Civic Intelligence

David E Simon & Jacqueline S Simon Charitable Foundation

EIN 14-1859319 • Indianapolis, IN

PO Box 78394Indianapolis, IN 46278
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$50M-$100M nonprofits • Source year 2024

Net Margin

2nd percentile

-139%

Higher net margin than 2% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

10th percentile

-6.3%

Faster asset growth than 10% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$53,389,039

Down $3,578,178 (-6.3%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$53,389,039

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue13th percentileNet Margin2nd percentile

Revenue

Up

$2,899,604

Up $461,141 (+19%) from 2023

Expenses

Down

$6,935,601

Down $1,080,730 (-13%) from 2023

Net Income

Up

-$4,035,997

Up $1,541,871 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2011: $470,578Liabilities 2011: $02011Assets 2012: $1,066,605Liabilities 2012: $02012Assets 2013: $3,955,848Liabilities 2013: $02013Assets 2014: $50,990,235Liabilities 2014: $02014Assets 2015: $52,939,474Liabilities 2015: $02015Assets 2019: $62,678,176Liabilities 2019: $860Net Assets 2019: $62,677,3162019Assets 2020: $64,778,512Liabilities 2020: $5,160Net Assets 2020: $64,773,3522020Assets 2021: $65,788,434Liabilities 2021: $0Net Assets 2021: $65,788,4342021Assets 2022: $61,097,529Liabilities 2022: $0Net Assets 2022: $61,097,5292022Assets 2023: $56,967,217Liabilities 2023: $12023Assets 2024: $53,389,039Liabilities 2024: $0Net Assets 2024: $53,389,0392024

Highlighted filing

2024

Assets$53,389,039
Liabilities$0
Net Assets$53,389,039
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $1,519,855Expenses 2011: $976,227Net Income 2011: $543,6282011Revenue 2012: $1,629,937Expenses 2012: $968,028Net Income 2012: $661,9092012Revenue 2013: $4,100,094Expenses 2013: $1,145,851Net Income 2013: $2,954,2432013Revenue 2014: $50,786,327Expenses 2014: $3,715,606Net Income 2014: $47,070,7212014Revenue 2015: $6,839,151Expenses 2015: $4,634,912Net Income 2015: $2,204,2392015Revenue 2019: $7,627,423Expenses 2019: $2,984,557Net Income 2019: $4,642,8662019Revenue 2020: $4,951,397Expenses 2020: $2,625,869Net Income 2020: $2,325,5282020Revenue 2021: $4,621,489Expenses 2021: $3,208,533Net Income 2021: $1,412,9562021Revenue 2022: $1,641,869Expenses 2022: $4,940,909Net Income 2022: -$3,299,0402022Revenue 2023: $2,438,463Expenses 2023: $8,016,331Net Income 2023: -$5,577,8682023Revenue 2024: $2,899,604Expenses 2024: $6,935,601Net Income 2024: -$4,035,9972024

