Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,302,390J 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 right arrow.............
3 Interest on savings and temporary cash investments 2,868 2,868  
4 Dividends and interest from securities... 121,167 121,167  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 157,314
b Gross sales price for all assets on line 6a 1,879,693
7 Capital gain net income (from Part IV, line 2)... 157,314
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)....... Click to see attachment
List of Attached Documents:
// Content
3,997    
12 Total. Add lines 1 through 11........ 285,346 281,349  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,000     50,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 102,948     102,948
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,320 23,320    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,230 530    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 162     162
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,878 3   14,875
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 193,538 23,853   167,985
25 Contributions, gifts, grants paid....... 328,616 328,616
26 Total expenses and disbursements. Add lines 24 and 25 522,154 23,853   496,601
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -236,808
b Net investment income (if negative, enter -0-) 257,496
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 203,514 235,397 235,397
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment
List of Attached Documents:
// Content
167,918 		166,118
b Investments—corporate stock (attach schedule)....... 3,441,498 Click to see attachment
List of Attached Documents:
// Content
3,098,611 		4,379,302
c Investments—corporate bonds (attach schedule)....... 1,652,794 Click to see attachment
List of Attached Documents:
// Content
1,559,072 		1,521,573
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,297,806 5,060,998 6,302,390
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 5,297,806 5,060,998
29 Total net assets or fund balances (see instructions)..... 5,297,806 5,060,998
30 Total liabilities and net assets/fund balances (see instructions). 5,297,806 5,060,998
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
5,297,806
2
Enter amount from Part I, line 27a .....................
2
-236,808
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,060,998
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,060,998
Form 990-PF (2023)
Form 990-PF (2023)
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 1,879,693   1,722,379 157,314
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       157,314
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 2 157,314
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
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 right arrow 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) 1 3,579
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 3,579
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 3,579
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,821
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,821 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNY
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 		50,000 27,262 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Gregory P Wurz Dir, VP
1.0 		0 13,631 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
James J Wurz Dir, Pres
1.0 		0 18,993 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Michael J Wurz Dir, Sec
1.0 		0 38,930 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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow  
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
5,915,968
b
Average of monthly cash balances.......................
1b
158,893
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,074,861
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
6,074,861
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
91,123
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,983,738
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
299,187
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
299,187
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,579
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,579
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
295,608
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
295,608
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
295,608
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
496,601
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
496,601
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 295,608
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 180,469
c From 2020...... 124,554
d From 2021...... 192,692
e From 2022...... 174,972
f Total of lines 3a through e ........ 672,687
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 496,601
a Applied to 2022, 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 2023 distributable amount..... 295,608
e Remaining amount distributed out of corpus 200,993
5 Excess distributions carryover applied to 2023.    
(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 5 873,680
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		873,680
10 Analysis of line 9:
a Excess from 2019.... 180,469
b Excess from 2020.... 124,554
c Excess from 2021.... 192,692
d Excess from 2022.... 174,972
e Excess from 2023.... 200,993
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

N Collins

ALFRED UNIVERSITY
ONE SAXON DR
ALFRED,NY14802 		NONE I Scholarship Grant 2,500

AMERICAN HEART ASSOCIATION

120 LOMOND COURT
UTICA,NY13502 		N/A PC General & Unrestricted 5,000

AMERICAN NATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC20006 		N/A PC U.S. storm disaster relief fund 12,500

ANITAS STEVENS-SWAN HUMANE SOCIETY

5664 HORATIO ST
UTICA,NY13502 		N/A PC General & Unrestricted 2,500

C Cook

AUSTIN COLLEGE
900 N GRAND AVE STE 6G
SHERMAN,TX75090 		NONE I SCHOLARSHIP GRANT 5,000

N Linn

BINGHAMTON UNIVERSITY
4400 VESTAL PKWY EAST
BINGHAMTON,NY13902 		NONE I SCHOLARSHIP GRANT 2,500

D Ford

CALIFORNIA STATE UNIVERSITY
18111 NORDHOFF ST
NORTHRIDGE,CA91330 		NONE I SCHOLARSHIP GRANT 7,000

CATHOLIC CHARITIES OF ONEIDA

1408 GENESEE ST
UTICA,NY13502 		N/A PC General & Unrestricted 10,000

D T Murnane

CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVE B016 OCONNELL HALL
WASHINGTON,DC20064 		NONE I SCHOLARSHIP GRANT 2,500

