EIN 27-3309123

The Simon Charitable Foundation

Name: The Simon Charitable Foundation financials for 2024
Creator: Cause IQ
License: https://creativecommons.org/licenses/by-nc-nd/4.0/

IRS 501(c) type

501(c)(3)

Num. employees

City

Santa Fe

State

New Mexico

Year formed

2011

Most recent tax filings

2024-06-01

NTEE code, primary

T20: Private Foundations

Description

The Simon Charitable Foundation is a private foundation located in Santa Fe, NM that primarily funds support for charitable organizations. The foundation's purpose is to award scholarships and maintain supportive programs with direct and continuing interaction to enable simon scholars. Grantees include Youth Works and others. The foundation made seven grants last year.

Total revenues

$1,340,915

2024

Total expenses

$1,239,652

2024

Total assets

$1,396,689

2024

Num. employees

2024

Program areas at The Simon Charitable Foundation

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.

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 foundations broad purposes.

Provided income to support The organizations mission

Grants made by The Simon Charitable Foundation

Grantee	Grant description	Grant year	Amount
Santa Fe Community Foundation	Learning and Education Fund	2024-06	$25,000
Mayo Clinic	Operating	2024-06	$25,000
Albuquerque Community Foundation	Programming	2024-06	$5,130
...and 6 more grants made

Who funds The Simon Charitable Foundation

Grants from foundations and other nonprofits

Grantmaker	Grantmaker tax period	Description	Amount
Santa Fe Preparatory School	2023-06	College Readiness	$29,294

Personnel at The Simon Charitable Foundation

Name	Title	Compensation	Date of data
Susan Talkington	Chief Operating Officer	$119,182	2024-10-25
Bear Nash	Executive Director	$70,625	2024-10-25
Janeth Santos	High School Program Manager	$60,091	2024-10-25
Elisha Nash	Past Executive Director	$145,594	2024-05-15
Steve Simon	Executive Chairman of the Board / Chairman of the Board and PR / Chairman of the Board and Ce / Chairman of the Board and Chief Executive Officer	$265,000	2023-06-30

Financials for The Simon Charitable Foundation

Revenues	FYE 06/2024	FYE 06/2023	% Change
Total grants, contributions, etc.	$1,282,016	$1,279,394	0.2%
Investment income and dividends	$58,899	$50,153	17.4%
Net rental income	$0	$0	-
Net gain from sale of non-inventory assets	$0	$-1,039	-100%
Gross sales of inventory	$0	$0	-
Miscellaneous revenues	$0	$0	-
Total revenues	$1,340,915	$1,328,508	0.9%

Form 990s for The Simon Charitable Foundation

Fiscal year ending	Date received by IRS	Form	PDF link
2024-06	2025-02-28	990PF	View PDF
2023-06	2024-05-15	990PF	View PDF
2022-06	2023-05-11	990PF	View PDF
2021-06	2023-01-12	990PF	View PDF
2021-06	2022-05-16	990PF	View PDF
...and 9 more Form 990s

Organizations like The Simon Charitable Foundation

Organization	Type	Location	Revenue
Cody Change Attitudes Now	501(c)(3)	Cody, WY	$668,543
J Craig and Page T Smith Scholarship FNDN	501(c)(3)	Birmingham, AL	$2,095,257
Dante Dieso Foundation Trust	501(c)(3)	Melrose, MA	$366,495
Cedar Charitable Foundation	501(c)(3)	Newport Beach, CA	$1,225,000
Mark H Berens Charitable Foundation	501(c)(3)	Glenview, IL	$591,347
The Michelson 20MM Foundation	501(c)(3)	Los Angeles, CA	$3,467,142
The Willard G Pierce and Jessie M Pierce Foundation	501(c)(3)	Hastings, MI	$1,107,121
The Woodman Family Foundation	501(c)(3)	New York, NY	$1,345,091
The Latham Foundation for the Promotion of Humane Education	501(c)(3)	Alameda, CA	$647,555
Wayne M Densch Charities	501(c)(3)	Orlando, FL	$1,097,747

Data update history

August 20, 2024

Posted financials

Added Form 990PF for fiscal year 2023

July 14, 2024

Received grants

Identified 1 new grant, including a grant for $29,294 from Santa Fe Preparatory School

July 19, 2023

Posted financials

Added Form 990PF for fiscal year 2022

June 20, 2023

Posted financials

Added Form 990PF for fiscal year 2021

May 20, 2023

Updated personnel

Identified 2 new personnel

Nonprofit Types

Grantmaking organizationsPrivate foundationsFamily foundationsPrivate operating foundationsCharities

Issues

Education

Characteristics

Provides grantsPartially liquidatedState / local levelTax deductible donationsAccepts online donations

General information

Address: 524 Don Gaspar Ave; Santa Fe, NM 87505
Metro area: Santa Fe, NM
County: Santa Fe County, NM
Website URL: simoncf.org/site/
Phone: (505) 982-0733

IRS details

EIN: 27-3309123
Fiscal year end: June
Taxreturn type: Form 990-PF
Year formed: 2011
Eligible to receive tax-deductible contributions (Pub 78): Yes

Categorization

NTEE code, primary: T20: Private Foundations
NAICS code, primary: 813211: Grantmaking Foundations
Parent/child status: Independent

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The Simon Charitable Foundation

Program areas at The Simon Charitable Foundation

Grants made by The Simon Charitable Foundation

Who funds The Simon Charitable Foundation

Personnel at The Simon Charitable Foundation

Financials for The Simon Charitable Foundation

Form 990s for The Simon Charitable Foundation

Organizations like The Simon Charitable Foundation

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