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 Private Grantmaking Foundations NTEE: T20 Latest filing: 2024
Total Revenue$649K
Total Expenses$927K
Total Assets$23.1M
Grants Given359
Grant Total$4.6M
Filing Years2019–2024

Before you apply to M J Surgala Tr

Accepts applications Published application instructions on its 2024 Form 990-PF.

Sometimes funds new orgs 21% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

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
UNITARIAN UNIVERSALIST CHURCH OF GIRARD
GIRARD, PA · 2024
GENERAL FUNDS
$50,000
ERIE CITY MISSION
ERIE, PA · 2024
GENERAL FUNDS
$50,000
SECOND HARVEST FOOD BANK
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 Support
$3,036,501 215 grants
Education
$400,281 32 grants
Arts & Culture
$186,700 13 grants
Housing & Homelessness
$185,000 14 grants
Youth Development
$134,000 11 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.

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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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