Summary of Proaram-Related Investments (raw inatm tinrmlDewlbs the two Irne*bne4b made the foundom tabs the tot on {rhea I and 2. Mtouwd

1 NQNE-....... ......................................................................................

2

AN Ww proorwo4etabd br*edmwft s« bubuctcn..

3 NONE ......... -....................... . ............................................................

TotaL Add IhieS I th h 3 ►Form 990-PF (2012

1 b/8/2013 5:21:30 PM - 70496800 - 2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

Fom+4eo-* 2Ot2) SIMMONS ENVIRONMENTAL EDU FD-IMA 31-1776360 Page 8

Minimum Invesbnent Return (AI) dornesttc foundations must complete this park Foreign foundations.see InstfuC06118.

1 Fair market value of assets not used (or held for use) directly In carrying out charitable. etc..Purposes:

A Average monody tatr manoet value of seautthm . . . . . . . . . . . . . . .. . . . . . . . . . . . a 62s 996b Average of monUtty cash balances 1b 26288C F* market valueof a ! other aasels (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . 1c

d Total (add Ones 1a, b. and c) _ 1d 662 86

e Redyc66n claimed totbtodcage or other factors reported on Ones Ia andto (attach detailed atcplanatlan) .. . . ... . . . . . . . . . . . . . . . . 1f,

2 Acqulsiuon Indebtedness applicable to lbre_1 assets . . . . . . . . . . . . . . . . . . . . . . . . . . 2

3 Subtract tine 2 tram One Id . . . . . . . . . . . .. . . ... . . . . . . . . . . . . . . . . . . . 3 652,2884 Cash deemed held for charitable activities. Enter 1'%% of Ilne 3 (for greater amount, see

Insttacm) .................. .................. . 4 9,784a Net valve of noncharlbbtause assets. Subtract Me4 from fine S. Enter here and on Pelt V. fie 4 . . . . . . . 6 842 502

Distributable Amount (see Instructions) (Section 49420)(3) and 0)(5) private operatingfoundations and certain foreignorgan izations check here ► 0 and do not complete this part.)

I Mlnhnum Investment return from Part X. One e . . . . . . . . . . . . . . . . . , . . . 1 32 .12528 Tdx on Inveshhent Chcome for 2412 from Part VI, line 5 . . . . . . . . . . . . . 2a 931b Income tax for 2012. (This does not Include the tak from Part VI.) . . . . . . . . . 2bc Add lines 2a and-2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 931

3 Distributable amour* before adjustments. Subtract the 2c from line I . . . . . . . . . . . . . . . . . . . 3 31 1944 Rocovertes of amounts healed as quaRfyfng distributions . . . . . . . . . . . . . . . . . . . . . . . . 4

5 Add IYnes 3 and,( . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 , 1940 Deduc Ion from distributable amount (see Instruetlons) . . . . . . . . . . . . . . . . . . . . . . . . 67 Dtsttibutable amount as adjusted . Subtract Me 6 from line 5. Enter two and on Part XIII.

tine 1 7 31 , 194

QuaJU ring Dlstr(butlons (see instructions)

I Amounts paid (Indud>ng adndnistrative expenses) to'aocompllsb charitable. etc. Iwposes:a Expen , contributions . gins, etc.--total 1mm Part I. cotunm (d). One 26 . . . . . . . . . . . . . . . . . . in 33 475b Program-related Imiestments-total from Port IX.8 . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b

2 Amounts paid to acquire assets used (or held for use) dI ec tly In carrying out charitable. etc.,Purposes ...... a .................................... 2

3 A aunts set aside tor-speciic charitable projects that satisfy the:a SuIabflfty test (prior IRS approval required) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3b dash distribution test (attach the tequbed schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . 3b

4 Qualifying dbtributione. Add tines 1 a though 3b. Enter time and on Part V, Ins 8, and Part XIII, am 4 . . . . . . 4 33 ,4756 Foundations thM.qualIff under section 4040(e) for the reduced rate of tax on net Investment

Income, Enter 1% of Part 1, line 27b (am Instructions) . . . . . . . . . . . . . . . . . . . . . . . . . ti6 Adjusted qualifying distributions. Subtract Ins 5 from Brie 4 . . . . . . . . . . . . . . . . . . . . . . 6 33 47

Note. The amount on line 6 will be used In Part V, column (b). In subsequent years when caktladng whether the foundationqua9}bs for the section 4940(e) reduction of tax in those years.

