2024-11-15T09:33:14-06:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2023-01-01 043730022 ANGELS WINGS FOUNDATION INTERNATIONAL INC ANGE 3176361600 PO BOX 40857 INDIANAPOLIS IN 462400857 PORNTIP BUI SIMON PRESIDENT 3176361600 2024-11-09 1 1 MARK N BERNSTEIN P00045271 3175802000 2024-11-09 2023 2024-10-15 13:58:12Z X 14146049 X 2020781 574 574 658219 640832 11426 1035346 137189 69325 650 2760325 779245 30000 0 30000 16500 0 16500 16995 8497 8498 34400 17200 17200 199643 139584 28994 3194 3194 0 13513 4158 4526 15178 26 3156 329423 172659 108874 630601 630601 960024 172659 739475 1800301 606586 474851 149893 149893 5651 2462 5651 5651 0 121406 121406 4408176 5044375 7993123 0 300000 295634 5637085 5683293 5580342 10522574 11304618 14146049 0 0 X 0 0 0 0 10522574 11304618 10522574 11304618 10522574 11304618 10522574 1800301 43 12322918 1018300 11304618 FROM K-1: KARIP, L.P. P 6313 -6313 -6313 FROM K-1: KLCF, L.P. P 11898 -11898 -11898 FROM K-1: SCI II, L.P. P 32 32 32 FROM K-1: SCI III, L.P. P 11384 -11384 -11384 FROM K-1: EQUINOX CONSERVATIVE FUND I, L.P. P 16143 16143 16143 PUBLICLY TRADED SECURITIES 614146 501628 112518 112518 PUBLICLY TRADED SECURITIES 388434 361303 27131 27131 FROM K-1: EQUINOX CONSERVATIVE FUND I, L.P. P 5631 5631 0 0 CAPITAL GAINS DIVIDENDS P 10960 10960 10960 137189 8432 0 8432 0 8432 6000 0 5000 0 11000 0 2568 2568 0 0 0 0 0 0 0 1 1 1 1 0 1 1 IN CA 1 0 0 0 0 1 ANGELSWINGSFOUNDATION.ORG HERBERT SIMON 3176361600 PO BOX 40857 INDIANAPOLIS IN 462400857 1 TH 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 PORNTIP BUI SIMON 8765 PINE RIDGE DRIVE INDIANAPOLIS IN 46260 PRESIDENT / DIRECTOR 0.50 0 0 0 HERBERT SIMON PO BOX 7033 INDIANAPOLIS IN 462400857 VICE PRESIDENT / DIRECTOR 0.25 0 0 0 MARK N BERNSTEIN PO BOX 40857 INDIANAPOLIS IN 46240 TREASURER / DIRECTOR 0.50 0 0 0 LISA FITTERLING 8765 PINE RIDGE DRIVE INDIANAPOLIS IN 46240 SECRETARY / DIRECTOR 10.00 30000 0 0 NONE 0 CHARLES SCHWAB & CO INC 3000 SCHWAB WAY WESTLAKE TX 76262 INVESTMENT MANAGEMENT 82387 0 0 6308879 179644 5585992 12074515 0 0 12074515 181118 11893397 594670 594670 8432 2120 10552 584118 0 584118 0 584118 739475 0 739475 584118 0 0 69217 116026 145553 27563 63933 422292 739475 0 0 0 584118 155357 0 0 577649 0 0 0 0 0 0 69217 508432 116026 145553 27563 63933 155357 HERBERT SIMON X ARIZONA STATE UNIVERSITY PO BOX 870412 TEMPE