M J SURGALA TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- M J SURGALA TR (EIN 11-6556638)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-28
- IRS object ID
- 202522099349100502
- Schema version
- 2024v5.2
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-28T10:03:28-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251031405 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGILL POWER BELL & ASSOC LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2402 W 8TH STREET | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116556638 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M J SURGALA TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MJSU | BusinessNameControlTxt |
| Phone | 8148384921 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5966 WYNDEMERE DRIVE | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY LINCOLN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8148384921 | PhoneNum |
| Signature | 2025-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER D SALANDRA | PreparerPersonNm |
| PTIN | P00077580 | PTIN |
| Phone | 8144536594 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $23,051,169 | 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 |
| Interest On Sav Rev And Expnss | $11,942 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,942 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11,942 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $548,386 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $548,386 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $548,386 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,654 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $320,805 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,654 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $648,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $648,982 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $560,328 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,139 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,071 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,960 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,766 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $828,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $828,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $926,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,766 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $908,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$277,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $646,216 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $560,328 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $800,123 | CashBOYAmt |
| Cash EOY | $51,248 | CashEOYAmt |
| Cash EOYFMV | $51,248 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,350,781 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,999,921 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,999,921 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $19,150,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,051,169 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,051,169 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,150,904 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,051,169 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,150,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,051,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,150,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,051,169 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,150,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$277,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,178,093 | OtherIncreasesAmt |
| Subtotal | $23,051,169 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,051,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB ST COVERED | 2024-01-01 | 2024-12-31 | $79,347 | $87,057 | -$7,710 | -$7,710 |
| CHARLES SCHWAB LT COVERED | 2024-01-01 | 2024-12-31 | $49,908 | $84,625 | -$34,717 | -$34,717 |
| MORGAN STANLEY LT COVERED | 2024-01-01 | 2024-12-31 | $16,494 | $31,717 | -$15,223 | -$15,223 |
| MORGAN STANLEY LT NONCOVERED | 2024-01-01 | 2024-12-31 | $175,056 | $28,752 | $146,304 | $146,304 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,654 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,710 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,982 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,982 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,982 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,520 | 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 | $7,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $276 | EsPenaltyAmt |
