Nonprofit · EIN 25-6741662
CAREFREE FOUNDATION TR 051900
Also known as URDANG E SCOTT ET AL TTEE
Tax-exempt · SCOTTSDALE, AZ 85262
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $604,008 | $668,395 | -$64,387 | $4,066,312 | $0 | $4,066,312 |
| December 31, 2024 | 990-PF | $351,206 | $526,516 | -$175,310 | $3,902,114 | $0 | $3,902,114 |
| December 31, 2023 | 990-PF | $380,193 | $479,660 | -$99,467 | $3,600,587 | $0 | $3,600,587 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $47,045
- Net gain from sales of assets
- $556,963
Expenses
- Grants and similar amounts paid
- $659,400
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $659,900
- Excise tax on investment income
- $8,339
Balance sheet and other
- Total assets, start of year
- $3,902,114
- Total assets, end of year
- $4,066,312
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,066,312
- Fair market value of assets
- $4,066,312
- Qualifying distributions
- $659,900
- Net investment income
- $604,008
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| E SCOTT URDANG 9921 E STERLING RIDGE ROAD, SCOTTSDALE, AZ 85262 | MANAGER | 1 | $0 |
| MARILYN URDANG 9921 E STERLING RIDGE ROAD, SCOTTSDALE, AZ 85262 | MANAGER | 1 | $0 |
| JENNIFER STERN 243 HAMILTON ROAD, MERION STATION, PA 19066 | TRUSTEE | 1 | $0 |
| MELISSA BODIE 737 WAVERLY ROAD, BRYN MAWR, PA 19010 | TRUSTEE | 1 | $0 |
| JAMIE SUNENSHINE 5237 E VIA LOS CABALLOS, PARADISE VALLEY, AZ 85253 | TRUSTEE | 1 | $0 |
| EMILY NITIDO 4292 N SUNSET CLIFF DRIVE, TUCSON, AZ 85750 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| E SCOTT URDANG 9921 E STERLING RIDGE ROAD, SCOTTSDALE, AZ 85262 | MANAGER | 1 | $0 |
| MARILYN URDANG 9921 E STERLING RIDGE ROAD, SCOTTSDALE, AZ 85262 | MANAGER | 1 | $0 |
| JENNIFER STERN 243 HAMILTON ROAD, MERION STATION, PA 19066 | TRUSTEE | 1 | $0 |
| MELISSA BODIE 737 WAVERLY ROAD, BRYN MAWR, PA 19010 | TRUSTEE | 1 | $0 |
| JAMIE SUNENSHINE 5237 E VIA LOS CABALLOS, PARADISE VALLEY, AZ 85253 | TRUSTEE | 1 | $0 |
| EMILY NITIDO 4292 N SUNSET CLIFF DRIVE, TUCSON, AZ 85750 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| E SCOTT URDANG 9921 E STERLING RIDGE ROAD, SCOTTSDALE, AZ 85262 | MANAGER | 1 | $0 |
| MARILYN URDANG 9921 E STERLING RIDGE ROAD, SCOTTSDALE, AZ 85262 | MANAGER | 1 | $0 |
| JENNIFER STERN 243 HAMILTON ROAD, MERION STATION, PA 19066 | TRUSTEE | 1 | $0 |
| MELISSA BODIE 737 WAVERLY ROAD, BRYN MAWR, PA 19010 | TRUSTEE | 1 | $0 |
| JAMIE SUNENSHINE 5237 E VIA LOS CABALLOS, PARADISE VALLEY, AZ 85253 | TRUSTEE | 1 | $0 |
| EMILY NITIDO 4292 N SUNSET CLIFF DRIVE, TUCSON, AZ 85750 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9921 E STERLING RIDGE RD, SCOTTSDALE, AZ 85262-2879
- In care of
- % FAIRMAN GROUP FAMILY OFFICE
- Signed the 990-PF
- SCOTT URDANG, MANAGER
- Phone
- (480) 483-1170
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-6741662
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,066,312
- Income (IRS master file)
- $670,008
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $604,008 | $668,395 | $4,066,312 | IRS |
| 990-PF | December 2024 | $351,206 | $526,516 | $3,902,114 | IRS |
| 990-PF | December 2023 | $380,193 | $479,660 | $3,600,587 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-6741662).
Questions about CAREFREE FOUNDATION TR 051900
- What is the EIN of CAREFREE FOUNDATION TR 051900?
- The employer identification number (EIN) of CAREFREE FOUNDATION TR 051900 is 25-6741662.
- Is CAREFREE FOUNDATION TR 051900 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to CAREFREE FOUNDATION TR 051900 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAREFREE FOUNDATION TR 051900 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAREFREE FOUNDATION TR 051900 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAREFREE FOUNDATION TR 051900 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CAREFREE FOUNDATION TR 051900?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does CAREFREE FOUNDATION TR 051900 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $604,008, expenses of $668,395 and total assets of $4,066,312 at year end.
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