2024-11-12T11:03:00-06:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2023-01-01 383905454 HERBERT SIMON FAMILY FOUNDATION HERB 3175752953 600 E 96TH STREET 510 INDIANAPOLIS IN 46240 HERBERT SIMON PRESIDENT / DIRECTOR 3176361600 2024-11-12 1 1 MARK N BERNSTEIN P00045271 3175802000 2024-11-12 2023 2024-10-15 13:58:12Z X 33103003 X 10028351 1012075 1011736 2437256 22423757 6039413 13477682 7051149 0 0 0 32732 0 0 64950 32475 32475 540863 70863 385000 1361 1361 0 26043 6043 0 9390 0 0 5370 0 0 99416 45409 0 780125 156151 417475 12882546 12882546 13662671 156151 13300021 -184989 6894998 4238128 10532871 10532871 0 123283 125242 15391035 8301138 18371014 549555 418213 406716 2046262 2110258 2167160 0 1500000 1500000 22224980 22985763 33103003 0 0 X 0 0 0 0 22224980 22985763 22224980 22985763 22224980 22985763 22224980 -184989 945772 22985763 0 22985763 FROM K-1: OVERLOOK 3G INVESTMENTS LP P 8150 8150 8150 FROM K-1: THE OVERLOOK PARTNERS FUND LP P 2020 2020 2020 FROM K-1: THE OVERLOOK PARTNERS FUND LP P 21501 -21501 -21501 PUBLICLY TRADED SECURITIES 2427673 2430062 -2389 -2389 PUBLICLY TRADED SECURITIES 2857561 2280262 577299 577299 PUBLICLY TRADED SECURITIES 7153932 4145933 3007999 3007999 PUBLICLY TRADED SECURITIES 9961803 7506586 2455217 2455217 CAPITAL GAINS DIVIDENDS P 12618 12618 12618 6039413 95840 0 95840 0 95840 24869 0 95000 0 119869 0 24029 24029 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 1 1 N/A HERBERT SIMON 3175752953 600 EAST 96TH STREET SUITE 510 INDIANPOLIS IN 46260 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RACHEL M SIMON 600 EAST 96TH STREET SUITE 510 INDIANAPOLIS IN 46240 PRESIDENT / DIRECTOR 0.10 0 0 0 HERBERT SIMON 600 EAST 96TH STREET SUITE 510 INDIANAPOLIS IN 46240 CHAIR / DIRECTOR 0.50 0 0 0 STEPHEN H SIMON 600 EAST 96TH STREET SUITE 510 INDIANAPOLIS IN 46240 DIRECTOR 0.10 0 0 0 JENNIFER K SIMON 600 EAST 96TH STREET SUITE 510 INDIANAPOLIS IN 46240 DIRECTOR 0.10 0 0 0 SARAH M SIMON 600 EAST 96TH STREET SUITE 510 INDIANAPOLIS IN 46240 DIRECTOR 0.10 0 0 0 ASHER M SIMON 600 EAST 96TH STREET SUITE 510 INDIANAPOLIS IN 46240 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 22438059 4235381 3667160 30340600 0 0 30340600 455109 29885491 1494275 1494275 95840 95840 1398435 0 1398435 0 1398435 13300021 0 13300021 1398435 0 0 5714389 6256269 7128741 9320590 9142586 37562575 13300021 0 0 0 1398435 11901586 0 0 49464161 0 0 0 0 0 0 5714389 43749772 6256269 7128741 9320590 9142586 11901586 HERBERT SIMON X CENTRAL INDIANA COMMUNITY FOUNDATION INC 615 NORTH ALABAMA STREET SUITE 119 INDIANAPOLIS IN 46204 N/A PC MAKING GRANTS TO CHARITABLE ORGANIZATIONS 12732546 KIRKUS PRIZE WINNER - ARIEL ABERG-R 65 W 36TH STREET SUITE 700 NEW YORK NY 10018 NONE I FUNDING OF ANNUAL LITERARY AWARDS THAT HONORS AUTHORS OF FICTION, NONFICTION, AND YOUNG READERS' LITERATURE. 50000 KIRKUS PRIZE WINNER - JAMES MCBRIDE 65 W 36TH STREET SUITE 700 NEW YORK NY 10018 NONE I FUNDING OF ANNUAL LITERARY AWARDS THAT HONORS AUTHORS OF FICTION, NONFICTION, AND YOUNG READERS' LITERATURE. 