TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
PAUL JOHN ANTON & DORIS WIRTH
FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 9
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEBRASKA CITY, NE68410

A Employer identification number

47-0662109

B Telephone number (see instructions)

(402) 263-4085

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$20,317,054J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	211		211	211
4	Dividends and interest from securities...	547,750		538,300	547,750
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		39,504
b	Gross sales price for all assets on line 6a 776,215
7	Capital gain net income (from Part IV, line 2)...			45,264
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).......		213,313	17,310	213,313
12	Total. Add lines 1 through 11........	800,778		601,085	761,274
13	Compensation of officers, directors, trustees, etc.	6,800
14	Other employee salaries and wages......	800		800
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		10,858	10,858
c	Other professional fees (attach schedule)....
17	Interest...............	115		115
18	Taxes (attach schedule) (see instructions)...		12,923	12,923
19	Depreciation (attach schedule) and depletion...		116,834	116,834
20	Occupancy..............	3,720		3,720
21	Travel, conferences, and meetings.......	1,021		1,021
22	Printing and publications..........
23	Other expenses (attach schedule).......		2,677	2,677
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	155,748		148,948		0
25	Contributions, gifts, grants paid.......	1,012,708				1,012,708
26	Total expenses and disbursements. Add lines 24 and 25	1,168,456		148,948		1,012,708
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-367,678
b	Net investment income (if negative, enter -0-)			452,137
c	Adjusted net income (if negative, enter -0-)...				761,274

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	79,218	75,854	75,854
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis 1,016,970
		Less: accumulated depreciation (attach schedule)	1,016,970	1,016,970	6,134,858
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	12,734,283	12,411,109	14,106,342
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	13,830,471	13,503,933	20,317,054
	17	Accounts payable and accrued expenses..........	-6,296	-18,256
	18	Grants payable.................	146,900	200,000
	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 )
	23	Total liabilities (add lines 17 through 22).........	140,604	181,744
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	13,689,867	13,322,189
	29	Total net assets or fund balances (see instructions).....	13,689,867	13,322,189
	30	Total liabilities and net assets/fund balances (see instructions).	13,830,471	13,503,933

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

13,689,867

Enter amount from Part I, line 27a .....................

-367,678

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

13,322,189

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

13,322,189

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.)
1a
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
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(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
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	45,264
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 ...................		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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	6,285
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
3	Add lines 1 and 2...........................	3	6,285
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	6,285
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	11,960
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	11,960
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	5,675
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax5,675	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

KELLY WERTS Telephone no. bullet

(402) 263-4085

Located at bullet

P O BOX 9NEBRASKA CITYNE ZIP+4 bullet

68410

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

2018, 20, 20, 20

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.) ..............

Yes

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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-)
ARLENE EASTER	PRESIDENT 000.00	2,000
5389 B ROAD NEHAWKA,NE68413	PRESIDENT 000.00	2,000
DUANE SMITH	VICE PRES 000.00	1,600
204 SO 60TH ROAD NEBRASKA CITY,NE68410	VICE PRES 000.00	1,600
NANCY LUTZ	SECRETARY 000.00	1,000
5765 F ROAD NEBRASKA CITY,NE68410	SECRETARY 000.00	1,000
GAIL LUTZ	TREASURER 000.00	1,000
5765 F ROAD NEBRASKA CITY,NE68410	TREASURER 000.00	1,000
DON WITTLER	DIRECTOR 000.00	600
5900 O STREET LINCOLN,NE68510	DIRECTOR 000.00	600
BRUCE MADSEN	DIRECTOR 000.00	450
5284 B ROAD NEHAWKA,NE68413	DIRECTOR 000.00	450
KELLY WERTS	PRESIDENT EL 000.00	150
620 CENTRAL AVE NEBRASKA CITY,NE68410	PRESIDENT EL 000.00	150

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...................

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............. 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	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

13,155,615

Average of monthly cash balances.......................

187,728

Fair market value of all other assets (see instructions)................

6,134,858

Total (add lines 1a, b, and c).........................

19,478,201

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

19,478,201

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

292,173

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

19,186,028

Minimum investment return. Enter 5% of line 5..................

959,301

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.)

Minimum investment return from Part X, line 6....................

959,301

Tax on investment income for 2020 from Part VI, line 5......

6,285

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

6,285

Distributable amount before adjustments. Subtract line 2c from line 1............

