PAUL D SCHURGOT FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PAUL D SCHURGOT FOUNDATION INC (EIN 23-7137799)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202631249349101818
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T13:51:57-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 2026-05-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $9,489,411 | 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 | $157,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $157,062 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $245,248 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,033,050 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $245,248 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $402,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $402,310 | 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 | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,671 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,671 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $514 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $414,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $400,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,605 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $390,639 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,661 | CashBOYAmt |
| Cash EOY | $14,413 | CashEOYAmt |
| Cash EOYFMV | $14,413 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $257,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $162,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $162,805 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,419,824 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,142,464 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,547,631 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,490,567 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,862,562 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,764,562 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,174,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,182,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,489,411 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,666,261 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,686,611 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,491,762 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,504,367 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,174,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,182,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,174,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,182,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,174,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,605 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,350 | OtherIncreasesAmt |
| Subtotal | $6,182,244 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,182,244 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5,000 shs Bank of America | P | 2018-01-05 | 2025-10-17 | $244,697 | $151,399 | $93,298 | $93,298 |
| 35.625 shs Danimer Scientific | P | 2021-01-20 | 2025-07-29 | $49,388 | -$49,388 | -$49,388 | |
| 14.375 shs Danimer Scientific | P | 2021-03-22 | 2025-07-29 | $26,875 | -$26,875 | -$26,875 | |
| 700 shs Procter & Gamble | P | 2017-02-16 | 2025-10-14 | $103,498 | $63,715 | $39,783 | $39,783 |
| 800 shs RTX Corp | P | 2018-01-05 | 2025-10-14 | $126,637 | $57,845 | $68,792 | $68,792 |
| 620 uts Select Sector SPDR T | P | 2021-03-23 | 2025-10-14 | $93,799 | $59,081 | $34,718 | $34,718 |
| $20,000 Visa Inc Sr Note | P | 2018-05-08 | 2025-12-15 | $20,000 | $19,436 | $564 | $564 |
| 15 American Tower Corp | P | 2024-02-01 | 2025-01-08 | $2,669 | $2,948 | -$279 | -$279 |
| 383 Dell Tech | P | 2024-09-04 | 2025-07-30 | $51,233 | $41,944 | $9,289 | $9,289 |
| 49 General Electric | P | 2024-03-19 | 2025-01-14 | $8,659 | $6,757 | $1,902 | $1,902 |
| 211 Philip Morris Intl | P | 2025-11-19 | 2025-07-10 | $32,728 | $37,820 | -$5,092 | -$5,092 |
| 659 Truist Finl Corp | P | 2025-01-08 | 2025-09-23 | $29,958 | $29,093 | $865 | $865 |
| 107 Verizon | P | 2024-02-01 | 2025-01-14 | $4,087 | $4,552 | -$465 | -$465 |
| 14 Zoetis Inc | P | 2024-02-01 | 2025-01-08 | $2,297 | $2,635 | -$338 | -$338 |
| 63 Alphabet Inc Cl A | P | 2019-10-23 | 2025-07-10 | $11,217 | $3,955 | $7,262 | $7,262 |
| 145 Amazon | P | 2025-07-21 | $33,276 | $19,194 | $14,082 | $14,082 | |
| 216 American Tower Corp | P | 2025-01-08 | $38,437 | $40,973 | -$2,536 | -$2,536 | |
| 56 Crowdstrike Hldgs | P | 2024-05-28 | 2025-06-17 | $27,313 | $19,480 | $7,833 | $7,833 |
| 18 GE Vernova Inc | P | 2024-03-19 | 2025-06-17 | $8,712 | $2,523 | $6,189 | $6,189 |
| 44 Mastercard Inc | P | 2025-05-27 | $25,263 | $17,781 | $7,482 | $7,482 | |
| 301 Merck & Co | P | 2025-05-27 | $23,440 | $33,294 | -$9,854 | -$9,854 | |
| 22 Microsoft Corp | P | 2019-10-23 | 2025-06-17 | $10,485 | $2,999 | $7,486 | $7,486 |
| 533 Novo Nordisk AS | P | 2025-03-12 | $39,955 | $16,403 | $23,552 | $23,552 | |
| 233 Qualcomm Inc | P | 2025-01-14 | $37,014 | $19,451 | $17,563 | $17,563 | |
| 930 Verizon Communications | P | 2023-11-15 | 2025-01-14 | $35,523 | $33,424 | $2,099 | $2,099 |
| 135 Zoetis Inc | P | 2023-07-21 | 2025-01-08 | $22,153 | $24,837 | -$2,684 | -$2,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $245,248 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,692 | 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 | $2,692 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,738 | TaxDueAmt |
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 | $8,922,861 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $167,485 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,090,346 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,090,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,953,991 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $447,700 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $447,700 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,430 | TotalTaxAmt |
