2021-08-02T09:17:07-05:00 2020-12-31 990PF 2020-01-01 237137799 The Paul Schurgot Foundation Inc PAUL 3025593505 1403 Shallcross Avenue No 201 Wilmington DE 19806 Patricia B Whitehill President and Treasurer 3025593505 2021-07-31 Patricia Whitehill XXX-XX-XXXX 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 7673068 X X 154595 154595 60602 623903 60602 215197 215197 0 0 0 1450 0 1450 15130 15130 0 4049 169 0 266 0 0 20895 15299 1450 387370 387370 408265 15299 388820 -193068 199898 13304 10308 10308 3023926 1176725 1176725 3696653 3598620 3633191 933379 2689653 2852844 7667262 7475306 7673068 0 0 X 8686195 8686195 0 0 -1018933 -1210889 7667262 7475306 7667262 7475306 7667262 -193068 1112 7475306 0 7475306 350 shs Invesco QQQ Tr P 2019-10-18 2020-03-05 73703 67224 6479 6479 1,000 shs Lowes Cos Inc P 2020-02-05 2020-06-19 119491 121765 -2274 -2274 20 call ExxonMobil Corp P 2020-01-15 2020-06-22 2546 2546 2546 16 call Chevron Corp P 2020-01-15 2020-06-22 2219 2219 2219 32 call Chevron Corp P 2020-02-05 2020-03-23 7882 7882 7882 16 call Chevron Corp P 2020-01-15 2020-03-23 5423 5423 5423 20 call ExxonMobil Corp P 2020-01-15 2020-03-23 2526 2526 2526 40 call ExxonMobil Corp P 2020-02-05 2020-07-20 15449 15449 15449 176 shs Corning Inc P 2019-10-23 2020-05-27 4054 5284 -1230 -1230 119 shs Disney Walt Co P 2019-10-23 2020-04-27 12512 15809 -3297 -3297 38 shs Martin Marietta Matl P 2019-10-23 2020-04-21 6874 10111 -3237 -3237 6 shs Alphabet Inc Cl A P 2018-04-23 2020-03-03 7995 6451 1544 1544 4 shs Amazon Com P 2018-04-23 2020-02-06 8190 6057 2133 2133 31 shs Apple Inc P 2018-04-23 2020-08-11 13845 5107 8738 8738 353 shs Corning Inc P 2018-04-23 2020-05-27 8131 9672 -1541 -1541 68 shs Disney Walt Co P 2018-04-23 2020-04-21 6807 6799 8 8 295 shs Intel Corp P 2018-04-23 2020-07-21 18057 15059 2998 2998 74 shs Martin Marietta Matl P 2018-04-23 2020-04-21 13387 14561 -1174 -1174 84.248 shs Viatris Inc P 2018-04-23 2020-11-25 1453 1295 158 158 $20,000 AT&T Inc 3.6% due 2/17/23 P 2018-05-04 2020-08-05 21597 19941 1656 1656 $20,000 Amgen Inc 3.875% due 11/15/21 P 2018-04-27 2020-12-16 20520 23564 -3044 -3044 $20,000 Autozone 4% due 11/15/20 P 2018-04-30 2020-08-17 20000 20041 -41 -41 $20,000 Federal Farm Cr Bks 2.05% P 2018-05-14 2020-01-13 20000 19018 982 982 $20,000 Republic Svcs Inc 5% due 3/1/20 P 2018-04-30 2020-03-02 20000 20000 0 0 $20,000 Smucker JM Co 3.5% due P 2018-05-07 2020-09-24 20627 20043 584 584 $15,000 US Treasury Notes 1.75% due 12/31/20 P 2018-11-26 2020-12-01 15018 14683 335 335 500 shs SPDR S&P 500 ETF P 2018-08-02 2020-03-05 150188 140817 9371 9371 Capital Gains Dividends P 5409 5409 5409 60602 2779 0 2779 0 2779 3880 0 0 0 3880 0 1101 1101 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 4528970 2978328 0 7507298 0 0 7507298 112609 7394689 369734 369734 2779 2779 366955 0 366955 0 366955 388820 0 388820 0 388820 366955 387370 0 0 388820 387370 0 0 1450 0 0 0 0 0 0 0 0 365505 0 0 0 X ACLU Foundation of Arizona PO Box 17148 Phoenix AZ 85011 General support 10000 ACLU Foundation 125 Broad St 18th Fl New York NY 100042400 General support 120000 American Promise Education Fund 33 Bradford Street Concord MA 01742 General support 5000 American Society of International Law 2223 Massachusetts Ave NW Washington DC 200082864 General support 5000 Center for International Policy 2000 M Street NW Suite 720 Washington DC 20036 General support 10000 Children's Hospital of Pittsburgh Foundation 4401 Penn Avenue Pittsburgh PA 152241342 General support 4000 Committee on the Administration of Justice (CAJ) 6A Albert Street Belfast UK BT12 4HQ General support 2000 Concern Worldwide -US 355 Lexington Avenue 16th Floor New York NY 10017 General support 2000 NPR Foundation 1111 North Capitol St NE Washington DC 20002 General support 10000 NY Civil Liberties Union 125 Broad St 18th Fl New York NY 100042400 General support 20000 Pennswood Village Foundation 1382 Newtown-Langhorne Road Newtown PA 18940 Employee Vacation Fund 2370 The Children's Village One Echo Hills Dobbs Ferry NY 10522 General support 2000 University of Cincinnati Foundation PO Box 19970 Cincinnati OH 452190970 Urban Morgan Institute 100000 University of Pittsburgh-School of Law 3900 Forbes Avenue Pittsburgh PA 15260 General support 5000 Washington & Jefferson College 60 South Lincoln Street Washington PA 15301 Paul Schurgot Scholarship FundPaul Schurgot Scholarship Fund 85000 WNET-Channel 13 825 Eighth Avenue New York NY 100197435 General supportGeneral support 5000 387370 0 154595 60602 0 0 215197 215197 4 Not applicable other than by providing funds for such purposes 0 0 0 0 0 0 0 0 0 0 Accounting fees 1450 0 1450 Equities-Jefferies Acct 1267 2932613 2664362 Equities-Jefferies Acct 8438 641786 944791 Equities-Jefferies Acct 8461 24221 24038 Fixed income-Jefferies Acct 8461 AT COST 502349 529130 Exchange traded products-Jefferies Acct 1267 AT COST 2068832 2172451 REIT's-Jefferies Acct 8438 AT COST 118472 151263 Chase bank fees 8 0 0 Postage and printing expenses 30 0 0 Shipping expenses 228 0 0 Adjusted cost bases and amortization 1112 Jefferies Acct 8438 investment fees 9757 9757 0 Jefferies Acct 8461 investment fees 5373 5373 0 Federal excise tax 2020 3880 0 0 Foreign withholding taxes 169 169 0