2025-11-14T09:32:56-06:00 2024-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2024-01-01 043730022 ANGELS WINGS FOUNDATION INTERNATIONAL INC ANGE 3176361600 PO BOX 40857 INDIANAPOLIS IN 462400857 PORNTIP BUI SIMON PRESIDENT 3176361600 2025-11-10 1 1 MARK N BERNSTEIN P00045271 3175802000 2025-11-10 2024 2025-03-06 01:10:19Z X 16842798 X 1018552 465 465 635067 623723 -215987 2480730 198174 52822 473 1490919 822835 30000 0 30000 18000 0 18000 73 36 37 214440 148572 28370 23607 23607 0 24299 3819 4777 24323 35 3633 334742 176069 84817 617020 617020 951762 176069 701837 539157 646766 149893 234902 234902 1889 5651 1889 1889 121406 0 0 5044375 5249747 10614774 300000 300000 300110 5683293 5879765 5691123 11304618 11666303 16842798 0 0 X 0 0 0 0 11304618 11666303 11304618 11666303 11304618 11666303 11304618 539157 29 11843804 177501 11666303 FROM K-1: KARIP, L.P. P 15758 38665 -22907 -22907 FROM K-1: KLCF, L.P. P 13547 -13547 -13547 FROM K-1: SCI III, L.P. P 14010 -14010 -14010 PUBLICLY TRADED SECURITIES 1634187 1187705 446482 446482 PUBLICLY TRADED SECURITIES 786808 1020446 -233638 -233638 FROM K-1: SC II, L.P. P 2028 2624 -596 -596 FROM K-1: EQUINOX CONSERVATIVE FUND P 5559 5559 0 0 FROM K-1: EQUINOX CONSERVATIVE FUND P 36253 36253 36253 CAPITAL GAINS DIVIDENDS P 137 137 137 198174 8990 0 8990 0 8990 8754 0 6400 0 15154 110 6054 6054 0 0 0 0 0 0 0 0 0 0 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 102980 0 0 9449432 175974 5693012 15318418 0 0 15318418 229776 15088642 754432 754432 8990 8990 745442 0 745442 0 745442 701837 0 701837 745442 0 0 116026 145553 27563 63933 155357 508432 701837 0 0 0 701837 0 43605 43605 464827 0 0 0 0 0 0 72421 392406 145553 27563 63933 155357 HERBERT SIMON X ART CENTER COLLEGE OF DESIGN 1700 LIDA ST PASADENA CA 91103 NONE I SCHOLARSHIPS, $10,000 FOR CHINANART SUKITJAVANICH, $10,000 FOR CHINAPA SOPHIE SUKITJAVANICH 20000 BINGHAMTON UNIVERSITY BRIGHAM YOUNG UNIVERSITY-PROVO PROVO UT 84602 NONE I SCHOLARSHIP FOR MINDY LEU 10000 CAL POLY STATE UNIVERSITY ADMINISTRATION 131-E SAN LUIS OBISPO CA 93407 NONE I SCHOLARSHIP FOR VARATTAYA WUTTIJUMNONG 10000 CALIFORNIA STATE UNIV LONG BEACH 1250 BELLTOWER BLVD LONG BEACH CA 90840 NONE I SCHOLARSHIP FOR BRIANNA WONGSUPHAKPHAN 10000 CERRITOS COLLEGE 11110 ALONDRA BLVD NORWALK CA 90650 NONE I SCHOLARSHIP FOR JAMINA PHOMMACHANH 5000 CHULALONGKORN UNIVERSITY 254 PHAYA THAI RD WANG MAI PATHUM WAN BANKOK TH 10330 NONE I SCHOLARSHIP FOR CHAYAKAN RASSAMEECHAROENCHAI 3265 CORNELL UNIVERSITY 341 PINE TREE ROAD ITHACA NY 14850 NONE I SCHOLARSHIP FOR WILMAN VLACH 10000 CYPRESS COLLEGE 9200 VALLEY VIEW