Kurtz Family Foundation Trust

Private foundation · Grantmaker Georgetown, CT EIN: 90-0804736

KURTZ FAMILY FOUNDATION TRUST is a private foundation based in Georgetown, Connecticut. Its 2025 filing lists 83 grants totaling $562,000 to charitable organizations, with awards supporting organizations working in areas including health, humanitarian response, food assistance, and community services.

Key facts about Kurtz Family Foundation Trust

In short: Kurtz Family Foundation Trust gave $562K across 83 grants in 2025 (avg $7K), top state Connecticut. 24% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
90-0804736
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$562,000
Grants made (2025)
83
Average grant
$6,771
Median grant
$3,500
New grantees (estimate)
24% first-time grantees (20 of 83, 2025)
Total assets
$6,670,037
Primary geography
Connecticut (33% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.7M

+12.4% YoY

Annual Giving

$562K

+35.3% YoY

Grant Count

83

+27.7% YoY

Avg Grant Size

$7K

+5.9% YoY

Under IRS private-foundation payout rules, Kurtz Family Foundation Trust reported a distributable amount of $827K for 2025 — the minimum it must pay out in qualifying distributions.

Is Kurtz Family Foundation Trust open to new grantees?

24%

first-time grantees, 2025

In 2025, 20 of 83 grantees (24%) were first-time recipients. First grants averaged $4K; repeat grants $8K. How we count

Medians: $3K first-time, $5K repeat.

  • 70% of 2025 grantees were also funded in 2024. Method
  • Giving grew 71% from 2022 to 2025. Method
  • In 2025 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants included support for health and medical research, humanitarian relief, food assistance, climate-science legal defense, and services for people affected by abuse and violence. These are areas represented by its grantees, not stated foundation priorities.

For example, World Central Kitchen describes its work as providing meals in response to humanitarian, climate, and community crises. The Climate Science Legal Defense Fund says it supports scientists threatened or silenced for doing their jobs. The Center for Family Justice describes its work as breaking cycles of domestic, sexual, and child abuse through services, education, and community collaboration.

Grantmaking

In filing year 2025, the foundation reported 83 grants totaling $562,000. Grants ranged from $1,000 to $50,000, with a median award of $3,500. The largest listed award was $50,000 to Memorial Sloan Kettering Cancer Center for general support. Other notable 2025 grants included $30,000 to Multiple Myeloma Research Foundation, $25,000 each to Cheshire Health Foundation, Climate Science Legal Defense Fund, Doctors Without Borders USA, and World Central Kitchen, and $20,000 each to Americares, Global Lyme Alliance, and The Center for Family Justice. The listed grants were for general support.

Your AI grants department

Ready to take the next step with Kurtz Family Foundation Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

In 2025, Connecticut received the largest share of grant dollars (33%), followed by New York (19%), New Hampshire (12%), Massachusetts (11%), and Maryland (7%). These figures describe the locations of recipients listed in the filing.

Grant Distribution by State

22states

Share of 2025 grant dollars across all 83 itemized grants.

Cities

New YorkWashingtonKeeneWestonNantucketSouthportBridgeportFairfieldNew HavenStamfordLowellNorwalkBostonChesterfieldClarksburgHood RiverIrvineMemphisNewingtonNewtown

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K81 grants2020 83 grants2021 82 grants2022 80 grants2023 65 grants2024 83 grants2025

From 2020 to 2025, annual grant giving ranged from $276K (2020) to $562K (2025). In 2025 it made 83 grants totaling $562K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Memorial Sloan Kettering Cancer Center: $50KMemorial Sloan KetteringCancer Center$50KMultiple Myeloma Research Foundation: $30KMultiple Myeloma ResearchFoundation$30KCheshire Health Foundation: $25KCheshire Health Foundation$25KClimate Science Legal Defense Fund: $25KClimate Science Legal DefenseFund$25KDoctors Without Borders USA Inc: $25KDoctors Without Borders USAInc$25KWorld Central Kitchen: $25KWorld Central Kitchen$25KAmericares: $20KAmericares$20KGlobal Lyme Alliance: $20KGlobal Lyme Alliance$20KThe Center for Family Justice: $20KThe Center for Family Justice$20KJerusalem Peace Builders: $15KJerusalem Peace Builders$15K

The largest 2025 recipient was Memorial Sloan Kettering Cancer Center ($50K). Together the top 10 received $255K.

