2022-05-09T15:16:17-05:00 2021-12-31 990PF 2021-01-01 237137799 The Paul Schurgot Foundation Inc PAUL 3025593505 1403 Shallcross Avenue 201 Wilmington DE 19806 Patricia B Whitehill President and Treasurer 3025593505 2022-05-09 Patricia Whitehill XXX-XX-XXXX 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 8431915 X X 38 38 131862 131862 -242270 1436047 0 -110370 131900 0 0 0 1750 0 1750 12595 12595 0 2325 193 0 545 0 0 17215 12788 1750 365505 365505 382720 12788 367255 -493090 119112 15308 15396 15396 1176725 296666 296666 3598620 2682130 3679720 2689653 3984552 4440133 7480306 6978744 8431915 0 0 X 8686195 8677723 0 0 -1205889 -1698979 7480306 6978744 7480306 6978744 7480306 -493090 0 6987216 8472 6978744 $20,000 Federal Farm Cr Bks 2.07% due 1/13/26 P 2020-01-14 2021-01-13 20000 20000 0 0 5,000 shs Bank of America Corp P 2018-01-05 2021-09-17 206406 151399 55007 55007 $20,000 BP Cap Mkts Amer Inc 3.245% due 5/6/22 P 2018-12-14 2021-07-13 20483 19789 694 694 2,600 shs Chevron Corp P 2014-11-12 2021-01-26 232603 307556 -74953 -74953 1,600 shs Chevron Corp P 2014-11-12 2021-02-12 152848 189265 -36417 -36417 1,000 shs Chevron Corp P 2015-04-30 2021-02-12 95530 111534 -16004 -16004 3,200 shs Exxon Mobil Corp P 2014-10-02 2021-01-26 147237 296137 -148900 -148900 1,800 shs Exxon Mobil Corp P 2014-10-02 2021-02-08 80198 166577 -86379 -86379 1,400 shs Exxon Mobil Corp P 2015-04-30 2021-02-08 62376 123329 -60953 -60953 $20,000 Federal Farm Cr Bks 3.05% P 2018-12-04 2021-11-15 20000 20000 0 0 $10,000 Phillips 66 GTD Sr N T 4.3% due 4/1/22 P 2018-05-01 2021-12-16 10113 10028 85 85 1,800 shs Procter & Gamble P 2017-02-16 2021-09-17 258580 163838 94742 94742 $20,000 Texas Instrs Inc 2.75% due 3/12/21 P 2018-05-11 2021-02-12 20000 19961 39 39 $20,000 US Treasury Nts 2.125% due 12/31/21 P 2018-04-27 2021-12-31 20000 19610 390 390 500 shs Vornado Rlty Tr P 2018-05-07 2021-10-13 12500 12107 393 393 $20,000 Washington Real Estate Invt Tr P 2018-05-08 2021-08-26 20793 20039 754 754 7 shs Alphabet Inc Cl A P 2018-04-23 2021-08-10 19193 7527 11666 11666 115 shs Apple Inc P 2018-04-23 2021-01-29 15282 4736 10546 10546 67 shs Intel Corp P 2018-04-23 2021-07-28 3578 3420 158 158 186 shs Intel Corp P 2019-10-23 2021-07-28 9932 9601 331 331 15 shs Visa Inc Cl A P 2018-04-23 2021-01-29 2938 1864 1074 1074 Capital Gains Dividends P 5457 5457 5457 -242270 1656 0 1656 0 1656 2800 0 0 0 2800 0 1144 1144 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A Judith A Butler 3025593505 1403 Shallcross Avenue Apt 201 Wilmington DE 19806 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 7547464 627477 0 8174941 0 0 8174941 122624 8052317 402616 402616 1656 1656 400960 0 400960 0 400960 367255 0 367255 400960 365505 2020 0 0 367255 365505 0 0 1750 0 0 0 0 0 0 0 0 399210 0 0 0 X 412 Food Rescue 6140 Station St Pittsburgh PA 15206 General support 5000 ACLU Foundation of Arizona PO Box 17148 Phoenix AZ 85011 General support 15000 ACLU Foundation of PA PO Box 60173 Philadelphia PA 19102 General support 10000 ACLU Foundation 125 Broad St 18th Fl New York NY 100042400 General support 105505 American Promise Education Fund 33 Bradford Street Concord MA 01742 General support 5000 Delaware Symphony Orchestra 100 West 10th St Suite 1003 Wilmington DE 198012730 General support 7000 Faithful Friends 12 Germay Drive Wilmington DE 19804 General support 3000 Friendship House Inc PO Box 1517 Wilmington DE 19899 General support 5000 Jewish Federation of Greater PittsburgShore-Whitehill Fund 2000 Technology Drive Pittsburgh PA 15219 Shore Whitehill Endowment Fund 5000 Magee Research Institute (Magee Woman's Hospital) 3240 Craft Drive Pittsburgh PA 15213 General supportGeneral support 10000 Pacem in Terris 401 North West Street Wilmington DE 198012730 General support 5000 Scattergood Behavioral Health Fdn Community Fund Immigrant Wellness 4641 Roosevelt Blvd Philadelphia PA 191242399 Community Fund Immigrant Wellness 15000 University of Cincinnati Foundation PO Box 19970 Cincinnati OH 452190970 Urban Morgan Institute 85000 University of Delaware 83 East Main Street Newark DE 19716 Resident Ensemble Players 5000 Washington & Jefferson College 60 South Lincoln Street Washington PA 15301 Paul Schurgot Scholarship FundPaul Schurgot Scholarship Fund 85000 365505 0 38 131862 -242270 0 0 -110370 -110370 4 Not applicable other than by providing funds for such purposes 0 0 0 0 0 0 0 0 0 0 Accounting fees 1750 0 1750 Equities-Jefferies Acct 1267 1883272 2286385 Equities-Jefferies Acct 8438 798858 1393335 Fixed income-Jefferies Acct 8461 AT COST 370041 380013 Exchange traded products-Jefferies Acct 1267 AT COST 3614511 4060120 Adjusted cost bases and amortization and accrued interest 8472 Chase bank fees 32 0 0 Postage and printing expenses 13 0 0 NYS Dept of Law filing fee 2019 250 0 0 NYS Dept of Law filing fee 2020 250 0 0 Jefferies Acct 8438 investment fees 12397 12397 0 Jefferies Acct 8461 investment fees 198 198 0 Federal excise tax 2021 1699 0 0 Foreign withholding taxes 193 193 0 Federal excise tax 2019 433 0 0