The Joshua Max Simon Charitable

CARBONDALE, CO EIN: 35-6692310

The Joshua Max Simon Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$1.3M

Grant Count

Avg Grant Size

$213K

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

About The Joshua Max Simon Charitable

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $1.3M (96%)

Texas $50K (4%)

States

Colorado Texas

Cities

AspenBasaltCarbondaleCentennialGlenwood SpringsLaredoRifle

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

Among its reported 2024 grants, the largest include Life Inter Faith Team on Unemployment and Poverty ($250,000), Valley View Hospital Foundation ($250,000), The Buddy Program Inc ($250,000).

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

Leadership & 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	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Joshua Max Simon Charitable?

The Joshua Max Simon Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARBONDALE, CO. It holds — in total assets as of 2024.

Where does The Joshua Max Simon Charitable operate?

The Joshua Max Simon Charitable has awarded grants in Colorado, Texas.

What size grants does The Joshua Max Simon Charitable award?

In 2024, The Joshua Max Simon Charitable awarded 6 grants totaling $1.3M — an average of about $213K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joshua Max Simon Charitable 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's EIN?

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