CENTER FOR DISASTER PHILANTHROPY INC

1 THOMAS CIR NW STE 700
WASHINGTON,DC20005 		N/A PC Mississippi tornado fund 12,500

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

COMFORT HOUSE INC

1203 KEMBLE ST
UTICA,NY13501 		N/A PC General & Unrestricted 5,000

COMPASSION COALITION INC

509 LAFAYETTE ST
UTICA,NY13502 		N/A PC General & Unrestricted 5,000

J Birt

CORNELL UNIVERSITY
130 E SENECA ST STE 400
ITHACA,NY14850 		NONE I SCHOLARSHIP GRANT 2,500

FEED OUR VETERANS

502 BROAD ST
UTICA,NY13502 		N/A PC to purchase food 5,000

FOLDS OF HONOR FOUNDATION

PO BOX 3522
EDMOND,OK73083 		N/A PC General & Unrestricted 7,500

HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC

3760 FOWLER ST
FORT MYERS,FL33901 		N/A PC March to a Million Meals Program 5,000

HELIO HEALTH INC

555 E GENESEE ST
SYRACUSE,NY13202 		N/A PC Insight House Programs 10,000

HOSPICE & PALLIATIVE CARE INC

4277 MIDDLE SETTLEMENT RD
NEW HARTFORD,NY13413 		N/A PC General & Unrestricted 5,000

HOUSE OF THE GOOD SHEPHERD

1550 CHAMPLIN AVE
UTICA,NY13502 		N/A PC General & Unrestricted 10,000

JCTOD OUTREACH INC

26 JOHNSON PARK
UTICA,NY13501 		N/A PC General & Unrestricted 5,000

KNIGHTS OF COLUMBUS CHARITIES INC

ONE COLUMBUS PLZ
NEW HAVEN,CT06510 		N/A PC General & Unrestricted 5,000

KUYAHOORA VALLEY FOOD PANTRY INC

PO BOX 303
NEWPORT,NY13416 		N/A PC General & Unrestricted 5,000

LEWIS COUNTY AGRICULTURAL SOCIETY

PO BOX 51
LOWVILLE,NY13367 		N/A PC General & Unrestricted 2,500

A G Davis

LIBERTY UNIVERSITY INC
1971 UNIVERSITY BLVD
LYNCHBURG,VA24515 		NONE I SCHOLARSHIP GRANT 2,500

LOWVILLE FOOD PANTRY

5502 TRINITY AVE
LOWVILLE,NY13367 		N/A PC General & Unrestricted 5,000

MERCY SHIPS

PO BOX 1930
LINDALE,TX75771 		N/A PC General & Unrestricted 10,000

NEW YORK MILLS VOLUNTEER FIRE COMPANY INC

PO BOX 165
NEW YORK MLS,NY13417 		N/A PC General & Unrestricted 5,000

B Cirasuolo

NEW YORK UNIVERSITY
547 LAGUARDIA PL
