The Joshua Max Simon Charitable Foundation

Private foundation · Grantmaker Carbondale, CO EIN: 35-6692310

The Joshua Max Simon Charitable Foundation is a private foundation, based in Carbondale, CO. IRS filing data is available from 2020 through 2024. In 2024, it awarded 6 grants totaling $1.3M. Net investment income was $277K.

Key facts about The Joshua Max Simon Charitable Foundation

In short: The Joshua Max Simon Charitable Foundation gave $1.3M across 6 grants in 2024 (avg $213K), mostly in Colorado. Source: 2024 IRS Form 990-PF.

EIN
35-6692310
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,280,000
Grants made (2024)
6
Average grant
$213,333
Median grant
$250,000
Primary geography
Colorado (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$1.3M

Grant Count

6

Avg Grant Size

$213K

Under IRS private-foundation payout rules, The Joshua Max Simon Charitable Foundation reported a distributable amount of $48K for 2024 — the minimum it must pay out in qualifying distributions.

How The Joshua Max Simon Charitable Foundation gives

  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2024 grant dollars across all 6 itemized grants.

Cities

AspenBasaltCarbondaleCentennialGlenwood SpringsLaredoRifle

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M1 grant2020 0 grants2021 0 grants2022 0 grants2023 6 grants2024

From 2020 to 2024, annual grant giving ranged from $50K (2020) to $1.3M (2024). In 2024 it made 6 grants totaling $1.3M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Life Inter Faith Team on Unemployment and Poverty: $250KLife Inter Faith Team onUnemployment and Poverty$250KValley View Hospital Foundation: $250KValley View HospitalFoundation$250KThe Buddy Program Inc: $250KThe Buddy Program Inc$250KAspen Hope Center: $250KAspen Hope Center$250KThe Town of Carbondale: $250KThe Town of Carbondale$250KPublic Broadcasting of Colorado Inc: $30KPublic Broadcasting ofColorado Inc$30K

The largest 2024 recipient was Life Inter Faith Team on Unemployment and Poverty ($250K). Together the top 6 received $1.3M.

Grant Size Distribution

7 grants across all recorded years

1<$50K1$50–100K$100–250K5$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $250–500K range: 5 grants of 7 (71%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Life Inter Faith Team on Unemployment and Poverty Rifle, COTo Support Food Distribution$250,000
Valley View Hospital Foundation Glenwood Springs, COCancer Center Endowment$250,000
The Buddy Program Inc Aspen, COTo Support Mentorship$250,000
Aspen Hope Center Basalt, COTo Support Mental Health$250,000
The Town of Carbondale Carbondale, COTo Support Construction of Carbondale Pool$250,000
Public Broadcasting of Colorado Inc Centennial, COTo Support Public Media$30,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024
Metric202420232022
Total Assets—$1,007,326$984,817
Revenue$284,994$30,770$92,209
Expenses$1,290,958$8,261$1,364
Qualifying Distributions$1,282,996——
Net Investment Income$277,032$28,009$88,952
Distributable Amount$48,475$50,190$44,548

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Joshua Max Simon Charitable Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Bren Simon

    Trustee

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Tamme Simon McCauley

    Trustee

    On filings since 2020

    0.3 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Joshua Max Simon Charitable Foundation

How much does The Joshua Max Simon Charitable Foundation give each year?

The Joshua Max Simon Charitable Foundation gave $1.3M across 6 grants in 2024, according to its 2024 IRS Form 990-PF.

What is The Joshua Max Simon Charitable Foundation's typical grant size?

The Joshua Max Simon Charitable Foundation's median grant in 2024 was $250,000, and its average grant was $213,333, across 6 grants on its 2024 IRS Form 990-PF.

Where does The Joshua Max Simon Charitable Foundation give grants?

The Joshua Max Simon Charitable Foundation gives mostly in Colorado: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.

Does The Joshua Max Simon Charitable Foundation give general operating support?

Not in 2024: none of the 6 grants with a stated purpose on The Joshua Max Simon Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support.

Who are The Joshua Max Simon Charitable Foundation's largest grantees?

The Joshua Max Simon Charitable Foundation's largest 2024 grantees include Life Inter Faith Team on Unemployment and Poverty ($250,000), Valley View Hospital Foundation ($250,000) and The Buddy Program Inc ($250,000), according to its 2024 IRS Form 990-PF. Together they received 59% of its itemized 2024 grant dollars.

How much is The Joshua Max Simon Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joshua Max Simon Charitable Foundation reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Joshua Max Simon Charitable Foundation's EIN?

The Joshua Max Simon Charitable Foundation's EIN (Employer Identification Number) is 35-6692310. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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