| Tax Due | $1,738 | 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 | Yes (1) | 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 | MARY LINCOLN | IndividualWithBooksNm |
| Phone | 8148384921 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5699 WYNDEMERE DRIVE | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY LINCOLN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5966 WYNDEMERE DRIVE | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $80,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $21,172,468 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $366,162 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,538,630 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,538,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $323,079 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,215,551 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,060,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,060,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,982 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,982 | TotalTaxAmt |
| Distributable Before Adj | $1,051,796 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,051,796 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,051,796 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $908,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $908,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,051,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $870,325 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Total For Prior Years | $8,398 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $908,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $870,325 | AppliedToYear1Amt |
| Applied To Prior Years | $8,398 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,127 | 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 | $1,021,669 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY LINCOLN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5966 WYNDEMERE DRIVE | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8148384921 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT THE TRUSTEE FOR INFORMATION ON SUBMITTING APPLICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | GENERAL FUNDS | $1,000 |
| AMERICAN LUNG ASSOCIATION | ||||||
| 539 SILVER SLIPPER LN A | TALLAHASSEE | FL | 32303 | PC | GENERAL FUNDS | $1,000 |
| ASBURY WOODS | ||||||
| 4105 ASBURY ROAD | ERIE | PA | 16506 | PC | GENERAL FUNDS | $5,000 |
| BAYFRONT MARITIME CENTER | ||||||
| 40 HOLLAND ST | ERIE | PA | 16507 | PC | GENERAL FUND | $11,000 |
| BOCA RATON MUSEUM OF ART | ||||||
| 501 PLAZA REAL | BOCA RATON | FL | 33432 | PC | GENERAL FUNDS | $17,600 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | ||||||
| 800 MEADOWS DRIVE | BOCA RATON | FL | 33486 | PC | GENERAL FUNDS | $2,500 |
| BOYS & GIRLS CLUB OF ERIE INC | ||||||
| 1515 E LAKE RD | ERIE | PA | 16511 | PC | GENERAL FUNDS | $15,000 |
| CRIME VICTIM CENTER | ||||||
| 125 W 8TH ST | ERIE | PA | 16501 | PC | GENERAL FUNDS | $5,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | PC | GENERAL FUNDS | $2,000 |
| DR GERTRUDE BARBER FOUNDATION | ||||||
| 100 BARBER PLACE | ERIE | PA | 16507 | PC | GENERAL FUNDS | $2,000 |
| EMMAUS MINISTRIES | ||||||
| 345 EAST 9TH STREET | ERIE | PA | 16503 | PC | GENERAL FUNDS | $30,000 |
| ERIE CANCER WELLNESS CENTER | ||||||
| 2212 W 12TH ST UNIT 104 | ERIE | PA | 16505 | PC | GENERAL FUNDS | $5,000 |
| ERIE CITY MISSION | ||||||
| 1017 STATE STREET | ERIE | PA | 16501 | PC | GENERAL FUNDS | $50,000 |
| ERIE DAWN | ||||||
| 2549 WEST 8TH STREET | ERIE | PA | 16505 | PC | GENERAL FUNDS | $10,000 |
| ERIE DOWNTOWN PARTNERSHIP | ||||||
| 140 E 5TH ST | ERIE | PA | 16501 | PC | GENERAL FUNDS | $5,000 |
| ERIE HOMES FOR CHILDREN & ADULTS | ||||||
| 226 EAST 27TH STREET | ERIE | PA | 16504 | PC | GENERAL FUNDS | $50,000 |
| ERIE PLAYHOUSE | ||||||
| 13 EST 10TH STREET | ERIE | PA | 16501 | PC | GENERAL FUNDS | $10,000 |
| ERIE YACHT CLUB FOUNDATION | ||||||
| 1 RAVINE DRIVE | ERIE | PA | 16505 | PC | GENERAL FUNDS | $250 |
| EXPERIENCE CHILDREN'S MUSEUM | ||||||
| 420 FRENCH STREET | ERIE | PA | 16507 | PC | GENERAL FUNDS | $20,000 |
| FLAGSHIP NIAGARA LEAGUE | ||||||
| 150 EAST FRONT STREET | ERIE | PA | 16507 | PC | GENERAL FUNDS | $8,000 |
| FAMILY SERVICES OF NW PA | ||||||
| 5100 PEACH ST | ERIE | PA | 16509 | PC | GENERAL FUNDS | $25,000 |
| HAGEN HISTORY CENTER | ||||||
| 356 WEST 6TH STREET | ERIE | PA | 16507 | PC | GENERAL FUNDS | $5,200 |
| HAMOT HEALTH FOUNDATION | ||||||
| 2 EAST 2ND STREET | ERIE | PA | 16507 | PC | GENERAL FUNDS | $15,500 |
| HARBORCREEK YOUTH SERVICES | ||||||
