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
THE SIMON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1755 LAKE COOK RD APT 314
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HIGHLAND PARK, IL60035
A Employer identification number

36-4325958
B Telephone number (see instructions)

(847) 835-9195
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$104,852,745J 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) 562,835
2 Check right arrow.............
3 Interest on savings and temporary cash investments 232,334 232,006  
4 Dividends and interest from securities... 798,341 779,365  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,278,511
b Gross sales price for all assets on line 6a 48,093,947
7 Capital gain net income (from Part IV, line 2)... 5,278,511
8 Net short-term capital gain.........  
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)....... Click to see attachment
List of Attached Documents:
// Content
335 315  
12 Total. Add lines 1 through 11........ 6,872,356 6,290,197  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 95,000 0   95,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26,200 13,100   13,100
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
281,929 281,929   0
17 Interest............... 2,176 2,176   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,872 5,872   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
123,267 123,242   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 534,444 426,319   108,125
25 Contributions, gifts, grants paid....... 4,860,000 4,860,000
26 Total expenses and disbursements. Add lines 24 and 25 5,394,444 426,319   4,968,125
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,477,912
b Net investment income (if negative, enter -0-) 5,863,878
c Adjusted net income (if negative, enter -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............. 3,299,725 1,881,105 1,881,105
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 4,117,107 Click to see attachment
List of Attached Documents:
// Content
5,654,227 		5,706,290
b Investments—corporate stock (attach schedule)....... 41,097,827 Click to see attachment
List of Attached Documents:
// Content
41,657,263 		88,811,365
c Investments—corporate bonds (attach schedule).......      
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).......... 7,243,231 Click to see attachment
List of Attached Documents:
// Content
7,681,913 		8,453,985
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) 55,757,890 56,874,508 104,852,745
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 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........ 55,757,890 56,874,508
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 55,757,890 56,874,508
30 Total liabilities and net assets/fund balances (see instructions). 55,757,890 56,874,508
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
55,757,890
2
Enter amount from Part I, line 27a .....................
2
1,477,912
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
81,969
4
Add lines 1, 2, and 3 ..........................
4
57,317,771
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
443,263
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
56,874,508
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 BERKSHIRE HATHAWAY CL A - OPTIONS - TD AMERITRADE 7911 D 2023-01-01 2023-12-31
b BERKSHIRE HATHAWAY CL B - OPTIONS - TD AMERITRADE 7911 D 2023-01-01 2023-12-31
c PUBLICLY TRADED SECURITIES - CHARLES SCHWAB 0501 - LT P 2022-01-01 2023-12-31
d PUBLICLY TRADED SECURITIES - CHARLES SCHWAB 0501 - ST P 2023-01-01 2023-12-31
e PUBLICLY TRADED SECURITIES - CHARLES SCHWAB 2117 - LT P 2022-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - CHARLES SCHWAB 2117 - ST P 2023-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - CHARLES SCHWAB 9077 - LT P 2022-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - CHARLES SCHWAB 9077 - ST P 2023-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - CHARLES SCHWAB 9674 - LT P 2022-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - CHARLES SCHWAB 9674 - ST P 2023-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - CHARLES SCHWAB 9685 - LT P 2022-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - CHARLES SCHWAB 9685 - ST P 2023-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 2090 - LT P 2022-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 2090 - ST P 2023-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 2337 - LT P 2022-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 2337 - ST P 2023-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 4074 - LT P 2022-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 4074 - ST P 2023-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 4078 - LT P 2022-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 4078 - ST P 2023-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 7911 - LT P 2022-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 7911 - ST P 2023-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - US TRUST 5646 - LT P 2022-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - US TRUST 5646 - ST P 2023-01-01 2023-12-31
TRIGRAN INVESTMENTS LP II - LT P 2022-01-01 2023-12-31
TRIGRAN INVESTMENTS LP II - ST P 2023-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 0613 - ST P 2023-01-01 2023-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 0613 - LT P 2022-01-01 2023-12-31
CAPITAL GAINS 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 4,844,988   1,076,148 3,768,840
b 1,864,646   481,728 1,382,918
c 447,522   449,141 -1,619
d 1,940,312   2,038,294 -97,982
e 577,563   569,059 8,504
115,505   108,439 7,066
80,224   117,007 -36,783
22,920   46,368 -23,448
119,955   82,593 37,362
43,828   44,277 -449
383,594   331,448 52,146
147,567   159,723 -12,156
281,848   267,082 14,766
248,849   265,442 -16,593
223,025   217,109 5,916
460,139   500,647 -40,508
183,393   175,579 7,814
4,513,264   4,376,504 136,760
463,214   502,517 -39,303
687,135   695,296 -8,161
179,723   296,150 -116,427
27,385,925   27,421,182 -35,257
1,448,334   1,372,195 76,139
110,955   121,706 -10,751
261,611     261,611
    86,727 -86,727
298,204   376,979 -78,775
701,771   636,096 65,675
57,933     57,933
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       3,768,840
b       1,382,918
c       -1,619
d       -97,982
e       8,504
      7,066
      -36,783
      -23,448
      37,362
      -449
      52,146
      -12,156
      14,766
      -16,593
      5,916
      -40,508
      7,814
      136,760
      -39,303
      -8,161
      -116,427
      -35,257
      76,139
      -10,751
      261,611
      -86,727
      -78,775
      65,675
      57,933
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 5,278,511
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 81,508
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 81,508
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 81,508
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 38,323
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 66,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 104,323
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1,924
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 20,891
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow20,891 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowIL
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 arrowALBERT SIMON III Telephone no.right arrow (847) 835-9195

Located atright arrow1755 LAKE COOK RD APT 314HIGHLAND PARKIL ZIP+4right arrow60035
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
Yes
 
