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James H Wurz Jr And Edward T Wurz Sr Foundation

  • Fairfield, CT
  • Tax-exempt since Feb. 2010
  • EIN: 27-0951890

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$512k (2024)

Expenses
$548k (2024)

Total Assets
$5.03M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$511,975
Expenses
$548,413
Net Income
-$36,438
Net Assets
$5,025,040
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,579
0.7%
Dividends $115,421
22.5%
Sales of Assets $392,975
76.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $521,150
95.0%
Compensation of Officers* $50,000
9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,025,040
Total Liabilities $0
Net Assets $5,025,040
Compensation
Key Employees and Officers Compensation Other
Donald Stevenson (Dir, Treas) $50,000 $29,885
Gregory P Wurz (Dir, Vp) $0 $14,924
James J Wurz (Dir, Pres) $0 $20,303
Michael J Wurz (Dir, Sec) $0 $42,618
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Document Links

990-PF
Filed on Oct. 30, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$285,346
Expenses
$522,154
Net Income
-$236,808
Net Assets
$5,060,998
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,868
1.0%
Dividends $121,167
42.5%
Sales of Assets $157,314
55.1%
Other Income $3,997
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $496,601
95.1%
Compensation of Officers* $50,000
9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,060,998
Total Liabilities $0
Net Assets $5,060,998
Compensation
Key Employees and Officers Compensation Other
Donald Stevenson (Dir, Treas) $50,000 $27,262
Gregory P Wurz (Dir, Vp) $0 $13,631
James J Wurz (Dir, Pres) $0 $18,993
Michael J Wurz (Dir, Sec) $0 $38,930
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Document Links

990-PF
Filed on Oct. 18, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$357,962
Expenses
$530,863
Net Income
-$172,901
Net Assets
$5,297,806
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,741
1.0%
Dividends $139,379
38.9%
Sales of Assets $214,775
60.0%
Other Income $67
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $485,352
91.4%
Compensation of Officers* $50,000
9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,297,806
Total Liabilities $0
Net Assets $5,297,806
Compensation
Key Employees and Officers Compensation Other
Donald Stevenson (Dir, Treas) $50,000 $24,721
Gregory P Wurz (Dir, Vp) $0 $11,980
James J Wurz (Dir, Pres) $0 $20,833
Michael J Wurz (Dir, Sec) $0 $35,255
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Document Links

990-PF
Filed on Nov. 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$988,481
Expenses
$578,692
Net Income
$409,789
Net Assets
$5,470,707
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $198
0.0%
Dividends $138,615
14.0%
Sales of Assets $849,668
86.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $543,340
93.9%
Compensation of Officers* $100,000
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,470,707
Total Liabilities $0
Net Assets $5,470,707
Compensation
Key Employees and Officers Compensation Other
Donald Stevenson (Dir, Treas) $100,000 $22,487
Gregory P Wurz (Dir, Vp) $0 $11,261
James J Wurz (Dir, Pres) $0 $21,725
Michael J Wurz (Dir, Sec) $0 $33,429
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Document Links

990-PF
Filed on Oct. 20, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$330,720
Expenses
$459,866
Net Income
-$129,146
Net Assets
$5,060,917
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $858
0.3%
Dividends $121,715
36.8%
Sales of Assets $208,147
62.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $434,800
94.5%
Compensation of Officers* $100,000
21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,060,918
Total Liabilities $1
Net Assets $5,060,917
Compensation
Key Employees and Officers Compensation Other
Donald Stevenson (Dir, Treas) $100,000 $19,913
Gregory P Wurz (Dir, Vp) $0 $9,956
James J Wurz (Dir, Pres) $0 $17,031
Michael J Wurz (Dir, Sec) $0 $29,515
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Document Links

990-PF
Filed on July 29, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$190,627
Expenses
$510,668
Net Income
-$320,041
Net Assets
$5,189,504
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,832
2.0%
Dividends $134,910
70.8%
Sales of Assets $51,885
27.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $485,335
95.0%
Compensation of Officers* $98,551
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,189,505
Total Liabilities $1
Net Assets $5,189,504
Compensation
Key Employees and Officers Compensation Other
Donald Stevenson (Dir, Treas) $98,551 $13,972
Gregory P Wurz (Dir, Vp) $0 $6,986
James J Wurz (Dir, Pres) $0 $12,036
Michael J Wurz (Dir, Sec) $0 $20,834
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Document Links