Fom+ 880-PF (2x12)

10/8/2013 521:30 PM - 70496800 -.2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

Form 990-PF 9

1 Dlstdbutable amountfor 2012 from Part XI,One 7 . . . . . . . . . . . . . . . . . . .

2 Undistributed Income. if any, as of the end of 2012:

a Enter amount for 2011 only . . . . . . . . . . .b Total for prior yeara:2b_, 20 , 20

3 Excess distributions carryover, If any, to 2012:a From 2001 . . . . . . .

b From 2008 . . . . , . .C From 2009 . . . . . . .d From 2010.C From 2011 . . . . . . .

'f Total of hoes 38 through e . . . . . . . . . . .4 Qualify{ng distiibufor s for 2012 from Pad

XII, One 4: 10- '$ 33,475a Applbad to 201 1, but not note ttren IInC 2a . . . . .

is Applied to undisMbuted lnco"tlp of prior years

(EJectldn requtred--see Instructions) . . . . . . .c Treated as distributions out of corpus (Election

required--sect Insructions) , . . . : . . . . . .0 AOPOW to,2012 distributable amount . . . . . . .

o Remaining amount distributed out of corpus . . . .

6 Excess dIstibutions carryover applied to 2012. . . .

(Nan amcwd apppara di cohaw (d), thesame amount must be alpwn En column (N.)

8 Entar the not tobd of each column asIndicated betovr.

a Corpus.Add Ides 3t, 4c, and 4e. -Subtract One 3 . . .is Prior years undistributed Income. Subtract

line 4b tr0n1 One 2b . . . . . . . . . . . . . .C titter the amount of prior years' undistributed

Income fat which a notice of defdency has

been Issued, or on which the section 4942(a)

tax has been previously assessed . . . . . . . .d Subtract line eq from one 8b. Taxable

amourd--see Instructions . . . . . . . . . . .e Undistributed Income for 2011. Subtract one

4a from line 2a. Tax*blo amount-see

Instructions . . . . ... . . . . . . . . . . .

1 Undlshmuted Income for 2012. Subtract

lines 4d and 5 from be 1. This amourd mustbe distributed In 2013 . . . . . . . . . . . . .

7 Amounts treated as distributions out ofcorpus to satisfy requirements Imposed byseOfion 170(b)(1)(F) dr 4942(g)(3) (see Instructions).

8 Excess distributions carryover from 2007not applied on Tina 8 or tine 7 (sea Instnxttons) .

9 Excess distribution canyon r to 201 S

Subtract tins 7 and 8 from line 62 . . . . . . . .10 Analysis of One 9:

a Excess from 2006 . . . .is Excess from 2008 . . . . .C Excess IPom 2010 . . . . ,d Excess Fran 2011 . . . . .

(a) I 0'1 I (a) I c^Corpus Yeah pbrto 2011 2011 2012

Fong 990-PF (mtn

10/8/2013 5:21:30 PM - 70496800 - 2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

Fern

10 If the foundation has received a ruling or detemmfiatlon letter that It Is a private operatingfardallm, and the ruling Is effective for 2012, enter the date of the ruling . . . . . . . . . . ►

b Check box to indicate whether the foundation is a prate operating foundation described In section 0 4042(0(3) or [] 4a42(D(S)2a Enter the Water of the adjusted net Tax Vow Prior 3yearsIncome from Part I or the minimum

(.)TOW

nvestment retum from Part X for each (a), 2011 2 0+b 2011 (s) 20 (d).200*

year Bsted . . : . . . . . . . . . . . 0

b 85% of fine 28 . . . . . . . . . . . . . 0.C Qualifying gbbtbutlons from Part XII,

line 4 for each year listed . . . . . . . . . 0

d Amounts Included In line 2c not used directlyfor active conxtuct of exempt activities . . . .

0 Quallf tng dlsblbullons made directlyfor active conduct of exempt activities.Subtract line 2d from fine 2c . . . . . . . . 0

3 Complete •3a, b, or c fot thealternative test relied upon:

a Assets' alternative test-enter.(1) Value of all assets . . . . . . . . . . 0

(2) Value.ofasaelsqualiyingunder section 49420)(3XH)p) . . . . .

b Endowment' altematlvetesb- antef 213of minhrsim Investment return shown InPart X, sine a for each year listed . . . . . .

c 'SUpporr aflfirnallve test-enter:

(1) 7 ofter(an In es Ino ntteerb sL

edividends. rants, ntaon s urfties loans section512(aX5)). or ) . . . . . . . .

general ixôt(2) annda5 or m6ni exempt

organization as provided insection 4942(D(3)(B)(HI) . . . . . . . . 0

(3) Largest amount of supportfrom an exempt organizatlon . . . . 0

(4) Gross lrwesbnent h come . . ... . . . A

'/ Supplementary•Informatton (Complete this part only If the foundation had $5,000 or more inassets at any time during the year-see Instructions.)

