The Melvin and Bren Simon Charitable
The Melvin and Bren Simon Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARBONDALE, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17.1M in total assets. In 2024, it awarded 3 grants totaling $1.2M. Net investment income was $1.0M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$17.1M
-1.2% YoY
Annual Giving
$1.2M
+6.0% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$388K
+41.3% YoY
About The Melvin and Bren Simon Charitable
Based on IRS filings
The Melvin and Bren Simon Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARBONDALE, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17.1M in total assets. In 2024, it awarded 3 grants totaling $1.2M. Net investment income was $1.0M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $17,108,798 | $17,310,089 | $17,558,028 |
| Revenue | $1,076,728 | $923,620 | $3,807,050 |
| Expenses | $1,216,574 | $1,146,805 | $750,665 |
| Qualifying Distributions | $1,162,617 | $1,096,983 | $712,180 |
| Net Investment Income | $1,020,980 | $872,800 | $2,764,530 |
| Distributable Amount | $936,732 | $873,958 | $1,839,714 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
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 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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