2026-02-18T14:00:11-06:00 2025-06-30 953288054 WRIGHT FORD YOUNG & CO 16140 SAND CANYON AVENUE IRVINE CA 92618 990PF 2024-07-01 272399226 RONALD M SIMON FAMILY FOUNDATION SIMO 9493733500 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 RANDY THOMPSON VP FINANCE 9493733500 2026-02-16 1 1 RYAN WORKING CPA P00892285 9499102727 2026-02-16 2024 2025-03-06 01:10:19Z X 14995131 X 12255504 1015 1015 1015 494278 494278 494278 0 0 12750797 495293 495293 650398 0 0 650398 3316082 0 0 3316082 85499 0 0 85499 17305 0 0 17305 37690 0 0 37690 26509 10619 0 15890 1567 0 0 479504 0 0 479504 11913 0 0 11913 1695992 0 0 1695893 6322459 10619 0 6310174 3756454 3346864 10078913 10619 0 9657038 2671884 484674 495293 13641171 14630711 14630711 1307 126379 1307 1307 66677 361545 361545 28884 27316 3136 1568 1568 13837363 14995131 14995131 79664 34173 6354729 4846892 437395 476607 6871788 5357672 X 6965575 9637459 6965575 9637459 13837363 14995131 6965575 2671884 0 9637459 0 9637459 6737 0 6737 0 6737 54800 0 0 0 54800 128 47935 47935 0 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 1 1 1 0 0 1 WWW.SIMONSCHOLARS.ORG RANDY THOMPSON 9497201116 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 ALEX CALEBRESE 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR 0.00 0 0 0 BENJAMIN DRUTMAN 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 PRESIDENT 40.00 312000 32306 3000 GARY SINGER ESQ 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 CHAIRMAN 0.00 0 0 0 GILBERT LEVASSEUR JR 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR 0.00 0 0 0 JAMES B FREEDMAN 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR 0.00 0 0 0 JAMES V MAZZO 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR 0.00 0 0 0 JIM DOTI 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR 0.00 0 0 0 KATHY SIMON ABELS 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 VICE-CHAIR 40.00 256320 40172 6600 RANDY THOMPSON 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 TREASURER 0.00 0 0 0 RONALD M SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 FOUNDING CHAIRMAN 0.00 0 0 0 SANDI SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR 0.00 0 0 0 STEVEN H SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR 0.00 0 0 0 ANDRES ROBLES JR 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 EXECUTIVE DIRECTOR 40.00 201789 20179 1100 GAIL KAIRIS 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 EXECUTIVE DIRECTOR 40.00 177038 39801 1200 ERIKA LIMA ENZ 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 DIRECTOR OF PROGRAM 40.00 150838 13800 550 EMILY HUDSON 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 EXECUTIVE ASSISTANT 40.00 106458 9581 550 JOHNNA CORONA 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 EXECUTIVE ASSISTANT 40.00 106925 2138 550 0 NONE 0 THE SIMON SCHOLARSHIP PROGRAM FACILITATES STUDENTS WITH DIFFICULT LIFE AND ECONOMIC CIRCUMSTANCES IN THEIR QUESTS TO ACHIEVE THE AMERICAN DREAM THROUGH A COLLEGE EDUCATION. SCHOLARSHIPS ARE PROVIDED FOR TUITION, EXPENSES AND LIFE-SKILLS DEVELOPMENT. 