2018-11-15T10:14:55-06:00 2017-12-31 750786316 WEAVER AND TIDWELL LLP 24 GREENWAY PLAZA SUITE 1800 HOUSTON TX 77046 990PF 2017-01-01 352412935 THE SIMONS FAMILY FOUNDATION SIMO 7138880875 2001 KIRBY DR SUITE 1110 HOUSTON TX 77019 JUSTIN SIMONS PRESIDENT 7138880875 2018-11-12 1 JONATHAN ROBERTS P01454634 7138508787 108.72.205.193 2018-11-12 11:02:12 CS P AFC092C002608003093270FE97D08ACE817FC7CE 3AC66EB17C7B70D5214A9CB9D7E3F318A9B9013D 2017 2019-02-21 02:37:17Z X 1037759 X X 27 27 17982 17982 5036 32575 5036 2979 2979 26024 26024 0 0 0 1544 143 0 444 444 0 1988 587 0 77000 77000 78988 587 77000 -52964 25437 3697 8689 8689 228 391 391 1027641 970687 1014911 36834 35669 13768 1068400 1015436 1037759 0 0 X 0 0 0 0 1068400 1015436 1068400 1015436 1068400 1015436 1068400 -52964 0 1015436 0 1015436 KINDER MORGAN ENERGY PARTNERS LP P 2014-11-26 2017-07-20 34 34 34 JPMORGAN CHASE & CO. P 2015-12-11 2017-04-06 27891 27539 352 352 CAPITAL GAINS DIVIDENDS P 4650 4650 4650 5036 0 54500 1043385 0.052234 47000 1084039 0.043356 41000 1094202 0.037470 28000 934719 0.029956 88500 835642 0.105907 0.268923 0.053785 1042443 56068 254 56322 77000 X 254 0 254 0 254 2064 0 0 2064 0 1810 1810 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 1110 HOUSTON TX 77019 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 3623 ELLA LEE LN HOUSTON TX 77027 DIRECTOR/PRESIDENT/TREASUR 2.00 0 0 0 CAROLINE SIMONS 3623 ELLA LEE LN HOUSTON TX 77027 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 1033528 12832 11958 1058318 0 0 1058318 15875 1042443 52122 52122 254 254 51868 0 51868 0 51868 77000 0 77000 254 76746 51868 0 0 47373 2767 50140 77000 0 0 0 51868 25132 0 0 75272 0 0 0 0 0 0 47373 27899 2767 25132 SUZANNE SIMONS X DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 NONE 501(C)(3) ACADEMIC FUNDS 25000 ST JOHN'S SCHOOL 2401 CLAREMONT LANE HOUSTON TX 77019 NONE 501(C)(3) ACADEMIC ENDOWNMENT 32000 THE CHURCH OF ST JOHN THE DIVINE 2450 RIVER OAK BLVD HOUSTON TX 77019 NONE 501(C)(3) CHURCH FUNDS 5000 TRUSTEES OF UNIVERSITY OF PENNSYLVANIA 1 COLLEGE HALL ROOM 211 PHILADELPHIA PA 19104 NONE 501(C)(3) ACADEMIC FUNDS 5000 WASHINGTON UNIVERSITY 1 BROOKINGS DR ST LOUIS MO 63130 NONE 501(C)(3) ACADEMIC FUNDS 5000 TEXAS CHILDREN'S HOSPITAL 6621 FANNIN ST HOUSTON TX 77030 NONE 501(C)(3) HEALTH CARE FACILITIES AND PROGRAMS FUNDS 5000 77000 0 14 27 14 17982 15 2979 18 5036 0 26024 0 26024 0 0 0 0 0 0 0 0 0 0 BROKERAGE INVESTMENTS 970687 1014911 OIL & GAS ROYALTIES 33859 33859 11958 OTHER ASSETS 2975 1810 1810 ROYALTY EXPENSES 444 444 0 OIL AND GAS ROYALTIES 2949 2949 2949 PRODUCTION TAX CREDIT 30 30 30 AD VALOREM TAX 143 143 0 FEDERAL INCOME TAXES 1401 0 0