NEW YORK,NY10012 		NONE I SCHOLARSHIP GRANT 2,500

I Cirasuolo

NEW YORK UNIVERSITY
547 LAGUARDIA PL
NEW YORK,NY10012 		NONE I SCHOLARSHIP GRANT 2,500

NOTRE DAME JRSR HIGH SCHOOL

2 NOTRE DAME LN
UTICA,NY13502 		N/A PC General & Unrestricted 1,950

K Combs

OREGON STATE UNIVERSITY
PO BOX 1086
CORVALLIS,OR97339 		NONE I SCHOLARSHIP GRANT 2,333

K Combs

OREGON STATE UNIVERSITY
PO BOX 1086
CORVALLIS,OR97339 		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

J Suber

RENSSELAER POLYTECHNIC INSTITUTE
110 8TH ST
TROY,NY12180 		NONE I SCHOLARSHIP GRANT 5,000

RESOURCE CENTER FOR INDEPENDENT LIVING INC

131 GENESEE ST
UTICA,NY13501 		N/A PC General & Unrestricted 10,000

I Romano

SIENA COLLEGE
515 LOUDON RD
LOUDONVILLE,NY12211 		NONE I SCHOLARSHIP GRANT 5,000

J Trevisani

ST JOHN FISHER UNIVERSITY
3690 E AVE
ROCHESTER,NY14618 		NONE I SCHOLARSHIP GRANT 5,000

ST JOHN THE EVANGELIST CHURCH

66 OXFORD RD
NEW HARTFORD,NY13413 		N/A PC Angels Among Us Program 10,000

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

THE HEALING CONNECTION INC

1320 UNIVERSITY AVE
ROCHESTER,NY14607 		N/A PC General & Unrestricted 5,000

THE SALVATION ARMY

200 TWIN OAKS DR
SYRACUSE,NY13206 		N/A PC General & Unrestricted 5,000

THE UTICA CENTER FOR DEVELOPMENT

726 WASHINGTON ST
UTICA,NY13502 		N/A PC General & Unrestricted 5,000

THREE-G VOLUNTEER FIRE COMPANY INC

PO BOX 112
GLENFIELD,NY13343 		N/A PC General & Unrestricted 5,000

B Sinardo

TRUSTEES OF HAMILTON COLLEGE
198 COLLEGE HILL RD
CLINTON,NY13323 		NONE I SCHOLARSHIP GRANT 5,000

J Robinson

UNIVERSITY OF ILLINOIS
620 EAST JOHN ST
CHAMPAIGN,IL61820 		NONE I Scholarship Grant 5,000

S Defabio

UTICA UNIVERSITY
1600 BURRSTONE RD
UTICA,NY13502 		NONE I Scholarship Grant 7,500

L Hinman

UTICA UNIVERSITY
1600 BURRSTONE RD
UTICA,NY13502 		NONE I Scholarship Grant 2,500

G Stuhlman

UTICA UNIVERSITY
1600 BURRSTONE RD
UTICA,NY13502 		NONE I Scholarship Grant 5,000

