Civic Intelligence

The David L Simon Foundation

990PF • Fiscal year 2012 • EIN 73-1646761

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 11, 2013

Organization Profile
2920 N Green Valley Pkwy 11489014
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,699,689

Flat from 2012

Net Assets

$2,399,999

No earlier filing loaded for comparison.

Liabilities

Flat

$1,299,690

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$175,904

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,225,549Liabilities 2011: $02011Assets 2012: $3,699,689Liabilities 2012: $1,299,690Net Assets 2012: $2,399,9992012Assets 2012: $3,699,689Liabilities 2012: $1,299,6902012Assets 2013: $3,754,529Liabilities 2013: $1,223,421Net Assets 2013: $2,531,1082013Assets 2014: $3,684,424Liabilities 2014: $1,147,151Net Assets 2014: $2,537,2732014Assets 2015: $3,456,998Liabilities 2015: $1,066,412Net Assets 2015: $2,390,5862015Assets 2016: $3,388,700Liabilities 2016: $990,847Net Assets 2016: $2,397,8532016Assets 2017: $3,576,901Liabilities 2017: $967,966Net Assets 2017: $2,608,9352017Assets 2018: $2,892,517Liabilities 2018: $544,002Net Assets 2018: $2,348,5152018Assets 2019: $3,128,603Liabilities 2019: $488,309Net Assets 2019: $2,640,2942019Assets 2020: $3,277,183Liabilities 2020: $422,338Net Assets 2020: $2,854,8452020Assets 2021: $3,328,999Liabilities 2021: $351,653Net Assets 2021: $2,977,3462021Assets 2022: $2,725,756Liabilities 2022: $297,792Net Assets 2022: $2,427,9642022Assets 2023: $2,836,738Liabilities 2023: $237,194Net Assets 2023: $2,599,5442023Assets 2024: $2,787,897Liabilities 2024: $96,906Net Assets 2024: $2,690,9912024

Highlighted filing

2012

Assets$3,699,689
Liabilities$1,299,690
Net Assets$2,399,999
Open 2012 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $151,030Expenses 2011: $302,615Net Income 2011: -$151,5852011Expenses 2012: $175,9042012Revenue 2012: $195,515Expenses 2012: $175,904Net Income 2012: $19,6112012Revenue 2013: $233,741Expenses 2013: $193,564Net Income 2013: $40,1772013Revenue 2014: $254,107Expenses 2014: $174,613Net Income 2014: $79,4942014Revenue 2015: $182,790Expenses 2015: $198,188Net Income 2015: -$15,3982015Revenue 2016: $135,058Expenses 2016: $177,105Net Income 2016: -$42,0472016Revenue 2017: $177,381Expenses 2017: $188,098Net Income 2017: -$10,7172017Revenue 2018: $174,112Expenses 2018: $187,138Net Income 2018: -$13,0262018Revenue 2019: $122,515Expenses 2019: $165,675Net Income 2019: -$43,1602019Revenue 2020: $176,090Expenses 2020: $145,151Net Income 2020: $30,9392020Revenue 2021: $253,871Expenses 2021: $150,014Net Income 2021: $103,8572021Revenue 2022: $78,351Expenses 2022: $145,396Net Income 2022: -$67,0452022Revenue 2023: $112,576Expenses 2023: $171,307Net Income 2023: -$58,7312023Revenue 2024: $205,548Expenses 2024: $166,142Net Income 2024: $39,4062024

Highlighted filing

2012

Revenue-
Expenses$175,904
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 11, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD M WELTPresidentPT$0--
MARCY WELTSecretaryPT$0--
BARRY FIELDMANTreasurerPT$0--
AMY FIELDMANTrusteePT$0--
RONALD KLINETrusteePT$0--
RACHEL KLINETrusteePT$0--
CONNIE PECTOLTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMIDBAR KODESH TEMPLECONTRIBUTION-HENDERSON, NV, US$108,815
Paid GrantJEWISH FEDERATION OF LVCONTRIBUTION-LAS VEGAS, NV, US$5,000
Filing and Contact Details

