Nelson S & Shirley F Jutzi
Nelson S & Shirley F Jutzi is a private foundation, based in Phoenix, AZ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $74K in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $3K.
Key facts about Nelson S & Shirley F Jutzi
In short: Nelson S & Shirley F Jutzi gave $20K across 1 grant in 2025 (avg $20K), mostly in Arizona. Source: 2025 IRS Form 990-PF.
- EIN
- 42-1641969
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $20,000
- Grants made (2025)
- 1
- Average grant
- $20,000
- Median grant
- $20,000
- Total assets
- $74,432
- Primary geography
- Arizona (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$74K
+6.9% YoY
Annual Giving
$20K
Grant Count
1
Avg Grant Size
$20K
Under IRS private-foundation payout rules, Nelson S & Shirley F Jutzi reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
How Nelson S & Shirley F Jutzi gives
- Giving grew 100% from 2022 to 2025. Method
- In 2025 it paid out 246% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $3K (2020) to $40K (2023). In 2025 it made 1 grant totaling $20K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $74,432 | $69,609 | $65,818 |
| Revenue | $24,886 | $3,830 | $43,421 |
| Expenses | $20,063 | $39 | $40,053 |
| Qualifying Distributions | $20,000 | — | $40,000 |
| Net Investment Income | $3,075 | $2,940 | $2,831 |
| Distributable Amount | $8,144 | $6,928 | $5,828 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 25, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 11, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 16, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Nelson S & Shirley F Jutzi is led by Richard J. Jutzi, President & Secretary since 2022 (on filings since 2019); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Richard J. Jutzi
President & Secretary
Vice President & Secretary → President & Secretary, 2022
On filings since 2019
No compensation reported
Kristine A. Romine
Vice President
On filings since 2019
No compensation reported
Paul N. Jutzi
Vice President
On filings since 2019
No compensation reported
Former officers (1)
- Former: Shirley F. Jutzi (2019–2023) — Vice President
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Nelson S & Shirley F Jutzi
How much does Nelson S & Shirley F Jutzi give each year?
Nelson S & Shirley F Jutzi gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
How large is Nelson S & Shirley F Jutzi?
Nelson S & Shirley F Jutzi reported $74K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).
Where does Nelson S & Shirley F Jutzi operate?
Nelson S & Shirley F Jutzi has awarded grants in Arizona.
What is Nelson S & Shirley F Jutzi's EIN?
Nelson S & Shirley F Jutzi's EIN (Employer Identification Number) is 42-1641969. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Nelson S & Shirley F Jutzi by hand.
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