Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
GRANT & CHRISTINE KURTZ FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

06-1602913
B Telephone number (see instructions)

(888) 866-3275
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,500,334J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 30,477 29,873  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 38,712
b Gross sales price for all assets on line 6a 180,569
7 Capital gain net income (from Part IV, line 2)... 38,712
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 69,189 68,585  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment 10,281 6,168   4,112
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 526 126   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,307 6,294 0 6,612
25 Contributions, gifts, grants paid....... 71,750 71,750
26 Total expenses and disbursements. Add lines 24 and 25 85,057 6,294 0 78,362
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,868
b Net investment income (if negative, enter -0-) 62,291
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1 1 1
2 Savings and temporary cash investments......... 14,127 44,076 44,076
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 340,142 Click to see attachment314,294 724,630
c Investments—corporate bonds (attach schedule)....... 318,689 Click to see attachment307,334 312,249
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 295,828 Click to see attachment286,960 419,378
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 968,787 952,665 1,500,334
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 968,787 952,665
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 968,787 952,665
30 Total liabilities and net assets/fund balances (see instructions). 968,787 952,665
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
968,787
2
Enter amount from Part I, line 27a .....................
2
-15,868
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
28
4
Add lines 1, 2, and 3 ..........................
4
952,947
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
282
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
952,665
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 2. AMERICAN TOWER REIT INC   2014-11-10 2020-11-03
b 4. AMERICAN TOWER REIT INC   2014-11-10 2020-11-16
c 2. AMERICAN TOWER REIT INC   2014-11-10 2020-12-03
d 2. AMERICAN WATER WORKS CO INC   2010-09-28 2020-11-03
e 5. AMERICAN WATER WORKS CO INC   2010-09-28 2020-11-16
2. AMERICAN WATER WORKS CO INC   2010-09-28 2020-12-03
1. ANTHEM INC   2017-10-06 2020-11-03
3. ANTHEM INC   2017-10-06 2020-11-16
1. ANTHEM INC   2017-10-06 2020-12-03
7. APPLE INC   2018-11-20 2020-11-03
16. APPLE INC   2018-11-20 2020-11-16
6. APPLE INC   2018-11-20 2020-12-03
1. BLACKROCK INC CL A   2016-02-19 2020-11-03
2. BLACKROCK INC CL A   2016-09-15 2020-11-16
1. BLACKROCK INC CL A   2016-09-15 2020-12-03
4. CVS HEALTH CORP   2011-09-06 2020-11-03
11. CVS HEALTH CORP   2011-09-06 2020-11-16
4. CVS HEALTH CORP   2011-09-06 2020-12-03
10. CARRIER GLOBAL CORP REG   2016-10-27 2020-04-13
11. CARRIER GLOBAL CORP REG   2008-04-02 2020-04-13
14. CARRIER GLOBAL CORP REG   2008-08-01 2020-04-13
26. CARRIER GLOBAL CORP REG   2008-09-02 2020-04-13
74. CARRIER GLOBAL CORP REG   2011-02-14 2020-04-13
4. CHEVRON CORP   2019-02-26 2020-11-03
9. CHEVRON CORP   2019-02-26 2020-11-16
3. CHEVRON CORP   2019-02-26 2020-12-03
7. CISCO SYSTEMS INCORPORATED   2016-02-19 2020-11-03
7. CISCO SYSTEMS INCORPORATED   2016-02-19 2020-12-03
20000. COCA-COLA CO/THE   2018-05-24 2020-11-16
