2025-10-27T14:10:51-07:00 2024-12-31 562386438 Roberts Group CPAs 1660 E River Rd Ste 100 Tucson AZ 85718 990PF 2024-01-01 844067402 Sim Einstein Research Foundation Inc SHAR 5204049291 5650 E Paseo Del Fuente Tucson AZ 85750 Steven P Sim President 2025-10-27 true true D Jack Roberts CPA P00262029 5208817211 2024 2025-03-06 01:10:19Z X 1067483 X X 11031 11031 11031 58063 58063 58063 32143 483058 32143 30263 101237 101237 99357 6373 3155 334 110 9972 0 0 70500 70500 80472 0 70500 20765 101237 99357 530 53228 53228 741757 9 9 214334 567098 607120 20893 371144 398808 1515 8318 8318 979029 999797 1067483 0 X 979029 999797 979029 999797 979029 999797 979029 20765 3 999797 999797 2100 PIMCO DYNAMIC INCOM STR (PDX) P 2023-11-20 2024-01-03 42777 42227 550 550 260000 US TREAS NT 2.5% P 2022-07-07 2024-04-30 260000 257433 2567 2567 4900 HERCULES CAPITAL INC (HTGC) P 2023-12-01 2024-07-05 104243 75014 29229 29229 111.8460 PIMCO INCOME INSTL (PIMIX) P 2024-01-01 2024-10-30 1183 1321 -138 -138 1731.3950 PIMCO INCOME INSTL (PIMIX) P 2023-01-01 2024-10-30 18318 20460 -2142 -2142 1 TRINITY CAPI 7.875% (TRINZ) P 2024-07-15 2024-11-11 25 25 2 CARLYLE SECD LEN 8.2% (CGBDL) P 2024-07-03 2024-11-12 52 51 1 1 29 GLADSTONE CAP 7.75% (GLADZ) P 2024-07-25 2024-11-12 745 737 8 8 3 CARLYLE SECD LEN 8.2% (CGBDL) P 2024-07-03 2024-11-13 78 76 2 2 1 GLADSTONE CAP 7.75% (GLADZ) P 2024-07-25 2024-11-13 26 25 1 1 400 TRINITY CAPI 7.875% (TRINZ) P 2024-07-15 2024-11-13 10184 10120 64 64 100 CARLYLE SECD LEN 8.2% (CGBDL) P 2024-07-03 2024-11-14 2587 2543 44 44 101 CARLYLE SECD LEN 8.2% (CGBDL) P 2024-07-03 2024-11-14 2620 2569 51 51 399 GLADSTONE CAP 7.75% (GLADZ) P 2024-07-25 2024-11-14 10242 10135 107 107 69 TRINITY CAPI 7.875% (TRINZ) P 2024-07-15 2024-12-06 1758 1746 12 12 300 TRINITY CAPI 7.875% (TRINZ) P 2024-07-15 2024-12-10 7644 7578 66 66 330 TRINITY CAPI 7.875% (TRINZ) P 2024-07-15 2024-12-10 8408 8349 59 59 194 CARLYLE SECD LEN 8.2% (CGBDL) P 2024-07-03 2024-12-11 5032 4935 97 97 219 CARLYLE SECD LEN 8.2% (CGBDL) P 2024-07-03 2024-12-11 5681 5571 110 110 Capital Gain Dividends 1455 32143 30263 1407 1407 1407 700 700 X 16 723 0 false false false false false false false true true AZ false false false false false true N/A Steven P Sim 5204049291 5650 E Paseo Del Fuente Tucson AZ 857501042 false false false false false false false false false false false false false false false false false false false false false false Steven P Sim 5650 E Paseo Del Fuente Tucson AZ 85750 President 20.00 0 Marilyn B Einstein 5650 E Paseo Del Fuente Tucson AZ 85750 Director 5.00 0 NONE NONE 715134 317201 0 1032335 0 1032335 