Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

23-6286763
B Telephone number (see instructions)

(800) 496-2583
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,505,095J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 215,611 181,551  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 94,450
b Gross sales price for all assets on line 6a 1,599,502
7 Capital gain net income (from Part IV, line 2)... 94,450
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 310,061 276,001  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 41,193 25,350   15,843
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
885 885   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,630 5,002   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
256 6   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,964 31,243 0 16,093
25 Contributions, gifts, grants paid....... 398,559 398,559
26 Total expenses and disbursements. Add lines 24 and 25 446,523 31,243 0 414,652
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -136,462
b Net investment income (if negative, enter -0-) 244,758
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 94,692 51,761 51,761
2 Savings and temporary cash investments......... 87,571 108,144 108,144
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,400,313 Click to see attachment
List of Attached Documents:
// Content
3,153,516 		4,653,742
c Investments—corporate bonds (attach schedule)....... 2,838,956 Click to see attachment
List of Attached Documents:
// Content
2,971,605 		2,759,262
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 499,995 Click to see attachment
List of Attached Documents:
// Content
499,995 		932,186
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,921,527 6,785,021 8,505,095
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,921,527 6,785,021
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,921,527 6,785,021
30 Total liabilities and net assets/fund balances (see instructions). 6,921,527 6,785,021
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,921,527
2
Enter amount from Part I, line 27a .....................
2
-136,462
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,023
4
Add lines 1, 2, and 3 ..........................
4
6,788,088
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,067
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,785,021
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 717.234 FIDELITY 500 INDEX FUND   2022-01-26 2023-01-19
b 1033.612 FIDELITY 500 INDEX FUND     2023-01-19
c 1115.212 FIDELITY 500 INDEX FUND   2018-08-28 2023-02-15
d 546.362 SIX CIRCLES CREDIT OPPORT   2022-05-25 2023-02-15
e 8766.631 SIX CIRCLES CREDIT OPPORT   2020-11-05 2023-02-15
4101.022 VANGUARD TTL INTL BND-ADM     2023-02-15
33. 3M CO     2023-03-24
1. BROADCOM INC   2021-06-14 2023-06-15
542.929 FIDELITY 500 INDEX FUND   2018-08-28 2023-06-26
1198. JPMORGAN BETABUILDERS EUROPE ETF   2023-02-15 2023-06-26
937. JPMORGAN BETABUILDERS EUROPE ETF     2023-06-26
3. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-19 2023-06-26
488. JPMORGAN BETABUILDERS CANADA   2018-08-20 2023-06-26
579. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-19 2023-07-25
942. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-19 2023-07-25
2. BROADCOM INC     2023-08-17
. KENVUE INC     2023-08-31
17. KIMBERLY CLARK CORP   2012-03-29 2023-09-11
28. KIMBERLY CLARK CORP   2012-03-29 2023-09-12
8. BOSTON PPTYS INC     2023-10-03
27. BOSTON PPTYS INC     2023-10-04
15. SANDOZ GROUP AG-ADR     2023-10-13
. SANDOZ GROUP AG-ADR     2023-10-20
771. ISHARES TR 7-10 YR TREAS INDEX FD   2022-06-17 2023-12-04
771. ISHARES TR 7-10 YR TREAS INDEX FD   2022-06-17 2023-12-04
1692. ISHARES US TREASURY BOND ETF     2023-12-04
1689. ISHARES US TREASURY BOND ETF   2022-10-05 2023-12-04
8983.093 VANGUARD TTL BD MKT IDX-ADM   2019-02-04 2023-12-04
12. SIEMENS A G SPONSORED ADR   2017-09-15 2023-12-08
311. ISHARES TR S & P MIDCAP 400 INDEX FD     2023-12-12
1. BROADCOM INC   2020-08-28 2023-12-14
265.067 FIDELITY 500 INDEX FUND   2023-12-12 2023-12-18
489.628 FIDELITY 500 INDEX FUND     2023-12-18
120. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-19 2023-12-18
4712.088 SIX CIRCLES ULTR SHRT DUR   2019-11-22 2023-12-18
5628.988 SIX CIRCLES US UNCONSTR EQ     2023-12-18
4981.842 SIX CIRCLES INTL UNCON EQ   2021-10-22 2023-12-18
165. VANGUARD INT-TERM CORPORATE   2023-12-04 2023-12-18
2. BROADCOM INC   2020-08-28 2023-12-19
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 97,027   108,288 -11,261
b 139,827   106,769 33,058
c 160,713   113,216 47,497
d 4,863   5,059 -196
e 78,023   88,981 -10,958
78,945   90,456 -11,511
3,328   4,224 -896
882   469 413
81,852   55,118 26,734
63,371   63,934 -563
49,616   49,451 165
159   157 2
29,215   24,180 5,035
32,014   30,377 1,637
52,105   49,422 2,683
1,657   726 931
9     9
2,178   1,205 973
3,514   1,984 1,530
433   976 -543
1,479   3,201 -1,722
457   262 195
5     5
72,198   77,246 -5,048
72,182   77,246 -5,064
38,032   38,586 -554
37,956   38,518 -562
84,711   94,233 -9,522
1,046   843 203
82,065   84,349 -2,284
1,115   343 772
43,577   42,856 721
80,495   49,289 31,206
6,690   6,296 394
46,555   47,101 -546
83,084   79,972 3,112
52,509   56,046 -3,537
13,324   12,986 338
2,279   687 1,592
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
      12
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -11,261
b       33,058
c       47,497
d       -196
e       -10,958
      -11,511
      -896
      413
      26,734
      -563
      165
      2
      5,035
      1,637
      2,683
      931
      9
      973
      1,530
      -543
      -1,722
      195
      5
      -5,048
      -5,064
      -554
      -562
      -9,522
      203
      -2,284
      772
      721
      31,206
      394
      -546
      3,112
      -3,537
      338
      1,592
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 94,450
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,402
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,402
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,402
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,804
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,804
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 598
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrown/a
14
The books are in care ofright arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA TRUSTEE
10 		25,594    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
BONNIE WARD SIMON TRUSTEE
5 		15,599    
262 CENTRAL PARK WEST NEW YORK NY
CHICAGO,IL60603
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,072,244
b
Average of monthly cash balances.......................
1b
180,153
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,252,397
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
8,252,397
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
123,786
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,128,611
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
406,431
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
406,431
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,402
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,402
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
403,029
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
403,029
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
403,029
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
414,652
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
414,652
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 403,029
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 398,559
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 414,652
a Applied to 2022, but not more than line 2a 398,559
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 16,093
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		386,936
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BONNIE W SIMON CO JPMORGAN CHASE B
270 PARK AVENUE
NEW YORK,NY10017
(212) 464-2765
N/A
bThe form in which applications should be submitted and information and materials they should include:
NO FORMAL APPLICATION. SEND A LETTER WITH A REASON FOR THE REQUESTED GRANT
cAny submission deadlines:
CONTACT FOR DETAILS
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CONTACT FOR DETAILS
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

