The Joshua Max Simon Charitable Foundation
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.
The Joshua Max Simon Charitable Foundation at a glance
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.
- 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)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Joshua Max Simon Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
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
The most common grant size was in the $250–500K range: 5 grants of 7 (71%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $50K (2020) to $1.3M (2024). In 2024 it made 6 grants totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Life Inter Faith Team on Unemployment and Poverty Rifle, CO | To Support Food Distribution | $250,000 |
| Valley View Hospital Foundation Glenwood Springs, CO | Cancer Center Endowment | $250,000 |
| The Buddy Program Inc Aspen, CO | To Support Mentorship | $250,000 |
| Aspen Hope Center Basalt, CO | To Support Mental Health | $250,000 |
| The Town of Carbondale Carbondale, CO | To Support Construction of Carbondale Pool | $250,000 |
| Public Broadcasting of Colorado Inc Centennial, CO | To Support Public Media | $30,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $284,994 | $1,290,958 | $1,280,000 | 6 | $1,282,996 | $277,032 | $48,475 |
| 2023 | $1,007,326 | $30,770 | $8,261 | — | — | — | $28,009 | $50,190 |
| 2022 | $984,817 | $92,209 | $1,364 | — | — | — | $88,952 | $44,548 |
| 2021 | $687,617 | $20,169 | $20 | — | — | — | $10,695 | $46,216 |
| 2020 | $667,159 | $82,883 | $51,927 | $50,000 | 1 | — | $31,506 | $41,286 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Joshua Max Simon Charitable Foundation funds
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