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Pennsylvania · Private foundation

M J Surgala Tr

Its FY2024 filing reports that it accepted unsolicited grant applications.

$829k
Granted FY2024(still arriving)
51
Grants FY2024
35
Organizations funded FY2023
17%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$10,000
Largest grant, FY2024
$100,000
Organizations funded a year
35 to 59
FY2017 to FY2023
States reached, FY2024
8
Total assets, FY2024
$23M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 17% of the organizations M J Surgala Tr funded were first-time grantees, receiving 2% of its grant dollars.

New vs renewed · share of each year

In FY2023, 98% of grant dollars renewed an existing relationship; $14k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
Arts & CultureHuman ServicesHealthPhilanthropyRecreation & SportsInternationalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving50$828k16%
FY202335$713k17%
FY202258$729k14%
FY202155$625k13%
FY202059$647k27%
FY201955$617k18%
FY201846$436k24%
FY201755$600kn/a
98% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Arts & Culture$888kPublic Benefit$783kHealth$648kHuman Services$638kEducation$500kReligion$438kAnimals$226kFood & Nutrition$197kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

IL
NY
MA
OH
PA
NJ
CA
MD
TX
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Jefferson Educational Society of Erie Inc$783,000729%
Pennsylvania State University$300,0006n/a
Erie Zoological Society$225,66071%
United Way of Erie County$175,00081%
Erie Homes for Children & Adults Inc$160,00080%
City Mission of the Evangelical Churches of Erie$150,00081%
Emmaus Ministries$135,0008n/a
Flagship Niagara League$129,75084%
Mercy Center for Women Inc$120,00082%
ExpERIEnce Children's Museum$113,00072%
Show all 75 grantees
All grantees of M J Surgala Tr by total granted
GranteeTotal grantedYearsShare of their budget
Jefferson Educational Society of Erie Inc$783,000729%
Pennsylvania State University$300,0006n/a
Erie Zoological Society$225,66071%
United Way of Erie County$175,00081%
Erie Homes for Children & Adults Inc$160,00080%
City Mission of the Evangelical Churches of Erie$150,00081%
Emmaus Ministries$135,0008n/a
Flagship Niagara League$129,75084%
Mercy Center for Women Inc$120,00082%
ExpERIEnce Children's Museum$113,00072%
Public Broadcasting of Northwest Pennsylvania Inc$109,00081%
Hamot Health Foundation$101,10081%
Unitarian Universalist Congregation of Erie$95,0008n/a
Erie Civic Theatre Association$91,00082%
Community Shelter Services Inc$90,00051%
St Pauls Free Clinic Inc$85,00084%
The Innocence Project Inc$80,00070%
Safenet Inc$76,00081%
Erie Dawn Inc$72,60083%
Erie Maritime Foundation Bayfront Maritime Center$66,000612%
Erie Regional Library Foundation Inc$60,000227%
Boys & Girls Club of Erie Inc$55,00062%
Sarah a Reed Children's Center$55,00050%
Community Country Day School$47,00061%
Boca Raton Museum of Art$41,87570%
Erie Art Museum$40,00062%
Shriners Hospitals for Children$30,00030%
Lake Erie Arboretum at Frontier$27,50018%
St Martin Center$25,00021%
Boca Raton Regional Hospital Foundation Inc$25,00080%
Family Services of Nw Pa$25,00010%
Medecins Sans Frontieres USA Inc$24,00050%
Asbury Woods Partnership Inc$23,60022%
The Arts Council of Erie$20,00040%
Community Health Net$20,00010%
Erie Philharmonic Inc$20,00011%
Julia Hospice & Palliative Care$20,00012%
Erie Hunt and Saddle Club Inc$20,0001n/a
Stairways Behavioral Health Inc$19,00050%
Dr Gertrude a Barber Foundation Inc$15,52570%
Greater Erie Community Action Committee$15,00030%
American Cancer Society Inc$12,00050%
Harborcreek Youth Services Inc$11,00040%
St Marys High School$10,0001n/a
Warner Theatre Preservation Trust$10,00017%
Upper Room of Erie$10,00016%
Presque Isle Partnership Inc$10,00012%
Toledo Society for the Blind Inc$10,00011%
American Heart Association Inc$8,50070%
Crohn's & Colitis Foundation Inc$7,80020%
Dana-Farber Cancer Institute Inc$7,22510%
Mercy Ships International$5,00020%
St George R C Church$5,0001n/a
Fairview School Foundation$5,00012%
Erie Downtown Partnership$5,00011%
Perseus House Inc$5,00010%
George Snow Scholarship Fund Inc$5,00010%
Eagles Nest Leadership Corporation$5,0001n/a
Metro-Erie Meals on Wheels Inc$5,00011%
Mercyhurst University$3,50010%
Achievement Center Inc$3,00020%
Erie Contemporary Ballet Theatre$2,50012%
Raymond F Kravis Center for the Performing Arts Inc$2,00010%
Stand Up to Cancer$2,00010%
Bethesda Children's Home$2,00010%
Junior Achievement of Western Pennsylvania Inc$2,00010%
Lake Erie Ballet Company Inc$1,5001n/a
Erie County Historical Society$1,5001n/a
Erie Yacht Club Foundation Inc$1,50041%
Cathedral of St Paul$1,0001n/a
Meca Inc$1,00010%
Wounded Warrior Project Inc$1,00010%
Tracy Elementary School PTA Inc$1,00012%
March of Dimes Inc$1,00010%
American Lung Association$1,00010%

What it could do for these grantees

Plus 46 recipients with no EIN on record ($1.2M), not named here.

