Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
The James H Wurz Jr and Edward T Wurz Sr
Foundation
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

27-0951890
B Telephone number (see instructions)

(800) 839-1754
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$7,212,452J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 858 858  
4 Dividends and interest from securities... 121,715 121,715  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 208,147
b Gross sales price for all assets on line 6a 1,613,286
7 Capital gain net income (from Part IV, line 2)... 208,147
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........ 330,720 330,720  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 100,000     100,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 84,436     84,436
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 23,704 23,704    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,362 62    
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 22,867     22,867
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 232,369 23,766   207,303
25 Contributions, gifts, grants paid....... 227,497 227,497
26 Total expenses and disbursements. Add lines 24 and 25 459,866 23,766   434,800
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -129,146
b Net investment income (if negative, enter -0-) 306,954
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 244,021 145,433 145,433
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) 10,331    
b Investments—corporate stock (attach schedule)....... 3,180,877 Click to see attachment3,004,961 5,093,460
c Investments—corporate bonds (attach schedule)....... 1,754,276 Click to see attachment1,910,524 1,973,559
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) 5,189,505 5,060,918 7,212,452
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,189,505 5,060,918
29 Total net assets or fund balances (see instructions)..... 5,189,505 5,060,918
30 Total liabilities and net assets/fund balances (see instructions). 5,189,505 5,060,918
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,189,505
2
Enter amount from Part I, line 27a .....................
2
-129,146
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
559
4
Add lines 1, 2, and 3 ..........................
4
5,060,918
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 29 .
6
5,060,918
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 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 1,613,286   1,405,139 208,147
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       208,147
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 2 208,147
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,267
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 4,267
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 4,267
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,722
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,640
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,362
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 95
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet95 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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    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 Dir, Treas
    20.0     		100,000 19,913 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Gregory P Wurz Dir, VP
    1.0     		0 9,956 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    James J Wurz Dir, Pres
    1.0     		0 17,031 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Michael J Wurz Dir, Sec
    1.0     		0 29,515 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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 (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    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 (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,146,017
