2020-10-22T06:40:56-05:00 2019-12-31 260001555 FELIX & GLOEKLER PC 2306 PENINSULA DRIVE ERIE PA 16506 990PF 2019-01-01 116556638 M J SURGALA TRUST MJSU 8148384921 5966 WYNDEMERE DRIVE ERIE PA 16505 MARY LINCOLN TRUSTEE / EXEC DIR 8148384921 2020-10-19 1 DAVID M LASTOWSKI CPA P00263646 8148386095 70.63.61.222 2020-10-19 09:44:29 ED P AA1518D327ED72DF8BBBC1FAF2258C7E0A0C545D EB243F4A70E8D76334839A97061F6177C0D4DD1E 2019 2021-04-22 16:20:28Z X 15696205 X X 13191 13191 512657 512657 2638 165846 2638 528486 528486 80000 80000 80000 241 241 241 6000 6000 6000 750 750 750 86991 86991 86991 616551 616551 703542 86991 703542 -175056 441495 901801 77627 776927 8771682 9331968 13115048 385902 434166 521624 997072 1067640 1282606 11056457 10911401 15696205 200000 230000 200000 230000 X 10856457 10681401 10856457 10681401 11056457 10911401 10856457 -175056 0 10681401 0 10681401 FREEPORT MCMORAN 2016-09-01 2019-04-01 9165 24876 -15711 -15711 HANESBRANDS INC 2016-09-15 2019-08-28 13565 24398 -10833 -10833 ISHARES PREFERRED INCOME SEC 2014-12-16 2019-07-18 26007 27467 -1460 -1460 LAMB WESTON HOLDINGS INC 2011-10-14 2019-10-09 5084 1166 3918 3918 WILLIAMS COMPANIES 2017-09-01 2019-09-28 13999 16463 -2464 -2464 JEFFERIES FINANCIAL 2008-03-25 2019-04-01 9605 21910 -12305 -12305 LAMB WESTON HOLDINGS INC 2009-01-26 2019-10-09 25419 4044 21375 21375 NUCOR CORP 2008-05-23 2019-08-28 14185 21455 -7270 -7270 PROCTOR & GAMBEL 2009-08-05 2019-10-09 48759 21367 27392 27392 WABTEC CORP 2019-02-25 2019-02-26 58 62 -4 -4 2638 0 769029 15202894 0.050584 687364 15563619 0.044165 576362 14586571 0.039513 1036664 15017678 0.069030 959598 16344603 0.058710 0.262002 0.052400 15245236 798850 4415 803265 783542 8830 0 8830 0 8830 12997 0 0 12997 0 4167 4167 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 14363545 1113852 0 15477397 0 0 15477397 232161 15245236 762262 762262 8830 8830 753432 0 753432 0 753432 703542 0 80000 783542 0 783542 753432 726317 0 0 783542 726317 0 0 57225 0 0 0 0 0 0 0 0 696207 0 0 0 MARY LINCOLN TRUSTEE 5966 WYNDEMERE DRIVE ERIE PA 16505 8148684921 CONTACT THE TRUSTEE FOR INFORMATION ON SUBMITTING APPLICATIONS NONE NONE ACHIEVEMENT CENTER 4950 WEST 23 STREET ERIE PA 16506 PC Serving more than 3,100 children each year, the Achievement Center helps children and young adults to maximize their potential. 2000 AMERICAN CANCER SOCIETY 2115 WEST 38 STREET ERIE PA 16509 PC PROVIDES ASSISTANCE TO INDIVIDUALS WITH CANCER 2000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 PC RESEARCH AND TREATMENT OF HEART DISEASE 2000 AMERICANS FOR THE COMPETITIVE ENTERPRISE SYSTEM 1001 STATE STREET ERIE PA 16501 PC PROMOTES FREE ENTERPRISE ECONOMIC SYSTEM TO STUDENTS 2000 BAYFRONT MARITIME CENTER 40 HOLLAND STREET ERIE PA 16507 PC Erie Maritime Foundation DBA Bayfront Maritime Center is a 501 (c)(3) community based nonprofit organization which focuses on maritime education. Sailing, boat building, rowing, paddling, adaptive sailing, STEM (Science, Technology, Engineering and Math) curriculum, and maritime career. 