2024-11-15T10:42:53-06:00 2023-12-31 MILLER COOPER & CO LTD 1751 Lake Cook Road Suite 400 Deerfield IL 60015 990PF 2023-01-01 363487746 Mary Barnes Donnelley Family Foundation % SIMPSON ESTATES INC MARY 3127263110 30 S Wacker Drive 2875 Chicago IL 606067482 Jonathan B Mellin President 3127263110 2024-11-15 true true Kevin Hodges P00742715 8472055000 2024-11-15 2023 2024-10-15 13:58:12Z X 2746490 X 0 X 94192 85783 15365 36580 15365 -2024 -2024 107533 99124 0 2790 1395 0 1395 11320 5660 5660 1474 1474 1975 1975 16988 16211 34547 26715 0 7055 141363 141363 175910 26715 0 148418 -68377 72409 67608 27856 27856 426305 405065 405065 2559 14304 2559 2559 70217 70217 71374 427474 427474 382982 1822104 1856654 1856654 2828012 2789825 2746490 957 0 15000 15000 15957 15000 X 2814055 2774825 2814055 2774825 2830012 2789825 2814055 -68377 29147 2774825 2774825 SCH K-1, AG ENERGY CREDIT OPPORTUNITY IV P 425 425 425 SCH K-1, AG ENERGY PARTNERS II P 4187 -4187 -4187 SCH K-1, CLOUGH HEALTHCARE FUND LP P 242 242 242 SCH K-1, HAMILTON ROBINSON CAPITAL PARTNERS IV P 1503 1503 1503 SCH K-1, TN INVESTORS LP P 5674 5674 5674 SCH K-1, CLOUGH INVESTMENT PARTNERS I - ST P 1990 -1990 -1990 SCH K-1, JGB PARTNERS P 449 449 449 SCH K-1, SIMLGO - ST P 3655 -3655 -3655 SCH K-1, AMITY VENTURES - ST P 71 -71 -71 SCH K-1, SFG, LLC - ST P 5924 -5924 -5924 SCH K-1, CLOUGH INVESTMENT PARTNER I - LT P 1481 -1481 -1481 SCH K-1, SMILGO - LT P 340 -340 -340 SCH K-1, AMITY VENTURES - LT P 1767 -1767 -1767 SCH K-1, M3 VENTUERS P 48 -48 -48 SCH K-1, IRONSIDES OPPORTUNITIES FUND P 9348 9348 9348 SCH K-1, SFG, LLC - LT P 16881 16881 16881 94967 SHARES OF MATTHEWS ASIAN PACIFIC TIGER ED INST P 2023-03-31 2000 1751 249 249 SCH K-1, CLOUGH HEALTHCARE FUND LP - ST 58 58 58 SCH K-1, MPGC FRG CO-INVEST 0 1 -1 -1 15365 1006 1006 1006 2028 0 2028 1022 1022 false false false false false true true false false true IL true false false false false true SIMPSON ESTATES INC 3127263110 30 S WACKER DRIVE SUITE 2875 Chicago IL 606067482 false false false false false false false false false false false false false false false false false false false false false Jonathan B Mellin 30 S Wacker Drive 2875 Chicago IL 606067482 President 0.0 0 0 0 Debra M Mcoy 30 S Wacker Drive 2875 Chicago IL 606067482 Secratary 0.0 0 0 0 Naoma Donnelley 30 S Wacker Drive 2875 Chicago IL 606067482 Director 0.0 0 0 0 Laren Donnelley 30 S Wacker Drive 2875 Chicago IL 606067482 Director 0.0 0 0 0 2779127 519616 0 3298743 0 3298743 49481 3249262 162463 162463 1006 1006 161457 161457 161457 148418 0 0 0 0 148418 161457 2021 2020 2019 2187 6313 12411 7217 28128 148418 148418 0 13039 13039 15089 0 15089 7872 7217 X Spoon River College Foundation 23235 North County 22 Canton IL 61520 None PC Alexis Gouran Tuition 3611 Blues Kids Foundation 10754 South Rhodes Chicago IL 60628 None PC Matching Gift 25000 Black Ensemble Theater Corporation 4450 North Clark St Chicago IL 60640 NONE PC Unrestricted 10000 University of Idaho 875 Perimeter Dr Moscow MS 39328 None PC Lynara J. Bennett Scholarship 10000 University of Illinois 28393 Network Place Chicago IL 60673 NONE PC Ryann Inniss Scholarship 1000 Francisco Mendoza 2600 North Military Trail West Palm Beach FL 33409 None I Francisco Mendoza Scholarship 6624 Boston College 140 Commonwealth Avenue Chestnut Hill MA 02467 None PC The Mellin Family Scholarship Fund 5000 WatotoWorld 73 Millvale Road Haverhill MA 01830 None PC Unrestricted 10000 Abolitionist Law Center PO Box 8654 Pittsburg PA 15221 None PC Unrestricted 10000 Chicago Zoological Society 3300 Golf Road Brookfield IL 60513 None PC Unrestricted 5000 Lewis University One University Parkway Romeoville IL 60446 None PC Alexis Gurschke Scholarship 2500 Elawa Farm Foundation 1401 Middlefork Drive Lake Forest IL 60045 None PC Unrestricted 5000 KNOTTY LUXE ARTS FOUNDATION NFP 3442 W 159 ST Markham IL 60428 None PC Unrestricted 10000 Rush Oak Park Hospital Inc 1201 West Harrison St STE 300 Chicago IL 60607 None PC Unrestricted 25000 Ukraine House DC Foundation Inc 2134 Kalorama Rd Washington DC DC 20008 NONE PC Unrestricted 2583 Saint Leonard's Ministries 2100 Warren BLVD Chicago IL 60612 NONE PC Unrestricted 10000 Contributions from Partnerships 30 S Wacker Drive Chicago IL 60606 None PC Charitable activities 45 141363 14 94192 525990 2074 18 15365 FROM PARTNERSHIP INVESTMENTS 14 -4098 2074 105459 107533 false false false false false false false false false false TAX PREP FEES 2790 1395 1380 OTHER INVESTMENTS FMV 1856654 1856654 SCH K-1 PORTFOLIO DEDUCTIONS 16211 16211 SCH K-1 NON-DEDUCTIBLE EXPENSE 747 FILING FEES 30 Schedule K-1 Ordinary Income -1426 -1426 Schedule K-1 Other Deductions (non-port) -340 -340 Schedule K-1 IRC 1231 loss, net -258 -258 BOOK TO TAX DIFFERENCE PARTNERSHIP 29147 SEI FEES 5000 2500 2500 NON-FOM TRUSTS MGMT FEES 6320 3160 3160 FORGIEN TAXES PAID 1975 1975