Civic Intelligence

The Simons Family Foundation

EIN 35-2412935 • Houston, TX

2001 Kirby Dr Suite 815Houston, TX 77019
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2022

Asset Growth

51st percentile

2.1%

Faster asset growth than 51% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

91st percentile

104%

Faster revenue growth than 91% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Up

$973,347

Up $105,537 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$973,347

Up $105,537 (+12%) from 2023

Revenue

Up

$173,391

Up $137,734 (+386%) from 2023

Expenses

Down

$67,854

Down $33,177 (-33%) from 2023

Net Income

Up

$105,537

Up $170,911 (+261%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $709,303Liabilities 2011: $0Net Assets 2011: $709,3032011Assets 2012: $666,403Liabilities 2012: $0Net Assets 2012: $666,4032012Assets 2013: $779,152Liabilities 2013: $0Net Assets 2013: $779,1522013Assets 2014: $831,683Liabilities 2014: -$1,700Net Assets 2014: $833,3832014Assets 2015: $1,088,614Liabilities 2015: $0Net Assets 2015: $1,088,6142015Assets 2016: $1,068,400Liabilities 2016: $0Net Assets 2016: $1,068,4002016Assets 2017: $1,015,436Liabilities 2017: $0Net Assets 2017: $1,015,4362017Assets 2018: $980,960Liabilities 2018: $0Net Assets 2018: $980,9602018Assets 2019: $1,000,205Liabilities 2019: $0Net Assets 2019: $1,000,2052019Assets 2020: $956,620Liabilities 2020: $0Net Assets 2020: $956,6202020Assets 2021: $953,971Liabilities 2021: $184Net Assets 2021: $953,7872021Assets 2022: $933,184Liabilities 2022: $0Net Assets 2022: $933,1842022Assets 2023: $867,810Liabilities 2023: $0Net Assets 2023: $867,8102023Assets 2024: $973,347Liabilities 2024: $0Net Assets 2024: $973,3472024

Highlighted filing

2024

Assets$973,347
Liabilities$0
Net Assets$973,347

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $69,2572011Expenses 2012: $96,2092012Revenue 2013: $148,444Expenses 2013: $35,695Net Income 2013: $112,7492013Revenue 2014: $105,602Expenses 2014: $51,371Net Income 2014: $54,2312014Revenue 2015: $310,558Expenses 2015: $55,327Net Income 2015: $255,2312015Revenue 2016: $45,947Expenses 2016: $66,161Net Income 2016: -$20,2142016Revenue 2017: $26,024Expenses 2017: $78,988Net Income 2017: -$52,9642017Revenue 2018: $46,128Expenses 2018: $80,604Net Income 2018: -$34,4762018Revenue 2019: $129,736Expenses 2019: $110,491Net Income 2019: $19,2452019Revenue 2020: $45,576Expenses 2020: $89,161Net Income 2020: -$43,5852020Revenue 2021: $84,191Expenses 2021: $87,024Net Income 2021: -$2,8332021Revenue 2022: $41,645Expenses 2022: $62,248Net Income 2022: -$20,6032022Revenue 2023: $35,657Expenses 2023: $101,031Net Income 2023: -$65,3742023Revenue 2024: $173,391Expenses 2024: $67,854Net Income 2024: $105,5372024

Highlighted filing

2024

Revenue$173,391
Expenses$67,854
Net Income$105,537

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.17$0.07$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.04$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.04$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.08$0.09$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.09$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.13$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.05$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.31$0.06$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.11$0.05$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.15$0.04$0.11
2012Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE SIMONSDirector/Secretary-$0--
JUSTIN SIMONSDirector/President/Treasur-$0--
CAROLINE SIMONSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Simons Family Foundation
EIN
35-2412935
Phone
7138880875
Address
2001 KIRBY DR SUITE 815, HOUSTON, TX 77019

Signing Officer

Name
Justin Simons
Title
President
Phone
7138880875
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Weaver and Tidwell Llp
Address
4400 POST OAK PARKWAY SUITE 1100, HOUSTON, TX 77027
Preparer
Deanna Warren
Phone
7138508787
Raw XML AppendixShowing 400 of 458 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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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JUSTIN SIMONS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02001 KIRBY DR SUITE 815
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077019
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07138880875
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SUZANNE SIMONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ACADEMIC FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ACADEMIC FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ACADEMIC FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ACADEMIC FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ACADEMIC FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DUKE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LAKE HIGHLAND PREPARATORY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST JOHNS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TRUSTEES OF UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BO'S PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE UNIVERSITY OF TEXAS MD ANDERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 90581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1901 HIGHLAND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22401 CLAREMONT LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 COLLEGE HALL ROOM 211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt410050 BUFFALO SPEEDWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5210 WEST 7TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477054
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd578701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt039975
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039975
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt051189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt057019
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt057019
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0142663
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013025
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt051189
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013598
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035028
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013025
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0199682
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0186657
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JUSTIN SIMONS
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1JUSTIN SIMONS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SUZANNE SIMONS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1STEPHEN SIMONS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03009 CHEVY CHASE DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1171 KIAWAH ISLAND CLUB DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt210302 SUMMER MEADOW WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt310302 SUMMER MEADOW WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HOUSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1KIAWAH ISLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2ORLANDO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3ORLANDO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1SC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077019
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd129455
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd232836
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd332836
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt151288
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt350471
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum14
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt051288
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt150471
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0300 SHARES OF BX
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc193 SHARES OF VOO
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-12-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt033859
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1372
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OIL & GAS ROYALTIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FEDERAL TAX RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt033859
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1434
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt033859
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1434
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ROYALTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0316
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0316
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01822
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt111236
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL AND GAS ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME - UBS #2034
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01822
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt111236
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01822
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt111236
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03872
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ACCOUNTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00

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