The Carefree Foundation
The Carefree Foundation is a private foundation based in Scottsdale, Arizona. In its 2025 filing, it reported giving $659,400 through 12 grants to charitable organizations, including organizations in Arizona and New York.
Key facts about The Carefree Foundation
In short: The Carefree Foundation gave $659K across 12 grants in 2025 (avg $55K), mostly in Arizona. 42% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 25-6741662
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $659,400
- Grants made (2025)
- 12
- Average grant
- $54,950
- Median grant
- $3,750
- New grantees (estimate)
- 42% first-time grantees (5 of 12, 2025)
- Total assets
- $4,066,312
- Primary geography
- Arizona (70% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds; it contributes only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.1M
+4.2% YoY
Annual Giving
$659K
+28.2% YoY
Grant Count
12
+71.4% YoY
Avg Grant Size
$55K
-25.2% YoY
Under IRS private-foundation payout rules, The Carefree Foundation reported a distributable amount of $193K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Carefree Foundation open to new grantees?
42%
first-time grantees, 2025
In 2025, 5 of 12 grantees (42%) were first-time recipients. First grants averaged $73K; repeat grants $42K. How we count
Medians: $2K first-time, $5K repeat.
- 33% of 2025 grantees were also funded in 2024. Method
- Giving grew 418% from 2022 to 2025. Method
- In 2025 it paid out 342% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for organizations working in historical and cultural education, cancer research, emergency medical response, multiple sclerosis, and osteogenesis imperfecta.
The Arizona Jewish Historical Society describes its mission as preserving and celebrating the heritage of Arizona’s Jewish communities and educating the public about Jewish history, including the Holocaust. Israel Cancer Research Fund says it supports cancer research in Israel. Friends of United Hatzalah says it raises and provides funding for organizations delivering medical and trauma-related first-responder services, with most of its support directed to United Hatzalah of Israel. The National Multiple Sclerosis Society states that it aims to cure MS and empower people affected by it. The Children’s Brittle Bone Foundation describes its work as funding research for a cure to osteogenesis imperfecta and providing assistance to people living with the condition.
Grantmaking
In filing year 2025, the foundation reported 12 grants totaling $659,400. Grants ranged from $1,000 to $360,000, with a median grant of $3,750. The largest awards were $360,000 to the Arizona Jewish Historical Society, $100,000 to Mayo Clinic, $100,000 to UJA Federation New York, and $80,900 to Damon Runyon Cancer Research Foundation. Each was listed for “general fund.”
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Geographic Focus
Where this funder awards grants
The 2025 filing reports that grant dollars went primarily to recipients in Arizona (70%) and New York (29%), with 1% going to Iowa. Pennsylvania and Georgia each accounted for 0% as reported. The listed grants also included a $1,000 award to the Children’s Brittle Bone Foundation in Zion, Illinois.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $127K (2022) to $659K (2025). In 2025 it made 12 grants totaling $659K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Arizona Jewish Historical Society ($360K). Together the top 10 received $657K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 28 grants of 41 (68%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Arizona Jewish Historical Society Phoenix, AZ | General Fund | $360,000 |
| Mayo Clinic Scottsdale, AZ | General Fund | $100,000 |
| UJA Federation New York New York, NY | General Fund | $100,000 |
| Damon Runyon Cancer Research Foundation New York, NY | General Fund | $80,900 |
| Israel Cancer Research Fund New York, NY | General Fund | $5,000 |
| University of Iowa Foundation Iowa City, IA | General Fund | $5,000 |
| Friends of United Hatzalah New York, NY | General Fund | $2,500 |
| National Multiple Sclerosis Society New York, NY | General Fund | $2,000 |
| 92NY New York, NY | General Fund | $1,000 |
| Adath Israel Merion Station, PA | General Fund | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $4,066,312 | $604,008 | $668,395 | $659,400 (12 grants) |
| 2024 | $3,902,114 | $351,206 | $526,516 | $514,220 (7 grants) |
| 2023 | $3,600,587 | $380,193 | $479,660 | $475,350 (9 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,066,312 | $3,902,114 | $3,600,587 |
| Revenue | $604,008 | $351,206 | $380,193 |
| Expenses | $668,395 | $526,516 | $479,660 |
| Qualifying Distributions | $659,900 | $514,720 | $475,850 |
| Net Investment Income | $599,913 | $346,161 | $376,383 |
| Distributable Amount | $192,733 | $190,807 | $159,867 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists E Scott Urdang and Marilyn Urdang as managers. It lists Jennifer Stern, Melissa Bodie, Jamie Sunenshine, and Emily Nitido as trustees.
The Carefree Foundation's 2025 filing lists 6 officers; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Emily Nitido
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jamie Sunenshine
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jennifer Stern
Trustee
On filings since 2020
1 hr/week
No compensation reported
Melissa Bodie
Trustee
On filings since 2020
1 hr/week
No compensation reported
E. Scott Urdang
Manager
On filings since 2020
1 hr/week
No compensation reported
Marilyn Urdang
Manager
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 9921 E Sterling Ridge Rd, Scottsdale, AZ 85262
Phone: (480) 483-1170
Frequently asked questions about The Carefree Foundation
How much does The Carefree Foundation give each year?
The Carefree Foundation gave $659K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $514K across 7 grants.
What is The Carefree Foundation's typical grant size?
The Carefree Foundation's median grant in 2025 was $3,750, and its average grant was $54,950, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Carefree Foundation that year got $73K on average.
Where does The Carefree Foundation give grants?
The Carefree Foundation gives mostly in Arizona: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (29%). The most frequent recipient cities were New York, NY (6 grants).
Does The Carefree Foundation give general operating support?
Yes: 100% of The Carefree Foundation's 2025 grants with a stated purpose (12 of 12) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Carefree Foundation's largest grantees?
The Carefree Foundation's largest 2025 grantees include Arizona Jewish Historical Society ($360,000), Mayo Clinic ($100,000) and UJA Federation New York ($100,000), according to its 2025 IRS Form 990-PF. Together they received 85% of its itemized 2025 grant dollars.
How large is The Carefree Foundation?
The Carefree Foundation reported $4.1M in total assets on its 2025 IRS Form 990-PF. It paid out $660K in qualifying distributions that year, against a required minimum of $193K (roughly 5% of its investment assets).
What does The Carefree Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants included support for organizations working in historical and cultural education, cancer research, emergency medical response, multiple sclerosis, and osteogenesis imperfecta. See mission & focus areas ↑
How do I apply for a grant from The Carefree Foundation?
The foundation does not accept unsolicited requests for funds; it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Carefree Foundation's EIN?
The Carefree Foundation's EIN (Employer Identification Number) is 25-6741662. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Carefree Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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