I Information Regarding Foundadon Managers:a List any managers of the foundation who have contributed more than 2% of the total contAbullons received by the foundation

before the dose of any tax year (but only If they have cbntdputed more than 85.000). (See section 507(d)(2).)

NONEb List any managers of the foundation whoown 10% ar more of the stock of a corporation (or an equally large portion of the

ownership of a partnership or other entity) of wt ich the foundation has a 10% or greater trderest.

NONE2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc.. Programs:

Check here 1® If the foundation only makes contributions to preselected charitable organizations and does not acceptunsolldtad requests for fonds. If the foundation makes guts. grants, eta (see Insbudons)•to Indviduals or organizations underother condNtona, complete Items Za, b, o. and d.

a The name, address, and telephone number or e-mat of the person to whom applications should be addressed:

b The forth In wNch applications should be submitted and Information and materials they should include:

c Any submisalon deadlines:

d Any restrictions or Omuatlons on awards, such as by geographical areas, charitable fields, Idnds of Institutions, or otherfactors:

wm 990-PF (2012)

101812013 5:2130 PM - 70496800 - 2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

F m

a Grants and Contributions Paid Durina the Year or Approved for Future Payment'

Recipient show any rel.eon.wp tomd G

FoundaWnshems of

aupws or omne oraottf^0utlm Amount

Name and address home or businessany* s - manapetorsuba.ne.l =*MUW

a Paid dwing the yearSee Attached Statement

Tota l ► 3a 3D 803

b Approved for Amore paymentNONE

Total ► Sbl 0Farm 990-PF ao+2)

10/812013 52f:30 PM - 70498800'- 2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

-Fdrm esaPF (W2) SIMMONS ENVIRONMENTAL EDU FO-IMA 31-17753ti Pam 12

Analysts of Income-Producing Activities

Eater gross arnQunts ynless otherwise indicated. Unrelated business income Exuded by aec 512, 613. a 614 (e)

I Program setvlce revenUW

(a)Business code

(b)Mmard

(ClMw n cods

(d)Amount

Ra1^"d °'sxa"'M

su"ch" m10°(Sep trsauanonI.)

a

bcdai

g Fees and contrails framgovemment agendas. ,. .

2 Membashlp dues and assessments . . . . . . . .

3 Interest an savhgs sndterrporery Cash Investments4 Davldends and interest from aecLa1des . . . . . . . , 14 13.7878 Net rental Lmma or (lose) *om real,Uatate:a Debt-financed properly . . . . . . . . . . . .

b Not debt-flnanced property . . . . . . . . . ., .6 Net rental Income or (bss) from personal property . . .

7 Other Investment fncorne . . . . . . . . . . . . .8 Clain or (lass) from sales of assets other than Inventory. 18 37 8089 Net Income or (lass) from specIal events . . . . . . .

10 Gross profit or-(loss) from sales of Inventory . . . . . .11 Otherrevenue: a

bc00

19 SubtoW-Add canons ft. (d). and (e) . . . . . . 0 51 ,593 1 013 TotaL Add Ilse 12. col inns 01). (d). and (a) . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 ,51.583

. - - - ----, r.... GFtC »2 ciu2 -Vi P 3/5

1018/2013 521:30 PM -70496800 - 2100 -WM - HELEN $ERNEST SIMMONS SWIROMENTAL

Fora iow 13

I Pid ll o en don dmc ly or it*maty er a is ary of the ftt wb wM any oMw otpantrMbn deoctbed Y.S NoIn secdon 601 (c) of t1N Cod. (otlw#=Aw 0on 501(c)(3) orpw aIotn) orb section aV, mOft uD po2Y®I

a Trwdam fiom the r cI ip fawddion !o a trondwr w.mpt o,v.. itfton c(1)Cash'...... ............................ ..... 1 X•(2) Oth ase.d . . . .. . . . . . . . . .. . . .