990-PF
Filed on July 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$943,875
Expenses
$165,192
Net Income
$778,683
Net Assets
$5,509,332
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $819,500
86.8%
Interest Revenue $3,294
0.3%
Dividends $118,708
12.6%
Sales of Assets $2,373
0.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $137,384
83.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,509,332
Total Liabilities $0
Net Assets $5,509,332
Compensation
Key Employees and Officers Compensation Other
Donald Stevenson (Treas / Dir) $0 $0
Gregory P Wurz (Dir) $0 $0
James J Wurz (Pres/ Dir) $0 $0
Michael J Wurz (Dir / Sec) $0 $0
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Document Links

990-PF
Filed on May 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,094,718
Expenses
$225,327
Net Income
$869,391
Net Assets
$3,961,504
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,040,000
95.0%
Interest Revenue $694
0.1%
Dividends $68,993
6.3%
Sales of Assets -$14,969
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $211,028
93.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,961,504
Total Liabilities $0
Net Assets $3,961,504
Compensation
Key Employees and Officers Compensation Other
Donald Stevenson (Dir) $0 $0
Gregory P Wurz (Dir) $0 $0
James J Wurz (Pres / Dir) $0 $0
Michael J Wurz (Dir / Sec) $0 $0
Edward T Wurz Sr (Dir) $0 $0
James H Wurz Sr (Dir) $0 $0
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Document Links

990-PF
Filed on Nov. 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,020,623
Expenses
$253,367
Net Income
$767,256
Net Assets
$3,088,505
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $970,000
95.0%
Interest Revenue $145
0.0%
Dividends $49,088
4.8%
Sales of Assets $1,389
0.1%
Other Income $1
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $240,702
95.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,091,904
Total Liabilities $3,399
Net Assets $3,088,505
Compensation
Key Employees and Officers Compensation Other
Donald Stevenson (Dir) $0 $0
Gregory P Wurz (Dir) $0 $0
James J Wurz (Pres / Dir) $0 $0
Michael J Wurz (Dir / Sec) $0 $0
Edward T Wurz Sr (Dir) $0 $0
James H Wurz Sr (Dir) $0 $0
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Document Links

990-PF
Filed on Aug. 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$883,283
Expenses
$188,488
Net Income
$694,795
Net Assets
$2,321,249
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $821,000
92.9%
Interest Revenue $76
0.0%
Dividends $31,915
3.6%
Sales of Assets $30,292
3.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $180,695
95.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,328,374
Total Liabilities $7,125
Net Assets $2,321,249
Compensation
Key Employees and Officers Compensation Other
Donald Stevenson (Dir) $0 $0
Gregory P Wurz (Dir) $0 $0
James J Wurz (Pres / Dir) $0 $0
Michael J Wurz (Dir / Sec) $0 $0
Edward T Wurz Sr (Dir) $0 $0
James H Wurz Sr (Dir) $0 $0
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Document Links

990-PF
Filed on July 2, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$972,684
Expenses
$165,421
Net Income
$807,263
Net Assets
$1,626,454
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $925,000
95.1%
Interest Revenue $107
0.0%
Dividends $18,526
1.9%
Sales of Assets $29,051
3.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $161,204
97.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,626,454
Total Liabilities $0
Net Assets $1,626,454
Compensation
Key Employees and Officers Compensation Other
Donald Stevenson (Dir) $0 $0
Gregory P Wurz (Dir) $0 $0
James J Wurz (Pres / Dir) $0 $0
Michael J Wurz (Dir / Sec) $0 $0
Edward T Wurz Sr (Dir) $0 $0
James H Wurz Sr (Dir) $0 $0
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Document Links

990-PF
Filed on July 31, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$143,192
Expenses
$142,430
Net Income
$762
Net Assets
$819,190
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $115,000
80.3%
Interest Revenue $204
0.1%
Dividends $23,062
16.1%
Sales of Assets $4,926
3.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $134,240
94.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $819,191
Total Liabilities $1
Net Assets $819,190

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$158,765
Expenses
$127,211
Net Income
$31,554
Net Assets
$818,429
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $126,500
79.7%
Interest Revenue $188
0.1%
Dividends $19,558
12.3%
Sales of Assets $12,519
7.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $818,429
Total Liabilities $0
Net Assets $818,429

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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