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
 
No
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
ALBERT SIMON III PRESIDENT
5.00 		47,500 0 0
1755 LAKE COOK RD APT 314
HIGHLAND PARK,IL60035
JUDITH SIMON VICE PRESIDENT
20.00 		47,500 0 0
1755 LAKE COOK RD APT 314
HIGHLAND PARK,IL60035
STEVEN SIMON ASSISTANT
1.00 		0 0 0
1019 HILLSIDE AVENUE
DEERFIELD,IL60015
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 arrow0
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
88,550,775
b
Average of monthly cash balances.......................
1b
2,876,271
c
Fair market value of all other assets (see instructions)................
1c
7,438,713
d
Total (add lines 1a, b, and c).........................
1d
98,865,759
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
98,865,759
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,482,986
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
97,382,773
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,869,139
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
4,869,139
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
81,508
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
81,508
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,787,631
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,787,631
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
4,787,631
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
4,968,125
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,968,125
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 4,787,631
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 295,396
b From 2019...... 111,587
c From 2020......  
d From 2021......  
e From 2022...... 53,505
f Total of lines 3a through e ........ 460,488
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,968,125
a Applied to 2022, but not more than line 2a 0
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..... 4,787,631
e Remaining amount distributed out of corpus 180,494
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 5 640,982
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 .......... 		0
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) ... 		295,396
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		345,586
10 Analysis of line 9:
a Excess from 2019.... 111,587
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 53,505
e Excess from 2023.... 180,494
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).)
ALBERT SIMON III
JUDITH SIMON
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:
ALBERT SIMON III
1755 LAKE COOK RD APT 314
HIGHLAND PARK,IL60035
(847) 835-9195
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN STATEMENT OF CHARITABLE PURPOSE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

A SILVER LINING FOUNDATION CHICAGOLAND CANCER INFO COALITION

134 N LASALLE STREET SUITE 2050
CHICAGO,IL606021013 		  PC EXEMPT PURPOSE OF ORGANIZATION 200,000

ALBANY PARK THEATER PROJECT

5100 N RIDGEWAY AVENUE
CHICAGO,IL606258600 		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC

180 N LA SALLE ST STE 3110
CHICAGO,IL60601 		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 WEST 36TH STREET SUITE 1100
NEW YORK,NY100189784 		  PC EXEMPT PURPOSE OF ORGANIZATION 140,000

ASPIRITECH NFP

1893 SHERIDAN ROAD SUITE 206
HIGHLAND PARK,IL600352637 		  PC EXEMPT PURPOSE OF ORGANIZATION 130,000

BEYOND SPORTS FOUNDATION

1350 OLD SKOKIE ROAD SUITE 205
HIGHLAND PARK,IL600353058 		  PC EXEMPT PURPOSE OF ORGANIZATION 90,000

CENTER FOR SCIENCE IN THE PUBLIC INTEREST

1250 I ST NW
WASHINGTON,DC200054053 		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

CHICAGO BOTANIC GARDEN

1000 LAKE COOK RD
GLENCOE,IL600221168 		  PC EXEMPT PURPOSE OF ORGANIZATION 90,000

CHICAGO PUBLIC MEDIA INC

848 E GRAND AVENUE
CHICAGO,IL606113509 		  PC EXEMPT PURPOSE OF ORGANIZATION 45,000

DENVER HEALTH FOUNDATION

777 BANNOCK ST C 0111
DENVER,CO80204 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

DONORSCHOOSE ORG

134 W 37TH STREET 11TH FLOOR
NEW YORK,NY100186911 		  PC EXEMPT PURPOSE OF ORGANIZATION 300,000

FRIENDS OF SKINNER WEST

222 S ABERDEEN ST
CHICAGO,IL60607 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PLACE
CHICAGO,IL606323920 		  PC EXEMPT PURPOSE OF ORGANIZATION 300,000

HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC

9603 WOODS DRIVE
SKOKIE,IL600771095 		  PC EXEMPT PURPOSE OF ORGANIZATION 150,000

HONEST GAME FOUNDATION

222 MERCHANDISE MART PLZ STE 1212
CHICAGO,IL60654 		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

ISRAEL CANCER RESEARCH FUND INC

52 VANDERBILT AVENUE SUITE 1510
NEW YORK,NY100173808 		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

JEWISH COMMUNITY CENTER OF GREATER ROCHESTER INC

1200 EDGEWOOD AVENUE
ROCHESTER,NY146185408 		  PC EXEMPT PURPOSE OF ORGANIZATION 45,000

JEWISH NATIONAL FUND INC

60 REVERE DR STE 725
NORTHBROOK,IL60062 		  PC EXEMPT PURPOSE OF ORGANIZATION 130,000

LAMBS FARM INC

14245 W ROCKLAND RD
LIBERTYVILLE,IL60048 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

LES TURNER AMYOTROPHIC LATERAL SCLEROSIS FOUNDATION

5550 W TOUHY AVENUE SUITE 302
SKOKIE,IL600773254 		  PC EXEMPT PURPOSE OF ORGANIZATION 30,000

LYRIC OPERA OF CHICAGO

20 N WACKER DRIVE SUITE 860
CHICAGO,IL606062899 		  PC EXEMPT PURPOSE OF ORGANIZATION 25,000

MAKE-A-WISH FOUNDATION OF ILLINOIS INC

200 W MONROE ST STE 1801
CHICAGO,IL60606 		  PC EXEMPT PURPOSE OF ORGANIZATION 70,000

MAYO CLINIC

200 FIRST ST SW
ROCHESTER,MN55905 		  PC EXEMPT PURPOSE OF ORGANIZATION 150,000

MEDECINS SANS FRONTIERES USA

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		  PC EXEMPT PURPOSE OF ORGANIZATION 60,000

