MICHAEL KURTZER CHARITABLE FOUNDATION INC: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MICHAEL KURTZER CHARITABLE FOUNDATION INC (EIN 20-5321956)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-10
IRS object ID
202210699349200901
Schema version
2021v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-10T10:06:00-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043219653PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITTEMORE & SALVUCCI PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line180 WASHINGTON STREET UNIT F-29AddressLine1Txt
CityNORWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02061ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205321956EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL KURTZER CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMICHBusinessNameControlTxt
Phone6176865161PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 FAIRBANKS DRIVEAddressLine1Txt
CityWRENTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02093ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH L KURTZER JRPersonNm
Person TitlePRESIDENT, TREASURER & DIRPersonTitleTxt
Phone6176865161PhoneNum
Signature2022-02-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSEPHPersonFirstNm
Person LastKURTZER JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH R SALVUCCIPreparerPersonNm
PTINP00493085PTIN
Phone7819820090PhoneNum
Preparation2022-02-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressNONEWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Type Of Organization OtherFOUNDATIONTypeOfOrganizationOtherDesc
Gross Receipts$22GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$7ContributionsGiftsGrantsEtcAmt
Investment Income$15InvestmentIncomeAmt
Total Revenue$22TotalRevenueAmt
Grants And Similar Amounts Paid$725GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$86OtherExpensesTotalAmt
Total Expenses$811TotalExpensesAmt
Excess Or Deficit For Year-$789ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$37,688NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$36,899NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$37,688BOYAmt
EOY$36,899EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$37,688BOYAmt
EOY$36,899EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$37,688BOYAmt
EOY$36,899EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE MISSION OF THE MICHAEL KURTZER CHARTIABLE FOUNDATION, INC. IS TO PROVIDE FINANCIAL SUPPORT IN THE FORM OF DONATIONS AND SCHOLARSHIP TO ORGANIZATIONS THAT IMPACTED MICHAEL'S LIFE, PARTICULARLY THOSE CAUSES THAT SUPPORT MEDICAL RESEARCH AND THE PURSUIT OF HIGHER EDICATION. THE FOUNDATION'S FUNDRAISING EFFORTS WILL BE FOCUSED ON AN ANNUAL GOLF TOURNAMENT TO BE HELD IN THE MONTH OF SEPTEMBER. FUNDS RAISED DURING THIS EVENT WILL BE DONATED TO ORGANIZATIONS THAT CONDUCT RESEARCH TO FIND CURES TO DISEASES, SUCH AS CANCER AND AMYOTRPPHIOC LATERAL SCLEROSIS (ALS). THE MAJORITY OF THE FUNDS RAISED WILL BE DONATED TO MEDICAL RESEARCH INSTITUTIONS. ADDITIONALLY, THE FOUNDATION PLANS TO ISSUE A SCHOLARSHIP IN MICHAEL'S MEMORY TO A DESERVING GRADUATION SENIOR IN EACH OF SHARON HIGH SCHOOL AND NORTON HIGH SCHOOL. THE FOUNDATION WILL NOT REQUIRE ESSAYS OR APPLICATIONS FOR AN AWARD AND WILL RELY ON THE RECOMMENDATION OF THE RESPECTIVE TOWN SCHOOL COMMITTEES.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomCONTRIBUTIONS TO CHARITY FOR SCHOLARSHIPS GRANTED AND MEDICAL RESEARCH.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$725ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$725TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH L KURTZER JR
PRESIDENT, TREASURER & DIR2.00$0$0$0
JOSEPH L KURTZER SR
VICE PRESIDENT & DIRECTOR2.00$0$0$0
KAREN RICCA
CLERK & DIRECTOR2.00$0$0$0
DAVID MIELBYE
VICE PRESIDENT & DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH KURTZERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 FAIRBANKS DRIVEAddressLine1Txt
CityWRENTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02093ZIPCd
FieldValueIRS element (for citing)
Phone5083847475PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$950CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,504CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$966CurrentTaxYearMinus1YearAmt
Current Tax Year$7CurrentTaxYearAmt
Total$6,469TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$950CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,504CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$966CurrentTaxYearMinus1YearAmt
Current Tax Year$7CurrentTaxYearAmt
Total$6,469TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$6,469PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26CurrentTaxYearMinus1YearAmt
Current Tax Year$15CurrentTaxYearAmt
Total$162TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26CurrentTaxYearMinus1YearAmt
Current Tax Year$15CurrentTaxYearAmt
Total$162TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$990CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,545CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$992CurrentTaxYearMinus1YearAmt
Current Tax Year$22CurrentTaxYearAmt
Total$6,631TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97560PublicSupportCY509Pct
Public Support PY5090.92050PublicSupportPY509Pct
Investment Income CY0.02440InvestmentIncomeCYPct
Investment Income PY0.07950InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Individual With BooksJOSEPH KURTZERIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 FAIRBANKS DRIVEAddressLine1Txt
CityWRENTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02093ZIPCd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: . AMOUNT: 15.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: UNRESTRICTED DONATION. GRANTEE NAME: BISHOP FEEHAN HIGH SCHOOL. GRANTEE ADDRESS: 70 HOLCOTT DRIVE ATTLEBORO, MA 02703. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: UNRESTRICTED DONATION. GRANTEE NAME: FOR KIDS SAKE. GRANTEE ADDRESS: 550 KELLEY BLVD NORTH ATTLEBORO, MA 02760. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 75.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: UNRESTRICTED DONATION. GRANTEE NAME: LEUKEMIA & LYMPHOMA SOCIETY. GRANTEE ADDRESS: THREE INTERNATIONAL DRIVE RYE BROOK, NY 10573. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 150. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 725.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OFFICE EXPENSE. AMOUNT: 86.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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