The Joshua Max Simon Charitable | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Joshua Max Simon Charitable. Data shown is extracted from Form 990-PF filings.
EIN: 35-6692310
Foundation Overview
Based in Carbondale, CO, The Joshua Max Simon Charitable has awarded 21 grants totaling $5,394,477 to organizations in Texas, District of Columbia and 4 other states across the US. Individual grants range from $10,000 to $1,000,000, with a median award of $164,277.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
6 of 6 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
67% of grants are awarded in Colorado, with additional funding distributed across 5 other locations. The foundation balances regional focus with broader geographic diversity. Within Colorado, funding concentrates in Carbondale (50%), Aspen (14%), San Andreas (7%).
Funding Trajectory
Strong 251% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on community projects (63%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Joshua Max Simon Charitable's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Life Inter Faith Team On Unemployment And Poverty | $250,000 | Rifle, CO, US | To Support Food Distribution | 2024 |
| Valley View Hospital Foundation | $250,000 | Glenwood Springs, CO, US | Cancer Center Endowment | 2024 |
| The Buddy Program Inc | $250,000 | Aspen, CO, US | To Support Mentorship | 2024 |
| Aspen Hope Center | $250,000 | Basalt, CO, US | To Support Mental Health | 2024 |
| The Town Of Carbondale | $250,000 | Carbondale, CO, US | To Support Construction Of Carbondale Pool | 2024 |
| Public Broadcasting Of Colorado Inc | $30,000 | Centennial, CO, US | To Support Public Media | 2024 |
| San Miguel Community Foundation | $50,000 | Laredo, TX, US | General Support | 2020 |
| The Aspen Institute | $55,200 | Washington, DC, US | General Support | 2018 |
| The Ucla Foundation | $500,000 | Los Angeles, CA, US | General Support | 2018 |
| St Vincent Hospital Foundation | $100,000 | Carbondale, CO, US | General Support | 2017 |
| Grissard Cemetary Corporation | $25,000 | Searcy, AR, US | General Support | 2017 |
| Roaring Fork Rotary Club Foundation | $10,000 | Carbondale, CO, US | General Support | 2017 |
| Andy Zanca Youth Empowerment Program | $10,000 | Carbondale, CO, US | General Support | 2017 |
| Ucla Foundation | $500,000 | Los Angeles, CA, US | General Support | 2017 |
| Aspen Institute | $1,000,000 | Aspen, CO, US | General Support | 2017 |
| Riley Hospital For Children | $1,000,000 | Indianapolis, IN, US | General Support | 2017 |
| Indianapolis Museum Of Art | $500,000 | Indianapolis, IN, US | General Support | 2017 |
| Colorado Rocky Mountain School | $50,000 | Carbondale, CO, US | General Support | 2016 |
| Performing Animal Welfare Society | $100,000 | San Andreas, CO, US | General Support | 2016 |
| St Vincent Hospital Foundation | $50,000 | Carbondale, CO, US | General Support | 2016 |
| Mark Ross Montessori Foundation | $164,277 | Carbondale, CO, US | General Support | 2016 |
Foundations Similar to The Joshua Max Simon Charitable
Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in CO that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Faith Hope & Trust
EIN: 81-3628029 | 2 grants awarded |
$0
(≈ Similar) |
$109,764
median grant |
Fort Collins, CO
Same state |
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|
Irma And Walter Vasen Foundation Co Stephen Oxman
EIN: 26-3066579 | 3 grants awarded |
$0
(≈ Similar) |
$207,500
median grant |
Denver, CO
Same state |
|
|
Denver Lacrosse Club
EIN: 30-0214415 | 1 grants awarded |
$0
(≈ Similar) |
$168,168
median grant |
Denver, CO
Same state |
|
|
Richard Lumsden Foundation
EIN: 26-4664508 | 37 grants awarded |
$0
(≈ Similar) |
$100,000
median grant |
Larkspur, CO
Same state |
|
|
Ski Foundation Inc
EIN: 26-0222403 | 4 grants awarded |
$0
(≈ Similar) |
$247,500
median grant |
Colorado Springs, CO
Same state |
|
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Contact Information
Official contact details for The Joshua Max Simon Charitable as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 35-6692310 |
| Website | N/A |
| Address | 329 MAIN STREET Carbondale, CO 81623-0000 |
Key People (2)
Board members, trustees, and key staff who oversee The Joshua Max Simon Charitable's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Bren Simon |
|---|---|
| Trustee | Tamme Simon Mccauley |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Joshua Max Simon Charitable is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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