PAUL D SCHURGOT FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PAUL D SCHURGOT FOUNDATION INC (EIN 23-7137799)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-02
- IRS object ID
- 202012769349100511
- Schema version
- 2019v5.1
- 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 | 2020-10-02T15:01:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 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 No 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 | 2020-10-02 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.157.50.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-02 | IPDt |
| IP Tm | 15:48:20 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3C695519EB9CCEAB1F42A198B610643C0F49B06A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B0739542CF05D73709A30B232745ACAC6F08062B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,103,633 | 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 | $204,411 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $204,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,411 | 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 | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,411 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,411 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,749 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $103 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $266 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,776 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,514 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $386,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $386,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $402,616 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,514 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $388,190 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$198,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $192,897 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,802 | CashBOYAmt |
| Cash EOY | $13,304 | CashEOYAmt |
| Cash EOYFMV | $13,304 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,628,958 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,023,926 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,023,926 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,500,689 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,696,653 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,040,955 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $726,660 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $933,379 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,025,448 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,868,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,667,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,103,633 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,686,195 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,686,195 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$818,086 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,018,933 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,868,109 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,667,262 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,868,109 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,667,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,868,109 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$198,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,669,539 | SubtotalAmt |
| Other Decreases | $2,277 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,667,262 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 189 shs Corning Inc | P | 2018-04-23 | 2019-01-23 | $5,501 | $5,178 | $323 | $323 |
| 151 shs Pfizer Inc | P | 2018-04-23 | 2019-01-16 | $6,372 | $5,549 | $823 | $823 |
| 137 shs Universal Elcectr | P | 2018-04-23 | 2019-04-18 | $5,116 | $6,753 | -$1,637 | -$1,637 |
| $20,000 Ebay Inc Fixed Rate due 8/1/19 | P | 2018-05-09 | 2019-08-01 | $20,000 | $19,874 | $126 | $126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$365 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $399,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,832,530 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050986 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $379,160 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,097,330 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046825 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $477,415 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,480,932 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056293 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $432,962 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,889,738 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048704 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $547,782 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,814,776 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062144 | DistributionYr5Rt |
| Total Distribution | 0.264952 | TotalDistributionRt |
| Average Distribution | 0.052990 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,851,569 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $416,055 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,929 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $417,984 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $388,190 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,858 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,858 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,858 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,940 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $418 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,358 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,500 | OverpaymentAmt |
| Applied To ES Tax | $3,500 | 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 | $3,583,086 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,388,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,971,136 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,971,136 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,851,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $392,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $392,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,858 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,858 | TotalTaxAmt |
| Distributable Before Adj | $388,720 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $388,720 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $388,720 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $388,190 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $388,190 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $388,190 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $388,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $386,840 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $388,190 | QualifyingDistributionsAmt |
| Applied To Year1 | $386,840 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,350 | 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 | $387,370 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| ACLU Foundation of Arizona | |||||||||
| PO Box 17148 | Phoenix | AZ | 85011 | General support | $5,000 | ||||
| ACLU Foundation | |||||||||
| 125 Broad St 18th Fl | New York | NY | 100042400 | General support | $130,000 | ||||
| American Society of International Law | |||||||||
| 2223 Massachusetts Ave NW | Washington | DC | 200082864 | General support | $10,000 | ||||
| Boston College High School | |||||||||
| 150 Morrissey Boulevard | Boston | MA | 02125 | General support | $10,000 | ||||
| Center for International Policy | |||||||||
| 2000 M Street NW Suite 720 | Washington | DC | 20036 | General support | $10,000 | ||||
| Children's Hospital of Pittsburgh Foundation | |||||||||
| 4401 Penn Avenue | Pittsburgh | PA | 152241342 | General support | $4,000 | ||||
| Committee on the Administration of Justice (CAJ) | |||||||||
| General support | $4,000 | 6A Albert Street | Belfast | UK | BT12 4HQ | ||||
| Concern Worldwide -US | |||||||||
| 355 Lexington Avenue 16th Floor | New York | NY | 10017 | General support | $2,000 | ||||
| New York Times Neediest Cases Fund | |||||||||
| PO Box 5193 | New York | NY | 10087 | General support | $5,840 | ||||
| NPR Foundation | |||||||||
| 1111 North Capitol St NE | Washington | DC | 20002 | General support | $6,000 | ||||
| NY Civil Liberties Union | |||||||||
| 125 Broad St 18th Fl | New York | NY | 100042400 | General support | $20,000 | ||||
| Pacem in Terris | |||||||||
| 401 North West Street | Wilmington | DE | 198012730 | General support | $5,000 | ||||
| Pennswood Village Fellowship Fund | |||||||||
| 1382 Newtown-Langhorne Road | Newtown | PA | 18940 | General support | $1,000 | ||||
| Pennswood Village Foundation | |||||||||
| 1382 Newtown-Langhorne Road | Newton | PA | 18940 | General support | $1,000 | ||||
| Rutgers University Foundation | |||||||||
| 3335 George Street | New Brunswick | NJ | 08901 | General support | $1,000 | ||||
| The Children's Village | |||||||||
| One Echo Hills | Dobbs Ferry | NY | 10522 | General support | $4,000 | ||||
| The Metropolitan Museum of Art | |||||||||
| 1000 Fifth Avenue | New York | NY | 10028 | General support | $10,000 | ||||
| The Museum of Modern Art | |||||||||
| 11 West 53rd Street | New York | NY | 10019 | General support | $10,000 | ||||
| University of Cincinnati Foundation | |||||||||
| PO Box 19970 | Cincinnati | OH | 452190970 | Urban Morgan Institute | $50,000 | ||||
| University of Pittsburgh-School of Law | |||||||||
| 3900 Forbes Avenue | Pittsburgh | PA | 15260 | General support | $5,000 | ||||
| Washington & Jefferson College | |||||||||
| 60 South Lincoln Street | Washington | PA | 15301 | Paul Schurgot Scholarship FundPaul Schurgot Scholarship Fund | $85,000 | ||||
| WNET-Channel 13 | |||||||||
| 825 Eighth Avenue | New York | NY | 100197435 | General supportGeneral support | $8,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $386,840 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $204,411 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$365 | 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 | $204,046 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,046 | 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 | $1,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities-Jefferies Acct 1267 | $2,989,757 | $3,190,774 |
| Equities-Jefferies Acct 8438 | $682,675 | $825,794 |
| Equities-Jefferies Acct 8461 | $24,221 | $24,387 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fixed income-Jefferies Acct 8461 | AT COST | $487,775 | $505,716 |
| Exchange traded products-Jefferies Acct 1267 | AT COST | $350,567 | $396,274 |
| REIT's-Jefferies Acct 8438 | AT COST | $95,037 | $123,458 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjusted cost bases and amortization | Desc |
| Amt | $2,277 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Chase bank fees | $16 | $0 | $0 |
| NYS Department of Law filing fee | $250 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Jefferies Acct 8438 investment fees | $6,240 | $6,240 | $0 |
| Jefferies Acct 8461 investment fees | $5,171 | $5,171 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal excise tax 2019 | $2,646 | $0 | $0 |
| Foreign withholding taxes | $103 | $103 | $0 |
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