Highlighted filing

2024

Revenue$2,899,604
Expenses$6,935,601
Net Income-$4,035,997
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,389,039
Liabilities
$0
Net assets
$53,389,039
Revenue
$2,899,604
Expenses
$6,935,601
Net income
-$4,035,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.4$0.00$53.4$2.90$6.94$4.04
2023Summary only. Only limited summary data is available for this year.$57.0$0.00$2.44$8.02$5.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$0.00$61.1$1.64$4.94$3.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.8$0.00$65.8$4.62$3.21$1.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.8$0.01$64.8$4.95$2.63$2.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.7$0.00$62.7$7.63$2.98$4.64
2015Summary only. Only limited summary data is available for this year.$52.9$0.00$6.84$4.63$2.20
2014Summary only. Only limited summary data is available for this year.$51.0$0.00$50.8$3.72$47.1
2013Summary only. Only limited summary data is available for this year.$3.96$0.00$4.10$1.15$2.95
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$1.63$0.97$0.66
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$1.52$0.98$0.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID E SIMONTrustee-$0--
JACQUELINE S SIMONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantANTI-DEFAMATION LEAGUE (ADL)GRANT PAYMENTPCNEW YORK, NY, US$2,000,000
Paid GrantUJA-FEDERATION OF NEW YORKISRAEL EMERGENCY DAY AFTER FUNDPCNEW YORK, NY, US$1,200,000
Paid GrantPARK AVENUE SYNAGOGUE2024-2025 MEMBERSHIP2024 GRANT PAYMENT 2024 BOOK OF REMEMBRANCE2024 / 2025 KOL NIDREPCNEW YORK, NY, US$815,518
Paid GrantAMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEEINFORMATION AND MEMBER EDUCATIONNCWASHINGTON, DC, US$750,000
Paid GrantNER L'HOREINU INCCONTRIBUTION TO FALLEN HEROES FUNDPCSUN LAKES, AZ, US$500,000
Paid GrantGEMILOS CHASODIM CHASDEI MOSHECONTRIBUTION TO GENERAL OPERATING SUPPORTPCBROOKLYN, NY, US$500,000
Paid GrantAMERICAN ISRAEL EDUCATION FOUNDATION INC (AIEF)CONTRIBUTION TO SUPPORT EDUCATIONAL AND OUTREACH INITIATIVES INCLUDING EDUCATIONAL SEMINARSPCWASHINGTON, DC, US$250,000
Paid GrantINDIANA GOLF FOUNDATIONCONTRIBUTION TO GENERAL OPERATING SUPPORTPCFRANKLIN, IN, US$200,000
Paid GrantBIRTHRIGHT ISRAEL FOUNDATIONCONTRIBUTION TO GENERAL OPERATING SUPPORTPCNEW YORK, NY, US$180,000
Paid GrantYOUTH RENEWAL FUNDGRANT PAYMENTPCNEW YORK, NY, US$150,000
Paid GrantSIMON WIESENTHAL CENTER2024 TRIBUTE DINNERPCLOS ANGELES, CA, US$50,000
Paid GrantINDIANA INNOVATION COUNCILINDIANA POLICY INITIATIVES FY2024 MESSAGING CAMPAIGNNCCARMEL, IN, US$50,000
Paid GrantCONGREGATION BETH EL ZEDECK2024 ANNUAL DUESPCINDIANAPOLIS, IN, US$27,000
Paid GrantNEW YORK-PRESBYTERIAN FUND2024 ANNUAL PRESIDENT'S CIRCLEPCNEW YORK, NY, US$25,000
Paid GrantTEMPLE BETH SHOLOM2024 HIGH HOLY DAY DONATIONPCMIAMI BEACH, FL, US$20,425
Paid GrantNEW YORK-PRESBYTERIAN FUNDPLATES FOR PEDIATRICSPCNEW YORK, NY, US$20,000
Paid GrantWIZO NEW YORKCONTRIBUTION TO GENERAL OPERATING SUPPORTPCNEW YORK, NY, US$10,000
Paid GrantHORACE MANN SCHOOLGIFT CARDS TO HORACE MANN SCHOOL ANNUAL BENEFITPCNEW YORK, NY, US$2,500
Paid GrantBLOUNT COUNTY CHILDREN'S ADVOCACY CENTER INCNEW HOPE CHILDREN'S ADVOCACY CENTERPCMARYVILLE, TN, US$2,000
Paid GrantJEWISH NATIONAL FUNDPLANT TREE DONATION - 20 TREESPCROCKVILLE CENTRE, NY, US$720
Paid GrantAMERICAN FRIENDS OF BEIT RUTH INCQUALITY EDUCATION AND CRITICAL THERAPY PROGRAMS AND SERVICESPCJERICHO, NY, US$500
Paid GrantPAWSITIVE POSSIBILITIES RESCUE INCWORKING PAWS TRAININGPCLINDENHURST, NY, US$500
Filing and Contact Details

Filer

Filer Name
David E Simon & Jacqueline S Simon
EIN
14-1859319
Phone
3176361600
Address
PO BOX 78394, INDIANAPOLIS, IN 46278