Grant Size Distribution

393 grants across all recorded years

391<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 391 grants of 393 (99%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Memorial Sloan Kettering Cancer Center New York, NYGeneral Support$50,000
Multiple Myeloma Research Foundation Norwalk, CTGeneral Support$30,000
Cheshire Health Foundation Keene, NHGeneral Support$25,000
Climate Science Legal Defense Fund New York, NYGeneral Support$25,000
Doctors Without Borders USA Inc Hagerstown, MDGeneral Support$25,000
World Central Kitchen Washington, DCGeneral Support$25,000
Americares Stamford, CTGeneral Support$20,000
Global Lyme Alliance Woburn, MAGeneral Support$20,000
The Center for Family Justice Bridgeport, CTGeneral Support$20,000
Jerusalem Peace Builders Houston, TXGeneral Support$15,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2025 $6,670,037 $1,226,186 $833,397 $562,000 83
2024 $5,935,748 $544,118 $657,804 $415,500 65
2023 $6,179,864 $74,136 $535,394 $366,500 80
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$6,670,037$5,935,748$6,179,864
Revenue$1,226,186$544,118$74,136
Expenses$833,397$657,804$535,394
Qualifying Distributions$658,004$511,043$456,563
Net Investment Income$1,050,793$397,357$24,014
Distributable Amount$827,010$681,265$479,842

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Thomas Kurtz and Lisa Todd as trustees.

Kurtz Family Foundation Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Thomas Kurtz

    Trustee

    On filings since 2020

    0.5 hrs/week

    $19K (2020) → $49K (2025)

  • Lisa Todd

    Trustee

    On filings since 2022

    1.5 hrs/week

    $5K (2022) → $54K (2025)

Former officers (1)
  • Former: Robert Kurtz (2020–2023) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Lisa Todd — Trustee: $54KLisa ToddTrustee$54KThomas Kurtz — Trustee: $49KThomas KurtzTrustee$49K

The highest reported compensation on the 2025 filing was $54K, to Lisa Todd (Trustee). 2 officers or directors reported compensation on that filing.

Contact

Mailing address: PO Box 660, Georgetown, CT 06829-0660
Phone: (203) 327-7151

Frequently asked questions about Kurtz Family Foundation Trust

How much does Kurtz Family Foundation Trust give each year?

Kurtz Family Foundation Trust gave $562K across 83 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $416K across 65 grants.

What is Kurtz Family Foundation Trust's typical grant size?

Kurtz Family Foundation Trust's median grant in 2025 was $3,500, and its average grant was $6,771, across 83 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Kurtz Family Foundation Trust that year got $4K on average.

Where does Kurtz Family Foundation Trust give grants?

Kurtz Family Foundation Trust's top state is Connecticut, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (19%) and New Hampshire (12%). The most frequent recipient cities were New York, NY (9 grants), Nantucket, MA (7 grants), Keene, NH (6 grants) and Washington, DC (6 grants).

Does Kurtz Family Foundation Trust give general operating support?

Yes: 100% of Kurtz Family Foundation Trust's 2025 grants with a stated purpose (83 of 83) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Kurtz Family Foundation Trust's largest grantees?

Kurtz Family Foundation Trust's largest 2025 grantees include Memorial Sloan Kettering Cancer Center ($50,000), Multiple Myeloma Research Foundation ($30,000) and Cheshire Health Foundation ($25,000), according to its 2025 IRS Form 990-PF. Together they received 19% of its itemized 2025 grant dollars.

How large is Kurtz Family Foundation Trust?

Kurtz Family Foundation Trust reported $6.7M in total assets on its 2025 IRS Form 990-PF. It paid out $658K in qualifying distributions that year, against a required minimum of $827K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Kurtz Family Foundation Trust fund?

No mission statement for the foundation is provided. Its 2025 grants included support for health and medical research, humanitarian relief, food assistance, climate-science legal defense, and services for people affected by abuse and violence. See mission & focus areas ↑

How do I apply for a grant from Kurtz Family Foundation Trust?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Kurtz Family Foundation Trust's EIN?

Kurtz Family Foundation Trust's EIN (Employer Identification Number) is 90-0804736. IRS Form 990 filing data is available on this page for 2020–2025.

Does Kurtz Family Foundation Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Your AI grants department

Here's the math on researching Kurtz Family Foundation Trust by hand.

Explore Open Grants

Browse active grant opportunities in Kurtz Family Foundation Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Aetna Foundation Inc

Hartford, CT

Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.

