Civic Intelligence

Kurtz Family Foundation Trust

EIN 90-0804736 • Georgetown, CT

Pub. 78 Eligible
PO Box 660Georgetown, CT 06829-0660
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

41st percentile

$54,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

20th percentile

-4.0%

Faster asset growth than 20% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

634%

Faster revenue growth than 97% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$5,935,748

Down $244,116 (-4.0%) from 2023

Liabilities

Down

$0

Down $130,430 (-100%) from 2023

Net Assets

Down

$5,935,748

Down $113,686 (-1.9%) from 2023

Revenue

Up

$544,118

Up $469,982 (+634%) from 2023

Expenses

Up

$657,804

Up $122,410 (+23%) from 2023

Net Income

Up

-$113,686

Up $347,572 (+75%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $2,447,808Liabilities 2013: $0Net Assets 2013: $2,447,8082013Assets 2014: $3,009,694Liabilities 2014: $0Net Assets 2014: $3,009,6942014Assets 2015: $3,336,149Liabilities 2015: $0Net Assets 2015: $3,336,1492015Assets 2016: $3,505,485Liabilities 2016: $0Net Assets 2016: $3,505,4852016Assets 2017: $3,898,736Liabilities 2017: $0Net Assets 2017: $3,898,7362017Assets 2018: $4,317,749Liabilities 2018: $0Net Assets 2018: $4,317,7492018Assets 2019: $4,646,298Liabilities 2019: $0Net Assets 2019: $4,646,2982019Assets 2020: $5,057,068Liabilities 2020: $0Net Assets 2020: $5,057,0682020Assets 2021: $6,910,422Liabilities 2021: $0Net Assets 2021: $6,910,4222021Assets 2022: $6,510,692Liabilities 2022: $0Net Assets 2022: $6,510,6922022Assets 2023: $6,179,864Liabilities 2023: $130,430Net Assets 2023: $6,049,4342023Assets 2024: $5,935,748Liabilities 2024: $0Net Assets 2024: $5,935,7482024

Highlighted filing

2024

Assets$5,935,748
Liabilities$0
Net Assets$5,935,748

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $2,462,808Expenses 2013: $15,000Net Income 2013: $2,447,8082013Revenue 2014: $671,817Expenses 2014: $109,931Net Income 2014: $561,8862014Revenue 2015: $488,178Expenses 2015: $161,723Net Income 2015: $326,4552015Revenue 2016: $357,903Expenses 2016: $188,567Net Income 2016: $169,3362016Revenue 2017: $619,645Expenses 2017: $226,394Net Income 2017: $393,2512017Revenue 2018: $650,410Expenses 2018: $231,397Net Income 2018: $419,0132018Revenue 2019: $594,340Expenses 2019: $265,791Net Income 2019: $328,5492019Revenue 2020: $748,920Expenses 2020: $338,150Net Income 2020: $410,7702020Revenue 2021: $2,263,380Expenses 2021: $410,026Net Income 2021: $1,853,3542021Revenue 2022: $84,543Expenses 2022: $484,273Net Income 2022: -$399,7302022Revenue 2023: $74,136Expenses 2023: $535,394Net Income 2023: -$461,2582023Revenue 2024: $544,118Expenses 2024: $657,804Net Income 2024: -$113,6862024

