Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

27-0951890
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,809,899J 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 .................
3 Interest on savings and temporary cash investments 3,114 3,114  
4 Dividends and interest from securities... 146,566 146,566  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 373,474
b Gross sales price for all assets on line 6a 1,697,112
7 Capital gain net income (from Part IV, line 2)... 373,474
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........ 523,154 523,154  
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....... 106,696     106,696
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
25,404 25,404    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,799 99    
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
List of Attached Documents:
// Content
18,877 4   18,873
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 209,776 25,507   175,569
25 Contributions, gifts, grants paid....... 352,500 352,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 562,276 25,507   528,069
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -39,122
b Net investment income (if negative, enter -0-) 497,647
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 252,122 242,550 242,550
3 Accounts receivable  
Less: allowance for doubtful accounts   3,394    
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 281,062 Click to see attachment
List of Attached Documents:
// Content
332,949 		332,237
b Investments—corporate stock (attach schedule)....... 2,542,717 Click to see attachment
List of Attached Documents:
// Content
2,638,172 		4,425,536
c Investments—corporate bonds (attach schedule)....... 1,945,745 Click to see attachment
List of Attached Documents:
// Content
1,772,247 		1,809,576
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,025,040 4,985,918 6,809,899
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,025,040 4,985,918
29 Total net assets or fund balances (see instructions)..... 5,025,040 4,985,918
30 Total liabilities and net assets/fund balances (see instructions). 5,025,040 4,985,918
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,025,040
2
Enter amount from Part I, line 27a .....................
2
-39,122
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,985,918
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,985,918
Form 990-PF (2025)
Form 990-PF (2025)
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 1,697,112   1,323,638 373,474
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       373,474
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 2 373,474
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 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 6,917
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 6,917
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,917
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,854
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 6,854
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....... 9 63
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
NY
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 26,125 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Gregory P Wurz Dir, VP
1.0 		0 24,981 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
James J Wurz Dir, Pres
1.0 		0 6,236 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Michael J Wurz Dir, Sec
1.0 		0 45,260 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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
6,434,481
b
Average of monthly cash balances.......................
1b
179,228
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,613,709
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
6,613,709
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
99,206
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,514,503
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
325,725
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
325,725
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,917
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,917
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
318,808
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
318,808
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
318,808
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, line 26, column (d) ..........
1a
528,069
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
528,069
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 318,808
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 124,554
b From 2021...... 192,692
c From 2022...... 174,972
d From 2023...... 200,993
e From 2024...... 206,909
f Total of lines 3a through e ........ 900,120
4Qualifying distributions for 2025 from Part
XI, line 4: $ 528,069
a Applied to 2024, 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 2025 distributable amount..... 318,808
e Remaining amount distributed out of corpus 209,261
5 Excess distributions carryover applied to 2025.    
(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 1,109,381
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		124,554
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		984,827
10 Analysis of line 9:
a Excess from 2021 .... 192,692
b Excess from 2022 .... 174,972
c Excess from 2023 .... 200,993
d Excess from 2024 .... 206,909
e Excess from 2025 .... 209,261
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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
1 SAXON DR
ALFRED,NY14802 		NONE   SCHOLARSHIP GRANT 5,000

AMERICAN HEART ASSOCIATION

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

AMERICAN NATIONAL RED CROSS

33 EVERETT RD
ALBANY,NY12205 		N/A   Oneida County Tornado relief 10,000

C COOK

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

N LINN

BINGHAMTON UNIVERSITY
4400 VESTAL PKWY EAST
BINGHAMTON,NY13902 		NONE   SCHOLARSHIP GRANT 5,000

CATHOLIC CHARITIES OF ONEIDA

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

D MURNANE

CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVE B016 OCONNELL HALL
WASHINGTON,DC20064 		NONE   SCHOLARSHIP GRANT 5,000

