The Carl & Mabel Shurtz Foundation
The Carl & Mabel Shurtz Foundation is a private foundation based in Tucson, Arizona. In its 2025 filing, it reported giving $30,000 through 17 grants, all to Arizona recipients. Its grants included support for organizations serving older adults, children and families, students, and people facing financial hardship.
The Carl & Mabel Shurtz Foundation at a glance
In short: The Carl & Mabel Shurtz Foundation gave $30K across 17 grants in 2025 (avg $2K), mostly in Arizona. 6% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,000
- +0.0% vs 2024
- Grants made (2025)
- 17
- +6.3% vs 2024
- Average grant
- $1,765
- -5.9% vs 2024
- Median grant
- $1,500
- Total assets
- $819,501
- +11.9% vs 2024
- New grantees (estimate)
- 6% first-time grantees (1 of 17, 2025; small sample)
- Primary geography
- Arizona (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Carl & Mabel Shurtz Foundation
- How to Apply
-
Contact Sidney L. Felker with the materials described above. The filing says the foundation does not restrict giving to preselected organizations.
- Review Cycle
- Applications are preferred by September 1 for the period ending December 31 each year, with recipients notified before December 31. The September 1, 2026 preferred deadline has passed.
- Deadline
- Applications are preferred by September 1 for the period ending December 31 each year, with recipients notified before…
- Contact
Application contact: Sidney L Felker
Mailing address: 7440 N Oracle Rd Bldg 2, Tucson, AZ 85704
Phone: (520) 742-0440
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Carl & Mabel Shurtz Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Marshall Home for Men ($4K). Together the top 10 received $24K.
Grant Size Distribution
81 grants across all recorded years
The most common grant size was under $50K: 81 grants of 81 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s 2025 filing states a preference for qualified organizations in Tucson, Arizona. All of its 2025 grant dollars went to recipients in Arizona.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
States
Cities
Is The Carl & Mabel Shurtz Foundation open to new grantees?
6%
first-time grantees, 2025
In 2025, 1 of 17 grantees (6%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $2K; repeat grants $2K. How we count
Medians: $2K first-time, $1K repeat.
- 88% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $25K (2021) to $30K (2025). In 2025 it made 17 grants totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marshall Home for Men Tucson, AZ | Care for Elderly & Infirm Men | $3,500 |
| Amphi Foundation Tucson, AZ | Community Service | $3,500 |
| Pusch Ridge Christian Academy Tucson, AZ | Education | $3,000 |
| Youth on Their Own Tucson, AZ | To Educate Homeless Teens | $2,500 |
| Ronald McDonald House Charities Tucson, AZ | Support Ill Children & Families | $2,500 |
| Tucson Botanical Gardens Tucson, AZ | Educational Programs | $2,500 |
| Comm Home Repairs Projects of AZ Tucson, AZ | Home Repairs for the Disadvantaged | $2,000 |
| Children's Clinics for Rehab Svcs Tucson, AZ | Provide Medical Services | $2,000 |
| Caring Ministries Tucson, AZ | Provide Food & Clothing | $1,500 |
| Big Brothers Big Sisters of Tucson Tucson, AZ | One-to-One Relationships for Kids | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $819,501 | $77,451 | $39,061 | $30,000 | 17 | $36,091 | $63,608 | $37,823 |
| 2024 | $732,620 | $52,775 | $38,516 | $30,000 | 16 | $35,825 | $50,419 | $35,712 |
| 2023 | $684,519 | $43,463 | $37,104 | $28,500 | 14 | $34,430 | $27,886 | $32,597 |
| 2022 | $663,882 | $56,144 | $37,919 | $28,500 | 18 | $35,685 | $35,443 | $34,645 |
| 2021 | $762,549 | $48,144 | $31,694 | $24,500 | 16 | $29,721 | $38,507 | $34,090 |
| 2020 | $644,111 | $37,401 | $31,634 | $25,000 | 15 | — | $31,085 | $30,724 |
Under IRS private-foundation payout rules, The Carl & Mabel Shurtz Foundation reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations. For example, Marshall Home for Men says it provides lodging, food, and care for elderly or infirm men; Youth On Their Own says it supports the high school graduation and continued success of youth experiencing homelessness in Pima County; and Ronald McDonald House Charities says it provides services to remove barriers, strengthen families, and promote healing when children need healthcare.