Highlighted filing

2024

Revenue$544,118
Expenses$657,804
Net Income-$113,686

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 18, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA TODDTrustee-$54,000-$54,000
THOMAS KURTZTrustee-$49,000-$49,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMEMORIAL SLOAN KETTERING CANCER CENTERGENERAL SUPPORT501(C)3NEW YORK, NY, US$50,000
Paid GrantMULTIPLE MYELOMA RESEARCH FOUNDATIONGENERAL SUPPORT501(C)3NORWALK, CT, US$30,000
Paid GrantCOLBYGENERAL SUPPORT501(C)3WATERVILLE, ME, US$25,000
Paid GrantCHESHIRE HEALTH FOUNDATIONGENERAL SUPPORT501(C)3KEENE, NH, US$20,000
Paid GrantCLIMATE SCIENCE LEGAL DEFENSE FUNDGENERAL SUPPORT501(C)3NEW YORK, NY, US$20,000
Paid GrantDOCTORS WITHOUT BORDERS USA INCGENERAL SUPPORT501(C)3HAGERSTOWN, MD, US$20,000
Paid GrantWORLD CENTRAL KITCHENGENERAL SUPPORT501(C)3WASHINGTON, DC, US$20,000
Paid GrantTHE CENTER FOR FAMILY JUSTICEGENERAL SUPPORT501(C)3BRIDGEPORT, CT, US$17,500
Paid GrantAMERICARESGENERAL SUPPORT501(C)3STAMFORD, CT, US$15,000
Paid GrantGLOBAL LYME ALLIANCEGENERAL SUPPORT501(C)3NEW YORK, NY, US$15,000
Paid GrantTRINITY EPISCOPAL CHURCHGENERAL SUPPORT501(C)3SOUTHPORT, CT, US$13,000
Paid GrantCONNECTICUT FOODSHAREGENERAL SUPPORT501(C)3WALLINGFORD, CT, US$10,000
Paid GrantJERUSALEM PEACE BUILDERSGENERAL SUPPORT501(C)3MILFORD, CT, US$10,000
Paid GrantINTERNATIONAL RESCUE COMMITTEE INCGENERAL SUPPORT501(C)3ALBERT LEA, MN, US$7,500
Paid GrantSAVE THE CHILDRENGENERAL SUPPORT501(C)3FAIRFIELD, CT, US$7,500
Paid GrantTHE COMMUNITY KITCHEN INCGENERAL SUPPORT501(C)3KEENE, NH, US$6,000
Paid GrantARTHRITIS NATIONAL RESEARCH FOUNDATIONGENERAL SUPPORT501(C)3IRVINE, CA, US$5,000
Paid GrantBUILD ONGENERAL SUPPORT501(C)3STAMFORD, CT, US$5,000
Paid GrantFASHION INSTITUTE OF TECHNOLOGY (FIT) FOUNDATIONGENERAL SUPPORT501(C)3NEW YORK, NY, US$5,000
Paid GrantJUVENILE DIABETES RESEARCH FOUNDATIONGENERAL SUPPORT501(C)3HAGERSTOWN, MD, US$5,000
Paid GrantMONADNOCK UNITED WAYGENERAL SUPPORT501(C)3KEENE, NH, US$5,000
Paid GrantSPIRITUAL CENTER OF SOUTHPORTGENERAL SUPPORT501(C)3SOUTHPORT, CT, US$5,000
Paid GrantST MARKS EPISCOPAL CHURCHGENERAL SUPPORT501(C)3HOOD RIVER, OR, US$5,000
Paid GrantTHE NCH FUNDGENERAL SUPPORT501(C)3NANTUCKET, MA, US$5,000
Paid GrantWPIGENERAL SUPPORT501(C)3WORCESTER, MA, US$5,000
Paid GrantHABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY - WOMEN BUILDGENERAL SUPPORT501(C)3BRIDGEPORT, CT, US$4,000
Paid GrantAMERICAN HEART ASSOCIATIONGENERAL SUPPORT501(C)3DALLAS, TX, US$3,000
Paid GrantBRIDGEPORT RESCUE MISSIONGENERAL SUPPORT501(C)3BRIDGEPORT, CT, US$3,000
Paid GrantDZI FOUNDATIONGENERAL SUPPORT501(C)3RIDGWAY, CO, US$3,000
Paid GrantHEIGENERAL SUPPORT501(C)3FAIRFIELD, CT, US$3,000
Paid GrantHUNDRED NIGHTS INCGENERAL SUPPORT501(C)3KEENE, NH, US$3,000
Paid GrantPLANNED PARENTHOOD (NORTHEN NEW ENGLAND)GENERAL SUPPORT501(C)3COLCHESTER, VT, US$3,000
Paid GrantPLANNED PARENTHOOD (SOUTHERN NEW ENGLAND)GENERAL SUPPORT501(C)3NEW HAVEN, CT, US$3,000
Paid GrantSANDY HOOK PROMISEGENERAL SUPPORT501(C)3NEWTOWN, CT, US$3,000
Paid GrantTHE LEUKEMIA AND LYMPHONA SOCIETYGENERAL SUPPORT501(C)3WASHINGTON, DC, US$3,000
Paid GrantHUMAN RIGHTS WATCHGENERAL SUPPORT501(C)3NEW YORK, NY, US$2,500
Paid GrantMONADNOCK CENTER FOR VIOLENCE PREVENTION INCGENERAL SUPPORT501(C)3KEENE, NH, US$2,500
Paid GrantNH PUBLIC TVGENERAL SUPPORT501(C)3DURHAM, NH, US$2,500
Paid GrantCHESTERFIELD FIRE & RESCUE ASSOCIATIONGENERAL SUPPORT501(C)3CHESTERFIELD, NH, US$2,000
Paid GrantCLOSER TO FREEGENERAL SUPPORT501(C)3NEW HAVEN, CT, US$2,000
Paid GrantCONNECTICUT HUMANE SOCIETYGENERAL SUPPORT501(C)3NEWINGTON, CT, US$2,000