9. COMCAST CORP   2012-07-20 2020-11-03
21. COMCAST CORP   2012-07-20 2020-11-16
8. COMCAST CORP   2012-07-20 2020-12-03
2. CONSTELLATION BRANDS INC   2017-10-06 2020-11-03
2. CONSTELLATION BRANDS INC   2017-10-06 2020-12-03
2. COSTCO WHSL CORP NEW   2010-04-20 2020-11-03
4. COSTCO WHSL CORP NEW   2010-04-20 2020-11-16
2. COSTCO WHSL CORP NEW   2010-04-20 2020-12-03
3. DANAHER CORP   2016-09-15 2020-11-03
8. DANAHER CORP   2016-09-15 2020-11-16
3. DANAHER CORP   2016-09-15 2020-12-03
200. DEVON ENERGY CORP   2019-12-17 2020-03-27
2. DISNEY (WALT) CO COM STK   2008-01-04 2020-11-03
6. DISNEY (WALT) CO COM STK   2008-01-04 2020-11-16
2. DISNEY (WALT) CO COM STK   2008-01-04 2020-12-03
4. DOW INC   2017-12-27 2020-11-03
11. DOW INC   2017-12-27 2020-11-16
4. DOW INC   2017-12-27 2020-12-03
2. ECOLAB INC   2015-11-11 2020-11-03
4. ECOLAB INC   2015-11-11 2020-11-16
2. ECOLAB INC   2015-11-11 2020-12-03
15. EXXON MOBIL CORPORATION   2015-02-26 2020-11-16
30000. FEDERAL HOME LOAN BANK   2016-09-06 2020-12-11
2. FEDEX CORP   2013-02-07 2020-11-03
5. FEDEX CORP   2013-02-07 2020-11-16
2. FEDEX CORP   2013-02-07 2020-12-03
2. FORTIVE CORP   2016-02-19 2020-11-03
3. FORTIVE CORP   2016-02-19 2020-11-16
2. FORTIVE CORP   2016-02-19 2020-12-03
2. GOLDMAN SACHS GROUP INC   2015-05-29 2020-11-03
2. GOLDMAN SACHS GROUP INC   2015-05-29 2020-12-03
3. HOME DEPOT INC/THE   2012-06-14 2020-11-03
6. HOME DEPOT INC/THE   2012-06-14 2020-11-16
2. HOME DEPOT INC/THE   2012-06-14 2020-12-03
3. HONEYWELL INTERNATIONAL INC   2008-01-04 2020-11-03
7. HONEYWELL INTERNATIONAL INC   2008-01-04 2020-11-16
3. ISHARES MSCI EAFE ETF   2008-08-01 2020-11-03
8. ISHARES MSCI EAFE ETF   2008-09-02 2020-11-16
3. ISHARES MSCI EAFE ETF   2008-09-02 2020-12-03
3. ISHARES TR RUSSELL 2000   2008-01-04 2020-11-03
8. ISHARES TR RUSSELL 2000   2008-01-04 2020-11-16
5. J P MORGAN CHASE & CO COM   2016-09-15 2020-11-03
4. J P MORGAN CHASE & CO COM   2016-09-15 2020-12-03
27.91 JANUS HENDERSON TRITON FUND I   2019-12-17 2020-11-03
4.05 JANUS HENDERSON ENTERPRISE FUND   2018-09-27 2020-11-03
25000. JOHNSON & JOHNSON   2017-04-10 2020-09-01
1. LOCKHEED MARTIN CORPORATION   2016-02-19 2020-11-03
2. LOCKHEED MARTIN CORPORATION   2016-09-15 2020-11-16
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2008-04-07 2020-09-25
5.15 LOOMIS SAYLES STRATEGIC INCOME FUND   2019-12-17 2020-09-25
5.6 LOOMIS SAYLES STRATEGIC INCOME FUND   2008-08-01 2020-09-25
.28 LOOMIS SAYLES STRATEGIC INCOME FUND   2019-12-17 2020-09-25
1.84 LOOMIS SAYLES STRATEGIC INCOME FUND   2019-12-17 2020-09-25
2.21 LOOMIS SAYLES STRATEGIC INCOME FUND   2020-06-29 2020-09-25
2.57 LOOMIS SAYLES STRATEGIC INCOME FUND   2020-01-30 2020-09-25
2.06 LOOMIS SAYLES STRATEGIC INCOME FUND   2020-03-30 2020-09-25
3.34 LOOMIS SAYLES STRATEGIC INCOME FUND   2020-04-28 2020-09-25
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2008-06-25 2020-09-25
.49 LOOMIS SAYLES STRATEGIC INCOME FUND   2008-02-13 2020-09-25
61. LOOMIS SAYLES STRATEGIC INCOME FUND   2008-04-04 2020-09-25
125.08 LOOMIS SAYLES STRATEGIC INCOME FUND   2008-02-13 2020-09-25
2.46 LOOMIS SAYLES STRATEGIC INCOME FUND   2020-05-28 2020-09-25
1.92 LOOMIS SAYLES STRATEGIC INCOME FUND   2020-02-28 2020-09-25
2.47 LOOMIS SAYLES STRATEGIC INCOME FUND   2020-08-31 2020-09-25
3.1 LOOMIS SAYLES STRATEGIC INCOME FUND   2020-07-29 2020-09-25
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2016-06-24 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2009-05-28 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2010-02-24 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2012-02-09 2020-11-03
