Nonprofit · EIN 84-6021153
JESS AND ROSE KORTZ AND PEARLE RAE FOUNDATION
Tax-exempt · DENVER, CO 80230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $460,610 | $280,424 | $180,186 | $4,469,544 | $0 | $4,469,544 |
| November 30, 2023 | 990-PF | $207,506 | $233,639 | -$26,133 | $4,289,358 | $0 | $4,289,358 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $40,390
- Interest
- $68,479
- Net gain from sales of assets
- $351,664
- Other income
- $77
Expenses
- Grants and similar amounts paid
- $259,630
- Disbursements for charitable purposes
- $260,880
- Excise tax on investment income
- $6,141
Balance sheet and other
- Total assets, start of year
- $4,289,358
- Total assets, end of year
- $4,469,544
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,469,544
- Fair market value of assets
- $6,054,706
- Qualifying distributions
- $260,880
- Net investment income
- $460,610
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEARLE KORTZ LEVEY 7781 E 8TH AVE, DENVER, CO 80230 | PRES. | 1 | $0 |
| KENNETH M LAFF 7781 E 8TH AVE, DENVER, CO 80230 | V.P. | 1 | $0 |
| BARBARA WEIL LAFF 7781 E 8TH AVE, DENVER, CO 80230 | DIRECTOR | 0 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEARLE KORTZ LEVEY 7781 E 8TH AVE, DENVER, CO 80230 | PRES. | 1 | $0 |
| KENNETH M LAFF 7781 E 8TH AVE, DENVER, CO 80230 | V.P. | 1 | $0 |
| BARBARA WEIL LAFF 7781 E 8TH AVE, DENVER, CO 80230 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 7781 E 8TH AVE, DENVER, CO 80230-6105
- Signed the 990-PF
- KENNETH M LAFF, V.P.
- Phone
- (303) 337-8148
- Return prepared by
- JACKSON DOERKSEN & MCPETERS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-6021153
- 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
- 1949
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,469,544
- Income (IRS master file)
- $1,251,347
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $460,610 | $280,424 | $4,469,544 | XML |
| 990-PF | November 2023 | $207,506 | $233,639 | $4,289,358 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 84-6021153).
Questions about JESS AND ROSE KORTZ AND PEARLE RAE FOUNDATION
- What is the EIN of JESS AND ROSE KORTZ AND PEARLE RAE FOUNDATION?
- The employer identification number (EIN) of JESS AND ROSE KORTZ AND PEARLE RAE FOUNDATION is 84-6021153.
- Is JESS AND ROSE KORTZ AND PEARLE RAE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
- Are donations to JESS AND ROSE KORTZ AND PEARLE RAE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JESS AND ROSE KORTZ AND PEARLE RAE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JESS AND ROSE KORTZ AND PEARLE RAE FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JESS AND ROSE KORTZ AND PEARLE RAE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of JESS AND ROSE KORTZ AND PEARLE RAE FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does JESS AND ROSE KORTZ AND PEARLE RAE FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $460,610, expenses of $280,424 and total assets of $4,469,544 at year end.
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