2024-05-03T15:46:21-05:00 2023-06-30 953288054 WRIGHT FORD YOUNG & CO 16140 SAND CANYON AVENUE IRVINE CA 92618 990PF 2022-07-01 272399226 RONALD M SIMON FAMILY FOUNDATION RONA 9493733500 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 KATHY SIMON ABELS VICE-CHAIR 9493733500 2024-04-29 1 KATHY SIMON ABELS 999009999 1 RYAN WORKING CPA P00892285 9499102727 2024-04-29 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 7639915 X 8405838 149801 149801 149801 27859 27859 27859 97 18934 97 0 8583595 177757 177660 688341 0 0 688341 2512078 0 0 2512078 27074 0 0 27074 2866 0 0 2866 22680 0 0 22680 5294 1046 0 4248 3928 0 0 22767 0 0 22767 6103 0 0 6103 1778522 4062 4062 1774461 5069653 5108 4062 5060618 2029720 1849170 7099373 5108 4062 6909788 1484222 172649 173598 2107977 3126866 3126866 8294 175 8294 8294 251896 264671 264671 240792 2013020 2013020 2210113 2219932 2219932 28884 23243 9122 5641 5641 1491 1491 1491 4821566 7639915 7639915 100221 2149782 285814 247661 285814 2497664 X 4535752 5142251 4535752 5142251 4821566 7639915 4535752 1484222 81511 6101485 959234 5142251 ISHARES S&P GLOBAL CLEAN ENERGY ETF P 2023-06-07 2023-06-09 18934 18837 97 97 97 0 2400 0 2400 0 2400 611 0 3800 0 4411 0 2011 2011 0 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 1 1 1 0 0 1 WWW.SIMONSCHOLARS.ORG KATHY SIMON ABELS 9493733500 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 KATHY SIMON ABELS 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 VICE-CHAIR 40.00 325000 28016 11478 GARY SINGER ESQ 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 CHAIRMAN 0.00 0 0 0 BENJAMIN DRUTMAN 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 PRESIDENT 40.00 285577 24670 13600 RANDY THOMPSON 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 TREASURER 0.00 0 0 0 RONALD M SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 FOUNDING CHAIRMAN 0.00 0 0 0 ALEX CALEBRESE 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR 0.00 0 0 0 GILBERT LEVASSEUR JR 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR 0.00 0 0 0 JAMES B FREEDMAN 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR 0.00 0 0 0 JIM DOTI 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR 0.00 0 0 0 STEVEN H SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR 0.00 0 0 0 SANDI SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR 0.00 0 0 0 JAMES V MAZZO 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR 0.00 0 0 0 ANDRES ROBLES JR 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 EXECUTIVE DIRECTOR 40.00 133269 2701 2000 ERIKA LIMA ENZ 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR OF PROGRAM 40.00 109250 6685 2765 EMILY HUDSON 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 EXECUTIVE ASSISTANT 40.00 93462 1309 3592 YESENIA CAPELLINO LOPEZ 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 