    b
    Average of monthly cash balances.......................
    1b
    228,685
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,374,702
    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
    6,374,702
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    95,621
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,279,081
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    313,954
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    313,954
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,267
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,267
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    309,687
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    559
    5
    Add lines 3 and 4............................
    5
    310,246
    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
    310,246
    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
    434,800
    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
    434,800
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    434,800
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 310,246
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 119,914
    b From 2016...... 53,902
    c From 2017...... 10,247
    d From 2018......  
    e From 2019...... 180,469
    fTotal of lines 3a through e........ 364,532
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 434,800
    a Applied to 2019, 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 2020 distributable amount..... 310,246
    e Remaining amount distributed out of corpus 124,554
    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 5 489,086
    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 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 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		119,914
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		369,172
    10 Analysis of line 9:
    a Excess from 2016.... 53,902
    b Excess from 2017.... 10,247
    c Excess from 2018....  
    d Excess from 2019.... 180,469
    e Excess from 2020.... 124,554
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN NATIONAL RED CROSS - NORTHEASTERN NEW YOR
    33 EVERETT RD
    ALBANY,NY12205     		N/A PC Hurricane Laura relief effort 10,000
    CAMDEN AREA FOOD PANTRY INCORPORATED
    84 MAIN ST
    CAMDEN,NY13316     		N/A PC General & Unrestricted 5,000
    A Jenkins
    CLARKSON UNIVERSITY
    PO BOX 5546
    POTSDAM,NY13699     		none I scholarship grant 3,500
    A Jenkins
    CLARKSON UNIVERSITY
    PO BOX 5546
    POTSDAM,NY13699     		none I Scholarship GRANT 3,500
    COMMUNITY FOUNDATION OF COLLIER COUNTY
    1110 PINE RIDGE RD STE 200
    NAPLES,FL34108     		N/A PC For wildfire relief efforts 10,000
    COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTI
    2608 GENESEE ST
    UTICA,NY13502     		N/A PC TO Help Halloween flood victims 5,000
    DIRECT RELIEF
    6100 WALLACE BECKNELL RD
    SANTA BARBARA,CA93117     		N/A PC To be used in the United States 25,000
    FEED OUR VETERANS
    587 MAIN ST
    NEW YORK MILLS,NY13417     		N/A PC General & Unrestricted 5,000
    FOLDS OF HONOR FOUNDATION
    5800 N PATRIOT DR
    OWASSO,OK74055     		N/A PC General & Unrestricted 5,000
    FOOD BANK OF CENTRAL NEW YORK
    7066 INTERSTATE ISLAND RD
    SYRACUSE,NY13209     		N/A PC General & Unrestricted 5,000
    FRIENDS OF THE WORLD FOOD PROGRAM INC
    1725 EYE ST NW STE 510
    WASHINGTON,DC20006     		N/A PC relief efforts in Lebanon 5,000
    GLADIOLUS FOOD PANTRY INC
    10511 GLADIOLUS DR
    FORT MYERS,FL33908     		N/A PC General & Unrestricted 5,000
    KUYAHOORA VALLEY FOOD PANTRY INC
    PO BOX 447
    NEWPORT,NY13416     		N/A PC General & Unrestricted 5,000
    LOWVILLE FOOD PANTRY
