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· Private foundation

M J Surgala Tr

Its FY2024 filing reports that it accepted unsolicited grant applications.

$829k
Granted FY2024still arriving
51
Grants FY2024still arriving
8
States reached
$100k
Largest
01What it funds
0198% 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
02FY2024 · 51 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k24 grants · $90k
  • $10k–50k20 grants · $334k
  • $50k–250k7 grants · $405k
$10,000
Median grant
8
States reached
$23M
Total assets
Largest grants
RecipientAmount
JEFFERSON EDUCATIONAL SOCIETY$100,000
UNITED WAY OF ERIE COUNTY$55,000
UNITARIAN UNIVERSALIST CHURCH OF GIRARD$50,000
ERIE CITY MISSION$50,000
MOUNT ST BENEDICT MONASTERY$50,000
ERIE HOMES FOR CHILDREN & ADULTS$50,000
SECOND HARVEST FOOD BANK$50,000
EMMAUS MINISTRIES$30,000
INNOCENCE PROJECT$25,000
FAMILY SERVICES OF NW PA$25,000
INNER CITY NEIGHBORHOOD ART HOUSE$25,000
ST JOSEPH HEALTH FOUNDATION$20,000
JULIA HOSPICE & PALLIATIVE CARE$20,000
EXPERIENCE CHILDREN'S MUSEUM$20,000
ERIE PHILHARMONIC$20,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $154k) land where the poverty rate runs at 16%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%BETHESDA CHILDREN'S HOME: $2k → 14%INNOCENCE PROJECT: $25k → 17%WOUNDED WARRIOR PROJECT: $1k → 14%INNOCENSE PROJECT: $10k → 17%FAMILY SERVICES OF NW PA: $25k → 15%INNOCENCE PROJECT: $10k → 17%INNOCENCE PROJECT: $10k → 17%INNOCENCE PROJECT: $10k → 17%INNOCENSE PROJECT: $10k → 17%INNOCENSE PROJECT: $5k → 17%ST MARTIN CENTER: $20k → 15%ST MARTIN CENTER: $5k → 15%MECA: $1k → 15%PERSEUS HOUSE: $5k → 15%GREATER ERIE COMMUNITY ACTION COMMITTEE (GECAC): $5k → 15%GREATER ERIE COMMUNITY ACTION COMMITTEE (GECAC): $5k → 15%GREATER ERIE COMMUNITY ACTION COMMITTEE (GECAC): $5k → 15%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

IL
NY
MA
OH
PA
NJ
CA
MD
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

95%of every dollar goes to organizations it has funded before.
$4.9M · 77 repeat orgs$275k to everyone else

Grantees it renews have grown median revenue +18% since the first grant, against +14% for those funded once.

77 repeat relationships: 42 still active in FY2024, 35 since wound down; 8 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

77
36

Total granted

$4.9M
$175k

Median revenue growth · since first grant

+18%
+14%

Still filing today

51%
61%

New vs renewed · share of each year

In FY2024, 88% of grant dollars renewed an existing relationship; $100k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
HealthArts & CultureHuman ServicesPhilanthropyEducationRecreation & SportsOther
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.

Backed again, and grew

  • JE
    JEFFERSON EDUCATIONAL SOCIETY OF ERIE INC
    7× · 2018–2024 · $783k · revenue +12% · 29% of their budget
  • EZ
    Erie Zoological Society
    7× · 2017–2023 · $226k · revenue +30%
  • UW
    United Way of Erie County
    8× · 2017–2024 · $175k · revenue +39%

Funded once

  • LE
    LAKE ERIE ARBORETUM AT FRONTIER
    one grant, 2021 · $28k · revenue -31%
  • CH
    COMMUNITY HEALTH NET
    one grant, 2019 · $20k · revenue +16%
  • EH
    ERIE HUNT AND SADDLE CLUB INC
    one grant, 2021 · $20k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Erie County Economic Development Charitable Fund

To facilitate both the creation and retention of jobs within erie county and increase economic opportunities for individuals and businesses through comprehensive economic development programs.

—
2
Greater Erie Economic Development Corporation
—
3
Erie Cancer and Wellness Foundation dba - Erie Cancer Wellness Center

The mission of the erie cancer wellness center is to support those living with cancer and the people that care for them through free of charge programs and services that promote physical, emotional and mental healing.

Health
4
Erie Independence House Inc

Erie Independence House, Inc. (EIH) exists to enhance and promote independence in people with disabilities through the provision of accessible, affordable, adaptive housing necessary for them to lead productive, independent lives. We offer…

—
5
Erie Community Foundation

The erie community foundation works to improve the quality of life for all in our region by evaluating and addressing community issues, building permanent charitable endowments, and by promoting philanthropic and community leadership.

Philanthropy
6
Erie Marsh Conservation Foundation
Environment
7
Erie Family Health Center Inc

Motivated by the belief that healthcare is a human right, erie family health centers, inc. (erie) provides high quality, affordable care to support healthier people, families and communities. erie's mission is an outgrowth of the civil…

Health
8
Erie Day School Inc

Erie day school is a co-educational, independent elementary school (toddler through grade 8) located in erie, pa. our educational approach values the individual talents, traits, and abilities of our students.