10000 BETHESDA LUTHERAN SERVICES 349 WEST 18TH STREET ERIE PA 16502 PC Bethesda Lutheran Services, works to provide promising futures for children, youth, and families through individualized mental and behavioral health services provided in a residential, school or community setting. 5000 BENEDICTINE SISTERS OF ERIE 6101 EAST LAKE ROAD ERIE PA 16511 PC A RELIGIOUS COMMUNITY OF WOMEN THAT WORKS IN CREATIVE WAYS TO MEET THE SOCIAL NEEDS AROUND THEM 10000 BOCA RATON MUSEUM OF ART 501 PLAZA REAL BOCA RATON FL 33432 PC MAINTAINS ART EXHIBITIONS AND PROVIDES EDUCATIONAL PROGRAMS IN ALL ASPECTS OF ART 6275 BOCA RATON REGIONAL HOSPITAL FOUNDATION 800 MEADOWS DRIVE BOCA RATON FL 33486 PC HOSPITAL PROVIDING COMMUNITY HEALTH CARE SERVICES 2500 CRIME VICTIMS CENTER 125 WEST 18 STREET ERIE PA 16501 PC Assists victims of crimes with counseling and legal assistance to seek recovery 2000 CHILDREN'S ADVOCACY CENTER 1334 WEST 38 STREET ERIE PA 16508 PC The Children's Advocacy Center's every action is focused on the well-being of each child we serve. Now, perhaps more than ever, we must all play a role in keeping our children safe in our homes, in our neighborhoods, in our communities. 1000 COMMUNITY COUNTRY DAY SCHOOL 5800 OLD ZUCK ROAD ERIE PA 16501 PC EDUCATED CHILDREN IN GRADES 1 THROUGH 12 WITH GUIDANCE AND SUPPORT 10000 COMMUNITY HEALTH NET 1202 STATE STREET ERIE PA 16501 PC Community Health Net offers a range of healthcare services for newborn through geriatric patients, regardless of your ability to pay. We are all part of this community. And we all deserve quality healthcare. No matter our age, race or income. That is why Community Health Net is here. To provide everyday people with extraordinary care. 20000 DR GERTRUDE BARBER FOUNDATION 100 BARBER PLACE ERIE PA 16507 PC EDUCATIONAL SUPPORT TO CHILDREN WITH DISABILITIES AND MENTAL HEALTH NEEDS 600 EMMAUS MINISTRIES 310 EAST 10TH STREET ERIE PA 16503 PC PROVIDES MEALS AND SHELTER TO THE HOMELESS 10000 ERIE ART MUSEUM 417 STATE STREET ERIE PA 16501 PC PROVIDES A MUSEUM FOR ART EXHIBITION AND EDUCATION 5000 ERIE CITY MISSION 1017 STATE STREET ERIE PA 16501 PC ASSISTS THE HOMELESS AND THOSE STRUGGLING WITH ADDITION 10000 ERIE COUNTY HISTORICAL SOCIETY 356 WEST 6 STREET ERIE PA 16507 PC The Erie County Historical Society/Hagen History Center engages and inspires a diverse audience by exhibiting links to the past, understanding the present and guidance for the future, while preserving he history of Erie County, Northwestern Pennsylvania and our national heritage. 