Where it is load-bearing

M J Surgala Tr supplied at least a quarter of the budget for 2 of its grantees at some point. The chart plots its 65 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetJefferson Educational Society of Erie Inc: $783,000 over 7y, 29% of budgetErie Zoological Society: $225,660 over 7y, 1.5% of budgetUnited Way of Erie County: $175,000 over 8y, 0.8% of budgetErie Homes for Children & Adults Inc: $160,000 over 8y, 0.1% of budgetCity Mission of the Evangelical Churches of Erie: $150,000 over 8y, 1.1% of budgetFlagship Niagara League: $129,750 over 8y, 3.5% of budgetMercy Center for Women Inc: $120,000 over 8y, 1.5% of budgetExpERIEnce Children's Museum: $113,000 over 7y, 1.8% of budgetPublic Broadcasting of Northwest Pennsylvania Inc: $109,000 over 8y, 0.7% of budgetHamot Health Foundation: $101,100 over 8y, 0.5% of budgetErie Civic Theatre Association: $91,000 over 8y, 2.1% of budgetCommunity Shelter Services Inc: $90,000 over 5y, 1.2% of budgetSt Pauls Free Clinic Inc: $85,000 over 8y, 4.3% of budgetThe Innocence Project Inc: $80,000 over 7y, 0.1% of budgetSafenet Inc: $76,000 over 8y, 1.0% of budgetErie Dawn Inc: $72,600 over 8y, 3.0% of budgetErie Maritime Foundation Bayfront Maritime Center: $66,000 over 6y, 12% of budgetErie Regional Library Foundation Inc: $60,000 over 2y, 27% of budgetBoys & Girls Club of Erie Inc: $55,000 over 6y, 1.7% of budgetSarah a Reed Children's Center: $55,000 over 5y, 0.2% of budgetCommunity Country Day School: $47,000 over 6y, 0.8% of budgetBoca Raton Museum of Art: $41,875 over 7y, 0.3% of budgetErie Art Museum: $40,000 over 6y, 1.5% of budgetShriners Hospitals for Children: $30,000 over 3y, 0.0% of budgetLake Erie Arboretum at Frontier: $27,500 over 1y, 7.7% of budgetSt Martin Center: $25,000 over 2y, 0.7% of budgetBoca Raton Regional Hospital Foundation Inc: $25,000 over 8y, 0.0% of budgetFamily Services of Nw Pa: $25,000 over 1y, 0.2% of budgetMedecins Sans Frontieres USA Inc: $24,000 over 5y, 0.0% of budgetAsbury Woods Partnership Inc: $23,600 over 2y, 2.0% of budgetThe Arts Council of Erie: $20,000 over 4y, 0.5% of budgetCommunity Health Net: $20,000 over 1y, 0.2% of budgetErie Philharmonic Inc: $20,000 over 1y, 0.7% of budgetJulia Hospice & Palliative Care: $20,000 over 1y, 1.5% of budgetStairways Behavioral Health Inc: $19,000 over 5y, 0.0% of budgetDr Gertrude a Barber Foundation Inc: $15,525 over 7y, 0.1% of budgetGreater Erie Community Action Committee: $15,000 over 3y, 0.0% of budgetAmerican Cancer Society Inc: $12,000 over 5y, 0.0% of budgetHarborcreek Youth Services Inc: $11,000 over 4y, 0.0% of budgetWarner Theatre Preservation Trust: $10,000 over 1y, 7.1% of budgetUpper Room of Erie: $10,000 over 1y, 6.0% of budgetPresque Isle Partnership Inc: $10,000 over 1y, 1.9% of budgetToledo Society for the Blind Inc: $10,000 over 1y, 0.6% of budgetAmerican Heart Association Inc: $8,500 over 7y, 0.0% of budgetCrohn's & Colitis Foundation Inc: $7,800 over 2y, 0.0% of budgetDana-Farber Cancer Institute Inc: $7,225 over 1y, 0.0% of budgetMercy Ships International: $5,000 over 2y, 0.0% of budgetFairview School Foundation: $5,000 over 1y, 2.1% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 65.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Erie Community FoundationPA98.6× affinity47 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Erie Community Foundation · Wabtec Foundation · Merwin Foundation · The Britton Family Foundation · Kern Family Foundation Inc · United Way of Erie County · Northwest Charitable Foundation · Firstenergy Foundation · Ge Aerospace Foundation · John M & Gertrude E Petersen Foundation · McBrier Foundation · The Arts Council of Erie

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare M J Surgala Tr with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to M J Surgala Tr?

Find your warmest path to M J Surgala Tr through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About M J Surgala Tr

How much does M J Surgala Tr give?
M J Surgala Tr reported 51 grants totaling $828,850 in its FY2024 IRS filing. It funded between 35 and 59 organizations a year over FY2017 to FY2023.
What does M J Surgala Tr fund?
By grant dollars over FY2017 to FY2024, its largest causes are Arts & Culture (17%), Public Benefit (15%), Health (12%).
Who are M J Surgala Tr's largest grantees?
By total granted over FY2017 to FY2024: Jefferson Educational Society of Erie Inc ($783k), Pennsylvania State University ($300k), Erie Zoological Society ($226k).
Does M J Surgala Tr fund new organizations?
In FY2023, 17% of the organizations it funded were first-time grantees.
Does M J Surgala Tr accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as M J Surgala Tr?
Its strongest co-funders, measured against what their size predicts, include Erie Community Foundation, Wabtec Foundation, Merwin Foundation.
Where is M J Surgala Tr based?
M J Surgala Tr is based in PA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 122 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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