The Maxine and Allan Kurtzman Foundation C/o Lsl Cpas

Nonprofit profile at a glance

EIN
831074346
IRS 990-PF coverage
2019–2025
Forms available
Form 990-PF 2025
Location
Irvine, CA, USA
Phone
9498298299
Rating
83
Verdict
STRONG
Rating confidence
Standard
Sector
Private Grantmaking Foundations

Reported finances

Revenue
$19,933
Expenses
$110,072

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Private Grantmaking Foundations

What it reported funding in 2025

The foundation reported 17 filed grant rows totaling $79,000. The stated grant purposes included to be a relentless force for a world of longer, healthier lives by dedicated to fighting heart disease and stroke., to reduce the incidence of addiction and other harmful behaviors through individual and family education that is offered through dynamic programs designed to meet the individual needs of each resident in every stage of recovery., and to dedicate to the advancement of the humanities, arts and social, natural and physical sciences. as a liberal arts college, brandeis affirms that importantance of a broad and critical education in enriching the lives of students and preparing them for full participation in a changing society, capable of promoting their own welfare, yet remaining deeply concerned about the welfare of others., plus 13 other reported purposes.

Operating model

Revenue model
Investment-supported. 95% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filed numbers largely add up. Assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 85
  • Cost Efficiency: 72
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 28

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 85.3%; rating input score 85; 18th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 71.8%; rating input score 72; 33rd percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Foundation activity disclosures: 19 of 19 controls in place; rating input score 100
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Individual grants for travel, study or similar purposes: Pass
    • Grants outside qualifying charitable organization categories: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 11.78; rating input score 28; 28th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: 85.3% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 28th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 6 filing years from 2019 to 2025
  • Contacts: How to reach this organization
  • Money network: 17 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Endowment Health: Endowment-health comparison scored 28/100.