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Carefree Foundation Trust 051900 is a private trust based in SCOTTSDALE, AZ. The foundation received its IRS ruling in 2001. The principal officer is % Fairman Group Family Office. It holds total assets of $3.9M. Annual income is reported at $524K. The foundation operates in the area of philanthropy & grantmaking. According to available records, Carefree Foundation Trust 051900 has made 24 grants totaling $742K, with a median grant of $5K. Annual giving has grown from $140K in 2020 to $475K in 2023. Individual grants have ranged from $100 to $250K, with an average award of $31K. The foundation has supported 16 unique organizations. The foundation primarily supports organizations in Massachusetts, New York, New Jersey, which account for 50% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Carefree Foundation Trust 051900 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 24 grants. Its grantmaking reaches organizations primarily in MA, NY, NJ.
Carefree Foundation Trust 051900 has distributed a total of $742K across 24 grants. The median grant size is $5K, with an average of $31K. Individual grants have ranged from $100 to $250K.
Carefree Foundation Trust 051900 typically selects its grantees rather than accepting unsolicited proposals.
Carefree Foundation Trust 051900 is headquartered in SCOTTSDALE, AZ. While based in AZ, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Emily Nitido | TRUSTEE | $0 | $0 | $0 |
| Jamie Sunenshine | TRUSTEE | $0 | $0 | $0 |
| E Scott Urdang | MANAGER | $0 | $0 | $0 |
| Jennifer Stern | TRUSTEE | $0 | $0 | $0 |
| Melissa Bodie | TRUSTEE | $0 | $0 | $0 |
Total Giving
$480K
Total Assets
$3.6M
Fair Market Value
$3.6M
Net Worth
$3.6M
Grants Paid
$475K
Contributions
$0
Net Investment Income
$376K
Distribution Amount
$160K
Total Grants
24
Total Giving
$742K
Average Grant
$31K
Median Grant
$5K
Unique Recipients
16
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| United Methodist ChurchGENERAL FUND | Scottsdale, AZ | $100 | 2020 |
| Tufts UniversityGENERAL FUND | Medford, MA | $250K | 2023 |
| Damon Runyon Cancer Research FoundationGENERAL FUND | New York, NY | $108K | 2023 |
| Uja Federation New YorkGENERAL FUND | New York, NY | $100K | 2023 |
| Foundation For The Advancement Of Research In Financial EconomicsGENERAL FUND | Pittsburgh, PA |
| Marilyn Urdang |
| MANAGER |
| $0 |
| $0 |
| $0 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| $10K |
| 2023 |
| Israel Cancer Research FundGENERAL FUND | New York, NY | $5K | 2023 |
| Jewish Links IncGENERAL FUND | Farmington, CT | $2K | 2023 |
| Adath IsraelGENERAL FUND | Merion Station, PA | $600 | 2023 |
| Friends CentralGENERAL FUND | Wynnewood, PA | $500 | 2023 |
| Care Cancer ResearchGENERAL FUND | New York, NY | $250 | 2023 |
| Blair AcademyGENERAL FUND | Blairstown, NJ | $100K | 2022 |
| University Of Iowa FoundationGENERAL FUND | Iowa City, IA | $13K | 2022 |
| Desert Mountain FoundationGENERAL FUND | Phoenix, AZ | $350 | 2022 |
| Mayo ClinicGENERAL FUND | Scottsdale, AZ | $100K | 2020 |
| Jewish National FundGENERAL FUND | Scottsdale, AZ | $2K | 2020 |
| Chop FoundationGENERAL FUND | Philadelphia, PA | $1K | 2020 |
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