SIMON FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SIMON FAMILY FOUNDATION (EIN 87-2923979)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-24
IRS object ID
202541149349100804
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-24T09:06:41-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN880524275PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRAIRIE LEGACY FAMILY OFFICES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1302 N ROCK RD STE 200AddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP672062255ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN872923979EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIMOBusinessNameControlTxt
Phone3167197878PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1260 N ROCK ROAD 130AddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRANDY J SIMONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3167197878PhoneNum
Signature2025-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Form8822 B AttachedYes (X)Form8822BAttachedInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTODD M CONNELL CPAPreparerPersonNm
PTINP01068740PTIN
Phone3162615369PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,105,557FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$268,624ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,823InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,823InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$44,053DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,053DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$219,457NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$232,519GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$219,457CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$537,957TotalRevAndExpnssAmt
Total Net Invst Incm$269,333TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$90OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$90OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$7InterestRevAndExpnssAmt
Interest Net Invst Incm$7InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$3,885TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,482TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$597TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$230,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$230,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$235,482TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$597TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$231,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$302,475ExcessRevenueOverExpensesAmt
Net Investment Income$268,736NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$192,640SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$428,063SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$428,056SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,449AcctRcvblAmt
Acct Rcvbl EOY$1,449AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,449AcctRcvblEOYFMVAmt
Corporate Stock BOY$494,360CorporateStockBOYAmt
Corporate Stock EOY$558,421CorporateStockEOYAmt
Corporate Stock EOYFMV$3,676,052CorporateStockEOYFMVAmt
Total Assets BOY$687,000TotalAssetsBOYAmt
Total Assets EOY$987,933TotalAssetsEOYAmt
Total Assets EOYFMV$4,105,557TotalAssetsEOYFMVAmt
Deferred Revenue BOY$1,542DeferredRevenueBOYAmt
Total Liabilities BOY$1,542TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$685,458CapitalStockBOYAmt
Capital Stock EOY$987,933CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$685,458TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$987,933TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$687,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$987,933TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$685,458TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$302,475ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$987,933SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$987,933TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
2 APPLE 01/19/24 200 CALL2024-01-192023-12-14$654$654$654
2 APPLE 08/16/24 230 CALL2024-08-162024-07-08$1,215$1,215$1,215
2 APPLE 09/20/24 230 CALL2024-08-292024-09-20$1,208$1,208$1,208
2 APPLE 10/18/24 230 CALL2024-10-022024-09-30$731$731$731
2 APPLE 11/15/24 235 CALL2024-11-152024-10-09$1,003$1,003$1,003
2 APPLIED MAT 09/20/24 180 PUT2024-09-202024-09-04$1,198$1,198$1,198
1 NVIDIA 08/16/24 150 CALL2024-08-162024-06-20$510$510$510
198 APPLE2008-01-232024-07-08$44,769$43,857$43,857$912
200 APPLIED MATERIALS1996-06-272024-01-19$33,796$33,031$33,031$765
142 PHILIP MORRIS1992-07-152024-07-23$15,416$14,503$14,503$913
500 PHILIP MORRS1992-07-152024-08-16$55,249$52,036$52,036$3,213
500 PHILLIPS 661994-05-012024-04-19$76,770$69,511$69,511$7,259
FieldValueIRS element (for citing)
Capital Gain Net Income$219,457CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,735InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,735SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,735TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,880EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,880TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$145OverpaymentAmt
Applied To ES Tax$145AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRANDY J SIMONIndividualWithBooksNm
Phone3167197878PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1260 N ROCK ROAD STE 130AddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRANDY J SIMONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11515 N FOLIAGE CTAddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,035,602AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$237,195AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,272,797TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,272,797AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$49,092CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,223,705NetVlNoncharitableAssetsAmt
Minimum Investment Return$161,185MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$161,185MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,735TaxBasedOnInvestmentIncomeAmt
Total Tax$3,735TotalTaxAmt
Distributable Before Adj$157,450DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$157,450DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$157,450DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$231,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$231,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$157,450DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$515,698ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$195,006ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$710,704TotalExcessDistributionCyovAmt
Qualifying Distributions$231,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$157,450AppliedToCurrentYearAmt
Remaining Distri From Corpus$73,550RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$784,254TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$784,254ExcessDistriCyovToNextYrAmt
Excess From Year2$515,698ExcessFromYear2Amt
Excess From Year1$195,006ExcessFromYear1Amt
Excess From Current Year$73,550ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRANDY J SIMONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRANDY J SIMONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1260 N ROCK ROAD STE 200AddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3167197878RecipientPhoneNum
Recipient Email AddressBNOMIS1177@AOL.COMRecipientEmailAddressTxt
Form And Info And MaterialsEMAILFormAndInfoAndMaterialsTxt
Submission DeadlinesSEPTEMBER 30SubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL SAINTS CHURCH
3205 E GRANDWICHITAKS67218PCOPERATING FUNDS$160,000
BIRTHLINE INC
339 N SENECAWICHITAKS67203PCOPERATING FUNDS$5,000
BLESSED SACRAMENT CHURCH
124 N ROOSEVELTWICHITAKS67208PCOPERATING FUNDS$20,000
CHURCH OF THE MAGDALENE
12626 E 21ST ST NWICHITAKS67206PCOPERATING FUNDS$5,000
DEAR NEIGHBORS MINISTRY
1329 S BLUFFVIEWWICHITAKS67218PCOPERATING FUND$5,000
GUADELUPE CLINIC
940 S ST FRANCISWICHITAKS67211PCOPERATING FUNDS$5,000
NEWMAN UNIVERSITY
3100 MCCORMICKWICHITAKS67213PCOPERATING FUND$15,000
ST THOMAS CHURCH
1321 N STRATFORD LNWICHITAKS67206PCOPERATING FUNDS$7,500
VIA CHRISTI FOUNDATION
3600 E HARRYWICHITAKS67218PCOPERATING FUNDS$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$230,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,823ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,053ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$219,457ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$269,333ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$269,333TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (8 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
RANDY J AND ALICE M SIMON
11515 FOLIAGE CTWICHITAKS67206$1,500Yes (X)
JAKE H SIMON TRUST SHARES
2260 N ROCK RD STE 130WICHITAKS67206$60,000Yes (X)
STEPHANIE N SIMON TRUST SHARES
3260 N ROCK RD STE 130WICHITAKS67206$60,000Yes (X)
BECCA L SIMON TRUST SHARES
4260 N ROCK RD STE 130WICHITAKS67206$60,000Yes (X)
RANDY J AND ALICE M SIMON
51515 FOLIAGE CTWICHITAKS67206$8,292Yes (X)
JAY D SIMON
61515 FOLIAGE CTWICHITAKS67206$45,461Yes (X)
RANDY J AND ALICE M SIMON
71515 FOLIAGE CTWICHITAKS67206$23,371Yes (X)
BILL SIMON IRREVOCABLE TRUST
8260 N ROCK RD STE 130WICHITAKS67206$10,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
51800 SHARES APPLE$448,2002024-12-11
6300 SH ABBVIE INC$53,7002024-12-30
72500 SHARES PALANTIR TECHNOLOGIES$200,5002024-12-09

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$558,421EOYBookValueAmt
EOYFMV$3,676,052EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySTOCK ACCOUNT FEECategoryTxt
Amt$90Amt
Net Investment Income$90NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CURRENT YEAR EXCISE TAX$3,880$0$0
PRIOR YEAR EXCISE TAX$5$0$0

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