The Simon Charitable Foundation
The Simon Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.1M
+53.1% YoY
Annual Giving
$45K
-47.1% YoY
Grant Count
6
-33.3% YoY
Avg Grant Size
$8K
-20.7% YoY
About The Simon Charitable Foundation
Based on IRS filings
The Simon Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,138,996 | $1,396,689 | $1,341,238 |
| Revenue | $2,050,989 | $1,340,915 | $1,328,508 |
| Expenses | $1,261,450 | $1,239,652 | $1,571,555 |
| Qualifying Distributions | $1,239,219 | $1,174,925 | $1,549,839 |
| Net Investment Income | $46,441 | $50,222 | $30,918 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
Grant Size Distribution
32 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Santa Fe Community Foundation ($20,000), United World College ($5,000), Think New Mexico ($5,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEVE SIMON | EXECUTIVE CH | 40 | $120,000 |
| MELYNN SCHUYLER | VP/TREASURER | 2 | — |
| ALAN MARKS | SECRETARY | 8 | $53,220 |
| VICTORIA MORA | ASST SECRETA | 2 | — |
| ELISHA NASH | EXECUTIVE DI | 40 | $160,000 |
| SUSAN TALKINGTON | COO | 40 | $112,833 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Simon Charitable Foundation?
The Simon Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA FE, NM. It holds $2.1M in total assets as of 2025.
How large is The Simon Charitable Foundation?
As of 2025, The Simon Charitable Foundation holds $2.1M in total assets with $2.1M in annual revenue. It awarded 6 grants totaling $45K in 2025.
Where does The Simon Charitable Foundation operate?
The Simon Charitable Foundation has awarded grants in Minnesota, New Mexico.
What size grants does The Simon Charitable Foundation award?
In 2025, The Simon Charitable Foundation awarded 6 grants totaling $45K — an average of about $8K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in The Simon Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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