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· Private foundation

The Simon Charitable Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$45k
Granted FY2025still arriving
6
Grants FY2025still arriving
1
States reached
$20k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Education$831kPhilanthropy$153kHealth$150kYouth Development$100kFood & Nutrition$99kHuman Services$95kCommunity Improvement$55kArts & Culture$30kOther$0
02FY2025 · 6 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k5 grants · $25k
  • $10k–50k1 grant · $20k
$5,000
Median grant
1
States reached
$2.1M
Total assets
Largest grants
RecipientAmount
SANTA FE COMMUNITY FOUNDATION$20,000
PARTNERS IN EDUCATION FOUNDATION$5,000
CENTER OF SOUTHWEST CULTURE$5,000
COLLEGE AND CAREER PLAZA$5,000
THINK NEW MEXICO$5,000
UNITED WORLD COLLEGE$5,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–25, $95k) land where the poverty rate runs at 12%, against an area that typically sits at 12%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 12%THINK NEW MEXICO: $35k → 12%THINK NEW MEXICO: $25k → 12%THINK NEW MEXICO: $8k → 12%THINK NEW MEXICO: $8k → 12%THINK NEW MEXICO: $5k → 12%THINK NEW MEXICO: $5k → 12%THINK NEW MEXICO: $5k → 12%THINK NEW MEXICO: $5k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

93%of every dollar goes to organizations you’ve funded before.
$1.2M · 11 repeat orgs$81k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +81% since the first grant, against +20% for the ones you funded once.

11 repeat relationships — 4 still active in FY2025, 7 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

11
8

Total granted

$1.2M
$76k

Median revenue growth · since first grant

+81%
+20%

Still filing today

73%
50%

New vs renewed · share of each year

In FY2025, 80% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EducationArts & CultureEmploymentHuman ServicesYouth DevelopmentMembership BenefitOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • Y
    YOUTHWORKS
    7× · 2018–2024 · $100k · revenue +96%
  • TN
    THINK NEW MEXICO
    8× · 2017–2025 · $95k · revenue +255%
  • THE ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMER
    7× · 2019–2025 · $90k · revenue +7%

Funded once

  • HS
    HIGH SCHOOL STIPENDS - VARIOUS
    one grant, 2017 · $19k
  • HS
    HIGH SCHOOL COMPUTERS - VARIOUS
    one grant, 2017 · $14k
  • SE
    Southwest Educational Partners for Traininggraduated
    one grant, 2018 · $13k · revenue +387%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Site Santa Fe

Guided by artists, rooted in new mexico, site santa fe celebrates contemporary creative expression.

Arts & Culture
2
Community Foundation of Southern New Mexico

The Community Foundation of Southern New Mexico serves as a community resource, connects donors to needs, and supports charitable organizations in their work.

Philanthropy
3
San Antonio Education Fund Dba San Antonio Education Partnership

The partnership empowers students with quality educational programs, resources and counseling that will make them confident, knowledgeable and help them finish college and contribute to san antonio's future, making the students san…

Education
4
Arizona Community Foundation

To lead, serve and collaborate to mobilize enduring philanthropy for a better arizona.

Philanthropy
5
Greater Albuquerque Chamber of Commerce

The greater albuquerque chamber of commerce works every day to make our community a place where businesses can grow and prosper, where people want to raise their families and where tourists want to visit. as the voice of business since…

6
Southwest Care Center

To improve the health of people living in the culturally diverse communities of northern new mexico through access to the highest quality health care, education, research and advocacy.

7
New Mexico Community Trust

To build, invest and manage endowment funds to enhance the quality of new mexico through informed, strategic grantmaking.

8
Conservation Voters New Mexico Education Fund

Cvnm education fund is a statewide, nonpartisan nonprofit committed to engaging the people of new mexico in our long-standing shared values of protecting our air, land, water, and the health of our communities. we do this by mobilizing…

Civil Rights
9
Santa Fe Institute

The santa fe institute is a transdisciplinary research community that expands the boundaries of scientific understanding. its aim is to discover, comprehend, and communicate the common fundamental principles in complex physical,…

Science & Tech
10
Santa Fe Business Incubator

To promote a diverse and balanced economy by developing emerging businesses in an effort to provide future income opportunities for santa feans.