165. LOOMIS SAYLES STRATEGIC INCOME FUND   2012-02-09 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2016-03-29 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2016-11-29 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2016-07-26 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2016-12-19 2020-11-03
46. LOOMIS SAYLES STRATEGIC INCOME FUND   2016-12-19 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2017-01-31 2020-11-03
9. LOOMIS SAYLES STRATEGIC INCOME FUND   2017-12-18 2020-11-03
2.04 LOOMIS SAYLES STRATEGIC INCOME FUND   2020-09-29 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2009-10-28 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2010-04-28 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2008-08-27 2020-11-03
4. LOOMIS SAYLES STRATEGIC INCOME FUND   2008-12-29 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2008-12-30 2020-11-03
22. LOOMIS SAYLES STRATEGIC INCOME FUND   2008-12-29 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2008-09-03 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2009-01-28 2020-11-03
291. LOOMIS SAYLES STRATEGIC INCOME FUND   2008-09-02 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2008-08-04 2020-11-03
137.4 LOOMIS SAYLES STRATEGIC INCOME FUND   2008-08-01 2020-11-03
2.65 LOOMIS SAYLES STRATEGIC INCOME FUND   2020-10-28 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2009-04-29 2020-11-03
1. LOOMIS SAYLES STRATEGIC INCOME FUND   2008-12-30 2020-11-03
20.46 MFS INTERNATIONAL VALUE FUND   2019-12-12 2020-11-03
13.33 MFS INTERNATIONAL VALUE FUND   2012-10-25 2020-12-03
.45 MFS INTERNATIONAL VALUE FUND   2012-10-25 2020-12-03
5.41 MFS INTERNATIONAL VALUE FUND   2019-12-12 2020-12-03
.57 MFS INTERNATIONAL VALUE FUND   2019-12-12 2020-12-03
2. MC DONALDS CORPORATION COMMON   2008-01-04 2020-11-03
2. MC DONALDS CORPORATION COMMON   2008-04-02 2020-11-16
2. MC DONALDS CORPORATION COMMON   2008-01-04 2020-11-16
1. MC DONALDS CORPORATION COMMON   2008-04-02 2020-12-03
6. MICROSOFT CORPORATION   2009-11-04 2020-11-03
14. MICROSOFT CORPORATION   2009-11-04 2020-11-16
5. MICROSOFT CORPORATION   2009-11-04 2020-12-03
4. NIKE INC CL B   2011-05-06 2020-11-03
10. NIKE INC CL B   2011-05-06 2020-11-16
3. NIKE INC CL B   2011-05-06 2020-12-03
60. OCCIDENTAL PETROLEUM CORP   2019-10-25 2020-09-24
26. OCCIDENTAL PETROLEUM CORP   2019-08-12 2020-09-24
20. OCCIDENTAL PETROLEUM CORP   2019-05-31 2020-09-24
98. OCCIDENTAL PETROLEUM CORP   2017-11-22 2020-09-24
.5 WT08 27OCCIDENTAL PETROL   2020-08-03 2020-08-05
7.5 WT08 27OCCIDENTAL PETROL   2020-08-03 2020-09-24
3.25 WT08 27OCCIDENTAL PETROL   2020-08-03 2020-09-24
2.5 WT08 27OCCIDENTAL PETROL   2020-08-03 2020-09-24
11.75 WT08 27OCCIDENTAL PETROL   2020-08-03 2020-09-24
.5 OTIS WORLDWIDE CORP REG   2008-04-02 2020-04-13
5. OTIS WORLDWIDE CORP REG   2016-10-27 2020-04-13
37. OTIS WORLDWIDE CORP REG   2011-02-14 2020-04-13
13. OTIS WORLDWIDE CORP REG   2008-09-02 2020-04-13
7. OTIS WORLDWIDE CORP REG   2008-08-01 2020-04-13
5. OTIS WORLDWIDE CORP REG   2008-04-02 2020-04-13
4. RAYTHEON TECHNOLOGIES   2008-04-02 2020-11-03
2. SPDR S&P MIDCAP 400 ETF TRUST   2008-01-04 2020-11-03
2. THERMO FISHER SCIENTIFIC INC   2013-03-06 2020-11-03
5. THERMO FISHER SCIENTIFIC INC   2013-03-06 2020-11-16
2. THERMO FISHER SCIENTIFIC INC   2013-03-06 2020-12-03
8. VANGUARD FTSE ALL-WORLD EX-US ETF   2018-12-17 2020-11-03
3. VANGUARD MID-CAP VALUE ETF   2018-09-27 2020-11-03
7. VERIZON COMMUNICATIONS INC   2014-02-28 2020-11-03