ST CYPRESS CA 90630 NONE I SCHOLARSHIP FOR VINCE VATCHARASUMPHUN 5000 GREEN RIVER COLLEGE 12401 SE 320TH ST AUBURN WA 98092 NONE I SCHOLARSHIP FOR PITCHAYA NIRUNSUKSIRI 5000 HARVARD UNIVERSITY 801 SMITH CAMPUS CENTER CAMBRIDGE MA 02138 NONE I SCHOLARSHIP FOR JESSICA SHIFLETT 2500 HUDSON VALLEY COMMUNITY COLLEGE 80 VANDENBURGH AVE TROY NY 12180 NONE I SCHOLARSHIP FOR KORNSASI SANG-ON 5000 KING MONGKUT'S INSTITUTE OF TECHNOL 1 CHALONG KRUNG 1 ALLEY LAT KRABANG BANGKOK TH 10520 NONE I SCHOLARSHIP FOR CHALYAPAT PHUCHALYANAN 812 LOS MEDANOS COLLEGE 2700 E LELAND RD PITTSBURG CA 94565 NONE I SCHOLARSHIP FOR EMERALD PHUANGSRI 5000 MAE FAH LUANG UNIVERSITY 1 333 THA SUT MUEANG CHIANG RAI DISTRICT CHIANG RAI TH 57100 NONE I SCHOLARSHIP FOR APIWATH MALEESRISAWAI 978 MAHIDOL UNIVERSITY 999 PHUTTHAMONTHON SAI 4 RD SALAYA PHUTTHAMONTHON DISTRICT NAKHON PATHOM TH 73170 NONE I SCHOLARSHIP FOR ITTIKORN MEKSUJIT 1929 MIAMI UNIVERSITY 501 E HIGH ST OXFORD OH 45056 NONE I SCHOLARSHIP FOR NATALIE PFAHL 10000 NARESUAN UNIVERSITY 999 THA PHO MUEANG PHITSANULOK DISTRICT PHITSANULOK TH 65000 NONE I SCHOLARSHIP FOR YUWARIN CHAITHON 1490 OHIO STATE UNIVERSITY 281 W LANE AVE COLUMBUS OH 43210 NONE I SCHOLARSHIP FOR PATARANON BOONTAGARNON 10000 PENNSYLVANIA STATE UNIVERSITY 201 OLD MAIN UNIVERSITY PARK PA 16802 NONE I SCHOLARSHIPS, $10,000 FOR KEHAPLOY KAMONPANYAKUL, $10,000 FOR PANAKIDUS DISKUL 20000 PRINCE OF SONGKLA UNIVERSITY PATTAN 1816 CHAROEN RD RUSAMILAE MUEANG PATTANI DISTRICT PATTANI TH 94000 NONE I SCHOLARSHIP FOR FUDAINEE HABAWAE 1044 PURDUE UNIVERSITY 610 PURDUE MALL WEST LAYFAYETTE IN 47907 NONE I SCHOLARSHIPS, $10,000 FOR ABIGAIL POLLPETER, $10,000 FOR GAVIN ALBERT, $10,000 FOR KOON KLIEOPATINON, $5,000 FOR MANICA GONZALEZ 35000 RINGLING COLLEGE OF ART AND DESIGN 2700 N TAMIAMI TRL SARASOTA FL 34234 NONE I SCHOLARSHIP FOR TY FUNES 10000 SAINT LOUIS UNIVERSITY ONE NORTH GRAND BLVD ST LOUIS MO 63103 NONE I SCHOLARSHIP FOR NARATTIORN JONES 10000 SILPAKORN UNIVERSITY PHETCHABURI IN 1 CHA-AM - PRANBURI BYPASS RD SAM PHRAYA CHA-AM DISTRICT PHETCHABURI TH 76120 NONE I SCHOLARSHIP FOR PAWANRAT JARUWATTANAPONG 987 SRINAKHARINWIROT UNIVERSITY 114 SUKHUMVIT 23 WATTANA DISTRICT BANGKOK TH 10110 NONE I SCHOLARSHIP FOR KASIRA KOMARADAT 1397 STEVENS INSTITUTE OF TECHNOLOGY 1 CASTLE POINT TERRACE HOBOKEN NJ 07030 NONE I SCHOLARSHIP FOR ARADA KATE BUDDHANI 10000 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 115240 TEXAS AM UNIVERSITY - COLLEGE STATI 400 BIZZELL ST COLLEGE STATION TX 77843 NONE I SCHOLARSHIPS, $10,000 FOR TANNIE TRUONG, $10,000 FOR TITAREE BOONPLUENGNAI 20000 THE BANGKOK