Other 2025 grantees describe their work as including Christian education (Pusch Ridge Christian Academy), connecting people with plants and nature (Tucson Botanical Gardens), and food and clothing distribution in Southern Arizona (Caring Ministries). These are the grantees’ descriptions of their own missions.
Grantmaking
In 2025, the foundation awarded 17 grants totaling $30,000. Grants ranged from $500 to $3,500, with a median of $1,500. Notable awards included $3,500 to Marshall Home for Men and $3,500 to Amphi Foundation; $3,000 to Pusch Ridge Christian Academy; and $2,500 each to Youth On Their Own, Ronald McDonald House Charities, and Tucson Botanical Gardens. Other listed recipients included Community Home Repairs Projects of AZ ($2,000), Children’s Clinics for Rehab Services ($2,000), Caring Ministries ($1,500), Big Brothers Big Sisters of Tucson ($1,000), Interfaith Community Services ($1,000), and Mobile Meals of Tucson ($1,000).
The foundation’s 2025 filing says its application materials are a short written narrative of the project and a copy of the organization’s IRS 501(c)(3) exemption letter; it may request additional information. The filing states that awards are typically not more than $500–$2,000, and that preference is given to qualified organizations in Tucson, Arizona.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Sidney L. Felker as managing director and George Deakin and Stephen Stewart as directors.
The Carl & Mabel Shurtz Foundation is led by Sidney L. Felker, Managing Director on every filing since 2020; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Sidney L. Felker
Managing Director
On filings since 2020
$6K (2020) → $7K (2025)
George Deakin
Director
On filings since 2022
$300 (2022) → $350 (2025)
Stephen Stewart
Director
On filings since 2022
$300 (2022) → $350 (2025)
Former officers (2)
- Former: Laura C. Foggiano (2020) — President & Director
- Former: Marion F. Stewart (2020) — Vice President & Director
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Sidney L Felker (Managing DIR). 3 officers or directors reported compensation on that filing.
Frequently asked questions about The Carl & Mabel Shurtz Foundation
How much does The Carl & Mabel Shurtz Foundation give each year?
The Carl & Mabel Shurtz Foundation gave $30K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 16 grants.
What is The Carl & Mabel Shurtz Foundation's typical grant size?
The Carl & Mabel Shurtz Foundation's median grant in 2025 was $1,500, and its average grant was $1,765, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Carl & Mabel Shurtz Foundation that year got $2K on average.
Where does The Carl & Mabel Shurtz Foundation give grants?
The Carl & Mabel Shurtz Foundation gives mostly in Arizona: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Tucson, AZ (15 grants).
Does The Carl & Mabel Shurtz Foundation give general operating support?
Not in 2025: none of the 17 grants with a stated purpose on The Carl & Mabel Shurtz Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are The Carl & Mabel Shurtz Foundation's largest grantees?
The Carl & Mabel Shurtz Foundation's largest 2025 grantees include Marshall Home for Men ($3,500), Amphi Foundation ($3,500) and Pusch Ridge Christian Academy ($3,000), according to its 2025 IRS Form 990-PF. Together they received 33% of its itemized 2025 grant dollars.
How large is The Carl & Mabel Shurtz Foundation?
The Carl & Mabel Shurtz Foundation reported $820K in total assets on its 2025 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $38K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Carl & Mabel Shurtz Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations. See mission & focus areas ↑
How do I apply for a grant from The Carl & Mabel Shurtz Foundation?
Contact Sidney L. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Carl & Mabel Shurtz Foundation's EIN?
The Carl & Mabel Shurtz Foundation's EIN (Employer Identification Number) is 86-0761758. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
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