CENTER FOR FAMILY LIFE AND RECOVERY INC

502 COURT ST STE 401
UTICA,NY13502 		N/A   General & Unrestricted 5,000

CENTRAL ASSOCIATION FOR THE BLIND INC

507 KENT ST
UTICA,NY13501 		N/A   General & Unrestricted 10,000

CENTRAL NEW YORK CONSERVANCY

1641 GENESEE ST
UTICA,NY13501 		N/A   Green Utica program 2,000

CENTRAL NEW YORK RONALD MCDONALD HOUSE CHARITIES I

1100 E GENESEE ST
SYRACUSE,NY13210 		N/A   General & Unrestricted 5,000

CENTRAL ONEIDA COUNTY VOLUNTEER AMBULANCE CORPS

7489 E S ST
CLINTON,NY13323 		N/A   General & Unrestricted 5,000

CHURCH OF THE ANNUNCIATION

7616 E S ST
CLINTON,NY13323 		N/A   Country Pantry Fund 5,000

COMFORT HOUSE INC

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

COMPASSION COALITION INC

178 INDUSTRIAL PARK DR
FRANKFORT,NY13340 		N/A   to purchase food 5,000

CONVOY OF HOPE

1 CONVOY DR
SPRINGFIELD,MO65802 		N/A   LA wildfire relief effort 15,000

K MULLEN

CORNELL UNIVERSITY
130 E SENECA ST STE 400
ITHACA,NY14850 		NONE   SCHOLARSHIP GRANT 5,000

A TOBIASZ

EMBRY-RIDDLE AERONAUTICAL
1 AEROSPACE BLVD
DAYTONA BEACH,FL32114 		NONE   SCHOLARSHIP GRANT 2,500

FEED OUR VETERANS

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

FOLDS OF HONOR FOUNDATION

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

HELIO HEALTH INC

518 JAMES ST STE 200
SYRACUSE,NY13203 		N/A   Insight House fund 5,000

A WILLIAMS

HERKIMER COUNTY COLLEGE FOUNDATION
100 RESERVOIR RD
HERKIMER,NY13350 		NONE   SCHOLARSHIP GRANT 5,000

HOSPICE & PALLIATIVE CARE INC

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

HOUSE OF THE GOOD SHEPHERD

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

JCTOD OUTREACH INC

PO BOX 160
UTICA,NY13503 		N/A   General & Unrestricted 5,000

KNIGHTS OF COLUMBUS CHARITIES INC

PO BOX 382154
PITTSBURGH,PA15251 		N/A   Council #189 - WILLIAM E BURKE-UTICA 5,000

KUYAHOORA VALLEY FOOD PANTRY INC

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

A DAVIS

LIBERTY UNIVERSITY INC
1971 UNIVERSITY BLVD
LYNCHBURG,VA24515 		NONE   SCHOLARSHIP GRANT 5,000

LOWVILLE FOOD PANTRY

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

MERCY SHIPS

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

E EMENWEIN

MOHAWK VALLEY COMMUNITY COLLEGE
1101 SHERMAN DR
UTICA,NY13501 		NONE   SCHOLARSHIP GRANT 5,000

D ZINICOLA

MOHAWK VALLEY COMMUNITY COLLEGE
1101 SHERMAN DR
UTICA,NY13501 		NONE   SCHOLARSHIP GRANT 2,500

M TRINKAUS

MOUNT SAINT MARY COLLEGE
330 POWELL AVE
NEWBURGH,NY12550 		NONE   SCHOLARSHIP GRANT 5,000

NEW HARTFORD FIREMENS BENEVOLENT ASSOCIATION INC

PO BOX 328
NEW HARTFORD,NY13413 		N/A   General & Unrestricted 5,000

NEW YORK MILLS VOLUNTEER FIRE COMPANY INC

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

B CIRASUOLO

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

ORISKANY INDEPENDANT FIRE AND HOSE COMPANY INC

PO BOX 217
ORISKANY,NY13424 		N/A   General & Unrestricted 5,000

OUR LADY OF LOURDES CATHOLIC CHURCH

2 BARTON AVE
UTICA,NY13502 		N/A   General & Unrestricted 5,000

PATHFINDER VILLAGE INC

3 CHENANGO RD
EDMESTON,NY13335 		N/A   General & Unrestricted 10,000

POVERELLO CENTER INC

2056 N DIXIE HWY
WILTON MANORS,FL33305 		N/A   FOR Emergency food purchases 5,000

J SUBER

RENSSELAER POLYTECHNIC INSTITUTE
PO BOX 3164
BOSTON,MA02241 		NONE   SCHOLARSHIP GRANT 2,500

RESOURCE CENTER FOR INDEPENDENT LIVING INC

PO BOX 210
UTICA,NY13503 		N/A   General & Unrestricted 10,000

I ROMANO

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

A CAPUANA

SIENA UNIVERSITY
515 LOUDON RD
LOUDONVILLE,NY12211 		NONE   SCHOLARSHIP GRANT 2,500

A RIZZO

ST ELIZABETH COMMUNITY HEALTH SUPPO
111 HOSPITAL DR
UTICA,NY13502 		NONE   SCHOLARSHIP GRANT 2,500

J TREVISANI

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

ST JOHN THE EVANGELIST CHURCH

66 OXFORD RD
NEW HARTFORD,NY13413 		N/A   Angels Among Us Program 5,000

ST PATRICK'S SCHOOL

354 ELIZABETH ST
ONEIDA,NY13421 		N/A   General & Unrestricted 5,000

ST PAULS CHURCH

16 PARK AVE
WHITESBORO,NY13492 		N/A   General & Unrestricted 5,000

A DEPERNO

SUNY BROCKPORT
350 NEW CAMPUS DR
BROCKPORT,NY14420 		NONE   Scholarship Grant 5,000

