Melvin and Bren Simon Foundation

The Melvin and Bren Simon Foundation is a private grantmaking organization founded by American billionaire real estate developer Melvin Simon, cofounder of Simon Property Group, and his second wife Bren Simon. The foundation supports a variety of left-of-center organizations severally associated with the Democratic Party, Clinton family, environmentalist advocacy, and civic causes in Indiana.

At-A-Glance

Issue Areas: Multi-Issue Advocacy
Website: brensimon.com
Formation:

1998

Trustee:

Bren Simon

Location: Carbondale, CO View on map
Tax ID: 35-2049367
Most Recent Filing: 2024
Budget (2024): Assets: $19,800,108 Revenue: $1,076,728 Expenses: $1,216,574

Contents

    Background

    The Melvin and Bren Simon Foundation was founded as a private grantmaking philanthropic organization in July 1998 in Carbondale, Colorado, by billionaire Melvin Simon, co-founder of the Simon Property Group, and his second wife, Bren Simon, president of MBS Associates Inc., LLC, a property management company. 123 Following her husband’s death in September 2009, Bren Simon became the foundation’s sole trustee. 4 The foundation controls two websites, brensimonfoundation.com and brensimon.com, created in 2020 and 2021 respectively. 56

    Activities

    On June 30, 2017, the foundation published an announcement detailing its financial support for 18 organizations, notably including the National Democratic Institute and Clinton Foundation, as well as environmentalist and animal welfare groups such as Friends of the Earth, the International Fund for Animal Welfare, and the Performing Animal Welfare Society. 7

    In September 2013, the foundation made a donation to the University of California, Los Angeles to fund the establishment of the Melvin and Bren Simon Digestive Diseases Center, which focuses on gastroenterological home health programs, minimally invasive procedures, and research. 8

    Other organizations that the Foundation supports include the Human Rights Foundation, Habitat for Humanity, Friends of the Earth, the Democratic Senatorial Campaign Committee, Clinton Global Initiative, the University of Arkansas’s Clinton School of Public Service, the Climate Reality Project, and the Aspen Institute. 9

    People

    Melvin Simon

    Melvin Simon was the cofounder (along with his brother, Herb Simon) of the Simon Property Group, an international property development and investment trust notable for developing hundreds of suburban shopping malls in North America, Europe, and Asia. Additionally, Simon was a co-owner of the Indiana Pacers, and during the 1970s and 1980s, a producer of adolescent-oriented films. Simon died in September 2009, leaving his widow Bren Simon as the Foundation’s sole trustee. 1

    Bren Simon

    Bren Simon, Melvin Simon’s second wife and widow, is the president of MBS Associates, Inc., LLC, a property management firm based in Indiana. From 1995 to 1998, Simon was president of Gambit Capital Management, an investment firm. Simon is the co-founder of the Family Support Center, a nonprofit child-abuse care center, as well as a board member of the Coalition for Homeless Intervention and Prevention and the Indiana Natural Resources Foundation. 2 In the run-up to the 2004 Indiana Gubernatorial election, Democratic politician and former chairman of the Democratic National Committee Joe Andrew announced that he was running for governor with Simon on his ticket as candidate for Lieutenant Governor. However, when Joe Kernan, then serving as Lieutenant governor, later announced his intention to enter the race, Andrew decided to drop out. 10

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $19,800,108 $1,076,728 $1,216,574 View
    2023 $18,898,448 $923,620 $1,146,805 View
    2022 $17,240,987 $3,807,050 $750,665 View
    2021 $18,849,180 $5,364,018 $4,131,004 View
    2020 $15,502,421 $424,973 $1,873,371 View

    Prior year filings: 2015, 2014, 2013, 2012, 2011, 2010

    Expenses Detail

    Grant Activity

    All-time grants received statistics from Candid dataset:

    • Total Grant Value: $50
    • Number of Grants: 1
    • Number of Funders: 1

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $37,301,065
    • Number of Grants: 289
    • Number of Recipients: 136

