The Joshua Max Simon Charitable Foundation
- Assets
- $687.6k
- Revenue
- $20.2k
- Investments
- $219.6k
- Employees
- 0
- Location
- Carbondale, CO
- Founding
- 02/2000
- Data as of
- 12/2021
- EIN
- 35-6692310
Organization Overview
The Joshua Max Simon Charitable Foundation is located in Carbondale, CO. The organization was established in 2000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Joshua Max Simon Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Joshua Max Simon Charitable Foundation generated $20.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (15.1%) each year. All expenses for the organization totaled $20.0 during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (75.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tamme Simon Mccauley Trustee | 0.25 | $0 | |
Bren Simon Trustee | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $9,454 |
| Interest on Savings | $0 |
| Dividends & Interest | $10,421 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $294 |
| Capital Gain Net Income | $294 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $20,169 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $20 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $20 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $20 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $468,058 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $7,338 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $687,617 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Joshua Max Simon Charitable Foundation has awarded $555,200 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Los Angeles, CA PURPOSE: GENERAL SUPPORT | $500,000 |
THE ASPEN INSTITUTE PURPOSE: GENERAL SUPPORT | $55,200 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Moreno Family Foundation Phoenix, AZ | $117,327,204 | $12,846,787 |
The Dixie And Anne Leavitt Foundation Cedar City, UT | $52,405,557 | $11,398,374 |
Py Foundation Artesia, NM | $56,655,367 | $3,921,217 |
The Cielo Foundation Boulder, CO | $91,518,762 | $7,665,188 |
Merle Chambers Fund Denver, CO | $66,462,880 | $7,349,081 |
Gods Light In The Darkness Foundation Carlbad, NM | $31,530,012 | $790,978 |
Scott W And Betsy D Thornton Family Foundation Park City, UT | $4,627,448 | $2,183,609 |
Mutual Of Omaha Foundation Omaha, NE | $120,899,798 | $13,368,524 |
Claire M Hubbard Foundation Omaha, NE | $31,541,308 | $3,169,912 |
Eugene V And Clare Thaw Charitable Trust Santa Fe, NM | $97,006,761 | $1,880,279 |
Maffei Foundation Denver, CO | $13,828,182 | $18,020,171 |
D F Dillon Foundation Lincoln, NE | $47,396,549 | $3,325,825 |