953,016

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

953,016

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

953,016

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,012,708

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

1,012,708

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

1,012,708

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)

Page 9

Part XIII

Undistributed Income (see instructions)

	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7			953,016
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......		919,464
b Total for prior years:2015, 20, 20	24,266
3 Excess distributions carryover, if any, to 2020:
a From 2015......
b From 2016......
c From 2017......
d From 2018......
e From 2019......
fTotal of lines 3a through e........
4Qualifying distributions for 2020 from Part
XII, line 4: $ 1,012,708
a Applied to 2019, but not more than line 2a		919,464
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 2020 distributable amount.....			93,244
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2020.
(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
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........	24,266
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......	24,266
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........			859,772
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 2015 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2016....
b Excess from 2017....
c Excess from 2018....
d Excess from 2019....
e Excess from 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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

WIRTH FOUNDATION
P O BOX 9
NEBRASKA CITY,NE68410
(402) 263-4085

bThe form in which applications should be submitted and information and materials they should include:

WRITTEN REQUEST DETAILING PURPOSE FOR WHICH FUNDS WILL BE USED AND VERIFICATION OF CHARITABLE STATUS.

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

AWARDS ARE CONFINED TO NEBRASKA CITY & OTOE COUNTY, NEBRASKA

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BLUE RIVERS AREA AGENCY ON AGING 103 EASTSIDE BLVD BEATRICE,NE68310			NEBRASKA CITY TRANSIT VEHICLE GRANT	2,500
CAMP CATRON 609 N 60TH RD NEBRASKA CITY,NE68410			ADVENTURE COURSE GRANT	20,000
CITY OF NEBRASKA CITY 1409 CENTRAL AVENUE NEBRASKA CITY,NE68410			WILDWOOD PARK SHELTER GRANT	28,612
CITY OF NEBRASKA CITY 1409 CENTRAL AVENUE NEBRASKA CITY,NE68410			SPORTS COMPLEX GRANT	300,000
CITY OF NEBRASKA CITY 1409 CENTRAL AVENUE NEBRASKA CITY,NE68410			IN CAR & BODY CAMERA SYSTEM GRANT	63,500
CIVIL WAR VETERAN'S MUSEUM 910 1ST CORSO NEBRASKA CITY,NE68410			EDUCATIONAL GRANT	18,000
COWLES HILL CEMETERY ASSOC 804 CENTRAL AVE NEBRASKA CITY,NE68410			CEMETERY CARE GRANT	1,000
GARHALL 910 1ST CORSO NEBRASKA CITY,NE68410			DISPLAY LIGHTING GRANT	2,596
GREATER NE SCIENCE FAIR 141 STEINHART PARK RD NEBRASKA CITY,NE68410			OPERATING GRANT	2,000
GREATER NE SCIENCE FAIR 141 STEINHART PARK RD NEBRASKA CITY,NE68410			SCHOLARSHIP	1,000
KNIGHTS OF COLUMBUS 806 1ST AVE NEBRASKA CITY,NE68410			ASSISTANCE GRANT - FOOD BANK	5,000
KREGEL WINDMILL FACTORY MUS CENTRAL AVE NEBRASKA CITY,NE68410			EDUCATIONAL & DOOR REPLACEMENT GRANT	18,000
NEBR CITY VETERAN'S MEMORIAL BLDG PO BOX 121 NEBRASKA CITY,NE68410			HVAC GRANT	400,000
NEBR CITY VETERAN'S MEMORIAL BUILDI PO BOX 121 NEBRASKA CITY,NE68410			FIRE SPRINKLER INSTALLATION GRANT	125,000
NEBRASKA CITY FOOD PANTRY 1023 1ST AVE NEBRASKA CITY,NE68410			ASSISTANCE GRANT	5,000
NEBRASKA CITY MUSEUM 917 WILDWOOD LANE SUITE NEBRASKA CITY,NE68410			DIRECTOR'S GRANT	10,000
OTOE COUNTY VETERANS ASSOC 917 WILDWOOD LANE NEBRASKA CITY,NE68410			ASSISTANCE GRANT	3,500
SENCA 917 WILDWOOD LANE M NEBRASKA CITY,NE68410			ASSISTANCE GRANT	2,000
ST BENEDICTS CEMETERY 411 1/2 5TH RUE NEBRASKA CITY,NE68410			CEMETERY CARE GRANT	2,000
ST MARY'S CATHOLIC CEMETERY 218 N 6TH NEBRASKA CITY,NE68410			CEMETERY CARE GRANT	2,000
WYUKA CEMETERY SOUTH 19TH STREET NEBRASKA CITY,NE68410			CEMETERY CARE GRANT	1,000
Total ................................. 3a				1,012,708

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	211
4 Dividends and interest from securities....			14	547,750
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.....			15	17,310
8 Gain or (loss) from sales of assets other than inventory ............			14	45,264	-5,760
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aNET FARMLAND INCOME			25	196,003
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				806,538	-5,760

13Total. Add line 12, columns (b), (d), and (e)..................

