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
Under IRS private-foundation payout rules, The Melvin and Bren Simon Charitable reported a distributable amount of $937K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Ucla Foundation ($1,010,617), Summit54 ($100,000), Friends of Casita Ac Inc ($52,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FRIENDS OF CASITA AC INC EAST FALMOUTH, MA | TO SUPPORT CONSTRUCTION OF SIMPLE HOMES FOR POOR RESIDENTS IN THE AREA OF SAN MIGUEL DE ALLENDE MEXICO | $52,000 |
| UCLA FOUNDATION PASADENA, CA | TO SUPPORT UCLA DIVISION OF DIGESTIVE DISEASES | $1,010,617 |
| SUMMIT54 ASPEN, CO | SUPPORT THE OPERATIONS OF SUMMIT 54 WHICH IS TO PROVIDE K-12 EDUCATION SUPPORT IN THE ROARING FORK VALLEY. | $100,000 |
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 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is 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. It holds $17.1M in total assets as of 2024.
How large is The Melvin and Bren Simon Charitable?
As of 2024, The Melvin and Bren Simon Charitable holds $17.1M in total assets with $1.1M in annual revenue. It awarded 3 grants totaling $1.2M in 2024.
Where does The Melvin and Bren Simon Charitable operate?
The Melvin and Bren Simon Charitable has awarded grants in California, Colorado, District of Columbia, Indiana, Massachusetts, Minnesota.
What size grants does The Melvin and Bren Simon Charitable award?
In 2024, The Melvin and Bren Simon Charitable awarded 3 grants totaling $1.2M — an average of about $388K per grant, based on its IRS Form 990 filings.
How much is The Melvin and Bren Simon Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Melvin and Bren Simon Charitable reported a distributable amount of $937K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Melvin and Bren Simon Charitable's EIN?
The Melvin and Bren Simon Charitable's EIN (Employer Identification Number) is 35-2049367. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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