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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$7,619,516J 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 198 198  
4 Dividends and interest from securities... 138,615 138,615  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 849,668
b Gross sales price for all assets on line 6a 2,265,750
7 Capital gain net income (from Part IV, line 2)... 849,668
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........ 988,481 988,481  
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....... 96,929     96,929
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 28,260 28,260    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,089 249    
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 14,253 3   14,250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 246,531 28,512   211,179
25 Contributions, gifts, grants paid....... 332,161 332,161
26 Total expenses and disbursements. Add lines 24 and 25 578,692 28,512   543,340
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 409,789
b Net investment income (if negative, enter -0-) 959,969
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 145,433 148,703 148,703
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)      
b Investments—corporate stock (attach schedule)....... 3,004,961 Click to see attachment3,389,557 5,538,235
c Investments—corporate bonds (attach schedule)....... 1,910,524 Click to see attachment1,932,447 1,932,578
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) 5,060,918 5,470,707 7,619,516
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 5,060,918 5,470,707
29 Total net assets or fund balances (see instructions)..... 5,060,918 5,470,707
30 Total liabilities and net assets/fund balances (see instructions). 5,060,918 5,470,707
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
5,060,918
2
Enter amount from Part I, line 27a .....................
2
409,789
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,470,707
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
5,470,707
Form 990-PF (2021)
Form 990-PF (2021)
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 2,265,750   1,416,082 849,668
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       849,668
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 2 849,668
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 13,344
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 13,344
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,295
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,400
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,695
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 10 351
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet351 RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 22,487 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Gregory P Wurz Dir, VP
    1.0     		0 11,261 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    James J Wurz Dir, Pres
    1.0     		0 21,725 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Michael J Wurz Dir, Sec
    1.0     		0 33,429 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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    7,206,591
    b
    Average of monthly cash balances.......................
    1b
    184,103
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,390,694
    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
    7,390,694
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    110,860
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,279,834
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    363,992
    Part X
    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 IX, line 6..................
    1
    363,992
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    13,344
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,344
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    350,648
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    350,648