NEW YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST
NEW YORK,NY10024 		NONE PC GENERAL 1,000

PARK AVENUE ARMORY

643 PARK AVENUE
NEW YORK,NY10065 		NONE PC GENERAL 1,500

THE PUBLIC THEATER

425 LAFAYETTE STREET
NEW YORK,NY10003 		NONE PC GENERAL 10,000

FOOD FOR FREE

11 INMAN STREET
CAMBRIDGE,MA02139 		NONE PC GENERAL 5,000

THE GREATER BOSTON FOOD BANK

70 SOUTH BAY AVENUE
BOSTON,MA02118 		NONE PC GENERAL 5,000

NATIONAL PHILANTHROPIC TRUST

165 TOWNSHIP LINE ROAD SUITE 1200
JENKINTOWN,PA19046 		NONE PC GENERAL 54,559

AMERICAN FRIENDS OF THE LEIPZIG
BACH ARCHIVE
11A MOUNT AUBURN ST
CAMBRIDGE,MA02138 		NONE PC GENERAL 1,000

FRIENDS OF HOPEWELL QUARRY

180 CRUSHER ROAD
HOPEWELL,NJ08525 		NONE PC GENERAL 500

WOODS HOLE FILM FESTIVAL

89 WATER STREET
WOODS HOLE,ME02543 		NONE PC GENERAL 1,000

KING BAUDOUIN FOUNDATION

551 FIFTH AVENUE STE 2400
NEW YORK,NY10176 		NONE PC GENERAL 5,000

NATIONAL WILDLIFE FEDERATION

11100 WILDLIFE CENTER DRIVE
RESTON,VA20190 		NONE PC GENERAL 2,500

OPERA LAFAYETTE

921 PENNSYLVANIA AVENUE SE
WASHINGTON,DC20003 		NONE PC GENERAL 2,500

WOODWELL CLIMATE RESEARCH CENTER

149 WOODS HOLE ROAD
FALMOUTH,MA02540 		NONE PC GENERAL 2,500

AMERICAN BALLET THEATRE

890 BROADWAY 3RD FLOOR
NEW YORK,NY10003 		NONE PC GENERAL 1,000

CENTRAL PARK CONSERVANCY INC
ATTN SHERYL L JARVIS
14 EAST 60TH STREET 8TH FLOOR
NEW YORK,NY10022 		NONE PC GENERAL 20,000