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

WHITESBORO FIRE DEPARTMENT INC

171 ORISKANY BLVD
WHITESBORO,NY13492 		N/A PC 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 .................................right arrow 3a 328,616
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 2,868  
4 Dividends and interest from securities ....     14 121,167  
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 ............ 		    18 157,314  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFederal Tax Refund 		    01 3,997  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   285,346  
13Total. Add line 12, columns (b), (d), and (e)..................
13
285,346
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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 2023 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 2023 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 24,105
ABBOTT LABS - 2.950% - 03/15/2 31,113 29,385
ALBEMARLE CORP NOTE - 4.650% - 23,898 24,563
ALEXANDRIA REAL ESTATE - 4.900 19,956 20,057
AMGEN INC - 2.600% - 08/19/202 31,085 28,517
AMPHENOL CORP NEW NOTE CALL - 31,141 29,814
APPLE INC NOTE CALL - 3.350% - 20,260 19,491
ARROW ELECTRS INC - 4.000% - 0 14,856 14,714
AT&T INC - 2.300% - 06/01/2027 21,185 18,581
BANK OF AMERICA - 3.950% - 04/ 29,481 29,502
BAXTER INTL - 2.600% - 08/15/2 35,993 33,003
BOEING CO - 0.026% - 10/30/202 25,806 23,915
BOEING CO - 5.150% - 05/01/203 24,819 25,483
BOOKING HOLDINGS INC - 3.650% 25,244 24,610
BRANDYWINE OPER PARTNERSHIP - 29,971 29,373
BROOKFIELD ASSET MGMT - 4.000% 14,874 14,766
CONAGRA BRANDS INC SR NOTE - 4 14,660 14,988
CONSTELLATION BRANDS, INC - 4. 20,210 20,047
DEVON ENERGY CORP NEW NOTE - 5 32,683 30,331
DIGITAL RLTY TR LP - 5.550% - 30,313 30,545
DOMINION ENERGY INC - 3.071% - 20,787 19,668
DOVER CORP - 3.150% - 11/15/20 31,087 29,014
EBAY INC - 5.950% - 11/22/2027 20,990 20,892
ESTEE LAUDER COS INCNOTE CALL 26,707 24,284
EXPRESS SCRIPTS HLDG NOTE - 3. 24,131 24,713
HONEYWELL INTL INC - 2.300% - 26,775 24,553
HUMANA INC - 3.850% - 10/01/20 14,980 14,810
HUMANA INC - 5.750% - 03/01/20 25,434 25,998
JPMORGAN CHASE & CO FR - 3.875 19,795 19,776
KEYSIGHT TECHNOLOGIES INC - 4. 26,263 24,754
KIMBERLY CLARK CORP NOTE - 2.7 25,237 24,169
KRAFT HEINZ FOODS - 3.000% - 0 19,426 19,223
L-3 COMMUNICATIONS SR GLBL NOT 19,589 19,851
LABORATORY CORP AMERHLDGS - 3. 21,689 19,689
LEIDOS INC - 5.750% - 03/15/20 20,292 20,799
MASCO CORP NOTE - 6.500% - 08/ 40,698 43,031
MCCORMICK &CO INC - 3.250% - 1 26,519 24,149
MCKESSON CORP NOTE - 4.750% - 24,809 25,025
MERCK & CO INC - 2.750% - 02/1 20,675 19,558
MOHAWK INDS INC - 5.850% - 09/ 24,761 25,942
MONSANTO CO - 3.375% - 07/15/2 39,310 39,298
NORFOLK - 5.050% - 08/01/2030 29,325 30,780
NORTHROP GRUMMAN CORP - 4.400% 23,018 24,899
ORACLE CORP - 6.150% - 11/09/2 30,849 32,315
ORACLE CORP NOTE - 2.950% - 11 32,216 29,329
OTIS WORLDWIDE SER B - 2.056% 26,420 24,035
PARKER-HANNIFIN - 3.300% - 11/ 54,161 49,068
RAYTHEON TECHNOLOGIES CORP - 3 32,780 29,389
RTX CORP NOTE - 6.000% - 03/15 26,161 26,669
SOUTHERN CO SER - 5.700% - 10/ 23,979 26,293
TEXTRON INC - 6.100% - 11/15/2 20,946 21,364
TIMKEN CO NOTE - 3.875% - 09/0 25,985 24,646
TYSON FOODS INC - 4.350% - 03/ 28,701 29,170
UNITED PARCEL SERVICES INC NOT 37,288 34,263
UNITEDHEALTH GROUP INC FXD RT 25,124 24,279
VENTAS RLTY LTD - 4.750% - 11/ 24,120 24,310
VERISIGN INC NOTE - 5.250% - 0 15,180 15,004
VERISK ANALYTICS INC - 4.000% 15,381 14,736
WALGREENS BOOTS ALLIANCE - 3.8 19,671 19,641
WHIRLPOOL CORP NOTE - 4.750% - 23,316 24,923
ZOETIS INC - 5.600% - 11/16/19 20,309 21,474

