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Nonprofit · EIN 27-3053995

GREGORY AND LYN KURTZ FOUNDATION

Tax-exempt · INDEPENDENCE, OH 44131

Financials

$273K$126K2023$350K$117K2024
Revenue Expenses · by fiscal year end
Financials of GREGORY AND LYN KURTZ FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$350,134$117,108$233,026$2,070,119$0$2,070,119
December 31, 2023990-PF$273,034$126,166$146,868$1,837,093$0$1,837,093
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$250,000
Dividends
$46,055
Interest
$14,519
Net gain from sales of assets
$39,560

Expenses

Grants and similar amounts paid
$108,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$108,000
Excise tax on investment income
$1,265

Balance sheet and other

Total assets, start of year
$1,837,093
Total assets, end of year
$2,070,119
Total liabilities, end of year
$0
Net assets, end of year
$2,070,119
Fair market value of assets
$2,653,768
Qualifying distributions
$108,000
Net investment income
$100,134

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
GREGORY KURTZ
6355 EVERGREEN DRIVE, INDEPENDENCE, OH 44131
PRESIDENT1$0
LYN KURTZ
6355 EVERGREEN DRIVE, INDEPENDENCE, OH 44131
VICE-PRESIDENT1$0
ASHLEY KURTZ-RIZZO
6355 EVERGREEN DRIVE, INDEPENDENCE, OH 44131
SECRETARY1$0
TIFFANY KURTZ-BEAN
6355 EVERGREEN DRIVE, INDEPENDENCE, OH 44131
TREASURER1$0
GREGORY T KURTZ
6355 EVERGREEN DRIVE, INDEPENDENCE, OH 44131
ASST TREASURER1$0
VICTORIA KURTZ
6355 EVERGREEN DRIVE, INDEPENDENCE, OH 44131
ASST SECRETARY1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
GREGORY KURTZ
6355 EVERGREEN DRIVE, INDEPENDENCE, OH 44131
PRESIDENT1$0
LYN KURTZ
6355 EVERGREEN DRIVE, INDEPENDENCE, OH 44131
VICE-PRESIDENT1$0
ASHLEY KURTZ-RIZZO
6355 EVERGREEN DRIVE, INDEPENDENCE, OH 44131
SECRETARY1$0
TIFFANY KURTZ-BEAN
6355 EVERGREEN DRIVE, INDEPENDENCE, OH 44131
TREASURER1$0
GREGORY T KURTZ
6355 EVERGREEN DRIVE, INDEPENDENCE, OH 44131
ASST TREASURER1$0
VICTORIA KURTZ
6355 EVERGREEN DRIVE, INDEPENDENCE, OH 44131
ASST SECRETARY1$0

Address and contacts

Address (IRS master file)
6355 EVERGREEN DR, INDEPENDENCE, OH 44131-3410
Signed the 990-PF
GREGORY KURTZ, PRESIDENT
Phone
(216) 524-4476
Return prepared by
REA & ASSOCIATES INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-3053995
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,070,119
Income (IRS master file)
$688,569

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$350,134$117,108$2,070,119XML
990-PFDecember 2023$273,034$126,166$1,837,093XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-3053995).

Questions about GREGORY AND LYN KURTZ FOUNDATION

What is the EIN of GREGORY AND LYN KURTZ FOUNDATION?
The employer identification number (EIN) of GREGORY AND LYN KURTZ FOUNDATION is 27-3053995.
Is GREGORY AND LYN KURTZ FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to GREGORY AND LYN KURTZ FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GREGORY AND LYN KURTZ FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of GREGORY AND LYN KURTZ FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GREGORY AND LYN KURTZ FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of GREGORY AND LYN KURTZ FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does GREGORY AND LYN KURTZ FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $350,134, expenses of $117,108 and total assets of $2,070,119 at year end.

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