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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
The James H Wurz Jr and Edward T Wurz Sr
Foundation
% James J Wurz
Number and street (or P.O. box number if mail is not delivered to street address)6301 Sutliff Road
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Oriskany, NY13424
A Employer identification number

27-0951890
B Telephone number (see instructions)

(315) 736-8231
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$5,746,079J 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) 819,500
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,294 3,294  
4 Dividends and interest from securities... 118,708 118,708  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,373
b Gross sales price for all assets on line 6a 534,709
7 Capital gain net income (from Part IV, line 2)... 2,373
8 Net short-term capital gain.........  
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........ 943,875 124,375  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 24,094 24,094    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,714      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 10,250     10,250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,058 24,094   10,250
25 Contributions, gifts, grants paid....... 127,134 127,134
26 Total expenses and disbursements. Add lines 24 and 25 165,192 24,094   137,384
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 778,683
b Net investment income (if negative, enter -0-) 100,281
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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.............      
2 Savings and temporary cash investments......... 455,452 408,739 408,739
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 46,098 Click to see attachment35,301 34,593
b Investments—corporate stock (attach schedule)....... 2,581,537 Click to see attachment3,335,208 3,625,355
c Investments—corporate bonds (attach schedule)....... 1,647,562 Click to see attachment1,730,084 1,677,392
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 4,730,649 5,509,332 5,746,079
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 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,730,649 5,509,332
30 Total net assets or fund balances (see instructions)..... 4,730,649 5,509,332
31 Total liabilities and net assets/fund balances (see instructions). 4,730,649 5,509,332
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,730,649
2
Enter amount from Part I, line 27a .....................
2
778,683
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,509,332
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,509,332
Form 990-PF (2018)
Form 990-PF (2018)
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 Publicly-traded Securities      
b
c
d
e
(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 534,709   532,336 2,373
b
c
d
e
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       2,373
b
c
d
e
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 2,373
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
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 226,460 4,378,534 0.051721
2016 211,028 3,164,839 0.066679
2015 240,702 2,431,665 0.098986
2014 180,695 1,722,052 0.10493
2013 160,764 861,217 0.186671
2
Total of line 1, column (d) .....................
2
0.508987
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.101797
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
5,353,377
5
Multiply line 4 by line 3......................
5
544,958
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,003
7
Add lines 5 and 6........................
7
545,961
8
Enter qualifying distributions from Part XII, line 4,.............
8
137,384
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
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 includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,006
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% 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  
3 Add lines 1 and 2........................... 3 2,006
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,006
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,200
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 194
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet194 RefundedBullet 11  
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 Instructions
for 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)
    bulletNY
    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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 ofbulletJames J Wurz Telephone no.bullet (315) 736-8231

    Located atbullet6301 Sutliff RoadOriskanyNY ZIP+4bullet13424
    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 2018, 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
     