L BAKER

SUNY GENESEO
1 COLLEGE CIR
GENESEO,NY14454 		NONE   Scholarship Grant 5,000

A RIZZO

SUNY POLYTECHNIC INSTITUTE AUXILIAR
100 SEYMOUR RD
UTICA,NY13502 		NONE   SCHOLARSHIP GRANT 2,500

E REID

SUNY POLYTECHNIC INSTITUTE AUXILIAR
100 SEYMOUR RD
UTICA,NY13502 		NONE   SCHOLARSHIP GRANT 2,500

THE COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY

241 EARL GARRETT ST
KERRVILLE,TX78028 		N/A   Kerr County Flood Relief Fund 10,000

THE SALVATION ARMY

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

THE UTICA CENTER FOR DEVELOPMENT

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

THREE-G VOLUNTEER FIRE COMPANY INC

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

B SINARDO

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

J ROBINSON

UNIVERSITY OF ILLINOIS
620 EAST JOHN ST
CHAMPAIGN,IL61820 		NONE   Scholarship Grant 2,500

L HINMAN

UTICA UNIVERSITY
1600 BURRSTONE RD
UTICA,NY13502 		NONE   SCHOLARSHIP GRANT 2,500

G STUHLMAN

UTICA UNIVERSITY
1600 BURRSTONE RD
UTICA,NY13502 		NONE   SCHOLARSHIP GRANT 2,500

K SMITH

UTICA UNIVERSITY
1600 BURRSTONE RD
UTICA,NY13502 		NONE   SCHOLARSHIP GRANT 2,500

UTICA ZOOLOGICAL SOCIETY

99 STEELE HILL RD
UTICA,NY13501 		N/A   General & Unrestricted 3,000

WATERVILLE FOOD PANTRY

PO BOX 22
WATERVILLE,NY13480 		N/A   General & Unrestricted 5,000

WHITESBORO FIRE DEPARTMENT INC

171 ORISKANY BLVD
WHITESBORO,NY13492 		N/A   General & Unrestricted 5,000

Y W C A OF THE MOHAWK VALLEY

7 RUTGER PARK
UTICA,NY13501 		N/A   General & Unrestricted 5,000

YOUNG MENS CHRISTIAN ASSOC & WOMENS COMMUNITY CENT

301 W BLOOMFIELD ST
ROME,NY13440 		N/A   General & Unrestricted 5,000
Total ................................. 3a 352,500
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 3,114  
4 Dividends and interest from securities ....     14 146,566  
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 ............ 		    18 373,474  
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) ..   523,154  
13Total. Add line 12, columns (b), (d), and (e)..................
13
523,154
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
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 2025 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 2025 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 CO - 5.700% - 03/15/2037 21,301 21,176
ABBVIE INC - 4.550% - 03/15/20 24,264 24,612
ALBEMARLE CORP NOTE - 4.650% - 23,898 25,160
ALEXANDRIA REAL ESTATE - 4.900 19,956 20,283
AMERIAN TOWER COPR - 5.450% - 20,302 20,813
AMGEN INC - 2.600% - 08/19/202 31,084 29,769
APPLE INC NOTE CALL - 3.350% - 20,260 19,938
AT&T INC - 2.300% - 06/01/2027 21,185 19,545
AUTOZONE INC - 5.400% - 07/15/ 20,169 20,726
BAXTER INTL - 2.600% - 08/15/2 35,992 34,651
BECTON DICKINSON & CO - 5.110% 24,690 25,528
