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The Simon Charitable Foundation is a private corporation based in SANTA FE, NM. The foundation received its IRS ruling in 2011. The principal officer is The Simon Chartable Foundation. It holds total assets of $2.1M. Annual income is reported at $2.1M. Total assets have grown from $354K in 2011 to $1.3M in 2022. The foundation is governed by 6 officers and trustees. Simon scholars program - awards scholarships and maintains supportive programs with direct and continuing interaction to enable capable and qualified students from under-served communities to advance themselves through education,. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in New Mexico. According to available records, The Simon Charitable Foundation has made 42 grants totaling $661K, with a median grant of $5K. Annual giving has grown from $53K in 2020 to $168K in 2023. Grantmaking activity was highest in 2021 with $240K distributed across 16 grants. Individual grants have ranged from $3K to $100K, with an average award of $16K. The foundation has supported 14 unique organizations. Grants have been distributed to organizations in New Mexico and Minnesota. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$5K
Average Grant
$8K
Largest Grant
$20K
Based on 7 grants from the most recent 990-PF filing.
Simon scholars program - awards scholarships and maintains supportive programs with direct and continuing interaction to enable capable and qualified students from under-served communities to advance themselves through education,
Expenses: $1.1M
Grant making - charitable grant making to established public charities within the meaning of sections 501(c)(3) and 509(a) for the support and/or implementation of programs and activities designed to further the foundation's broad purposes.
Expenses: $140K
Simon scholars program - awards scholarships and maintains supportive programs with direct and continuing interaction to enable capable and qualified students from under-served communities to advance themselves through education,. Based on available records, the foundation has funded 42 grants. Its grantmaking reaches organizations primarily in NM, MN.
The Simon Charitable Foundation has distributed a total of $661K across 42 grants. The median grant size is $5K, with an average of $16K. Individual grants have ranged from $3K to $100K.
The Simon Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
The Simon Charitable Foundation is headquartered in SANTA FE, NM. While based in NM, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Steve Simon | EXECUTIVE CHAIRMAN OF THE BOARD | $265K | $38K | $303K |
| Elisha Nash | EXECUTIVE DIRECTOR | $131K | $17K | $148K |
| Susan Talkington | CHIEF OPERATING OFFICER | $111K | $18K | $129K |
| Alan Marks | SECRETARY & ASSISTANT TREA | $51K | $0 | $51K |
| Victoria Mora | ASSISTANT SECRETARY | $0 | $0 | N/A |
| Melynn Schuyler | VICE PRESIDENT & TREASURER | $0 | $0 | N/A |
Total Giving
$1.6M
Total Assets
$1.3M
Fair Market Value
$1.3M
Net Worth
$1.2M
Grants Paid
$168K
Contributions
$1.3M
Net Investment Income
$31K
Distribution Amount
N/A
Total: $266K
Total Grants
42
Total Giving
$661K
Average Grant
$16K
Median Grant
$5K
Unique Recipients
14
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mayo ClinicSUPPORT CHARITABLE ORGANIZATION | Rochester, MN | $100K | 2023 |
| Think New MexicoSUPPORT CHARITABLE ORGANIZATION | Santa Fe, NM | $35K | 2023 |
| Center Of Southwest CultureSUPPORT CHARITABLE ORGANIZATION | Albuquerque, NM | $15K | 2023 |
| Three Sisters KitchenSUPPORT CHARITABLE ORGANIZATION | Albuquerque, NM | $5K | 2023 |
| United World CollegeSUPPORT CHARITABLE ORGANIZATION | Montezuma, NM | $5K | 2023 |
| Youth WorksSUPPORT CHARITABLE ORGANIZATION | Santa Fe, NM | $5K | 2023 |
| Albuquerque Community FoundationSUPPORT ORGANIZATION MISSION | Albuquerque, NM | $3K | 2023 |
| College And Career PlazaSUPPORT CHARITABLE ORGANIZATION | Santa Fe, NM | $5K | 2022 |
| Center For Southwest CultureSUPPORT CHARITABLE ORGANIZATION | Albuquerque, NM | $5K | 2022 |
| Reading QuestSUPPORT CHARITABLE ORGANIZATION | Santa Fe, NM | $5K | 2022 |
| Santa Fe Community FoundationSUPPORT CHARITABLE ORGANIZATION | Santa Fe, NM | $25K | 2021 |
| Creative Santa FeSUPPORT CHARITABLE ORGANIZATION | Santa Fe, NM | $8K | 2020 |
| Robert F Kennedy Charter SchoolSUPPORT CHARITABLE ORGANIZATION | Albuquerque, NM | $5K | 2020 |
| South Valley AcademySUPPORT CHARITABLE ORGANIZATION | Albuquerque, NM | $5K | 2020 |
SANTA FE, NM
SANTA FE, NM
SANTA FE, NM