Community Improvement
11
Santa Fe Preparatory School

Santa fe preparatory school is an independent co-educational college preparatory day school, grades 7 through 12, dedictaed to educational excellence.

Education
12
Community Foundation Santa Cruz County

To promote philanthropy to make santa cruz county a better place to live, now and in the future.we bring together people, ideas, and resources to inspire philanthropy and accomplish great things.

Philanthropy

For reference, the grantee most central to the portfolio’s shape is The Center for Contemporary Arts of Santa Fe Inc and the most unlike its peers is Southwest Educational Partners for Training. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

17 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 17 of the 23 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
7
Early backer (in before they grew)
16/17
Grantees still filing
11/17
Grew since you first funded

Where your money sits — by cause, then by grantee

COLLEGE SCHOLARSHIPS - VARIOUS — $650,386 · OtherCOLLEGE SCHOLARSHIPS - VARIOUS+9 more — $108,220 · Other+9 moreSTREET FOOD INSTITUTE — $94,197 · EducationSTREET FOOD INST…THE ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMER — $90,000 · EducationTHE ARMAND HAMME…UNIVERSITY OF DENVER — $20,000 · EducationUNIVERSITY OF DE…READING QUEST — $10,000 · Education+1 more — $5,000 · EducationSANTA FE COMMUNITY FOUNDATION — $145,000 · PhilanthropySANTA FE CO…ALBUQUERQUE COMMUNITY FOUNDATION — $8,210 · PhilanthropyALBUQUERQUE…MAYO CLINIC — $150,000 · HealthMAYO CLINICYOUTHWORKS — $100,000 · Youth DevelopmentTHINK NEW MEXICO — $95,000 · Human ServicesCENTER OF SOUTHWEST CULTURE INC — $50,000 · Arts & CultureTHE CENTER FOR CONTEMPORARY ARTS OF SANTA FE INC — $7,500 · Arts & CultureCREATIVE SANTA FE — $7,500 · Arts & Culture
Other$758,606Education$219,197Philanthropy$153,210Health$150,000Youth Development$100,000Human Services$95,000Arts & Culture$65,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetMAYO CLINIC — $150,000 over 3y, 0.0% of budgetSANTA FE COMMUNITY FOUNDATION — $145,000 over 5y, 0.2% of budgetYOUTHWORKS — $100,000 over 7y, 2.4% of budgetTHINK NEW MEXICO — $95,000 over 8y, 2.2% of budgetTHE ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMER — $90,000 over 7y, 0.1% of budgetCENTER OF SOUTHWEST CULTURE INC — $50,000 over 6y, 2.9% of budgetUNIVERSITY OF DENVER — $20,000 over 2y, 0.0% of budgetCOLLEGE AND CAREER PLAZA — $15,000 over 3y, 2.0% of budgetREADING QUEST — $10,000 over 2y, 0.7% of budgetALBUQUERQUE COMMUNITY FOUNDATION — $8,210 over 2y, 0.0% of budgetTHE CENTER FOR CONTEMPORARY ARTS OF SANTA FE INC — $7,500 over 1y, 0.5% of budgetCREATIVE SANTA FE — $7,500 over 1y, 2.5% of budgetTHREE SISTERS KITCHEN — $5,000 over 1y, 0.3% of budgetPARTNERS IN EDUCATION FOR THE SANTA FE PUBLIC SCHOOLS — $5,000 over 1y, 0.8% of budgetPROSPERITY WORKS — $5,000 over 1y, 0.5% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Santa Fe Community FoundationNM30× affinity12 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Santa Fe Community Foundation · Thornburg Foundation · Marshall L and Perrine D McCune Charitable Foundation Inc · Pnm Tnmp Foundation · Con Alma Health Foundation Inc · New Mexico Community Foundation · Albuquerque Community Foundation · Anchorum St Vincent · Los Alamos National Laboratory Foundation · Center for Educational Initiatives · Witter Bynner Foundation For Poetry Inc · New Mexico Fund for Women and Girls

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Simon Charitable Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 00%0%1%3%5%your share of their income ↑0%25%50%75%100%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY2025

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Simon Charitable Foundation?

    Find your warmest path to The Simon Charitable Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 23 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

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