800,778

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 AccountingFeesSchedule

Name:

PAUL JOHN ANTON & DORIS WIRTH

FOUNDATION INC

EIN:

47-0662109

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES	10,858	10,858

- TIN:

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

TY 2020 GainLossSaleOtherAssetsSch

Name:

PAUL JOHN ANTON & DORIS WIRTH

FOUNDATION INC

EIN:

47-0662109

Name	Date Acquired	How Acquired	Date Sold	Gross Sales Price	Basis	Total (net)
US WEST COMMUNICATIONS	2017-09	PURCHASE	2020-01	301,170	299,573	1,597
SAN & IMP DIST 240 OF SARPY CO	2019-09	PURCHASE	2020-01	43,186	50,000	-6,814
ALCOA	2016-02	PURCHASE	2020-04	102,015	97,489	4,526
GAGE CNTY NEB HOSP	2011-09	PURCHASE	2020-06	120,000	124,022	-4,022
SAN & IMP DIST 320 OF SARPY CO	1990-09	PURCHASE	2020-06	20,000	20,006	-6
LANCASTER CO NEB	2010-07	PURCHASE	2020-07	100,000	100,000
VEREIT INC	2014-12	PURCHASE	2020-07	22,225	22,550	-325
VEREIT INC	2014-12	PURCHASE	2020-07	22,225	23,050	-825
VEREIT INC	2014-12	PURCHASE	2020-12	15	21	-6
JONES GROUP	2011-05	PURCHASE	2020-04	115		115

- TIN:

TY 2020 InvestmentsLandSchedule2

Name:

PAUL JOHN ANTON & DORIS WIRTH

FOUNDATION INC

EIN:

47-0662109

Category/ Item	Cost/Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
LAND	1,016,970		1,016,970	6,134,858

- TIN:

TY 2020 InvestmentsOtherSchedule2

Name:

PAUL JOHN ANTON & DORIS WIRTH

FOUNDATION INC

EIN:

