SIMON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SIMON FAMILY FOUNDATION (EIN 87-2923979)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-24
- IRS object ID
- 202620839349100617
- Schema version
- 2025v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-24T11:37:49-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 880524275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAIRIE LEGACY FAMILY OFFICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 N ROCK RD STE 200 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672062255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 872923979 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 3167197878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 N ROCK ROAD 130 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDY J SIMON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3167197878 | PhoneNum |
| Signature | 2026-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD M CONNELL CPA | PreparerPersonNm |
| PTIN | P01068740 | PTIN |
| Phone | 3162615369 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,388,568 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $111,045 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,955 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,955 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,911 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $859,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $908,186 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $859,672 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,030,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $919,538 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $90 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,580 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,580 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $199,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $199,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $202,770 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $827,813 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $917,368 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $428,063 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $994,494 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $994,494 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $658 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,449 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $658 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $658 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $558,421 | CorporateStockBOYAmt |
| Corporate Stock EOY | $816,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,393,415 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $987,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,812,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,388,568 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $987,933 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,812,131 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $987,933 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,812,131 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $987,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,812,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $987,933 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $827,813 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,815,746 | SubtotalAmt |
| Other Decreases | $3,615 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,812,131 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| 4 AAPL 121925 285 CALL | 2025-12-02 | 2025-12-19 | $1,828 | $1,828 | $1,828 | |
| 5 AMAT 112125 230 CALL | 2025-10-15 | 2025-11-21 | $5,483 | $5,483 | $5,483 | |
| 3 AMAT 051625 140 CALL | 2025-04-16 | 2025-05-16 | $2,313 | $2,313 | $2,313 | |
| 5 NVDA 022125 120 CALL | 2025-02-04 | 2025-02-21 | $2,733 | $2,733 | $2,733 | |
| 2 PLTR 022125 110 CALL | 2025-02-06 | 2025-02-21 | $753 | $753 | $753 | |
| 5 LUMEN | 2023-09-12 | 2025-11-04 | $55,819 | $48,620 | $48,620 | $7,199 |
| 500 PLTR | 2022-06-08 | 2025-02-21 | $44,884 | $40,210 | $40,210 | $4,674 |
| 400 PLTR | 2022-06-08 | 2025-06-20 | $50,209 | $46,470 | $46,470 | $3,739 |
| 1000 PLTR | 2022-06-08 | 2025-08-12 | $183,879 | $174,531 | $174,531 | $9,348 |
| 100 PLTR | 2022-06-08 | 2025-08-13 | $18,460 | $17,525 | $17,525 | $935 |
| 500 AAPL | 2008-01-23 | 2025-09-19 | $121,511 | $119,208 | $119,208 | $2,303 |
| 500 AMAT | 1996-06-27 | 2025-12-19 | $116,356 | $114,443 | $114,443 | $1,913 |
| ISHARES BITCOIN TR ETF | 2025-02-05 | 2025-12-31 | $65 | $0 | $0 | $65 |
| 500 PLTR | 2022-06-08 | 2025-03-27 | $45,447 | $40,773 | $40,773 | $4,674 |
| 200 PLTR | 2022-06-08 | 2025-08-13 | $36,921 | $35,047 | $35,047 | $1,874 |
| 200 PLTR | 2023-05-10 | 2025-08-13 | $36,921 | $34,956 | $34,956 | $1,965 |
| 1000 PLTR | 2023-05-10 | 2025-08-13 | $184,604 | $174,779 | $174,779 | $9,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $859,672 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,751 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,751 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,751 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,991 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RANDY J SIMON | IndividualWithBooksNm |
