PAUL D SCHURGOT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PAUL D SCHURGOT FOUNDATION INC (EIN 23-7137799)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-28
- IRS object ID
- 202501189349101400
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-28T10:35:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237137799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Paul D Schurgot Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 3025593505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 Shallcross Avenue 201 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patricia B Whitehill | PersonNm |
| Person Title | President and Treasurer | PersonTitleTxt |
| Phone | 3025593505 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,563,777 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $141,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $141,901 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$273,524 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $744,384 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$131,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $141,901 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,160 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,160 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,340 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $217 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,377 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $337,092 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $337,092 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $356,738 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,377 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $338,942 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$488,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,524 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,018 | CashBOYAmt |
| Cash EOY | $6,661 | CashEOYAmt |
| Cash EOYFMV | $6,661 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $90,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $257,447 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $247,447 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,542,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,419,824 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,506,621 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,022,311 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,490,567 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,803,048 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,667,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,174,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,563,777 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,671,273 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,666,261 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,003,401 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,491,762 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,667,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,174,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,667,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,174,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,667,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$488,361 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,179,511 | SubtotalAmt |
| Other Decreases | $5,012 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,174,499 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,650 units ARK ETF Genomic R Multi Sector | P | 2020-12-17 | 2024-10-21 | $64,079 | $249,422 | -$185,343 | -$185,343 |
| 1,150 units ARK ETF TR Web | P | 2020-12-10 | 2024-10-21 | $100,418 | $163,667 | -$63,249 | -$63,249 |
| 3,175 units ARK ETF TR Fintech | P | 2021-01-14 | 2024-10-21 | $100,061 | $166,339 | -$66,278 | -$66,278 |
| 2,800 units Pacer Fds Tr Data In Real Estate | P | 2020-09-30 | 2024-10-21 | $89,125 | $99,328 | -$10,203 | -$10,203 |
| 1,950 units Pacer Fds Tr Data In Real Estate | P | 2021-06-17 | 2024-10-21 | $62,069 | $79,465 | -$17,396 | -$17,396 |
| $20,000 Synchrony Finl .25% due 8/15/24 | P | 2020-03-03 | 2024-08-15 | $20,000 | $20,000 | $0 | $0 |
| $15,000 US Treasury due 11/15/24 | P | 2019-12-23 | 2024-11-15 | $15,000 | $15,000 | $0 | $0 |
| 17 shs Boeing Co | P | 2024-02-01 | 2024-05-28 | $2,959 | $3,551 | -$592 | -$592 |
| .5 sh GE Vernova Inc | P | 2024-03-19 | 2024-04-04 | $69 | $70 | -$1 | -$1 |
| 563 shs HP Inc | P | 2024-02-01 | 2024-09-04 | $19,826 | $16,158 | $3,668 | $3,668 |
| 1,070 shs Hewlett Packard Ente | P | 2024-02-01 | 2024-09-04 | $19,943 | $16,414 | $3,529 | $3,529 |
| 366 shs Textron Inc | P | 2023-07-21 | 2024-03-19 | $34,191 | $24,942 | $9,249 | $9,249 |
| 65 shs Linde PLC | P | 2023-07-21 | 2024-07-31 | $29,617 | $25,002 | $4,615 | $4,615 |
| 222 shs Alphabet Inc | P | 2024-04-03 | $33,275 | $12,269 | $21,006 | $21,006 | |
| 52 shs Amgen Inc | P | 2022-11-08 | 2024-07-11 | $16,891 | $15,351 | $1,540 | $1,540 |
| 200 shs Boeing Co | P | 2024-05-28 | $34,810 | $34,975 | -$165 | -$165 | |
| 222 shs Canadian Pacific | P | 2024-05-17 | $18,189 | $9,235 | $8,954 | $8,954 | |
| 358 shs Disney Walt Co | P | 2024-11-04 | $34,205 | $37,138 | -$2,933 | -$2,933 | |
| 184 shs Visa Inc | P | 2024-07-31 | $49,657 | $29,582 | $20,075 | $20,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$273,524 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,692 | OverpaymentAmt |
| Applied To ES Tax | $2,692 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Judith A Butler | IndividualWithBooksNm |
| Phone | 3025593505 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 Shallcross Avenue Apt 201 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Patricia B Whitehill | ||||||||
