NEW YORK, NY

Surgo Foundation Us

Quick Facts

EIN: 611733092
Location: NEW YORK, NY
Category: International
Total Assets: $91.5M
Annual Income: $346K
IRS Ruling Year: 2014
Organization Type: Corporation
Principal Officer: % Ocorian
Tax Deductibility: Contributions are deductible

About This Foundation

Surgo Foundation Us is a private corporation based in NEW YORK, NY. The foundation received its IRS ruling in 2014. The principal officer is % Ocorian. It holds total assets of $91.5M. Annual income is reported at $346K. The foundation operates in the area of international. Contributions to this foundation are tax-deductible.

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Financial Overview

Total Giving

$5.4M

2023+32%

Total Assets

$72.1M

2023+10%

Fair Market Value

$72.1M

2023

Net Worth

$72M

2023

Grants Paid

$2.5M

2023

Contributions

2023

Net Investment Income

$675K

2023

Distribution Amount

$1.3M

2023

Total Giving by Year

$3.4M

$3.3M

$4.8M

$6M

$5.5M

$6M

$4.1M

$5.4M

Asset Growth

$2M

$1.6M

$48.8M

$57.7M

$77M

$88.6M

$65.5M

$72.1M

Investment Portfolio (2023)

Total: $0

Other Investments: $9.4M

Cash: $8.6M

Other Investments (52%)

Cash (48%)

Revenue Sources (2023)

Interest: $675K
Capital Gains (Net): $-256,023

Financial Details (2023)

Total Revenue: $419K
Total Expenses: $5.4M
Exempt Purpose Expenses: $2.5M
Required Distribution: $1.3M
Undistributed Income: $0
Total Liabilities: $46K
Excise Tax: $9K
Tax Due: $33

Foundation Classification (2023)

Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings

Grantmaking Insights

Total Grants

Total Giving

$10.1M

Average Grant

$532K

Median Grant

$33K

Total Giving by Year

$4.3M (10 grants)

$5.8M (9 grants)

Grant Range

Min$750

Max$5.6M

Median: $33K

Smallest grantLargest grant

Openness to New Grantees (2021)

67%

of 2021 grantees were first-time recipients

Geographic Distribution of Grants

NY: $128K (4)

MA: $601K (3)

NV: $5K (1)

IL: $10K (1)

CA: $500K (1)

DC: $8M (2)

TX: $7K (2)

DC$8M (2)

MA$601K (3)

CA$500K (1)

NY$128K (4)

IL$10K (1)

TX$7K (2)

