2021-11-09T10:13:28-05:00 2020-12-31 990PF 2020-01-01 363585646 THE FRED AND EVE SIMON CHARITABLE FOUNDATION FRED 1308 JACKSON STREET STE 614 OMAHA NE 68102 TODD D SIMON TREASURER 4025978115 2021-11-09 TODD SIMON XXX-XX-XXXX 0 00 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 4878518 X X 278440 278440 66178 66178 -88115 62443 256503 344618 21564 21564 1292 1292 13880 13880 36736 36736 0 1432500 1432500 1469236 36736 1432500 -1212733 307882 0 2072527 1083403 1083403 1400 1520 1400 1400 2684175 2734145 2912197 313830 294909 294909 841103 586609 586609 5913155 4700466 4878518 0 0 X 5913155 4700466 5913155 4700466 5913155 4700466 5913155 -1212733 55 4700477 11 4700466 PUBLICLY TRADED SECURITIES D 2020-02-27 2020-03-12 58171 150447 -92276 -92276 PUBLICLY TRADED SECURITIES D 2015-12-03 2020-11-17 4272 111 4161 4161 -88115 -92276 4280 0 4280 0 4280 8427 8427 4147 4147 false false false false false false false true true NE true false false false true true NONE TODD D SIMON 4025978115 11030 O STREET OMAHA NE 681342346 false false false false false false false false false true false false false false false false false false false false false false EVE SIMON 11030 O STREET OMAHA NE 68137 PRESIDENT 5.00 0 0 0 TODD D SIMON 11030 O STREET OMAHA NE 68137 SECRETARY & TREASURER 5.00 0 0 0 RICHARD ORTEGA 202 SCHOOLHOUSE LANE GLEN MILLS PA 19342 DIRECTOR 5.00 0 0 0 STEVEN R BLOCH 444 REGENCY PARKWAY DR 100 OMAHA NE 68114 DIRECTOR 5.00 0 0 0 NONE 0 NONE 2688714 1710380 881518 5280612 0 5280612 79209 5201403 260070 260070 4280 4280 255790 255790 255790 1432500 1432500 1432500 255790 92350 713932 1007678 2926124 2308505 7048589 1432500 255790 1176710 8225299 0 92350 8132949 713932 1007678 2926124 2308505 1176710 X AMERICAN CIVIL LIBERTIES UNION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NA PC PROMOTE SECURITY OF LIBERTIES ENJOYED BY AMERICA 55000 AMERICAN MIDWEST BALLET PO BOX 6413 OMAHA NE 68106 NA PC INSPIRE THE COMMUNITY THROUGH THE ART OF DANCE 125000 ANTI-DEFAMATION LEAGUE 333 S 132ND ST OMAHA NE 68154 NA PC ADDRESS ISSUES OF PREJUDICE AND DISCRIMINATION 45000 BEMIS CENTER FOR CONTEMPORARY ARTS 724 SOUTH 12th STREET OMAHA NE 68102 NA PC SPONSOR PERFORMING ARTISTS 50000 BROWNELL TALBOT 400 NORTH HAPPY HOLLOW BOULEVARD OMAHA NE 68132 NA PC DEDICATED TO ACADEMIC EXCELLENCE AND PREPARING S 2000 CHICAGO FILMMAKERS 1326 W HOLLYWOOD AVE CHICAGO IL 60660 NA PC FOSTERS THE CREATION APPRECIATION AND UNDERSTA 10000 CIVIC NEBRASKA 1111 LINCOLN MALL SUITE 350 LINCOLN NE 68508 NA PC SUPPORT K-12 YOUTH CIVIC ENGAGEMENT 25000 FILM STREAMS 1340 MIKE FAHEY STREET OMAHA NE 68102 NA PC SUPPORT ART EXHIBITIONS 20000 HEARTLAND WORKERS CENTER 4923 SOUTH 24TH STREET STE 3A OMAHA NE 68107 NA PC IMPROVE THE QUALITY OF LIFE OF LATINOA IMMIGRAN 60000 IMMIGRANT LEGAL CENTER 4223 CENTER ST OMAHA NE 68105 NA PC SUPPORT IMMIGRANTS BY PROVIDING HIGH QUALITY LEG 50000 INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA NE 68106 NA PC PROVIDE A DAYTIME ACTIVITY CENTER FOR OLDER ADUL 100000 JEWISH FEDERATION OF OMAHA FOUNDATI 333 SOUTH 132nd ST OMAHA NE 68154 NA PC