1500 ERIE DAWN 2549 WEST 8TH STREET ERIE PA 16505 PC ASSISTS HOMELESS WOMEN WITH COUNSELING AND SUPPORTIVE SERVICES 10000 ERIE HOMES FOR CHILDREN AND ADULTS 226 EAST 27TH STREET ERIE PA 16504 PC PROVIDES HOUSING AND SUPPORTIVE CARE TO INDIVIDUALS WITH DISABILITIES 10000 ERIE PHILHARMONIC ORCHESTRA 23 WEST 10TH STREET ERIE PA 16501 PC SUPPORTS AND OPERATES A SYMPHONIC ORCHESTRA IN THE REGION 16050 ERIE PLAYHOUSE 13 WEST 10TH STREET ERIE PA 16501 PC PROVIDES A COMMUNITY THEATRE AND EDUCATION IN THE THEATRE ARTS 12000 ERIE REGIONAL LIBRARY FOUNDATION 16 BLASCO STREET ERIE PA 16507 PC The Erie Regional Library Foundation supports the needs of the Erie County Public Library. We provide funding for dynamic new projects that keep our libraries creative, flexible, and ready to serve. We also help build and refurbish our library buildings. 50000 ERIE ZOOLOGICAL SOCIETY 423 WEST 38TH STREET ERIE PA 16508 PC OPERATES A ZOOLOGICAL PARK THAT PROVIDES EDUCATIONAL AND RECREATIONAL ACTIVITIES THAT FOSTER A GREATER SENSE OF AWARENESS, STEWARDSHIP AND CONSERVATION OF ANIMALS AND PLANTS. 53620 EXPERIENCE CHILDREN'S MUSEUM 420 FRENCH STREET ERIE PA 16507 PC Provides a safe, family-centered educational experience that inspires creativity, exploration and imagination through play, interactive exhibits and innovative programming. 5000 FLAGSHIP NIAGARA LEAGUE 150 EAST FRONT STREET ERIE PA 16507 PC WORKS TO PROMOTE PRESERVATION OF THE FLAGSHIP NIAGARA 30450 HABITAT FOR HUMANITY 4922 PITTSBURGH AVENUE ERIE PA 16509 PC The Greater Erie Area Habitat for Humanity provides the opportunity for families to partner with us to make their dream of safe, decent homeownership come true. 5000 HAMOT HEALTH FOUNDATION 2 EAST 2ND STREET ERIE PA 16507 PC Dave - 10/15/20 01:08PM Worksheet Private Foundation 10000 HARBORCREEK YOUTH SERVICES 5712 IROQUOIS AVE HARBORCREEK PA 16421 PC Provides a range of residential and in-home services to children and their families. 2000 HELPING HANDS 541 CAMBRIDGE STREET BOSTON MA 02134 PC Helping Hands and our monkey helpers have given recipients the priceless gifts of greater independence, companionship, and hope. 10000 INNER CITY ART HOUSE 201 EAST 10TH STREET ERIE PA 16503 PC PROVIDES ART EDUCATION AND SUPPORT TO INNER CITY YOUTH 10000 INNOCENSE PROJECT 40 WORTH STREET NEW YORK NY 10013 PC EXONERATING WRONGFULLY CONVICTED THROUGH DNA TESTING 10000 JEFFERSON EDUCATIONAL SOCIETY 3207 STATE STREET ERIE PA 16508 PC The Society offers courses, seminars, and lectures which explain the central ideas that have formed the past, assist in exploring the present, and offer guidance to enhance the civic future of the Erie Region. 51000 MECA 2709 LEGION ROAD ERIE PA 16506 PC SOCIAL SERVICE AGENCY SERVING VETERANS AND ELDERLY WITH VARIOUS PROGRAMS. 1000 MARCH OF DIMES 1131 WEST 38 STREET ERIE PA 16508 PC AdvocateS for policies that prioritize the health of moms and babies and supports radical improvements to the care they receive. 