| Phone | 3167197878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 N ROCK ROAD STE 130 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDY J SIMON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 N FOLIAGE CT | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,809,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $474,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,284,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,284,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,260 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,219,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $210,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $210,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,751 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,751 | TotalTaxAmt |
| Distributable Before Adj | $198,237 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $198,237 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $198,237 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $200,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,237 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $515,698 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $195,006 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,550 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $784,254 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $198,237 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,363 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $786,617 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $786,617 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $515,698 | ExcessFromYear3Amt |
| Excess From Year2 | $195,006 | ExcessFromYear2Amt |
| Excess From Year1 | $73,550 | ExcessFromYear1Amt |
| Excess From Current Year | $2,363 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RANDY J SIMON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RANDY J SIMON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 N ROCK ROAD STE 200 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3167197878 | RecipientPhoneNum |
| Recipient Email Address | BNOMIS1177@AOL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | FormAndInfoAndMaterialsTxt | |
| Submission Deadlines | SEPTEMBER 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL SAINTS CHURCH | ||||||
| 3205 E GRAND | WICHITA | KS | 67218 | PC | OPERATING FUNDS | $10,000 |
| BLESSED SACRAMENT CHURCH | ||||||
| 124 N ROOSEVELT | WICHITA | KS | 67208 | PC | OPERATING FUNDS | $15,000 |
| CATHOLIC DIOCESE OF WICHITA | ||||||
| 424 N BROADWAY | WICHITA | KS | 67202 | PC | OPERATING FUNDS | $125,000 |
| CHURCH OF THE MAGDALENE | ||||||
| 12626 E 21ST ST N | WICHITA | KS | 67206 | PC | OPERATING FUNDS | $5,100 |
| DEAR NEIGHBORS MINISTRY | ||||||
| 1329 S BLUFFVIEW | WICHITA | KS | 67218 | PC | OPERATING FUND | $10,000 |
| GUADELUPE CLINIC | ||||||
| 940 S ST FRANCIS | WICHITA | KS | 67211 | PC | OPERATING FUNDS | $5,000 |
| MARK ARTS | ||||||
| 1307 N ROCK RD | WICHITA | KS | 67206 | PC | BUILDING FUND | $5,000 |
| O'SHAUGHNESSY FOUNDATION | ||||||
| BOX 422 | KECHI | KS | 67067 | PC | OPERATING FUND | $2,000 |
| ST JOSEPH CATHOLIC CHURCH | ||||||
| 132 S MILLWOOD | WICHITA | KS | 67213 | PC | OPERATING FUNDS | $3,000 |
| ST THOMAS CHURCH | ||||||
| 1321 N STRATFORD LN | WICHITA | KS | 67206 | PC | OPERATING FUNDS | $7,500 |
| TITLEIST VENTURES | ||||||
| 322 S MOSLEY | WICHITA | KS | 67202 | PC | OPERATING FUNDS | $2,000 |
| VIA CHRISTI FOUNDATION | ||||||
| 3600 E HARRY | WICHITA | KS | 67218 | PC | OPERATING FUNDS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $199,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,955 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,911 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $859,672 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $919,538 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $919,538 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RANDY J AND ALICE M SIMON | |||||||
| 1 | 1515 FOLIAGE CT | WICHITA | KS | 67206 | $1,500 | Yes (X) | |
| RANDY J AND ALICE M SIMON | |||||||
| 2 | 1515 FOLIAGE CT | WICHITA | KS | 67206 | $38,480 | Yes (X) | |
| JAY D SIMON | |||||||
| 3 | 1515 FOLIAGE CT | WICHITA | KS | 67206 | $1,874 | Yes (X) | |
| RANDY J AND ALICE M SIMON | |||||||
| 4 | 1515 FOLIAGE CT | WICHITA | KS | 67206 | $1,965 | Yes (X) | |
| RANDY J AND ALICE M SIMON | |||||||
| 5 | 1515 FOLIAGE CT | WICHITA | KS | 67206 | $9,825 | Yes (X) | |
| RANDY J AND ALICE M SIMON | |||||||
| 6 | 1515 FOLIAGE CT | WICHITA | KS | 67206 | $7,198 | Yes (X) | |
| RANDY J AND ALICE M SIMON | |||||||
| 7 | 1515 FOLIAGE CT | WICHITA | KS | 67206 | $6,600 | Yes (X) | |
| RANDY J AND ALICE M SIMON | |||||||
| 8 | 1515 FOLIAGE CT | WICHITA | KS | 67206 | $32,508 | Yes (X) | |
| JAY D SIMON | |||||||
| 9 | 1515 FOLIAGE CT | WICHITA | KS | 67206 | $11,095 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 400 SHARES PHILIP MORRIS | $73,483 | 2025-07-16 |
| 3 | 200 SHARES PALANTIR TECHNOLOGIES | $35,000 | 2025-08-05 |
| 4 | 200 SHARES PALANTIR TECHNOLOGIES | $35,000 | 2025-08-05 |
| 5 | 1000 SHARES PALANTIR TECHNOLOGIES | $187,460 | 2025-08-13 |
| 6 | 5000 SHARES LUMEN TECHNOLOGIES | $225,840 | 2025-11-04 |
| 7 | 400 SHARES APPLE INC | $111,640 | 2025-12-10 |
| 8 | 700 SHARES PHILIP MORRIS | $112,700 | 2025-12-31 |
| 9 | 500 SHARES PALANTIR TECHNOLOGIES | $94,500 | 2025-08-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $816,978 | EOYBookValueAmt |
| EOYFMV | $4,393,415 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 ESTIMATE PAYMENT | Desc |
| Amt | $3,615 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STOCK ACCOUNT FEE | CategoryTxt |
| Amt | $90 | Amt |
| Net Investment Income | $90 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments