Funders › Pennsylvania

M J Surgala Tr

Erie, PA · EIN 11-6556638. Reported 199 grants totalling $2,895,261 to 87 recipients across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$10,000median grant
$2,895,261granted, 2021-2024
87recipients, as named on its returns
80%of grantees funded again the next year
$23.1Massets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. M J Surgala Tr did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $10,000. Half of everything it gave fell between $4,250 and $20,000; the smallest was $250 and the largest $411,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
5 grants
$1,000 - $5,000
45 grants
$5,000 - $10,000
44 grants
$10,000 - $25,000
77 grants
$25,000 - $50,000
15 grants
$50,000 - $100,000
11 grants
$100,000 and Up
2 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Jefferson Educational SocietyErie, PA$631,000442024
Second Harvest Food BankErie, PA$130,000442024
United Way of Erie CountyErie, PA$115,000442024
Erie Zoological SocietyErie, PA$114,540332023
Experience Children's MuseumErie, PA$100,000442024
Erie City MissionErie, PA$90,000442024
Erie Homes for Children & AdultsErie, PA$90,000442024
Mount St Benedict MonasteryErie, PA$80,000332024
Emmaus MinistriesErie, PA$75,000442024
Mercy Center for WomenErie, PA$70,000442024
Erie Philharmonic OrchestraErie, PA$66,900332023
Inner City Neighborhood Art HouseErie, PA$65,000442024
Hamot Health FoundationErie, PA$62,000442024
Penn State Erie - the Behrend CollegeErie, PA$60,000222022
YMCA of Greater ErieErie, PA$60,000222022
Unitarian Universalist Church of GirardGirard, PA$55,000222024
WqlnErie, PA$54,000442024
St Pauls Free ClinicErie, PA$50,000442024
Flagship Niagara LeagueErie, PA$46,100442024
Innocence ProjectNew York, NY$45,000332024
Unitarian Universalist Congregation of ErieErie, PA$45,000442024
Erie PlayhouseErie, PA$44,000442024
Erie DawnErie, PA$42,600442024
Community Shelter ServicesErie, PA$40,000222022
Salvation ArmyErie, PA$35,010442024
Bayfront Maritime CenterErie, PA$31,000332024
Boca Raton Museum of ArtBoca Raton, FL$29,850442024
Lake Erie Arboretum at Frontier ParkErie, PA$27,500112021
Hagen History CenterErie, PA$26,200442024
Family Services of Nw PaErie, PA$25,000112024
SafenetErie, PA$25,000442024
Doctors Without BordersHagerstown, MD$22,000442024
Asbury WoodsErie, PA$20,000442024
Boys and Girls Club of ErieErie, PA$20,000222022
Community Country Day SchoolErie, PA$20,000222022
Erie Hunt and Saddle ClubErie, PA$20,000112021
Erie PhilharmonicErie, PA$20,000112024
Julia Hospice & Palliative CareErie, PA$20,000112024
Shriners Hospital for ChildrenErie, PA$20,000222022
St Joseph Health FoundationPaterson, NJ$20,000112024
The Upper RoomErie, PA$20,000222022
Boys & Girls Club of Erie IncErie, PA$15,000112024
Erie Cancer Wellness CenterErie, PA$15,000222024
Boca Raton Regional Hospital FoundationBoca Raton, FL$11,500442024
Mercyhurst Institute of Arts & CultureErie, PA$10,761332024
Benedictine Sisters of ErieErie, PA$10,000112021
Children's Advocacy CenterErie, PA$10,000332024
Crime Victim CenterErie, PA$10,000222024
Erie Art MuseumErie, PA$10,000222022
Erie Arts and CultureErie, PA$10,000222022
Greater Erie Community Action Committee (gecac)Erie, PA$10,000222022
Sarah a Reed Children's CenterErie, PA$10,000112024
Sarah Reed Children's CenterErie, PA$10,000222022
Sight Center of NwpaErie, PA$10,000222022
Stairways Behavioral HealthErie, PA$10,000222022
The Sight Center of Northwest OhioToledo, OH$10,000112024
The Upper Room of ErieErie, PA$10,000112024
Dr Gertrude Barber FoundationErie, PA$6,500332024
Erie Arts & CultureErie, PA$5,000112024
Erie Downtown PartnershipErie, PA$5,000112024
Fairview School FoundationFairview, PA$5,000112022
George Snow Scholarship FundBoca Raton, FL$5,000112022
House of Mercy ErieErie, PA$5,000112024
Meals on Wheels ErieErie, PA$5,000112024
Mercy ShipsLindale, TX$5,000222022
St Martin CenterErie, PA$5,000112024
Achievement Center of Lecom HealthErie, PA$4,000222022
American Cancer SocietyErie, PA$4,000222022
American Heart AssociationDallas, TX$4,000332024
American Lung AssociationTallahassee, FL$3,000222024
St Mary's Home of ErieErie, PA$3,000112022
Erie Contemporary Ballet TheatreErie, PA$2,500112023
American Red CrossFort Lauderdale, FL$2,000112021
First Unitarian Universalist Church of GirardGirard, PA$2,000222022
Habitat for HumanityErie, PA$2,000222022
Harborcreek Youth ServicesHarborcreek, PA$2,000112024
Junior AchievementErie, PA$2,000112021
Meals on WheelsErie, PA$2,000112022
Raymond F Kravis Center for the Performing ArtsWest Palm Beach, FL$2,000112023
Stand Up to CancerLos Angeles, CA$2,000112023
Erie Yacht Club FoundationErie, PA$1,500442024
Lake Erie Ballet CompanyErie, PA$1,500112023
Cathedral of St PaulErie, PA$1,000112023
Ceasefire Pa Education FundPhiladelphia, PA$1,000112022
Harvard Divinity SchoolCambridge, MA$1,000112024
Presque Isle Light HouseErie, PA$1,000112021
St Lucy Catholic ChurchHighland Beach, FL$300112024

55 of 87 (63%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 80%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is unusually consistent. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 89 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Arts & Culture
30 grants
Human Services
11 grants
Health Care
10 grants
Mental Health
10 grants
Philanthropy & Grantmaking
8 grants
Diseases & Disorders
4 grants
Animal Welfare
3 grants
Education
3 grants

Giving by year

Tax yearGrantsTotalMedian grant
202155$625,160$10,000
202258$728,540$10,000
202335$712,711$5,600
202451$828,850$10,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

94% of its giving went to organizations in Pennsylvania. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.

Pennsylvania
$2.7M
Florida
$54K
New York
$45K
Maryland
$22K
New Jersey
$20K
Ohio
$10K
Texas
$9K
California
$2K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Erie Community Foundation36 shared recipientsAmerican Online Giving Foundation Inc35 shared recipientsFidelity Investments Charitable Gift Fund23 shared recipientsWabtec Foundation18 shared recipientsThe Britton Family Foundation14 shared recipientsThe Bank of America Charitable Foundation Inc12 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $10,000. A request many times that size asks for something it has rarely or never given.
  2. Check you are in its geography. Its giving is concentrated in Pennsylvania.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding arts & culture in PennsylvaniaEvery funder in this groupFoundations funding human services in PennsylvaniaEvery funder in this group

Where these numbers come from

Everything above is taken from M J Surgala Tr's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

Address of record on the latest return: 5966 Wyndemere Drive, Erie, PA, 16505. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 11-6556638 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded.

Is something here wrong about your foundation? Email [email protected] and we will correct it.