SIMON FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SIMON FAMILY FOUNDATION (EIN 87-2923979)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-05
IRS object ID
202301259349101785
Schema version
2022v5.0
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)
Return2023-05-05T15:00:16-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-05-04SignatureDt
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
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,714,206FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$49,472ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$268InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$268InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$42,153DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,153DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$233,324NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$246,495GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$233,324CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$325,217TotalRevAndExpnssAmt
Total Net Invst Incm$275,745TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$663,120ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$663,120ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$663,120TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$663,120TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$337,903ExcessRevenueOverExpensesAmt
Net Investment Income$275,745NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$555,686SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$197,840SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$197,840SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$466,235CorporateStockBOYAmt
Corporate Stock EOY$487,536CorporateStockEOYAmt
Corporate Stock EOYFMV$2,516,366CorporateStockEOYFMVAmt
Total Assets BOY$1,021,921TotalAssetsBOYAmt
Total Assets EOY$685,376TotalAssetsEOYAmt
Total Assets EOYFMV$2,714,206TotalAssetsEOYFMVAmt
Deferred Revenue EOY$1,358DeferredRevenueEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,358TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$835,213CapitalStockBOYAmt
Capital Stock EOY$684,018CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$186,708RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,021,921TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$684,018TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,021,921TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$685,376TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,021,921TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$337,903ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$684,018SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$684,018TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
2 APPLE 102122 160 CALL2022-01-242021-08-23$133$133$133
3 MONDELEZ 031822 67.5 CALL2022-03-182022-01-24$669$669$669
5 ORACLE 012122 100 CALL2022-01-212021-12-15$2,183$2,183$2,183
500 PEP2021-08-192022-01-21$86,395$86,395$86,395
2 PEPSI 052022 177.5 CALL2022-05-202022-04-21$544$544$544
1 PHILIP MORRIS 052022 105 CALL2022-05-202022-04-21$200$200$200
2 PHILIP MORRIS 071522 105 CALL2022-07-152022-05-25$1,113$1,113$1,113
2 PHILIP MORRIS 071522 105 PUT2022-05-252022-05-26$136$136$136
200 COP2011-08-192022-09-16$22,830$12,234$12,234$10,596
300 ABIOMED1994-10-212022-12-27$114,000$113,048$113,048$952
200 XOM1998-03-212022-05-20$18,292$16,669$16,669$1,623
FieldValueIRS element (for citing)
Capital Gain Net Income$233,324CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,833InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,833SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,833TaxBasedOnInvestmentIncomeAmt
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$124EsPenaltyAmt
Tax Due$3,957TaxDueAmt

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 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$2,527,835AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$309,760AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,837,595TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,837,595AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,564CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,795,031NetVlNoncharitableAssetsAmt
Minimum Investment Return$139,752MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$139,752MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,833TaxBasedOnInvestmentIncomeAmt
Total Tax$3,833TotalTaxAmt
Distributable Before Adj$135,919DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$135,919DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$135,919DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$663,120ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$663,120QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$135,919DistributableAsAdjustedAmt
Undistributed Income PY$11,503UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$663,120QualifyingDistributionsAmt
Applied To Year1$11,503AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$135,919AppliedToCurrentYearAmt
Remaining Distri From Corpus$515,698RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$515,698TotalCorpusAmt
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$515,698ExcessDistriCyovToNextYrAmt
Excess From Current Year$515,698ExcessFromCurrentYearAmt

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 (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL SAINTS CHURCH
3205 E GRANDWICHITAKS67218PCOPERATING FUNDS$265,000
BIRTHLINE INC
339 N SENECAWICHITAKS67203PCOPERATING FUNDS$2,000
BLESSED SACRAMENT CHURCH
124 N ROOSEVELTWICHITAKS67208PCOPERATING FUNDS$10,000
CHURCH OF MAGDALEN
12626 E 21ST ST NWICHITAKS67206PCOPERATING FUNDS$18,000
HEREDITARY DISEASE CENTER
9300 E 29TH ST NWICHITAKS67226PCOPERATING FUNDS$2,000
HOLY SAVIOR CHURCH
3000 E 13TH ST NWICHITAKS67214PCOPERATING FUNDS$10,000
IHM SISTERS
3550 N 167TH WCOLWICHKS67030PCOPERATING FUNDS$1,000
KAPAUN MT CARMEL HIGH SCHOOL
8506 E CENTRALWICHITAKS67206PCOPERATING FUNDS$150,000
OUR LADY OF PERPETUAL HELP
2351 N MARKET STWICHITAKS67213PCOPERATING FUNDS$5,000
ST THOMAS CHURCH
1321 N STRATFORD LNWICHITAKS67206PCOPERATING FUNDS$30,620
ST THOMAS CHURCH
1321 N STRATFORD LNWICHITAKS67206PCOPERATING FUNDS$150,000
VIA CHRISTI FOUNDATION
3600 E HARRYWICHITAKS67218PCOPERATING FUNDS$7,500
VIA CHRISTI FOUNDATION
3600 E HARRYWICHITAKS67218PCOPERATING FUNDS$10,000
VIABOND MISSION
P O BOX 53019PITTSBURGHPA15219PCOPERATING FUNDS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$663,120TotalGrantOrContriPdDurYrAmt
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$268ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,153ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion19ExclusionCd
Exclusion$233,324ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$275,745ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$275,745TotalIncomeProducingActyAmt

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 (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JAKE H SIMON TRUST SHARES
1260 N ROCK RD STE 200WICHITAKS67206$5,000Yes (X)
STEPHANIE N SIMON TRUST SHARES
2260 N ROCK RD STE 200WICHITAKS67206$5,000Yes (X)
BECCA L SIMON TRUST SHARES
3260 N ROCK RD STE 200WICHITAKS67206$5,000Yes (X)
RANDY J AND ALICE M SIMON
41515 FOLIAGE CTWICHITAKS67206$18,972Yes (X)
RANDY J AND ALICE M SIMON
51515 FOLIAGE CTWICHITAKS67206$15,500Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
4279 SHARES CONOCO PHILIPS$35,8072022-10-27
5500 SHARES EXXON MOBIL$44,7502022-03-09

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$487,536EOYBookValueAmt
EOYFMV$2,516,366EOYFMVAmt

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