5. VISA INC   2012-01-10 2020-11-03
12. VISA INC   2012-01-10 2020-11-16
4. VISA INC   2012-01-10 2020-12-03
.8 VONTIER CORP   2020-10-15 2020-10-16
4.8 VONTIER CORP   2016-02-19 2020-11-03
8. VONTIER CORP   2018-11-07 2020-11-03
11.2 VONTIER CORP   2019-05-06 2020-11-03
3. WALMART INC   2018-11-15 2020-11-03
6. WALMART INC   2018-11-15 2020-11-16
3. MEDTRONIC PLC SHS   2015-01-28 2020-11-03
7. MEDTRONIC PLC SHS   2015-01-28 2020-11-16
2. MEDTRONIC PLC SHS   2015-01-28 2020-12-03
30. CHUBB LTD   2009-01-16 2020-09-24
13. CHUBB LTD   2009-01-16 2020-09-25
2. CHUBB LTD   2009-01-16 2020-11-03
4. CHUBB LTD   2009-01-16 2020-11-16
1. CHUBB LTD   2009-01-16 2020-12-03
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 471   198 273
b 966   396 570
c 454   198 256
d 314   47 267
e 813   116 697
307   47 260
295   194 101
1,013   581 432
324   194 130
772   309 463
1,927   706 1,221
736   265 471
626   311 315
1,356   728 628
712   364 348
239   143 96
813   394 419
287   143 144
142   172 -30
156   135 21
199   151 48
369   298 71
1,051   1,080 -29
287   483 -196
789   1,088 -299
270   363 -93
258   185 73
307   185 122
20,000   20,000  
380   146 234
1,044   340 704
412   129 283
368   417 -49
419   417 2
742   119 623
1,514   238 1,276
748   119 629
704   231 473
1,858   615 1,243
668   231 437
1,301   4,833 -3,532
246   63 183
864   189 675
306   63 243
191   278 -87
586   766 -180
213   278 -65
384   232 152
856   464 392
441   232 209
570   1,326 -756
30,000   30,000  
549   213 336
1,400   532 868
588   213 375
129   70 59
215   105 110
139   70 69
393   414 -21
472   414 58
831   157 674
1,674   314 1,360
536   105 431
534   170 364
1,452   397 1,055
191   196 -5
560   505 55
216   189 27
478   219 259
1,418   584 834
517   333 184
484   267 217
933   869 64
601   549 52
25,000   25,000  
363   214 149
759   478 281
14   15 -1
70   74 -4
76   78 -2
4   4  
25   26 -1
30   29 1
35   37 -2
28   26 2
45   43 2
14   14  
7   7  
826   895 -69
1,694   1,856 -162
33   32 1
26   27 -1
33   34 -1
42   42  
13   14 -1
13   12 1
13   14 -1
13   14 -1
2,226   2,487 -261
13   14 -1
13   15 -2
13   14 -1
13   14 -1
621   648 -27
13   14 -1
121   130 -9
28   28  
13   13  
13   14 -1
13   14 -1
54   41 13
13   11 2
297   228 69
13   14 -1
13   11 2
3,926   3,993 -67
13   14 -1
1,854   1,913 -59
36   36  
13   11 2
13   11 2
1,065   960 105
740   372 368
25   13 12
300   254 46
32   27 5
432   114 318
430   114 316
430   114 316
212   57 155
1,235   170 1,065
3,040   396 2,644
1,070   142 928
499   82 417
1,285   206 1,079
412   62 350
633   2,563 -1,930
274   1,174 -900
211   1,021 -810
1,033   6,689 -5,656
2   2  
22   37 -15
10   16 -6
7   12 -5
35   58 -23
23   18 5
230   258 -28
1,703   1,619 84
598   447 151
322   227 95
230   184 46
229   163 66
719   301 418
996   153 843
2,449   384 2,065
944   153 791
407   374 33
319   340 -21
405   337 68
941   125 816
2,579   301 2,278
833   100 733
23     23
146   73 73
243   226 17
340   351 -11
429   302 127
912   603 309
314   227 87
789   530 259
225   151 74
3,428   1,498 1,930
1,470   649 821
273   100 173
609   200 409
153   50 103
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
      9,955
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       273
b       570
c       256
d       267
e       697
      260
      101
      432
      130
      463
      1,221
      471
      315
      628
      348
      96
      419
      144
      -30
      21
      48
      71
      -29
      -196
      -299
      -93
      73
      122
       