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $2,000,0002021 The Aspen InstituteGENERAL SUPPORT
    $1,500,0002021 The UCLA FoundationGENERAL SUPPORT
    $1,000,0002020 The Aspen InstituteGENERAL SUPPORT
    $861,9832023 UCLA FoundationTO SUPPORT UCLA DIVISION OF DIGESTIVE DISEASES
    $500,0002022 The UCLA FoundationSUPPORT FOR EDUCATION
    $500,0002020 The UCLA FoundationGENERAL SUPPORT
    $400,0002021 Valley View Hospital FoundationGENERAL SUPPORT
    $200,0002020 Life Inter Faith Team on Unemployment and PovertyGENERAL SUPPORT
    $180,0002023 Life Inter Faith Team on Unemployment and PovertyTO HELP FOOD WAREHOUSE AND DISTRIBUTION SYSTEM EXPANSION INTO GLENWOOD SPRINGS
    $100,0002024 SUMMIT54SUPPORT THE OPERATIONS OF SUMMIT 54 WHICH IS TO PROVIDE K-12 EDUCATION SUPPORT IN THE ROARING FORK VALLEY.
    $52,0002024 Friends of Casita Linda AcTO SUPPORT CONSTRUCTION OF SIMPLE HOMES FOR POOR RESIDENTS IN THE AREA OF SAN MIGUEL DE ALLENDE MEXICO
    $37,1802022 Friends of Casita Linda AcSUPPORT FOR LOW-INCOME MEXICAN FAMILIES IN NEED OF HOUSING
    $30,0002023 Friends of Casita Linda AcTO SUPPORT CONSTRUCTION OF SIMPLE HOMES FOR POOR RESIDENTS IN THE AREA OF SAN MIGUEL DE ALLENDE MEXICO
    $30,0002022 Lift UpSUPPORT FOR FAMILIES IN NEED
    $25,0002023 Aspen Hope CenterSUPPORT FOR ACCESIBLE MENTAL HEALTH SERVICES
    $25,0002022 Aspen Hope CenterSUPPORT FOR ACCESIBLE MENTAL HEALTH SERVICES
    $25,0002020 Friends of Casita Linda AcGENERAL SUPPORT
    $9,0002021 Chabad of Fort Wayne IncGENERAL SUPPORT
    $5,0002022 Rocky Mountain Public Media IncSUPPORT FOR COMMUNITY PUBLIC RADIO
    $3,0002021 The Buddy Program IncGENERAL SUPPORT

    References

    1. Martin, Douglas. “Melvin Simon, Pioneer of the Suburban Mall, Dies at 82.” New York Times. September 18, 2009. Accessed March 8, 2020. https://www.nytimes.com/2009/09/18/business/18simon.html
    2. “Bren Simon.” Indiana University: Melvin and Bren Simon Comprehensive Cancer Center. Accessed March 8, 2021. https://cancer.iu.edu/giving/simon/bren-bio.php
    3. “THE@MELVIN AND BREN SIMON CHARITABLE FOUNDATION NUMBER ONE.” ProPublica. Accessed March 24, 2021. https://projects.propublica.org/nonprofits/organizations/352049367
    4. Form 990-PF. THE@MELVIN AND BREN SIMON CHARITABLE FOUNDATION NUMBER ONE. Part VIII. 2009. Accessed March 24, 2021. https://projects.propublica.org/nonprofits/display_990/352049367/2010_11_PF%2F35-2049367_990PF_200912
    5. Brensimonfoundation.com. The Melvin and Bren Simon Foundation. 2020. Accessed March 24, 2021. https://www.brensimonfoundation.com/
    6. Brensimon.com. The Melville and Bren Simon Foundation. 2021. Accessed March 24, 2021. https://brensimon.com/
    7. “The Bren and Melvin Simon Charitable Foundation Announces Support to More Than a Dozen Organizations.” The Melvin and Bren Simon Foundation. June 30, 2017. Accessed March 8, 2021. https://brensimon.com/news/support-to-more-than-a-dozen-organizations/#more-503
    8. “Generous Gift Establishes the Melvin and Bren Simon Digestive Diseases Center at UCLA.” The Melvin and Bren Simon Foundation. September 3, 2013. Accessed March 8, 2021. https://brensimon.com/news/generous-gift-establishes-the-melvin-and-bren-simon-digestive-diseases-center-at-ucla-2/#more-152
    9. “Our Work.” The Melvin and Bren Simon Foundation. Accessed March 8, 2021. https://brensimon.com/our-work/
    10. Goldfarb, Zachary. “WHAT EVER HAPPENED TO . . . JOSEPH J. ANDREW?” Washington Post. March 7, 2006. Accessed March 8, 2021. https://www.washingtonpost.com/wp-dyn/cozntent/article/2006/03/06/AR2006030601444.html