The Carefree Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCOTTSDALE, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 7 grants totaling $514K. Net investment income was $346K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.9M
+8.4% YoY
Annual Giving
$514K
+8.2% YoY
Grant Count
7
-22.2% YoY
Avg Grant Size
$73K
+39.1% YoY
About The Carefree Foundation
Based on IRS filings
The Carefree Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SCOTTSDALE, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 7 grants totaling $514K. Net investment income was $346K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,902,114 | $3,600,587 | $3,259,294 |
| Revenue | $351,206 | $380,193 | $117,152 |
| Expenses | $526,516 | $479,660 | $141,227 |
| Qualifying Distributions | $514,720 | $475,850 | $127,725 |
| Net Investment Income | $346,161 | $376,383 | $109,290 |
| Distributable Amount | $190,807 | $159,867 | $163,560 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| E SCOTT URDANG | MANAGER | 1 | — |
| MARILYN URDANG | MANAGER | 1 | — |
| JENNIFER STERN | TRUSTEE | 1 | — |
| MELISSA BODIE | TRUSTEE | 1 | — |
| JAMIE SUNENSHINE | TRUSTEE | 1 | — |
| EMILY NITIDO | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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