Past Grantees

Recipient	Location	Amount	Year
Surgo VenturesTHE DONATION TO SURGO VENTURES INC. WAS TO SUPPORT PROJECTS WHICH ARE CHARITABLE UNDER THE LAW OF ENGLAND AND WALES, INCLUDING BUT NOT LIMITED TO THOSE PURSUING THE RELIEF OF POVERTY, THE ADVANCEMENT OF HEALTH AND SAVING OF LIVES, AND THE ADVANCEMENT OF EDUCATION.	Washington, DC	$5.6M	2021
Harvard UniversityTHE DONATION TO HARVARD UNIVERSITY WAS TO SUPPORT THE ARIADNE LABS CORE OPERATIONS FUND AND TO SUPPORT THE TRAINING OF FRONT-LINE WORKERS IN RELATION TO MENTAL HEALTH PROBLEMS.	Cambridge, MA	$100K	2021
The Studio Museum In HarlemTO SUPPORT THE ADVANCEMENT OF THE ARTS.	New York, NY	$93K	2021
Upstream IncTO SUPPORT THE ADVANCEMENT OF HEALTH, THE CHARITY WORKS IN PARTNERSHIP WITH HEALTH CENTRES TO STRENGTHEN REPRODUCTIVE CARE.	Boston, MA	$25K	2021
Tate Americas FoundationDONATION TOWARDS THE TATE NORTH AMERICAN ACQUISITION COMMITTEE.	New York, NY	$15K	2021
Aapi UsaTHE ADVANCEMENT OF HEALTH, WITH A FOCUS ON ENABLING INDIAN AMERICAN PHYSICIANS TO EXCEL IN PATIENT CARE, TEACHING AND RESEARCH AND TO PURSUE THEIR ASPIRATIONS IN PROFESSIONAL AND COMMUNITY AFFAIRS.	Oak Brook, IL	$10K	2021
Gladney Center For AdoptionTHE DONATION WAS TO PROVIDE FUNDING TO SUPPORT GLADNEY'S MISSION TO IMPROVE THE LIVES OF CHILDREN, ADOPTIVE FAMILIES AND BIRTH PARENTS.	Fort Worth, TX	$5K	2021
Opening Act IncTO SUPPORT THE ADVANCEMENT OF THE ARTS BY DONATING FUNDS TO SUPPORT THE CHARITY'S COMMITMENT TO ADVANCING ARTS EQUITY IN NYC AND BEYOND.	Brooklyn, NY	$5K	2021
Rare Village FoundationTHE ADVANCEMENT OF HEALTH, PROVIDING RESOURCES TO FAMILIES WITH CHILDREN WITH RARE DISEASES TO HELP THEM CONNECT, COLLABORATE AND CREATE THE CHANGE NEEDED FOR THEIR CHILDREN.	Mckinney, TX	$2K	2021
Surgo VenturesTHE DONATION TO SURGO VENTURES INC. WAS TO SUPPORT PROJECTS WHICH ARE CHARITABLE UNDER THE LAW OF ENGLAND AND WALES, INCLUDING BUT NOT LIMITED TO THOSE PURSUING THE RELIEF OF POVERTY, THE ADVANCEMENT OF HEALTH AND SAVING OF LIVES, AND THE ADVANCEMENT OF EDUCATION.	Washington, DC	$2.4M	2020
Founders For Good LtdTHIS RELATES TO THE DEVELOPMENT AND SUBSEQUENT ANALYSIS OF A UK SPECIFIC COVID-19 COMMUNITY VULNERABILITY INDEX, WIDER ANALYSIS INTO THE INDIRECT IMPACT OF THE COVID-19 PANDEMIC AND ITS RESPONSE, THE DEVELOPMENT OF AN ONLINE INTERACTIVE OPEN-ACCESS PLATFORM FOR FRONT-LINE RESPONDERS AND POLICY MAKERS, AND TO PROVIDE ACTIONABLE DATA TO ORGANISATIONS WORKING TO ALLEVIATE THE IMPACT OF THE COVID-19 PANDEMIC, (THE "PROJECT") TO THE EXTENT THAT SUCH PURPOSES ARE CHARITIABLE UNDER THE LAW OF ENGLAND A	London	$648K	2020
Rand CorporationTHE DONATION TO THE RAND CORPORATION WAS TO FUND THE RESEARCH IN RELATION TO COVID 19.	Santa Monica, CA	$500K	2020
Harvard UniversityTHE DONATION TO HARVARD UNIVERSITY WAS TO SUPPORT THE ARIADNE LABS CORE OPERATIONS FUND AND TO SUPPORT THE TRAINING OF FRONT-LINE WORKERS IN RELATION TO MENTAL HEALTH PROBLEMS.	Cambridge, MA	$476K	2020
Programmatic Costs - Product Platform & ToolsTHESE ARE DIRECT COSTS IN RELATION TO THE DEVELOPMENT OF SPECIFIC PLATFORMS OR TOOLS (I.E., 'PRODUCTS') THAT OTHERS CAN USE TO DO THEIR INTERNATIONAL DEVELOPMENT WORK MORE EFFICIENTLY AND EFFECTIVELY. THESE CAN BE 'FRAMEWORKS' THAT GUIDE OTHERS TO APPLY THE FOUNDATION'S METHODS AND APPROACHES, OR SPECIFIC PLATFORMS OR TOOLS THAT CAN BE APPLIED IN THE FIELD TO SUPPORT OR EFFECT DESIRED IMPACT IN A DEVELOPMENT PROGRAMME.	St Helier	$146K	2020
Programmatic Costs - Research & Development LabsTHESE ARE DIRECT COSTS IN RELATION TO THE DEVELOPMENT PROGRAMMES ON THE GROUND, THROUGH WHICH THE FOUNDATION DEVELOPS, TESTS AND PROVES THE METHODS AND APPROACHES IT ENVISIONS CAN SUPPORT MORE EFFICIENT AND EFFECTIVE INTERNATIONAL DEVELOPMENT WORK BY OTHERS. THESE PAYMENTS ARE MADE TOWARDS SELECT DEVELOPMENT PROGRAMMES SO THAT THEY REFLECT THE REAL WORLD CONTEXT AND PROBLEMS AGAINST WHICH THE FOUNDATION CAN APPLY, TEST AND PROVE THE METHODS AND APPROACHES FOR THE SECTOR. THESE PROGRAMMES ARE DEL	St Helier	$46K	2020
Programmatic Costs - InfluenceTHESE ARE DIRECT COSTS THAT THE FOUNDATION INCURS TO INFLUENCE OTHERS TO UNDERSTAND THE FOUNDATION'S WORK AND THE ASSETS IT PROVIDES OR TO INFLUENCE ADOPTION AND USE OF THE METHODS, APPROACHES, PLATFORMS AND TOOLS THAT THE FOUNDATION CREATES AND PROVIDES.	St Helier	$33K	2020
Tate Americas FoundationDONATION TOWARDS THE TATE NORTH AMERICAN ACQUISITION COMMITTEE.	New York, NY	$15K	2020
University Of Nevada Las Vegas FoundationTHIS WAS A DONATION IN RELATION TO THE BELIEVER MAGAZINE, A TWELVE-TIME NATIONAL MAGAZINE AWARD FINALIST, IS A LITERATURE, ARTS, AND CULTURE MAGAZINE PUBLISHED BY THE BEVERLY ROGERS, CAROL C. HARTER BLACK MOUNTAIN INSTITUTE, AND BASED IN THE COLLEGE OF LIBERAL ARTS AT THE UNIVERSITY OF NEVADA, LAS VEGAS. IN EACH ISSUE, READERS WILL FIND JOURNALISM, ESSAYS, INTIMATE INTERVIEWS, AN EXPANSIVE COMICS SECTION , POETRY, TIMELY AND UNTIMELY REVIEWS, AND ON OCCASION, DELIGHTFUL AND UNEXPECTED BONUS ITEM	Las Vegas, NV	$5K	2020
Programmatic Costs - Analytics And CommunicationsTHESE ARE DIRECT COSTS INCURRED WITH RESPECT TO DATA ANALYTICS TO ALLOW MORE PRECISE POLICIES TO IMPROVE LIVES.	St Helier	$750	2020