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M J Surgala Trust is a private trust based in ERIE, PA. The foundation received its IRS ruling in 2003. It holds total assets of $23.1M. Annual income is reported at $881K. Total assets have grown from $12.9M in 2011 to $19.2M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2015 to 2023. Grantmaking is concentrated in Pennsylvania. According to available records, M J Surgala Trust has made 230 grants totaling $2.7M, with a median grant of $10K. Annual giving has grown from $647K in 2020 to $1.5M in 2022. Individual grants have ranged from $250 to $70K, with an average award of $12K. The foundation has supported 76 unique organizations. The foundation primarily supports organizations in Pennsylvania, Florida, New York, which account for 94% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$250
Median Grant
$10K
Average Grant
$11K
Largest Grant
$54K
Based on 55 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
M J Surgala Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 230 grants. Its grantmaking reaches organizations primarily in PA, FL, NY.
M J Surgala Trust has distributed a total of $2.7M across 230 grants. The median grant size is $10K, with an average of $12K. Individual grants have ranged from $250 to $70K.
M J Surgala Trust is a private foundation. To inquire about grants, you can look up the foundation using their EIN (116556638) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
M J Surgala Trust is headquartered in ERIE, PA. While based in PA, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mary Lincoln | EXECUTIVE DIRECTOR | $160K | $0 | $160K |
Total Giving
$816K
Total Assets
$19.2M
Fair Market Value
$19.2M
Net Worth
$19.2M
Grants Paid
$713K
Contributions
$5K
Net Investment Income
$540K
Distribution Amount
$870K
Total: $16.8M
Total Grants
230
Total Giving
$2.7M
Average Grant
$12K
Median Grant
$10K
Unique Recipients
76
Most Common Grant
$10K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Jefferson Educational SocietyGENERAL FUNDS | Erie, PA | $70K | 2022 |
| Erie Zoological SocietyGENERAL FUNDS | Erie, PA | $55K | 2022 |
| Ymca Of Greater ErieGENERAL FUNDS | Erie, PA | $50K | 2022 |
| Penn State Erie - The Behrend CollegeGENERAL FUNDS | Erie, PA | $40K | 2022 |
| Second Harvest Food BankGENERAL FUNDS | Erie, PA | $30K | 2022 |
| Experience Children'S MuseumGENERAL FUNDS | Erie, PA | $30K | 2022 |
| Flagship Niagara LeagueGENERAL FUNDS | Erie, PA | $26K | 2022 |
| WqlnGENERAL FUNDS | Erie, PA | $25K | 2022 |
| Erie Philharmonic OrchestraGENERAL FUNDS | Erie, PA | $20K | 2022 |
| Community Shelter ServicesGENERAL FUNDS | Erie, PA | $20K | 2022 |
| Mount St Benedict MonasteryGENERAL FUNDS | Erie, PA | $20K | 2022 |
| Mercy Center For WomenGENERAL FUNDS | Erie, PA | $20K | 2022 |
| Erie Homes For Children & AdultsGENERAL FUNDS | Erie, PA | $20K | 2022 |
| Inner City Neighborhood Art HouseGENERAL FUNDS | Erie, PA | $20K | 2022 |
| United Way Of Erie CountyGENERAL FUNDS | Erie, PA | $20K | 2022 |
| Emmaus MinistriesGENERAL FUNDS | Erie, PA | $20K | 2022 |
| Hamot Health FoundationGENERAL FUNDS | Erie, PA | $16K | 2022 |
| The Upper RoomGENERAL FUNDS | Erie, PA | $10K | 2022 |
| Shriners Hospital For ChildrenGENERAL FUNDS | Erie, PA | $10K | 2022 |
| St Pauls Free ClinicGENERAL FUNDS | Erie, PA | $10K | 2022 |
| Bayfront Maritime CenterGENERAL FUNDS | Erie, PA | $10K | 2022 |
| Erie DawnGENERAL FUNDS | Erie, PA | $10K | 2022 |
| Erie City MissionGENERAL FUNDS | Erie, PA | $10K | 2022 |
| Boys And Girls Club Of ErieGENERAL FUNDS | Erie, PA | $10K | 2022 |
| Unitarian Universalist Congregation Of ErieGENERAL FUNDS | Erie, PA | $10K | 2022 |
| Innocence ProjectGENERAL FUNDS | New York, NY | $10K | 2022 |
| Erie Cancer Wellness CenterGENERAL FUNDS | Erie, PA | $10K | 2022 |
| Hagen History CenterGENERAL FUNDS | Erie, PA | $10K | 2022 |
WEST CONSHOHOCKEN, PA
LIGONIER, PA
PITTSBURGH, PA