GSAS COLUMBIA UNIVERSITY

622 WEST 113TH STREET MC 4523
NEW YORK,NY10025 		NONE PC GENERAL 5,000

AMERICAN CIVIL LIBERTIES UNION
FOUNDATION
125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		NONE PC GENERAL 5,000

CHAMBER MUSIC SOCIETY

70 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		NONE PC GENERAL 10,000

HABITAT FOR HUMANITY

111 JOHN STREET
NEW YORK,NY10038 		NONE PC GENERAL 5,000

AMERICAN FRIENDS SERVICE COMMITTEE

1501 CHERRY STREET
PHILADELPHIA,PA19102 		NONE PC GENERAL 2,500

CHURCH OF THE RESURRECTION

119 EAST 74TH STREET
NEW YORK,NY10021 		NONE PC GENERAL 1,000

HISTORIC HIGHFIELD
ATTN DIRECTOR OF DEVELOPMENT
56 HIGHFIELD DRIVE
FALMOUTH,MA02541 		NONE PC GENERAL 1,000

CITY HARVEST INC

6 EAST 32ND STREET 5TH FLOOR
NEW YORK,NY10016 		NONE PC GENERAL 5,000

ASPEN PUBLIC RADIO

110 EAST HALLAM STREET SUITE 134
ASPEN,CO816111467 		NONE PC GENERAL 1,000

LINCOLN CENTER FOR THE PERFORMING ARTS

70 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		NONE PC GENERAL 7,500

BOSTON CRUSADERS DRUM & BUGLE CORPS IN

PO BOX 51391
BOSTON,MA02205 		NONE PC GENERAL 5,000

COMPASSION & CHOICES

PO BOX 10810
DENVER,CO80250 		NONE PC GENERAL 1,000

MARINE BIOLOGICAL LABORATORY

7 MBL STREET
WOODS HOLE,MA02543 		NONE PC GENERAL 1,000

DOCTORS WITHOUT BORDERS USA INC

333 SEVENTH AVENUE 2ND FLOOR
NEW YORK,NY10001 		NONE PC GENERAL 5,000

METROPOLITAN MUSEUM OF ART
MS NINA DIEFENBACH
1000 FIFTH AVENUE
NEW YORK,NY10028 		NONE PC GENERAL 10,000

CAPE COD HEALTHCARE INC

PO BOX 370
HYANNIS,MA02601 		NONE PC GENERAL 5,000

FOOD BANK FOR NEW YORK

PO BOX 1125
NEW YORK,NY10277 		NONE PC GENERAL 5,000

METROPOLITAN OPERA ASSN INC

70 LINCOLN CENTER
NEW YORK,NY10023 		NONE PC GENERAL 20,000

CAPE COD THEATRE PROJECT INC

PO BOX 410
FALMOUTH,MA02541 		NONE PC GENERAL 2,500

MINNESOTA STATE UNIVERSITY AT MOORHEAD
COLLEGE OF HUMANITIES & SOCIAL SCIENCES
1104 7TH AVENUE SOUTH
MOORHEAD,MN56563 		NONE PC GENERAL 5,000

CARNEGIE HALL SOCIETY INC

881 SEVENTH AVENUE
NEW YORK,NY10019 		NONE PC GENERAL 10,000

MUSEUM OF MODERN ART

11 WEST 53RD STREET
NEW YORK,NY10019 		NONE PC GENERAL 5,000

NARAL PRO-CHOICE AMERICA FOUNDATION

1156 15TH STREET SUITE 700
WASHINGTON,DC20005 		NONE PC GENERAL 5,000

THE NEW YORK PUBLIC LIBRARY

476 FIFTH AVENUE
NEW YORK,NY10018 		NONE PC GENERAL 5,000

SIERRA CLUB FOUNDATION

2101 WEBSTER ST SUITE 1300
OAKLAND,CA94612 		NONE PC GENERAL 5,000

THE SALVATION ARMY

120 WEST 14TH STREET
NEW YORK,NY10011 		NONE PC GENERAL 2,000

SOLOMON R GUGGENHEIM FOUNDATION

1071 FIFTH AVENUE
NEW YORK,NY10128 		NONE PC GENERAL 1,000

THE SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		NONE PC GENERAL 2,500