    No
    .........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
    Donald Stevenson Treas / Dir
    1.0     		0 0 0
    6301 Sutliff Road
    Oriskany,NY13424
    Gregory P Wurz Dir
    1.0     		0 0 0
    6301 Sutliff Road
    Oriskany,NY13424
    James J Wurz Pres/ Dir
    1.0     		0 0 0
    6301 Sutliff Road
    Oriskany,NY13424
    Michael J Wurz Dir / Sec
    1.0     		0 0 0
    6301 Sutliff Road
    Oriskany,NY13424
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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 (2018)
    Form 990-PF (2018)
    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
    5,218,226
    b
    Average of monthly cash balances.......................
    1b
    216,675
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,434,901
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,434,901
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    81,524
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,353,377
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    267,669
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    267,669
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,006
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,006
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    265,663
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    265,663
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    265,663
    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
    137,384
    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
    137,384
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    137,384
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 265,663
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:2016, 2015, 2014  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 118,583
    b From 2014...... 95,695
    c From 2015...... 119,914
    d From 2016...... 53,902
    e From 2017...... 10,247
    fTotal of lines 3a through e........ 398,341
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 137,384
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 137,384
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 128,279 128,279
    (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 5 270,062
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		270,062
    10 Analysis of line 9:
    a Excess from 2014.... 85,999
    b Excess from 2015.... 119,914
    c Excess from 2016.... 53,902
    d Excess from 2017.... 10,247
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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).)
    NONE
    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 (2018)
    Form 990-PF (2018)
    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
    AGWAY OF CAPE COD CHARITABLE FOUNDATION INC
    686 RTE 134
    SOUTH DENNIS,MA02660     		N/A PC General & Unrestricted 2,376
    AMERICAN FLORAL ENDOWMENT
    1001 N FAIRFAX ST STE 201
    ALEXANDRIA,VA22314     		N/A PC General & Unrestricted 500
    AMERICAN HEART ASSOCIATION
    120 LOMOND COURT
    UTICA,NY13502     		N/A PC Charitable Event 6,178
    AMERICAN RED CROSS CAPE FEAR CHAPTER
    1102 S 16TH ST
    WILMINGTON,NC28401     		N/A PC Hurricane Florence relief fund 20,000
    BIG BROTHERS BIG SISTERS OF MCHENRY COUNTY INC
    630 N IL RT 31
    CRYSTAL LAKE,IL60012     		N/A PC General & Unrestricted 329
    BLANCHESTER POOL & RECREATION CENTER
    PO BOX 127
    BLANCHESTER,OH45107     		N/A PC General & Unrestricted 438
    BOYS AND GIRLS CLUB OF GREATER BILLERICA INC
    19 CAMPBELL RD
    BILLERICA,MA01821     		N/A PC General & Unrestricted 883
    A FORD
    CALIFORNIA STATE UNIVERSITY FRESNO
    5150 N MAPLE AVE M/S JA58
    FRESNO,CA93740     		NONE I Scholarship Grant 3,295
    A FORD
    CALIFORNIA STATE UNIVERSITY FRESNO
    5150 N MAPLE AVE M/S JA58
    FRESNO,CA93740     		NONE I Scholarship Grant 3,295
    CENTER FOR HUMAN DEVELOPMENT INC
    332 BIRNIE AVE
    SPRINGFIELD,MA01107     		N/A PC General & Unrestricted 1,040
    A JENKINS
    CLARKSON UNIVERSITY
    BOX 5564
    POTSDAM,NY13699     		NONE I Scholarship GRANT 7,000
    EASTERN STAR DAY CARE CENTER INC
    PO BOX 627
    ORISKANY,NY13424     		N/A PC Charitable Event 3,500
    ELDER SERVICES OF CAPE COD
    68 RTE 134
