The Melvin and Bren Simon Charitable
CARBONDALE, CO EIN: 35-2049367
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$17.1M
-1.2% YoY
Annual Giving
$1.2M
+6.0% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$388K
+41.3% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $17,108,798 | $17,310,089 | $17,558,028 |
| Revenue | $1,076,728 | $923,620 | $3,807,050 |
| Expenses | $1,216,574 | $1,146,805 | $750,665 |
| Qualifying Distributions | $1,162,617 | $1,096,983 | $712,180 |
| Net Investment Income | $1,020,980 | $872,800 | $2,764,530 |
| Distributable Amount | $936,732 | $873,958 | $1,839,714 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Melvin and Bren Simon Charitable fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BREN SIMON | TRUSTEE | 0.25 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
California $4.4M (49%)
District of Columbia $3.0M (34%)
Colorado $1.3M (15%)
Massachusetts $144K (2%)
Minnesota $30K (0%)
Indiana $14K (0%)
Cities
AspenBasaltDenverEast FalmouthGlenwood SpringsHopkinsIndianapolisLos AngelesPasadenaRifleWashington
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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