Kurtz Family Foundation Trust
The Kurtz Family Foundation Trust is a private foundation established in 2013 and based in Georgetown, Connecticut. It operates as a charitable trust with a focus on general support grantmaking to nonprofit organizations across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.9M
-4.0% YoY
Annual Giving
$416K
+13.4% YoY
Grant Count
65
-18.8% YoY
Avg Grant Size
$6K
+39.5% YoY
Under IRS private-foundation payout rules, Kurtz Family Foundation Trust reported a distributable amount of $681K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding interests include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Community Health
- Health and Medical Services
- Health and Wellness
Grantmaking
The foundation made 81 grants totaling $415,500 in its most recent fiscal year. Notable recent grants include:
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Connecticut, New Hampshire, and New York.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2024:
- Total Assets: $5,935,748
- Total Giving: $415,500
- Total Revenues: $544,118
- Total Expenses: $657,804
- Number of Employees: 1
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,935,748 | $6,179,864 | $6,510,692 |
| Revenue | $544,118 | $74,136 | $84,543 |
| Expenses | $657,804 | $535,394 | $484,273 |
| Qualifying Distributions | $511,043 | $456,563 | $413,981 |
| Net Investment Income | $397,357 | $24,014 | $119,980 |
| Distributable Amount | $681,265 | $479,842 | $454,231 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Memorial Sloan Kettering Cancer Center ($50,000), Multiple Myeloma Research Foundation ($30,000), Colby ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN HEART ASSOCIATION DALLAS, TX | GENERAL SUPPORT | $3,000 |
| AMERICAN KIDNEY FUND ROCKVILLE, MD | GENERAL SUPPORT | $1,000 |
| AMERICARES STAMFORD, CT | GENERAL SUPPORT | $15,000 |
| ARTHRITIS NATIONAL RESEARCH FOUNDATION IRVINE, CA | GENERAL SUPPORT | $5,000 |
| BRIDGEPORT RESCUE MISSION BRIDGEPORT, CT | GENERAL SUPPORT | $3,000 |
| BUILD ON STAMFORD, CT | GENERAL SUPPORT | $5,000 |
| CHESHIRE HEALTH FOUNDATION KEENE, NH | GENERAL SUPPORT | $20,000 |
| CHESTERFIELD FIRE & RESCUE ASSOCIATION CHESTERFIELD, NH | GENERAL SUPPORT | $2,000 |
| CLIMATE SCIENCE LEGAL DEFENSE FUND NEW YORK, NY | GENERAL SUPPORT | $20,000 |
| CLOSER TO FREE NEW HAVEN, CT | GENERAL SUPPORT | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THOMAS KURTZ | TRUSTEE | 0.25 | $49,000 |
| LISA TODD | TRUSTEE | 1 | $54,000 |
Contact Information
Address: PO Box 660 Georgetown, CT 06829-0660
Telephone: 203-327-7151
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Kurtz Family Foundation Trust fund?
The foundation's primary funding interests include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Community Health • Health and Medical Services • Health and Wellness
How do I apply for a grant from Kurtz Family Foundation Trust?
**Grant Characteristics:** • Typical award range: $500–$50,000 • Grant type: Primarily general support **Recent Grant Activity (2024):** The foundation made 81 grants totaling $415,500 in its most recent fiscal year. Notable recent grants include: • Multiple Myeloma Research Foundation: $30,000 (General Support) • President and Trustees of Colby College: $25,000 (General Support) • Climate Science Legal Defense Fund: $20,000 (General Support) • Weston Warm-Up Fund: $2,000 (General Support)
Where does Kurtz Family Foundation Trust make grants?
The foundation primarily funds organizations in Connecticut, New Hampshire, and New York.
What size grants does Kurtz Family Foundation Trust award?
In 2024, Kurtz Family Foundation Trust awarded 65 grants totaling $416K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Kurtz Family Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Kurtz Family Foundation Trust reported a distributable amount of $681K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Kurtz Family Foundation Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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