2021-11-10T15:28:04-06:00 2020-12-31 251031405 MCGILL POWER BELL & ASSOCIATES LLP 2402 W 8TH STREET ERIE PA 165054935 990PF 2020-01-01 116556638 M J SURGALA TR MJSU 8148384921 5966 WYNDEMERE DRIVE ERIE PA 16505 MARY LINCOLN EXECUTIVE DIRECTOR 8148384921 2021-11-09 1 MARY LINCOLN 999009999 JEFFREY E BEACH P00354019 8144536594 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 16532279 X X 8876 8876 508105 508105 28137 582020 28137 545118 545118 0 80000 80000 0 80000 1950 1950 0 1950 228 228 0 228 6000 6000 0 6000 990 990 0 990 89168 89168 0 89168 646900 646900 736068 89168 0 736068 -190950 455950 0 77627 651427 651427 9331968 13824648 13824645 434166 482313 482313 1067640 1573894 1573894 10911401 16532282 16532279 230000 230000 0 X 10681401 16532282 10681401 16532282 10911401 16532282 10681401 -190950 6041831 16532282 0 16532282 CHARLES SCHWAB ST 2020-01-01 2020-12-31 406469 385428 21041 21041 CHARLES SCHWAB LT 2019-01-01 2020-12-31 174201 68427 105774 105774 MORGAN STANLEY LT 2019-01-01 2020-12-31 258 100028 -99770 -99770 CAPITAL GAIN DISTRIBUTIONS P 2020-01-01 2020-12-31 1092 1092 1092 28137 22133 6338 0 6338 0 6338 12667 0 0 0 12667 0 6329 6329 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A MARY LINCOLN 8148384921 5699 WYNDEMERE DRIVE ERIE PA 16505 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY LINCOLN 5966 WYNDEMERE DRIVE ERIE PA 16505 EXECUTIVE DIRECTOR 10.00 80000 0 0 NONE 0 NONE 0 0 14448613 763481 0 15212094 0 0 15212094 228181 14983913 749196 749196 6338 6338 742858 0 742858 0 742858 736068 0 736068 0 736068 742858 696207 0 0 736068 696207 0 0 39861 0 0 0 0 0 0 0 0 702997 0 0 0 MARY LINCOLN 5966 WYNDEMERE DRIVE ERIE PA 16505 8148384921 CONTACT THE TRUSTEE FOR INFORMATION ON SUBMITTING APPLICATIONS NONE NONE CROHNS & COLITIS FOUNDATION 733 THIRD AVENUE SUITE 510 NEW YORK NY 10017 PC GENERAL FUNDS 3300 GREATER ERIE COMMUNITY ACTION COMMITTEE (GECAC) 18 WEST 9TH STREET ERIE PA 16501 PC GENERAL FUNDS 5000 ERIE CITY MISSION 1017 STATE STREET ERIE PA 16501 PC GENERAL FUNDS 5000 BOCA RATON REGIONAL HOSPITAL FOUNDATION 800 MEADOWS DRIVE BOCA RATON FL 33486 PC GENERAL FUNDS 5000 ERIE ART MUSEUM 417 STATE STREET ERIE PA 16501 PC GENERAL FUNDS 5000 MEALS ON WHEALS 4408 PEACH STREET SUITE 102 ERIE PA 16509 PC GENERAL FUNDS 5000 THE UPPER ROOM 1024 PEACH STREET ERIE PA 16501 PC GENERAL FUNDS 10000 SHRINERS HOSPITAL FOR CHILDREN 1645 WEST 8TH STREET ERIE PA 16505 PC GENERAL FUNDS 10000 INNOCENCE PROJECT 40 WORTH STREET NEW YORK NY 10013 PC GENERAL FUNDS 10000 SALVATION ARMY 1209 SASSAFRAS STREET ERIE PA 16502 PC GENERAL FUNDS 10000 ST PAULS FREE CLINIC 1608 WALNUT STREET ERIE PA 16502 PC GENERAL FUNDS 10000 INNER CITY NEIGHBORHOOD ART HOUSE 201 EAST 10TH STREET ERIE PA 16503 PC GENERAL FUNDS 10000 ERIE DAWN 2549 WEST 8TH STREET ERIE PA 16505 PC GENERAL FUNDS 10000 BENEDICTINE SISTERS OF ERIE 6101 EAST LAKE ROAD ERIE PA 16511 PC GENERAL FUNDS 10000 UNITARIAN UNIVERSALIST CONGREGATION OF ERIE 7180 PERRY HIGHWAY ERIE PA 16509 PC GENERAL FUNDS 10000 ERIE PLAYHOUSE 13 EST 10TH STREET ERIE PA 16501 PC GENERAL FUNDS 10000 MERCY CENTER FOR WOMEN 1039 EAST 27TH STREET ERIE PA 16504 PC GENERAL FUNDS 10000 SAFENET PO BOX 1436 ERIE PA 16512 PC GENERAL FUNDS 10000 HAMOT HEALTH FOUNDATION 2 EAST 2ND STREET ERIE PA 16507 PC GENERAL FUNDS 11600 UNITED WAY OF ERIE COUNTY 420 WEST 6TH STREET ERIE PA 16507 PC GENERAL FUNDS 15000 ERIE PHILHARMONIC ORCHESTRA 23 WEST 10TH STREET ERIE PA 16501 PC GENERAL FUNDS 15000 SECOND HARVEST FOOD BANK 1507 GRIMM DRIVE ERIE PA 16502 PC GENERAL FUNDS 20000 EMMAUS MINISTRIES 