The Simon Charitable Foundation
SANTA FE, NM EIN: 27-3309123
Financial Overview
From 2025 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Simon Charitable Foundation fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New Mexico $714K (83%)
Minnesota $150K (17%)
States
Cities
AlbuquerqueMontezumaRochesterSanta Fe
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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