EIN 27-3309123

The Simon Charitable Foundation

Name: The Simon Charitable Foundation financials for 2023
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

2023-06-01

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

$1,328,508

2023

Total expenses

$1,571,555

2023

Total assets

$1,341,238

2023

Num. employees

2023

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 Foundation's broad purposes.

Provided income to support The organizations mission

Grants made by The Simon Charitable Foundation

Grantee	Grant description	Grant year	Amount
Mayo Clinic	Support Charitable Organization	2023-06	$100,000
Think New Mexico	Support Charitable Organization	2023-06	$35,000
Center of Southwest Culture	Support Charitable Organization	2023-06	$15,000
...and 3 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 / Director of Operatio	$119,182	2023-06-30
Elisha Nash	Executive Director	$145,594	2024-05-15
Janeth Santos	Program Coordinator / Program Coordinator / High School Program Manager / Program Coordinator	$60,091	2023-06-30
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 06/2023	FYE 06/2022	% Change
Total grants, contributions, etc.	$1,279,394	$1,735,100	-26.3%
Investment income and dividends	$50,153	$12,125	313.6%
Net rental income	$0	$0	-
Net gain from sale of non-inventory assets	$-1,039	$100	-1139%
Gross sales of inventory	$0	$0	-
Miscellaneous revenues	$0	$0	-
Total revenues	$1,328,508	$1,747,325	-24%

Form 990s for The Simon Charitable Foundation

Fiscal year ending	Date received by IRS	Form	PDF link
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
2020-06	2021-06-23	990PF	View PDF
...and 8 more Form 990s

Organizations like The Simon Charitable Foundation

Organization	Type	Location	Revenue
Dante Dieso Foundation Trust	501(c)(3)	Melrose, MA	$602,476
The USAA Educational Foundation	501(c)(3)	San Antonio, TX	$5,652,279
Cody Change Attitudes Now	501(c)(3)	Cody, WY	$524,480
Wings Financial Foundation	501(c)(3)	Apple Valley, MN	$778,452
Onerefugee	501(c)(3)	Salt Lake City, UT	$2,003,197
Hemophelia Outreach of Wisconsin	501(c)(3)	Green Bay, WI	$6,627,422
George M Pullman Educational Foundation	501(c)(3)	Chicago, IL	$1,819,435
The Latham Foundation for the Promotion of Humane Education	501(c)(3)	Alameda, CA	$533,616
Asher Student Foundation (ASF)	501(c)(3)	San Francisco, CA	$2,346,129
Leopold Schepp Foundation	501(c)(3)	New York, NY	$1,094,115

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 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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