The Simon Charitable Foundation
The Simon Charitable Foundation is a private foundation, based in Santa Fe, NM. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 6 grants totaling $45K. Net investment income was $46K.
The Simon Charitable Foundation at a glance
In short: The Simon Charitable Foundation gave $45K across 6 grants in 2025 (avg $8K), mostly in New Mexico. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $45,000
- -47.1% vs 2024
- Grants made (2025)
- 6
- -33.3% vs 2024
- Average grant
- $7,500
- -20.7% vs 2024
- Median grant
- $5,000
- Total assets
- $2,138,996
- +53.1% vs 2024
- Primary geography
- New Mexico (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who The Simon Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Santa Fe Community Foundation ($20K). Together the top 6 received $45K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 30 grants of 32 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How The Simon Charitable Foundation gives
- Giving fell 55% from 2022 to 2025. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $45K (2025) to $353K (2019). In 2025 it made 6 grants totaling $45K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Santa Fe Community Foundation Santa Fe, NM | Learning and Education Fund | $20,000 |
| United World College Montezuma, NM | Scholarships | $5,000 |
| Think New Mexico Santa Fe, NM | Programming | $5,000 |
| Center of Southwest Culture Albuquerque, NM | Programming | $5,000 |
| College and Career Plaza Santa Fe, NM | Programming | $5,000 |
| Partners in Education Foundation Santa Fe, NM | Charitable | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2025 | $2,138,996 | $2,050,989 | $1,261,450 | $45,000 | 6 | $1,239,219 | $46,441 |
| 2024 | $1,396,689 | $1,340,915 | $1,239,652 | $85,130 | 9 | $1,174,925 | $50,222 |
| 2023 | $1,341,238 | $1,328,508 | $1,571,555 | $168,080 | 7 | $1,549,839 | $30,918 |
| 2022 | $1,542,464 | $1,747,325 | $1,478,752 | $100,000 | 6 | $1,444,014 | — |
| 2021 | $1,378,696 | $1,713,354 | $1,424,054 | $60,000 | 4 | — | $11,254 |
| 2020 | $996,482 | $1,664,061 | $1,376,387 | $52,500 | 7 | — | $23,061 |
| 2019 | $798,161 | $1,598,004 | $1,440,552 | $352,829 | 9 | — | $17,160 |
Leadership & Key People
Officers and directors from IRS filings
The Simon Charitable Foundation's 2025 filing lists 6 officers; 4 of 6 officers listed in 2025 are compensated.
Officers on the 2025 filing
Alan Marks
Secretary
Secretary & Assistant Treasurer → Secretary, 2024
On filings since 2019
8 hrs/week
$43K (2019) → $53K (2025)
Steve Simon
Executive Ch
Chairman of the Board & President → Executive Chairman of the Board, 2021
Executive Chairman of the Board → Executive Ch, 2024
On filings since 2019
40 hrs/week
$232K (2019) → $120K (2025)
Elisha Nash
Executive Di
Executive Director → Executive Di, 2024
On filings since 2022
40 hrs/week
$131K (2022) → $160K (2025)
Susan Talkington
COO
Chief Operating Officer → COO, 2024
On filings since 2022
40 hrs/week
$111K (2022) → $113K (2025)
Melynn Schuyler
Vice President & Treasurer
On filings since 2019
2 hrs/week
No compensation reported
Victoria Mora
Assistant Secretary
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $160K, to Elisha Nash (Executive Di). 4 officers or directors reported compensation on that filing.
Frequently asked questions about The Simon Charitable Foundation
How much does The Simon Charitable Foundation give each year?
The Simon Charitable Foundation gave $45K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $85K across 9 grants.
What is The Simon Charitable Foundation's typical grant size?
The Simon Charitable Foundation's median grant in 2025 was $5,000, and its average grant was $7,500, across 6 grants on its 2025 IRS Form 990-PF.
Where does The Simon Charitable Foundation give grants?
The Simon Charitable Foundation gives mostly in New Mexico: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Santa Fe, NM (4 grants).
Does The Simon Charitable Foundation give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on The Simon Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Programming" (3 grants).
Who are The Simon Charitable Foundation's largest grantees?
The Simon Charitable Foundation's largest 2025 grantees include Santa Fe Community Foundation ($20,000), United World College ($5,000) and Think New Mexico ($5,000), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.
How large is The Simon Charitable Foundation?
The Simon Charitable Foundation reported $2.1M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $2.1M.
What is The Simon Charitable Foundation's EIN?
The Simon Charitable Foundation's EIN (Employer Identification Number) is 27-3309123. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 24, 2020)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in The Simon Charitable Foundation's focus areas in our free grants database
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New Mexico Community Foundation
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The New Mexico Community Foundation funds community initiatives in areas including education, arts and culture, rural development, Indigenous communities, the environment, health, and family well-being. Its 2024 grants ranged from $5,500 to $265,000, with a median of $30,000; most grant dollars went to New Mexico, with some going to organizations in other states. The profile does not state whether it accepts unsolicited requests.
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Lannan Foundation
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Lannan Foundation supports contemporary artists and writers, cultural freedom and creativity, and Native activists in rural Indigenous communities, funding projects and organizations nationally, with grantmaking historically including Santa Fe and the Southwest. Its 2025 grants ranged from $100 to $70 million, with a median of $103,250, though large grants included donor-advised funds; it gives only to preselected organizations and does not accept unsolicited requests.
Assets
—
Grants
15
Total Given
$94.8M
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