Private Foundation

M J SURGALA TR

M J SURGALA TR, of ERIE, PA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $649K in revenue, $927K in expenses, $23.1M in total assets. IRS filings disclose 359 grants awarded by this foundation, totaling roughly $4.6M.

EIN: 116556638 ERIE, PA Latest filing: 2024

Total Revenue$649K

Total Expenses$927K

Total Assets$23.1M

Grants Given359

Grant Total$4.6M

Filing Years2019–2024

Sample Grants Given

JEFFERSON EDUCATIONAL SOCIETY

ERIE, PA · 2024

GENERAL FUNDS

$100,000

UNITED WAY OF ERIE COUNTY

ERIE, PA · 2024

GENERAL FUNDS

$55,000

ERIE HOMES FOR CHILDREN & ADULTS

ERIE, PA · 2024

GENERAL FUNDS

$50,000

ERIE CITY MISSION

ERIE, PA · 2024

GENERAL FUNDS

$50,000

MOUNT ST BENEDICT MONASTERY

ERIE, PA · 2024

GENERAL FUNDS

$50,000

Showing up to 5 of 359 total records — full history available with membership.

Officers & Directors

EXECUTIVE DIRECTOR Mary Lincoln

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL FUNDS

$2,906,001 202 grants

ACCREDITED COLLEGE

$170,000 3 grants

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.

$102,000 2 grants

OFFERS MUSIC INSTRUCTION TO CHILDREN REGARDLESS OF THEIR SOCIOECONOMIC BACKGROUND

$62,000 3 grants

OPERATES A ZOOLOGICAL PARK THAT PROVIDES EDUCATIONAL AND RECREATIONAL ACTIVITIES THAT FOSTER A GREATER SENSE OF AWARENESS, STEWARDSHIP AND CONSERVATION OF ANIMALS AND PLANTS.

$57,620 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$649K	$927K	$23.1M
2023	$407K	$816K	$19.2M
2022	$693K	$912K	$16.7M
2020	$545K	$736K	$16.5M
2019	$528K	$704K	$10.9M

Between 2019 and 2024, reported annual revenue grew from $528K to $649K (+23%), with total assets most recently reported at $23.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, FL, IL, MA, MD, NJ, and 4 other states.

CAFLILMAMDNJNYOHPATX

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for M J SURGALA TR

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