MEMORIAL SLOAN KETTERING CANCER CENTER

1275 YORK AVENUE
NEW YORK,NY100656007 		  PC EXEMPT PURPOSE OF ORGANIZATION 125,000

MISERICORDIA HOME

6300 N RIDGE AVE
CHICAGO,IL606601017 		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

NORTHERN ILLINOIS FOOD BANK

273 DEARBORN COURT
GENEVA,IL601343587 		  PC EXEMPT PURPOSE OF ORGANIZATION 275,000

NORTHSHORE UNIVERSITY HEALTHSYSTEM

1033 UNIVERSITY PL STE 450
EVANSTON,IL602011613 		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

NORTHWESTERN UNIVERSITY

633 CLARK STREET
EVANSTON,IL602080001 		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

OLIVE TREE ARTS NETWORK NFP

641 W LAKE STREET SUITE 200
CHICAGO,IL606611308 		  PC EXEMPT PURPOSE OF ORGANIZATION 30,000

PADS LAKE COUNTY INC

1800 GRAND AVENUE
WAUKEGAN,IL600853582 		  PC EXEMPT PURPOSE OF ORGANIZATION 30,000

PLANNED PARENTHOOD OF ILLINOIS

18 S MICHIGAN AVE 6TH FLR
CHICAGO,IL606033200 		  PC EXEMPT PURPOSE OF ORGANIZATION 200,000

PROJECT LIFELINE

465 LAKESIDE TERRACE
GLENCOE,IL600221760 		  PC EXEMPT PURPOSE OF ORGANIZATION 15,000

PROVIDENCE ST MEL SCHOOL

119 S CENTRAL BOULEVARD
CHICAGO,IL606242941 		  PC EXEMPT PURPOSE OF ORGANIZATION 60,000

RAVINIA FESTIVAL ASSOCIATION

418 SHERIDAN ROAD
HIGHLAND PARK,IL600355031 		  PC EXEMPT PURPOSE OF ORGANIZATION 50,000

SCIENTISTS SOCIETY OF SW FLORIDA

2808 SW 45TH ST
CAPE CORAL,FL339146025 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

SCLERODERMA FOUNDATION

330 S WELLS ST
CHICAGO,IL60606 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

SPONDYLITIS ASSOCIATION OF AMERICA

16430 VENTURA BLVD STE 300
ENCINO,CA91436 		  PC EXEMPT PURPOSE OF ORGANIZATION 300,000

STORYCATCHERS THEATRE

544 W OAK STREET SUITE 1005
CHICAGO,IL606100000 		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

THE ARK

6450 N CALIFORNIA AVENUE
CHICAGO,IL606455209 		  PC EXEMPT PURPOSE OF ORGANIZATION 35,000

THE JACKSON CHANCE FOUNDATION

1953 N CLYBOURN AVENUE
CHICAGO,IL60614 		  PC EXEMPT PURPOSE OF ORGANIZATION 70,000

THE NIGHT MINISTRY

1735 N ASHLAND AVE STE 2000
CHICAGO,IL60622 		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

TIMELINE THEATRE COMPANY

615 W WELLINGTON AVENUE
CHICAGO,IL606575305 		  PC EXEMPT PURPOSE OF ORGANIZATION 270,000

UNIVERSITY OF ROCHESTER

500 JOSEPH C WILSON BLVD
ROCHESTER,NY14627 		  PC EXEMPT PURPOSE OF ORGANIZATION 10,000

WINDOW TO THE WORLD COMMUNICATIONS

5400 N ST LOUIS AVENUE
CHICAGO,IL606254623 		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000

WORKING IN THE SCHOOLS

150 N WACKER DR STE 1120
CHICAGO,IL60606 		  PC EXEMPT PURPOSE OF ORGANIZATION 40,000

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW
WASHINGTON,DC20001 		  PC EXEMPT PURPOSE OF ORGANIZATION 300,000

WRITERS THEATRE INC

325 TUDOR CT
GLENCOE,IL600221525 		  PC EXEMPT PURPOSE OF ORGANIZATION 40,000

YOUTH DEVELOPMENT CENTER OF AMERICA

PO BOX 1976
CALUMET CITY,IL604092019 		  PC EXEMPT PURPOSE OF ORGANIZATION 5,000

YWCA METROPOLITAN CHICAGO

1 N LA SALLE ST STE 1700
CHICAGO,IL606024039 		  PC EXEMPT PURPOSE OF ORGANIZATION 100,000
Total .................................right arrow 3a 4,860,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 232,334  
4 Dividends and interest from securities ....     14 798,341  
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 .....     14 315  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 5,278,511  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aIRS REFUND 		900099   01 20  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 6,309,521 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,309,521
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE SIMON FAMILY FOUNDATION
 
Employer identification number

36-4325958
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE SIMON FAMILY FOUNDATION
  		Employer identification number
36-4325958
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ALBERT SIMON III
1755 LAKE COOK RD APT 314
 
HIGHLAND PARK, IL60035

$ 562,835


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE SIMON FAMILY FOUNDATION
  		Employer identification number

36-4325958
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1 SH BERKSHIRE HATHAWAY CL A STOCK $ 562,835 2023-09-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE SIMON FAMILY FOUNDATION
  		Employer identification number

36-4325958
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE SIMON FAMILY FOUNDATION
EIN:
36-4325958
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 26,200 13,100   13,100

