William & Mildred J Kurz Char Tr

Private foundation · Grantmaker Prospect, KY EIN: 27-6687439

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

1state

Share of the 2022 grant dollars on its one itemized grant.

States

Cities

Prospect

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M1 grant2020 1 grant2021 1 grant2022

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

Portland Christian School: $1.9MPortland Christian School$1.9M

The largest 2022 recipient was Portland Christian School ($1.9M).

Grant Size Distribution

3 grants across all recorded years

<$50K$50–100K1$100–250K$250–500K1$500K–1M1$1–5M$5M+

The most common grant size was in the $100–250K range: 1 grant of 3 (33%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Portland Christian School Prospect, KYReligion/Education$1,867,763

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2021 2022
Metric202220212020
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

  1. 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.

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