BOEING CO - 5.150% - 05/01/203 24,819 25,713
BORGWARNER INC - 5.400% - 08/1 25,116 25,841
BROADCOM INC - 5.150% - 11/15/ 26,065 25,975
CAMPBELL SOUP CO - 5.400% - 03 25,028 25,497
CHURCH & DWIGHT C - 5.600% - 1 26,140 26,548
CONAGRA BRANDS INC SR NOTE - 4 14,660 15,182
CONSTELLATION BRANDS, INC - 4. 20,210 20,291
DIGITAL RLTY TR LP - 5.550% - 30,313 30,823
DOMINION RESOURCES - 5.250% - 25,212 25,668
DUKE ENERGY CORP - 4.500% - 08 24,178 24,955
EBAY INC - 5.950% - 11/22/2027 20,990 20,701
ELEVANCE HEALTH - 5.500% - 10/ 25,551 26,352
GALLAGHER ARTHUR - 5.450% - 07 24,945 25,959
GENERAL MILLS INC - 5.250% - 0 25,166 25,562
HONEYWELL INTERNATIONAL - 5.70 26,728 26,554
HUMANA INC - 5.750% - 03/01/20 25,434 25,782
INTEL CORP NOTE - 5.000% - 02/ 24,891 25,583
INTERNATIONAL PAPER CO - 5.000 20,608 19,884
KELLANOVA - 5.250% - 03/01/203 25,173 25,954
KEYSIGHT TECHNOLOGIES INC - 4. 24,631 25,228
KIMBERLY CLARK CORP NOTE - 2.7 25,237 24,959
KRAFT HEINZ FOODS - 3.000% - 0 19,426 19,913
L3HARRIS TECH - 5.250% - 06/01 25,555 26,030
LEIDOS INC - 5.750% - 03/15/20 20,292 21,222
LOWES COS INC NOTE - 5.000% - 25,174 25,635
MASCO CORP NOTE - 6.500% - 08/ 40,698 43,761
MCCORMICK & CO INC - 4.950% - 25,044 25,441
MCDONALDS CORP - 4.700% - 12/0 20,245 19,906
MCKESSON CORP NOTE - 4.750% - 24,809 25,391
MIDAMERICAN ENERGY CO NTS - 6. 31,992 32,595
MOHAWK INDS INC - 5.850% - 09/ 24,761 26,010
NORFOLK - 5.050% - 08/01/2030 29,325 31,133
NORTHROP GRUMMAN CORP - 4.400% 23,018 25,211
ORACLE CORP - 6.150% - 11/09/2 30,848 31,343
PACKAGING CORP - 5.700% - 12/0 25,622 26,427
PAYPAL HOLDING INC - 5.150% - 24,969 25,682
PROLOGIS PL - 5.000% - 01/31/2 35,923 35,493
QUEST DIAGNOSTICS INC - 5.000% 24,813 25,333
ROPER TECH - 4.750% - 02/15/20 24,833 25,309
RTX CORP - 5.400% - 05/01/2035 25,849 26,328
RTX CORP NOTE - 6.000% - 03/15 26,161 26,950
RTX CORPORATION - 6.050% - 06/ 26,337 27,274
SMUCKER JM CO - 4.250% - 03/15 19,319 18,867
SOUTHERN CO SER - 5.700% - 10/ 23,979 26,519
STARBUCKS CORP NOTE - 4.900% - 24,861 25,725
SYSCO CORP - 5.375% - 09/21/20 25,374 25,848
TEXTRON INC - 6.100% - 11/15/2 20,946 21,563
THERMO FISHER SC - 4.950% - 11 25,397 25,870
TRACTOR SUPPLY CO - 5.250% - 0 25,079 25,889
TYSON FOODS INC - 4.350% - 03/ 28,701 30,093
UNION PACIFIC CO - 4.375% - 09 18,881 19,083
UNITED HEALTH GROUP - 4.900% - 24,870 25,693
UNITED PARCEL SERVICS - 5.150% 25,255 26,007
UNITEDHEALTH GROUP INC FXD RT 25,124 24,959
VENTAS RLTY LTD - 4.750% - 11/ 24,120 25,360
VERISK ANALYTICS - 5.750% - 04 25,764 26,489
VERIZON COMMUNICATIONS INC - 5 20,169 20,177
WASTE MANAGEMENT INC DEL - 4.8 25,012 25,594
WHIRLPOOL CORP NOTE - 4.750% - 23,316 24,706
WYETH - 6.000% - 02/15/2036 15,881 16,256
ZOETIS INC - 5.600% - 11/16/20 20,309 21,279

TY 2025 InvestmentsCorpStockSchedule
Name:
The James H Wurz Jr and Edward T Wurz Sr
 