Paid GrantENVIRONMENTAL DEFENSE FUNDGENERAL SUPPORT501(C)3WASHINGTON, DC, US$2,000
Paid GrantKIVA MICROFUNDSGENERAL SUPPORT501(C)3SAN FRANSISCO, CA, US$2,000
Paid GrantMACULAR DEGENERATION RESEARCHGENERAL SUPPORT501(C)3CLARKSBURG, MD, US$2,000
Paid GrantNANTUCKET HISTORICAL ASSOCIATIONGENERAL SUPPORT501(C)3NANTUCKET, MA, US$2,000
Paid GrantNEAR AND FAR ASSOCIATION INCGENERAL SUPPORT501(C)3SOUTHPORT, CT, US$2,000
Paid GrantRIGHT TO PLAYGENERAL SUPPORT501(C)3NEW YORK, NY, US$2,000
Paid GrantST JUDE CHILDREN'S RESEARCHGENERAL SUPPORT501(C)3MEMPHIS, TN, US$2,000
Paid GrantTHE FUND FOR YALE NEW HAVEN HOSPITALGENERAL SUPPORT501(C)3NEW HAVEN, CT, US$2,000
Paid GrantWESTON VOLUNTEER EMSGENERAL SUPPORT501(C)3WESTON, CT, US$2,000
Paid GrantWESTON VOLUNTEER FIRE DEPTGENERAL SUPPORT501(C)3WESTON, CT, US$2,000
Paid GrantWESTON WARM-UP FUNDGENERAL SUPPORT501(C)3WESTON, CT, US$2,000
Paid GrantWORLD WILDLIFE FUND INCGENERAL SUPPORT501(C)3WASHINGTON, DC, US$2,000
Paid GrantYEAR UPGENERAL SUPPORT501(C)3BOSTON, MA, US$2,000
Paid Grant10-90 COPPERSTATE FOUNDATION INCGENERAL SUPPORT501(C)3PARADISE VALLEY, AZ, US$2,000
Paid GrantHISTORICAL SOCIETY OF CHESHIRE CTYGENERAL SUPPORT501(C)3KEENE, NH, US$1,500
Paid GrantPINK AIDGENERAL SUPPORT501(C)3WESTPORT, CT, US$1,500
Paid GrantWSHU PUBLIC RADIOGENERAL SUPPORT501(C)3FAIRFIELD, CT, US$1,500
Paid GrantAMERICAN KIDNEY FUNDGENERAL SUPPORT501(C)3ROCKVILLE, MD, US$1,000
Paid GrantFRIENDS OF LACHATGENERAL SUPPORT501(C)3WESTON, CT, US$1,000
Paid GrantNANTUCKET SHELLFISHGENERAL SUPPORT501(C)3NANTUCKET, MA, US$1,000
Paid GrantNETHERLAND AMERICA FOUNDATIONGENERAL SUPPORT501(C)3NEW YORK, NY, US$1,000
Paid GrantWEST KLICKITAT COUNTY HISTORIC PRGENERAL SUPPORT501(C)3BINGEN, WA, US$1,000
Paid GrantWESTON HISTORICAL SOCIETY INCGENERAL SUPPORT501(C)3WESTON, CT, US$1,000
Paid GrantWORLD RESOURCE INSTITUTEGENERAL SUPPORT501(C)3WASHINGTON, DC, US$1,000
Filing and Contact Details

Filer

Filer Name
Kurtz Family Foundation Trust
EIN
90-0804736
Phone
2033277151
Address
PO BOX 660, GEORGETOWN, CT 06829-0660

Signing Officer

Name
Thomas T Kurtz
Title
Trustee
Phone
2033277151
Signed
2025-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Trove Fs LLC
Address
2777 SUMMER STREET SUITE 401, STAMFORD, CT 06905
Preparer
Mary E Leclerc
Phone
2033277151
Raw XML AppendixShowing 400 of 884 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34NANTUCKET SHELLFISH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37NH PUBLIC TV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt38PINK AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39PLANNED PARENTHOOD (NORTHEN NEW ENGLAND)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40PLANNED PARENTHOOD (SOUTHERN NEW ENGLAND)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt41RIGHT TO PLAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42SANDY HOOK PROMISE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt43SAVE THE CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt44SPIRITUAL CENTER OF SOUTHPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt45ST JUDE CHILDREN'S RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt46ST MARKS EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt47THE CENTER FOR FAMILY JUSTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt48THE COMMUNITY KITCHEN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt49THE FUND FOR YALE NEW HAVEN HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt50THE LEUKEMIA AND LYMPHONA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt51THE NCH FUND

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