    7646 FOREST AVE
    LOWVILLE,NY13367     		N/A PC General & Unrestricted 5,000
    MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION
    415 CROSSWAYS PARK DR STE D
    WOODBURY,NY11797     		N/A PC General & Unrestricted 5,000
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741     		N/A PC for relief effort in Lebanon 5,000
    A Alberico
    MOHAWK VALLEY COMMUNITY COLLEGE
    1101 SHERMAN DR
    UTICA,NY13501     		none I Scholarship grant 2,877
    A Ange
    NAZARETH COLLEGE OF ROCHESTER
    4245 E AVE
    ROCHESTER,NY14618     		none I Scholarship grant 3,500
    NEW YORK MILLS VOLUNTEER FIRE COMPANY INC
    PO BOX 165
    NEW YORK MLS,NY13417     		N/A PC General & Unrestricted 5,000
    ONEIDA-HERKIMER-MADISON BOCES
    PO BOX 70
    NEW HARTFORD,NY13413     		N/A GOV General & Unrestricted 5,000
    K COMBS
    OREGON STATE UNIVERSITY
    A308 KERR ADMINISTRATION BLDG
    CORVALLIS,OR97331     		NONE I SCHOLARSHIP GRANT 4,666
    K Combs
    OREGON STATE UNIVERSITY
    A308 KERR ADMINISTRATION BLDG
    CORVALLIS,OR97331     		none I Scholarship grant 2,333
    ORISKANY INDEPENDANT FIRE AND HOSE COMPANY INC
    PO BOX 217
    ORISKANY,NY13424     		N/A PC General & Unrestricted 5,000
    OUR LADY OF LOURDES CATHOLIC CHURCH
    2 BARTON AVE
    UTICA,NY13502     		N/A PC General & Unrestricted 5,000
    RESCUE MISSION OF UTICA INC
    293 GENESEE ST
    UTICA,NY13501     		N/A PC funds for food purchases for the Soup Kitchen 5,000
    ROME RESCUE MISSION
    413 E DOMINICK ST
    ROME,NY13440     		N/A PC funds for food purchases for the Soup Kitchen 5,000
    A Cockett
    SALEM STATE UNIVERSITY
    352 LAFAYETTE ST
    SALEM,MA01970     		none I Scholarship grant 3,500
    A Cockett
    SALEM STATE UNIVERSITY
    352 LAFAYETTE ST
    SALEM,MA01970     		none I Scholarship grant 3,500
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC28607     		N/A PC Help with Covid-19 response in New York 20,000
    SOUTH FORT MYERS FOOD PANTRY COALITION INC
    8260 CYPRESS LAKE DR
    FORT MYERS,FL33919     		N/A PC General & Unrestricted 5,000
    ST PAULS CHURCH
    16 PARK AVE
    WHITESBORO,NY13492     		N/A PC General & Unrestricted 5,000
    C Szalkowski
    STATE UNIVERSITY OF NEW YORK CORTLA
    PO BOX 2000
    CORTLAND,NY13045     		NONE I SCHOLARSHIP GRANT 3,500
    C Szalkowski
    STATE UNIVERSITY OF NEW YORK CORTLA
    PO BOX 2000
    CORTLAND,NY13045     		none I Scholarship grant 3,500
    THE SALVATION ARMY
    3755 N FREEWAY BLVD
    SACRAMENTO,CA95834     		N/A PC wildfire relief efforts 10,000
    C Barnes
    UNIVERSITY OF MEMPHIS
    275 ADMINISTRATION BLDG
    MEMPHIS,TN38152     		none I Scholarship grant 3,500
    WATERVILLE FOOD PANTRY
    234 WHITE ST
    WATERVILLE,NY13480     		N/A PC General & Unrestricted 5,000
    K Moore
    WEBER STATE UNIVERSITY
    3850 DIXON PKWY DEPT 1021
    OGDEN,UT84408     		none I Scholarship grant 3,033
    K Moore
    WEBER STATE UNIVERSITY
    3850 DIXON PKWY DEPT 1021
    OGDEN,UT84408     		none I Scholarship grant 3,088
    WHITESBORO VOLUNTEER FIRE DEPARTMENT INC
    171 ORISKANY BLVD
    WHITESBORO,NY13492     		N/A GOV General & Unrestricted 5,000
    D Ford
    WOODBURY UNIVERSITY
    7500 N GLENOAKS BLVD
    BURBANK,CA91504     		none I Scholarship grant 3,500
    Total .................................bullet 3a 227,497
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 858  
    4 Dividends and interest from securities....     14 121,715  
    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 ............     		    18 208,147  
    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)..   330,720  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    330,720
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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