      234
      704
      283
      -49
      2
      623
      1,276
      629
      473
      1,243
      437
      -3,532
      183
      675
      243
      -87
      -180
      -65
      152
      392
      209
      -756
       
      336
      868
      375
      59
      110
      69
      -21
      58
      674
      1,360
      431
      364
      1,055
      -5
      55
      27
      259
      834
      184
      217
      64
      52
       
      149
      281
      -1
      -4
      -2
       
      -1
      1
      -2
      2
      2
       
       
      -69
      -162
      1
      -1
      -1
       
      -1
      1
      -1
      -1
      -261
      -1
      -2
      -1
      -1
      -27
      -1
      -9
       
       
      -1
      -1
      13
      2
      69
      -1
      2
      -67
      -1
      -59
       
      2
      2
      105
      368
      12
      46
      5
      318
      316
      316
      155
      1,065
      2,644
      928
      417
      1,079
      350
      -1,930
      -900
      -810
      -5,656
       
      -15
      -6
      -5
      -23
      5
      -28
      84
      151
      95
      46
      66
      418
      843
      2,065
      791
      33
      -21
      68
      816
      2,278
      733
      23
      73
      17
      -11
      127
      309
      87
      259
      74
      1,930
      821
      173
      409
      103
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 38,712
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 866
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 866
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 866
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 577
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 577
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 289
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbullet114 WEST 47TH STREET NY8-114-07-07NEW YORKNY ZIP+4bullet100361510
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHRISTINE KURTZ CO-TRUSTEE
    1     		0    
    7943 KENSINGTON CT
    NAPLES,FL34113
    HOLLY KURTZ CO-TRUSTEE
    0     		0    
    2263 GRAPE STREET
    DENVER,CO802073837
    KATHLEEN SPIERS CO-TRUSTEE
    0     		0    
    425 FILED GLOW LN
    APEX,NC275395786
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,353,474
    b
    Average of monthly cash balances.......................
    1b
    17,199
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,370,673
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,370,673
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    20,560
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,350,113
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    67,506
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    67,506
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    866
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    866
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    66,640
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    66,640
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    66,640
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    78,362
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    78,362
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    78,362
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 66,640
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 58,360
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 78,362
    a Applied to 2019, but not more than line 2a 58,360
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 20,002
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		46,638
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAM STREET
