2025-07-28T10:03:28-05:00 2024-12-31 251031405 MCGILL POWER BELL & ASSOC LLP 2402 W 8TH STREET ERIE PA 16505 990PF 2024-01-01 116556638 M J SURGALA TR MJSU 8148384921 5966 WYNDEMERE DRIVE ERIE PA 16505 MARY LINCOLN EXECUTIVE DIRECTOR 8148384921 2025-07-21 1 0 CHRISTOPHER D SALANDRA P00077580 8144536594 2024 2025-03-06 01:10:19Z X 23051169 X X 11942 11942 11942 548386 548386 548386 88654 320805 88654 648982 648982 560328 80000 0 0 80000 2750 2750 0 0 8139 0 0 0 7071 16 0 0 97960 2766 0 80000 828850 828850 926810 2766 0 908850 -277828 646216 560328 800123 51248 51248 18350781 22999921 22999921 19150904 23051169 23051169 0 0 X 19150904 23051169 19150904 23051169 19150904 23051169 19150904 -277828 4178093 23051169 0 23051169 CHARLES SCHWAB ST COVERED 2024-01-01 2024-12-31 79347 87057 -7710 -7710 CHARLES SCHWAB LT COVERED 2024-01-01 2024-12-31 49908 84625 -34717 -34717 MORGAN STANLEY LT COVERED 2024-01-01 2024-12-31 16494 31717 -15223 -15223 MORGAN STANLEY LT NONCOVERED 2024-01-01 2024-12-31 175056 28752 146304 146304 88654 -7710 8982 0 8982 0 8982 7520 0 0 0 7520 276 1738 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 21172468 366162 0 21538630 0 0 21538630 323079 21215551 1060778 1060778 8982 8982 1051796 0 1051796 0 1051796 908850 0 908850 1051796 870325 2022 8398 0 908850 870325 8398 0 30127 0 0 0 0 0 0 0 0 1021669 0 0 0 MARY LINCOLN 5966 WYNDEMERE DRIVE ERIE PA 16505 8148384921 CONTACT THE TRUSTEE FOR INFORMATION ON SUBMITTING APPLICATIONS NONE NONE AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 PC GENERAL FUNDS 1000 AMERICAN LUNG ASSOCIATION 539 SILVER SLIPPER LN A TALLAHASSEE FL 32303 PC GENERAL FUNDS 1000 ASBURY WOODS 4105 ASBURY ROAD ERIE PA 16506 PC GENERAL FUNDS 5000 BAYFRONT MARITIME CENTER 40 HOLLAND ST ERIE PA 16507 PC GENERAL FUND 11000 BOCA RATON MUSEUM OF ART 501 PLAZA REAL BOCA RATON FL 33432 PC GENERAL FUNDS 17600 BOCA RATON REGIONAL HOSPITAL FOUNDATION 800 MEADOWS DRIVE BOCA RATON FL 33486 PC GENERAL FUNDS 2500 BOYS & GIRLS CLUB OF ERIE INC 1515 E LAKE RD ERIE PA 16511 PC GENERAL FUNDS 15000 CRIME VICTIM CENTER 125 W 8TH ST ERIE PA 16501 PC GENERAL FUNDS 5000 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 2000 EMMAUS MINISTRIES 345 EAST 9TH STREET ERIE PA 16503 PC GENERAL FUNDS 30000 ERIE CANCER WELLNESS CENTER 2212 W 12TH ST UNIT 104 ERIE PA 16505 PC GENERAL FUNDS 5000 ERIE CITY MISSION 1017 STATE STREET ERIE PA 16501 PC GENERAL FUNDS 50000 ERIE DAWN 2549 WEST 8TH STREET ERIE PA 16505 PC GENERAL FUNDS 10000 ERIE DOWNTOWN PARTNERSHIP 140 E 5TH ST ERIE PA 16501 PC GENERAL FUNDS 5000 ERIE HOMES FOR CHILDREN & ADULTS 226 EAST 27TH STREET ERIE PA 16504 PC GENERAL FUNDS 50000 ERIE PLAYHOUSE 13 EST 10TH STREET ERIE PA 16501 PC GENERAL FUNDS 10000 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 20000 FLAGSHIP NIAGARA LEAGUE 150 EAST FRONT STREET ERIE PA 16507 PC