47-0662109

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
HOWMET AEROSPACE 013817AK7	FMV	197,425	245,958
ALCOA INC 013817AU5 - SOLD	FMV
AMERICAN BALANCED FUND	FMV	276,112	383,974
AMERICAN FIN TRUST	AT COST	85,740	85,740
AMERICAN FIRST TAX EXEMPT ATAX	FMV	10,809	8,500
AMERICAN REALTY CAP	AT COST	407,288	407,288
AMERITAS CASH ACCT	FMV	346,629	346,629
ARAPAHOE NEB 038733AH4	FMV	29,326	30,268
BELLEVUE NEB MUNI 079235DB0	FMV	100,006	102,461
BERKSHIRE HATHAWAY BRK B	FMV	80,594	231,870
BLAIR NEB WTR SYS 093030FA7	FMV	100,000	100,359
BRASKEM FINANCE LTD 10553YAF2	FMV	195,756	224,305
CANA-BRADFORD ROYALTIES	AT COST	202,530	202,530
CAPITAL INCOME BUILDER	FMV	264,894	275,805
CAPITAL WORLD GROWTH & INCOME FD	FMV	463,332	686,898
LUMEN TECHNOLOGIES 156700AM8	FMV	103,779	123,738
LUMEN TECHNOLOGIES 156700AT3	FMV	95,272	123,253
CLIFFS NAT RES INC 18683KAC5	FMV	230,917	212,034
COLE REIT	AT COST	158,157	158,157
COMMON WEALTH INCOME & GROWTH	AT COST	56,453	56,453
CVR PARTNERS LP UAN	FMV	9,658	1,602
DELL INC 24702RAF8	FMV	98,467	125,622
DIAMOND OFFSHORE 25271CAL6	FMV	96,708	12,250
DODGE CO 256449BC2	FMV	70,000	70,424
FORD MTR CO F.GQ	FMV	112,000	113,734
GAGE CNTY 362615AK2 - SOLD	FMV
GENESIS DRILLING PRO	AT COST	86,801	86,801
GENWORTH FINL 37247DAB2	FMV	199,000	194,578
GENWORTH FINL 37247DAP1	FMV	196,842	201,931
GLOBAL NET LEASE 379378201 & 300	FMV	216,012	192,787
GOLDMAN SACHS 38141ER92	FMV	200,000	260,079
GOLDMAN SACHS 38143YAC7	FMV	142,624	210,706
GRIFFIN CAPITAL 39818P104, 105 & 10	FMV	567,659	653,099
GTE FLA INC 36233AH9	FMV	189,412	212,293
HEWLETT PACKARD 428236BR3	FMV	98,897	132,415
IMH FIN CORP	AT COST	29,500	29,500
INCOME FUND OF AMERICA	FMV	272,182	321,870
INDUSTRIAL LOGISTICS PPTY 456237106	FMV		84,263
JONES GROUP 48020UAA6	FMV	92,696	31
KINDER MORGAN 494550BK1	FMV	93,718	123,862
KOHLS CORP 500255AV6	FMV	186,271	220,502
LANCASTER CNTY 514014MC0 - SOLD	FMV
LEHMAN BROS 525ESCDQ9	FMV	75,333	32,263
LEHMAN BROS 525ESCGW3	FMV	54,539
LINCOLN NE PEROT 534348ET0	FMV	35,000	35,453
LINCOLN NE PKG 534310GF8	FMV	20,000	20,496
MARATHON PETRO (ANDEAVOR)	FMV	22,289	17,537
MEWBOURNE ENERGY PTNRS	AT COST	129,884	129,884
MIDWEST FARMERS COOP	AT COST	99	99
MURPHY OIL CORP 626717AG7	FMV	89,340	88,656
NEBR BOOK CO 639579AF8 - SOLD	FMV	94,000
NEW PERSPECTIVE FUND	FMV	423,936	883,848
NEW WORLD FUND	FMV	274,322	486,424
NOBLE ROYALTY ACCESS	AT COST	182,648	182,648
ONEOK INC NEW 682680AN3	FMV	291,300	368,195
PHILLIPS EDISON ARC	AT COST	209,081	209,081
PIONEER GLOBAL 72369G306	FMV	575,169	474,379
PIONEER HIGH INC 72369H106	FMV	16,470	8,920
TALEN ENERGY SUPPLY TLN366949	FMV	99,965	52,367
PRIDE INTL INC 74153QAH5	FMV	100,006	6,300
PROSPECT CAP 74348YBE0	FMV	100,000	98,999
PROSPECT CAP 74348YLP4	FMV	100,000	98,293
PROVIDENT COS 743862AA2	FMV	75,620	98,324
RALSTON NE 751265SG5	FMV	200,000	197,385
RESOURCE RE OPPORT 76123W101	AT COST	155,399	155,399
RESOURCE ROYALTY	AT COST	275,953	275,953
SAFEWAY INC 7.25%	FMV	197,035	240,208
SAN & IMP DIST 320 80399MK35-SOLD	FMV
SAN & IMP DIST 327 80399TI82	FMV	20,006	21,264
SANDRIDGE MISSISSIPPIAN SDT	FMV	22,192	182
SARA LEE 803111AM5	FMV	97,673	126,988
SARPY CO WARRANTS	FMV		29,947
SEAGATE HDD CAYMAN 81180WAN1	FMV	185,756	236,668
SELECT INC REIT	AT COST	169,691	169,691
SO CA EDISON 842400EW9	FMV	53,537	71,654
STEADFAST INC REIT	AT COST	73,465	73,465
TECK RESOURCES 878742AW5	FMV	234,268	326,825
TIME WARNER CABLE 887325JAJ7	FMV	192,612	276,727
TRANSALTA CORP 89346DAE7	FMV	94,975	107,495
US CELLULAR 911684A	FMV	197,232	260,096
US WEST COMM 912920AC9 - SOLD	FMV
VEREIT INC	AT COST	182,782	182,782
WASHINGTON PRIME 939648AE1	FMV	195,412	124,923
WESTERN UN CO 959802AH2	FMV	198,018	255,643
WILLIAMS PARTNERS LP 96950FAK0	FMV	95,526	131,233
XEROX CORP 984121CB7	FMV	102,725	107,480
YUM BRANDS 988498AD3	FMV	134,385	187,599

- TIN:

TY 2020 OtherExpensesSchedule

Name:

PAUL JOHN ANTON & DORIS WIRTH

FOUNDATION INC

EIN:

47-0662109

Description	Revenue and Expenses per Books	Net Investment Income
EXPENSES
OFFICE EXPENSE	2,572	2,572
INVESTMENT FEES	105	105

- TIN:

TY 2020 OtherIncomeSchedule2

Name:

PAUL JOHN ANTON & DORIS WIRTH

FOUNDATION INC

EIN:

47-0662109

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
NET ROYALTY INCOME	17,310	17,310	17,310
NET FARMLAND INCOME	196,003		196,003

- TIN:

TY 2020 TaxesSchedule

Name:

PAUL JOHN ANTON & DORIS WIRTH

FOUNDATION INC

EIN:

47-0662109

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL 990 TAX	12,923	12,923
OCCUPATION TAX