AZ 85287 NONE I SCHOLARSHIP FOR NATASHA FERNANDEZ 10000 BINGHAMTON UNIVERSITY BRIGHAM YOUNG UNIVERSITY-PROVO PROVO UT 84602 NONE I SCHOLARSHIP FOR PIMADA PHONGSURIYA 10000 BROWN UNIVERISTY BROWN UNIVERSITY PROVIDENCE RI 02912 NONE I SCHOLARSHIPS, $10,000 FOR AVA FONG, $4,000 FOR BENJAMIN DUONG 14000 CAL STATE UNIV OF LONG BEACH 1250 BELLTOWER BLVD LONG BEACH CA 90840 NONE I SCHOLARSHIP FOR NICOLE RAVER 10000 CALIFORNIA STATE UNIVERSITY LA 5151 STATE UNIVERSITY DR LOS ANGELES CA 90032 NONE I SCHOLARSHIP FOR KARNJANIN SUANKULARB 10000 CHULALONGKORN UNIVERSITY 254 PHAYA THAI RD WANG MAI PATHUM WAN BANGKOK TH 10330 NONE I SCHOLARSHIPS FOR KASIDET KRIANGWONG, THIWARAPHAT CHIRACHOTTNANASAK, AND VARINTHORN BOVORNKITPAKORN 4403 CHULALONGKORN UNIVERSITY 254 PHAYA THAI RD WANG MAI PATHUM WAN BANGKOK TH 10330 NONE I SCHOLARSHIP FOR CHAYAKAN RASSAMEECHAROENCHAI 1469 CORNELL UNIVERSITY 341 PINE TREE ROAD ITHACA NY 14850 NONE I SCHOLARSHIP FOR JIDAPA JIJI JANPATHOMPONG 10000 EASTERN KENTUCKY UNIVERSITY 521 LANCASTER AVE RICHMOND KY 40475 NONE I SCHOLARSHIP FOR JOHN SCHUMACER 10000 FASHION INSTITUTE OF TECHNOLOGY 227 W 27TH ST NEW YORK NY 10001 NONE I SCHOLARSHIP FOR ISRA KERTGATE 5000 HARVARD UNIVERSITY 801 SMITH CAMPUS CENTER CAMBRIDGE MA 02138 NONE I SCHOLARSHIP FOR JESSICA SHIFLETT 2500 JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 NONE I SCHOLARSHIP FOR SITTHA CHEERASARN 10000 KING MONGKUT'S INSTITUTE OF TECHNOL 1 CHALONG KRUNG 1 ALLEY LAT KRABANG BANGKOK TH 10520 NONE I SCHOLARSHIP FOR CHALYAPAT PHUCHALYANAN 1439 MAE FAH LUANG UNIVERSITY 1 333 THA SUT MUEANG CHIANG RAI DISTRICT CHIANG RAI TH 57100 NONE I SCHOLARSHIP FOR APIWATH MALEESRISAWAI 1727 MAHIDOL UNIVERSITY 999 PHUTTHAMONTHON SAI 4 RD SALAYA PHUTTHAMONTHON DISTRICT NAKHON PATHOM TH 73170 NONE I SCHOLARSHIP FOR ITTIKORN MEKSUJIT - THAI SCHOLARSHIP RECIPIENT 918 MAHIDOL UNIVERSITY 999 PHUTTHAMONTHON SAI 4 RD SALAYA PHUTTHAMONTHON DISTRICT NAKHON PATHOM TH 73170 NONE I SCHOLARSHIP FOR ITTIKORN MEKSUJIT 864 MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD EAST LANSING MI 48824 NONE I SCHOLARSHIPS, $10,000 FOR NATASHA DHAMAVASI, $10,000 FOR JASMINE TONGBUA 20000 MONTANA STATE UNIVERSITY CULBERTSON HALL 100 BOZEMAN MT 59717 NONE I SCHOLARSHIP FOR AUDREY FELLOWS 10000 NARESUAN UNIVERSITY 999 THA PHO MUEANG PHITSANULOK DISTRICT PHITSANULOK TH 65000 NONE I