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Nonprofit · EIN 20-2018993

KURTZ FAMILY FOUNDATION

Tax-exempt · WINSTON SALEM, NC 27104

Financials

$305K$315K2023$781K$289K2024$131K$317K2025
Revenue Expenses · by fiscal year end
Financials of KURTZ FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$131,394$317,302-$185,908$3,136,464$0$3,136,464
December 31, 2024990-PF$781,139$288,681$492,458$3,322,372$0$3,322,372
December 31, 2023990-PF$305,295$315,287-$9,992$2,829,914$0$2,829,914
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$130,827
Net gain from sales of assets
$567

Expenses

Grants and similar amounts paid
$284,000
Disbursements for charitable purposes
$284,000
Excise tax on investment income
$1,516

Balance sheet and other

Total assets, start of year
$3,322,372
Total assets, end of year
$3,136,464
Total liabilities, end of year
$0
Net assets, end of year
$3,136,464
Fair market value of assets
$6,660,290
Qualifying distributions
$284,000
Net investment income
$131,394

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.

NameTitleHours / weekCompensation
ANITA SUE BRENNER KURTZ
712 ALDERSGATE DRIVE APT 308, WINSTONSALEM, NC 27104
PRESIDENT / DIRECTOR1$0
ARTHUR HUGO KURTZ
712 ALDERSGATE DRIVE APT 308, WINSTONSALEM, NC 27104
EXEC. VICE PRESIDENT / DIRECTOR1$0
JON BRENNER KURTZ
2690 CHATHAM FARM ROAD, WINSTONSALEM, NC 27106
VICE PRES. / TREAS. / DIRECTOR1$0
DAVID ALEX KURTZ
2519 FOURTH STREET APT 2, SANTA MONICA, CA 90405
VICE PRES. / SECR. / DIRECTOR1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Anita Sue Brenner Kurtz
712 Aldersgate Drive Apt 308, WinstonSalem, NC 27104
President / Director1$0
Arthur Hugo Kurtz
712 Aldersgate Drive Apt 308, WinstonSalem, NC 27104
Exec. Vice President / Director1$0
Jon Brenner Kurtz
2690 Chatham Farm Road, WinstonSalem, NC 27106
Vice Pres. / Treas. / Director1$0
David Alex Kurtz
2519 Fourth Street Apt 2, Santa Monica, CA 90405
Vice Pres. / Secr. / Director1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Anita Sue Brenner Kurtz
712 Aldersgate Drive Apt 308, WinstonSalem, NC 27104
President / Director1$0
Arthur Hugo Kurtz
712 Aldersgate Drive Apt 308, WinstonSalem, NC 27104
Exec. Vice President / Director1$0
Jon Brenner Kurtz
2690 Chatham Farm Road, WinstonSalem, NC 27106
Vice Pres. / Treas. / Director1$0
David Alex Kurtz
2519 Fourth Street Apt 2, Santa Monica, CA 90405
Vice Pres. / Secr. / Director1$0

Address and contacts

Address (IRS master file)
712 ALDERSGATE DR UNIT 308, WINSTON SALEM, NC 27104-1185
In care of
% ANITA SUE BRENNER KURTZ
Signed the 990-PF
ARTHUR KURTZ, EXEC VICE PRESIDENT
Phone
(336) 407-0027
Return prepared by
FORVIS MAZARS LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-2018993
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,136,464
Income (IRS master file)
$1,112,281

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$131,394$317,302$3,136,464XML
990-PFDecember 2024$781,139$288,681$3,322,372XML
990-PFDecember 2023$305,295$315,287$2,829,914XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 20-2018993).

Questions about KURTZ FAMILY FOUNDATION

What is the EIN of KURTZ FAMILY FOUNDATION?
The employer identification number (EIN) of KURTZ FAMILY FOUNDATION is 20-2018993.
Is KURTZ FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to KURTZ FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KURTZ FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KURTZ FAMILY FOUNDATION 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 KURTZ FAMILY FOUNDATION 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 KURTZ FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does KURTZ FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $131,394, expenses of $317,302 and total assets of $3,136,464 at year end.

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