50000 KIRKUS PRIZE WINNER - HECTOR MARTIN 65 W 36TH STREET SUITE 700 NEW YORK NY 10018 NONE I FUNDING OF ANNUAL LITERARY AWARDS THAT HONORS AUTHORS OF FICTION, NONFICTION, AND YOUNG READERS' LITERATURE. 50000 12882546 0 14 1012075 18 2437256 0 3449331 0 3449331 0 0 0 0 0 0 0 0 0 0 X X 1 HERBERT SIMON REVOCABLE TRUST 8765 PINE RIDGE DRIVE INDIANAPOLIS IN 46260 10028351 X 1 PUBLICLY TRADED SECURITIES 10028351 2023-12-15 ACCOUNTING FEES 64950 32475 32475 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 THE HERBERT SIMON FAMILY FOUNDATION AND IS THEREFORE A DISQUALIFIED PERSON. HERB PROVIDES "SERVICE" TO THE ORGANIZATION BY SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THIS SERVICE IS PERFORMED WITHOUT COMPENSATION AND IS EXCEPTED BY THE REGULATIONS UNDER SECTION 4941. COMENITY CAP BANK 75328 74463 GOLDMAN SACHS BANK USA 54065 53909 GOLDMAN SACHS GROUP INC 50887 48873 INDUSTRIAL & COML BK CHINA 75637 73901 JPMORGAN CHASE & CO 76674 71474 MORGAN STANLEY BANK NA 85622 84096 ABBVIE INC 30503 42307 ACCENTURE PLC IRELAND CL A 29809 55444 ADOBE INC 23449 60853 ADVANCED MICRO DEVICES INC 10405 18574 AES CORP 1676 1194 AFLAC INC 2929 3795 AIR PRODUCTS & CHEMICALS INC 5505 5202 AIRBNB INC 5357 5446 ALEXANDRIA REAL ESTATE EQUITIES INC 2215 2789 ALLIANT ENERGY CORP 1376 1385 ALLSTATE CORP 4872 7139 ALPHABET INC 17383 92894 ALPHABET INC CL A 35565 61464 ALPHABET INC CL C 36173 62009 AMAZON.COM INC 171535 188405 AMERICAN EXPRESS CO 6735 12926 AMERICAN TOWER CORP 10351 9067 AMERIPRISE FINANCIAL INC 3358 3798 AON PLC 5146 7276 APPLE INC 217453 436658 APPLIED MATERIALS INC 9466 14911 ARISTA NETWORKS INC 2126 4239 ARTHUR J GALLAGHER & COMPANY 4371 9220 AT&T INC 12687 9397 ATMOS ENERGY CORP 3232 3593 AUTOMATIC DATA PROCESSING INC 7886 8154 AUTOZONE INC 4038 5171 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NETAPP INC 2250 2204 NETFLIX INC 50927 67676 NEWMONT CORP 11073 11341 NIKE INC CL B 34499 32245 NOVO NORDISK AS ADR 32148 93829 NUCOR CORP 2644 2785 NVIDIA CORP 46961 164908 O REILLY AUTOMOTIVE INC 44296 60806 OLD DOMINION FREIGHT 2504 4053 ON SEMICONDUCTOR CORP 2725 2840 ORACLE CORP 11499 18767 PACCAR INC 4478 4590 PACKAGING CORP 927 1140 PALO ALTO NETWORKS INC 22028 32437 PARAMOUNT GLOBAL 3725 1124 PAYCHEX INC 4752 6194 PAYCOM SOFTWARE INC 1845 1860 PNC FINANCIAL SERVICES GROUP INC 5737 8052 PPL CORP 1839 1789 PROGRESSIVE CORP OH 4857 6530 PROLOGIS INC 8242 10531 QUALCOMM INC 25765 30517 QUANTA SERVICES INC 2177 3884 RAYMOND JAMES FINANCIAL INC 3758 8363 ROLLINS INC 3334 3974 ROPER TECHNOLOGIES INC 5278 6542 ROSS STORES INC 4406 5120 S&P GLOBAL INC 6967 9251 SALESFORCE.COM INC 14741 19736 SBA COMMUNICATIONS CORP 3370 3298 SCHWAB CHARLES CORP 7610 9563 SEMPRA ENERGY 4526 5231 SERVICENOW INC 10524 12717 SHELL PLC 50823 54351 SHERWIN WILLIAMS CO 4674 6550 SIMON PROPERTY GROUP INC 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