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The Simon Charitable Foundation at a glanceMostly funded, not a grantmaker: see who funds it →

· 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 it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

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

Where the money goes

Grants by size, and the largest recipients.

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

Does the money reach high-need areas?

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

show:

Its 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. Its 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
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

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

Grantees it renews have grown median revenue +81% since the first grant, against -10% for those 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%
-10%

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
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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 +778%
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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
How this is measured
The grantee most central to the portfolio’s shape is The Center for Contemporary Arts of Santa Fe Inc; 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 grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
7
Early backer (in before they grew)
16/17
Grantees still filing
10/17
Grew since first funded

Where the money sits, by cause and 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 & CultureCREATIVE SANTA FE: $7,500 · Arts & CultureTHE CENTER FOR CONTEMPORARY ARTS OF SANTA FE INC: $7,500 · Arts & Culture
Other$758,606Education$219,197Philanthropy$153,210Health$150,000Youth Development$100,000Human Services$95,000Arts & Culture$65,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's 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 budgetCREATIVE SANTA FE: $7,500 over 1y, 2.5% of budgetTHE CENTER FOR CONTEMPORARY ARTS OF SANTA FE INC: $7,500 over 1y, 0.5% 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
Grantee by grantee: a decade per organization, before and after funding

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

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Santa Fe Community Fo…Thornburg FoundationMarshall L and Perrin…Pnm Tnmp FoundationCon Alma Health Found…New Mexico Community …Albuquerque Community…Anchorum St VincentLos Alamos National L…Center for Educationa…Witter Bynner Foundat…New Mexico Fund for W…
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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Simon Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from The Simon Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's 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, FY20–25
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 23 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its 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.

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

    Source object · view filing

    Play a game based on Simon’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home