.. . . . . . . . . . . . . . . . . . .

b Other haMadbtt^(1) 3^les d do +l nmiolwrimbi^ aoosnlptat utlan . . . . . . . . . . . .(2) Puraliaa s of auatr from a na daltUabb axon pt otgank8on . . . . . . . . . . . . . . . . 1(3) Ra. l offilch, aqutmwt, or other aesefs .. . . . . . .. . . . . . . . . . .. . . . . . 1(4) Reb'r&aeemtmtafro . . . . . . . . . . . . . . . . . . . . . . . . . . . . .(6) ôsn ur Ioa,poantwo . . . . . . . . . . . . . . . . . . . . . .(t} Perbrirtaltoe ofIds ormemb.od?p or Rv*,uMw.iidbatlons . . . . . . . . . . . . .. . . . IbM

c 8i1M1>g olfacf^s, sgtilprt ni .thi 1I. odw - I or p.fd onpluyoea . . . ,. . . . . . . . . . . t 9-d If dw anawrto any of thw abws kWYas,' ampkft ft ach®drda. Gohm {b^ efauld _ u1 }It• ftdr me"t

vain of the pood othsr erg-, , or eewkm pMe by t1ei ftoWebn. Eft faiadatlon re bwOm fair Insfo.tYak in any b riorj nat ^haAnp r^gêl .tio r h fete Yelus of Qts pooch. agtiK aes^fs. al awvioaa esa hed

?a b the bix datlon dI r or bodkoeVy 1U 11 d wiii, of refftd b, one ormore ptatpt rAcdonndesafbpd in eacilop 501(x) aNhe Cads (other hen ®edl 6o1(cX3)) ar in sedlon a7? . . . . . . . 0 Yes (Rim

b If "Yae.• mnnI I ifhe fofg ndrdA&

tumid d d

Hers

lh111perAUtp^}ry^ Ii^Yw4ift>^pttrdtitMS.MalR^9t9+^ld^dd^w^tdO lebiaf ^lY^

Margo= dho.....«mu

^/^^-î tva Û, s ,^sx^, y t //x2/3^ ]Ht ^b.t ,^r+ t2c1 *+M` udslor^..adôratds. lorÂt^ IAêw^ti^luvfn ab PrlfP&Mhm

1018/2013 521:30 PM - 70496800 - 2100 - WC2 - HELEN & ERNEST SIMMONSENVIROMENTAL

year

Name

Street

Name

street

Name

Street

Name

Street

Name

Street

NameOR, NORMAN & HILAH SIMMONS. SIMMONS ENVIRONMENTAL EDU.FNDStreet

10/8/013.5:21:30 PM - 70496800 - 2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

Part I, Line lBc (990-PF) - Other Professional Fees,nn n n 1200

DisbursementsRevenue and for CharitableExpenses per Net Investment Adjuated Net Purposes

DescrbOog Books I e Income (Cash BMW Only)I ITax Fee - 1200 1200

1018/2013 5:21:30 PM - 70496800 - 2100. WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

Part 1. Line 18 (990-PF). -Taxes339 339 A '0

Revenue Disbursementsand Expenses Net Investment Adjusted for Charitable

Desciodon ow Books Income Purymm1 Forel Tax Withheld 339 339

Js.

1018/1013 5:21:30 PM - 70496800 - 2100' - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

Part I, :Line 23 (990-PF) - Other ExpensesAa ' A AIR n 1 a72

Revenue and DisbursementsExpenses Net Investment Adjusted Net for Charitable

Description r gooks I com Inoome es•1 WELLS FARGO FEES AS AGENT 5,890 1 4,418 1 ,472

it

1 0/81201 3 5:21:30 PM - 70496800- 2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

Part III (990-PF) - Changes In Net Assets or-Fund Balances

Iti

Cs

1

1

t„ .1'018/2013 521:30 PM - 70496800 - 2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

.Part V!. Line 6a (990-PF) - Estimated Tax PaymentsDate Amami

I Credit from prior year return . . .. . . . . . . . . . . . . . . . . . . I 334

Z First quarter estimated tax payment . . . . . . . . . . . . . . . . . . . . . 2

3. Second quarter esthnated tart payment . . . . . . . . . . . . . . . . . . 34 Third quarter estimated tax payment . . . . . . . . . . . . . . . . . . . . 46 Fourth quarter estimated tax payment . . . . . . . . . . . . . . . . . . . . 56 Other payments . 6 0

7 Total , 7 334'

. s,

Part VIII, Line 1 (990-PF) - Compensation of Officers. Directors, Trustees and Foundation Manages

hi-t 'r

Stria Coda F"mCam TittrAvg NA

Por W.s t C,

Y

Bsrfda

U

A M

J-

mDR NOPMAN M SMMONS OX 248 PINCJIER QREEK AL@ERTA TWIV61) Cw0ft TRUSTEE 2

10

Mh F_po B * NA. Tad Tax X 0 BOX 03554 MAGA034&012 . FRANCISCO 183 A 8R 1

2

i)11

+ 101612013 5:21:30 PM - 70496800 - 2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