COMBINED CHOIR AND ORCHESTRA GRACE AUDITORIUM 105 WIRELESS ROAD LUMPINI PATHUMWAN BANGKOK TH 10330 N/A NC GENERAL OPERATIONS; EXPENDITURE RESPONSIBILITY EXERCISED 15217 UNIVERSITY OF CALIFORNIA BERKELEY 201 SPROUT HALL 1960 BERKELEY CA 94720 NONE I SCHOLARSHIPS, $2,500 FOR CHANYA NGUYEN, $10,000 FOR KYLIE HUANG, $10,000 FOR OLIVER LINCOLN SAELAO 22500 UNIVERSITY OF CALIFORNIA DAVIS 1100 DULTON HALL ONE SHIELDS AVE DAVIS CA 95616 NONE I SCHOLARSHIP FOR ALEXANDRA LAITIPAYA 10000 UNIVERSITY OF CALIFORNIA IRVINE 102 ALDRICH HALL IRVINE CA 92697 NONE I SCHOLARSHIPS, $10,000 FOR ADRIANA OLTMAN, $10,000 FOR KATELYN KONG, $10,000 FOR THEODORE CARTSONIS, $10,000 FOR THITICHAYA MANEERAT 40000 UNIVERSITY OF CALIFORNIA LA BOX 957089-1125 MURPHY HALL 405 HILGARD AVE LOS ANGELES CA 90095 NONE I SCHOLARSHIP FOR NATISHA PATIRUPANANDA 10000 UNIVERSITY OF CALIFORNIA RIVERSIDE 900 UNIVERSITY AVE RIVERSIDE CA 92521 NONE I SCHOLARSHIP FOR PAVARISA PRUEKCHUAYTAP 10000 UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE MAIL CODE 0013 LA JOLLA CA 92093 NONE I SCHOLARSHIPS, $10,000 FOR ALISHA KEAWKINGKEOW, $10,000 FOR LUKE PINON, $10,000 FOR NATCHANOND WATANAHARUETAI, $10,000 FOR NATTAWARA CHAIKONG 40000 UNIVERSITY OF CALIFORNIA SANTA BARB 2103 SAASB SANTA BARBARA CA 93106 NONE I SCHOLARSHIP FOR WATSON REIWTAVEE 10000 UNIVERSITY OF ILLINOIS AT CHICAGO 1200 W HARRISON ST CHICAGO IL 60607 NONE I SCHOLARSHIP FOR ISSAYA TANASUPOL 10000 UNIVERSITY OF MARY WASHINGTON 1301 COLLEGE AVENUE FREDRICKSBURG VA 22401 NONE I SCHOLARSHIP FOR MALI KLEIV 10000 UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES FL 33146 NONE I SCHOLARSHIP FOR MAXWELL RONACHAI MANADEE 10000 UNIVERSITY OF SOUTHERN CALIFORNIA 700 CHILDS WAY JHH 325 LOS ANGELES CA 90089 NONE I SCHOLARSHIPS, $10,000 FOR AUSTIN SUVUNNAPAPH, $5,000 FOR KENADI KAEWMANAPRASERT, $10,000 FOR NATNISHA SANGLIMSUWAN, $10,000 FOR SHERWIN SHAMS 35000 UNIVERSITY OF TEXAS AT AUSTIN 2515 SPEEDWAY AUSTIN TX 78712 NONE I SCHOLARSHIPS, $10,000 FOR ATHITIYA SINGHAPAN, $10,000 FOR CADEN KOERNER, $10,000 FOR KAMIN KLIEOPATINON, $10,000 FOR TARA SUTTITUM 40000 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 1930 UNIVERSITY OF WASHINGTON 1400 NE CAMPUS PARKWAY SEATTLE WA 98195 NONE I SCHOLARSHIP FOR KATREEYA ONG 10000 WESTERN UNIVERSITY 114 TAMBON LAT SAWAI AMPHOE LAM LUK KA CHANG WAT PATHUM TH 12150 NONE I SCHOLARSHIP FOR NARUETHAI CHOMUEAN 2731 617020 0 14 465 901101 4113 14 630954 14 52822 901101 5559 18 -221546 9672 462695 0 472367 0 0 0 0 0 0 0 0 0 0 X X 1 HERBERT SIMON PO BOX 7033 INDIANAPOLIS IN 46207 1016770 X 1 PUBLICLY TRADED SECURITIES 1016770 2024-12-31 TEACH FOR THAILAND FOUNDATION 10 SOI LASALLE 56 SUKHUMVIT RD BANGNA TH 10260 2024-08-23 115240 TO SUPPORT EDUCATIONAL NEEDS IN THAILAND. 