SCHOLARSHIP FOR YUWARIN CHAITHON 1265 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 NONE I SCHOLARSHIP FOR ARISTA BUDDHANI 10000 OREGON STATE UNIVERSITY OREGON STATE UNIVERSITY CORVALLIS OR 97331 NONE I SCHOLARSHIPS, $10,000 FOR ARISA PHUVASATE, $10,000 FOR ANDREW GONDOPUTRO 20000 PACIFIC UNIVERSITY 2043 COLLEGE WAY FOREST GROVE OR 97116 NONE I SCHOLARSHIP FOR CHUNYA BEAD BOONTA 10000 PRINCE OF SONGKLA UNIVERSITY PATTAN 1816 CHAROEN RD RUSAMILAE MUEANG PATTANI DISTRICT PATTANI TH 94000 NONE I SCHOLARSHIP FOR FUDAINEE HABAWAE 922 RAJAMANGALA UNIVERSITY OF TECHNOLOG 744 SURA NARAI RD TAMBON NAI MUEANG AMPHOE MUEANG NAKHON RATCHASIMA CHANG WAT NAKHON TH 30000 NONE I SCHOLARSHIP FOR PANYACHUN KAEWSUWAN 498 RAJAMANGALA UNIVERSITY 391 RANGSIT - NAKHON NAYOK RD KHLONG HOK KHLONG LUANG DISTRICT PATHUM THANI TH 12110 NONE I SCHOLARSHIP FOR THANAPORN NARAKE 1670 SILPAKORN UNIVERSITY PHETCHABURI IN 1 CHA-AM - PRANBURI BYPASS RD SAM PHRAYA CHA-AM DISTRICT PHETCHABURI TH 76120 NONE I SCHOLARSHIP FOR PAWANRAT JARUWATTANAPONG 1755 SRINAKHARINWIROT UNIVERSITY 114 SUKHUMVIT 23 WATTANA DISTRICT BANGKOK TH 10110 NONE I SCHOLARSHIP FOR KASIRA KOMARADAT 1249 STANFORD UNIVERSITY 355 GALVEZ STREET STANFORD CA 94305 NONE I SCHOLARSHIP FOR JESSICA ONG 10000 STATE FAIR COMMUNITY COLLEGE SFCC 3201 W 16TH ST SEDALIA MO 65301 NONE I SCHOLARSHIP FOR NICHAPHA MEESEMA 5000 STONY BROOK UNIVERSITY 100 NICOLLS RD STONY BROOK NY 11794 NONE I SCHOLARSHIPS, $10,000 FOR IRENE YIMMONGKOL, $10,000 FOR RAVISSARA PETCHARIT 20000 TEACH FOR THAILAND FOUNDATION 10 SOI LASALLE 56 SUKHUMVIT RD BANGNA TH 10260 N/A NC TO SUPPORT EDUCATIONAL NEEDS IN THAILAND; EXPENDITURE RESPONSIBILITY EXERCISED 123820 THAI AMERICAN YOUTH HERITAGE PROGRAM 611 N LARCHMONT BLVD 2 LOS ANGELES CA 90004 N/A NC TO SUPPORT CONSTRUCTIVE ACTIVITIES FOR THAI YOUTHS IN THE US IN ORDER TO PROMOTE CLOSE TIES AND BONDS BETWEEN THEM AND THAILAND SO AS TO BE PROUD OF THEIR THAI HERITAGE AND CULTURE; EXPENDITURE RESPONSIBILITY EXERCISED 10000 THE BANGKOK COMBINED CHOIR AND ORCHESTRA GRACE AUDITORIUM 105 WIRELESS ROAD LUMPINI PATHUMWAN BANGKOK TH 10330 N/A NC GENERAL OPERATIONS; EXPENDITURE RESPONSIBILITY EXERCISED 14550 UNIVERSITY OF ARIZONA THE UNIVERSITY OF ARIZONA TUCSON AZ 85721 NONE I SCHOLARSHIP FOR ALESSA FERGUSON 10000 UNIVERSITY OF CALIFORNIA BERKELEY 201 SPROUT HALL 1960 BERKELEY CA 94720 