    NEW YORK,NY10038     		N/A PC UNRESTRICTED GENERAL 2,000
    ALZHEIMERS DISEASE & RELATED DISORDERS
    ASSOCIATION
    225 N MICHIGAN AVENUE
    CHICAGO,IL60601     		N/A PC UNRESTRICTED GENERAL 7,000
    A HAND OF HOPE PREGNANCY RESOURCE CTR
    607 N ENNIS STREET
    FUQUAY VARINA,NC27526     		N/A PC UNRESTRICTED GENERAL 5,000
    MOORINGS PARK FOUNDATION
    120 MOORINGS PARK DRIVE
    NAPLES,FL34105     		N/A PC UNRESTRICTED GENERAL 4,750
    OHIO WESLEYAN UNIVERSITY
    61 S SANDUSKY STREET
    DELAWARE,OH43015     		N/A PC UNRESTRICTED GENERAL 10,000
    EVANGELICAL COVENANT CHURCH
    8303 W HIGGINS ROAD
    CHICAGO,IL606312941     		N/A PC UNRESTRICTED GENERAL 1,000
    ST JOSEPH MERCY CHELSEA AUX
    775 MAIN STREET
    CHELSEA,MI48118     		N/A PC UNRESTRICTED GENERAL 3,000
    NAPLES SENIOR CENTER AT JFCS INC
    5025 CASTELLO DRIVE
    NAPLES,FL34103     		N/A PC UNRESTRICTED GENERAL 10,000
    MEN OF ARMOR
    301 SUNSET GROVE DRIVE
    HOLLY SPRINGS,NC275406810     		N/A PC UNRESTRICTED GENERAL 2,000
    ASH FOUNDATION -AMERICAN SPEECH LANGUAGE
    2200 RESEARCH BLVD
    ROCKVILLE,MD20850     		N/A PC UNRESTRICTED GENERAL 2,000
    WITH LOVE FROM JESUS MINISTRIES
    PO BOX 37713
    RALEIGH,NC276277713     		N/A PC UNRESTRICTED GENERAL 5,000
    UNITED WAY OF LEE COUNTY
    7273 CONCOURSE DRIVE
    FORT MYERS,FL33908     		N/A PC UNRESTRICTED GENERAL 1,000
    FRIENDS OF THE LIBRARY
    650 CENTRAL AVENUE
    NAPLES,FL34102     		N/A PC UNRESTRICTED GENERAL 500
    HABITAT FOR HUMANITY OF COLLIER COUNTY
    11145 TAMIAMI TRAIL EAST
    NAPLES,FL34113     		N/A PC UNRESTRICTED GENERAL 500
    HARRY CHAPIN FOOD BANK
    3760 FOWLER STREET
    FORT MEYERS,FL33901     		N/A PC UNRESTRICTED GENERAL 1,000
    ST MATTHEWS HOUSE INC
    2001 AIRPORT ROAD S
    NAPLES,FL341124800     		N/A PC UNRESTRICTED GENERAL 2,500
    TSF - THE SUMMIT FOUNDATION
    PO BOX 4000
    BRECKENRIDGE,CO80424     		N/A PC UNRESTRICTED GENERAL 2,500
    PLANNED PARENTHOOD OF THE ROCKY MTNS
    7155 EAST 38TH AVENUE
    DENVER,CO802071630     		N/A PC UNRESTRICTED GENERAL 5,000
    DUMB FRIENDS LEAGUE
    2080 SOUTH QUEBEC STREET
    DENVER,CO80231     		N/A PC UNRESTRICTED GENERAL 2,000
    RONALD MCDONALD HOUSE
    1000 E 16TH AVENUE
    DENVER,CO80205     		N/A PC UNRESTRICTED GENERAL 5,000
    Total .................................bullet 3a 71,750
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 30,477  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 38,712  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   69,189  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    69,189
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    GRANT & CHRISTINE KURTZ FDN
    EIN:
    06-1602913
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 2,500     2,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    GRANT & CHRISTINE KURTZ FDN
    EIN:
    06-1602913
    Name of Bond End of Year Book Value End of Year Fair Market Value
    494368BF9 KIMBERLY-CLARK CORP 15,043 15,080
    478160AW4 JOHNSON & JOHNSON    
    191216AR1 COCA-COLA CO/THE    
    369550BE7 GENERAL DYNAMICS COR 24,906 25,241
    46625HQJ2 JPMORGAN CHASE & CO 19,874 20,032
    713448BW7 PEPSICO INC 10,023 10,184
    458140AJ9 INTEL CORP 25,064 25,555
    313371U79 FEDERAL HOME LOAN BA    
    3133827M9 FEDERAL HOME LOAN BA 25,035 25,412
    31331KNB2 FEDERAL FARM CREDIT 30,521 31,457
    437076BV3 HOME DEPOT INC 25,286 25,857
    91324PCN0 UNITEDHEALTH GROUP I 25,490 26,205
    717081EM1 PFIZER INC 25,080 25,495
    9128285L0 U.S. TREASURY NOTE 15,055 15,356
    244199BH7 DEERE & COMPANY 16,284 16,349
    191216CN8 COCA-COLA CO/THE 22,016 22,045
    46625HQW3 JPMORGAN CHASE & CO 27,657 27,981