Signing Officer

Name
David Simon
Title
Trustee
Phone
3176361600
Signed
2025-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
9365 COUNSELORS ROW SUITE 200, INDIANAPOLIS, IN 46240
Preparer
Patti M Howard CPA
Phone
3175749100
Raw XML AppendixShowing 400 of 739 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt025664
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1INDIANA INNOVATION COUNCIL INC
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02024-07-18
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12024-03-20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0THE DAVID E. SIMON & JACQUELINE S. SIMON CHARITABLE FOUNDATION MADE A CONTRIBUTION TO AIPAC WITH THE INTENTION OF SUPPORTING THE ORGANIZATION'S CHARITABLE PURPOSE OF INFORMATION AND MEMBER EDUCATION COMPONENT OF THE 2024 AIPAC CONGRESSIONAL SUMMIT DURING FISCAL YEAR 2024.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1THE DAVID E. SIMON & JACQUELINE S. SIMON CHARITABLE FOUNDATION MADE A CONTRIBUTION TO THE INDIANA INNOVATION COUNCIL, INC. WITH THE INTENTION OF SUPPORTING THE ORGANIZATION'S CHARITABLE PURPOSE OF GENERAL PUBLIC RESEARCH, PUBLIC EDUCATION AND ADMINISTRATIVE COSTS RELATED TO INDIANA POLICY INITIATIVES FOR FISCAL YEAR 2024.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE DAVID E. SIMON & JACQUELINE S. SIMON CHARITABLE FOUNDATION RECEIVED VERIFICATION FROM AIPAC'S CHIEF LEGAL COUNSEL THAT THE ORGANIZATION EXPENDED THE CONTRIBUTION IN FISCAL YEAR 2024 FOR THE INTENDED CHARITABLE PURPOSE TO SUPPORT THE INFORMATION AND MEMBER EDUCATION COMPONENT OF THE 2024 AIPAC CONGRESSIONAL SUMMIT.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1THE DAVID E. SIMON & JACQUELINE S. SIMON CHARITABLE FOUNDATION RECEIVED VERIFICATION FROM THE INDIANA INNOVATION COUNCIL, INC. THAT THE ORGANIZATION EXPENDED THE CONTRIBUTION IN FISCAL YEAR 2024 FOR THE INTENDED CHARITABLE PURPOSE TO SUPPORT THE ORGANIZATION'S GENERAL PUBLIC RESEARCH, PUBLIC EDUCATION AND ADMINISTRATIVE COSTS RELATED TO INDIANA POLICY INITIATIVES FOR FISCAL YEAR 2024.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1501 PENNSYLVANIA PARKWAY STE 165
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt55517218
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt56509786
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt57976369
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt58489463
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt59745214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt60773944
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt611046163
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt621021955
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt63875541
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt641018778
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt65662857
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt66483553
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt67958817
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01079516
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1636550
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2628436
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3777874
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5511644
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6872754
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt71091221
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8978803
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt91156733
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10632553
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt111472889
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12235352
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13994896
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14562740
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15744525
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16766094
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17545351
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18600660
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19752871
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20419375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt211054045
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt221116033
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23703189
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt24549378
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt25190741
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt26447484
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt271088990
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt281081495
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt29949918
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt30377306
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt311088319
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt32502570
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt33650987
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt34702375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt35687930
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt36713179
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt371026065
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt38649480
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt391070502
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt40969529
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt41731791
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt42722361
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt43701630
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt441016677
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt45579022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt46506782
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt47345414
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt48695954
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt49992963
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt501033208
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt51932373
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt521190173
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt53704277
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt54829935
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt55517218
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt56509786
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt57976369
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt58489463
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt59745214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt60773944
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt611046163
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt621021955
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt63875541
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt641018778
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt65662857
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt66483553
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt67958817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0609350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt035,000 UNITS BLACKSTONE MORTGAGE TRUST, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0609350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01953036
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0151644
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02104680
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02104680
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06416
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt025664
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt032080
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0151644
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06754163
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06754163
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0794924
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01953036
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01953036
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4035997
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt019734000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0151644
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01962658
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0116297
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0116297
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt033000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06760579
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0142022
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06935601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02104680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02899604
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06416
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0142022
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0181438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02338184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt117244172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1144828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1144828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02345000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117389000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES F6003 - ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES F6003 - LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0151644
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4035997
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0457819
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt053389039
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt056967217
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt053389039
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02747686
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02747686
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02747686
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02774967
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt027281
IRS990PF/DistributableAmountGrp/TotalTaxAmt027281
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt022042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt027281
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt027281
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt027281
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05239
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt022042
IRS990PF/FMVAssetsEOYAmt053389039
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt050409160
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt052666591
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt052666591
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0744450
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0609350
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0609350
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt056967217
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt053389039
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05813607
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0113098
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0113098
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt056967217
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt053389039
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt053389039
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt056967217
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt053389039
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt056967217
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt053389039
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt056344512
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04466558
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt051877954
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0845168
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02774967
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt055499344
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt056344512
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID E SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JACQUELINE S SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09001 COLLINS AVENUE UNITS 411 412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19001 COLLINS AVENUE UNITS 411 412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SURFSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SURFSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt06760579
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt06760579
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00

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