Shirley C Caris Family Foundation

SCOTTSDALE, AZ EIN: 86-0965394

The Shirley C Caris Family Foundation is a private, non-operating foundation based in Scottsdale, Arizona. Established in 1999, the foundation operates as a charitable grantmaking organization with a focus on supporting programs across multiple sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$12.2M

+5.5% YoY

Annual Giving

$526K

+2.6% YoY

Grant Count

26

+0.0% YoY

Avg Grant Size

$20K

+2.6% YoY

Under IRS private-foundation payout rules, Shirley C Caris Family Foundation reported a distributable amount of $632K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary funding priorities include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

Grantmaking

The foundation made 21 grants in 2024. Typical grant awards range from $1,000 to $148,136.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

  • Arizona
  • California
  • Texas

Grant Distribution by State

8states

Cities

AustinBostonChicagoColorado SpringsDenverLaguna BeachLockefordMancosMesaNew YorkOceansideParadise ValleyPaysonPhoenixSchaumburgSedonaStrawberrySurpriseWashington

Financial History

Multi-year comparison from IRS filings

As of December 2024:

  • Total Assets: $12,151,998
  • Total Giving: $525,835
  • Total Revenues: $1,078,544
  • Total Expenses: $782,121
  • Investment Income and Dividends: $398,423
  • Net Gain from Sale of Non-Inventory Assets: $333,803

Staffing: The foundation operates with 0 employees.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$297K$593K$890K$1M20202021202220232024
Metric202420232022
Total Assets$12,151,998$11,514,474$10,487,786
Revenue$1,078,544$1,034,029$818,143
Expenses$782,121$675,906$848,058
Qualifying Distributions$589,271$571,904$711,464
Net Investment Income$437,204$388,815$317,196
Distributable Amount$631,988$578,706$585,557

Giving Over Time

Total grant dollars and number of grants per year

$0$160K$321K$481K$642K21 grants202024 grants202124 grants202226 grants202326 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

PAYSON UNIFIED SCHOOLS$140KBOSTON CHILDRENS HOSPITAL$125KCHILD CRISIS ARIZONA$50KTIME OUT INC$35KGRACIE LEE HAUGHT MEMORI…$30KFOSTERING FAMILIES AZ$20KRIM COUNTRY ARIZONANS FO…$19KBROWNSVILLE WESTERN HERI…$18KBARROW NEUROLOGICAL FOUN…$10KBOARD OF VISITORS$10K

Grant Size Distribution

121 grants across all recorded years

104<$50K8$50–100K9$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Payson Unified Schools ($140,000), Boston Childrens Hospital ($125,000), Child Crisis Arizona ($50,000).

RecipientPurposeAmount
ARIZONA WOMENS BOARD PARADISE VALLEY, AZCHARITABLE PROGRAM$5,000
BARROW NEUROLOGICAL FOUNDATION PHOENIX, AZCHARITABLE PROGRAM$10,000
BLUE LATITUDES FOUNDATION LAGUNA BEACH, CACHARITABLE PROGRAM$1,000
BOARD OF VISITORS PHOENIX, AZCHARITABLE PROGRAM$10,000
BOSTON CHILDRENS HOSPITAL BOSTON, MACHARITABLE PROGRAM$125,000
BROWNSVILLE WESTERN HERITAGE PAYSON, AZCHARITABLE PROGRAM$18,000
CHANGING TIDES FOUNDATION OCEANSIDE, CACHARITABLE PROGRAM$1,000
CHILD CRISIS ARIZONA MESA, AZCHARITABLE PROGRAM$50,000
DESERT BOTANICAL GARDENS PHOENIX, AZCHARITABLE PROGRAM$10,000
DUEKER RANCH INC PAYSON, AZCHARITABLE PROGRAM$8,000

Leadership & Key People

Leadership team and compensation from IRS filings

Shirley C Caris is listed as the primary contact for the foundation.

Compensation Overview

From 2024 IRS filing

CATHERINE ANN CARISPRESIDENT$40KSHERRY LYNN COWANSECR/TREAS.$40K

From 2024 filing

NameTitleHoursCompensation
CATHERINE ANN CARISPRESIDENT3$39,648
SHERRY LYNN COWANSECR/TREAS.3$39,648

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Shirley C Caris Family Foundation fund?

The foundation's primary funding priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services

How do I apply for a grant from Shirley C Caris Family Foundation?

**Grant Activity:** The foundation made 21 grants in 2024. Typical grant awards range from $1,000 to $148,136. **Recent Grants (2024):** • Time Out: $35,000 • Rim Country Arizonans for Children: $18,585 • Brownsville Western Heritage: $18,000 **Total Giving:** $525,835 (2024)

Where does Shirley C Caris Family Foundation make grants?

The foundation primarily funds organizations in: • Arizona • California • Texas

What size grants does Shirley C Caris Family Foundation award?

In 2024, Shirley C Caris Family Foundation awarded 26 grants totaling $526K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Shirley C Caris Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Shirley C Caris Family Foundation reported a distributable amount of $632K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Shirley C Caris Family Foundation's EIN?

Shirley C Caris Family Foundation's EIN (Employer Identification Number) is 86-0965394. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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