NATIONAL TRUMPET COMPETITION

3500 N THIRD STREE
ARLINGTON,VA22201 		NONE PC GENERAL 2,500

VASSAR COLLEGE

BOX 14 124 RAYMOND AVENUE
POUGHKEEPSIE,NY10014 		NONE PC GENERAL 10,000

NEW YORK CITY BALLET INC
NEW YORK STATE THEATER
20 LINCOLN CENTER
NEW YORK,NY10065 		NONE PC GENERAL 1,000

THE 300 COMMITTEE LAND TRUST INC

157 LOCUST STREET
FALMOUTH,MA02540 		NONE PC GENERAL 2,500

WNETCHANNEL 13

825 EIGHTH AVENUE
NEW YORK,NY10019 		NONE PC GENERAL 10,000

THE NEW YORK TIMES NEEDIEST CASES FUND

4 CHASE METROTECH CENTER 7TH FLOOR
LOCKBOX,NY11245 		NONE PC GENERAL 10,000

WNYC

PO BOX 1550
NEW YORK,NY10116 		NONE PC GENERAL 10,000

OBERLIN COLLEGE
OFFICE OF DEVELOPMENT
50 WEST LORAIN STREET
OBERLIN,OH44074 		NONE PC GENERAL 5,000

THE DOE FUND

232 EAST 84TH STREET
NEW YORK,NY10028 		NONE PC GENERAL 1,500

WOODS HOLE COMMUNITY ASSOCIATION

PO BOX 327
WOODS HOLE,MA02543 		NONE PC GENERAL 1,000

PHILHARMONIC-SYMPHONY SOCIETY OF NY

10 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		NONE PC GENERAL 5,000

THE FALMOUTH SERVICE CENTER

611 GIFFORD STREET
FALMOUTH,MA02540 		NONE PC GENERAL 3,500

WOODS HOLE HISTORICAL SOCIETY

PO BOX 185
WOODS HOLE,MA02543 		NONE PC GENERAL 1,500

WOODS HOLE PUBLIC LIBRARY

581 WOODS HOLE ROAD
WOODS HOLE,MA02543 		NONE PC GENERAL 5,000

YOUNG CONCERT ARTISTS

250 WEST 57TH STREET
NEW YORK,NY10107 		NONE PC GENERAL 2,500

COMMUNITY HEALTH CENTER OF CAPE COD INC

107 COMMERCIAL STREET
MASHPEE,MA02649 		NONE PC GENERAL 1,000

FALMOUTH ACADEMY INC

7 HIGHFIELD DRIVE
FALMOUTH,MA02540 		NONE PC GENERAL 50,000

MANHATTAN THEATRE CLUB INC

311 WEST 43RD STREET 9
NEW YORK,NY10036 		NONE PC GENERAL 2,500

WOODS HOLE OCEANOGRAPHIC INSTITUTION

266 WOODS HOLE ROAD
WOODS HOLE,MA02543 		NONE PC GENERAL 1,000

SALZBURG FESTIVAL SOCIETY INC

509 MADISON AVENUE ROOM 1710
NEW YORK,NY10022 		NONE PC GENERAL 10,000

CHURCH OF THE MESSIAH

13 CHURCH STREET
WOODS HOLE,MA02543 		NONE PC GENERAL 1,000

SYMPHONY SPACE

2537 BROADWAY AT 95TH ST
NEW YORK,NY100256990 		NONE PC GENERAL 1,000

THE MORGAN LIBRARY & MUSEUM

225 MADISON AVENUE
NEW YORK,NY10016 		NONE PC GENERAL 10,000
Total .................................right arrow 3a 398,559
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 215,611  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 94,450  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   310,061  
13Total. Add line 12, columns (b), (d), and (e)..................
13
310,061
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
EIN:
23-6286763
Name of Bond End of Year Book Value End of Year Fair Market Value
92203J308 VANGUARD TTL INTL BN 541,728 490,941
83002G108 SIX CIRCLES ULTR SHR 41,952 41,488
921937603 VANGUARD TTL BD MKT    
83002G702 SIX CIRCLES GLOBAL B 1,309,754 1,169,895
83002G884 SIX CIRCLES CREDIT O 159,126 157,380
92206C771 VANGUARD MORTGAGE-BA 87,814 78,951
46429B267 ISHARES US TREASURY    
464287440 ISHARES 7-10 YEAR TR    
921937835 VANGUARD TOTAL BOND 252,473 239,552
92203J407 VANGUARD TOTAL INTL 252,200 240,951
92206C847 VANGUARD LONG-TERM T 85,265 90,818
92206C870 VANGUARD INT-TERM CO 241,293 249,286