NONE I SCHOLARSHIPS, $10,000 FOR MICHELLE KOGA, $10,000 FOR MIRIYA MAYENKAR, $10,000 FOR NATALIE MEKSAVANH 30000 UNIVERSITY OF CALIFORNIA DAVIS 1100 DULTON HALL ONE SHIELDS AVE DAVIS CA 95616 NONE I SCHOLARSHIP FOR CHRISTIAN ONGWONGSAKUL 10000 UNIVERSITY OF CALIFORNIA IRVINE 102 ALDRICH HALL IRVINE CA 92697 NONE I SCHOLARSHIPS, $10,000 FOR BEN SIRIVALLOP, $10,000 FOR TANYAWAN KYLIE THONGSRINOON, $10,000 FOR NAPUTT AROONCHAIPIROM 30000 UNIVERSITY OF CALIFORNIA LA BOX 957089-1125 MURPHY HALL 405 HILGARD AVE LOS ANGELES CA 90095 NONE I SCHOLARSHIPS, $10,000 FOR JARUNUN WONGPHATARAKUL, $10,000 FOR NATALIE SETTHABOUPHA, $10,000 FOR NEO PHUCHANE, $10,000 FOR NUTPISA MANGKEO, $10,000 FOR GINA HAGER 50000 UNIVERSITY OF CALIFORNIA 1111 FRANKLIN STREET OAKLAND CA 94607 NONE I SCHOLARSHIP FOR PAUL WONGSUPREEKUL 10000 UNIVERSITY OF FLORIDA UNIVERSITY OF FLORIDA GAINSVILLE FL 32611 NONE I SCHOLARSHIPS, $10,000 FOR ADELA MILKES, $10,000 FOR MADISON ADKINS 20000 UNIVERSITY OF GEORGIA UNIVERSITY OF GEORGIA ATHENS GA 30602 NONE I SCHOLARSHIP FOR NAT CHARINTRANONT 10000 UNIVERSITY OF ILLINOIS 610 EAST JOHN STREET CHAMPAIGN IL 61820 NONE I SCHOLARSHIP FOR KAISANG CHOODAM 10000 UNIVERSITY OF MASSACHUSETTS AMHERST 300 MASSACHUSETTS AVE AMHERST MA 01003 NONE I SCHOLARSHIP FOR JINN JANPATHOMPONG 10000 UNIVERSITY OF MICHIGAN 500 S STATE ST ANN ARBOR MI 48109 NONE I SCHOLARSHIP FOR NADIA POOPAT 10000 UNIVERSITY OF NEVADA LAS VEGAS 4505 S MARYLAND PKWY LAS VEGAS NV 89154 NONE I SCHOLARSHIP FOR SUCHUNYA ROSE BUMRUNG 10000 UNIVERSITY OF SOUTHERN UNIVERSITY OF SOUTHERN CALIFORNIA LOS ANGELES CA 90007 NONE I SCHOLARSHIP FOR MARCUS LO 10000 UNIVERSITY OF TEXAS AT AUSTIN 2515 SPEEDWAY AUSTIN TX 78712 NONE I SCHOLARSHIP FOR NARAWIT BOONPLUENGNAI 10000 UNIVERSITY OF THE THAI CHAMBER OF C 126/1 VIBHAVADI RANGSIT RD KHWAENG DIN DAENG DIN DAENG BANGKOK TH 10400 NONE I SCHOLARSHIP FOR CHANON NANSIRI 2650 UNIVERSITY OF VIRGINIA UNIVERSITY OF VIRGINIA CHARLOTTESVILLE VA 22904 NONE I SCHOLARSHIP FOR APICHAYA KAEWKLOM 10000 VIRGINIA TECH 290 COLLEGE AVE BLACKSBURG VA 24061 NONE I SCHOLARSHIP FOR KATE THEPNORARAT 10000 WESTERN UNIVERSITY 114 TAMBON LAT SAWAI AMPHOE LAM LUK KA CHANG WAT PATHUM TH 12150 NONE I SCHOLARSHIP FOR NARUETHAI CHOMUEAN 4902 YALE UNIVERSITY PO BOX 208288 NEW HAVEN CT 06520 NONE I SCHOLARSHIP FOR NORAMON RANSIBRAHMANAKUL 10000 630601 0 14 