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The Joshua Max Simon Charitable Foundation at a glance

· 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 FY2024still arriving
6
Grants FY2024still arriving
1
States reached
$250k
Largest
01What it fundsRead
02The needRead
03Its fieldRead
04Through PlinthRead
01What it funds
01100% 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
02FY2024 · 6 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • $10k–50k1 grant · $30k
  • $250k+5 grants · $1.3M
$250,000
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
LIFE INTER FAITH TEAM ON UNEMPLOYMENT AND POVERTY$250,000
THE BUDDY PROGRAM INC$250,000
VALLEY VIEW HOSPITAL FOUNDATION$250,000
THE TOWN OF CARBONDALE$250,000
ASPEN HOPE CENTER$250,000
PUBLIC BROADCASTING OF COLORADO INC$30,000
02The need
03

Does the money reach high-need areas?

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

show:

Its human-services grants (FY20–20, $50k) land where the poverty rate runs at 21%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%SAN MIGUEL COMMUNITY FOUNDATION: $50k → 21%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
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.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
University of Colorado Foundation

The university of colorado foundation is the portal for philanthropic giving to the university of colorado and is responsible for receiving, managing, and investing the endowments and other gift funds the foundation holds for the benefit…

Education
2
Colorado State University Foundation

See schedule o colorado state university foundation assists in the promotion, development, and enhancement of facilities and educational programs and enhancements of faculty, students, and alumni of colorado state university (csu). this is…

Education
3
Mental Health Center of Boulder County Inc

Partnering to improve quality of life as a nonprofit organization dedicated to mental health and wellness. healing is our purpose, help is our promise, health is our passion.

—
4
Santa Fe Community Foundation

The santa fe community foundation inspires philanthropic generosity, strengthens nonprofits, and fosters positive change to build a more vibrant, healthy, and resilient region. the foundation's vision is a thriving northern new mexico,…

Philanthropy
5
The Denver Foundation

To inspire people and mobilize resources to strengthen our community.

Philanthropy
6
Colorado Gives Foundation

We connect people, ideas, and nonprofits to make good happen. our vision is that all of jeffco is thriving.

Philanthropy
7
Rocky Mountain Public Media Inc

Rocky mountain public media exists to strengthen the civic fabric of colorado.

Arts & Culture
8
Boulder Community Health

To provide our community the highest value healthcare in an innovative, patient-centered environment.

Health
9
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
10
University of Northern Colorado Foundation

The foundation is entrusted to provide support and steward donations for the university of northern colorado.

Education
11
Boulder Community Health Foundation

The bch foundation inspires giving in support of bch to enhance the quality and availability of health care in our community.

Health
12
Uc Santa Barbara Foundation

The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. the foundation seeks to maintain and nurture the university's quality and distinction. on behalf of the campus, the…

Education
How this is measured
The grantee most central to the portfolio’s shape is The Aspen Institute Inc; the most unlike its peers is Life Inter Faith Team On Unemployment and Poverty. 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 tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 12 of the 15 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
12/12
Grantees still filing
7/12
Grew since first funded

Where the money sits, by cause and then by grantee

Riley Hospital for Children: $1,000,000 · OtherRiley Hospital for ChildrenTHE BUDDY PROGRAM INC: $250,000 · OtherTHE BUDDY PROGRAM INCTHE TOWN OF CARBONDALE: $250,000 · OtherTHE TOWN OF CARBONDALELIFE INTER FAITH TEAM ON UNEMPLOYMENT AND POVERTY: $250,000 · OtherLIFE INTER FAITH TEAM ON UNEMPLOYMENT A…+1 more: $25,000 · OtherTHE ASPEN INSTITUTE INC: $1,055,200 · Social ScienceTHE ASPEN INSTITUTE INCUCLA FOUNDATION: $1,000,000 · EducationUCLA FOUNDATIONASPEN HOPE CENTER: $250,000 · HealthASPEN HOPE CE…VALLEY VIEW HOSPITAL FOUNDATION: $250,000 · HealthVALLEY VIEW H…LEADVILLE COMMUNITY HEALTH FOUNDATI ON: $100,000 · HealthLEADVILLE COM…Newfields Inc: $500,000 · Arts & CultureNewfields I…PUBLIC BROADCASTING OF COLORADO INC: $30,000 · Arts & CulturePUBLIC BROA…SAN MIGUEL COMMUNITY FOUNDATION: $50,000 · Human ServicesAndy Zanca Youth Empowerment Program: $10,000 · Youth DevelopmentRoaring Fork Rotary Club Foundation Inc: $10,000 · Philanthropy
Other$1,775,000Social Science$1,055,200Education$1,000,000Health$600,000Arts & Culture$530,000Human Services$50,000Youth Development$10,000Philanthropy$10,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetUCLA FOUNDATION: $1,000,000 over 2y, 0.1% 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
Grantee by grantee: a decade per organization, before and after funding

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

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 FoundationThe Melvin and Bren S…Rocky Mountain Health…Western Colorado Comm…Aspen Community Found…Colorado Gives Founda…Vanguard Charitable E…Donor Advised Charita…American Online Givin…Fidelity Investments …Amazonsmile Foundation
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.

How much its grantees rely on government

Each dot is one organization The Joshua Max Simon Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from The Joshua Max Simon Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    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: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
    04Through Plinth

    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.

    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

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    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
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    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home