| 5712 IROQUOIS AVE | HARBORCREEK | PA | 16421 | PC | GENERAL FUNDS | $2,000 |
| HARVARD DIVINITY SCHOOL | ||||||
| 45 FRANCIS AVE | CAMBRIDGE | MA | 02138 | PC | GENERAL FUNDS | $1,000 |
| HOUSE OF MERCY ERIE | ||||||
| 2005 WOODLAWN AVE | ERIE | PA | 16510 | PC | GENERAL FUNDS | $5,000 |
| INNER CITY NEIGHBORHOOD ART HOUSE | ||||||
| 201 EAST 10TH STREET | ERIE | PA | 16503 | PC | GENERAL FUNDS | $25,000 |
| INNOCENCE PROJECT | ||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | PC | GENERAL FUNDS | $25,000 |
| JEFFERSON EDUCATIONAL SOCIETY | ||||||
| 3207 STATE STREET | ERIE | PA | 16508 | PC | GENERAL FUNDS | $100,000 |
| JULIA HOSPICE & PALLIATIVE CARE | ||||||
| 4906 RICHMOND ST | ERIE | PA | 16509 | PC | GENERAL FUNDS | $20,000 |
| MEALS ON WHEELS ERIE | ||||||
| 4408 PEACH ST 102 | ERIE | PA | 16509 | PC | GENERAL FUNDS | $5,000 |
| MERCY CENTER FOR WOMEN | ||||||
| 1039 EAST 27TH STREET | ERIE | PA | 16504 | PC | GENERAL FUNDS | $10,000 |
| MERCYHURST INSTITUTE OF ARTS & CULTURE | ||||||
| 501 E 38TH STREET | ERIE | PA | 16546 | PC | GENERAL FUNDS | $2,500 |
| MOUNT ST BENEDICT MONASTERY | ||||||
| 6101 EAST LAKE STREET | ERIE | PA | 16511 | PC | GENERAL FUNDS | $50,000 |
| SAFENET | ||||||
| PO BOX 1436 | ERIE | PA | 16512 | PC | GENERAL FUNDS | $5,000 |
| SALVATION ARMY | ||||||
| 1209 SASSAFRAS STREET | ERIE | PA | 16502 | PC | GENERAL FUNDS | $5,000 |
| SARAH A REED CHILDREN'S CENTER | ||||||
| 2445 W 34TH ST | ERIE | PA | 16506 | PC | GENERAL FUNDS | $10,000 |
| SECOND HARVEST FOOD BANK | ||||||
| 1507 GRIMM DRIVE | ERIE | PA | 16502 | PC | GENERAL FUNDS | $50,000 |
| ST LUCY CATHOLIC CHURCH | ||||||
| 3510 S OCEAN BLVD | HIGHLAND BEACH | FL | 33487 | PC | GENERAL FUNDS | $300 |
| ST JOSEPH HEALTH FOUNDATION | ||||||
| 661 MAIN ST | PATERSON | NJ | 07503 | PC | GENERAL FUNDS | $20,000 |
| ST MARTIN CENTER | ||||||
| 1701 PARADE ST | ERIE | PA | 16503 | PC | GENERAL FUNDS | $5,000 |
| ST PAULS FREE CLINIC | ||||||
| 1608 WALNUT STREET | ERIE | PA | 16502 | PC | GENERAL FUNDS | $15,000 |
| THE SIGHT CENTER OF NORTHWEST OHIO | ||||||
| 1002 GARDEN LAKE PKWY | TOLEDO | OH | 43614 | PC | GENERAL FUNDS | $10,000 |
| THE UPPER ROOM OF ERIE | ||||||
| 1024 PEACH ST | ERIE | PA | 16501 | PC | GENERAL FUNDS | $10,000 |
| UNITARIAN UNIVERSALIST CHURCH OF GIRARD | ||||||
| 107 MYRTLE STREET | GIRARD | PA | 16417 | PC | GENERAL FUNDS | $50,000 |
| UNITARIAN UNIVERSALIST CONGREGATION OF ERIE | ||||||
| 7180 PERRY HIGHWAY | ERIE | PA | 16509 | PC | GENERAL FUNDS | $15,000 |
| UNITED WAY OF ERIE COUNTY | ||||||
| 420 WEST 6TH STREET | ERIE | PA | 16507 | PC | GENERAL FUNDS | $55,000 |
| WQLN | ||||||
| 8425 PEACH STREET | ERIE | PA | 16509 | PC | GENERAL FUNDS | $7,000 |
| ERIE ARTS & CULTURE | ||||||
| 419 STATE ST | ERIE | PA | 16507 | PC | GENERAL FUNDS | $5,000 |
| CHILDREN'S ADVOCACY CENTER | ||||||
| WEST 16508 1334 W 38TH ST | ERIE | PA | 16508 | PC | GENERAL FUNDS | $5,000 |
| ERIE PHILHARMONIC | ||||||
| 23 W 10TH STREET SUITE 3 | ERIE | PA | 16501 | PC | GENERAL FUNDS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $828,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,942 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $548,386 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $88,654 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $648,982 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $648,982 | TotalIncomeProducingActyAmt |
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 | ACCOUNTANTS FEES | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942 AND TREASURY REGULATION 53.4942(A)-3(C)(2), M J SURGALA TR HEREBY ELECTS TO APPLY A PORTION OF THE QUALIFYING DISTRIBUTIONS MADE DURING THE TAX YEAR ENDED12/31/2024 TO SATISFY UNDISTRIBUTED INCOME FROM ONE OR MORE PRIOR TAX YEARS, AS PERMITTED.THE FOLLOWING DETAILS APPLY TO THIS ELECTION:TOTAL QUALIFYING DISTRIBUTIONS MADE IN THE CURRENT TAX YEAR: $908,850AMOUNT OF DISTRIBUTIONS APPLIED TO UNDISTRIBUTED INCOME OF PRIOR YEARS: $8,398TAX YEARS TO WHICH THE DISTRIBUTIONS ARE BEING APPLIED: 2022 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IBM CORPORATION | $7,697,598 | $7,697,598 |
| CHARLES SCHWAB | $9,761,106 | $9,761,106 |
| MORGAN STANLEY | $5,541,217 | $5,541,217 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RENT EXPENSE | $6,000 | $0 | $0 | $0 |
| INVESTMENT EXPENSES | $16 | $16 | $0 | $0 |
| PO BOX FEE | $305 | $0 | $0 | $0 |
| NY ANNUAL REGISTRATION FEE | $750 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON APPRECIATION OF ASSETS | Desc |
| Amt | $4,178,093 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $8,139 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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