Part All, Line-2a, Column C (90-PF).- Prior Year Undistributed IncomeI Dlstrbutabie amounts for 2011 that remained undistributed at the beginning of the 2012-tax year . . . . 1 30.8032 2a

44

6 66 g

8 89 910 Total 10 30,803

Account Statement For.SIMMONS ENVIRONMENTAL EDU FD-!MA

Period Covered. December 1, 2012 -December 31, 2012

Account Number 70496800

A55111 DETAIL

AMD awm,r ha uo"""12/3^V1 Cost Basis U4 loss Aw^;û Yânr'MMM

Cash & Equivalents

INCOME $104.33 $104.33 $OAO

Total Cash $10433 $104.33 $OAQ

MONEY MARKETFEDERATED TREASOBLFD68 7,414.660 $7,414.66 $7,414.66 $0.00 $0.74 0.01%Asserhetdfi bvesWincomePortfalroFEDERATED TREAS OBL FD 68 22.773.180 22,773.18 22,773.18 0.00 - 2.28 0.01

Total Money Market $30,187.84 $30,187.84 $0.00 $3..02 0.01%

Total Cash & Equivalents $30,292 .17 $30,292.17 $0.00 $3.02 Ohl%

Aucr Dccaimnox Qwuntttr P As v111 Ccst Basis ft= AnnuuMOaîc a0

Fixed IncomeDOMESTIC MUTUAL FUNDSWELLS FARGO AD'VANTAGECORE BOND FUND 3,277963 $12.880 $42.22a16 $41,047.61 $1,172.55 $842.44 1.99%CLASS INST #944SYMBOLMBFIX CUS1P,S4975J581WELLS FARGO ADVANTAGE GOVERNMENT 1,872.134 11.150 20,874,29 19,719.15 1,155.14 312.65 150SECURITIES FUND• CLASS 1 #3101SYMBOL: SGVIX CUSP. 949917579WELLS FARGOADVANTAGE HIGHINCOME 4.077383 7.800 31,806.71 28,703.57 3,103.04 2,01035 632FUND INS 93110SYMBOL: SITYYX CUSIP. 949917538

WELLS FARGOADVANTAGE 5HORT-7ERM 1,314.002 8.820 11,58950 11,366.12 223.38 21155 1.82BOND FUND-CLASS 1113102SYMBOL: SSHIX CUSIP. 949917652

TotatDomestic MWualFunds $106,490.66 $100,83655 $5,654-11 $3,376.99 3.17%

Soil$

DC4BO1D0A0000008 W*t ft#MA0W NYNA01080 001463 10456155.1

Account Statement For: Period Covered: December 1, 2012 - December 31, 2012

SIMMONS ENVIRONMENTAL. EDU FD-IMA ' •Account Number 70496800

ASSET DETAIL (continued)

AswT Ocscw Qwwnn PMM 4s or 12/3V112 CosrR&z floss mmr1 m Row

Fixed Income (c,nnued)INTERNATLONAL MU UAL FUNDSDREYFUS EMERGING MARKETS DEBT LOCAL 2,140.439 $15340 532.83433 $31,592.15 $1,142. 18 $458.05 139%CURRENCY FUND CLASS 1 #6083SYMBM 0081X CUSP261980494PIMCO FOREIGN BOND FUND 522.667 10.790 5,63958 5550.73 88.85 153.66 2.72,USD HEDGED INS11. #103SYMBOL: PFOR)C CUSIP. 693390882WELLS FARGO ADVANTAGE INTERNATIONAL 503.711 11 680 5,88334 5.656.68 226.66 120.89 2.05BOND FUND CLASS IS #4705SYMBOL: ESICX OJSIP. 94985D382

Total rntemadm A Mutual Funds $4357.25 $42,19936 $IA57.69 $732.60 1.65%

Total Fixed Income $150,847.91 $143.736.11 $7,111 .80 $4,10939

Asp DEsOMM

EquitiesDOMESTIC MUTUAL FUNDSARTISAN MID CAP FUND CLASS INS #1333SYMBOL' APHMX CUS1P: 0431411600ISHARES RUSSELL 2000 GROWTH INDEXFUNDSYMBOL IWO CUSIP 464287648JP MORGAN MUD CAP VALUE FUND-CLASS0758SYMBOL FLMVX CUSIP. 339128100T ROWE PRICE BLUECHIP GROWTH FUND*93SYMBOL: ZRBCX CU-W. 77954Q106

