Nonprofit · EIN 27-3309123
THE SIMON CHARITABLE FOUNDATION
Tax-exempt · SANTA FE, NM 87505
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $2,050,989 | $1,261,450 | $789,539 | $2,138,996 | $33,067 | $2,105,929 |
| June 30, 2024 | 990-PF | $1,340,915 | $1,239,652 | $101,263 | $1,396,689 | $77,545 | $1,319,144 |
| June 30, 2023 | 990-PF | $1,328,508 | $1,571,555 | -$243,047 | $1,341,238 | $133,305 | $1,207,933 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,985,000
- Dividends
- $46,051
- Interest
- $19,938
Expenses
- Grants and similar amounts paid
- $45,000
- Compensation of officers, directors and key employees
- $446,053
- Salaries, compensation and benefits (total)
- $162,824
- Disbursements for charitable purposes
- $1,239,219
- Excise tax on investment income
- $646
Balance sheet and other
- Total assets, start of year
- $1,396,689
- Total assets, end of year
- $2,138,996
- Total liabilities, end of year
- $33,067
- Net assets, end of year
- $2,105,929
- Fair market value of assets
- $2,138,996
- Qualifying distributions
- $1,239,219
- Net investment income
- $65,989
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELISHA NASH 524 DON GASPAR AVE, SANTA FE, NM 87505 | EXECUTIVE DI | 40 | $160,000 | $15,061 |
| STEVE SIMON 524 DON GASPAR AVE, SANTA FE, NM 87505 | EXECUTIVE CH | 40 | $120,000 | $26,348 |
| SUSAN TALKINGTON 524 DON GASPAR AVE, SANTA FE, NM 87505 | COO | 40 | $112,833 | $15,680 |
| ALAN MARKS 524 DON GASPAR AVE, SANTA FE, NM 87505 | SECRETARY | 8 | $53,220 | $0 |
| MELYNN SCHUYLER 524 DON GASPAR AVE, SANTA FE, NM 87505 | VP/TREASURER | 2 | $0 | $0 |
| VICTORIA MORA 524 DON GASPAR AVE, SANTA FE, NM 87505 | ASST SECRETA | 2 | $0 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELISHA NASH 524 DON GASPAR, SANTA FE, NM 87505 | EXECUTIVE DI | 40 | $150,000 | $17,975 |
| STEVE SIMON 524 DON GASPAR, SANTA FE, NM 87505 | EXECUTIVE CH | 40 | $126,042 | $33,297 |
| SUSAN TALKINGTON 524 DON GASPAR, SANTA FE, NM 87505 | COO | 40 | $110,000 | $18,806 |
| ALAN MARKS 524 DON GASPAR, SANTA FE, NM 87505 | SECRETARY | 8 | $53,330 | $0 |
| MELYNN SCHUYLER 524 DON GASPAR, SANTA FE, NM 87505 | VP/TREASURER | 2 | $0 | $0 |
| VICTORIA MORA 524 DON GASPAR, SANTA FE, NM 87505 | ASST SECRETA | 2 | $0 | $0 |
990-PF for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVE SIMON 524 DON GASPAR, SANTA FE, NM 87505 | EXECUTIVE CHAIRMAN OF THE BOARD | 40 | $265,000 | $35,826 |
| ELISHA NASH 524 DON GASPAR, SANTA FE, NM 87505 | EXECUTIVE DIRECTOR | 40 | $145,594 | $16,751 |
| SUSAN TALKINGTON 524 DON GASPAR, SANTA FE, NM 87505 | CHIEF OPERATING OFFICER | 40 | $119,182 | $17,469 |
| JANETH SANTOS 524 DON GASPAR, SANTA FE, NM 87505 | PROGRAM COORDINATOR Highest-paid employee | 40 | $60,091 | $10,408 |
| ALAN MARKS 524 DON GASPAR, SANTA FE, NM 87505 | SECRETARY & ASSISTANT TREA | 8 | $53,220 | $0 |
| MELYNN SCHUYLER 524 DON GASPAR, SANTA FE, NM 87505 | VICE PRESIDENT & TREASURER | 2 | $0 | $0 |
| VICTORIA MORA 524 DON GASPAR, SANTA FE, NM 87505 | ASSISTANT SECRETARY | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 524 DON GASPAR AVE, SANTA FE, NM 87505-2626
- In care of
- % THE SIMON CHARTABLE FOUNDATION
- Signed the 990-PF
- STEVE SIMON, EXECUTIVE CHAIR
- Phone
- (505) 982-0733
- Website
- SIMONCF.ORG
- Return prepared by
- PULAKOS CPAS PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-3309123
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,138,996
- Income (IRS master file)
- $2,050,989
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $2,050,989 | $1,261,450 | $2,138,996 | XML |
| 990-PF | June 2024 | $1,340,915 | $1,239,652 | $1,396,689 | XML |
| 990-PF | June 2023 | $1,328,508 | $1,571,555 | $1,341,238 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-3309123).
Questions about THE SIMON CHARITABLE FOUNDATION
- What is the EIN of THE SIMON CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE SIMON CHARITABLE FOUNDATION is 27-3309123.
- Is THE SIMON CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to THE SIMON CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does THE SIMON CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE SIMON CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SIMON CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE SIMON CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 4 received compensation from the organization, the highest $160,000 (ELISHA NASH, EXECUTIVE DI).
- How much revenue does THE SIMON CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,050,989, expenses of $1,261,450 and total assets of $2,138,996 at year end.
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