GENERAL FUNDS 8000 FAMILY SERVICES OF NW PA 5100 PEACH ST ERIE PA 16509 PC GENERAL FUNDS 25000 HAGEN HISTORY CENTER 356 WEST 6TH STREET ERIE PA 16507 PC GENERAL FUNDS 5200 HAMOT HEALTH FOUNDATION 2 EAST 2ND STREET ERIE PA 16507 PC GENERAL FUNDS 15500 HARBORCREEK YOUTH SERVICES 5712 IROQUOIS AVE HARBORCREEK PA 16421 PC GENERAL FUNDS 2000 HARVARD DIVINITY SCHOOL 45 FRANCIS AVE CAMBRIDGE MA 02138 PC GENERAL FUNDS 1000 HOUSE OF MERCY ERIE 2005 WOODLAWN AVE ERIE PA 16510 PC GENERAL FUNDS 5000 INNER CITY NEIGHBORHOOD ART HOUSE 201 EAST 10TH STREET ERIE PA 16503 PC GENERAL FUNDS 25000 INNOCENCE PROJECT 40 WORTH STREET NEW YORK NY 10013 PC GENERAL FUNDS 25000 JEFFERSON EDUCATIONAL SOCIETY 3207 STATE STREET ERIE PA 16508 PC GENERAL FUNDS 100000 JULIA HOSPICE & PALLIATIVE CARE 4906 RICHMOND ST ERIE PA 16509 PC GENERAL FUNDS 20000 MEALS ON WHEELS ERIE 4408 PEACH ST 102 ERIE PA 16509 PC GENERAL FUNDS 5000 MERCY CENTER FOR WOMEN 1039 EAST 27TH STREET ERIE PA 16504 PC GENERAL FUNDS 10000 MERCYHURST INSTITUTE OF ARTS & CULTURE 501 E 38TH STREET ERIE PA 16546 PC GENERAL FUNDS 2500 MOUNT ST BENEDICT MONASTERY 6101 EAST LAKE STREET ERIE PA 16511 PC GENERAL FUNDS 50000 SAFENET PO BOX 1436 ERIE PA 16512 PC GENERAL FUNDS 5000 SALVATION ARMY 1209 SASSAFRAS STREET ERIE PA 16502 PC GENERAL FUNDS 5000 SARAH A REED CHILDREN'S CENTER 2445 W 34TH ST ERIE PA 16506 PC GENERAL FUNDS 10000 SECOND HARVEST FOOD BANK 1507 GRIMM DRIVE ERIE PA 16502 PC GENERAL FUNDS 50000 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 20000 ST MARTIN CENTER 1701 PARADE ST ERIE PA 16503 PC GENERAL FUNDS 5000 ST PAULS FREE CLINIC 1608 WALNUT STREET ERIE PA 16502 PC GENERAL FUNDS 15000 THE SIGHT CENTER OF NORTHWEST OHIO 1002 GARDEN LAKE PKWY TOLEDO OH 43614 PC GENERAL FUNDS 10000 THE UPPER ROOM OF ERIE 1024 PEACH ST ERIE PA 16501 PC GENERAL FUNDS 10000 UNITARIAN UNIVERSALIST CHURCH OF GIRARD 107 MYRTLE STREET GIRARD PA 16417 PC GENERAL FUNDS 50000 UNITARIAN UNIVERSALIST CONGREGATION OF ERIE 7180 PERRY HIGHWAY ERIE PA 16509 PC GENERAL FUNDS 15000 UNITED WAY OF ERIE COUNTY 420 WEST 6TH STREET ERIE PA 16507 PC GENERAL FUNDS 55000 WQLN 8425 PEACH STREET ERIE PA 16509 PC GENERAL FUNDS 7000 ERIE ARTS & CULTURE 419 STATE ST ERIE PA 16507 PC GENERAL FUNDS 5000 CHILDREN'S ADVOCACY CENTER WEST 16508 1334 W 38TH ST ERIE PA 16508 PC GENERAL FUNDS 5000 ERIE PHILHARMONIC 23 W 10TH STREET SUITE 3 ERIE PA 16501 PC GENERAL FUNDS 20000 828850 0 14 11942 14 548386 18 88654 0 648982 0 648982 0 0 0 0 0 0 0 0 0 0 ACCOUNTANTS FEES 2750 2750 0 0 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 IBM CORPORATION 7697598 7697598 CHARLES SCHWAB 9761106 9761106 MORGAN STANLEY 5541217 5541217 RENT EXPENSE 6000 0 0 0 INVESTMENT EXPENSES 16 16 0 0 PO BOX FEE 305 0 0 0 NY ANNUAL REGISTRATION FEE 750 0 0 0 UNREALIZED LOSS ON APPRECIATION OF ASSETS 4178093 EXCISE TAXES 8139 0 0 0