How much did THE JOSHUA MAX SIMON CHARITABLE grant in FY2024?

A cause breakdown isn’t shown here: 55% of THE JOSHUA MAX SIMON CHARITABLE’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02FY2024 · 6 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

$10k–50k1 grant · $30k
$250k+5 grants · $1.3M

$250,000

Median grant

States reached

Total assets

Largest grants

ASPEN HOPE CENTER$250,000
VALLEY VIEW HOSPITAL FOUNDATION$250,000
LIFE INTER FAITH TEAM ON UNEMPLOYMENT AND POVERTY$250,000
THE TOWN OF CARBONDALE$250,000
THE BUDDY PROGRAM INC$250,000
PUBLIC BROADCASTING OF COLORADO INC$30,000

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY20–20, $50k) land where the poverty rate runs at 21% — the area typically sits at 12%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

The Colorado Health Foundation

Health

Aspen Sports Medicine Foundation

Health

Colorado Health Institute

Health

The Denver Foundation

To inspire people and mobilize resources to strengthen our community.

Philanthropy

Colorado Business Development Foundation

Colorado Business Development Foundation develops and funds small business resources

Philanthropy

The Colorado Parks Foundation Inc

Recreation & Sports

Kaiser Foundation Health Plan of Colorado

To provide high-quality, affordable health care services to improve the health of our members and the communities we serve.

Health

Colorado School of Mines Foundation

To provide financial resource development and support to the colorado school of mines.

Education

Community Foundation Boulder County

For over thirty years, community foundation boulder county (cfbc) has envisioned a thriving, equitable, and inclusive community that collaborates to ensure everyone in boulder county experiences a life of opportunity and fulfillment.

Philanthropy

Colorado Gives Foundation

We connect people, ideas, and nonprofits to make good happen.

Philanthropy

University of New Mexico Foundation Inc

Create powerful engagements and partnerships that lead to increased philanthropy, investment, innovation, and support for the university of new mexico.

Education

Denver Press Club

Denver Press Club has provided a business setting that has fostered an environment which promotes healthy business relationships. In addition, the organization provides scholarships promoting journalism and events that benefits the Arts,…

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Aspen Hope Center and the most unlike its peers is Ucla Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

12 grantees, every filing reconciled, 2017–2024.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

12/12

Grantees still filing

12/12

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$2,775,000Education$1,000,000Health$600,000Arts & Culture$530,000Social Science$55,200Human Services$50,000Youth Development$10,000Philanthropy$10,000

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Aspen Community FoundationCO15.8× affinity5 shared granteesties to 10 of 10Hover any node to trace its alignments.Compare side by side →

Open a dossier: Aspen Community Foundation · El Pomar Foundation · Colorado Gives Foundation · The Melvin and Bren Simon Charitable · Western Colorado Community · Gs Donor Advised Philanthropy Fund · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation THE JOSHUA MAX SIMON CHARITABLE funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

0get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–5%

typical government reliance, FY20–24

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

04Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: VALLEY VIEW HOSPITAL FOUNDATION.

Agentic due diligence · confidence × risk

Financial management

low risk

~21 months of operating runway; revenue grew over 8 filed years.

Track record & reputation

low risk

8 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 731664673 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on VALLEY VIEW HOSPITAL FOUNDATION, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

On trackFinancial stability— Roughly 21 months of cash on hand.
On trackSustained operations— Filing through 2024; revenue grew over the period.
On trackReliance on your funding— Your grants peaked at 13% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to The Joshua Max Simon Charitable?

Find your warmest path to The Joshua Max Simon Charitable through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

THE JOSHUA MAX SIMON CHARITABLE

What you funded, over time

Where the money goes

Do your dollars go where the need is?

12 grantees, every filing reconciled, 2017–2024.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Joshua Max Simon Charitable?

More from the funding graph

THE JOSHUA MAX SIMON CHARITABLE

What you funded, over time

Where the money goes

Do your dollars go where the need is?

12 grantees, every filing reconciled, 2017–2024.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Joshua Max Simon Charitable?

More from the funding graph