Assets

—

Grants

65

Total Given

$7.2M

Americares Foundation Inc

Stamford, CT

Americares funds health care organizations and programs focused on disaster preparedness and recovery, access to medicines and medical supplies, and community health services. In 2025, its grants ranged from $5,073 to $3.86 million, with a median of about $58,700; it works in the United States and internationally, reaching an average of 80 countries each year. The profile does not state whether it accepts unsolicited requests.

International, Foreign Affairs & National Security

Assets

$372.5M

Grants

635

Total Given

$113.3M

American Savings Foundation Inc

New Britain, CT

American Savings Foundation supports education, human services, and arts and culture, especially programs serving children, youth, and families in Connecticut, with a focus on New Britain and Waterbury. Its 2024 grants ranged from $234 to $150,000, with a median of $1,750; Community Grants are capped at $5,000. It provides application forms for Program and Community Grants, but the profile does not state whether it accepts unsolicited requests.

Assets

$107.0M

Grants

613

Total Given

$3.4M

Hartford Foundation for Public Giving

Hartford, CT

The Greater Hartford Gives Foundation funds nonprofits addressing community needs, with priorities including racial equity, economic and social mobility, wellbeing, neighborhoods, civic engagement, and arts and culture. Its 2024 itemized grants had a median of about $21,600, and it primarily serves 29 Greater Hartford towns. It accepts applications through specific requests for proposals and grant cycles; eligibility varies by opportunity.

Assets

$1.2B

Grants

613

Total Given

$52.0M

Eversource Energy Foundation Inc

Hartford, CT

The Eversource Energy Foundation funds U.S. 501(c)(3) nonprofits working on basic needs, education, environmental stewardship, community engagement, and economic or workforce development. It gives in Eversource’s service territory in Connecticut, Massachusetts, and New Hampshire; its 2024 median grant was $2,000, though awards ranged from $250 to $700,000.

Assets

$12.5M

Grants

606

Total Given

$6.2M

The Community Foundation for Greater New Haven

New Haven, CT

The Community Foundation for Greater New Haven funds nonprofits working in areas including civic vitality, arts and culture, health, and education, with competitive grants for organizations serving its 20-town region. Its 2024 grants ranged from $5,154 to $2.8 million, with a median of $15,000; it accepts applications through specific grant programs, while most donor-advised and designated fund distributions are not open to applications.

Philanthropy, Voluntarism & Grantmaking

Assets

$627.4M

Grants

505

Total Given

$23.4M

Fairfield County's Community Foundation Inc

Norwalk, CT

Fairfield County’s Community Foundation funds equity-focused work including education and youth development, economic opportunity, women and girls’ health, housing, civic engagement, and nonprofit capacity, primarily benefiting Fairfield County residents. Its 2025 grants had a median of $24,080 and ranged from $5,194 to $2 million; it accepts applications for some programs, including rolling capacity-building and small-grant opportunities, while Strategic Partner Grants are invitation-only.

Philanthropy, Voluntarism & Grantmaking

Assets

$291.4M

Grants

448

Total Given

$25.7M

Viking Global Foundation Inc

Stamford, CT

Philanthropy, Voluntarism & Grantmaking

Assets

$7.1M

Grants

423

Total Given

$3.6M

Ion Bank Foundation Inc

Naugatuck, CT

Philanthropy, Voluntarism & Grantmaking

Assets

$15.3M

Grants

419

Total Given

$1.0M

Synchrony Foundation

Stamford, CT

In 2024, Synchrony Foundation supported charitable organizations across workforce development, education, financial assistance, and giving, with grants ranging from $150 to $2.6 million and a median of $10,000. Its largest shares of grant funding went to Connecticut, New York, and South Carolina, followed by the District of Columbia and New Jersey; it does not accept unsolicited requests and funds preselected organizations only.

Philanthropy, Voluntarism & Grantmaking

Assets

$72.3M

Grants

394

Total Given

$20.5M

Yale University

New Haven, CT

Yale supports education, research, scholarship, preservation, public service, and community organizations, including through sponsored research and fellowships. Its 2025 grants ranged from $3,000 to $14.3 million, with a median of about $136,000; recipients were based mainly in Connecticut, California, Massachusetts, New York, and Pennsylvania. The profile does not state whether Yale accepts unsolicited requests.

Education

Assets

$58.9B

Grants

364

Total Given

$168.2M

More Funders in Connecticut

Kurtz Family Foundation Trust down — hundreds of funders to go?

Want AI to do this for you?