2026-09-18T11:41:43+00:00 2025-12-31 440160260 FORVIS MAZARS LLP 4161 PIEDMONT PARKWAY SUITE 310 GREENSBORO NC 27410 990PF 2025-01-01 202018993 THE KURTZ FAMILY FOUNDATION KURT 3364070027 712 ALDERSGATE DRIVE 308 WINSTONSALEM NC 27104 ARTHUR KURTZ EXEC VICE PRESIDENT 3364070027 2026-09-18 true BRIAN DOUD P01748393 3368895156 2026-09-01 2025 X 6660290 X 130827 130827 567 981454 567 0 0 0 0 0 0 131394 131394 0 0 0 0 0 0 0 0 0 22302 22302 0 0 11000 0 0 0 0 0 0 0 0 0 0 33302 22302 0 0 284000 284000 317302 22302 0 284000 -185908 109092 0 327953 476851 476851 2864 2846 2864 2864 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2153520 1818696 1823748 42025 42025 221530 0 0 0 0 796028 796028 4135297 0 0 0 0 0 0 0 3322372 3136464 6660290 0 0 0 0 0 0 X 3322372 3136464 3322372 3136464 3322372 3136464 3322372 -185908 0 3136464 0 3136464 PUBLICLY TRADED SECURITIES 981454 980887 567 0 567 567 1516 0 1516 1516 621 0 1200 1821 X 36 269 269 0 false false false false false false false true true NC true false false false false true FORVIS MAZARS LLP 3367148100 4161 PIEDMONT PARKWAY SUITE 310 GREENSBORO NC 27410 false false false false false false false false false false false false false false false false false false false false false ANITA SUE BRENNER KURTZ 712 ALDERSGATE DRIVE APT 308 WINSTONSALEM NC 27104 PRESIDENT / DIRECTOR 1.00 0 0 ARTHUR HUGO KURTZ 712 ALDERSGATE DRIVE APT 308 WINSTONSALEM NC 27104 EXEC. VICE PRESIDENT / DIRECTOR 1.00 0 0 JON BRENNER KURTZ 2690 CHATHAM FARM ROAD WINSTONSALEM NC 27106 VICE PRES. / TREAS. / DIRECTOR 1.00 0 0 DAVID ALEX KURTZ 2519 FOURTH STREET APT 2 SANTA MONICA CA 90405 VICE PRES. / SECR. / DIRECTOR 1.00 0 0 0 0 0 5666026 769671 0 6435697 0 6435697 96535 6339162 316958 316958 1516 1516 315442 315442 315442 284000 0 0 284000 315442 281325 2021 0 0 0 0 0 0 0 284000 281325 0 0 2675 0 0 0 0 0 0 312767 0 0 0 0 0 0 0 0 ANITA SUE BRENNER KURTZ ARTHUR HUGO KURTZ JON BRENNER KURTZ DAVID ALEX KURTZ X AMERICAN CANCER SOCIETY 1901 BRUNSWICK AVENUE SUITE 100 CHARLOTTE NC 28207 NONE PC GENERAL SUPPORT 1000 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 NONE PC GENERAL SUPPORT 2500 AMG CHARITABLE GIFT FOUNDATION 6295 GREENWOOD PLAZA BOULEVARD GREENWOOD VILLAGE CO 801114908 NONE PC GENERAL SUPPORT 163930 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583650 NONE PC GENERAL SUPPORT 7500 ARBOR ACRES 1240 ARBOR ROAD WINSTONSALEM NC 27104 NONE PC GENERAL SUPPORT 5000 ASPCA 424 E 92ND ST NEW YORK NY 10128 NONE PC GENERAL SUPPORT 250 APPLIED BEHAVIORAL SCIENCES OF NC 905 FRIEDBERG CHURCH RD WINSTONSALEM NC 27127 NONE PC GENERAL SUPPORT 2500 ARTS COUNCIL OF WINSTON-SALEM 251 N SPRUCE STREET WINSTONSALEM NC 27101 NONE PC GENERAL SUPPORT 1000 BOOKMARKS 634 WEST FOURTH STREET 110 WINSTONSALEM NC 27101 NONE PC GENERAL SUPPORT 6000 BRENNER CHILDREN'S HOSPITAL MEDICAL CENTER BOULEVARD WINSTONSALEM NC 27109 NONE PC