2024-10-28T14:15:29-04:00 2023-12-31 861155665 SCHULTZ BERTIN & CO 21851 CENTER RIDGE RD CLEVELAND OH 441163901 990PF 2023-01-01 650744712 KURZWEIL FAMILY FOUNDATION INC KURZ 204 RIVIERA DRIVE SAN RAFAEL CA 94901 ALAN KURZWEIL PRESIDENT 2024-10-21 false JEFFREY M KURZWEIL CPA CFE P00642675 4403339004 2024-10-28 2023 2024-10-15 13:58:12Z X 109577 X X 2426 2426 2426 4907 22858 1353 7333 3779 2426 505 177 177 39 721 177 0 5552 5552 6273 177 5552 1060 3602 2426 1746 20050 20050 102868 89527 89527 104614 109577 109577 0 X 104614 109577 104614 109577 104614 109577 104614 1060 3903 109577 109577 1353 50 50 50 50 false false false false false false false true true true false false false false true N/A LLOYD KURZWEIL 3304449005 204 RIVIERA DRIVE SAN RAFAEL CA 94901 false false false false false false false false false false false false false false false false false false false false ALAN KURZWEIL 4035 MEADOWVALE COURT AKRON OH 44333 PRESIDENT 1.00 0 0 0 LLOYD KURZWEIL 204 RIVIERA DRIVE SAN RAFAEL CA 94901 TREASURER 1.00 0 0 0 NONE NONE DIRECT DISTRIBUTIONS TO DESERVING CHARITABLE ORGANIZATIONS AGGREGATING TO 5% OF THE FOUNDATION'S ASSETS. N/A 96166 10898 0 107064 107064 1606 105458 5273 5273 50 50 5223 5223 5223 5552 5552 5223 165 167 216 123 671 5552 5223 329 1000 0 165 835 167 216 123 329 X ALZHEIMERS ASSOC 225 N MICHIGAN AVENUE CHICAGO IL 60601 UNRESTRICTED GRANT 100 APPALACHIAN TRAIL CONSERVANCY 160 ZILLICOA ST A ASHVILLE NC 28801 UNRESTRICTED GRANT 100 ASHKENAZ MUSIC & DANCE CENTER 1317 SAN PABLO AVE BERKELEY CA 94102 UNRESTRICTED GRANT 180 BAY AREA DISCOVERY MUSEUM 557 MCREYNOLDS ROAD SAUSALITO CA 94965 UNRESTRICTED GRANT 209 CALIFORNIA FILM INSTITUTE 1001 LOOTENS PL SAN RAFAEL CA 94901 UNRESTRICTED GRANT 130 CEDARS OF MARIN 115 UPPER ROAD ROSS CA 94957 UNRESTRICTED GRANT 120 CENTRAL SYNAGOGUE NY 652 LEXINGTON AVE NEW YORK NY 10022 UNRESTRICTED GRANT 50 CONSERVANCY FOR CVNP 1403 WEST HINE HILL RD PENINSLA OH 44264 UNRESTRICTED GRANT 100 DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 21741 UNRESTRICTED GRANT 100 EDF 257 PARK AVENUE SOUTH NEW YORK NY 10010 UNRESTRICTED GRANT 200 FRIEGHT & SALVAGE 2020 ADDISON ST BERKELEY CA 94704 UNRESTRICTED GRANT 100 FRIENDS OF SAUSALITY LIBRARY 3001 BRIDGEWATER AVE SAUSALITO CA 94965 UNRESTRICTED GRANT 100 GAN HALEV 6350 SIR FRANCIS DRAKE BL SAN GERONIMO CA 94963 UNRESTRICTED GRANT 270 GLIDE MEMORIAL 330 ELLIS ST SAN FRANCISCO CA 94102 UNRESTRICTED GRANT 100 HABITAT FOR HUMANITY 500 WASHINGTON ST 250 SAN FRANCISCO CA 94102 UNRESTRICTED GRANT 100 HOPE UNITED 2684 