SIMON FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SIMON FAMILY FOUNDATION (EIN 87-2923979)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-01-27
IRS object ID
202320279349100602
Schema version
2021v4.2
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)
Return2023-01-27T16:12:55-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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 200AddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRANDY J SIMONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3167197878PhoneNum
Signature2023-01-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRANDYPersonFirstNm
Person LastSIMONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTODD M CONNELL CPAPreparerPersonNm
PTINP01068740PTIN
Phone3162615369PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,424,499FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,712DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,712DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$192,201NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$205,409GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$192,201CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$194,919TotalRevAndExpnssAmt
Total Net Invst Incm$194,919TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,000LegalFeesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$211PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$211PrintingAndPubDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,211TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,211TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,211TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,211TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$186,708ExcessRevenueOverExpensesAmt
Net Investment Income$194,919NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$555,686SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$555,686SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$466,235CorporateStockEOYAmt
Corporate Stock EOYFMV$2,868,813CorporateStockEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$1,021,921TotalAssetsEOYAmt
Total Assets EOYFMV$3,424,499TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$835,213CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$186,708RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,021,921TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,021,921TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$186,708ExcessRevenueOverExpensesAmt
Other Increases$835,213OtherIncreasesAmt
Subtotal$1,021,921SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,021,921TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
200 SHARES ABMD2021-11-052021-11-05$72,233$635$71,598$71,598
500 SHARES AMAT2021-11-052021-11-09$77,818$6,289$71,629$71,629
200 SHARES KHC2021-11-052021-11-05$7,519$483$7,036$7,036
500 SHARES ORCL2021-11-052021-11-17$47,839$5,901$41,938$41,938
FieldValueIRS element (for citing)
Capital Gain Net Income$192,201CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,709InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,709SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,709TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,709TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
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 200AddressLine1Txt
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$375,132AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$80,164AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$455,296TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$455,296AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,829CashDeemedCharitableAmt
Net Vl Noncharitable Assets$448,467NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,423MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,423MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,709TaxBasedOnInvestmentIncomeAmt
Total Tax$2,709TotalTaxAmt
Distributable Before Adj$19,714DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$19,714DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$19,714DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,211ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,211QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,714DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$8,211QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,211AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$11,503UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

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 (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIRTHLINE INC
339 N SENECAWICHITAKS67203PCOPERATING FUNDS$2,000
KAPAUN MT CARMEL HIGH SCHOOL
8506 E CENTRALWICHITAKS67206PCOPERATING FUNDS$1,000
ST JUDE
262 DANNY THOMAS DRIVEMEMPHISTN38105PCOPERATING FUNDS$1,000
TOP LEARNING CENTER
4600 S CLIFTON AVEWICHITAKS67216PCOPERATING FUNDS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,000TotalGrantOrContriPdDurYrAmt
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$6ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,712ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$192,201ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$194,919ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$194,919TotalIncomeProducingActyAmt

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 (9 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
RANDY J AND ALICE M SIMON
11515 FOLIAGE CTWICHITAKS67206$200,000Yes (X)
JAKE H SIMON TRUST SHARES
2260 N ROCK RD STE 200WICHITAKS67206$50,000Yes (X)
STEPHANIE N SIMON TRUST SHARES
3260 N ROCK RD STE 200WICHITAKS67206$50,000Yes (X)
BECCA L SIMON TRUST SHARES
4260 N ROCK RD STE 200WICHITAKS67206$50,000Yes (X)
RANDY J AND ALICE M SIMON
51515 FOLIAGE CTWICHITAKS67206$1,861,321Yes (X)
JON T SIMON
611917 SHANNON WAYWICHITAKS67206$57,024Yes (X)
BEN J SIMON
722 COLONIAL CTWICHITAKS67207$516,266Yes (X)
JAY D SIMON
89400 WILSON ESTATES PKWY 2001WICHITAKS67206$292,295Yes (X)
JESSICA S SCHWAB
98409 E BRIDLEWOODWICHITAKS67206$281,480Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
5VARIOUS PUBLICLY TRADED SECURITIES$1,861,3212021-11-05
6VARIOUS PUBLICLY TRADED SECURITIES$57,0242021-12-13
7VARIOUS PUBLICLY TRADED SECURITIES$516,2662021-12-13
8VARIOUS PUBLICLY TRADED SECURITIES$292,2952021-12-13
9VARIOUS PUBLICLY TRADED SECURITIES$281,4802021-12-13

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$466,235EOYBookValueAmt
EOYFMV$2,868,813EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,000LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCONTRIBUTIONSDesc
Amt$835,213Amt

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationTAXPAYER ORIGINALLY TIMELY FILED FORM 990-PF ON PAPER, NOT KNOWING RETURN WAS REQUIRED TO BE FILED ELECTRONICALLY. RETURN WAS STAMPED RECEIVED IN OGDEN, UT ON MAY 9, 2022. TAXPAYER RECEIVED THE ORIGINAL 990-PF BACK FROM THE IRS BY CORRESPONDENCE DATED JANUARY 17, 2023. THIS IS AN INITIAL RETURN AND THE TAXPAYER WAS UNAWARE OF THE ELECTRONIC FILING REQUIREMENT.ExplanationTxt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
RANDY J ALICE M SIMON
1515 FOLIAGE CTWICHITAKS67206
JAKE H SIMON TRUST SHARES
260 N ROCK ROAD STE 200WICHITAKS67206
STEPHANIE N SIMON TRUST SHARES
260 N ROCK ROAD STE 200WICHITAKS67206
BECCA L SIMON TRUST SHARES
260 N ROCK ROAD STE 200WICHITAKS67206
JON T SIMON
11917 SHANNON WAYWICHITAKS67206
BEN J SIMON
22 COLONIAL CTWICHITAKS67207
JAY D SIMON
9400 WILSON ESTATES PKWY 2001WICHITAKS67206
JESSICA S SCHWAB
8409 E BRIDLEWOODWICHITAKS67206

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