Filer

EIN
73-1646761
Raw XML Appendix394 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount02130
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02130
CompensationExplanation/Compensation/PersonName0GERALD M WELT
CompensationExplanation/Compensation/PersonName1MARCY WELT
CompensationExplanation/Compensation/PersonName2BARRY FIELDMAN
CompensationExplanation/Compensation/PersonName3AMY FIELDMAN
CompensationExplanation/Compensation/PersonName4RONALD KLINE
CompensationExplanation/Compensation/PersonName5RACHEL KLINE
CompensationExplanation/Compensation/PersonName6CONNIE PECTOL
DepreciationSchedule/Depreciation/ComputationMethod0S/L
DepreciationSchedule/Depreciation/CostOrOtherBasis01806
DepreciationSchedule/Depreciation/DateAcquired02004-02-26
DepreciationSchedule/Depreciation/DescriptionOfProperty0COMPUTER EQUIPMENT
DepreciationSchedule/Depreciation/Life05.0000
DepreciationSchedule/Depreciation/PriorYearsDepreciation01806
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis06775
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02011-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice018387
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0VARIOUS SALES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1VARIOUS SALES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet018387
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1-6775
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue056714
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV056714
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01897946
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01897946
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue033860
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MONEY MARKET FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV033860
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount066180
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome011612
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount057692
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/BusinessCode0900099
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0REFUND OF BANK CHARGES
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount031
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0123872
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome011612
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount031
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0135515
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm02130
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02130
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0123903
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0113815
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0113815
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss060000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm066180
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm066180
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss066180
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses019611
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice018387
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm024606
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm057692
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm057692
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss057692
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss024606
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm0289
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss0289
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss011612
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome061783
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm02569
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss02569
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm032277
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss032277
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0218
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0218
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0123903
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0113815
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm062089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0175904
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0123872
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0195515
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm062089
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss062089
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip01806
IRS990PF/BalanceSheets/CashBOY0496
IRS990PF/BalanceSheets/CashEOY03417
IRS990PF/BalanceSheets/CashEOYFMV03417
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY056714
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV056714
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY02225053
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01897946
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01897946
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0334454
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0334454
IRS990PF/BalanceSheets/InvestmentsOtherEOY033860
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV033860
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis01806
IRS990PF/BalanceSheets/MortgagesAndNotesPayableEOY01299690
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOY01373298
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOYFMV01373298
IRS990PF/BalanceSheets/OtherNotesAndLoansReceivable01373298
IRS990PF/BalanceSheets/RetainedEarningsBOY02225549
IRS990PF/BalanceSheets/RetainedEarningsEOY02399999
IRS990PF/BalanceSheets/TotalAssetsBOY02225549
IRS990PF/BalanceSheets/TotalAssetsEOY03699689
IRS990PF/BalanceSheets/TotalAssetsEOYFMV03699689
IRS990PF/BalanceSheets/TotalLiabilitiesEOY01299690
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02225549
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY03699689
IRS990PF/BalanceSheets/TotalNetAssetsBOY02225549
IRS990PF/BalanceSheets/TotalNetAssetsEOY02399999
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses019611
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0154839
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02399999
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02225549
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02399999
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0176236
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0176236
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0176236
IRS990PF/DistributableAmount/MinimumInvestmentReturn0177472
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01236
IRS990PF/DistributableAmount/TotalTax01236
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01236
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment03
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01236
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01236
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01239
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03699689
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03603494
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances04281
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02223355
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable054052
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets01375858
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0177472
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets03549442
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets03603494
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition25.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition35.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition45.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition55.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition65.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0GERALD M WELT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARCY WELT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2BARRY FIELDMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3AMY FIELDMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4RONALD KLINE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5RACHEL KLINE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6CONNIE PECTOL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10703 SOUTH 8TH STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11703 SOUTH 8TH STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122920 N GREEN VALLEY PKWY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine132920 N GREEN VALLEY PKWY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14446 BEARDSLEY CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine15446 BEARDSLEY CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1610120 W FLAMINGO ROAD 4-13
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine20SUITE 114
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine21SUITE 114