    SOUTH DENNIS,MA02660     		N/A PC General & Unrestricted 630
    EXTENSION EDUCATION FOUNDATION INC
    7001 W 21ST ST N
    WICHITA,KS67205     		N/A PC General & Unrestricted 464
    GRANTING GRACE FOR CHILDHOOD CANCER FOUNDATION INC
    4260 COMMUNICATIONS DR
    NORCROSS,GA30093     		N/A PC General & Unrestricted 500
    HABITAT FOR HUMANITY INTERNATIONAL INC
    411 MAIN ST STE 6
    YARMOUTH PORT,MA02675     		N/A PC General & Unrestricted 2,377
    JDRF INTERNATIONAL
    26 BROADWAY 14TH FL
    NEW YORK,NY10004     		N/A PC General & Unrestricted 1,103
    JDRF INTERNATIONAL
    555 CROTON RD STE 111
    KING OF PRUSSIA,PA19406     		N/A PC General & Unrestricted 539
    L Wengert
    MACMURRAY COLLEGE
    447 E COLLEGE AVE
    JACKSONVILLE,IL62650     		NONE I Scholarship GRANT 3,500
    A ALBERICO
    MOHAWK VALLEY COMMUNITY COLLEGE
    1101 SHERMAN DR
    UTICA,NY13501     		NONE I Scholarship Grant 3,500
    ORISKANY PUBLIC LIBRARY
    PO BOX 428
    ORISKANY,NY13424     		N/A PC General & Unrestricted 500
    L FORBES
    PURCHASE COLLEGE SUNY
    735 ANDERSON HILL RD
    PURCHASE,NY10577     		NONE I Scholarship GRANT 3,500
    RONALD MCDONALD HOUSE CHARITIES OF CENTRAL PA
    745 W GOVERNOR RD
    HERSHEY,PA17033     		N/A PC General & Unrestricted 182
    A CROCKETT
    SALEM STATE UNIVERSITY
    352 LAFAYETTE ST
    SALEM,MA01970     		NONE I Scholarship GRANT 7,000
    SCHOOLS PLUS
    PO BOX 14714
    SANTA ROSA,CA95402     		N/A PC General & Unrestricted 1,900
    SPRINGBROOK NY INC
    105 CAMPUS DR
    ONEONTA,NY13820     		N/A PC General & Unrestricted 500
    D WELLS
    ST BONAVENTURE UNIVERSITY
    BUSINESS OFC - 3261 W STATE RD
    ST BONAVENTURE,NY14778     		NONE I Scholarship GRANT 5,198
    D WELLS
    ST BONAVENTURE UNIVERSITY
    BUSINESS OFC - 3261 W STATE RD
    ST BONAVENTURE,NY14778     		NONE I Scholarship GRANT 525
    THDF II INC
    2455 PACES FERRY RD C-17
    ATLANTA,GA30339     		N/A PC General & Unrestricted 12,000
    THE ARC OF EAST CENTRAL IOWA
    680 2ND ST SE STE 200
    CEDAR RAPIDS,IA52401     		N/A PC General & Unrestricted 423
    THE LEUKEMIA & LYMPHOMA SOCIETY
    14 COMMERCE DR STE 301
    CRANFORD,NJ07016     		N/A PC General & Unrestricted 299
    THE SHRINERS HOSPITAL FOR CHILDREN
    2900 N ROCKY POINT DR
    TAMPA,FL33607     		N/A PC General & Unrestricted 2,624
    TRUE VALUE FOUNDATION
    8600 BRYN MAWR AVE
    CHICAGO,IL60631     		N/A PC General & Unrestricted 3,500
    C BARNES
    UNIVERSITY OF MEMPHIS
    275 ADMINISTRATION BLDG
    MEMPHIS,TN38152     		NONE I Scholarship GRANT 3,500
    C BARNES
    UNIVERSITY OF MEMPHIS
    275 ADMINISTRATION BLDG
    MEMPHIS,TN38152     		NONE I Scholarship GRANT 3,500
    M HARNIST
    UNIVERSITY OF NORTH TEXAS
    1155 UNION CIR 311370
    DENTON,TX76203     		NONE I Scholarship GRANT 3,500
    M HARNIST
    UNIVERSITY OF NORTH TEXAS
    1155 UNION CIR 311370
    DENTON,TX76203     		NONE I Scholarship GRANT 3,500
    S Dervisevic
    UTICA COLLEGE
    1600 BURRSTONE RD
    UTICA,NY13502     		NONE I SCHOLARSHIP GRANT 5,925
    VETERANS HEALTH ADMINISTRATION
    420 N JAMES RD
    COLUMBUS,OH43219     		N/A GOV General & Unrestricted 2,000
    D FORD
    WOODBURY UNIVERSITY
    7500 N GLENOAKS BLVD
    BURBANK,CA91504     		NONE I Scholarship GRANT 3,500
    WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TR
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		N/A SO I General & Unrestricted 850
    WWP INC - WOUNDED WARRIOR PROJECT INC
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		N/A PC General & Unrestricted 1,261
    Total .................................bullet 3a 127,134
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........     		    14 3,294  
    4 Dividends and interest from securities....     14 118,708  
    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 2,373  
    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)..   124,375  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    124,375
    (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 (2018)
    Form 990-PF (2018)
    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 instr.)?
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    The James H Wurz Jr and Edward T Wurz Sr
    Foundation
    Employer identification number