115240 12/31/24 2024-12-31 THE BANGKOK COMBINED CHOIR AND ORCHESTRA GRACE AUDITORIUM 105 WIRELESS ROAD LUMPINI PATHUMWAN BANGKOK TH 10330 2024-12-09 15217 GENERAL OPERATIONS. 15217 12/31/24 2024-12-31 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 195452 FORUM REAL ESTATE INCOME 100000 104658 1/100 BERKSHIRE HATHAWAY 615990 1361840 ALPHABET INC. 255325 865989 AMAZON 229272 517321 APPLE INC 139491 708939 ARES CAPITAL CORP 149365 164525 BLUEROCK TOTAL INCOME 100000 78617 BROADCOM INC 14314 53323 CALAMOS MARKET NEUTRAL 538490 604087 CATERPILLAR INC. 54943 308346 COHEN & STEERS PREFERRED (CPXIX) 150015 131786 ELI LILLY AND CO 38003 49408 FS KKR CAPITAL CORP 150946 164702 GMO U S QUALITY ETF 405000 479550 INTUITIVE SURGICAL INC 16038 37059 JPMORGAN CHASE & CO 383651 543902 META PLATFORMS INC 30477 48012 MICROSOFT CORP 328389 1097165 NESTLE S A 99360 127044 NETFLIX INC. 222593 564206 NVIDIA CORP 213935 617734 SPDR GOLD SHARES ETF 120415 242130 UNITEDHEALTH GROUP INC 26580 38445 VANECK VECTORS GOLD ETF (GDX) 198608 298408 VANECK VECTORS JUNIOR ETF (GDXJ) 98992 132525 VANGUARD 500 INDEX (VFIAX) 128855 408576 VANGUARD MID CAP INDEX (VIMAX) 151774 317912 VISA INC 21543 44245 VISTRA CORP 16068 89202 WELLS FARGO & CO 351315 519776 EQUINOX CONSERVATIVE FUND FMV 692016 692016 GOLUB CAPITAL PARTNERS INTL 11 FMV 875000 900111 GOLUB CAPITAL PARTNERS INTL 12 FMV 450000 462916 GREENBACKER RENEWABLE ENERGY FMV 300344 448751 IRRADIANT RENEWABLE OPPS PARTNERS FMV 363758 394472 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE FMV 450389 569497 KAYNE COMMERCIAL REAL ESTATE DEBT FMV 232727 231922 KAYNE LIQUID CREDIT FUND K-1 FMV 484601 485370 KAYNE SENIOR CREDIT III OFFSHORE FUND, LP FMV 865319 321727 STRUCTURAL CAPITAL INVESTMENTS III FMV 350333 377206 STRUCTURAL CAPITAL INVESTORS II FMV 29743 34229 SUNDANCE DEBT PARTNERS FMV 785535 772906 LEGAL FEES 73 36 37 COST BASIS ADJUSTMENTS 177501 OFFICE EXPENSES 8803 0 0 WEBSITE EXPENSE 8215 0 0 AWARDS CEREMONY EXPENSE 7266 0 3633 WIRE FEES 35 35 0 FROM K-1S: NONDEDUCTIBLE EXPENSE 4 0 0 FROM K-1: EQUINOX CONSERVATIVE FUND 2570 231 2570 FROM K-1: KARIP 365 225 365 FROM K-1: IROPTE 17 17 17 FROM K-1: SCI III 49797 0 49797 FROM K-1: SUNDANCE DEBT PARTNERS 73 0 73 FOREIGN CURRENCY ADJUSTMENT 29 BROKERAGE ADVISORY FEES 102980 102980 0 CONSULTING FEES 56740 0 28370 FROM K-1S: INVESTMENT FEES 54720 45592 0 FOREIGN TAX PAID 3857 3819 0 PAYROLL TAX PAID 4777 0 4777 FEDERAL TAX PAID 15665 0 0