William & Mildred J Kurz Char Tr
William & Mildred J Kurz Char Tr is a private foundation, based in Prospect, KY. IRS filing data is available from 2020 through 2022. In 2022, it awarded 1 grant totaling $1.9M. Net investment income was $50K.
Key facts about William & Mildred J Kurz Char Tr
In short: William & Mildred J Kurz Char Tr gave $1.9M across 1 grant in 2022 (avg $1.9M), mostly in Kentucky. Source: 2022 IRS Form 990-PF.
- EIN
- 27-6687439
- Latest 990 filing
- Form 990-PF, 2022
- Annual giving (2022)
- $1,867,763
- Grants made (2022)
- 1
- Average grant
- $1,867,763
- Median grant
- $1,867,763
- Primary geography
- Kentucky (100% of itemized 2022 grant dollars)
Data from IRS Form 990-PF, 2022; updated September 2026.
Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$1.9M
+113.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.9M
+113.5% YoY
Under IRS private-foundation payout rules, William & Mildred J Kurz Char Tr reported a distributable amount of $144K for 2022 — the minimum it must pay out in qualifying distributions.
How William & Mildred J Kurz Char Tr gives
- In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2022 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $140K (2020) to $1.9M (2022). In 2022 it made 1 grant totaling $1.9M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2022
The largest 2022 recipient was Portland Christian School ($1.9M).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $100–250K range: 1 grant of 3 (33%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Portland Christian School Prospect, KY | Religion/Education | $1,867,763 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | — | $1,834,125 | $2,179,140 |
| Revenue | $63,065 | $562,104 | $287,989 |
| Expenses | $1,896,591 | $907,618 | $170,224 |
| Qualifying Distributions | $1,872,131 | $882,426 | — |
| Net Investment Income | $49,886 | $539,674 | $267,803 |
| Distributable Amount | $143,937 | $172,902 | $161,192 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
Leadership & Key People
Officers and directors from IRS filings
William & Mildred J Kurz Char Tr's only listed officer is Baird Trust Company, Agent for Trustee on every filing since 2021 (uncompensated).
Officers on the 2022 filing
Baird Trust Company
Agent for Trustee
On filings since 2021
2 hrs/week
No compensation reported
Former officers (1)
- Former: Hilliard Lyons Trust Company (2020) — Agent for Trustee
Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about William & Mildred J Kurz Char Tr
How much does William & Mildred J Kurz Char Tr give each year?
William & Mildred J Kurz Char Tr gave $1.9M across 1 grant in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $875K across 1 grant.
Where does William & Mildred J Kurz Char Tr operate?
William & Mildred J Kurz Char Tr has awarded grants in Kentucky.
How much is William & Mildred J Kurz Char Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, William & Mildred J Kurz Char Tr reported a distributable amount of $144K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William & Mildred J Kurz Char Tr's EIN?
William & Mildred J Kurz Char Tr's EIN (Employer Identification Number) is 27-6687439. IRS Form 990 filing data is available on this page for 2020–2022.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching William & Mildred J Kurz Char Tr by hand.
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