The Maroon Bells above a meadow and lake near Aspen, Colorado

Form 990-PFTax year 2024EIN 35-6692310

The Joshua Max Simon Charitable Foundation

A private foundation in Carbondale, CO. Its return for tax year 2024 lists 6 grants and $1.3 million paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $1,280,000

    Grants listed
    6
    Assets, end of year
    $0
  • Tax year 2023

    $0

    Grants listed
    0
    Assets, end of year
    $1,007,326
  • Tax year 2022

    $0

    Grants listed
    0
    Assets, end of year
    $984,817
  • Tax year 2021

    $0

    Grants listed
    0
    Assets, end of year
    $687,617
  • Tax year 2020

    $50,000

    Grants listed
    1
    Assets, end of year
    $667,159
  • Tax year 2019

    $0

    Grants listed
    0
    Assets, end of year
    $796,645
  • Tax year 2018

    $555,200

    Grants listed
    2
    Assets, end of year
    $584,305

Grants paid in 2024

6 grants, largest first

As listed on the return.

  1. Life Inter Faith Team on Unemployment and PovertyRifle, CO

    To support food distribution

    $250,000
  2. Valley View Hospital FoundationGlenwood SPGS, CO

    Cancer center endowment

    $250,000
  3. The Buddy Program IncAspen, CO

    To support mentorship

    $250,000
  4. Aspen Hope CenterBasalt, CO

    To support mental health

    $250,000
  5. The Town of CarbondaleCarbondale, CO

    To support construction of carbondale pool

    $250,000
  6. Public Broadcasting of Colorado IncCentennial, CO

    To support public media

    $30,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Health1 grant $250,00047% of the total
  2. Mental health1 grant $250,00047% of the total
  3. Arts and culture1 grant $30,0006% of the total

By State

Grants to organizations with a US address, latest year.

  1. Colorado6 grants $1,280,000

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Bren SimonTRUSTEE Hours 0.25Pay $0
  • Tamme Simon McCauleyTRUSTEE Hours 0.25Pay $0

The return

More foundations

Similar foundations

Same main cause (health), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. G E Johnson FoundationColorado Springs, CO 26 grants Preselected only $1,260,332 giving
  2. The William E Jackson FoundationLittleton, CO 11 grants Preselected only $1,057,000 giving
  3. Outcalt FoundationAlamosa, CO 37 grants Accepts applications $1,617,447 giving
  4. Borgen Family FoundationDenver, CO 42 grants Preselected only $1,772,000 giving
  5. Marion Esser Kaufmann FoundationEvergreen, CO 18 grants Accepts applications $875,000 giving