| 1403 Shallcross Avenue Apt 201 | Wilmington | DE | 19806 | President and Treasurer | 0.00 | $0 | $0 | $0 |
| Judith A Butler | ||||||||
| 1403 Shallcross Avenue Apt 201 | Wilmington | DE | 19806 | Secretary | 0.00 | $0 | $0 | $0 |
| A Hays Butler | ||||||||
| 1403 Shallcross Avenue Apt 201 | Wilmington | DE | 19806 | Board member | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,070,168 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $143,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,214,003 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,214,003 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,210 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,090,793 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $404,540 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $404,540 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,828 | TotalTaxAmt |
| Distributable Before Adj | $402,712 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $402,712 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $402,712 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $338,942 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $338,942 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $402,712 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $337,092 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $338,942 | QualifyingDistributionsAmt |
| Applied To Year1 | $337,092 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $400,862 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 412 Food Rescue | |||||
| 6140 Station St | Pittsburgh | PA | 15206 | General support | $5,000 |
| ACLU Foundation of Arizona | |||||
| PO Box 17148 | Phoenix | AZ | 85011 | General support | $10,000 |
| ACLU Foundation of PA | |||||
| PO Box 60173 | Philadelphia | PA | 19102 | General support | $14,000 |
| ACLU Foundation | |||||
| 125 Broad St 18th Fl | New York | NY | 100042400 | General support | $90,092 |
| American Promise Education Fund | |||||
| 33 Bradford Street | Concord | MA | 01742 | General support | $5,000 |
| Common Justice | |||||
| c/o Abigail Rose PO Box 25131 | Brooklyn | NY | 11202 | General support | $14,000 |
| Delaware Children's Museum | |||||
| 550 Justison St | Wilmington | DE | 198012730 | General support | $3,000 |
| Delaware Pacem in Terris | |||||
| 401 North West Street | Wilmington | DE | 198012730 | General support | $5,000 |
| Delaware Symphony Orchestra | |||||
| 100 West 10th St Suite 1003 | Wilmington | DE | 198012730 | General support | $5,000 |
| Friends of Mt Lebanon Public Library | |||||
| 16 Castle Shannon Blvd | Pittsburgh | PA | 152282252 | General support | $9,000 |
| Friendship House Inc | |||||
| PO Box 1517 | Wilmington | DE | 19899 | General support | $5,000 |
| Jewish Community Center of Greater Pittsburgh | |||||
| 5738 Forbes Ave | Pittsburgh | PA | 15217 | General support | $10,000 |
| Jewish Federation of Greater PittsburghShore-Whitehill Fund | |||||
| 2000 Technology Drive | Pittsburgh | PA | 15219 | Shore Whitehill Endowment Fund | $5,000 |
| Magee Research Institute (Magee Woman's Hospital) | |||||
| 3240 Craft Drive | Pittsburgh | PA | 15213 | General support | $15,000 |
| NPR Foundation | |||||
| 1111 North Capitol St NE | Washington | DC | 20002 | General support | $5,000 |
| Outreach Teen & Family Services Inc | |||||
| 615 Washington Road | Pittsburgh | PA | 15228 | General support | $10,000 |
| Scattergood Behavioral Health Fdn Community Fund Immigrant Wellness | |||||
| 4641 Roosevelt Blvd | Philadelphia | PA | 191242399 | Community Fund Immigrant Wellness | $10,000 |
| University of Cincinnati Foundation | |||||
| PO Box 19970 | Cincinnati | OH | 452190970 | Urban Morgan Institute | $91,000 |
| University of Delaware | |||||
| 83 East Main Street | Newark | DE | 19716 | Resident Ensemble Player and Osher Life Long Learning Institute (OLLI) | $11,000 |
| University of Florida-WUFT-FM | |||||
| 1200 Weimer Hall PO Box 118405 | Gainesville | FL | 32611 | General support | $10,000 |
| We Got Us Now Inc | |||||
| 228 Park Ave S PMB 83277 | New York | NY | 10003 | General support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $337,092 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $141,901 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$273,524 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$131,623 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$131,623 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | Not applicable other than by providing funds for such purposes | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities-Jefferies Acct 1267 | $1,700,554 | $2,431,257 |
| Equities-Jefferies Acct 8438 | $719,270 | $1,075,364 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fixed income-Jefferies Acct 1267 | AT COST | $19,436 | $19,768 |
| Exchange traded products-Jefferies Acct 1267 | AT COST | $3,471,131 | $4,783,280 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjusted cost bases and amortization and accrued interest | Desc |
| Amt | $5,012 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Chase bank fees | $4 | $0 | $0 |
| Postage and printing expenses | $42 | $0 | $0 |
| NYS Dept of Law filing fee 2023 | $250 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Jefferies Acct 8438 investment fees | CategoryTxt |
| Amt | $10,160 | Amt |
| Net Investment Income | $10,160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal excise tax 2023 | $2,603 | $0 | $0 |
| Federal excise tax 2024 | $4,520 | $0 | $0 |
| Federal withholding taxes | $217 | $217 | $0 |
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