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    350,648
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 350,648
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 53,902
    b From 2017...... 10,247
    c From 2018......  
    d From 2019...... 180,469
    e From 2020...... 124,554
    f Total of lines 3a through e ........ 369,172
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 543,340
    a Applied to 2020, 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 2021 distributable amount..... 350,648
    e Remaining amount distributed out of corpus 192,692
    5 Excess distributions carryover applied to 2021.    
    (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 5 561,864
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		53,902
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		507,962
    10 Analysis of line 9:
    a Excess from 2017.... 10,247
    b Excess from 2018....  
    c Excess from 2019.... 180,469
    d Excess from 2020.... 124,554
    e Excess from 2021.... 192,692
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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 HEART ASSOCIATION
    120 LOMOND COURT
    UTICA,NY13502     		N/A PC General & Unrestricted 5,000
    AMERICAN RED CROSS
    1450 NEWTOWN PIKE
    LEXINGTON,KY40511     		N/A PC Assistance for tornado victims 25,000
    AMERICAN RED CROSS - SOUTHEAST LOUISIANA CHAPTER
    2640 CANAL ST
    NEW ORLEANS,LA70119     		N/A PC Hurricane Ida relief effort 5,000
    BOY SCOUTS OF AMERICA
    1401 GENESEE ST
    UTICA,NY13501     		N/A PC Camp Kingsley capital campaign 20,000
    CAMDEN AREA FOOD PANTRY INCORPORATED
    84 MAIN ST
    CAMDEN,NY13316     		N/A PC General & Unrestricted 5,000
    CATHOLIC CHARITIES OF ONEIDA
    1408 GENESEE ST
    UTICA,NY13502     		N/A PC General & Unrestricted 10,000
    CATHOLIC CHARITIES OF THE ROMAN CATHOLIC DIOCESE O
    1654 W ONONDAGA ST
    SYRACUSE,NY13204     		N/A PC General & Unrestricted 5,000
    CENTER FOR FAMILY LIFE AND RECOVERY INC
    502 COURT ST STE 401
    UTICA,NY13502     		N/A PC General & Unrestricted 5,000
    CENTRAL ASSOCIATION FOR THE BLIND INC
    507 KENT ST
    UTICA,NY13501     		N/A PC General & Unrestricted 10,000
    CENTRAL NEW YORK RONALD MCDONALD HOUSE CHARITIES I
    1100 E GENESEE ST
    SYRACUSE,NY13210     		N/A PC General & Unrestricted 5,000
    CENTRAL ONEIDA COUNTY VOLUNTEER AMBULANCE CORPS
    7489 E S ST
    CLINTON,NY13323     		N/A PC General & Unrestricted 5,000
    CHURCH OF THE ANNUNCIATION
    7616 E S ST
    CLINTON,NY13323     		N/A PC The Country Pantry fund 5,000
    A Jenkins
    Clarkson University 8 CLARKSON AVE
    POTSDAM,NY13699     		None I Scholarship Grant 3,500
    COMFORT HOUSE INC
    1203 KEMBLE ST
    UTICA,NY13501     		N/A PC General & Unrestricted 5,000
    COMPASSION COALITION
    509 LAFAYETTE ST
    UTICA,NY13502     		N/A PC General & Unrestricted 5,000
    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
    HOSPICE & PALLIATIVE CARE INC
    4277 MIDDLE SETTLEMENT RD
    NEW HARTFORD,NY13413     		N/A PC General & Unrestricted 5,000
    HOUSE OF THE GOOD SHEPHERD
    100 LOMOND PL
    UTICA,NY13502     		N/A PC General & Unrestricted 10,000
    HOUSTON FOOD BANK
    535 PORTWALL ST
    HOUSTON,TX77029     		N/A PC Blackout Relief Effort 5,000
    INSIGHT HOUSE CHEMICAL DEPENDENCY SERVICES INCORPO
    500 WHITESBORO ST
    UTICA,NY13502     		N/A PC General & Unrestricted 5,000
    KIRKLAND TRAILS INC
    PO BOX 86
    CLINTON,NY13323     		N/A PC Gold Donor Level 500
    KUYAHOORA VALLEY FOOD PANTRY INC
    PO BOX 303
    NEWPORT,NY13416     		N/A PC General & Unrestricted 5,000
    LOWVILLE FOOD PANTRY
    5502 TRINITY AVE
    LOWVILLE,NY13367     		N/A PC General & Unrestricted 5,000
    MASONIC MEDICAL RESEARCH LABORATORY
    2150 BLEECKER ST
    UTICA,NY13501     		N/A PC General & Unrestricted 2,500
    NEW YORK MILLS VOLUNTEER FIRE COMPANY INC
    PO BOX 165
