Skip to content

Colorado · Private foundation

The Joshua Max Simon Charitable Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.3M
Granted FY2024(still arriving)
6
Grants FY2024
1
Organizations funded FY2020
100%
First-time grantees FY2020
Read the full brief
Median grant, FY2024
$250,000
Largest grant, FY2024
$250,000
Organizations funded a year
1 to 7
FY2017 to FY2020
States reached, FY2024
1
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2020, 100% of the organizations The Joshua Max Simon Charitable Foundation funded were first-time grantees, receiving 100% of its grant dollars.

New vs renewed · share of each year

In FY2020, 0% of grant dollars renewed an existing relationship; $50k went to new ones.

50%100%’18’20
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving6$1.3M100%
FY20201$50k100%
FY20181$55k0%
FY20177$2.6Mn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$1.6MSocial Science$1.1MEducation$1.0MArts & Culture$555kYouth Development$260kFood & Nutrition$250kPublic Benefit$250kPhilanthropy$60k

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
The Aspen Institute Inc$1,055,20021%
Newfields Inc$500,00011%
The Buddy Program Inc$250,000111%
The Town of Carbondale$250,0001n/a
Aspen Hope Center$250,00015%
Life Inter Faith Team on Unemployment and Poverty$250,00019%
Valley View Hospital Foundation$250,000113%
Leadville Community Health Foundati On$100,0001n/a
San Miguel Community Foundation$50,00016%
Public Broadcasting of Colorado Inc$30,00010%
Show all 12 grantees
All grantees of The Joshua Max Simon Charitable Foundation by total granted
GranteeTotal grantedYearsShare of their budget
The Aspen Institute Inc$1,055,20021%
Newfields Inc$500,00011%
The Buddy Program Inc$250,000111%
The Town of Carbondale$250,0001n/a
Aspen Hope Center$250,00015%
Life Inter Faith Team on Unemployment and Poverty$250,00019%
Valley View Hospital Foundation$250,000113%
Leadville Community Health Foundati On$100,0001n/a
San Miguel Community Foundation$50,00016%
Public Broadcasting of Colorado Inc$30,00010%
Andy Zanca Youth Empowerment Program$10,0001n/a
Roaring Fork Rotary Club Foundation Inc$10,000134%

Plus 2 recipients with no EIN on record ($1.0M), not named here.

Where it is load-bearing

The Joshua Max Simon Charitable Foundation supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 9 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Aspen Institute Inc: $1,055,200 over 2y, 0.8% of budgetNewfields Inc: $500,000 over 1y, 1.2% of budgetThe Buddy Program Inc: $250,000 over 1y, 11% of budgetAspen Hope Center: $250,000 over 1y, 5.0% of budgetLife Inter Faith Team on Unemployment and Poverty: $250,000 over 1y, 8.5% of budgetValley View Hospital Foundation: $250,000 over 1y, 13% of budgetSan Miguel Community Foundation: $50,000 over 1y, 6.0% of budgetPublic Broadcasting of Colorado Inc: $30,000 over 1y, 0.1% of budgetRoaring Fork Rotary Club Foundation Inc: $10,000 over 1y, 34% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 9.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

El Pomar FoundationCO15.4× affinity5 shared granteesties to 10 of 10Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Joshua Max Simon Charitable Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The Joshua Max Simon Charitable Foundation?

Find your warmest path to The Joshua Max Simon Charitable Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About The Joshua Max Simon Charitable Foundation

How much does The Joshua Max Simon Charitable Foundation give?
The Joshua Max Simon Charitable Foundation reported 6 grants totaling $1,280,000 in its FY2024 IRS filing. It funded between 1 and 7 organizations a year over FY2017 to FY2020.
What does The Joshua Max Simon Charitable Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Health (32%), Social Science (21%), Education (20%).
Who are The Joshua Max Simon Charitable Foundation's largest grantees?
By total granted over FY2017 to FY2024: The Aspen Institute Inc ($1.1M), Newfields Inc ($500k), The Buddy Program Inc ($250k).
Does The Joshua Max Simon Charitable Foundation fund new organizations?
In FY2020, 100% of the organizations it funded were first-time grantees.
Does The Joshua Max Simon Charitable Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Joshua Max Simon Charitable Foundation?
Its strongest co-funders, measured against what their size predicts, include El Pomar Foundation, The Melvin and Bren Simon Charitable Foundation Number One, Rocky Mountain Health Foundation.
Where is The Joshua Max Simon Charitable Foundation based?
The Joshua Max Simon Charitable Foundation is based in CO.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 15 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Joshua Max Simon’s filings →

More from the funding graph