    27-0951890
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    The James H Wurz Jr and Edward T Wurz Sr
    Foundation         		Employer identification number
    27-0951890
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Bonide Products Inc  
    C/O FINANCE DEPT 6301 SUTLIFF RD
     
    Oriskany, NY13424

    		$ 819,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    The James H Wurz Jr and Edward T Wurz Sr
    Foundation         		Employer identification number

    27-0951890
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    The James H Wurz Jr and Edward T Wurz Sr
    Foundation         		Employer identification number

    27-0951890
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    The James H Wurz Jr and Edward T Wurz Sr
     
    Foundation
    EIN:
    27-0951890
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    The James H Wurz Jr and Edward T Wurz Sr
     
    Foundation
    EIN:
    27-0951890
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC NOTE CALL - 2.300% 19,486 19,504
    AGILENT TECHNOLOGIES - 3.200% 20,535 19,758
    AMERICAN TOWER CORP - 3.450% - 20,389 19,996
    AMPHENOL CORP - 2.550% - 01/30 15,192 14,990
    ANTHEM INC - 3.125% - 05/15/20 44,523 44,339
    APACHE CORP - 2.625% - 01/15/2 14,864 14,169
    APPLE INC NOTE CALL - 3.350% - 20,260 19,488
    ARROW ELECTRS INC - 4.000% - 0 14,856 14,611
    AT&T INC - 2.800% - 02/17/2021 19,922 19,750
    BANK OF AMERICA - 3.950% - 04/ 29,481 29,068
    BAXALTA INC - 3.600% - 06/23/2 20,320 19,848
    BECTON DICKINSON & CO - 3.250% 46,144 44,729
    BOSTON SCIENTIFIC CORP - 4.125 41,373 40,565
    BRANDYWINE OPER PARTNERSHIP - 29,971 29,675
    BROOKFIELD ASSET MGMT - 4.000% 14,874 14,627
    CARDINAL HEALTH INC NOTE - 3.2 25,371 24,125
    CELGENE CORP SR UNSECD - 3.875 40,658 38,506
    CLOROX - 3.050% - 09/15/2022 20,465 19,786
    COMCAST CORP BOND - 2.850% - 0 25,599 24,514
    CONSTELLATION BRANDS INC - 2.0 29,806 29,630
    DIGITAL RLTY TR - 3.625% - 10/ 20,457 19,810
    DISCOVERY COMMUNICATIONS - 4.3 26,951 25,441
    DOW CHEM CO - 2.650% - 06/15/2 20,003 19,864
    EBAY INC - 3.250% - 10/15/2020 20,422 19,981
    EDGEWELL PERS CARE CO - 4.700% 31,014 28,875
    EXPRESS SCRIPTS HLDG NOTE - 3. 24,131 24,278