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LAS VEGAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1LAS VEGAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2HENDERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3HENDERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4HENDERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City5HENDERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City6LAS VEGAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3NV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4NV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State5NV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State6NV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode089101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode189101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode289014
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode389014
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode489052
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode589052
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode689147
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0243421
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0242803
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.068406
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.108357
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.055542
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.061909
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.077106
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.039118
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets03549442
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102379560
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202363703
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302300317
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear402606594
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear502886947
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0618
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0113815
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10257842
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20131284
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30142410
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40200985
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50112932
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.342032
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0113815
IRS990PF/QualifyingDistributions/ExpensesAndContributions0113815
IRS990PF/QualifyingDistributions/QualifyingDistributions0113815
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BARRY FIELDMAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07027319444
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102920 N GREEN VALLEY PARKWAY 114
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HENDERSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NV
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode089014
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10CASH DONATIONS TO THE MIDBAR KODESH TEMPLE
IRS990PF/SummaryOfDirectCharitableActy/Description20CASH DONATIONS TO THE JEWISH FEDERATION OF LAS VEGAS
IRS990PF/SummaryOfDirectCharitableActy/Expenses10108815
IRS990PF/SummaryOfDirectCharitableActy/Expenses205000
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0108815
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MIDBAR KODESH TEMPLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11JEWISH FEDERATION OF LV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101940 PASEO VERDE PKWY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112317 RENAISSANCE DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HENDERSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1LAS VEGAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode089012
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode189119
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0113815
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0113815
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0176236
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10139300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2013755
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear306558
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus062421
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY062421
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear097192
IRS990PF/UndistributedIncome/ExcessFromYear1097192
IRS990PF/UndistributedIncome/QualifyingDistributions0113815
IRS990PF/UndistributedIncome/TotalCorpus097192
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0159613
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LandEtcSchedule2/LandEtc/AccumulatedDepreciation01806
LandEtcSchedule2/LandEtc/CategoryOrItem0FIXED ASSETS
LandEtcSchedule2/LandEtc/CostOrOtherBasis01806
LegalFeesSchedule/LegalFees/Amount0289
LegalFeesSchedule/LegalFees/Category0LEGAL
LegalFeesSchedule/LegalFees/NetInvestmentIncome0289
MortgagesAndNotesPayableSch/NotePayable/BalanceDue01299690
MortgagesAndNotesPayableSch/NotePayable/DateOfNote02012-04
MortgagesAndNotesPayableSch/NotePayable/DescOfLenderConsideration0NONE
MortgagesAndNotesPayableSch/NotePayable/InterestRate00.0271
MortgagesAndNotesPayableSch/NotePayable/LendersName/Individual0LINE OF CREDIT - MSSB
MortgagesAndNotesPayableSch/NotePayable/OriginalAmountOfLoan01400000
MortgagesAndNotesPayableSch/NotePayable/RelationshipToInsider0NONE
MortgagesAndNotesPayableSch/NotePayable/RepaymentTerms0MONTHLY PAYMENTS
MortgagesAndNotesPayableSch/NotePayable/SecurityProvidedByBorrower0INVESTMENT ACCOUNT
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1TRAVEL
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02569
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02569
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome031
OtherIncomeSchedule2/OtherIncome/Description0REFUND OF BANK CHARGES
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks031
OtherIncreasesSchedule/OtherIncreases/Amount0154839
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON INVESTMENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BalanceDue01373298
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/BorrowersName/Individual0LOAN TO MIDBAR KODESH TEMPLE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/ConsiderationFmv01373298
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DateOfNote02012-04
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/DescOfLenderConsideration0NONE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/InterestRate00.0500
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/OriginalAmountOfLoan01400000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/PurposeOfLoan0OPERATING FUNDS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/RepaymentTerms0MONTHLY PAYMENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLong/SecurityProvidedByBorrower0NONE
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount032277
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0OTHER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1FINANCIAL MANAGER'S FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome032277
TaxesSchedule/Taxes/Amount0218
TaxesSchedule/Taxes/Category0FEDERAL EXCISE
TaxesSchedule/Taxes/NetInvestmentIncome0218
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0731646761
ReturnHeader/Filer/Name/BusinessNameLine10THE DAVID L SIMON FOUNDATION
ReturnHeader/Filer/NameControl0DAVI
ReturnHeader/Filer/Phone07024568744
ReturnHeader/Filer/USAddress/AddressLine102920 N GREEN VALLEY PKWY 114
ReturnHeader/Filer/USAddress/City0HENDERSON
ReturnHeader/Filer/USAddress/State0NV
ReturnHeader/Filer/USAddress/ZIPCode089014
ReturnHeader/Officer/DateSigned02013-02-11
ReturnHeader/Officer/Name0CONNIE PECTOL
ReturnHeader/Officer/Phone07024568744
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-02-19
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HOULDSWORTH RUSSO & COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine108675 S EASTERN AVE STE A
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LAS VEGAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NV
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0891232839
ReturnHeader/Preparer/Name0KATIE HAMPTON
ReturnHeader/Preparer/Phone07022699992
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-02-19T13:46:18-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,699,689
Liabilities
$1,299,690
Net assets
$2,399,999
Revenue
-
Expenses
$175,904
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.10$2.69$0.21$0.17$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.24$2.60$0.11$0.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.30$2.43$0.08$0.15$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.35$2.98$0.25$0.15$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.42$2.85$0.18$0.15$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.49$2.64$0.12$0.17$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.54$2.35$0.17$0.19$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.58$0.97$2.61$0.18$0.19$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.99$2.40$0.14$0.18$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.46$1.07$2.39$0.18$0.20$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.68$1.15$2.54$0.25$0.17$0.08
2013Detailed filing. Detailed filing data is available for this year.$3.75$1.22$2.53$0.23$0.19$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.70$1.30$2.40$0.18
2012Summary only. Only limited summary data is available for this year.$3.70$1.30$0.20$0.18$0.02
2011Summary only. Only limited summary data is available for this year.$2.23$0.00$0.15$0.30$0.15