PROVIDE FUNDS FOR COMMUNITY BENEFIT ACTIVITIES 120000 JOSLYN ART MUSEUM 2200 DODGE STREET OMAHA NE 68102 NA PC SUPPORT ART EXHIBITIONS 30000 KVNO CLASICAL 907 FM 6001 DODGE STREET OMAHA NE 68182 NA PC SUPPORT BROADCASTS OF CLASSICAL MUSIC 5000 LATINO CENTER OF THE MIDLANDS 4821 S 24TH ST Omaha NE 68107 NA PC SUPPORT EMPLOYABILITY OF LATINO YOUTH 10000 METROPOLITAN COMM COLLEGE FOUNDATI PO BOX 3777 OMAHA NE 68103 NA PC SUPPORT PERFORMING ARTISTS 56000 MONTESSORI CHILDRENS ROOM 7302 BURT ST OMAHA NE 68114 NA PC PROVIDE CHILDREN WITH THE OPPORTUNITY TO ACHIEVE 2000 NE SHAKESPEARE FESTIVAL 720 NORTH 57TH AVE OMAHA NE 68132 NA PC SUPPORT PERFORMING ARTISTS 35000 NEBRASKA APPLESEED CENTER FOR LAW 941 O ST 920 LINCOLN NE 68508 NA PC PROVIDE ACCESS TO LEGAL SERVICES TO NE FAMILIES 100000 NEBRASKA CIVIC ENGAGEMENT TABLE 211 N 14TH STREET LINCOLN NE 68508 NA PC STRENGTHEN THE COLLECTIVE IMPACT OF NONPROFIT 50 30000 NEBRASKA CULTURAL ENDOWMENT 1004 FARNAM ST OMAHA NE 68102 NA PC SUPPORT PUBLIC ART EXHIBITIONS 20000 OLLIE WEBB CENTER INC 1941 S 42ND ST 122 OMAHA NE 68105 NA PC SUPPORT PEOPLE WITH DISABILITIES AND THEIR FAMIL 50000 OMAHA COMMUNITY FOUNDATION 3555 FARNAM ST 222 OMAHA NE 68131 NA PC CONNECT THE DOTS BETWEEN THE COMPLEX NEEDS OF TH 30000 OMAHA SYMPHONY 1605 HOWARD STREET OMAHA NE 68102 NA PC SUPPORT PERFORMING ARTISTS 42500 OPERA OMAHA 1625 FARNAM STE 100 OMAHA NE 68102 NA PC SUPPORT PERFORMING ARTISTS 220000 PLANNED PARENTHOOD OF NEBRASKA 5631 S 48TH ST SUITE 100 LINCOLN NE 68516 NA PC PROVIDE FAMILY PLANNING EDUCATION PROGRAMS 30000 THE UNION FOR CONTEMPORARY ART 2423 NORTH 24TH STREET OMAHA NE 68110 NA PC PROVIDE DIRECT SUPPORT TO LOCAL ARTISTS 50000 UNITED STATES ARTISTS 980 NORTH MICHIGAN AVENUE STE 1300 CHICAGO IL 60611 NA PC SUPPORT PERFORMING ARTISTS 60000 1432500 0 14 278440 14 66178 18 -88115 256503 256503 false false false false false false false false false false DIMENSIONAL EMERGING MKTS VAL 160231 146458 DFA US SMALL CAP VALUE PRTF IN 222481 213901 DFA ONE YEAR FIXED INCOME PRTF 726128 728838 DODGE & COX INCOME 426447 459174 DOUBLELINE TOTAL RETURN BOND F 498803 509258 ISHARES MSCI EMERGING MARKETS 50027 54460 ISHARES MSCI EAFE ETF 300101 314093 OPPENHEIMER DEVELOPING MARKETS 0 0 VANGUARD INDEX FDS 249987 350907 VANGUARD INDEX FDS VANGUARD SM 99940 135108 ASCOT FINANCIAL LLC 0 0 ATEL GROWTH CAPITAL FUND V LIQUIDAT 5726 5726 COMPASS ROYALTY MANAGEMENT LLC 145137 145137 TERROIR WINERY FUND LP 41820 41820 FRANKLIN ST. PROPERTIES 303 E WACKE 17852 17852 FRANKLIN ST. PROPERTIES 385 INTERLO 110 110 FRANKLIN ST. PROPERTIES 50 S 10TH S 1416 1416 FRANKLIN ST. PROPERTIES CENTRE POIN 81625 81625 FRANKLIN ST. PROPERTIES UNION CENTR 93 93 FRANKLIN ST. PROPERTIES GALLERIA NO 1130 1130 OMAHA STEAKS INTL INC DEBENTURE 560734 391071 391071 OMAHA STEAKS INC DEBENTURE 280369 195538 195538 NONDEDUCTIBLE EXPENSES FROM K-1 11 WIRE TRANSFER SERVICE FEE 30 30 0 0 PARTNERSHIP LOSS 13850 13850 0 0 OTHER TAX-EXEMPT INCOME FROM K-1 55 INVESTMENT MANAGEMENT FEES 21564 21564 0 0 FOREIGN TAX ON DIVIDENDS 1015 1015 0 0 STATE TAX WITHHOLDING 277 277 0 0