574 901101 607 14 657612 901101 6927 14 62398 901101 5631 18 5795 13165 726379 0 739544 0 0 0 0 0 0 0 0 0 0 X X 1 HERBERT SIMON PO BOX 7033 INDIANAPOLIS IN 46207 2019091 X 1 PUBLICLY TRADED SECURITIES 2019091 2023-12-15 ACCOUNTING FEES 34400 17200 17200 THE ANGELS WINGS RURAL TEACHING SCHOLARSHIP, A PROGRAM THAT AIMS TO OFFER VITAL OPPORTUNITIES FOR DESERVING STUDENTS AND CREATE EDUCATIONAL MENTORS WHO ARE COMMITTED TO SERVING IN RURAL AREAS. THE PROGRAM AWARDS TEACHING SCHOLARSHIPS TO SOME OF THAILAND'S BRIGHTEST MINDS AND MOST COMMITTED YOUNG CITIZENS. THE PROJECT GOES TO GREAT LENGTHS TO IDENTIFY AND NURTURE THE MOST QUALIFIED CANDIDATES, AND TO MAKE SURE THAT THEY ARE DEDICATED TO THE IDEA OF EDUCATING CHILDREN IN THEIR HOME MUNICIPALITIES. IN ORDER TO APPLY, STUDENTS MUST FILL OUT AN APPLICATION, PASS AN APTITUDE TEST, HAVE A MINIMUM GPA OF 3.0, AND UNDERGO AN INTERVIEW BY THE RECRUITMENT COMMITTEE. THE FINALISTS ARE INVITED TO THE ANGELS WINGS FOUNDATION TO RECEIVE THEIR SCHOLARSHIP AWARDS. IT IS A GOAL OF THE ANGELS WINGS FOUNDATION THAT THE BENEFITS OF THIS UNIQUE SCHOLARSHIP PROGRAM WILL TOUCH AS MANY YOUNG PEOPLE AS POSSIBLE. FOR THAT REASON, EACH YEAR THE PROJECT WILL INSTITUTE THE SELECTION PROCESS IN A DIFFERENT PROVINCE, ENSURING THAT THE BENEFITS OF EXCELLENT TEACHING WILL SPREAD THROUGHOUT SOUTHERN THAILAND, TRANSFORMING THE REGION AND INSPIRING A NEW GENERATION OF LEARNERS. THE BANGKOK COMBINED CHOIR AND ORCHESTRA GRACE AUDITORIUM 105 WIRELESS ROAD LUMPINI PATHUMWAN BANGKOK TH 10330 2023-10-06 14550 GENERAL OPERATIONS. 14550 12/31/23 2023-12-31 TEACH FOR THAILAND FOUNDATION 10 SOI LASALLE 56 SUKHUMVIT RD BANGNA TH 10260 2023-10-06 123820 TO SUPPORT EDUCATIONAL NEEDS IN THAILAND. 123820 12/31/23 2023-12-31 THAI AMERICAN YOUTH HERITAGE PROGRAM 611 N LARCHMONT BLVD 2 LOS ANGELES CA 90004 2023-04-14 10000 TO SUPPORT CONSTRUCTIVE ACTIVITIES FOR THAI YOUTHS IN THE US IN ORDER TO PROMOTE CLOSE TIES AND BONDS BETWEEN THEM AND THAILAND SO AS TO BE PROUD OF THEIR THAI HERITAGE AND CULTURE. 