The Joshua Max Simon Charitable
CARBONDALE, CO EIN: 35-6692310
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
—
-100.0% YoY
Annual Giving
$1.3M
Grant Count
6
Avg Grant Size
$213K
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Joshua Max Simon Charitable fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BREN SIMON | TRUSTEE | 0.25 | — |
| TAMME SIMON MCCAULEY | TRUSTEE | 0.25 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Colorado $1.3M (96%)
Texas $50K (4%)
Cities
AspenBasaltCarbondaleCentennialGlenwood SpringsLaredoRifle
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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