GENERAL SUPPORT 1500 CHILDREN'S LAW CENTER 102 WEST 3RD STREET SUITE 470 WINSTONSALEM NC 27101 NONE PC GENERAL SUPPORT 1000 CANCER SERVICES INCORPORATED 3175 MAPLEWOOD AVE WINSTONSALEM NC 27103 NONE PC GENERAL SUPPORT 1000 FORSYTH HUMANE SOCIETY 4881 COUNTRY CLUB ROAD WINSTONSALEM NC 27104 NONE PC GENERAL SUPPORT 1000 FORSYTH MEDICAL CENTER FOUNDATION 2085 FRONTIS PLAZA BLVD WINSTONSALEM NC 27103 NONE PC GENERAL SUPPORT 19970 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 100215093 NONE PC GENERAL SUPPORT 7500 JUNIOR LEAGUE OF WINSTON-SALEM 131 LIBERTY VIEW LANE SUITE 201 WINSTONSALEM NC 27101 NONE PC GENERAL SUPPORT 500 MACULAR DEGENERATION RESEARCH 22512 GATEWAY CENTER DRIVE CLARKSBURG MD 20871 NONE PC GENERAL SUPPORT 1000 MAKE A WISH 217 E TREMONT AVENUE CHARLOTTE NC 28203 NONE PC GENERAL SUPPORT 1000 NC MUSEUM OF ART FOUNDATION - JUDIAC ART GALLERY 2110 BLUE RIDGE ROAD RALEIGH NC 27607 NONE PC GENERAL SUPPORT 1000 PROSTATE CANCER FOUNDATION 1250 FORTH STREET SANTA MONICA CA 90401 NONE PC GENERAL SUPPORT 500 PIEDMONT CRAFTSMEN GALLERY 601 TRADE STREET NW WINSTONSALEM NC 27101 NONE PC GENERAL SUPPORT 1000 PLANNED PARENTHOOD FEDERATION OF AMERICA 3000 MAPLEWOOD AVENUE 112 WINSTONSALEM NC 27103 NONE PC GENERAL SUPPORT 7000 REYNOLDA HOUSE MUSEUM OF AMERICAN ART 2250 REYNOLDA ROAD WINSTONSALEM NC 27106 NONE PC GENERAL SUPPORT 1250 SECOND HARVEST FOOD BANK OF NORTHWEST NC 3330 SHOREFAIR DRIVE WINSTONSALEM NC 27105 NONE PC GENERAL SUPPORT 7500 SENIOR SERVICES 2895 SHOREFAIR DRIVE WINSTONSALEM NC 27105 NONE PC GENERAL SUPPORT 1000 SIMON WIESENTHAL CENTER 1399 S ROXBURY DRIVE LOS ANGELES CA 90035 NONE PC GENERAL SUPPORT 1000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 NONE PC GENERAL SUPPORT 2500 TEMPLE EMANUEL 201 OAKWOOD DRIVE WINSTONSALEM NC 27103 NONE PC GENERAL SUPPORT 25000 TRELLIS SUPPORTIVE CARE 101 HOSPICE LANE WINSTONSALEM NC 27103 NONE PC GENERAL SUPPORT 1100 UNC CENTER FOR PUBLIC TELEVISION PO BOX 14900 RTP NC 27709 NONE PC GENERAL SUPPORT 1000 UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 200242126 NONE PC GENERAL SUPPORT 1000 UNIVERSITY OF GEORGIA FOUNDATION ONE PRESS PLACE SUITE 101 ATLANTA GA 30602 NONE PC GENERAL SUPPORT 5000 VETERANS OF FOREIGN WARS 112 STERLING GROVE ROAD PIEDMONT SC 29673 NONE PC GENERAL SUPPORT 1000 VICTORY JUNCTION 4500 ADAMS WAY RANDLEMAN NC 27317 NONE PC GENERAL SUPPORT 1000 WINSTON SALEM SYMPHONY 201 N BROAD STREET SUITE 200 WINSTONSALEM NC 27101 NONE PC GENERAL SUPPORT 1000 885 WFDD PUBLIC RADIO 1834 WAKE FOREST ROAD WINSTONSALEM NC 27109 NONE PC GENERAL SUPPORT 1000 284000 0 14 130827 18 567 0 131394 0 131394 false false false false false false false false false false TAX PREPARATION FEES CORPORATE BONDS 42025 221530 CORPORATE STOCK 1818696 1823748 MUTUAL FUNDS AT COST 787678 4102438 MISCELLANEOUS ASSETS AT COST 8350 32859 INVESTMENT FEES 22302 22302 EXCISE TAX 11000