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Nonprofit · EIN 61-1733092

SURGO FOUNDATION US

Tax-exempt · NEW YORK, NY 10010

Financials

$419K$2.8M2023$346K$5.6M2024$17.7M$8.8M2025
Revenue Expenses · by fiscal year end
Financials of SURGO FOUNDATION US by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$17,660,499$8,781,616$8,878,883$122,407,531$8,607$122,398,924
December 31, 2024990-PF$346,084$5,645,115-$5,299,031$91,501,790$7,902$91,493,888
December 31, 2023990-PF (amended)$418,517$2,849,645-$2,431,128$72,100,276$45,650$72,054,626
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$17,500,000
Dividends
$160,490
Interest
$9

Expenses

Grants and similar amounts paid
$8,764,576
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$8,780,911
Excise tax on investment income
$2,231

Balance sheet and other

Total assets, start of year
$91,501,790
Total assets, end of year
$122,407,531
Total liabilities, end of year
$8,607
Net assets, end of year
$122,398,924
Fair market value of assets
$122,407,531
Qualifying distributions
$8,780,911
Net investment income
$160,499

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
CARL HAARMANN
920 BROADWAY 9TH FLOOR, NEW YORK, NY 10010
TRUSTEE1$0
MALA GAONKAR
920 BROADWAY 9TH FLOOR, NEW YORK, NY 10010
TRUSTEE4$0
LUCAS HAARMANN
920 BROADWAY 9TH FLOOR, NEW YORK, NY 10010
TRUSTEE (BEGAN MAY 2025)1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
CARL HAARMAN
C/O WITHERS LLP 20 OLD BAILEY, LONDON, EC4M 7AN, UK
TRUSTEE1$0
MALA GAONKAR
C/O WITHERS LLP 20 OLD BAILEY, LONDON, EC4M 7AN, UK
TRUSTEE5$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
CARL HAARMANN
C/O WITHERS LLP 20 OLD BAILEY, LONDON, EC4M 7AN, UK
TRUSTEE2$0
MALA GAONKAR
C/O WITHERS LLP 20 OLD BAILEY, LONDON, EC4M 7AN, UK
TRUSTEE5$0
MALCOLM GLADWELL
C/O WITHERS LLP 20 OLD BAILEY, LONDON, EC4M 7AN, UK
TRUSTEE0.01$0
EMMANUEL ROMAN
C/O WITHERS LLP 20 OLD BAILEY, LONDON, EC4M 7AN, UK
TRUSTEE0.01$0
KATHERINE GAMLIN
C/O SUROCAP PARTNERS LP 920, BROADWAY 9TH FLOOR, NEW YORK, NY 10010
OFFICER3$0

Address and contacts

Address (IRS master file)
920 BROADWAY 9TH FLOOR, NEW YORK, NY 10010-8009
In care of
% OCORIAN
Signed the 990-PF
MALA GAONKAR, TRUSTEE
Phone
(646) 265-9840
Return prepared by
PKF O'CONNOR DAVIES ADVISORY LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
61-1733092
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
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$122,407,531
Income (IRS master file)
$17,660,499

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$17,660,499$8,781,616$122,407,531IRS
990-PFDecember 2024$346,084$5,645,115$91,501,790XML
990-PFDecember 2023$418,517$2,849,645$72,100,276XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 61-1733092).

Questions about SURGO FOUNDATION US

What is the EIN of SURGO FOUNDATION US?
The employer identification number (EIN) of SURGO FOUNDATION US is 61-1733092.
Is SURGO FOUNDATION US tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to SURGO FOUNDATION US tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SURGO FOUNDATION US file?
Form 990-PF. Private foundations file every year.
When is the next return of SURGO FOUNDATION US due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SURGO FOUNDATION US last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SURGO FOUNDATION US?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does SURGO FOUNDATION US have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $17,660,499, expenses of $8,781,616 and total assets of $122,407,531 at year end.

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