2013-09-04T13:28:27-05:00 2012-12-31 760522558 UHY ADVISORS TX LLC 2929 ALLEN PARKWAY 20TH FLOOR HOUSTON TX 77019 990PF 2012-01-01 352412935 THE SIMONS FAMILY FOUNDATION SIMO 7138880875 4295 SAN FELIPE SUITE 207 HOUSTON TX 77027 JUSTIN SIMONS 7138880875 2013-08-23 1 JOHN C LANDERS P00004181 7139601706 2012 2016-02-24 21:20:13Z X 815182 X 12000 90 90 26959 26959 13145 146999 13145 -10748 285 0 41446 40479 0 0 0 0 0 3565 3565 0 0 48 48 0 0 4096 4096 0 0 7709 7709 0 0 88500 88500 96209 7709 0 88500 -54763 32770 0 25934 5869 5869 10046 10046 0 616629 765467 683369 33859 33800 709303 666403 815182 0 0 X 0 0 0 0 709303 666403 709303 666403 709303 666403 709303 -54763 11863 666403 0 666403 FIDELITY INVESTMENT ACCOUNT D 20752 20390 362 362 FIDELITY INVESTMENT ACCOUNT D 95735 78175 17560 17560 FIDELITY INVESTMENT ACCOUNT P 29704 37786 -8082 -8082 CAPITAL GAIN DISTRIBUTIONS P 2497 2497 ENTERPRISE K-1 P 67 67 67 SECTION 1231 GAIN P 741 741 741 13145 0 60000 392028 0.153050 0.153050 0.153050 835642 127895 328 128223 88500 655 0 655 0 655 0 14 669 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JUSTIN SIMONS 7138880875 4295 SAN FELIPE SUITE 207 HOUSTON TX 77027 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 2.00 0 0 0 JUSTIN SIMONS 3814 CHEVY CHASE HOUSTON TX 770193014 2.00 0 0 0 CAROLINE SIMONS 3814 CHEVY CHASE HOUSTON TX 770193014 2.00 0 0 0 NONE 0 NONE 0 0 795745 18769 33854 848368 0 0 848368 12726 835642 41782 41782 655 655 41127 0 41127 0 41127 88500 0 88500 0 88500 41127 0 0 40399 40399 88500 0 0 0 41127 47373 0 0 87772 0 0 0 0 0 0 0 87772 40399 47373 SUZANNE SIMONS X LSUS FOUNDATION ONE UNIVERSITY PLACE SHREVEPORT LA 711152399 501(C)(3) ENTITY ACADEMIC ENDOWMENT 60000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 501(C)(3) ENTITY ACADEMIC FUNDS 15000 ST JOHN'S SCHOOL 2401 CLAREMONT LANE HOUSTON TX 77019 501(C)(3) ENTITY ACADEMIC ENDOWMENT 7500 THE CHURCH OF ST JOHN THE DIVINE 2450 RIVER OAKS BLVD HOUSTON TX 77019 501(C)(3) ENTITY GENERAL FUND 5000 YELLOWSTONE ACADEMY 3000 TRULLEY ST HOUSTON TX 770041743 501(C)(3) ENTITY GENERAL FUND 1000 88500 0 14 90 14 26959 14 13145 OTHER INCOME 900001 -11033 01 285 -11033 40479 0 29446 0 0 0 0 0 0 0 0 0 0 X X 1 SUZANNE SIMONS REVOCABLE MANAGEMENT 4295 SAN FELIPE SUITE 207 HOUSTON TX 77027 12000 X PROFESSIONAL FEES 3565 3565 0 0 BROKERAGE INVESTMENTS 616629 765467 BROKERAGE INVESTMENTS 649510 0 0 OIL & GAS ROYALTIES 33859 33859 33800 INVESTMENT ACCOUNT TRANSACTION FEES 3745 3745 0 0 INVESTMENT INTEREST EXPENSE 47 47 0 0 INTANGIBLE DRILLING COST 295 295 0 0 NONDEDUCTIBLE EXPENSE 9 9 0 0 OTHER INCOME -10748 285 FAIR MARKET VALUE IN EXCESS OF BOOK VALUE OF NONCASH CONTRIBUTIONS 11863 FOREIGN TAX PAID 48 48 0 0