The Simon Charitable Foundation

New Mexico
Registered In
11/05/2009
Incorp. Date

Company Summary

The Simon Charitable Foundation at 524 Don Gaspar Ave, Santa Fe, Nm 87505 lists Melynn Schuyler and Steve Simon as associates.

Overview

Registered In
New Mexico
Incorporation Date
Company Type
Domestic Nonprofit Corporation
Status
Active
Registration Type
Domestic
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People

Lawrence Taub Registered Agent
1447 SEVILLE RD, SANTA FE, NM 87505
Melynn Schuyler Director
Steve Simon Director
Alan Marks Director
Victoria Mora Assistant Secretary

Map & Locations

524 DON GASPAR AVE, SANTA FE, NM 87505 View Map

Financials

Financial Information for The Simon Charitable Foundation

Form 5500

THE SIMON CHARITABLE FOUNDATION

524 Don Gaspar Avenue, Santa Fe, Nm 87505 (505) 982-0733 EIN:27-3309123 Plan Admin:Susan K. Talkington
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameTHE SIMON CHARITABLE FOUNDATION 401(K) PLAN Plan #001 Participants BOY/EOY7 / 5 Assets BOY/EOY$774,136 / $670,566 2022 THE SIMON CHARITABLE FOUNDATION 401(K) PLAN - Plan #001 7 / 5 $774,136 / $670,566
2021 Plan NameTHE SIMON CHARITABLE FOUNDATION 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$689,928 / $774,136 2021 THE SIMON CHARITABLE FOUNDATION 401(K) PLAN - Plan #001 6 / 6 $689,928 / $774,136
2020 Plan NameTHE SIMON CHARITABLE FOUNDATION 401(K) PLAN Plan #001 Participants BOY/EOY8 / 6 Assets BOY/EOY$543,367 / $689,928 2020 THE SIMON CHARITABLE FOUNDATION 401(K) PLAN - Plan #001 8 / 6 $543,367 / $689,928
2019 Plan NameTHE SIMON CHARITABLE FOUNDATION 401(K) PLAN Plan #001 Participants BOY/EOY10 / 8 Assets BOY/EOY$513,532 / $543,367 2019 THE SIMON CHARITABLE FOUNDATION 401(K) PLAN - Plan #001 10 / 8 $513,532 / $543,367
Benefit & Retirement Plans based on Form 5500.
Form 990

THE SIMON CHARITABLE FOUNDATION

524 Don Gaspar Ave, Santa Fe, Nm 87505-2626 EIN:27-3309123 Deductibility:Contributions are deductible Classification:Charitable Organization Type:Private Independent Foundations
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps Contributions$1,735,100 Revenue$1,747,325 Expenses$1,478,752 Assets EOY$1,542,464 Liabilities$89,179 2022 $1,735,100 $1,747,325 $1,478,752 $1,542,464 $89,179
2021 # of Emps Contributions$1,702,100 Revenue$1,713,354 Expenses$1,424,054 Assets EOY$1,378,696 Liabilities$158,864 2021 $1,702,100 $1,713,354 $1,424,054 $1,378,696 $158,864
2020 # of Emps Contributions$1,641,000 Revenue$1,664,061 Expenses$1,376,387 Assets EOY$996,482 Liabilities$2,736 2020 $1,641,000 $1,664,061 $1,376,387 $996,482 $2,736
2019 # of Emps Contributions$1,580,000 Revenue$1,598,004 Expenses$1,440,552 Assets EOY$798,161 Liabilities$5,296 2019 $1,580,000 $1,598,004 $1,440,552 $798,161 $5,296
Tax Returns based on Form 990 & 990N.

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Sources

The following government agencies have contributed data:

• New Mexico Secretary of State • U.S. Department of Labor • Internal Revenue Service
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