Foundation
EIN:
27-0951890
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 34,539 53,123
ABBVIE INC 17,841 57,579
ACCENTURE PLC 18,570 40,513
AIR PRODS & CHEM INC 15,174 25,690
ALLIANT CORP 15,615 17,878
ALPHABET INC CL A 30,543 92,961
AMAZON COM 9,110 35,546
AMERIPRISE FINANCIAL INC 11,797 51,486
AMGEN INC 21,282 22,584
APPLE INC 24,405 159,310
APPLIED MATERIALS INC 29,209 58,337
ARM HOLDING PLS SPON ADS 9,196 7,870
AUTOMATIC DATA PROCESSING INC 28,348 62,764
AXON ENTERPRISE 2,718 34,076
BANK NEW YORK MELLON CORP COM 12,699 29,719
BLACKROCK INC 17,906 20,336
BROADCOM INC 2,399 32,187
CARDINAL HEALTH INC 9,370 21,783
CATERPILLAR INC 17,369 42,965
CHARLES SCHWAB CORP 6,089 11,789
CHEVRON CORP 5,929 8,383
CINTAS CRP 33,612 31,784
CME GROUP, INC 14,363 17,750
COSTCO WHOLESALE CORPORATION 8,315 7,761
CROWDSTRIKE HOLDINGS, INC 9,982 14,063
CUMMINS INC 15,666 30,117
DOMINION ENERGY INC 18,800 20,272
ELI LILLY & CO 30,984 47,286
FAIR ISSAC & CO INC 9,758 11,834
GALLAGHER ARTHUR J & CO 30,482 30,020
GE VERNOVA 17,042 32,679
GOLDMAN SACHS GROUP 13,428 29,886
HOME DEPOT INC 14,513 37,507
ILLINOIS TOOL WORKS 13,673 30,295
INNOVATOR S&P 500 POWER BUFFER 386,293 427,176
INTERCONTINENTAL EXCHANGE, INC 30,104 30,772
INTERNATIONAL BUSINESS MACHINE 10,050 17,773
INVESCO QQQ TRUST 102,086 266,611
INVESCO S&P 500 EQUAL WEIGHT E 66,160 91,374
ISHARES EDGE MSCI INTL QUALITY 223,188 248,930
ISHARES TRUST RUSSELL 1000 GRO 168,003 431,175
JP MORGAN CHASE 17,242 65,411
KIMBERLY CLARK CORP 10,097 8,374
KLA TENCOR CORP 4,752 17,011
LOWES COMPANIES INC 6,846 7,958
MASTERCARD INC 39,259 44,529
MCDONALD'S CORP 10,779 14,059
MERCADOLIBRE, INC 22,606 24,171
MERCK & CO INC 9,557 13,158
META PLATFORMS INC 30,961 44,886
METLIFE INC 14,606 19,419
MICROSOFT CORP 27,200 75,445
MOODYS CORP 16,777 18,901
MSCI INC 29,986 34,424
NETFLIX INC 16,834 15,939
NORTHROP GRUMMAN CORP 14,058 21,668
NOVARTIS AG ADR 13,644 21,370
NVIDIA CORP 5,754 31,705
ORACLE CORP 16,763 23,779
OTIS WORLDWIDE CORP 8,086 8,211
PALANTIR TECHNOLOGIES INC 6,844 14,931
PALO ALTO NETWORKS INC 6,134 34,077
PFIZER INC 24,545 20,493
PPL CORPORATION 21,110 21,397
PRUDENTIAL FINCL INC 12,775 13,997
PUBLIC STORAGE INC 11,525 10,121
QUALCOMM INC 17,536 27,026
QUANTA SVCS INC 19,460 31,232
RAYTHEON TECHNOLOGIES CORP 25,912 53,186
RESMED INC 13,192 15,416
ROCKWELL AUTOMATION INC 18,677 28,402
ROPER INDUSTRIES 22,144 27,153
SALESFORCE.COM 8,477 11,656
SHOPIFY INC 10,255 16,741
SOUTHERN CO 13,314 18,922
SPDR GOLD SHARES 79,712 113,345
SPDR S&P MIDCAP 400 EFT TRUST 253,184 413,849
STRYKER CORPORATION 15,340 45,340
TEXAS INSTRUMENTS INC 12,621 11,624
THE BLACKSTONE GROUP INC CL A 43,600 38,227
TJX COMPANIES INC 23,099 29,340
UBER 9,445 10,132
VENTAS INC 17,249 21,280
VERIZON COMMUNICATIONS 25,144 19,306
VISA INC 13,083 34,019
WAL-MART STORES INC 20,830 54,034
WASTE MANAGEMENT INC 14,501 28,123
XYLEM INC 6,047 9,805

TY 2025 InvestmentsGovtObligationsSch
Name:
The James H Wurz Jr and Edward T Wurz Sr
 
Foundation
EIN:
27-0951890
US Government Securities - End of Year Book Value:

332,949
US Government Securities - End of Year Fair Market Value:

332,237
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 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 18,623     18,623
Bank Charges 4 4    
State or Local Filing Fees 250     250


TY 2025 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 25,404 25,404    


TY 2025 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 2025 6,700      
990-PF Extension for 2024 2,000      
Foreign Tax Paid 99 99