    GOLDMAN SACHS GROUP - 3.000% - 29,138 28,156
    HCP INC NOTE - 2.625% - 02/01/ 20,352 19,858
    HUMANA - 2.625% - 10/01/2019 20,038 19,899
    INTERNATIONAL FLAVORS & FRAGRA 25,431 24,684
    INTL GAME TECHNOLOGY - 5.000% 6,259 6,045
    JPMORGAN CHASE & CO FR - 3.875 19,795 19,671
    KEYSIGHT TECH - 3.300% - 10/30 20,856 19,939
    KIMBERLY CLARK CORP NOTE - 2.7 25,237 23,855
    KRAFT HEINZ FOODS - 3.000% - 0 19,426 17,842
    KROGER CO - 2.950% - 11/01/202 15,292 14,733
    L-3 COMMUNICATIONS SR GLBL NOT 19,589 19,962
    LABORATORY CORP AMERHLDGS - 4. 20,858 20,417
    LG&E & KU ENERGY - 3.750% - 11 21,597 20,077
    MARRIOTT INTL - 3.125% - 10/15 45,384 44,642
    MATTEL - 3.150% - 03/15/2023 15,404 12,300
    MCKESSON CORP NOTE - 2.700% - 24,397 24,095
    MEADWESTAVO CORP - 7.375% - 09 31,485 30,690
    MONSANTO CO - 3.375% - 07/15/2 39,311 37,120
    MORGAN STANLEY FR - 4.875% - 1 26,815 25,762
    MOSAIC CO - 3.250% - 11/15/202 19,984 19,529
    NATIONAL FUEL GAS CON - 3.750% 34,456 34,150
    NORTHROP GRUMMAN - 5.050% - 08 26,141 25,276
    PRICELINE GRP NT - 3.650% - 03 25,244 24,346
    QUALCOMM - 2.250% - 05/20/2020 14,896 14,791
    QUEST DIAGNOSTICS INC NOTE - 2 24,742 24,772
    RAYTHEON - 3.125% - 10/15/2020 21,465 20,062
    ROCKWELL COLLINS INC - 5.250% 26,262 25,268
    ROPER TECHNOLOGIES INC - 2.800 25,417 24,492
    ROYAL CARIBBEAN CRUISES - 2.65 19,715 19,600
    SCRIPPS NETWORKS INTERACT INC 20,276 19,882
    SMUCKER JM CO - 3.000% - 03/15 19,589 19,514
    SOUTHERN CO - 2.750% - 06/15/2 25,602 24,723
    THERMO FISHER SCIENTIFIC INC - 20,551 20,260
    TRANSOCEAN INC NOTE - 6.375% - 22,900 24,813
    TUPPERWARE BRANDS CORP - 4.750 27,150 25,406
    UNDER ARMOUR INC - 3.250% - 06 28,360 25,133
    UNITED TECHNOLOGIES CORP - 1.5 24,669 24,697
    UNITEDHEALTH GROUP INC NOTE - 25,124 24,127
    VENTAS RLTY LTD PARTNERSHIP - 19,352 19,496
    VERISK ANALYTICS - 4.125% - 09 15,576 15,195
    VERIZON COMMUNICATIONS NOTE - 25,878 25,221
    WALGREENS BOOTS ALLIANCE - 3.8 19,671 19,696
    WALGREENS BOOTS ALLIANCE INC - 15,395 14,919
    WESTINGHOUSE AIR BRAKE CO NEW 25,131 24,975
    WYNDHAM WORLDWIDE BOND - 3.900 25,605 23,000
    YUM BRANDS - 3.750% - 11/01/20 27,202 24,375