    TY 2020 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 2020 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
    3M COMPANY 2% 02/14/2025 - 2.0 26,640 26,502
    ABBOTT LABS - 2.950% - 03/15/2 31,113 32,917
    ABBVIE BOND - 3.375% - 11/14/2 31,145 30,806
    ABBVIE INC NOTE CALL - 2.300% 19,486 20,111
    AETNA INC - 4.125% - 06/01/202 20,492 20,112
    AGILENT TECHNOLOGIES - 3.200% 20,535 20,794
    AMERICAN TOWER CORP - 0.000% - 37,557 37,106
    AMGEN INC - 2.600% - 08/19/202 31,085 32,752
    AMPHENOL CORP NEW NOTE CALL - 31,141 32,315
    ANTHEM INC - 3.125% - 05/15/20 44,523 46,686
    APPLE INC NOTE CALL - 3.350% - 20,260 22,816
    ARROW ELECTRS INC - 4.000% - 0 14,856 16,499
    AT&T INC - 2.300% - 06/01/2027 21,185 21,331
    BANK OF AMERICA - 3.950% - 04/ 29,481 33,819
    BAXALTA INC - 3.600% - 06/23/2 20,320 20,810
    BAXTER INTL - 2.600% - 08/15/2 35,993 38,211
    BECTON DICKINSON & CONOTE - 2. 23,044 22,740
    BOEING CO - 0.026% - 10/30/202 25,806 26,082
    BOEING CO - 2.800% - 03/01/202 20,152 20,764
    BOSTON SCIENTIFIC CORP - 4.125 41,373 43,175
    BRANDYWINE OPER PARTNERSHIP - 29,971 32,071
    BROOKFIELD ASSET MGMT - 4.000% 14,874 16,726
    CAMPBELL SOUP CO - 2.500% - 08 19,334 20,667
    CARDINAL HEALTH INC NOTE - 3.2 25,371 26,445
    CELGENE CORP SR UNSECD - 3.875 40,658 44,870
    CLOROX - 3.050% - 09/15/2022 20,465 20,801
    CONAGRA INC - 3.250% - 09/15/2 26,738 26,142
    CONSTELLATION BRANDS INC - 3.2 20,803 21,117
    DISCOVERY COMMUNICATIONS - 4.3 26,951 25,440
    DOMINION ENERGY INC - 3.071% - 20,787 21,591
    DOVER CORP - 3.150% - 11/15/20 31,087 33,116
    EDGEWELL PERS CARE CO - 4.700% 31,014 31,235
    ESTEE LAUDER COS INCNOTE CALL 26,707 26,411
    EXPRESS SCRIPTS HLDG NOTE - 3. 24,131 27,090
    FEDEX CORP - 3.300% - 03/15/20 20,819 22,408
    HONEYWELL INTL INC - 2.300% - 26,775 26,641
    HUMANA INC - 2.900% - 12/15/20 31,437 31,365
    INTERNATIONAL FLAVORS & FRAGRA 25,431 26,107
    JPMORGAN CHASE & CO FR - 3.875 19,795 22,328
    KELLOGG CO - 2.650% - 12/01/20 21,411 21,342
    KENNAMETAL INC - 3.875% - 02/1 31,011 30,797
    KIMBERLY CLARK CORP NOTE - 2.7 25,237 27,680
    KRAFT HEINZ FOODS - 3.000% - 0 19,426 20,885
    KROGER CO - 2.950% - 11/01/202 15,292 15,292
    L-3 COMMUNICATIONS SR GLBL NOT 19,589 21,305
    LABORATORY CORP OF AMER NT - 3 20,821 20,597
    MARRIOTT INTL - 3.125% - 10/15 45,384 45,582
    MARSH MCLENNAN - 4.800% - 07/1 36,955 35,482
    MATTEL - 3.150% - 03/15/2023 15,404 15,150
    MCKESSON CORP NOTE - 2.700% - 24,397 25,964
    MERCK & CO INC - 2.750% - 02/1 20,675 21,726
    MOHAWK INDUSTRIES 3.85% 02/01/ 26,858 26,555
    MONSANTO CO - 3.375% - 07/15/2 39,311 41,765
    MORGAN STANLEY FR - 4.875% - 1 26,815 26,938
    MOSAIC CO - 3.250% - 11/15/202 19,984 20,899
    NATIONAL FUEL GAS CON - 3.750% 34,456 36,666
    OTIS WORLDWIDE SER B - 2.056% 26,420 26,496
    PRICELINE GRP NT - 3.650% - 03 25,244 27,665
    ROPER TECHNOLOGIES INC - 2.800 25,417 25,531
    RYDER SYS RYDER SYS MTN BE CAL 27,045 26,485
    SMUCKER JM CO - 3.000% - 03/15 19,589 20,605
    SOUTHERN CO NOTE - 2.950% - 07 26,730 26,474
    SYSCO CORP NOTE - 2.500% - 07/ 30,527 30,291
    THERMO FISHER SCIENTIFIC INC - 20,551 22,053
    TIMKEN CO NOTE - 3.875% - 09/0 25,985 26,866
    UNITED PARCEL SERVICES INC NOT 37,288 37,153
    UNITEDHEALTH GROUP INC NOTE - 25,124 28,016
    VENTAS RLTY LTD PARTNERSHIP - 19,352 21,132
    VERISK ANALYTICS - 4.125% - 09 15,576 15,889
    WALGREENS BOOTS ALLIANCE - 3.8 19,671 22,041
    WESTINGHOUSE AIR BRAKE CO NEW 25,131 26,384
    XYLEM INC 4.875% DUE 10/01/202 21,353 20,646
    YUM BRANDS - 3.750% - 11/01/20 27,202 25,250
    ZOETIS INC - 3.250% - 02/01/20 19,958 21,038