TY 2023 InvestmentsCorpStockSchedule
Name:
THE SIMON FAMILY FOUNDATION
EIN:
36-4325958
Name of Stock End of Year Book Value End of Year Fair Market Value
EDGEWOOD GROWTH FUND CL 709,210 815,625
ISHARES RUSSELL 1000 VALUE 361,652 534,584
ISHARES RUSSELL 1000 GROWTH 333,862 1,288,472
ISHARES RUSSELL MIDCAP VALUE 214,156 359,336
ISHARES RUSSELL MIDCAP GROWTH 356,648 553,638
JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND 554,984 691,064
VICTORY SYCAMORE SMALL COMPANY OPPOR FD 296,895 391,733
ARTISAN INTERNATIONAL VALUE FD 338,828 427,244
HARTFORD SCHRODERS INTL STOCK FUND 400,000 379,244
ISHARES TR CORE MSCI EAF ETF 412,280 479,435
MFS INTERNATIONAL NEW DISCOVERY FD 80,860 86,951
DELAWARE EMERGING MARKETS FD 254,221 240,860
VANGUARD FTSE EMERGING MARKETS ETF 223,960 226,050
BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K 203,085 186,349
ABBOTT LABS 7,908 15,850
ABBVIE INC SHS 40,759 69,582
AIR PRODUCTS&CHEM 35,610 55,308
AMGEN INC 10,368 10,657
AUTOMATIC DATA PROC 22,899 35,178
BROADCOM INC 31,616 99,346
CHEVRON CORP 45,467 54,294
CISCO SYSTEMS INC 18,331 29,807
CME GROUP INC 8,641 8,635
DELL TECHNOLOGIES INC 8,635 9,180
ELI LILLY & CO 14,370 74,031
EXXON MOBIL CORP 16,980 14,997
HOME DEPOT INC 17,710 46,438
ILLINOIS TOOL WORKS INC 13,861 28,813
LOCKHEED MARTIN CORP 20,501 38,525
MARSH & MCLENNAN COS INC 20,419 47,178
MCDONALDS CORP 37,093 56,633
MERCK AND CO INC SHS 49,575 72,062
MICROSOFT CORP 9,061 35,724
MONDELEZ INTERNATIONAL INC 52,798 69,315
NEXTERA ENERGY INC 24,293 42,457
PEPSICO INC 42,614 61,992
PHILLIPS 66 SHS 26,877 32,886
PNC PINCL SERVICES GROUP 50,336 49,862
PROCTER & GAMBLE CO 52,238 58,176
PROLOGIS INC 29,678 39,323
QUALCOMM INC 18,484 21,116
RTX CORP 17,796 15,145
SEMPRA 35,652 44,016
STARBUCKS CORP 33,230 45,989
TEXAS INSTRUMENTS 21,380 44,320
UNITED PARCEL SVC CL B 37,175 28,773
US BANCORP 50,759 48,517
CORNING INC 25,618 20,249
EVERSOURCE ENERGY COM 15,037 11,789
FASTENAL COMPANY 10,008 11,659
KEURIG DR PEPPER INC 36,374 33,020
KINDER MORGAN INC 14,027 13,989
PAYCHEX INC 11,599 24,418
REALTY INCM CRP MD 42,394 38,759
REGIONS FINL CORP 8,427 8,101
TRAVELERS COS INC 36,040 37,717
WEC ENERGY GROUP INC SHS 13,174 19,022
WILLIAMS COMPANIES DEL 36,021 37,268
EATON CORP PLC 26,897 52,980
JOHNSON CONTROLS INTER 8,805 7,320
NXP SEMICONDUCTORS NV 17,285 18,604
ABBEY CAPITAL FUTURES STRATEGY FUND CLASS I 117,931 114,778
ABBEY CAPITAL MULTI ASSET FUND CL I 68,860 67,122
AQR DIVERSIFIED ARBITRAGE FUND CL R6 176,834 206,791
BLACKROCK EVENT DRIVEN EQUITY FD CL INSTL 205,451 212,796
BLACKROCK GLOBAL EQUITY MRKT NITRAL FD CL CLASS K 63,363 67,585
BLACKROCK GLOBAL LONG SHRT CRED FD CL CLASS K 78,057 69,102
EATON VANCE GLB MACRO ABSLT RTRN ADV FC CL R6 137,581 137,190
GOTHAM ABSOLUTE RETURN FUND INSTL CLASS 51,142 69,665
GOTHAM INDEX PLUS FUND CL INSTL 34,419 35,979
JPMORGAN HEDGED EQUITY FUND CL R6 68,847 72,620
NEUBERGER BERMAN LONG SHORT FUND INSTL CL 193,884 214,094
PIMCO DYNAMIC BOND FUND INSTL CLASS 77,838 71,342
VICTORY MARKET NEUTRAL INCOME FUND CL I 34,429 34,786
AMERICAN INTL GROUP GLB 48,300 46,862
COMCAST CORP COMPANY GUARNT GLB 89,143 86,527
US BANCORP SUBORDINATED SER MTN 97,881 92,831
BB&T CORPORATION SER MTN 96,110 91,950
MERCK & CO INC GLB 48,574 45,961
VERIZON COMMUNICATIONS GLB 49,463 46,124
JPMORGAN CHASE & CO 101,290 92,543
UNITED TECHNOLOGIES CORP GLB 53,844 47,316
BP CAP MARKETS AMERICA COMPANY GUARNT GLB 97,694 92,684
HP ENTERPRISE CO GLB 53,188 46,784
MCDONALDS CORP SER MTN 53,516 46,205
GOLDMAN SACHS GROUP INC GLB 105,772 91,868
LOWES COS INC GLB 46,824 46,670
DUKE ENERGY CORP GLB 50,742 44,627
ABBOTT LABORATORIES GLB 105,886 92,723
AMGEN INC GLB 49,089 43,732
CAPITAL ONE FINANCIAL CO GLB 52,502 44,906
MORGAN STANLEY SUBORDINATED GLB 51,475 45,649
FISERV INC GLB 47,795 43,473
WELLS FARGO & COPANY SUBD SER GMTN GLB 51,389 47,989
APPLE INC GLB 48,681 46,109
ANTHEM INC GLB 46,400 45,525
WALT DISNEY COMPANY/THE COMPANY GUARNT GLB 43,571 43,516
ANHEUSER-BUSCH INBEV WOR COMPANY GUARNT GLB 48,392 47,442
UNITEDHEALTH GROUP INC GLB 49,847 48,943
HOME DEPOT INC GLB 96,716 98,467
BRISTOL-MYERS SQUIBB CO GLB 45,011 44,630
AMAZON.COM INC GLB 51,237 51,401
MEA PLATFORMS INC GLB 39,962 41,013
LOCKHEED MARTIN CORP GLB 41,428 42,913
UNION PACIFIC CORP GLB 41,448 43,533
HONEYWELL INTERNATIONAL GLB 53,565 58,517
THERMO FISHER SCIENTIFIC GLB 102,308 103,376
USD BANK NOVA SCOTIA 51,105 46,855
SHIRE SCQ INV IRELAND DA COMPANY GUARNT GLB 52,045 45,223