1000 MERCY CENTER FOR WOMEN 1039 EAST 27TH STREET ERIE PA 16504 PC PROVIDES SUPPORTIVE SERVICES TO WOMEN IN NEED 10000 MERCYHURST INSTITUTE FOR ARTS AND CULTURE 501 EAST 38TH STREET ERIE PA 16546 PC UNIVERSITY PROVIDING EDUCATIONAL OPPORTUNITIES IN THE ARTS AND CULTURE 3056 PERSEUS HOUSE 1511 PEACH STREET ERIE PA 16501 PC Perseus House provides a variety of residential, educational programs and resources for school-aged youth in the Erie community and across Pennsylvania 5000 PENN STATE ERIE - THE BEHREND COLLEGE 4701 COLLEGE DRIVE ERIE PA 16510 PC ACCREDITED COLLEGE 70000 PUBLIC BROADCASTING OF NW PA 8425 PEACH STREET ERIE PA 16509 PC PUBLIC TELEVISION AND RADIO STATION 10000 SAFENET PO BOX 1436 ERIE PA 16512 PC ASSISTANCE TO INDIVIDUALS SUFFERING FROM DOMESTIC ABUSE 11000 SALVATION ARMY 1209 SASSAFRAS SREEET ERIE PA 16502 PC Dave - 10/15/20 01:10PM Worksheet Private Foundation 5000 SECOND HARVEST FOOD BANK 1507 GRIMM DRIVE ERIE PA 16502 PC Dave - 10/15/20 01:28PM Worksheet Private Foundation 10000 SHRINERS HOSPITALS FOR CHILDREN 1645 WEST 8TH STREET ERIE PA 16505 PC PROVIDES FREE MEDICAL CARE TO CHILDREN WITH DISABILITIES 10000 STAIRWAYS BEHAVORIAL HEALTH 2185 WEST 8TH STREET ERIE PA 16505 PC SERVING MENTAL HEALTH CARE NEEDS AT ANY STAGE OF LIFE 2000 ST PAUL'S FREE CLINIC 1608 WALNUT STREET ERIE PA 16502 PC PROVIDES MEDICAL CARE TO LOW INCOME INDIVIDUALS 10000 THE SIGHT CENTER OF NW PENNSYLVANIA 2545 WEST 26 STREET ERIE PA 16506 PC PROVIDES SERVICES TO PREVENT BLINDNESS, RESTORE VISION AND SPECIALIZED SUPPORT SERVICES. 5000 THE UPPER ROOM 1024 PEACH STREET ERIE PA 16501 PC DAYTIME HOMELESS SHELTER PROVIDING MEALS, SOCIALIZATION, COUNSELING AND THERAPY 5000 TOM RIDGE ENVIRONMENTAL CENTER 301 PENINSULA DRIVE ERIE PA 16505 PC EDUCATIONAL CENTER DEDICATED TO TEACHING VISITORS ABOUT THE UNIQUE 3,200 ACRES OF PRESQUE ISLE STATE PARK. 1000 UNITARIAN UNIVERSALIST CONGREGATION OF ERIE 7180 PERRY HIGHWAY ERIE PA 16509 PC RECOGNIZED RELIGIOUS ORGANIZATION IN ERIE PA 10000 UNITARIAN UNIVERSALIST CONGREGATION OF GIRARD 107 MYRTLE STREET GIRARD PA 16417 PC RECOGNIZED RELIGIOUS ORGANIZATION IN GIRARD PA 5000 UNITED WAY OF ERIE COUNTY 420 WEST 6TH STREET ERIE PA 16507 PC PROVIDES ASSISTANCE TO SOCIAL SERVICE ORGANIZATIONS IN THE ERIE AREA 15000 YMCA OF GREATER ERIE 3727 CHERRY STREET ERIE PA 16508 PC SUPPORT OF THE TEEN ACTIVITIES PROGRAM 20000 YOUNG PEOPLES CHORUS OF ERIE PENN STATE ERIE - BEHREND COLLEGE ERIE PA 16510 PC OFFERS MUSIC INSTRUCTION TO CHILDREN REGARDLESS OF THEIR SOCIOECONOMIC BACKGROUND 20000 ST LUCY CATHOLIC CHURCH 3510 S OCEAN BLVD HIGHLAND BEACH FL 33487 PC CATHOLIC CHURCH 500 616551 PENN STATE ERIE - THE BEHREND COLLEGE 4701 COLLEGE DRIVE ERIE PA 16510 PC ESTABLISHMENT OF A BIO RESEARCH CENTER ON CAMPUS 80000 80000 900001 18 13191 900001 18 512657 900001 18 2638 0 528486 0 528486 0 0 0 0 0 0 0 0 0 0 AMOUNTS SET ASIDE FOR SPECIFIC CHARITABLE PROJECTS FOR PENN STATE ERIE - THE BEHREND COLLEGE. THE SET ASIDE AMOUNTS WILL BE PAID AS FOLLOWS: 2020 2021 2022 2023PENN STATE - BEHREND COLLEGE 20,000 20,000 20,000 20,000 CHARLES SCHWAB & CO 66210 70804 MORGAN STANLEY 367956 450820 IBM CORPPORATION 3944779 4651457 CHARLES SCHWAB & CO 2250156 4406415 MORGAN STANLEY 3137033 4057176 MORGAN STANLEY AT COST 15890 17560 CHARLES SCHWAB & CO AT COST 28765 42240 CHARLES SCHWAB & CO AT COST 1022985 1222806 NEW YORK STATE REQISTRATION FEE 750 750 750 FOREIGN TAXES - CS 241 241 241