    NEW YORK MLS,NY13417     		N/A PC General & Unrestricted 5,000
    I Cirasuolo
    New York University 547 LAGUARDIA P
    NEW YORK,NY10012     		None I Scholarship Grant 2,500
    K Combs
    Oregon State University A308 KERR A
    BLDG
    CORVALLIS,OR97331     		None I Scholarship Grant 2,333
    K Combs
    Oregon State University A308 KERR A
    BLDG
    CORVALLIS,OR97331     		None I Scholarship Grant 2,333
    K Combs
    Oregon State University A308 KERR A
    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
    ORISKANY PUBLIC LIBRARY
    PO BOX 428
    ORISKANY,NY13424     		N/A PC General & Unrestricted 2,000
    OUR LADY OF LOURDES CATHOLIC CHURCH
    2 BARTON AVE
    UTICA,NY13502     		N/A PC General & Unrestricted 5,000
    PATHFINDER VILLAGE INC
    3 CHENANGO RD
    EDMESTON,NY13335     		N/A PC General & Unrestricted 10,000
    PCT4PC INC
    6 HALF MILE CMN
    WESTPORT,CT06880     		N/A PC General & Unrestricted 5,000
    RESCUE MISSION OF UTICA INC
    293 GENESEE ST
    UTICA,NY13501     		N/A PC Food pantry operations fund 5,000
    RESOURCE CENTER FOR INDEPENDENT LIVING INC
    131 GENESEE ST
    UTICA,NY13501     		N/A PC General & Unrestricted 10,000
    ROME RESCUE MISSION
    413 E DOMINICK ST
    ROME,NY13440     		N/A PC food pantry operations fund 5,000
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC28607     		N/A PC Haiti Relief effort 10,000
    ST JOHN THE EVANGELIST CHURCH
    66 OXFORD RD
    NEW HARTFORD,NY13413     		N/A PC Angels Among Us program 5,000
    ST PATRICK'S SCHOOL
    354 ELIZABETH ST
    ONEIDA,NY13421     		N/A PC General & Unrestricted 5,000
    ST PAULS CHURCH
    16 PARK AVE
    WHITESBORO,NY13492     		N/A PC General & Unrestricted 5,000
    STANWIX HEIGHTS VOLUNTEER FIRE DEPARTMENT INC
    6580 BARTLETT RD
    ROME,NY13440     		N/A PC General & Unrestricted 2,000
    C Szalkowski
    State University of New York Cortla
    CORTLAND,NY13045     		None I Scholarship Grant 3,500
    C Szalkowski
    State University of New York Cortla
    CORTLAND,NY13045     		None I Scholarship Grant 3,500
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306     		N/A PC General & Unrestricted 5,000
    STEVENS-SWAN-HUMANE-SOCIETY
    5664 HORATIO ST
    UTICA,NY13502     		N/A PC General & Unrestricted 2,500
    THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC
    3833 CLEGHORN AVE
    NASHVILLE,TN37215     		N/A PC Tennessee Emergency Response Fund for Flood Victims 5,000
    THE SALVATION ARMY
    200 TWIN OAKS DR
    SYRACUSE,NY13206     		N/A PC General & Unrestricted 10,000
    J Robinson
    University of Illinois 620 EAST JOH
    CHAMPAIGN,IL61820     		None I Scholarship Grant 2,500
    L Hinman
    Utica College 1600 BURRSTONE RD
    UTICA,NY13502     		None I Scholarship Grant 2,500
    G Stuhlman
    Utica College 1600 BURRSTONE RD
    UTICA,NY13502     		None I Scholarship Grant 2,500
    S DeFabio
    Utica College 1600 BURRSTONE RD
    UTICA,NY13502     		None I Scholarship Grant 2,500
    UTICA ZOOLOGICAL SOCIETY
    99 STEELE HILL RD
    UTICA,NY13501     		N/A PC General & Unrestricted 3,000
    WATERVILLE FOOD PANTRY
    PO BOX 22
    WATERVILLE,NY13480     		N/A PC General & Unrestricted 5,000
    K Roberts
    Weber State University 3850 DIXON P
    OGDEN,UT84408     		NONE I Scholarship Grant 3,216
    K Roberts
    Weber State University 3850 DIXON P
    OGDEN,UT84408     		None I Scholarship Grant 6,446
    WHITESBORO VOLUNTEER FIRE DEPARTMENT INC
    171 ORISKANY BLVD
    WHITESBORO,NY13492     		N/A GOV General & Unrestricted 5,000
    Y W C A OF THE MOHAWK VALLEY
    7 RUTGER PARK
    UTICA,NY13501     		N/A PC General & Unrestricted 5,000
    YOUNG MENS CHRISTIAN ASSOC & WOMENS COMMUNITY CENT
    301 W BLOOMFIELD ST
    ROME,NY13440     		N/A PC General & Unrestricted 5,000
    Total .................................bullet 3a 332,161
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 198  
    4 Dividends and interest from securities ....          