TY 2023 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
AAON, INC 7,613 9,234
ABBOTT LABS 37,497 55,365
ABBVIE INC 23,991 53,000
ACCENTURE PLC 22,074 65,971
AIR PRODS & CHEM INC 21,429 41,618
ALIGN TECHNOLOGY, INC 7,200 9,864
ALLIANT CORP 19,362 17,493
ALPHABET INC CL A 14,909 39,532
AMAZON COM 10,566 34,946
AMERIPRISE FINANCIAL INC 18,191 58,874
AMGEN INC 7,507 8,353
APPLE INC 33,220 163,843
APPLIED MATERIALS INC 39,258 50,890
AUTOMATIC DATA PROCESSING INC 33,604 71,289
AXON ENTERPRISE 6,451 37,975
BANK NEW YORK MELLON CORP COM 20,040 21,028
BECTON DICKINSON & CO 28,983 40,720
BROADCOM INC 4,644 20,093
CARDINAL HEALTH INC 12,817 14,616
CATERPILLAR INC 27,558 35,185
CENTENE CORP 9,901 14,471
CHARLES SCHWAB CORP 10,010 13,347
CHEVRON CORP 14,339 19,838
CHURCH & DWIGHT 16,445 31,867
CISCO SYSTEMS INC 19,215 18,389
COMMUNICATION SVCS SLCT SCTR S 40,805 49,772
CONSTELLATION BRANDS INC 9,805 9,912
CROWDSTRIKE HOLDINGS, INC 11,052 15,064
CVS CAREMARK CORP 12,062 13,028
DEERE CO 12,885 12,396
DOW INC 12,139 10,529
EOG RESOURCES INC 11,356 10,765
FEDEX CORPORATION 9,598 15,178
GENERAL MILLS INC 10,845 11,921
GOLDMAN SACHS GROUP 19,747 19,289
HALLIBURTON COMPANY 38,940 41,247
HOME DEPOT INC 17,027 45,398
HUMANA INC 39,845 38,914
ILLINOIS TOOL WORKS 15,630 37,457
INNOVATOR US EQUITY POWER BUFF 290,720 332,465
INT'L FLAVORS & FRAGRANCES INC 19,317 12,146
INVESCO QQQ TRUST 116,291 214,998
INVESCO S&P 500 EQUAL WEIGHT E 66,160 75,271
ISHARES CORE MSCI EMERGING MAR 108,768 83,154
ISHARES MSCI USA QUALITY FACTO 211,893 233,805
ISHARES TRUST RUSSELL 1000 GRO 207,749 360,165
JOHNSON & JOHNSON 22,324 22,727
JP MORGAN CHASE 20,043 42,185
JPMORGAN INCOME FUND CL I 118,295 103,699
KIMBERLY CLARK CORP 14,476 14,460
KLA TENCOR CORP 12,899 22,089
LOWES COMPANIES INC 8,506 9,125
MAGNA INTERNATIONAL INC 21,417 25,877
MCDONALD'S CORP 12,185 15,419
MEDTRONIC PLC 16,072 13,510
MERCK & CO INC 11,315 16,135
METLIFE INC 16,566 18,450
MICROSOFT CORP 34,131 79,720
MONSTER BEVERAGE CORP 10,944 13,366
NEXTERA ENERGY, INC 12,918 11,237
NIKE INC-CL B 12,289 19,000
NORFOLK SOUTHERN CORP 10,598 12,292
NORTHROP GRUMMAN CORP 15,908 20,130
NOVARTIS AG ADR 14,612 16,761
NUTRIEN LTD 8,689 8,787
NVIDIA CORP 5,585 19,809
PALO ALTO NETWORKS INC 10,372 50,719
PEPSICO INC 12,519 14,606
PFIZER INC 17,546 12,898
PRUDENTIAL FINCL INC 17,720 17,838
QUALCOMM INC 29,674 50,621
REALTY INCOME CORP 16,781 14,355
ROPER INDUSTRIES 27,534 42,523
SALESFORCE.COM 7,038 11,315
SELECT SECTOR SPDR ENERGY FUND 49,543 51,394
SHOCKWAVE MEDICAL ORD SHS 15,568 16,769
SHOPIFY INC 9,942 16,203
SOUTHERN CO 15,339 17,530
SPDR S&P MIDCAP 400 EFT TRUST 292,736 405,903
STATE STREET CORPORATION 42,198 41,286
STRYKER CORPORATION 19,736 53,004
TE CONNECTIVITY LTD 12,860 14,050
TESLA MOTORS INC 7,452 7,703
TEXAS INSTRUMENTS INC 20,156 18,239
THE TRADE DESK INC 14,017 17,126
UNION PACIFIC 27,626 32,176
UNITED PARCEL SERVICE 21,163 31,760
UNITEDHEALTH GROUP INC 16,338 54,753
US BANCORP 18,313 16,057
VANGUARD INFLATION-PROTECTED S 78,978 70,401
VANGUARD VALUE ETF 31,076 34,983
VERIZON COMMUNICATIONS 22,226 14,892
VISA INC 18,443 41,396
WAL-MART STORES INC 30,941 42,881
WASTE MANAGEMENT INC 26,057 41,193
XYLEM INC 10,919 14,867
ZOETIS INC 8,570 14,408

TY 2023 InvestmentsGovtObligationsSch
Name:
The James H Wurz Jr and Edward T Wurz Sr
 
Foundation
EIN:
27-0951890
US Government Securities - End of Year Book Value:

167,918
US Government Securities - End of Year Fair Market Value:

166,118
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 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 14,625     14,625
Bank Charges 3 3    
State or Local Filing Fees 250     250


TY 2023 OtherIncomeSchedule2
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
Federal Tax Refund 3,997    


TY 2023 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 23,320 23,320    


TY 2023 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 2023 1,700      
Foreign Tax Paid 530 530