QUWM Pon ASaF1 1n2 Coat BUSS Urw= AiiJ 6m Yiau

559243 $39050 $21,838,44 522,201.96 -,$36352 50.00 0.00%

216.000 95.310 20586.96 19,76202 824.94 30132 1.46

667.191 27.990 18,674.68 12,852.17 5,82251 -270.88 1.45

1,021.106 45.630 46,593.07 40768.80 5.824.27 137.85 0.30

bol is

1101 M

00„54 0 3

Account Statement For:SIMMONS ENVIRONMENTAL EDU FD-IMA

Period Covered: December 1, 2012 - December 31, 2012


SSET DETAIL (continue

3 s W'Assam DES[^nP' M ouamv PM. As of i?J 1112 cast BM iAlmuAt6+co Yin

Equities (continued)DOMESTIC MUTUAL FUNDS (continued)WELLS FARGO ADVANTAGE C88 LARGE CAP 4,012271 8650 34,706,14 21,95837 12,747.77 68249, 1.96VALUE FUND CLASS I - # 1868SYMBOL' CBLSX CUSP. 949751268WELLS FARGO ADVANTAGE INPEX FUND 560.122 47.140 26,404.15 17,632.64 8677151 54556 207ADMIN CLASS - #88SYMBOL: WFIOX CUSP. 9497SGMWELLS FARGO ADVANTAGE SPECIAL SMALL 880541 24590 21,65250 20,093.94 1,55856 0.00 0.00CAP VALUE FUND CLASS IS #4143SYMBOL: ESPNX CUSIP994975P447

Total Domestic Mutual Funds $190,455.94 $155,269.90 . 535,)86.M $1,937.70 1A2%

INTERNATIONAL MUTUAL FUNDSINVESCO WTERNA11ONAL GROWTH FUND 1,332.028 528.880 $38,468.97 $34.471A4 $3,99753 $45822 1.19%CLASS Y08516SYMBOL: AIIYX CUSIP 008882532

TEMPLETON FOREIGN FUND ADVISOR 5,733.942 6.790 36,933.47 34,494.10 4,43937 951.83 2.44SHARES 0604SYMBOL:1FFAX CUSP 880196506VANGUARD MSC( EMERGING MARKET'S ETF 651.000 44530 28,989.01 19,256.85 9.732.18 634.73 2.19SYMBOL:VWO CUSP. 922042858WELLS FARGO ADVANTAGE EMERGING 1,246A57 22.600 28,169.93 ,27,77S.81 394.12 193.20 0.69MARKETS EQUITY FUND CLASS INS 04146SYMBOL: EMGNX CUSIP. 94975P751

Totalbitemational Mutual Funds $134,561A0 $115,998.20 $18,563.20 $2;237.98 1.66%

Total sties $325,01734 $271,268.10 $53,749.24 $4175.68 1.28%

70f1$

DC.480100AC 0000$ t9 NM4NNPI4 MNW NYN 0W.G®P 001465 10458156.1

Account Statement For Period Covered December 1, 2Q12 - December 31, 2012

SIMMONS , ENVIRONMENTAL EDU FD4MAAccount Number 70496800

S

Assam DtsawmN Qu^mr P+ ai' ì Cosr 8*55 5 Awniw^'J cur

Complementary StrategiesOTHERDIAMOND HILL LONG-SHORT FUND CLASS I 1,441.676 $18350 $26,454,75 $23,830.01 $2,624.74 $9227 035%#11SYMBOL: DHLSX CU5IP. 2S2WS833GATEWAY FUND - Y 91986 585.928 27.110 15,884.51 16,042.71 -15820 31111 196SYMBOL-GTEYX CUSP 367829884

HUSSMAN STRATEGIC GROWTH FUND 4601 1,441:884 10710 15,44238 '18,119.02 - 2,677.04 89.40 058SYMBOL' HSGFX CUSIP: 448108100

MEMER FD SH BEN INT 808.017 15.830 12,790.91 1272059 70.32 20928 1.64SYMBOL MERFX CUSIP. 589509108

Total Other $70,572.73 570712.93 -$140.18 $702.66 I=%

Total Complementary Strategies $70.5475 $70,712.93 • $140.18 $702.66 100%

Iof1$

O 53 w, 0 3

.4•

Account Statement For,SIMMONS ENVIRONMENTAL EDU FD-IMA

Period Covered December 1, 201.2 - December 31, 2012


ASSET DETAIL rims

A 1aksuavnon Quwwnm P ISMOM i2 CMMiss 4= "MMOAMJ 'racReal AssetsREAL ASSET FUNDSCREDIT SU155E co ioo 1Y RETURN 3,904.116 $&030 $31,350.05 $34,465.33 -$3,11528 $0A0 0.00%STRATEGYIUND #2156SYMBOL: CRSOX CUSIP. 22544R305SPDR DJ WILSHIRg INTERNATIONAL REAL 638.000 41350 26,38130 17,899.83 _%481.47' 1,736.64 658ESTATE ETFSYMBOL: RWX CUSIP. 78463X863VANGUARD RETT VIPER 387.OQO 65.800 25,464.60 11,331.29 14.13331 906.74• 356SYMBOL:VNQ CUSIR 922908553

