SIMONS FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SIMONS FAMILY FOUNDATION (EIN 35-2412935)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201633209349102773
Schema version
2015v2.1
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)
Return2016-11-15T14:13:06-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN750786316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEAVER AND TIDWELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line124 GREENWAY PLAZA SUITE 1800AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77046ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352412935EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SIMONS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIMOBusinessNameControlTxt
Phone7138880875PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14295 SAN FELIPE SUITE 207AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUSTIN SIMONSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7138880875PhoneNum
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJONATHAN ROBERTSPreparerPersonNm
PTINP01454634PTIN
Phone7138508787PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,076,408FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$119InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$119InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,178DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,178DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$254,065NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,181,165GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$254,065CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$29,196OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,049OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$310,558TotalRevAndExpnssAmt
Total Net Invst Incm$275,411TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$12InterestRevAndExpnssAmt
Interest Net Invst Incm$12InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$417TaxesRevAndExpnssAmt
Taxes Net Invst Incm$417TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,898OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,898OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,327TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,327TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$47,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,327TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,327TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$255,231ExcessRevenueOverExpensesAmt
Net Investment Income$267,084NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$62,449CashBOYAmt
Cash EOY$24,290CashEOYAmt
Cash EOYFMV$24,290CashEOYFMVAmt
Sav And Temp Cash Invst BOY$142SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$254SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$254SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$735,233CorporateStockBOYAmt
Corporate Stock EOY$1,027,236CorporateStockEOYAmt
Corporate Stock EOYFMV$1,032,737CorporateStockEOYFMVAmt
Other Assets BOY$35,559OtherAssetsBOYAmt
Other Assets EOY$36,834OtherAssetsEOYAmt
Other Assets EOYFMV$19,127OtherAssetsEOYFMVAmt
Total Assets BOY$833,383TotalAssetsBOYAmt
Total Assets EOY$1,088,614TotalAssetsEOYAmt
Total Assets EOYFMV$1,076,408TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$833,383RetainedEarningBOYAmt
Retained Earning EOY$1,088,614RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$833,383TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,088,614TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$833,383TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,088,614TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$833,383TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$255,231ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,088,614SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,088,614TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY BROKERAGE ACCOUNTP2015-06-302015-12-31$245,354$239,700$5,654$5,654
FIDELITY BROKERAGE ACCOUNTP2014-06-302015-12-31$870,813$626,810$244,003$244,003
JP MORGAN BROKERAGE ACCOUNTP2015-06-302015-12-11$54,781$60,590-$5,809-$5,809
FROM SCHEDULES K-1P2014-06-302015-12-31$7,155$7,155$7,155
JP MORGAN BROKERAGE ACCOUNTP2014-06-302015-12-31$3,062$3,062$3,062
FieldValueIRS element (for citing)
Capital Gain Net Income$254,065CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$41,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,094,202NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037470DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$934,719NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029956DistributionYr2Rt
Adjusted Qlfy Distri Yr3$88,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$835,642NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.105907DistributionYr3Rt
Adjusted Qlfy Distri Yr4$60,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$392,028NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.153050DistributionYr4Rt
Total Distribution0.326383TotalDistributionRt
Average Distribution0.081596AverageDistributionRt
Net Vl Noncharitable Assets$1,084,039NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$88,453AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,671NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$91,124AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$47,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,342InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,342SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,342TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,177EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,177TotalPaymentsAndCreditsAmt
Es Penalty$2EsPenaltyAmt
Tax Due$3,167TaxDueAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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 BooksJUSTIN SIMONSIndividualWithBooksNm
Phone7138880875PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14295 SAN FELIPE SUITE 207AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUZANNE SIMONS
3009 CHEVY CHASEHOUSTONTX770193205DIRECTOR/SECRETARY2.00$0$0$0
JUSTIN SIMONS
3623 ELLA LEE LNHOUSTONTX77027DIRECTOR/PRESIDENT/TREASUR2.00$0$0$0
CAROLINE SIMONS
3623 ELLA LEE LNHOUSTONTX77027DIRECTOR2.00$0$0$0
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$955,955AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$128,440AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$16,152FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,100,547TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,100,547AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,508CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,084,039NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,202MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,202MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,342TaxBasedOnInvestmentIncomeAmt
Income Tax$1,827IncomeTaxAmt
Total Tax$7,169TotalTaxAmt
Distributable Before Adj$47,033DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$47,033DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$47,033DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$47,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$47,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,033DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$28,360ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$47,373ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$75,733TotalExcessDistributionCyovAmt
Qualifying Distributions$47,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$47,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$33ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$33ExcessDistributionCyovAppCYAmt
Total Corpus$75,700TotalCorpusAmt
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$75,700ExcessDistriCyovToNextYrAmt
Excess From Year4$28,327ExcessFromYear4Amt
Excess From Year3$47,373ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUZANNE SIMONSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708ACADEMIC FUNDS$20,000
ST JOHN'S SCHOOL
2401 CLAREMONT LANEHOUSTONTX77019ACADEMIC ENDOWNMENT$17,000
THE CHURCH OF ST JOHN THE DIVINE
2450 RIVER OAK BLVDHOUSTONTX77019CHURCH FUNDS$5,000
TRUSTEES OF UNIVERSITY OF PENNSYLVANIA
1 COLLEGE HALL ROOM 211PHILADELPHIAPA19104ACADEMIC FUNDS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,000TotalGrantOrContriPdDurYrAmt
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$119ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,178ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$4,049ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$254,065ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFROM SCHEDULES K-1Desc
Unrelated Business Taxbl Incm$25,147UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$25,147UnrelatedBusinessTaxblIncmAmt
Exclusion$275,411ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$300,558TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSUZANNE SIMONSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13009 CHEVY CHASE DRAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBROKERAGE INVESTMENTSStockNm
EOY Book Value$1,027,236EOYBookValueAmt
EOYFMV$1,032,737EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OIL & GAS ROYALTIES$33,859$33,859$16,152
OTHER ASSETS$1,700$2,975$2,975

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ROYALTY EXPENSES$239$239$0
MANAGEMENT EXPENSES$4,659$4,659$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OIL AND GAS ROYALTIES$3,886$3,886$3,886
ROYALTY INCOME FROM SCHEDULES K-1$163$163$163
FROM SCHEDULES K-1$25,147$25,147

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PRODUCTION TAX$195$195$0
AD VALOREM TAX$222$222$0

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