    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 ............     		    18 849,668  
    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) ..   988,481  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    988,481
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


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    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 2021 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 2021 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 25,585
    ABBOTT LABS - 2.950% - 03/15/2 31,113 31,510
    AMERICAN TOWER CORP - 0.000% - 37,557 35,943
    AMGEN INC - 2.600% - 08/19/202 31,085 31,291
    AMPHENOL CORP NEW NOTE CALL - 31,141 31,192
    ANTHEM INC - 3.125% - 05/15/20 44,523 45,424
    APPLE INC NOTE CALL - 3.350% - 20,260 21,719
    ARROW ELECTRS INC - 4.000% - 0 14,856 15,999
    AT&T INC - 2.300% - 06/01/2027 21,185 20,360
    BANK OF AMERICA - 3.950% - 04/ 29,481 32,078
    BAXALTA INC - 3.600% - 06/23/2 20,320 20,168
    BAXTER INTL - 2.600% - 08/15/2 35,993 36,289
    BB&T - 5.375% - 08/15/2022 53,862 51,405
    BIOGEN INC - 3.625% - 09/15/20 26,209 25,535
    BOEING CO - 0.026% - 10/30/202 25,806 25,695
    BOEING CO - 2.800% - 03/01/202 20,152 20,356
    BOSTON SCIENTIFIC CORP - 4.125 41,374 41,787
    BRANDYWINE OPER PARTNERSHIP - 29,971 31,690
    BROOKFIELD ASSET MGMT - 4.000% 14,874 16,037
    CAMPBELL SOUP CO - 2.500% - 08 19,334 20,213
    CARDINAL HEALTH INC NOTE - 3.2 25,371 25,673
    CELGENE CORP SR UNSECD - 3.875 40,658 42,869
    CLOROX - 3.050% - 09/15/2022 20,465 20,228
    CONAGRA INC - 3.250% - 09/15/2 26,738 25,410
    CONSTELLATION BRANDS INC - 3.2 20,803 20,432
    CVS CAREMARK CORP - 3.500% - 0 25,685 25,280
    CVS HEALTH CORP NOTE - 4.000% 26,985 26,177
    DOMINION ENERGY INC - 3.071% - 20,787 20,706
    DOVER CORP - 3.150% - 11/15/20 31,087 31,704
    DUKE ENERGY CORP - 3.950% - 10 53,894 52,201
    ESTEE LAUDER COS INCNOTE CALL 26,707 25,685
    EXPRESS SCRIPTS HLDG NOTE - 3. 24,131 26,207
    HONEYWELL INTL INC - 2.300% - 26,775 25,838
    HUMANA INC - 2.900% - 12/15/20 31,437 30,591
    INTERNATIONAL FLAVORS & FRAGRA 25,431 25,632
    JPMORGAN CHASE & CO FR - 3.875 19,795 21,219
    KELLOGG CO - 2.650% - 12/01/20 21,411 20,613
    KIMBERLY CLARK CORP NOTE - 2.7 25,237 26,444
    KRAFT HEINZ FOODS - 3.000% - 0 19,426 20,927
    L-3 COMMUNICATIONS SR GLBL NOT 19,589 20,914
    LABORATORY CORP AMER HLDGS - 4 16,185 15,727
    LABORATORY CORP AMERHLDGS - 3. 21,689 20,944
    MATTEL - 3.150% - 03/15/2023 15,404 15,263
    MCCORMICK &CO INC - 3.250% - 1 26,519 26,388
    MCKESSON CORP NOTE - 2.700% - 24,397 25,353
    MERCK & CO INC - 2.750% - 02/1 20,675 20,951
    MOHAWK INDUSTRIES 3.85% 02/01/ 26,858 25,579
    MONSANTO CO - 3.375% - 07/15/2 39,311 41,272
    MORGAN STANLEY - 4.100% - 05/2 21,702 20,828
    MORGAN STANLEY FR - 4.875% - 1 26,815 25,843
    MOSAIC CO - 3.250% - 11/15/202 19,984 20,387
    MOSAIC CO - 4.250% - 11/15/202 21,595 21,038
    NATIONAL FUEL GAS CON - 3.750% 34,456 35,773
    ORACLE CORP NOTE - 2.950% - 11 32,216 31,207
    OTIS WORLDWIDE SER B - 2.056% 26,420 25,426
    PARKER-HANNIFIN - 3.300% - 11/ 54,161 52,464
    PARKER-HANNIFIN CORPMTN CALL M 31,358 30,619
    PRICELINE GRP NT - 3.650% - 03 25,244 26,567
    RAYTHEON TECHNOLOGIES CORP - 3 32,780 31,496
    RYDER SYS RYDER SYS MTN BE CAL 27,045 25,650
    SHERWIN-WILLIAMS - 2.750% - 06 25,580 25,172
    SOUTHERN CO NOTE - 2.950% - 07 26,730 25,605
    TIMKEN CO NOTE - 3.875% - 09/0 25,985 26,281
    UNITED PARCEL SERVICES INC NOT 37,288 36,043
    UNITEDHEALTH GROUP INC NOTE - 25,124 26,736
    VERISK ANALYTICS - 4.125% - 09 36,683 35,795
    WALGREENS BOOTS ALLIANCE - 3.8 19,671 21,248
    WESTINGHOUSE AIR BRAKE CO NEW 25,131 25,986
    WHIRLPOOL CORP - 4.700% - 06/0 37,335 35,530
    ZOETIS INC - 3.250% - 02/01/20 19,958 20,381

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    The James H Wurz Jr and Edward T Wurz Sr
     