Total Real Asset Funds $83,195.95 $63,696.45 $19,49950 $2.64338 3.18%

Toed Real Assets $83,195 .95 $63,696.45 $19,499.50 $2.643.38 3.18%

u012/31 COSTB"s Goa Awiuunbcom

TOTAL ASSETS $659,926.12 $579,705.76 $80,720.6 $11,634.33

Sot"18

DC48DIMAC 000009 NNW**804Mi4 NYN 005 00 001467 10458155,1

10l8C.v1 5:21:30 PM - 70496600 - 2100- WC2 - HELEN a ERNEST SIMMONS ENVIROMENTAL

.8868Application for Extension of Time To File an

(Ret January 2413)exempt Organization Return

D.pabnent o1 ens TTeausy ► File a separate application for each return.taftmer Rri• somm

OMB No. 155.1709

• If you are flihlg for an Automatic 3-Month Extendon, complete only Part ( and check this box . . . . . . . . . . ►• If you are fliing for an Additional (Not Automatic) 3-Month Extension; complete only Part U (on page 2. ofthis form).

,Do not comp(ate Part# unless you have already been granted an automatic 3-month extension on a previously filed Form 8888.

Electronic filing {.file). You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (8 months for

a corporation required to file Form 990-T), or an additional (not automatic) 3-month extension of time. You can electronically file Form

8868 to request an extension of time to file any of the forms listed In Part I or Part It with the exception of Form 8810, Information

Return for Transfers Associated With Certain Personal Benefit Contracts, which must be sent to the IRS In paper format (see

Instructions). For more details on the electronic filing of this form, visit www.hs.govMlHe and click on 94116 for Charities & Nonprofits.

Automatic 3-Month Extension of Time. Only submit original (no ties needed).A cc rporation required to file Form 990-T and requesting an automatic 8-month extension--check this box and complete q

Part Ionly .....,. ........................................ ►AN other corporations (including 1120-C filers), partnerships, REMICS, and Cruets must use Form 7004 to request an extension of

mne to No Income tax ietums.Enter 11IeY9 Idantthlna number. sac Instruedons

Type or Name of exempt organization or other flier, see Instructions.

print I S ENVIRONMENTAL EDU FD-IMAFrs by; ew Number, street , and room or suite no. If a P.Q. box, see instructions.d"°d°uror O DR. NORMAN M B X P INCHER CREEKffivyc^r City, town or post office, state. and ZIP code. For a foreign address, seeMIUM. Boo

Enter the Return code for the return that this application is for (file a separate application for each return) . . . . . . . . . EE]

ApplicationIs For

ReturnCode

ApplicationIe For

Returnco"

F 990 or Form 990-EZ 01 Form 990-T (corporation ) - 07Form 990-BL 02 Form 1041-A 08Form 4720 individu 03 Ego 4720 09Form 990-PF 04 Form 6227 10Form 990-1 (am 401 (a) or 408(a) trust) 05 Form 6089 111 ,Form T trust other than • above 08 Fenn 8870 12

• The books are in the care of ► DR NOEWAN M 6llirll![ONS----------------------------------------

Tetephane No. C88$17 W. PAX No,• If the organization does not have an office or place of business in the United States, check this box . --. . . . -. . . . . ► q

• if this Is for a Group Return , enter the organization 's four digit Group Exemption Number (OEN) . If thlar Is

for the whole group, check this box ... ... ►[] . If it is for part of the group , check this boot.... ..... , ► and attach a

list with the names and EINs of all members the extension is for.I I request an automatic 3-month (8 months for a corporation required to Ale Form 990-T) extension of time

until •---------8/15t Q]^ ---------, to file the exempt organization return for the organization named above. The extensionIs e organization`s return for.► X calendar year 2012 or

tax year beginning -------------------------------------- , and ending ........ --.........................