TY 2023 InvestmentsCorpStockSchedule
Name:
ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
EIN:
23-6286763
Name of Stock End of Year Book Value End of Year Fair Market Value
166764100 CHEVRON CORP 5,108 7,309
372460105 GENUINE PARTS CO 2,814 6,233
458140100 INTEL CORP 4,419 6,281
478160104 JOHNSON & JOHNSON 4,837 8,307
494368103 KIMBERLY-CLARK CORP    
594918104 MICROSOFT CORP 483 5,641
717081103 PFIZER INC 4,456 4,175
718172109 PHILIP MORRIS INTERN 5,836 6,586
00206R102 AT&T INC 5,030 3,524
02209S103 ALTRIA GROUP INC 2,849 3,268
05534B760 BCE INC 7,367 6,695
17275R102 CISCO SYSTEMS INC 4,144 7,275
20825C104 CONOCOPHILLIPS 4,062 8,357
25243Q205 DIAGEO PLC-SPONSORED 2,709 4,078
30231G102 EXXON MOBIL CORP 5,504 7,499
46625H100 JPMORGAN CHASE & CO 2,693 10,036
58933Y105 MERCK & CO. INC. 4,206 9,812
65339F101 NEXTERA ENERGY INC 1,697 6,803
66987V109 NOVARTIS AG-SPONSORE 4,743 7,674
78462F103 SPDR S&P 500 ETF TRU 241,904 689,200
88579Y101 3M CO    
G51502105 JOHNSON CONTROLS INT 4,761 6,974
H1467J104 CHUBB LTD 5,016 11,300
826197501 SIEMENS AG-SPONS ADR 5,376 7,390
89417E109 TRAVELERS COS INC/TH 1,584 5,143
315911750 FIDELITY 500 INDEX F 767,508 1,333,198
83002G306 SIX CIRCLES US UNCON 738,298 1,019,868
83002G405 SIX CIRCLES INTL UNC 600,819 676,286
060505104 BANK OF AMERICA CORP 6,323 7,475
260557103 DOW INC 6,034 6,855
42250P103 HEALTHPEAK PROPERTIE 6,980 4,554
87612E106 TARGET CORP 2,512 4,985
89832Q109 TRUIST FINANCIAL COR 6,907 5,353
11135F101 BROADCOM INC 2,300 7,814
172967424 CITIGROUP INC 5,590 3,601
26441C204 DUKE ENERGY CORP 5,690 6,308
369550108 GENERAL DYNAMICS COR 5,561 8,050
548661107 LOWE'S COS INC 2,344 6,009
617446448 MORGAN STANLEY 3,783 8,859
75513E101 RTX CORP 3,039 7,404
904767704 UNILEVER PLC-SPONSOR 3,900 5,381
911312106 UNITED PARCEL SERVIC 6,033 5,660
G5960L103 MEDTRONIC PLC 6,982 5,849
46641Q191 JPMORGAN BETABUILDER 117,207 126,422
46641Q217 JPMORGAN BETABUILDER 239,690 251,098
46641Q225 JPMORGAN BETABUILDER 135,278 177,356
46641Q233 JPMORGAN BETABUILDER 127,876 111,398
925652109 VICI PROPERTIES INC 6,233 6,408
101121101 BOSTON PROPERTIES IN    
20030N101 COMCAST CORP-CLASS A 6,381 7,191
22822V101 CROWN CASTLE INC 3,193 4,147
49177J102 KENVUE INC 5,457 6,653

TY 2023 InvestmentsOtherSchedule2
Name:
ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
EIN:
23-6286763
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HEBLAAAK6 BLACKSTONE PARTNERS AT COST 499,995 932,186

TY 2023 OtherDecreasesSchedule
Name:
ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
EIN:
23-6286763
Description Amount
2023 TRANSACTIONS POSTED IN 2024 2,971
2023 SALES POSTED IN 2024 24
SALES FOUND UPDATE 67
ROUNDING 5


TY 2023 OtherExpensesSchedule
Name:
ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
EIN:
23-6286763
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 250 0   250
OTHER EXPENSE (NON-DEDUCTIBLE 6 6   0


TY 2023 OtherIncreasesSchedule
Name:
ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
EIN:
23-6286763
Description Amount
2022 TRANSACTIONS POSTED IN 2023 2,868
RETURN OF CAPITAL ADJUSTMENT 155


TY 2023 OtherProfessionalFeesSchedule
Name:
ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
EIN:
23-6286763
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 885 885    


TY 2023 TaxesSchedule
Name:
ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006
EIN:
23-6286763
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 362 362   0
FEDERAL ESTIMATES - INCOME 628 0   0
FOREIGN TAXES ON QUALIFIED FOR 3,946 3,946   0
FOREIGN TAXES ON NONQUALIFIED 694 694   0