2025-02-26T15:10:07-06:00 2024-12-31 710603587 ERWIN & COMPANY PA 6311 RANCH DRIVE LITTLE ROCK AR 72223 990PF 2024-01-01 020606787 THE SIMONS FAMILY FOUNDATION INC SIMO 5015194020 2 JOHNSON RANCH ROAD LITTLE ROCK AR 72223 ELIZABETH CLAWSON-SIMONS SECRETARY/TREASURER 4042022053 2025-02-12 1 0 KEVIN A FREIER P00097748 5018687486 2025-02-12 2024 2025-03-06 01:10:19Z X 251515 X 850 X 6999 6999 12729 42995 12729 20578 19728 0 0 0 850 0 0 166 0 0 150 0 0 1166 0 0 25000 25000 26166 0 25000 -5588 19728 423 3851 3851 253281 244265 247664 253704 248116 251515 0 0 X 0 0 0 0 253704 248116 253704 248116 253704 248116 253704 -5588 0 248116 0 248116 BLACKROCK GLOBAL P 2004-07-27 2024-02-08 128 110 18 18 BLACKROCK GLOBAL P 2004-12-20 2024-02-08 573 527 46 46 BLACKROCK GLOBAL P 2004-12-20 2024-02-08 813 750 63 63 BLACKROCK GLOBAL P 2005-07-27 2024-02-08 296 283 13 13 BLACKROCK GLOBAL P 2005-12-19 2024-02-08 462 443 19 19 BLACKROCK GLOBAL P 2005-12-19 2024-02-08 444 425 19 19 BLACKROCK GLOBAL P 2005-12-19 2024-02-08 2285 2192 93 93 BLACKROCK LARGE CP FOCUS GROWTH FUND, INC. P 2024-08-12 10000 7326 2674 2674 BLACKROCK LARGE CP FOCUS VALUE FUND, INC. P 2024-08-12 12000 18210 -6210 -6210 CAPITAL GAINS DIVIDENDS P 15994 15994 15994 12729 274 0 274 0 274 0 0 0 0 0 0 274 0 0 0 0 0 0 0 0 0 0 1 1 AR 1 0 0 0 0 1 N/A JOE F STARR 5015194020 2 JOHNSON RANCH ROAD LITTLE ROCK AR 72223 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOE FRED STARR JR 2 JOHNSON RANCH ROAD LITTLE ROCK AR 72223 PRESIDENT 0.00 0 0 0 DR JONATHAN W SIMONS 2520 PEACHTREE ROAD UNIT 1502 ATLANTA GA 30305 VICE-PRESIDENT 0.00 0 0 0 ELIZABETH CLAWSON-SIMONS 2 JOHNSON RANCH ROAD UNIT 1502 ATLANTA GA 30305 SECRETARY-TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 250554 6154 0 256708 0 0 256708 3851 252857 12643 12643 274 274 12369 0 12369 0 12369 25000 0 25000 12369 0 0 557 15125 15682 25000 0 0 0 12369 12631 0 0 28313 0 0 0 0 0 0 557 27756 15125 12631 X PROSTATE CANCER FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 90401 NONE PUBLIC CHARITY UNDESIGNATED 1000 THE V FOUNDATION FOR CANCER RESEARCH 14600 WESTON PARKWAY CARY NC 27513 NONE PC DON'T EVER GIVE UP 21000 ST BENEDICT'S EPISCOPAL 2160 COOPER LAKE ROAD SE SMYRNA GA 30080 NONE PUBLIC CHARITY UNDESIGNATED 2300 DRESS FOR SUCCESS 1040 AVENUE OF THE AMERICAS - FLOOR 19 NEW YORK NY 10018 NONE PUBLIC CHARITY UNDESIGNATED 200 DIVISION OF FAMILY AND CHILDREN SERVICES 122 WESTGATE PLAZA BARNESVILLE GA 30204 NONE PUBLIC CHARITY SECRET SANTA FOR FOSTER CARE CHILDREN 500 25000 0 14 6999 18 12729 0 19728 0 19728 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 850 0 0 BLACKROCK LARGE CAP VALUE FUND C 52576 46355 BLACKROCK GLOBAL ALLOCATION C 39839 38843 DAVIS NY VENTURE FD CL C 55426 46190 INVESCO GLOBAL FUND CL C 27880 33350 LOOMIS SAYLES STRATEGIC INCOME FUND CLASS C 34695 31059 BLACKROCK LARGE CAP GROWTH FUND C 33849 51867 BROKER FEES 150 0 0 FEDERAL EXCISE TAX 166 0 0