0 0 0 14135941 0 14135941 0 0 14135941 212039 13923902 696195 X 9657038 0 9657038 2011-02-22 X 495293 517150 173598 30831 1216872 420999 439578 147558 26206 1034341 9657038 9098730 6909788 4923433 30588989 0 0 6418 6500 12918 9657038 9098730 6903370 4916933 30576071 0 0 464130 344767 195665 151014 1155576 0 0 0 0 KATHY S ABELS PHD 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 9493733500 KABELS@SIMONFOUNDATION.NET PLEASE REFER TO WWW.SIMONSCHOLARS.ORG FOR DETAILS. PLEASE REFER TO WWW.SIMONSCHOLARS.ORG FOR DETAILS. PLEASE REFER TO WWW.SIMONSCHOLARS.ORG FOR DETAILS. ARTS & LEARNING CORPORATION 151 KALMUS DRIVE G2G3 COSTA MESA CA 92626 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 2510 BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE 1801 E EDINGER AVENUE 101 SANTA ANA CA 92705 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 1061 BRACKEN'S CHICKEN 13941 NATILUS DRIVE GARDEN GROVE CA 92843 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 50368 CANNINE COMPANION PO BOX 446 SANTA ROSA CA 95402 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 1000 CASA TERESA INC PO BOX 429 ORANGE CA 92856 NONE PC/POF TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 5005 CHAPMAN UNIVERSITY ONE UNIVERSITY DRIVE ORANGE CA 92866 NONE PC/POF TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 110000 CHOC CHILDREN'S FOUNDATION 1201 WEST LA VETA AVE ORANGE CA 92868 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 34171 CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 7500 COMMUNITY SERVICE PROJECT HOPE ALLIANCE 1954 PLACENTIA AVENUE NO 202 COSTA MESA CA 92627 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 75000 HISPANIC 100 FOUNDATION 18012 SKY PARK CIRCLE 200 IRVINE CA 92614 NONE 501(C)(3) EXEMPT ORG GENERAL OPERATING EXPENSES 10000 CALIFORNIA HISPANIC CHAMBER OF COMMERCE 1510 J STREET SUITE 210 SACRAMENTO CA 95814 NONE 501(C)(6) TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 10000 HOPE BUILDERS 801 N BROADWAY SANTA ANA CA 92701 NONE 501(C)(3) EXEMPT ORG GENERAL OPERATING EXPENSES 10000 ILLUMINATION FOUNDATION 2871 PULLMAN ST SANTA ANA CA 92705 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 1076 IMPACTGIVING 26100 NEWPORT ROAD STE A12 PMB 277 MENIFEE CA 92584 NONE PC/POF TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 23805 THE LITERACY PROJECT 525 SUPERIOR AVENUE NEWPORT BEACH CA 92663 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 20000 BOYS AND GIRLS CLUB 1275 PEACHTREE STREET NE ATLANTA GA 30309 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 1500 ORANGE COUNTY COMMUNITY FOUNDATION 19200 VON KARMEN AVENUE SUITE 700 IRVINE CA 92612 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 535 ORANGE COUNTY MUSIC AND DANCE INC 17620 FITCH AVE SUITE 160 IRVINE CA 92614 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 1000000 PRETEND CITY THE CHILDREN'S MUSEUM OF ORANGE COUNTY 29 HUBBLE IRVINE CA 92618 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 27700 SCHOLARSHIPS TO UNIVERSITY STUDENTS C/O 901 CALLE AMANECER STE 150 SAN CLEMENTE CA 92673 N/A TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 1737251 SIMON BUILDERS PROGRAM - SEE ATTACHED DETAIL 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 NONE PC/POF TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 274 SIMON SCHOLARS FOUNDATION 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 NONE PC/POF TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 1028 SOUTHERN CALIFORNIA HOSPICE FOUNDATION 3200 PARK CENTER DRIVE 380 COSTA MESA CA 92626 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 10000 TEEN PROJECT 8140 SUNLAND BVLD SUN VALLEY CA CA 91352 