2 r a tax year entered in line 1 is for tees than 12 months, check reason: q Initial return q Final returnLJ Change in accounting period

3a If this application is for Form 990-B1, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less anynonrefundable credits. Sea Inewcdons.

b If this application Is for Form 990-PF, 990-T, 4720, or 6069, enterany refundable credits and

due. Subtract line 3b from fine 3a. Include your payment with this form . If required, by using

Caution. If you are going to make an electronic fund withdrawal with Oft Form 8888, see Form 8453-EO and Form 8879-EO for payment Instructions.

For Privacy Act and Paperwork Reduction Act Notice, see Instructions . Form 8868 (Rev. 1-2013)HTA

101412013 5:21:30 PM - 704968001 - 2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

7130/201311:08:44 AM - 70496860 - 2100 - WC2 - HELEN & ERNEST SIMMONS ENVIROMENTAL

Fom, $881 (Rev.12013 Z

• If you are flung for an Additional (Not Automatic) 3- oath Extension, complete only Peat 8 and check this box . . . . . ►

Nobs. Only coetplste Part 11 It you have already been granted an subomatio 3-month extension on a previously fled Form 8888.

• H von m Altrm Mr hn Aufanstie 2J'--° Fytaearen_ namnlou enly Par11 (An secs 11_

Type of Name of attempt organtmtlon enpîysr aur^wnon nunar iN or

pftt 5388

Number, straek and roam or suits no_ If a P.O. box see kmtu Qona. 9odal ssunt4r number (88K)Fber 'oAda ur NORMAN M S BOX 248 PINCHER CREEKeiwm8a r•+ CBy. town or post office , siste, and ZIP cods. Fors tbrsl i address, see bwbudlons.

Enter the Return cods for the rehan that this application is for (file a separate application for each return ) . . . . . . . . .

AppUcadonIs For

Farm Form 990-EZForm 990=

ReturnCods

01'02

ApplicationIs For

Form 1041-A

ReturnCods

08

Form 4720 dual 03 Form 4720 09

Fore 990-PF Form 8227 0

Form 990-T sea 401 (a) or 408 a trust 05 Form 8089 11

Form 990-7 Must other th above) 06 Form 6870 12

STOP! Do riot w... 4cls Pertu Ir you was not sfiwdy granted an automatic 3-month utt.nslon on a prwrloudy flied Form 8815.

• The books are to the oars of ► Snr^,6 EA13S^? ..............................................Telephone No. ( 17 .$M;. FAX No. ► ..... ...

• If the arganization does nothave an olRae or place of busIness In the United States, dwok this box . . . . . . . . . . . r 0• If this Is for a Group Return , enter the organization's four digit Group Exemption Number (GEN) . If this Is

for the whole group, check this box. . . . WE] . If itIs (or part of the group, check this box . . . . . . . ► and attach a

llstWth the nanles and EINs of all members the extension Is for,

4 I request an additional 3-month e'denslon _of time until 11/182013---_- -----_-^------5- For calendar year _ 2012 _ . arctter tax year begiming .............•-_- and ending

8 If the tax year entered In line 8 Is for less than 12 months, cheek reason: C1 Initial return q Final rabum

0 Chang. In accounting period7 State ip detail why you need the extensfbn AoD_I7_IONAL 11H4J13 NWEI] TO ENSURE CONJPLE]'19 OF ___________________

M-l4Cc. 1J.R-ATg R RN-----•----------- ................................................ --............... s........

----------------..................... =........................--.............. ............'------------- I--------------

8a If this application Is for Form 990-BL, 990-PF, 990-T, 4720, or 6089 , enter the tentative tar, lees any

b If this application Is for Form 990-PF. 990-T, 4720, or 8089, enter any refmdable credits andestimated tax payments made. Include any prior year overpayment slowed as a credit and any

a Balance due Subliacd And 8b from line Be. Include your payment with No form, If required, by using

Signature and Verification must be completed for Part N only.

Under penalties of per)ury. I defiers 60 I have examined this form, 4ooludkig acconpnp lip schedules and Ibewrds, and to the best of nyknowledge and ballet. It Is hue, coned. and mmpfe0e. and that I am a<iCwriaed to prepare lids form.

FICLA---- - -Ties 0, Tax Manacor

Iene 8868 (Rev. *2013)

JILpwc

Enclosures:

IRS Notice dtd 2.17.14USPS Certified Mailing SlipUSPS Tracking Confirmation2°a Extension Requestis' Extension Request

2012 Form 990-PF

Name: Date:

2 of2

Documents

RemofPrIvate Form990 PF orSection4947(a)(1 ...990s.foundationcenter.org/990pf_pdf_archive/311/311775386/31177… · 10/8/20135:21:30 PM- 70498800- 2100- WC2- HELEN&ERNEST•SIMMONSENVIROMENTAL