10000 12/31/23 2023-12-31 FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE HERBERT SIMON IS A SUBSTANTIAL CONTRIBUTOR TO THIS FOUNDATION AND THEREFORE IS CONSIDERED A DISQUALIFIED PERSON. HE PROVIDES "SERVICE" TO ANGELS WINGS FOUNDATION INTERNATIONAL, INC. BY KEEPING ITS BOOKS AND SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THESE ARE VOLUNTARY, UNCOMPENSATED SERVICES, ACTS EXCEPTED BY THE REGULATIONS UNDER SECTION 4941. BLUEROCK HIGH INCOME INS 200000 193805 FORUM REAL ESTATE INCOME 100000 101829 1/100 BERKSHIRE HATHAWAY 615990 1085250 ALPHABET INC. 230256 577813 AMAZON 145738 303880 APPLE INC 95973 440124 ARES CAPITAL CORP 49374 52078 BLUEROCK TOTAL INCOME 100000 88711 BROADMARK REALTY CAP INC 404380 199619 CALAMOS MARKET NEUTRAL 526575 562320 CATERPILLAR INC. 54943 251320 COHEN & STEERS INST (CSRIX) 134020 135346 COHEN & STEERS PREFERRED (CPXIX) 150015 126214 FS KKR CAPITAL CORP 50945 53919 INTERNATIONAL PAPER 123592 125621 MICROSOFT CORP 780417 1589897 NESTLE S A 99360 179805 NETFLIX INC. 200851 272653 PFIZER INC 113190 112281 PHILIP MORRIS INTL 215800 246490 PROCTOR & GAMBLE 78040 175848 SPDR GOLD SHARES ETF 120415 191170 UNILEVER PLC 176272 219566 VANECK VECTORS GOLD ETF (GDX) 198608 272888 VANECK VECTORS JUNIOR ETF (GDXJ) 98992 117521 VANGUARD 500 INDEX (VFIAX) 128855 331213 VANGUARD MID CAP INDEX (VIMAX) 151774 281576 121406 121406 0 0 EQUINOX CONSERVATIVE FUND FMV 656094 656094 GOLUB CAPITAL PARTNERS INTL 11 FMV 875000 903062 GOLUB CAPITAL PARTNERS INTL 12 FMV 450000 464418 GREENBACKER RENEWABLE ENERGY FMV 312305 468048 IRRADIANT RENEWABLE OPPS PARTNERS FMV 111014 121628 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE FMV 464539 541838 KAYNE COMMERCIAL REAL ESTATE DEBT FMV 234144 233124 KAYNE LIQUID CREDIT FUND K-1 FMV 465666 461841 KAYNE SENIOR CREDIT III OFFSHORE FUND, LP FMV 865319 409254 STRUCTURAL CAPITAL INVESTMENTS III FMV 493173 482982 STRUCTURAL CAPITAL INVESTORS II FMV 32746 130623 SUNDANCE DEBT PARTNERS FMV 723293 707430 LEGAL FEES 16995 8497 8498 COST BASIS ADJUSTMENTS 1018300 OFFICE EXPENSES 3061 0 0 WEBSITE EXPENSE 5368 0 0 AWARDS CEREMONY EXPENSE 6313 0 3156 WIRE FEES 26 26 0 FILING FEES 410 0 0 FROM K-1: EQUINOX CONSERVATIVE FUND 14275 528 14275 FROM K-1: KARIP -7758 87 -7758 FROM K-1: IROPTE 35 35 35 FROM K-1: SCI III 53677 0 53677 FROM K-1: SUNDANCE DEBT PARTNERS 19 0 19 REFUNDED BANK FEES 2150 0 2150 FROM K-1: EQUINOX CONSERVATIVE FUND 6903 0 6903 FROM K-1: IROPTE 24 0 24 FOREIGN CURRENCY ADJUSTMENT 43 BROKERAGE ADVISORY FEES 82387 82387 0 CONSULTING FEES 57989 0 28994 FROM K-1S: INVESTMENT FEES 59267 57197 0 FOREIGN TAX PAID 4158 4158 0 PAYROLL TAX PAID 4526 0 4526 FEDERAL TAX PAID 4829 0 0