2024-08-12T14:04:00-07:00 2023-12-31 841063568 Trimble Weist Dye & Ezra CPAs 5990 Greenwood Plaza Blvd Suite 203 Greenwood Village CO 80111 990PF 2023-01-01 822992313 Margo Simons Family Foundation MARG 4152186045 C/O Stifel 221 East Fourth Street 2 Cincinnati OH 45202 Margo L Simons President 2024-08-12 true true Deborah L Dye P00047248 3032208899 2023 2024-08-08 14:25:15Z X 4097755 X X 11190 11190 11190 101276 101276 101276 -64244 1374328 77 48222 112466 112543 1548 1548 6400 3200 3200 11532 11532 91 91 4265 365 23836 15188 4748 92600 92600 116436 15188 97348 -68214 97278 112543 20917 345441 345441 4602 2818 4602 4602 3325715 2931193 3747712 3349450 3281236 4097755 0 X 3349450 3281236 3349450 3281236 3349450 3281236 3349450 -68214 3281236 3281236 Capital Gain Dividends P 2020-01-01 2023-07-01 31 31 31 Stifel account-detail attached P 2023-01-01 2023-07-01 4728 4651 77 77 Stifel account-detail attached P 2020-01-01 2023-07-01 1369569 1433921 -64352 -64352 -64244 77 1352 1352 1352 3000 3000 1648 1648 false false false false false false false true true OH true false false false false true N/A Margo Simons 4152186045 1815 Fir Hill Drive Saint Helena CA 94576 false false false false false false false false false false false false false false false false false false false false false false Margo L Simons 1815 Fir Hill Drive Saint Helena CA 94576 President 0.50 0 Elizabeth Emge Fdn Source 501 Silverside Rd Wilmington DE 198091377 Secretary 0.50 0 NONE NONE 3793400 44421 0 3837821 0 3837821 57567 3780254 189013 189013 1352 1352 187661 187661 187661 97348 97348 187661 3065068 3065068 97348 0 97348 90313 90313 2974755 0 2974755 2974755 Margo L Simons X St Helena Hospital Foundation 10 Woodland Rd St Helena CA 94574 none 501(c)(3) General & Unrestricted 22600 Montessori Origina Foundation 1241 Adams Street Suite 1061 St Helena CA 94574 none 501(c)(3) General & Unrestricted 25000 Rianda House 1475 Main Street St Helena CA 94574 none 501(C)(3) General & Unrestricted 1000 French-American Cultural Foundation 3101 Wisconsin Ave NW Washington DC 20016 none 501(c)(3) General & Unrestricted 4000 The Napa Comm Firewise Fdn 3299 Claremont Way Suite 2 Napa CA 94558 none 501(c)(3) General & Unrestricted 15000 Yountville Community Church PO Box 3716 Yountville CA 94599 none 501(c)(3) General & Unrestricted 25000 92600 14 11190 14 101276 18 31 -64275 112497 -64275 48222 false false false false false false false false false false Tax Preparation 6400 3200 0 3200 Corporate Stock see attached 2931243 3747712 Pending adjustment nontaxable dividend 50 Legal fees 1548 0 0 1548 Bank fees 15 15 0 0 Investment Management Services 11517 11517 0 0 990-PF Estimated Tax for 2023 3000 990-PF tax for 2022 900 Foreign Tax 365 365