PFIZER INVESTMENT ENTER COMPANY GUARNT GLB 29,858 30,249
BOSTON SCIENTIFIC CORP 16,727 24,974
KLA CORP 1,532 7,557
LAM RESEARCH CORP COM 2,086 10,182
SCHWAB CHARLES CORP NEW 6,974 9,701
TE CONNECTIVITY LTD 5,357 8,430
ALLIANT ENERGY CORP 23,372 22,880
AMDOCS LIMITED 12,942 17,226
AVANTOR INC 10,290 8,105
BROADRIDGE FINL SOLUTIONS INC 10,770 18,518
CARMAX INC 11,238 9,209
CBOE GLOBAL MARKETS INC 6,358 10,714
CERIDIAN HOM HLDG INC 14,768 13,357
COOPER COS INC COM NEW 6,945 9,461
CORTEVA INC REG SHS 11,314 9,392
DOLLAR TREE INC 5,801 5,540
FERGUSON PLC REG SHS 10,177 13,322
FIDELITY NATL INFO SVCS 6,447 3,784
GLOBAL PMTS INC GEORGIA 9,685 10,160
GODADDY INC SHS CL A 13,738 20,170
HUNT J B TRANS SVCS INC 12,429 15,779
ILLUMINA INC 7,222 5,013
INGERSOLL RAND INC REG S 6,231 13,999
LAMAR ADVERTISING CO-A 8,580 11,903
LIBERTY MEDIA CORP REG 13,309 17,361
LPL FINANCIAL HOLDINGS SHS 3,821 13,657
MICROCHIP TECHNOLOGY INC 6,934 16,052
ON SEMICONDUCTOR CRP COM 4,798 21,300
REVVITY INC 16,551 17,052
SS AND C TECHNOLOGIES HOLDINGS INC 19,634 21,205
TELEDYNE TECH INC 14,067 16,066
TELEFLEX INC 18,615 17,703
VERALTO CORP 6,931 7,732
W R BERKLEY CORP 10,959 19,802
WABTEC 7,977 13,451
WATERS CORP 4,212 6,914
CATALENT INC SHS 10,318 9,705
DENTSPLY SIRONA INC 9,386 6,727
ICU MEDICAL INC 8,450 4,488
REGAL REXNORD CORP 3,163 6,809
SAREPTA THERAPEUTICS INC 5,793 4,629
WEX INC 16,890 17,899
COMPRESS PLC 8,664 8,325
FLEX LTD 10,203 23,363
GILDAN ACTIVEWEAR INC 7,418 8,232
NXP SEMICONDUCTORS NV 8,436 13,092
RB GLOBAL INC 4,739 8,696
RENTOKIL INTL SPNSRD ADR 5,752 5,264
RYANAIR HOLDINGS PLC SHS 6,832 11,202
SENSATA TECHNOLOGIES GLDG PLC REGISTE 10,682 8,153
STERIS PLC REG SHS 6,531 12,531
TFI INTERNATIONAL INC 9,264 11,014
NICE LTD ADR 7,756 13,766
ASPEN TECH INC 4,426 5,284
BIOHAVEN RESEARCH LTD REG SHS 330 1,327
BJS WHSL CLUB HLDGS INC 4,210 10,199
CASEYS GEN STORES INC 5,052 10,715
INSULET CORP 1,957 4,123
MONOLITHIC PWR SYSTEMS INC 2,250 11,354
PENUMBRA INC 5,612 9,810
PERFORMANCE FOOD GROUP CO SHS 3,588 4,149
XPO INC 2,927 6,131
ALBANY INTL CRP NEW CL A 3,134 4,125
ALLERGRO MICROSYSTEMS INC 6,199 6,720
AMERICAN EQUITY INVT 4,150 6,696
AZENTA INC 2,849 4,430
BALCHEM CORP 4,077 5,504
BLACKBAUD INC 1,764 2,081
BLOOM ENERGY CORP CL A 6,997 4,218
BWX TECHNOLOGIES INC 2,120 2,455
CACTUS INC 4,286 6,356
CALAVO GROWERS INC 4,232 1,382
CERTARA INC 8,181 5,435
CHAMPIONX 4,201 6,455
CRYOPORT INC SHS 3,124 1,348
DEFINITIVE HEALTHCARE CORP REG SH CL A 1,670 1,501
DUTCH BROS INC 2,206 1,964
ELEMENT SOLUTIONS INC 2,506 2,985
ENVESTNET INC 5,115 4,110
FORWARD AIR CORP 2,615 2,326
FOX FACTORY HLDG CORP 5,253 5,196
GROCERY OUTLET HLDG CORP 6,661 5,823
GXO LOGISTICS INC REG 5,779 7,278
H AND E EQUIP SVCS INC 5,475 7,638
HAMILTON LANE INC REG SH CL A 6,416 9,529
HAYWARD HLDGS INC 3,402 2,679
HEALTHEQUITY INC SHS 5,011 5,304
INARI MED INC 719 844
INSTALLED BUILDING PRODUCTS INC SHS 1,469 1,645
INTEGRA L HLDGS CORP NEW 8,418 5,792
INTEGRAL AD SCIENCE HLDG CORP REGISTE 3,193 2,849
INTRA-CELLULAR THERAPIES INC 3,626 5,013
IRDIUM COMMUNICATIONS INC 4,957 6,997
JAMF HLDG CORP 5,273 2,980
KLAVIYO INC REG SHS SERIES A CL A 3,566 3,222
LANTHEUS HLDGS INC 1,728 1,612
LATTICE SEMICNDTR CORP 2,151 7,865
LIVENT CORP 1,180 1,025
MATADOR RES CO 3,215 3,412
MCGRATH RENTCORP 2,431 2,871
MIRUM PHARMACEUTICALS INC REG SHS 696 679
MODEL N INC 5,927 4,470
MOOG INC CL A 2,556 3,330
NATIONAL VISION HLDGS INC 8,491 4,856
NCINO INC NEW 2,686 2,959
NLIGHT INC REG SHS 1,747 1,094
NMI HOLDINGS INC SHS 1,724 1,840
OMNICEL INC 5,076 2,032
OSI SYSTEM INC 2,173 3,742
PACIRA BIOSCIENCES INC 3,828 2,699
PAGERDUTY INC REG SHS 9,462 7,130
PAYCOR HCM INC REG SHS 8,114 6,067
PJT PARTNERS INC SHS 3,916 7,742
PROGYNY INC 3,996 7,287
QUALYS INC COM 2,122 4,907
RBC BEARINGS INC 7,490 13,390
SHIFT4 PMTS INC CL A 6,340 8,698
SHOALS TECHNOLOGIES GROUP INC REG CL A 7,036 4,025
SPROUT SOCIAL INC REG 8,343 8,847
SURGERY PARTNERS INC COM 4,148 7,678
TENNANT CO COM 4,731 5,839
TREX CO INC 6,031 13,246
TRUPANION INC SHS 2,896 2,258
ULTRAGENYX PHARMACEUTICAL INC SHS 4,004 2,295
VARONIS SYSTEMS INC SHS 5,992 9,599
VIAVI SOLUTIONS INC 3,054 2,447
WINGSTOP INC 3,357 10,263
XOMETRY INC 3,622 2,621
ICON PLC 6,643 12,455
MASONITE INTERNATIONAL 2,252 3,048
NOVANTA INC 1,956 2,358
WIX COM LTD 7,982 7,012
BRUKER CORP 6,292 10,361
BUILDERS FIRSTSOURCE INC 819 5,342
CHEMED CORP 5,012 5,848
CLEAN HARBORS INC 1,539 2,618