ASSISTANT DIRECTOR, 40.00 77846 16379 3592 VERONICA CASAS HERNANDEZ 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 MANAGER OF EXPERIENC 40.00 79423 0 4188 0 NONE 0 THE SIMON SCHOLARSHIP PROGRAM FACILITATES STUDENTS WITH DIFFICULT LIFE AND ECONOMIC CIRCUMSTANCES IN THEIR QUESTS TO ACHIEVE THE AMERICAN DREAM THROUGH A COLLEGE EDUCATION. SCHOLARSHIPS ARE PROVIDED FOR TUITION, EXPENSES AND LIFE-SKILLS DEVELOPMENT. 6909788 0 3341929 2617423 0 5959352 0 0 5959352 89390 5869962 293498 X 6909788 0 6909788 2011-02-22 X 173598 30831 16497 17648 238574 147558 26206 14022 15001 202788 6909788 4923433 4151494 4168618 20153333 6418 6500 15000 15000 42918 6903370 4916933 4136494 4153618 20110415 0 0 195665 151014 136751 120544 603974 0 0 0 0 KATHY S ABELS PHD 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 9493733500 KABELS@SIMONFOUNDATION.NET PLEASE REFER TO WWW.SIMONSCHOLARS.ORG FOR DETAILS. PLEASE REFER TO WWW.SIMONSCHOLARS.ORG FOR DETAILS. PLEASE REFER TO WWW.SIMONSCHOLARS.ORG FOR DETAILS. SCHOLARSHIPS TO HIGH SCHOOL STUDENT C/O 901 CALLE AMANECER STE 150 SAN CLEMENTE CA 92673 N/A TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 86487 SCHOLARSHIPS TO UNIVERSITY STUDENTS C/O 901 CALLE AMANECER STE 150 SAN CLEMENTE CA 92673 N/A TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 1506353 COMMUNITY SERVICE PROJECT HOPE ALLIANCE 1954 PLACENTIA AVENUE NO 202 COSTA MESA CA 92627 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 6418 SIMON BUILDERS PROGRAM 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 NONE PC/POF TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 9990 NORTH ORANGE COUNTY ROP GRANTS 385 N MULLER ST ANAHEIM CA 92801 NONE 501(C)(3) EXEMPT ORG GENERAL OPERATING EXPENSES 9098 PACIFIC SYMPHONY 17620 FITCH 100 IRVINE CA 92614 NONE 501(C)(3) EXEMPT ORG GENERAL OPERATING EXPENSES 200000 CHOC FOUNDATION 1201 WEST LA VETA AVENUE ORANGE CA 92868 NONE 501(C)(3) EXEMPT ORG GENERAL OPERATING EXPENSES 26544 CHARITABLE VENTURES OF ORANCE COUNTY 1505 E 17TH STREET 101 SANTA ANA CA 92705 NONE 501(C)(3) EXEMPT ORG GENERAL OPERATING EXPENSES 2500 ORANGEWOOD FOUNDATION 1575 E 17TH STREET SANTA ANA CA 92705 NONE 501(C)(3) EXEMPT ORG GENERAL OPERATING EXPENSES 1780 1849170 PRESENT VALUE ADJUSTMENT - GRANTS PAYABLE 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 NONE TO BE DETERMINED GENERAL OPERATING EXPENSES 180550 180550 14 149801 14 27859 18 97 0 177757 0 177757 0 0 0 0 0 0 0 0 0 0 X X 1 SIMON FOUNDATION FOR EDUCATION AND HOUSING 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 6200000 X 2 ORANGE COUNTY COMMUNITY FOUNDATION 19200 VON KARMAN AVE SUITE 700 IRVINE CA 92612 550000 X 3 SUN FAMILY FOUNDATION 17600 NEWHOPE STREET FOUNTAIN VALLEY CA 92708 1205000 X 4 RSI HOLDING LLC 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 450838 X 4 OFFICE