15485 1016850 50843 50843 1407 1407 49436 49436 49436 70500 70500 49436 1246 1438 2684 70500 0 49436 21064 23748 0 23748 1246 1438 21064 Steven P Sim Marilyn B Einstein Steven P Sim 5650 E Paseo Del Fuente Tucson AZ 85750 5204049291 serfi@sharedresearch.org CONTACT FOUNDATION FOR CURRENT GRANT APPLICATION. NONE THE FOUNDATION WILL MAKE GRANTS TO SECTION 501(C)(3) ORGANIZATIONS TO FUND, WITHOUT LIMITATION, RESEARCH, EDUCATIONAL AND RELATED ACTIVITIES PRIMARILY IN THE FIELDS OF HEALTH AND JEWISH PHILANTHROPY. THERE ARE NO SPECIFIC DOLLAR OR GEOGRAPHIC LIMITATIONS. CLL SOCIETY INC 1454 MELROSE AVE STE 1-247 CHULA VISTA CA 91911 NONE PC GRANT AIMS TO EXPAND ITS RESEARCH PROGRAM TO INCLUDE NEW FUNDING OPPORTUNITIES FOR SCIENTISTS WHO ARE SPECIFICALLY INTERESTED IN RESEARCHING HOW INTEGRATIVE MEDICINE APPROACHES MIGHT IMPROVE THE LIVES OF THOSE LIVING WITH CHRONIC LYMPHOCYTIC LEUKEMIA (CLL) AND SMALL LYMPHOCYTIC LUMPHOMA (SLL). 10500 PHILADELPHIA COLLEGE OF OSTEOPATHIC 4170 CITY AVENUE PHILADELPHIA PA 19131 NONE PC THE GRANT IS FOR SUPPORT OF AN INVESTIGATION OF THE PATHOBIOME IN ALZHEIMERS DISEASE. 20000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 NONE PC RESEARCH ON ALZHEIMERS AND OTHER BRAIN DISEASES. 20000 EYE AND EAR FOUNDATION 2023 LOTHROP ST PITTSBURGH PA 15213 NONE PC RESEARCH ON ALZHEIMERS AND OTHER BRAIN DISEASES. 20000 70500 11031 58063 32143 101237 101237 false false false false false false false false false false ROBERTS GROUP CPAS 3155 0 0 0 NEITHER THE ARIZONA ATTORNEY GENERAL NOR THE ARIZONA SECRETARY OF STATE REQUIRE SUCH FILINGS. MUT FUND PIMCO DYNAMIC INC CF (PDI) 6 6 MUT FUND PIMCO DYNAMIC INC OPP (PDO) 2 2 MUT FUND PIMCO INCOME STRATEGY II (PFN) 360 368 MUT FUND HERCULES CAPITAL (HTGC) MUT FUND PIMCO DYNAMIC INCOME STR (PDX) 96761 124980 MUT FUND ARES CAP (ARCC) 48872 52536 MUT FUND BLUE OWL (OBDE) 10157 10094 MUT FUND CARLYLE SECD (CGBD) 13920 14344 MUT FUND FIDUS INVT (FDUS) 87607 92488 MUT FUND GLADSTONE CAP 7.75% (GLADZ) 19631 19637 MUT FUND GLADSTONE INVE 4.875% (GAINZ) 36025 36303 MUT FUND GLADSTON INVT CORP (GAIN) 1404 1325 MUT FUND GOLUB CAP BDC (GBDC) 72765 69736 MUT FUND MORGAN STANLEY DIRECT (MSDL) 162186 167346 MUT FUND TRINITY CAPITAL 7.875% (TRINI) 17402 17955 SPDR S&P 500 ETF (SPY) AT COST 206884 234432 CARLYLE SECD LEN 8.5% (CGBDL) AT COST 53032 53232 TRINITY CAPI 7.785% (TRINZ) AT COST 111228 111144 GADARIAN AND CACY 63 0 0 0 OTHER 181 0 0 0 PLATTNER, SCHNEIDMAN AND SCHNEIDER 6129 0 0 0 DUE FROM CHARLES SCHWAB 1514 8318 8318 DUES 100 Licenses 10 NONDIVIDEND DISTRIBUTIONS 3 4Q24 ESTIMATE PAID 12.13.24 700 INCOME TAX REFUND 12.18.24 366