DECKERS OUTDOORS CORP 5,247 10,026
EMCOR GROUP INC 9,091 17,019
EVERTEC INC 3,790 3,726
HF SINCLAIR CORP 4,573 5,168
JABIL CIRCUIT INC 2,993 9,300
MEDPACE HLDGS INC 5,177 10,115
RALPH LAUREN CORP 1,538 1,730
UNITED THERAPEUTICS CORP 5,700 7,036
ACADEMY SPORTS AND OUTDOORS INC 4,838 7,128
ACUITY BRANDS INC 12,424 14,133
ADTALEM GLOBAL ED INC 4,775 6,543
ALPHA METALLURGICAL RES INC 7,070 12,201
AMN HEALTHCARE SVCS INC 4,511 2,995
AMPHASTAR PHARMA INC DEL 3,430 5,752
APPLE HOSPITALITY REIT INC SHS 7,541 8,820
APPLIED INDUSTRL TECH 3,205 6,562
ARMSTRONG WORLD INDS INC 4,200 5,113
ATKORE INC 5,031 8,480
ATLANTIC UN BANKSHARES 1,598 1,535
AUTONATION INC 3,349 4,205
AVENT CORPORATION 1,148 1,330
AVNET INC 2,530 3,024
BANCFIRST CORP 1,425 1,655
BANK OZK COM 14,413 17,889
BELDEN INC 2,829 2,704
BERKSHIRE HILLS BANCORP 1,839 1,862
BLOCK H&R INC 5,924 9,432
BOYD GAMING CORP 3,286 3,068
CADENCE BANK REG SHS 11,227 12,369
CARTER HOLDINGS INC 4,350 3,670
CHORD ENERGY CORP 10,034 12,800
CIRRUS LOGIC INC DEL 3,932 3,660
COMFORT SYSTEMS USA INC 10,780 16,042
COMMERCIAL METALS CO COM 10,600 13,261
CONCENTRIX CORP REG SHS WH 7,005 8,839
CRANE HOLDINGS CO REG SHS 1,741 3,072
CRANE HOLDINGS CO REG SHS 1,896 2,900
CROCS INC 3,561 3,550
CSG SYSTS INTL INC 4,053 4,842
DIODES INC 433 322
DONALDSON CO INC 5,766 6,143
DONNELLEY FINL SOLUTIONS 1,145 1,933
EVERCORE INC 6,144 9,066
EXELIXIS INC 3,517 4,246
EXLSERVICE HLDGS INC 6,688 7,435
F N B CORP 3,917 4,517
FEDERATED INVESTIRS B 4,990 5,282
FIRST COMMONWEALTH FINANCIAL CORP 2,090 2,733
FIRST FINANCIAL BANCORP SHS 3,018 3,230
FIRST FINCL CORP INDIANA 461 473
FTI CONSULTING INC 2,440 3,386
FULTON FINL CORP PA 3,081 3,490
GLOBUS MED INC 2,505 2,238
GRAPHIC PACKAGING HLDG C 3,812 4,684
HANCOCK WHITNEY CORP 6,842 6,220
HANOVER INS GROUP INC 7,094 7,407
HELEN OF TROY LTD 1,813 1,812
HUB GROUP INC CL A 2,076 2,299
HUNTSMAN CORP 2,126 1,407
INSIGHT ENTERPRISES INC 3,050 5,316
INSTALLED BUILDING PRODUCTS INC SHS 5,557 8,775
INTEGER HLDGS CORP 6,304 6,837
INTEGRA L HLDGS CORP NEW 3,455 2,569
INTERDIGITAL INC 3,386 3,799
KFORCE INC 1,060 1,216
KONITOOR BRANDS INC REG SHS 4,058 4,432
LAKELAND FINCL CORP IND 1,944 1,824
LANDSTAR SYS INC 4,800 6,003
MASTERBRAND INC REG SHS WHEN-ISSU 2,154 2,777
MERIT MEDICAL SYS INC 5,684 6,229
MERITAGE HOMES CORP 5,236 9,058
MUELLER INDUSTRIES INC 5,491 8,581
MURPHY USA INC SHS 5,211 10,697
NBT BANCORP INC 1,991 2,431
NEXSTAR MEDIA GROUP INC GROUP INC 6,668 6,897
OPTION CARE HEALTH INC 4,837 5,593
OTTER TAIL CORP 3,367 4,503
OXFORD INDUSTRIES 680 600
PERDOCEO EDUCATION CORP REG 933 948
PIEDMONT OFFICE REALTY TR INC SHS 3,272 1,514
PRIMERICA INC COM 1,522 1,852
PRIMORIS SERVICES CORP 1,251 1,395
PROGRESS SOFTWARE CORP 3,232 4,724
RENT-A-CENTER INC 1,490 1,461
RYDER SYSTEM INC 4,714 5,293
SANMINA CORP 3,132 3,853
SCIENCE APPLICATIONS INTL CORP 6,039 7,584
SIGNET JEWELERS LTD SHS 5,027 7,079
SIMPLY GOOD FOODS CO/THE 5,140 5,861
SONOCO PRODUCTS CO 7,649 7,487
STERLING INFRA INC 4,030 4,836
STEWART INFO SVC CRP 1,293 1,821
STIFEL FINANCIAL CORP 7,295 8,367
STRIDE INC REG SHS 3,191 5,106
TAYLOR MORRISON HOME CORP CL A 10,963 12,697
TEEKAY TANKERS LTD REG 2,500 2,449
TERADATA CORP DEL 2,096 1,914
TOPBUILD CORP SHS 3,561 5,988
TRINET GROUP INC CALIF 4,514 6,065
VONTIER CORP 6,443 7,221
WINTRUST FINL CP ILL COM 7,174 8,811
ZIFF DAVIS INC 4,836 4,300
ZIONS BANCORP NA 7,977 11,538
1ST FINANCIAL BCSHS INC 3,591 3,515
MASONITE INTERNATIONAL CORPORATION 2,226 1,778
ABBVIE INC 207,716 267,478
BROADCOM INC 198,899 319,248
CENCORA INC 241,440 268,432
CHARLES SCHWAB CORP 237,800 285,520
CHEVRON CORP 134,587 124,250
CISCO SYSTEMS INC 120,278 121,450
ELECANCE HEALTH INC 251,407 248,512
EXXON MOBIL CORP 227,170 228,454
FEDEX CORP 194,950 254,994
JOHNSON CONTROLS INTER F 260,529 278,920
LOWES COMPANIES INC 232,061 276,407
MCDONALDS CORP 238,676 273,679
NEXTERA ENERGY INC 281,522 246,969
ORACLE CORP 256,006 246,706
PROCTER & GAMBLE 110,416 114,448
T-MOBILE US INC 232,931 274,645
TARGET CORP 293,820 272,165
WALMART INC 126,198 133,214
WELLS FARGO & CO 262,258 300,193
ABBOTT LABORATORIES 126,810 130,873
ABBVIE INC 97,659 100,266
ACCENTURE PLC 61,940 81,762
BLACKROCK INC 76,131 93,357
BROADCOM INC 79,541 127,253
COLGATE-PALMOLIVE CO 69,830 75,485
COMCAST CORP 87,291 93,401
COSTCO WHOLESALE CO 143,045 191,423
DIAGEO PLC 75,087 59,575
ELEVANCE HEALTH INC 141,736 141,940
HOME DEPOT INC 76,482 93,569
HONEYWELL INTL INC 84,280 95,418