SPACE AND RELATED EXPENSES 450838 ACCOUNTING FEES 22680 0 0 22680 SOFA 2017-08-23 1086 749 SL 7.000000000000 155 0 155 TV FOR NEW OFFICE IN SAN MARCOS 2018-09-26 977 732 SL 5.000000000000 195 0 195 MICROWAVE FOR NB OFFICE 2018-10-30 204 150 SL 5.000000000000 41 0 41 AMAZON - APPLE TV AND NETGEAR 2018-10-30 322 235 SL 5.000000000000 64 0 64 APPLIANCES FOR NB KITCHEN 2018-10-30 218 161 SL 5.000000000000 44 0 44 XEROX WORK CENTRE FOR SD OFFICE 2018-12-04 464 333 SL 5.000000000000 93 0 93 NEW REFRIGERATOR FOR OFFICE PLUS 2018-12-04 1521 1089 SL 5.000000000000 304 0 304 FURNITURE FOR SD OFFICE 2018-12-24 1862 1302 SL 5.000000000000 372 0 372 FURNITURE AND FILING CABINETS FOR NB 2019-01-23 1763 1206 SL 5.000000000000 353 0 353 TABLES FOR NEWPORT OFFICE 2019-01-29 1812 1237 SL 5.000000000000 362 0 362 TABLE FOR NEWPORT OFFICE 2019-03-20 1890 851 SL 5.000000000000 378 0 378 TANGRAM OFFICE CUBICLES 2021-10-31 7837 1045 SL 5.000000000000 1567 0 1567 MERRILL LYNCH #2130 278939 278939 BANK OF AMERICA #1030 1734081 1734081 MERRILL LYNCH #2139 AT COST 2219932 2219932 SOFA 1086 904 182 TV FOR NEW OFFICE IN SAN MARCOS 977 927 50 MICROWAVE FOR NB OFFICE 204 191 13 AMAZON - APPLE TV AND NETGEAR 322 299 23 APPLIANCES FOR NB KITCHEN 218 205 13 XEROX WORK CENTRE FOR SD OFFICE 464 426 38 NEW REFRIGERATOR FOR OFFICE PLUS 1521 1393 128 FURNITURE FOR SD OFFICE 1862 1674 188 FURNITURE AND FILING CABINETS FOR NB 1763 1559 204 TABLES FOR NEWPORT OFFICE 1812 1599 213 TABLE FOR NEWPORT OFFICE 1890 1229 661 TANGRAM OFFICE CUBICLES 7837 2612 5225 LEGAL FEES 2866 0 0 2866 DEPOSIT 1491 1491 1491 ADJUSTMENT FOR MERGER WITH RMSF 959234 BANK FEES 8123 4062 4062 4062 DUES AND SUBSCRIPTIONS 12224 0 0 12224 INSURANCE 32656 0 0 32656 LICENSES AND FEES 288272 0 0 288272 MARKETING 24415 0 0 24415 MEALS AND ENTERTAINMENT 11846 0 0 11846 MISCELLANEOUS EXPENSES 49983 0 0 49983 OFFICE SUPPLIES 14805 0 0 14805 POSTAGE 520 0 0 520 EQUIPMENT RENTS 2241 0 0 2241 SCHOLARSHIP ACADEMIC PROGRAMS 16778 0 0 16778 SCHOLARSHIP COMPUTERS 208562 0 0 208562 SCHOLARSHIP EVENTS 575549 0 0 575549 TELEPHONE 13132 0 0 13132 TRAINING AND DEVELOPMENT 37352 0 0 37352 RECRUITING AND ONBOARDING 23466 0 0 23466 FACILITIES EXPENSE 450838 0 0 450838 AFFORDABLE RESIDENTIAL PROJECT 7210 0 0 7210 ECONOMICS OF LIFE 550 0 0 550 BOOK/TAX DEPRECIATION DIFFERENCE 447 BOOK VALUE TO FMV ADJUSTMENT 81064 ACCRUED VACATION 69783 104685 ACCRUED PAYROLL 99698 130533 CREDIT CARD PAYROLL 34150 0 OTHER ACCRUED LIABILITIES 82183 12443 OTHER PROFESSIONAL FEES 250 0 0 250 CONTRACT SERVICES 3998 0 0 3998 INVESTMENT FEES 1046 1046 0 0 SIMON FOUNDATION FOR EDUCATION AND HOUSING 620 NEWPORT CENTER DRIVE 12TH FL NEWPORT BEACH CA 92660 ORANGE COUNTY COMMUNITY FOUNDATION 19200 VON KARMAN AVE SUITE 700 IRVINE CA 92612 SUN FAMILY FOUNDATION 17600 NEWHOPE STREET FOUNTAIN VALLEY CA 92708