Funder DirectoryTHE MELVIN AND BREN SIMON CHARITABLE
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Private foundation (trust)EIN 352049367Est. 1998-07

THE MELVIN AND BREN SIMON CHARITABLE

CARBONDALE, CO 816232027

Total Assets

$19.8M

FY 2024

Annual Giving

$1.2M

FY 2024

Grants Made

3

FY 2024

Avg Grant

$388K

FY 2024

Grant Range

$52K–$1.0M

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.1M

Total Expenses

$1.2M

Qualifying Distributions

$1.2M

Distributable Amount

$937K

Min. Investment Return

$951K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $4.1M in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

26 grants

UCLA FOUNDATION
$4.4M
5 grants
THE ASPEN INSTITUTE INC
$3M
2 grants
SUMMIT 54
$400K
3 grants
VALLEY VIEW HOSPITAL FOUNDATION
$400K
1 grant
LIFT UP
$210K
2 grants
LIFE INTER-FAITH TEAM ON UNEMPLOYMENT & POVERTY DBA LIFT-UP
$200K
1 grant
FRIENDS OF CASITA AC INC
$119K
3 grants
SUMMIT54
$100K
1 grant

Grant Size Distribution

26 grants

<$10K
5
grants
$10–50K
6
grants
$50–250K
7
grants
$250K–1M
5
grants
$1–5M
3
grants
$5M+

Geographic Focus

6 states

California
$4.4M
49% of total
District of Columbia
$3M
34% of total
Colorado
$1.3M
15% of total
Massachusetts
$144K
2% of total
Minnesota
$30K
0% of total
Indiana
$14K
0% of total

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THE MELVIN AND BREN SIMON CHARITABLE — Grants, Financials & Contact | Grantivo