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    The James H Wurz Jr and Edward T Wurz Sr
     
    Foundation
    EIN:
    27-0951890
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 28,819 27,628
    ABBOTT LABS 41,734 64,374
    ABBVIE INC 29,462 41,486
    ABIOMED 12,091 27,628
    ACCENTURE PLC 30,570 40,893
    ACTIVISION BLIZZARD INC 17,986 14,204
    AIR PRODS & CHEM INC 24,385 30,410
    AKAMAI TECH COM STK 17,202 17,774
    ALPHABET INC CL A 29,346 36,574
    AMAZON COM 13,823 30,039
    AMERIPRISE FINANCIAL INC 27,336 24,005
    APPLE INC 58,967 70,668
    ARISTA NETWORKS 14,850 13,274
    AUTOMATIC DATA PROCESSING INC 37,738 54,415
    AXON ENTERPRISE INC COM 12,988 24,763
    BECTON DICKINSON & CO 35,234 51,824
    BOEING CO 24,416 48,698
    BROADCOM INC 18,480 23,902
    CENTENE CORP 16,290 22,484
    CHARLES RIV LABORATORIES INTL 9,112 11,884
    CHEVRON CORP 31,213 30,461
    CHURCH & DWIGHT 20,243 30,250
    COGNIZANT TECHNOLOGY SOLUTIONS 10,064 9,839
    COLGATE-PALMOLIVE COMPANY 20,994 18,749
    COMCAST CORP 22,535 25,367
    CONSUMER DISCRETIONARY SELECT 39,647 34,158
    DOMINOS PIZZA INC 14,853 19,095
    ESTEE LAUDER COMPANIES INC 27,350 38,380
    FEDEX CORPORATION 16,291 14,520
    FINANCIAL SELECT SECTOR SPDR F 49,539 42,757
    GOLDMAN SACHS GROUP 17,038 13,197
    HOME DEPOT INC 23,199 31,787
    ILLINOIS TOOL WORKS 21,632 28,505
    INTEL CORP 36,169 47,869
    INVESCO QQQ TRUST 110,940 138,063
    ISHARES CORE MSCI EMERGING MAR 277,996 243,057
    ISHARES RUSSELL 2000 192,581 168,714
    ISHARES TRUST RUSSELL 1000 GRO 135,248 144,001
    JOHNSON & JOHNSON 21,612 26,455
    JP MORGAN CHASE 30,075 41,000
    MARRIOTT INTERNATIONAL INC. CL 36,960 51,566
    MASIMO CORPORATION 20,715 25,447
    MICROSOFT CORP 13,062 20,822
    NETFLIX INC 11,771 22,216
    NIKE INC-CL B 21,280 26,320
    OPPENHEIMER SNR FLOATING RAT 12,363 11,403
    PALO ALTO NETWORKS INC 13,282 17,328
    PNC FINANCIAL GROUP INC 28,750 35,658
    QUEST DIAGNOSTICS 21,954 19,568
    ROYAL CARRIBEAN CRUISE 24,937 29,337
    SHOPIFY INC 8,703 8,999
    SPDR S&P 500 ETF TRUST 610,430 653,540
    SPDR S&P MIDCAP 400 EFT TRUST 314,015 275,429
    STARBUCKS CORP COM 23,967 31,234
    STRYKER CORPORATION 22,095 35,269
    SVB FINANCIAL GROUP 10,428 8,926
    T. ROWE PRICE ASSOCIATES 21,449 24,926
    TE CONNECTIVITY LTD 22,682 18,529
    TRIPADVISOR LLC 15,961 18,070
    UNITED PARCEL SERVICE 28,963 27,796
    UNITED RENTALS INC 13,781 10,663
    UNITEDHEALTH GROUP INC 25,752 49,824
    VANGUARD FTSE DEVELOPED MARKET 149,036 132,447
    VANGUARD INFL-PROTECTED SECS 114,352 104,238
    VERIZON COMMUNICATIONS 25,373 29,459
    VISA INC 26,839 37,603
    WAL-MART STORES INC 29,247 30,740
    WALT DISNEY HOLDINGS CO 47,013 44,847

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    The James H Wurz Jr and Edward T Wurz Sr
     
    Foundation
    EIN:
    27-0951890
    US Government Securities - End of Year Book Value:

    35,301
    US Government Securities - End of Year Fair Market Value:

    34,593
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2018 OtherExpensesSchedule
    Name:
    The James H Wurz Jr and Edward T Wurz Sr
     
    Foundation
    EIN:
    27-0951890
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 10,000     10,000
    State or Local Filing Fees 250     250


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    The James H Wurz Jr and Edward T Wurz Sr
     
    Foundation
    EIN:
    27-0951890
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 24,094 24,094    


    TY 2018 TaxesSchedule
    Name:
    The James H Wurz Jr and Edward T Wurz Sr
     
    Foundation
    EIN:
    27-0951890
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2018 2,200      
    990-PF Extension for 2017 1,514