310 EAST 10TH STREET ERIE PA 16503 PC GENERAL FUNDS 20000 YMCA OF GREATER ERIE 3727 CHERRY STREET ERIE PA 16508 PC GENERAL FUNDS 20000 ST MARTIN CENTER 1701 PARADE STREET ERIE PA 16503 PC GENERAL FUNDS 20000 COMMUNITY SHELTER SERVICES 655 WEST 16TH STREET ERIE PA 16502 PC GENERAL FUNDS 20000 WQLN 8425 PEACH STREET ERIE PA 16509 PC GENERAL FUNDS 25000 FLAGSHIP NIAGARA LEAGUE 150 EAST FRONT STREET ERIE PA 16507 PC GENERAL FUNDS 30000 ERIE HOMES FOR CHILDREN & ADULTS 226 EAST 27TH STREET ERIE PA 16504 PC GENERAL FUNDS 30000 JEFFERSON EDUCATIONAL SOCIETY 3207 STATE STREET ERIE PA 16508 PC GENERAL FUNDS 50000 ERIE ZOOLOGICAL SOCIETY 423 WEST 38TH STREET ERIE PA 16508 PC GENERAL FUNDS 50000 ASBURY WOODS 4105 ASBURY ROAD ERIE PA 16506 PC GENERAL FUNDS 5000 HARBORCREEK YOUTH SERVICES 5712 IROQUOIS AVENUE HARBORCREEK PA 16421 PC GENERAL FUNDS 5000 CRIME VICTIM CENTER 125 WEST 18TH STREET ERIE PA 16501 PC GENERAL FUNDS 5000 BOYS AND GIRLS CLUB OF ERIE 1515 EAST LAKE ROAD ERIE PA 16511 PC GENERAL FUNDS 5000 STAIRWAYS BEHAVIORAL HEALTH 2185 WEST 8TH STREET ERIE PA 16505 PC GENERAL FUNDS 5000 COMMUNITY COUNTRY DAY SCHOOL 5800 OLD ZUCK ROAD ERIE PA 16501 PC GENERAL FUNDS 10000 BAYFRONT MARITIME CENTER 40 HOLLAND STREET ERIE PA 16507 PC GENERAL FUNDS 10000 ST MARY'S HOME OF ERIE 1781 WEST 26TH STREET ERIE PA 16508 PC GENERAL FUNDS 5000 ST JOSEPH HEALTH FOUNDATION 703 MAIN STREET PATERSON NJ 07503 PC GENERAL FUNDS 5000 SARAH REED CHILDREN'S CENTER 2445 WEST 34TH STREET ERIE PA 16506 PC GENERAL FUNDS 5000 EXPERIENCE CHILDREN'S MUSEUM 420 FRENCH STREET ERIE PA 16507 PC GENERAL FUNDS 5000 CHILDREN'S ADVOCACY CENTER 1334 WEST 38TH STREET ERIE PA 16508 PC GENERAL FUNDS 2000 HABITAT FOR HUMANITY 4922 PITTSBURGH AVENUE ERIE PA 16509 PC GENERAL FUNDS 2000 JUNIOR ACHIEVEMENT 4213 STATION ROAD ERIE PA 16563 PC GENERAL FUNDS 2000 BOCA RATON MUSEUM OF ART 501 PLAZA REAL BOCA RATON FL 33432 PC GENERAL FUNDS 2000 DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 21741 PC GENERAL FUNDS 2000 DR GERTRUDE BARBER FOUNDATION 100 BARBER PLACE ERIE PA 16507 PC GENERAL FUNDS 1000 TOM RIDGE ENVIRONMENTAL CENTER 301 PENINSULA DRIVE ERIE PA 16505 PC GENERAL FUNDS 1000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 PC GENERAL FUNDS 1000 AMERICAN LUNG ASSOCIATION 55 WEST WACKER DRIVE SUITE 1150 CHICAGO IL 60601 PC GENERAL FUNDS 1000 HAGEN HISTORY CENTER 356 WEST 6TH STREET ERIE PA 16507 PC GENERAL FUNDS 1000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSNOVILLE FL 32256 PC GENERAL FUNDS 1000 AMERICAN CANCER SOCIETY 2115 WEST 38TH STREET ERIE PA 16509 PC GENERAL FUNDS 1000 EAGLE'S NEST LEADERSHIP CORPORATION 1129 PENNSYLVANIA AVENUE ERIE PA 16503 PC GENERAL FUNDS 5000 BETHESDA LUTHERAN SERVICES 349 WEST 18TH STREET ERIE PA 16502 PC GENERAL FUNDS 5000 SIGHT CENTER OF NW PA 2545 WEST 26TH STREET ERIE PA 16506 PC GENERAL FUNDS 5000 ST GEORGE CHURCH 5145 PEACH STREET ERIE PA 16509 PC GENERAL FUNDS 5000 PENN STATE ERIE - THE BEHREND COLLEGE 4701 COLLEGE DRIVE ERIE PA 16510 PC GENERAL FUNDS 70000 646900 0 14 8876 14 508105 18 28137 0 545118 0 545118 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 1950 1950 0 1950 CHARLES SCHWAB 71985 71985 MORGAN STANLEY 410328 410328 IBM CORPORATION 4367247 4367247 CHARLES SCHWAB 5479726 5479723 MORGAN STANLEY 3977675 3977675 CHARLES SCHWAB AT COST 1556354 1556354 MORGAN STANLEY AT COST 17540 17540 NEW YORK STATE ANNUAL FILING FEE 775 775 0 775 CHECKS 158 158 0 158 INVESTMENT FEES 57 57 0 57 UNREALIZED GAIN ON APPRECIATION OF ASSETS 6041831 FOREIGN TAX PAID ON INVESTMENTS 228 228 0 228