Private foundation (trust)EIN 116556638Est. 2003-04

M J SURGALA TR

ERIE, PA 16505

Accepts unsolicited proposals

Total Assets

$23.1M

FY 2024

Annual Giving

$829K

FY 2024

Grants Made

51

FY 2024

Avg Grant

$16K

FY 2024

Grant Range

$250–$100K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$649K

Total Expenses

$927K

Qualifying Distributions

$909K

Distributable Amount

$1.1M

Min. Investment Return

$1.1M

Undistributed Income

$1.0M

Payout rate 86%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.86%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

51 grants

Grant sizes from minimum $250 through median $10K to maximum $100K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $829K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

203 grants

JEFFERSON EDUCATIONAL SOCIETY
$631K
4 grants
SECOND HARVEST FOOD BANK
$120K
4 grants
ERIE ZOOLOGICAL SOCIETY
$111K
3 grants
UNITED WAY OF ERIE COUNTY
$110K
4 grants
ERIE HOMES FOR CHILDREN & ADULTS
$110K
4 grants
PENN STATE ERIE - THE BEHREND COLLEGE
$110K
2 grants
EXPERIENCE CHILDREN'S MUSEUM
$85K
4 grants
MOUNT ST BENEDICT MONASTERY
$80K
3 grants

Grant Size Distribution

203 grants

<$10K
141
grants
$10–50K
56
grants
$50–250K
5
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

10 states

Pennsylvania
$2.8M
94% of total
Florida
$50K
2% of total
New York
$48K
2% of total
New Jersey
$25K
1% of total
Maryland
$19K
1% of total
Ohio
$10K
0% of total
Texas
$7K
0% of total
California
$2K
0% of total
Massachusetts
$1K
0% of total
Illinois
$1K
0% of total

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M J SURGALA TR — Grants, Financials & Contact | Grantivo