SANITARIUM ROAD AKRON OH 44312 UNRESTRICTED GRANT 300 INTERNET ARCHIVEORG 300 FUNSTON AVE SAN FRANCISCO CA 94118 UNRESTRICTED GRANT 97 KENT EDU 800 E SUMMIT ST KENT OH 44240 UNRESTRICTED GRANT 100 KENT STAGE 175 E MAIN ST KENT OH 44240 UNRESCTRICTED GRANT 75 LUTHER BURBANK FAMILY FOUNDATION 50 MARK WEST SPRINGS RD SANTA ROSA CA 95403 UNRESTRICTIVE GRANT 100 MARIN HUMANE SOCIETY 360 SAN ANSELMO AVE SAN ANSELMO CA 94960 UNRESTRICTED GRANT 75 MARIN VILLAGES 4340 REDWOOD HWY SAN RAFAEL CA 94903 URESTRICTED GRANT 100 MSASS OF CWRU 10900 EUCLID AVE CLEVELAND OH 44106 UNRESTRICTED GRANT 326 NATURE CONSERVANCY 4245 N FAIRFAX DRIVE ARLINGTON VA 22203 UNRESTRICTED GRANT 100 NIGHT LIGHT CINEMA 340 N HIGH STREET AKRON OH 44310 UNRESTRICTED GRANT 240 ONE TAM PARKS CONSERVANCY 777 6TH ST WASHINGTON DC 20001 UNRESTRICTED GRANT 100 MARIN VILLAGES 4340 REDWOOD HWY SAN RAFAEL CA 94903 URESTRICTED GRANT 100 PERKINS ALUMNI AND FRIENDS PO BOX 259 SANDUSKY OH 44871 UNRESTRICTED GRANT 100 PLAYHOUSE SQUARE 1501 EUCLID AVE CLEVELAND OH 44115 UNRESTRICTED GRANT 700 RONALD MCDONALD OF NE OHIO 10415 EUCLID AVE CLEVELAND OH 44106 UNRESTRICTED GRANT 100 SF FOOD BANK 900 PENNSYLVANIA AVE SAN FRANCISCO CA 94107 UNRESTRICTED GRANT 100 SHAW JCC AKRON 750 WHITE POND DRIVE AKRON OH 44320 UNRESTRICTED GRANT 230 ST HILLARY ATHLETIC 645 MOORFIELD ROAD FAIRLAWN OH 44333 UNRESTRICTED GRANT 100 STAN HYWET 714 N PORTAGE PATH AKRON OH 44303 UNRESTRICTED GRANT 50 STEWART'S CARING PLACE 3501 RIDGE PARK FAIRLAWN OH 44333 UNRESTRICTED GRANT 100 TRUST FOR PUBLIC LAND 1250 OLD RIVER 202 CLEVELAND OH 44113 UNRESTRICTED GRANT 100 UNION OF CONCERNED SCIENTIST 2 BRATTLE SQUARE CAMBRIDGE MA 02138 UNRESTRICTED GRANT 100 VICTORY GALLUP 1745 N HAMETOWN ROAD AKRON OH 44333 UNRESTRICTED GRANT 100 WORD FOOD KITCHEN 200 MASSACHUSETTS AVE WASHINGTON DC 20001 UNRESTRICTED GRANT 100 5552 2426 4907 7333 7333 false false false false false false false false false false INDIRECT ACCOUNTING FEES 505 PERSHING 8891 ST COVERED 2023-01 PURCHASE 2023-12 6246 9767 -3521 PERSHING 8891 LT COVERED 2022-01 PURCHASE 2023-12 15259 8184 7075 JANUS HENDERSON FUNDS FORTY 21058 21058 WELLS FARGO CO MEDTRONIC INC 4119 4119 GLOBAL X LITHIUM AND BATTERY ETF 8201 8201 ISHARES TR GLOBAL CLEAN ENERGY ETF 7053 7053 VANGUARD SMALL-CAP GROWTH INDEX 3823 3823 VANGUARD SMALL-CAP VALUE INDEX 20628 20628 ETF MANAGERS TR ETFMG TRAVEL FIDELITY CAPITAL AND INCOME FUND 12993 12993 VANGUARD LIFE STRATEGY INCOME PORTFO 11652 11652 UNREALIZED GAIN/LOSS 3903 ADVISORY FEES 177 177 INDIRECT TAXES/LICENSES 39