JOHNSON & JOHNSON 169,130 154,859
KLA CORP 38,962 57,549
LILLY ELI & CO 94,557 139,318
LINDE PLC 83,320 102,678
LOCKHEED MARTIN CORP 65,204 67,080
MCDONALDS CORP 114,378 128,685
MERCK & CO INC 93,241 128,317
MICROSOFT CORP 184,992 247,058
NEXTERA ENERGY INC 201,352 178,636
NIKE INC 119,780 122,467
PEPSICO INC 154,547 150,139
PROCTER & GAMBLE 115,544 112,689
QUALCOMM INC 78,693 92,274
RTX CORP 92,987 93,143
STARBUCKS CORP 81,935 75,464
TARGET CORP 86,349 66,937
TJX COMPANIES INC 91,194 105,724
UNION PACIFIC CORP 98,159 118,880
UNITEDHEALTH GRP INC 65,673 66,862
VISA INC 149,286 170,009
WALMART INC 96,747 101,684
ABBOTT LABORATORIES 102,373 186,238
ABBVIE INC 35,065 64,777
ACCENTURE PLC 42,056 68,427
APPLE INC 30,705 210,435
AREA MANAGEMENT CORP 67,420 96,801
ASTRAZENICA PLC 160,480 205,418
BLACKSTONE INC 84,943 278,991
BROADCOM INC 60,096 73,673
BROADRIDGE FINL SOLU 72,803 116,249
BROOKFIELD ASSET MANAGE 10,275 15,827
BROOKFIELD CORP 0 63,269
BROOKFIELD INFRASTRUCT 113,625 95,291
BROOKFIELD RENEW COR 215,512 168,422
CARDINAL HEALTH INC 60,347 62,798
CHARLES SCHWAB CORP 94,115 119,024
CME GROUP INC 146,335 181,958
COMCAST CORP 62,808 73,887
DELL TECHNOLOGIES INC 37,095 37,868
DICKS SPORTING GOODS 59,715 107,420
ELEVANCE HEALTH INC 101,485 220,690
FTAI FIN HOLDCO LTD 79,109 102,544
GOLDMAN SACHS GROUP 34,252 47,835
HOME DEPOT INC 29,854 59,260
IBM CORP 63,634 75,724
JPMORGAN CHASE & CO 40,955 117,539
LILLY ELI & CO 105,167 229,088
L3HARRIS TECHNOLOGIES INC 189,006 175,868
MERCK & CO INC 53,343 85,036
MICROCHIP TECHNOLOGY 78,898 143,927
MICROSOFT CORP 34,434 268,493
MORGAN STANLEY 43,617 44,574
NEXTERA ENERGY INC 127,274 99,371
ONEOK INC 126,030 170,143
PARKER-HANNIFIN CORP 79,827 105,040
ROBERT HALF INTL 46,133 60,313
TEXAS INSTRUMENTS 75,676 110,458
TJX COMPANIES INC 33,880 40,714
VICI PROPERTIES INC 143,601 208,973
XCEL ENERGY INC 35,462 31,326
ADOBE INC 4,179 28,040
ADVANCED MICRO DEVICE IN 34,329 66,777
AMAZON.COM INC 35,372 114,715
AMPHENOL CORP 32,768 53,629
ARES MANAGEMENT CORP 43,315 58,271
ASML HOLDING N V 26,971 31,034
ASTRAZENICA PLC 41,985 44,047
BIO-TECHNE CORP 17,396 16,126
BLACKSTONE INC 25,540 61,271
BROWN & BROWN INC 48,612 69,474
CHARLES SCHWAB CORP 36,441 33,850
CHIPOTLE MEXICAN GRL 45,473 82,331
CINTAS CORP 21,839 66,895
COSTAR GROUP INC 30,411 48,239
DANAHER CORP 18,382 35,395
E L F BEAUTY INC 18,237 25,548
EDWARDS LIFESCIENCES 9,977 33,626
ENTEGRIS INC 75,953 74,648
FTAI FIN HOLDCO LTD 33,191 37,027
GARTNER INC 41,443 55,487
GLOBANT SA 64,178 78,057
HOWMET AEROSPACE INC 47,917 53,687
ICON PLC 57,948 77,561
IDEXX LABS INC 7,714 57,725
INTUIT INC 47,751 63,753
INTUITIVE SURGICAL 17,011 82,316
KINSALE CAPITAL GROUP IN 21,554 29,137
LILLY ELI & CO 54,947 124,745
LIVE NATION ENTRTMNT 41,577 43,711
MARTIN MARIETTA MATERIAL 41,317 94,294
MASTERCARD INC 42,077 124,967
MERCADOLIBRE INC 58,231 72,291
META PLATFORMS INC 49,572 76,101
MICROCHIP TECHNOLOGY 22,600 23,357
MICROSOFT CORP 19,569 66,935
MONOLITHIC POWER SYS 30,166 49,201
NVIDIA CORP 45,701 91,616
PALO ALTO NETWORKS 104,526 198,159
PAYLOCITY HLDG CORP 19,788 16,815
ROPER TECHNOLOGIES 47,146 78,504
S&P GLOBAL INC 32,705 111,011
SERVICE NOW INC 20,054 23,314
SHERWIN WILLIAMS CO 33,842 88,580
TRANSDIGM GROUP INC 56,931 83,963
UNITED RENTALS INC 16,402 24,084
WORKDAY INC 73,636 91,652
ZOETIS INC 32,906 57,435
ABBOTT LABORATORIES 257,654 337,805
APPLE INC 281,860 561,032
BANK OF AMERICA CORP 171,479 195,892
BECTON DICKINSON&CO 185,934 184,092
BROADCOM INC 277,794 910,860
CANADIAN NATL RAILWY 119,765 136,937
CARDINAL HEALTH INC 254,214 374,069
CONOCOPHILLIPS 74,142 182,810
HOME DEPOT INC 192,435 277,933
INTEL CORP 187,753 218,638
JPMORGAN CHASE & CO 170,368 253,619
LILLY ELI & CO 196,886 567,181
LINDE PLC 57,606 92,820
LYONDELLBASELL INDS 220,935 210,983
MCDONALDS CORP 173,538 249,958
MICROSOFT CORP 361,596 762,609
MORGAN STANLEY 210,233 204,497
NVIDIA CORP 210,269 224,335
ORACLE CORP 218,566 271,588
PEPSICO INC 305,344 373,308
PROCTER & GAMBLE 245,765 293,813
S&P GLOBAL INC 240,260 312,329
SCHLUMBERGER LTD 152,650 188,749
UNION PACIFIC CORP 173,892 246,602
UNITEDHEALTH GRP INC 259,436 314,303
VISA INC 273,688 374,904
WASTE MANAGEMENT INC 203,483 303,575
ENERGY SELECT SECTOR 320,636 373,759
VANGUARD REAL ESTATE 290,361 324,723
VANGUARD UTILITIES ETF 268,091 263,997
BERKSHIRE HATHWAY, INC. CL A 10,641,908 48,293,628
BERKSHIRE HATHWAY, INC. CL B 905,475 891,650
JP MORGAN CHASE & CO 562,130 595,350