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 53000 THE WOODEN FLOOR 1810 NORTH MAIN STREET SANTA ANA CA 92706 NONE 501(C)(3) EXEMPT ORG GENERAL OPERATING EXPENSES 4080 UC IRVINE FOUNDATION 11 THEORY IRVINE CA 92617 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 25000 VETERAN'S RELIEF FOUNDATION 25921 TREE TOP RD LAGUNA HILLS CA 92653 NONE 501(C)(3) EXEMPT ORG TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 50000 YOUNG LIVES REDEEMED 1105 E COMMONWEALTH STE A2 FULLERTON CA 92831 NONE PC/POF TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 75000 3346864 ACCRUE CHAPMAN PA PLEDGE 2025-2029 ONE UNIVERSITY DRIVE ORANGE CA 92866 NONE PC/POF TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE. 409590 409590 14 1015 14 494278 0 495293 0 495293 0 0 0 0 0 0 0 0 0 0 X X 1 RONALD M SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 479504 X X 2 SUN FAMILY FOUNDATION 17600 NEWHOPE STREET FOUNTAIN VALLEY CA 92708 1755000 X 3 RONALD M SIMON 620 NEWPORT CENTER DRIVE 12TH FLOOR NEWPORT BEACH CA 92660 10020000 X 1 RENT & PARKING EXPENSES (IN-KIND CONTRIBUTION) - $479,504 479504 ACCOUNTING FEES 37690 0 0 37690 SOFA 2017-08-23 1086 1059 SL 7.000000000000 27 0 27 TV FOR NEW OFFICE IN SAN MARCOS 2018-09-26 977 977 SL 5.000000000000 0 0 0 MICROWAVE FOR NB OFFICE 2018-10-30 204 204 SL 5.000000000000 0 0 0 AMAZON - APPLE TV AND NETGEAR 2018-10-30 322 322 SL 5.000000000000 0 0 0 APPLIANCES FOR NB KITCHEN 2018-10-30 218 218 SL 5.000000000000 0 0 0 XEROX WORK CENTRE FOR SD OFFICE 2018-12-04 464 464 SL 5.000000000000 0 0 0 NEW REFRIGERATOR FOR OFFICE PLUS 2018-12-04 1521 1521 SL 5.000000000000 0 0 0 FURNITURE FOR SD OFFICE 2018-12-24 1862 1862 SL 5.000000000000 0 0 0 FURNITURE AND FILING CABINETS FOR NB 2019-01-23 1763 1763 SL 5.000000000000 0 0 0 TABLES FOR NEWPORT OFFICE 2019-01-29 1812 1812 SL 5.000000000000 0 0 0 TABLE FOR NEWPORT OFFICE 2019-03-20 1890 1513 SL 5.000000000000 0 0 0 TANGRAM OFFICE CUBICLES 2021-10-31 7837 4179 SL 5.000000000000 1567 0 1567 SOFA 1086 1086 0 TV FOR NEW OFFICE IN SAN MARCOS 977 977 0 MICROWAVE FOR NB OFFICE 204 204 0 AMAZON - APPLE TV AND NETGEAR 322 322 0 APPLIANCES FOR NB KITCHEN 218 218 0 XEROX WORK CENTRE FOR SD OFFICE 464 464 0 NEW REFRIGERATOR FOR OFFICE PLUS 1521 1521 0 FURNITURE FOR SD OFFICE 1862 1862 0 FURNITURE AND FILING CABINETS FOR NB 1763 1763 0 TABLES FOR NEWPORT OFFICE 1812 1812 0 TABLE FOR NEWPORT OFFICE 1890 1513 377 TANGRAM OFFICE CUBICLES 7837 5746 2091 LEGAL FEES 17305 0 0 17305 BANK FEES 199 0 0 100 DUES AND SUBSCRIPTIONS 53564 0 0 53564 INSURANCE 36224 0 0 36224 LICENSES AND FEES 298287 0 0 298287 MARKETING 61269 0 0 61269 MEALS AND ENTERTAINMENT 24384 0 0 24384 MISC. EXPENSES 14361 0 0 14361 OFFICE SUPPLIES 16111 0 0 16111 POSTAGE 1457 0 0 1457 EQUIPMENT RENTS 1093 0 0 1093 SCHOLARSHIP ACADEMIC PROGRAMS 279804 0 0 279804 SCHOLARSHIP COMPUTERS 82748 0 0 82748 SCHOLARSHIP EVENTS 636530 0 0 636530 TELEPHONE 4192 0 0 4192 TRAINING AND DEVELOPMENT 71033 0 0 71033 VOLUNTEER/MENTOR SERVICES 944 0 0 944 RECRUITING AND ONBOARDING 7581 0 0 7581 FACILITIES EXPENSE 106211 0 0 106211 ACCRUED VACATION 127370 128960 ACCRUED PAYROLL 117863 170418 OTHER ACCRUED LIABILITIES 192162 177229 INVESTMENT FEES 10619 10619 0 0 OUTSIDE CONTRACTORS 15890 0 0 15890 RONALD M SIMON 620 NEWPORT CENTER DRIVE 12TH FL NEWPORT BEACH CA 92660 SUN FAMILY FOUNDATION 17600 NEWHOPE STREET FOUNTAIN VALLEY CA 92708