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Private Foundation · PA · Private Grantmaking Foundations

M J Surgala Tr

Erie, PA  ·  EIN 116556638  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$23.1M

Total Giving

$729K

Grants on File

58

Average Grant

$13K

Giving Radius

Where M J Surgala Tr Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — $17K across 4 grants GA — no grants on file HI — no grants on file IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — no grants on file MD — $5K across 1 grant ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — $10K across 1 grant OH — no grants on file OK — no grants on file OR — no grants on file PA — $692K across 50 grants RI — no grants on file SC — no grants on file SD — no grants on file TN — no grants on file TX — $5K across 2 grants UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 58 recipients across 5 states. Top concentrations: ERIE ($685K, 47 grants), BOCA RATON ($15K, 3 grants), NEW YORK ($10K, 1 grant), FAIRVIEW ($5K, 1 grant), HAGERSTOWN ($5K, 1 grant).

Section I

How to Apply

Contact the trustee for information on submitting applications.

On Unsolicited Proposals yes

Restrictions

None.

Section IV

Recent Grants

Recipient Amount Year
Mount St Benedict Monastery $20K 2022
YMCA of Greater Erie $50K 2022
Dr Gertrude Barber Foundation $3K 2022
Ceasefire Pa Education Fund $1K 2022
Wqln $25K 2022
The Upper Room $10K 2022
Unitarian Universalist Congregation of Erie $10K 2022
St Pauls Free Clinic $10K 2022
United Way of Erie County $20K 2022
Stairways Behavioral Health $5K 2022
Sarah Reed Children's Center $5K 2022
Shriners Hospital for Children $10K 2022
Sight Center of Nwpa $5K 2022
Second Harvest Food Bank $30K 2022
Mercy Ships $3K 2022
Penn State Erie - the Behrend College $40K 2022
Salvation Army $10K 2022
Safenet $5K 2022
St Mary's Home of Erie $3K 2022
Mercy Center for Women $20K 2022
Jefferson Educational Society $70K 2022
George Snow Scholarship Fund $5K 2022
Mercyhurst Institute of Arts & Culture $3K 2022
Innocence Project $10K 2022
Hagen History Center $10K 2022

Page 1 of 3 · 58 total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $19.2M $870K $407K $816K
2022 $16.7M $839K $693K $912K
2021 $18.8M $859K $541K $713K
2020 $16.5M $743K $545K $736K
2019 $10.9M $753K $528K $704K
2015 $11.1M $747K $381K $1.1M
2014 $11.8M $814K $454K $914K
2013 $12.3M $820K $365K $631K
2012 $12.6M $815K $478K $779K
2011 $12.9M $774K $461K $549K

Section VII

Foundations Like This One

Similar in focus area, location, and asset size. Worth researching as part of the same campaign.