2024-11-14T08:26:10-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP 4400 POST OAK PARKWAY SUITE 1100 HOUSTON TX 77027 990PF 2023-01-01 352412935 THE SIMONS FAMILY FOUNDATION SIMO 7138880875 2001 KIRBY DR SUITE 815 HOUSTON TX 77019 JUSTIN SIMONS PRESIDENT 7138880875 2024-11-08 1 0 DEANNA WARREN P01617120 7138508787 2023 2024-10-15 13:58:12Z X 848841 X X 1536 1536 24305 23837 -5945 213958 0 15761 15761 35657 41134 0 0 0 7786 7786 0 1564 1126 0 681 681 0 10031 9593 0 91000 91000 101031 9593 91000 -65374 31541 9747 5404 5404 473 888728 828175 809206 34236 34231 34231 933184 867810 848841 0 0 X 0 0 0 0 933184 867810 933184 867810 933184 867810 933184 -65374 0 867810 0 867810 UBS FINANCIAL SERVICES #2017 P 2015-12-11 2023-11-01 25000 27758 -2758 -2758 UBS FINANCIAL SERVICES #2034 P 2020-02-19 2023-08-23 50000 50000 0 0 UBS FINANCIAL SERVICES #2034 P 2021-06-22 2023-03-29 20495 25000 -4505 -4505 UBS FINANCIAL SERVICES #2035 P 2023-01-20 2023-06-16 1295 1359 -64 -64 UBS FINANCIAL SERVICES #2035 P 2023-06-16 2023-11-10 15261 15038 223 223 UBS FINANCIAL SERVICES #2035 P 2022-10-21 2023-04-21 5184 4886 298 298 UBS FINANCIAL SERVICES #2035 P 2022-10-21 2023-01-20 6687 7385 -698 -698 UBS FINANCIAL SERVICES #2035 P 2022-01-05 2023-06-16 4055 4502 -447 -447 UBS FINANCIAL SERVICES #2035 P 2020-04-27 2023-01-20 2105 3058 -953 -953 UBS FINANCIAL SERVICES #2035 P 2020-03-09 2023-01-20 4375 3483 892 892 UBS FINANCIAL SERVICES #2035 P 2020-03-20 2023-05-02 1790 1791 -1 -1 UBS FINANCIAL SERVICES #2035 P 2019-11-26 2023-04-21 17890 20454 -2564 -2564 UBS FINANCIAL SERVICES #2035 P 2019-11-26 2023-01-20 11319 10869 450 450 UBS FINANCIAL SERVICES #2035 P 2019-11-26 2023-05-02 5800 5939 -139 -139 UBS FINANCIAL SERVICES #2035 P 2019-11-26 2023-05-02 2383 2383 0 0 UBS FINANCIAL SERVICES #2035 P 2020-04-27 2023-05-02 12761 13699 -938 -938 UBS FINANCIAL SERVICES #2035 P 2020-04-27 2023-05-02 4318 5060 -742 -742 UBS FINANCIAL SERVICES #2035 P 2020-05-22 2023-05-02 1449 1079 370 370 UBS FINANCIAL SERVICES #2035 P 2019-11-26 2023-05-02 9315 6191 3124 3124 UBS FINANCIAL SERVICES #2035 P 2019-11-26 2023-03-24 12476 9969 2507 2507 -5945 438 0 438 0 438 810 0 500 0 1310 0 872 872 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JUSTIN SIMONS 7138880875 2001 KIRBY DR SUITE 815 HOUSTON TX 77019 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUZANNE SIMONS 3009 CHEVY CHASE HOUSTON TX 770193205 DIRECTOR/SECRETARY 2.00 0 0 0 JUSTIN SIMONS 10302 SUMMER MEADOW WAY ORLANDO FL 32836 DIRECTOR/PRESIDENT/TREASUR 2.00 0 0 0 CAROLINE SIMONS 10302 SUMMER MEADOW WAY ORLANDO FL 32836 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 796142 12711 8382 817235 0 0 817235 12259 804976 40249 40249 438 438 39811 0 39811 0 39811 91000 0 91000 39811 0 0 23102 57019 35028 29823 13598 158570 91000 0 0 0 39811 51189 0 0 209759 0 0 0 0 0 0 23102 186657 57019 35028 29823 13598 51189 SUZANNE SIMONS X DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 NONE 501(C)(3) ACADEMIC FUNDS 60000 ST JOHNS SCHOOL 2401 CLAREMONT LANE HOUSTON TX 77019 NONE 501(C)(3) ACADEMIC FUNDS 1000 TRUSTEES OF UNIVERSITY OF PENNSYLVANIA 1 COLLEGE HALL ROOM 211 PHILADELPHIA PA 19104 NONE 501(C)(3) ACADEMIC FUNDS 5000 LAKE HIGHLAND PREPARATORY SCHOOL 901 HIGHLAND AVENUE ORLANDO FL 32803 NONE 501(C)(3) ACADEMIC FUNDS 25000 91000 0 14 1536 14 24305 15 15761 18 -5945 0 35657 0 35657 0 0 0 0 0 0 0 0 0 0 BROKERAGE INVESTMENTS 828175 809206 OIL & GAS ROYALTIES 33859 33859 33859 FEDERAL TAX RECEIVABLE 377 372 372 ROYALTY EXPENSES 448 448 0 MISCELLANEOUS 233 233 0 OIL AND GAS ROYALTIES 2611 2611 2611 OTHER INCOME - UBS #2034 13150 13150 13150 MANAGMENT FEES 3286 3286 0 ACCOUNTING FEES 4500 4500 0 FOREIGN TAXES PAID 314 314 0 ROYALTY EXPENSE - PRODUCTION TAX 128 128 0 FEDERAL TAX EXPENSES 438 0 0 AD VALOREM TAXES 684 684 0