    Foundation
    EIN:
    27-0951890
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 19,855 18,296
    ABBOTT LABS 59,020 141,162
    ABBVIE INC 28,887 59,034
    ABIOMED 17,602 31,248
    ACCENTURE PLC 26,960 100,736
    ACTIVISION BLIZZARD INC 9,350 9,913
    ADOBE SYSTEMS, INC 9,240 15,311
    AIR PRODS & CHEM INC 22,985 52,333
    AKAMAI TECH COM STK 9,081 17,439
    ALEXANDRIA REAL ESTATE EQUITIE 18,965 22,965
    ALLIANT CORP 22,485 24,342
    ALPHABET INC CL A 16,858 46,353
    AMAZON COM 11,141 43,346
    AMERICAN TOWER REIT INC 13,481 17,550
    AMERIPRISE FINANCIAL INC 22,860 57,315
    APPLE INC 38,025 177,748
    AUTODESK, INC 12,475 13,497
    AUTOMATIC DATA PROCESSING INC 34,356 87,782
    AXON ENTERPRISE 6,451 23,079
    BANK NEW YORK MELLON CORP COM 20,040 23,464
    BECTON DICKINSON & CO 37,837 60,104
    BLOCK INC 16,136 9,691
    BROADCOM INC 5,934 15,304
    CENTENE CORP 9,901 16,068
    CHEVRON CORP 25,335 27,577
    CHURCH & DWIGHT 22,071 49,405
    CISCO SYSTEMS INC 19,215 23,067
    COMCAST CORP 21,387 35,432
    COMMUNICATION SVCS SLCT SCTR S 60,057 56,240
    CONSUMER DISCRETIONARY SELECT 67,891 94,860
    DIGITAL RLTY TR INC 19,929 23,170
    DOW INC 17,513 15,711
    ESTEE LAUDER COMPANIES INC 24,363 95,141
    FEDEX CORPORATION 9,598 15,518
    GENERAL MILLS INC 17,543 19,944
    HOME DEPOT INC 20,456 66,817
    ILLINOIS TOOL WORKS 20,593 51,334
    INT'L FLAVORS & FRAGRANCES INC 14,954 15,216
    INVESCO QQQ TRUST 128,043 323,054
    ISHARES CORE MSCI EAFE ETF 216,836 211,679
    ISHARES CORE MSCI EMERGING MAR 196,747 196,880
    ISHARES RUSSELL 2000 204,540 291,854
    ISHARES TRUST RUSSELL 1000 GRO 275,435 545,477
    JOHNSON & JOHNSON 22,266 35,754
    JP MORGAN CHASE 29,244 64,132
    JPMORGAN INCOME FUND CL I 108,286 105,437
    MAGNA INTERNATIONAL INC 26,306 43,546
    MASIMO CORPORATION 9,731 33,377
    MATCH GROUP INC 11,326 18,383
    MCDONALD'S CORP 19,918 22,786
    MERCK & CO INC 20,184 20,233
    METLIFE INC 22,503 23,684
    MICROSOFT CORP 25,805 72,309
    NETFLIX INC 8,861 24,098
    NIKE INC-CL B 12,289 29,167
    NORTHROP GRUMMAN CORP 19,608 20,515
    NOVARTIS AG ADR 20,062 18,894
    NVIDIA CORP 11,556 22,352
    ORION OFFICE REIT ORD SHS 516 467
    PALO ALTO NETWORKS INC 11,960 38,416
    PELOTON INTERACTIVE, INC 5,342 5,650
    PEPSICO INC 19,942 23,798
    PFIZER INC 17,546 26,454
    PPL CORPORATION 20,028 21,613
    PRUDENTIAL FINCL INC 20,295 21,323
    QUALCOMM INC 18,206 52,667
    REALTY INCOME CORP 16,781 17,898
    ROPER INDUSTRIES 31,972 45,251
    SALESFORCE.COM 10,168 16,773
    SHOCKWAVE MEDICAL ORD SHS 4,909 6,242
    SHOPIFY INC 2,984 24,793
    SOUTHERN CO 19,940 22,289
    SPDR S&P MIDCAP 400 EFT TRUST 370,794 530,622
    STARBUCKS CORP COM 20,242 45,852
    STATE STREET CORPORATION 37,441 44,640
    STRYKER CORPORATION 23,146 61,239
    T. ROWE PRICE GROUP 17,762 43,457
    TE CONNECTIVITY LTD 22,682 39,528
    TESLA MOTORS INC 2,743 32,760
    TEXAS INSTRUMENTS INC 20,156 20,166
    THE TRADE DESK INC 5,548 28,317
    TJX COMPANIES INC 13,467 15,564
    UNILEVER PLC AMER 19,847 18,020
    UNION PACIFIC 42,388 50,638
    UNITED PARCEL SERVICE 21,163 43,297
    UNITEDHEALTH GROUP INC 17,831 59,755
    US BANCORP 17,600 17,525
    VANGUARD INFLATION-PROTECTED S 124,943 131,919
    VEEVA SYSTEMS INC 9,613 13,796
    VERIZON COMMUNICATIONS 60,920 60,637
    VISA INC 18,443 34,457
    WAL-MART STORES INC 27,072 43,986
    WALT DISNEY HOLDINGS CO 12,411 13,940
    WASTE MANAGEMENT INC 28,889 42,560
    ZOETIS INC 8,570 17,814
    ZOOM VIDEO COMMUNICATIONS INC 4,921 6,989

    TY 2021 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 14,000     14,000
    Bank Charges 3 3    
    State or Local Filing Fees 250     250


    TY 2021 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 28,260 28,260    


    TY 2021 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 2021 4,200      
    990-PF Extension for 2020 2,640      
    Foreign Tax Paid 249 249