BETA

WURTH FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WURTH FAMILY FOUNDATION (EIN 33-2420671)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-26
IRS object ID
202642389349100219
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-26T12:37:52-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN844264617PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fischer & Co LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1326 W MainAddressLine1Txt
CityMetamoraCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43540ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN332420671EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WURTH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWURTBusinessNameControlTxt
Phone4197261066PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16200 BRENT DRAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE WURTHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4197261066PhoneNum
Signature2026-07-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael P Fischer CPAPreparerPersonNm
PTINP00084892PTIN
Phone4196446005PhoneNum
Preparation2026-08-26PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,087,071FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$30,158DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,158DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$282NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$21,008GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$29,876TotalRevAndExpnssAmt
Total Net Invst Incm$30,158TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$684LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$684LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,338OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,338OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,772TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,338TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,434TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,022TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,338TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,684TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,854ExcessRevenueOverExpensesAmt
Net Investment Income$26,820NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,071SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,888SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,888SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$974,749CorporateStockBOYAmt
Corporate Stock EOY$989,786CorporateStockEOYAmt
Corporate Stock EOYFMV$1,077,183CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$978,820TotalAssetsBOYAmt
Total Assets EOY$999,674TotalAssetsEOYAmt
Total Assets EOYFMV$1,087,071TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$978,820RetainedEarningBOYAmt
Retained Earning EOY$999,674RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$978,820TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$999,674TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$978,820TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$999,674TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$978,820TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,854ExcessRevenueOverExpensesAmt
Subtotal$999,674SubtotalAmt
Tot Net Ast Or Fund Balances EOY$999,674TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
S/T: JP MORGAN EXCHANGE TRADED FD EQUITY PRE, JEPI, 46641Q332P2024-12-272025-12-05$10,008$0$10,142-$134$0$0$0-$134
S/T: JPMORGAN UNDISCOVERED MNG BEHAVIOR CL I, UBVSX, XXX-XX-XXXXP2024-12-272025-11-18$11,000$0$11,148-$148$0$0$0-$148
FieldValueIRS element (for citing)
Capital Gain Net Income-$282CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$282NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$373InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$373SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$373TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$373TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEVE WURTHIndividualWithBooksNm
Phone4197261066PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16200 BRENT DRAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43611ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN WURTH
6200 BRENT DRTOLEDOOH43611PRESIDENT1.00$0$0$0
JANE WURTH
6200 BRENT DRTOLEDOOH43611VICE PRESIDENT1.00$0$0$0
ROBERT WURTH
6200 BRENT DRTOLEDOOH43611TREASURER1.00$0$0$0
STEPHANIE PILGRIM
6200 BRENT DRTOLEDOOH43611SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,026,292AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,980AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,033,272TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,033,272AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,499CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,017,773NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,889MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,889MinimumInvestmentReturnAmt
Tax Based On Investment Income$373TaxBasedOnInvestmentIncomeAmt
Total Tax$373TotalTaxAmt
Distributable Before Adj$50,516DistributableBeforeAdjAmt
Distributable Before Ded$50,516DistributableBeforeDedAmt
Distributable As Adjusted$50,516DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,684ExpensesAndContributionsAmt
Qualifying Distributions$5,684QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,516DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,145ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,145TotalExcessDistributionCyovAmt
Qualifying Distributions$5,684QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$5,684RemainingDistriFromCorpusAmt
Total Corpus$10,829TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$50,516UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,829ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$5,145ExcessFromYear1Amt
Excess From Current Year$5,684ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1VICTORY CENTERBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13166 REPUBLIC BLVD NAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43615ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeFOR CHARITABLE PURPOSEGrantOrContributionPurposeTxt
Amt$4,250Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,158ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$30,158ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,158TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementSALE OF DONATED SECURITIES FOR REINVESTMENT IN MARKET & USE IN EXEMPT FUNCTIONRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFISCHER & CO LTD TAX PREPARATIONCategoryTxt
Amt$750Amt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN UNDISCOVERED MNG BEHAVIOR CL I MUTUAL FUND$96,084$89,692
CAPITAL GROUP GLOBAL EQUITY$183,387$214,340
CAPITAL GROUP GROWTH ETF SHARES CREATION$149,295$175,466
FIRST TR EXCHANGE-TRADED FD VI RISING$151,243$175,936
JP MORGAN EXCHANGE TRADED FD ACTIVE$100,935$113,047
JP MORGAN EXCHANGE TRADED FD EQUITY$162,233$159,095
CAPITAL GRP FIXED INCM ETF TR CORE PLUS$146,609$149,607

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryDINSMORE & SHOHL LLP LEGALCategoryTxt
Legal Fees$684LegalFeesAmt
Disbursements Charitable Prps$684DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryNATIONAL FINANCIAL SERVICES INVESTMENT & ADVISORY FEESCategoryTxt
Amt$3,338Amt
Net Investment Income$3,338NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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