Nonprofit · EIN 11-6556638
M J SURGALA TR
Also known as LINCOLN MARY TTEE
Tax-exempt · ERIE, PA 16505
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $648,982 | $926,810 | -$277,828 | $23,051,169 | $0 | $23,051,169 |
| December 31, 2023 | 990-PF | $406,592 | $816,226 | -$409,634 | $19,150,904 | $0 | $19,150,904 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $548,386
- Interest
- $11,942
- Net gain from sales of assets
- $88,654
Expenses
- Grants and similar amounts paid
- $828,850
- Compensation of officers, directors and key employees
- $80,000
- Disbursements for charitable purposes
- $908,850
- Excise tax on investment income
- $8,982
Balance sheet and other
- Total assets, start of year
- $19,150,904
- Total assets, end of year
- $23,051,169
- Total liabilities, end of year
- $0
- Net assets, end of year
- $23,051,169
- Fair market value of assets
- $23,051,169
- Qualifying distributions
- $908,850
- Net investment income
- $648,982
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY LINCOLN 5966 WYNDEMERE DRIVE, ERIE, PA 16505 | EXECUTIVE DIRECTOR | 10 | $80,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY LINCOLN 5966 WYNDEMERE DRIVE, ERIE, PA 16505 | EXECUTIVE DIRECTOR | 10 | $80,000 |
Address and contacts
- Address (IRS master file)
- 5966 WYNDEMERE DR, ERIE, PA 16505-5606
- Signed the 990-PF
- MARY LINCOLN, EXECUTIVE DIRECTOR
- Phone
- (814) 838-4921
- Return prepared by
- MCGILL POWER BELL & ASSOC LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 11-6556638
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $23,051,169
- Income (IRS master file)
- $881,133
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $648,982 | $926,810 | $23,051,169 | XML |
| 990-PF | December 2023 | $406,592 | $816,226 | $19,150,904 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-6556638).
Questions about M J SURGALA TR
- What is the EIN of M J SURGALA TR?
- The employer identification number (EIN) of M J SURGALA TR is 11-6556638.
- Is M J SURGALA TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to M J SURGALA TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does M J SURGALA TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of M J SURGALA TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did M J SURGALA TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of M J SURGALA TR?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $80,000 (MARY LINCOLN, EXECUTIVE DIRECTOR).
- How much revenue does M J SURGALA TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $648,982, expenses of $926,810 and total assets of $23,051,169 at year end.
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