The Carl & Mabel Shurtz Foundation
The Carl & Mabel Shurtz Foundation is a private foundation, based in TUCSON, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $733K in total assets. In 2024, it awarded 16 grants totaling $30K. Net investment income was $50K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$733K
+7.0% YoY
Annual Giving
$30K
+5.3% YoY
Grant Count
16
+14.3% YoY
Avg Grant Size
$2K
-7.9% YoY
Under IRS private-foundation payout rules, The Carl & Mabel Shurtz Foundation reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.
About The Carl & Mabel Shurtz Foundation
Based on IRS filings
The Carl & Mabel Shurtz Foundation is a private foundation, based in TUCSON, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $733K in total assets. In 2024, it awarded 16 grants totaling $30K. Net investment income was $50K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $732,620 | $684,519 | $663,882 |
| Revenue | $52,775 | $43,463 | $56,144 |
| Expenses | $38,516 | $37,104 | $37,919 |
| Qualifying Distributions | $35,825 | $34,430 | $35,685 |
| Net Investment Income | $50,419 | $27,886 | $35,443 |
| Distributable Amount | $35,712 | $32,597 | $34,645 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
79 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Marshall Home for Men ($3,000), Pusch Ridge Christian Academy ($3,000), Amphi Foundation ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BIG BROTHERS BIG SISTERS OF TUCSON TUCSON, AZ | ONE-TO-ONE RELATIONSHIPS FOR KIDS | $2,000 |
| CASA ESPERANZA PARA NINOS SIERRA VISTA, AZ | SUPPORT HOUSE OF HOPE FOR CHILDREN | $1,000 |
| COMM HOME REPAIRS PROJECTS OF AZ TUCSON, AZ | HOME REPAIRS FOR THE DISADVANTAGED | $2,000 |
| INTERFAITH COMMUNITY SERVICES TUCSON, AZ | ASSIST PEOPLE IN FINANCIAL CRISIS | $1,500 |
| MARSHALL HOME FOR MEN TUCSON, AZ | CARE FOR ELDERLY & INFIRM MEN | $3,000 |
| MOBILE MEALS OF TUCSON INC TUCSON, AZ | PROVIDE MEALS FOR HOMEBOUND ADULTS | $1,500 |
| PIMA COUNCIL ON AGING TUCSON, AZ | ASSIST THE DISABLED & ELDERLY | $1,000 |
| YOUTH ON THEIR OWN TUCSON, AZ | TO EDUCATE HOMELESS TEENS | $2,500 |
| PUSCH RIDGE CHRISTIAN ACADEMY TUCSON, AZ | EDUCATION | $3,000 |
| ARIZONA VETERANS MEM CEMTERY FOUND CORTARO, AZ | COMMUNITY SERVICE | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SIDNEY L FELKER | MANAGING DIR | — | $6,950 |
| GEORGE DEAKIN | DIRECTOR | — | — |
| STEPHEN STEWART | DIRECTOR | — | — |
Frequently Asked Questions
How large is The Carl & Mabel Shurtz Foundation?
As of 2024, The Carl & Mabel Shurtz Foundation holds $733K in total assets with $53K in annual revenue. It awarded 16 grants totaling $30K in 2024.
Where does The Carl & Mabel Shurtz Foundation operate?
The Carl & Mabel Shurtz Foundation has awarded grants in Arizona.
What size grants does The Carl & Mabel Shurtz Foundation award?
In 2024, The Carl & Mabel Shurtz Foundation awarded 16 grants totaling $30K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Carl & Mabel Shurtz Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Carl & Mabel Shurtz Foundation reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Carl & Mabel Shurtz Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.