Nonprofit · EIN 27-0951890
JAMES H WURZ JR AND EDWARD T WURZ SR FOUNDATION
Tax-exempt · FAIRFIELD, CT 06824
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $523,154 | $562,276 | -$39,122 | $4,985,918 | $0 | $4,985,918 |
| December 31, 2024 | 990-PF | $511,975 | $548,413 | -$36,438 | $5,025,040 | $0 | $5,025,040 |
| December 31, 2023 | 990-PF | $285,346 | $522,154 | -$236,808 | $5,060,998 | $0 | $5,060,998 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $146,566
- Interest
- $3,114
- Net gain from sales of assets
- $373,474
Expenses
- Grants and similar amounts paid
- $352,500
- Compensation of officers, directors and key employees
- $50,000
- Disbursements for charitable purposes
- $528,069
- Excise tax on investment income
- $6,917
Balance sheet and other
- Total assets, start of year
- $5,025,040
- Total assets, end of year
- $4,985,918
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,985,918
- Fair market value of assets
- $6,809,899
- Qualifying distributions
- $528,069
- Net investment income
- $523,154
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Donald Stevenson Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Treas | 20 | $50,000 | $26,125 |
| Gregory P Wurz Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, VP | 1 | $0 | $24,981 |
| James J Wurz Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Pres | 1 | $0 | $6,236 |
| Michael J Wurz Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Sec | 1 | $0 | $45,260 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Donald Stevenson Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Treas | 20 | $50,000 | $29,885 |
| Gregory P Wurz Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, VP | 1 | $0 | $14,924 |
| James J Wurz Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Pres | 1 | $0 | $20,303 |
| Michael J Wurz Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Sec | 1 | $0 | $42,618 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Donald Stevenson Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Treas | 20 | $50,000 | $27,262 |
| Gregory P Wurz Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, VP | 1 | $0 | $13,631 |
| James J Wurz Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Pres | 1 | $0 | $18,993 |
| Michael J Wurz Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Sec | 1 | $0 | $38,930 |
Address and contacts
- Address (IRS master file)
- 55 WALLS DRIVE, FAIRFIELD, CT 06824-5180
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- James J Wurz, President
- Phone
- (800) 839-1754
- Return prepared by
- Foundation Source
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-0951890
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,985,918
- Income (IRS master file)
- $1,846,792
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $523,154 | $562,276 | $4,985,918 | IRS |
| 990-PF | December 2024 | $511,975 | $548,413 | $5,025,040 | XML |
| 990-PF | December 2023 | $285,346 | $522,154 | $5,060,998 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0951890).
Questions about JAMES H WURZ JR AND EDWARD T WURZ SR FOUNDATION
- What is the EIN of JAMES H WURZ JR AND EDWARD T WURZ SR FOUNDATION?
- The employer identification number (EIN) of JAMES H WURZ JR AND EDWARD T WURZ SR FOUNDATION is 27-0951890.
- Is JAMES H WURZ JR AND EDWARD T WURZ SR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to JAMES H WURZ JR AND EDWARD T WURZ SR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES H WURZ JR AND EDWARD T WURZ SR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES H WURZ JR AND EDWARD T WURZ SR FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES H WURZ JR AND EDWARD T WURZ SR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JAMES H WURZ JR AND EDWARD T WURZ SR FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $50,000 (Donald Stevenson, Dir, Treas).
- How much revenue does JAMES H WURZ JR AND EDWARD T WURZ SR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $523,154, expenses of $562,276 and total assets of $4,985,918 at year end.
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