| Distributable Before Adj | $442,270 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $442,270 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $442,270 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $400,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $400,880 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $442,270 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $400,862 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $400,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $400,862 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18 | 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 | $442,252 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 412 Food Rescue | ||||||
| 6140 Station St | Pittsburgh | PA | 15206 | PC | General support | $5,000 |
| ACLU Foundation of Arizona | ||||||
| PO Box 17148 | Phoenix | AZ | 85011 | PC | General support | $10,000 |
| ACLU Foundation of PA | ||||||
| PO Box 60173 | Philadelphia | PA | 19102 | PC | General support | $20,000 |
| American Promise Education Fund | ||||||
| 33 Bradford Street | Concord | MA | 01742 | PC | General support | $10,000 |
| City of Asylum | ||||||
| 40 W North Ave | Pittsburgh | PA | 152124710 | PC | General support | $10,000 |
| Common Justice | ||||||
| c/o Abigail Rose PO Box 25131 | Brooklyn | NY | 11202 | PC | General support | $20,000 |
| Delaware Pacem in Terris | ||||||
| 401 North West Street | Wilmington | DE | 198012730 | PC | General support | $10,000 |
| Delaware Symphony Orchestra | ||||||
| 100 West 10th St Suite 1003 | Wilmington | DE | 198012730 | PC | General support | $5,000 |
| Emerge Center Against Domestic Abuse | ||||||
| 2545 East Adams St | Tucson | AZ | 85716 | PC | General support | $2,000 |
| Friends of Mt Lebanon Public Library | ||||||
| 16 Castle Shannon Blvd | Pittsburgh | PA | 152282252 | PC | General support | $9,000 |
| Friendship House Inc | ||||||
| PO Box 1517 | Wilmington | DE | 19899 | PC | General support | $10,000 |
| International Rescue Committee (IRC) | ||||||
| 122 East 42nd St | New York | NY | 10168 | PC | General support | $18,220 |
| JCC of Greater Pittsburgh-Elevating Nutrition Project | ||||||
| 5738 Forbes Ave | Pittsburgh | PA | 15217 | PC | General support | $34,220 |
| Jewish Community Center of Greater Pittsburgh | ||||||
| 5738 Forbes Ave | Pittsburgh | PA | 15217 | PC | General support | $10,000 |
| Jewish Federation of Greater PittsburghShore-Whitehill Fund | ||||||
| 2000 Technology Drive | Pittsburgh | PA | 15219 | PC | Shore Whitehill Endowment Fund | $5,000 |
| Luminari | ||||||
| PO Box 81603 | Pittsburgh | PA | 15217 | PC | General support | $7,500 |
| Magee Research Institute (Magee Woman's Hospital) | ||||||
| 3240 Craft Drive | Pittsburgh | PA | 15213 | PC | General support | $20,220 |
| Network Delaware | ||||||
| 401 North West Street | Wilmington | DE | 19806 | PC | General support | $5,000 |
| NPR Foundation | ||||||
| 1111 North Capitol St NE | Washington | DC | 20002 | PC | General support | $30,000 |
| Outreach Teen & Family Services Inc | ||||||
| 615 Washington Road | Pittsburgh | PA | 15228 | PC | General support | $10,000 |
| Pittsburgh Opera-Student matinee program | ||||||
| 2425 Liberty Avenue | Pittsburgh | PA | 15222 | PC | General support | $7,500 |
| Public Broadcasting Service (PBS) Foundation | ||||||
| 1225 South Clark Street | Arlington | VA | 22202 | PC | General support | $35,000 |
| Public Media Bridge Fund | ||||||
| 3300 Arapahoe Ave Suite 217 | Boulder | CO | 80303 | PC | General support | $35,000 |
| Recycled Artist in Residence (RAIR) | ||||||
| 7333 Minor St | Philadelphia | PA | 19136 | PC | General support | $15,000 |
| Rural Women's Health Project | ||||||
| PO Box 12016 | Gainesvile | FL | 32604 | PC | General support | $5,000 |
| Scattergood Behavioral Health Fdn Community Fund Immigrant Wellness | ||||||
| 4641 Roosevelt Blvd | Philadelphia | PA | 191242399 | PC | Community Fund Immigrant Wellness | $15,220 |
| University of Delaware | ||||||
| 83 East Main Street | Newark | DE | 19716 | PC | Resident Ensemble Player and Osher Life Long Learning Institute (OLLI) | $17,000 |
| University of Florida-WUFT | ||||||
| 1200 Weimer Hall PO Box 118405 | Gainesville | FL | 32611 | PC | General support | $15,000 |
| We Got Us Now Inc | ||||||
| 228 Park Ave S PMB 83277 | New York | NY | 10003 | PC | General support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,880 | 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 | $157,062 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $245,248 | 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 | $402,310 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $402,310 | 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 | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities-Jefferies Acct 1267 | $1,351,331 | $2,154,458 |
| Equities-Jefferies Acct 8438 | $791,133 | $1,393,173 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Exchange traded products-Jefferies Acct 1267 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,862,562 | BookValueAmt |
| EOYFMV | $5,764,562 | EOYFMVAmt |
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 | $217 | $0 | $0 |
| Postage and printing expenses | $47 | $0 | $0 |
| NYS Dept of Law filing fee 2024 | $250 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjusted cost bases and amortization and accrued interest | Desc |
| Amt | $20,350 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Jefferies Acct 8438 investment fees | CategoryTxt |
| Amt | $11,671 | Amt |
| Net Investment Income | $11,671 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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