    TY 2020 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
    ABBOTT LABS 41,734 97,446
    ABBVIE INC 29,462 48,218
    ABIOMED 22,096 42,470
    ACCENTURE PLC 30,570 75,751
    ACTIVISION BLIZZARD INC 17,986 28,319
    ADOBE SYSTEMS, INC 17,649 27,006
    AIR PRODS & CHEM INC 24,385 51,912
    AKAMAI TECH COM STK 17,202 30,552
    ALPHABET INC CL A 29,346 61,342
    AMAZON COM 13,823 65,139
    AMERIPRISE FINANCIAL INC 27,336 44,696
    APPLE INC 55,463 213,366
    AUTODESK, INC 20,791 24,427
    AUTOMATIC DATA PROCESSING INC 37,738 73,123
    AXON ENTERPRISE INC COM 11,225 55,506
    BECTON DICKINSON & CO 35,234 57,551
    BROADCOM INC 12,125 20,579
    CENTENE CORP 16,290 23,412
    CHURCH & DWIGHT 20,243 40,126
    COMCAST CORP 22,535 39,038
    CONSUMER DISCRETIONARY SELECT 93,863 110,938
    DOCUSIGN INC 19,686 18,451
    ESTEE LAUDER COMPANIES INC 27,350 78,526
    FEDEX CORPORATION 21,610 32,972
    FIVERR INTERNATIONAL ORD SHS 19,742 22,632
    HOME DEPOT INC 23,199 49,140
    ILLINOIS TOOL WORKS 21,632 45,873
    INTEL CORP 36,169 50,816
    INVESCO QQQ TRUST 158,341 351,389
    ISHARES CORE MSCI EMERGING MAR 277,997 319,816
    ISHARES RUSSELL 2000 192,582 247,036
    ISHARES TRUST RUSSELL 1000 GRO 250,461 422,235
    JOHNSON & JOHNSON 21,612 32,263
    JP MORGAN CHASE 30,075 53,369
    JPMORGAN INCOME FUND CL I 104,109 101,740
    LEIDOS HOLDINGS INC 18,405 23,652
    LOCKHEED MARTIN CORP 30,809 28,043
    MAGNA INTERNATIONAL INC 30,316 43,896
    MASIMO CORPORATION 20,715 63,606
    MATCH GROUP INC 24,584 47,322
    MCDONALD'S CORP 9,834 10,944
    MICROSOFT CORP 32,632 77,180
    NETFLIX INC 10,418 34,066
    NIKE INC-CL B 21,280 50,222
    PALO ALTO NETWORKS INC 17,977 40,870
    PELOTON INTERACTIVE, INC. 13,827 62,053
    QUALCOMM INC 20,229 48,749
    QUEST DIAGNOSTICS 21,954 28,005
    ROPER INDUSTRIES 39,263 49,575
    SALESFORCE.COM 19,212 29,374
    SHOPIFY INC 8,608 65,653
    SPDR S&P 500 ETF TRUST 113,745 181,332
    SPDR S&P MIDCAP 400 EFT TRUST 314,016 382,126
    STARBUCKS CORP COM 23,967 51,885
    STRYKER CORPORATION 22,095 55,134
    T. ROWE PRICE GROUP 21,449 40,875
    TE CONNECTIVITY LTD 22,682 29,662
    TESLA MOTORS INC 7,078 56,454
    THE TRADE DESK INC 11,882 52,065
    UNITED PARCEL SERVICE 28,963 47,994
    UNITEDHEALTH GROUP INC 19,125 46,290
    VANGUARD INFLATION-PROTECTED S 118,402 124,832
    VEEVA SYSTEMS INC 19,629 30,492
    VERIZON COMMUNICATIONS 34,473 40,949
    VISA INC 26,839 62,338
    WAL-MART STORES INC 29,247 47,570
    WALT DISNEY HOLDINGS CO 20,992 28,083
    ZOETIS INC 17,517 25,984
    ZOOM VIDEO COMMUNICATIONS INC 11,136 29,010

    TY 2020 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 20,500     20,500
    OFFICE SUPPLIES 117     117
    State or Local Filing Fees 250     250
    IRS APPLICATION FEES 2,000     2,000


    TY 2020 OtherIncreasesSchedule
    Name:
    The James H Wurz Jr and Edward T Wurz Sr
     
    Foundation
    EIN:
    27-0951890
    Description Amount
    RETURNED GRANT 559


    TY 2020 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 23,704 23,704    


    TY 2020 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 2020 1,300      
    Foreign Tax Paid 62 62