TY 2023 InvestmentsGovtObligationsSch
Name:
THE SIMON FAMILY FOUNDATION
EIN:
36-4325958
US Government Securities - End of Year Book Value:

5,654,227
US Government Securities - End of Year Fair Market Value:

5,706,290
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE SIMON FAMILY FOUNDATION
EIN:
36-4325958
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PROLOGIS INC REIT AT COST 241,640 295,126
AMERN TOWER CORP AT COST 91,296 150,468
EQUINIX INC AT COST 142,615 152,219
IRON MTN INC NEW AT COST 81,201 102,591
PROLOGIS INC AT COST 117,000 129,034
PROLOGIS INC REIT AT COST 84,803 84,379
BERKSHIRE HATHAWAY INC OPTIONS AT COST 16,895 7,412
TRIGRAN INVESTMENTS, L.P. II AT COST 6,906,463 7,532,756

TY 2023 OtherDecreasesSchedule
Name:
THE SIMON FAMILY FOUNDATION
EIN:
36-4325958
Description Amount
BUILT-IN GAIN FROM CONTRIBUTED STOCK 443,263


TY 2023 OtherExpensesSchedule
Name:
THE SIMON FAMILY FOUNDATION
EIN:
36-4325958
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE EXPENSE 9,719 9,719   0
ANNUAL FEES 15 0   15
FILING FEES 10 0   10
PORTFOLIO DEDUCTION - K-1 113,523 113,523   0


TY 2023 OtherIncomeSchedule2
Name:
THE SIMON FAMILY FOUNDATION
EIN:
36-4325958
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PORTFOLIO INCOME - FROM K-1 303 303 303
BANK OF AMERICA - 5646 12 12 12
IRS REFUND 20   20


TY 2023 OtherIncreasesSchedule
Name:
THE SIMON FAMILY FOUNDATION
EIN:
36-4325958
Description Amount
TIMING DIFFERENCES 81,969


TY 2023 OtherProfessionalFeesSchedule
Name:
THE SIMON FAMILY FOUNDATION
EIN:
36-4325958
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 281,929 281,929   0


TY 2023 TaxesSchedule
Name:
THE SIMON FAMILY FOUNDATION
EIN:
36-4325958
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID - K-1 520 520   0
FOREIGN TAXES PAID 5,352 5,352   0