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GRANT & CHRISTINE KURTZ FDN
    EIN:
    06-1602913
    Name of Stock End of Year Book Value End of Year Fair Market Value
    20030N101 COMCAST CORP 6,070 19,650
    G5960L103 MEDTRONIC PLC SHS 9,936 15,462
    17275R102 CISCO SYSTEMS INC 10,040 14,096
    437076102 HOME DEPOT INC/THE 5,699 28,953
    235851102 DANAHER CORP 10,973 31,322
    654106103 NIKE INC CL B 3,689 25,323
    580135101 MC DONALDS CORPORATI 3,940 14,162
    539830109 LOCKHEED MARTIN CORP 8,135 11,714
    38141G104 GOLDMAN SACHS GROUP 12,952 17,932
    25179M103 DEVON ENERGY CORP    
    92826C839 VISA INC 5,597 48,777
    92343V104 VERIZON COMMUNICATIO 16,923 20,563
    594918104 MICROSOFT CORP COM 7,247 56,940
    913017109 UNITED TECHNOLOGIES    
    31428X106 FEDEX CORP 8,741 19,472
    22160K105 COSTCO WHSL CORP NEW 4,168 26,375
    21036P108 CONSTELLATION BRANDS 15,349 16,429
    09247X101 BLACKROCK INC 9,417 18,039
    65339F101 NEXTERA ENERGY INC 2,973 7,715
    278865100 ECOLAB INC 8,057 15,362
    126650100 CVS HEALTH CORP 9,451 13,592
    036752103 ANTHEM INC 8,970 15,091
    03027X100 AMERICAN TOWER REIT 7,511 16,610
    H1467J104 CHUBB LTD 3,046 9,389
    883556102 THERMO FISHER SCIENT 7,291 42,852
    674599105 OCCIDENTAL PETROLEUM    
    438516106 HONEYWELL INTERNATIO 7,032 26,588
    30231G102 EXXON MOBIL CORP 11,894 10,923
    254687106 WALT DISNEY CO/THE 3,144 17,937
    030420103 AMERICAN WATER WORKS 2,211 14,580
    46625H100 J P MORGAN CHASE & C 14,130 27,066
    34959J108 FORTIVE CORP 3,650 3,895
    931142103 WAL MART STORES INC 10,514 15,280
    037833100 APPLE INC 12,991 39,144
    260557103 DOW INC 11,216 10,989
    166764100 CHEVRONTEXACO CORP 18,060 13,174
    89832Q109 TRUIST FINL CORP 15,422 16,104
    75513E101 RAYTHEON TECHNOLOGIE 10,929 15,160
    337738108 FISERV INC COM 6,926 7,970

    TY 2020 InvestmentsOtherSchedule2
    Name:
    GRANT & CHRISTINE KURTZ FDN
    EIN:
    06-1602913
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    543487250 LOOMIS SAYLES STRATE      
    47103C357 JANUS HENDERSON TRIT AT COST 28,028 49,469
    464287655 ISHARES RUSSELL 2000 AT COST 10,510 28,233
    464287465 ISHARES MSCI EAFE ET AT COST 8,828 10,798
    544004609 LORD ABBETT BOND-DEB AT COST 17,265 20,792
    191912401 COHEN & STEERS EQUIT AT COST 27,668 29,643
    128125101 CALAMOS STRATEGIC TO AT COST 35,519 68,008
    026547828 AMERICAN HIGH-INCOME AT COST 33,822 34,007
    78467Y107 SPDR S&P MIDCAP 400 AT COST 13,758 40,732
    55273E822 MFS INTERNATIONAL VA AT COST 33,474 50,175
    922908512 VANGUARD MID-CAP VAL AT COST 13,528 14,394
    922042775 VANGUARD FTSE ALL-WO AT COST 17,182 21,476
    47103C795 JANUS HENDERSON ENTE AT COST 23,007 27,092
    72201M719 PIMCO INCOME FUND AT COST 24,371 24,559

    TY 2020 OtherDecreasesSchedule
    Name:
    GRANT & CHRISTINE KURTZ FDN
    EIN:
    06-1602913
    Description Amount
    TYE INCOME ADJ 118
    ACCRUED INC 162
    ROUNDING 2


    TY 2020 OtherIncreasesSchedule
    Name:
    GRANT & CHRISTINE KURTZ FDN
    EIN:
    06-1602913
    Description Amount
    SECURITIES ADJ 28


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    GRANT & CHRISTINE KURTZ FDN
    EIN:
    06-1602913
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 10,281 6,168   4,112


    TY 2020 TaxesSchedule
    Name:
    GRANT & CHRISTINE KURTZ FDN
    EIN:
    06-1602913
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 115 115   0
    EXCISE TAX ESTIMATES 400 0   0
    FOREIGN TAXES ON NONQUALIFIED 11 11   0