Education
9
East Erie County Emergency Medical Services Corporation

To provide emergency medical services with advanced and basic life support capabilities, ambulance transportation services, and providing trained personnel to assist local fire departments.

Community Improvement
10
Ehca Foundation

Ehca foundation (the "foundation") is a pennsylvania nonprofitcorporation and was organized as a supporting organization. thefoundation will be operated exclusively for the benefit of, and toperform functions on behalf of, erie homes for…

Housing & Shelter
11
Erie Neighborhood House

Erie neighborhood house provides the most comprehensive support to immigrant and low-income families in chicago. our mission is to empower our communitylatinx immigrants alongside individuals and families of all backgroundsthrough…

Human Services
12
Upmc Williamsport

UPMC Williamsport is a subsidiary of UPMC Susquehanna. The mission of UPMC Susquehanna and its subsidiaries is to serve the community by providing outstanding patient care and shaping tomorrow's health care through clinical and…

Health
How this is measured
The grantee most central to the portfolio’s shape is Erie Homes for Children & Adults Inc; the most unlike its peers is Upper Room of Erie. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

69 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 69 of the 122 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
9
Early backer (in before they grew)
69/69
Grantees still filing
43/69
Grew since first funded

Where the money sits, by cause and then by grantee

PENNSYLVANIA STATE UNIVERSITY: $300,000 · OtherPENNSYLVANIA STATE UNIVERSITYSECOND HARVEST FOOD BANK: $190,000 · OtherSECOND HARVEST FOOD BANKCITY MISSION OF THE EVANGELICAL CHURCHES OF ERIE: $150,000 · OtherCITY MISSION OF THE EVANGELICAL CHURCHES OF ERIEEMMAUS MINISTRIES: $135,000 · OtherIndividual grant recipient: $133,450 · OtherYMCA OF GREATER ERIE: $130,000 · OtherMERCY CENTER FOR WOMEN INC: $120,000 · OtherUNITARIAN UNIVERSALIST CONGREGATION OF ERIE: $95,000 · Other+70 more: $1,360,127 · Other+70 moreJEFFERSON EDUCATIONAL SOCIETY OF ERIE INC: $783,000 · Arts & CultureJEFFERSON EDUCATIONAL SOCIETY…Flagship Niagara League: $129,750 · Arts & CultureFlagship Niagara LeagueExpERIEnce Children's Museum: $113,000 · Arts & CultureExpERIEnce Children's MuseumPUBLIC BROADCASTING OF NORTHWEST PENNSYLVANIA INC: $109,000 · Arts & CulturePUBLIC BROADCASTING OF NORTHW…ERIE CIVIC THEATRE ASSOCIATION: $91,000 · Arts & CultureERIE CIVIC THEATRE ASSOCIATIO…+8 more: $129,375 · Arts & Culture+8 moreERIE HOMES FOR CHILDREN & ADULTS INC: $160,000 · HealthERIE HOME…HAMOT HEALTH FOUNDATION: $101,100 · HealthHAMOT HEA…SHRINERS HOSPITALS FOR CHILDREN: $30,000 · HealthSHRINERS …COMMUNITY HEALTH NET: $20,000 · HealthJULIA HOSPICE & PALLIATIVE CARE: $20,000 · HealthSTAIRWAYS BEHAVIORAL HEALTH INC: $19,000 · HealthDR GERTRUDE A BARBER FOUNDATION INC: $15,525 · Health+8 more: $50,525 · Health+8 moreTHE INNOCENCE PROJECT INC: $80,000 · Human ServicesSAFENET INC: $76,000 · Human ServicesSt Martin Center: $25,000 · Human ServicesFAMILY SERVICES OF NW PA: $25,000 · Human ServicesGreater Erie Community Action Committee: $15,000 · Human Services+4 more: $9,000 · Human ServicesErie Zoological Society: $225,660 · AnimalsUnited Way of Erie County: $175,000 · PhilanthropyWARNER THEATRE PRESERVATION TRUST: $10,000 · Philanthropy+2 more: $7,000 · PhilanthropyCommunity Shelter Services Inc: $90,000 · Housing & ShelterERIE DAWN INC: $72,600 · Housing & Shelter
Other$2,613,577Arts & Culture$1,355,125Health$416,150Human Services$230,000Animals$225,660Philanthropy$192,000Housing & Shelter$162,600

Each grantee by its size and the funder’s share of it; top left is load-bearing

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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds JEFFERSON EDUCATIONAL SOCIETY OF ERIE INC ↗
  • Who funds Erie Zoological Society ↗
  • Who funds United Way of Erie County ↗
  • Who funds ERIE HOMES FOR CHILDREN & ADULTS INC ↗
  • Who funds CITY MISSION OF THE EVANGELICAL CHURCHES OF ERIE ↗
  • Who funds Flagship Niagara League ↗
  • Who funds MERCY CENTER FOR WOMEN INC ↗
  • Who funds ExpERIEnce Children's Museum ↗
  • Who funds PUBLIC BROADCASTING OF NORTHWEST PENNSYLVANIA INC ↗
  • Who funds HAMOT HEALTH FOUNDATION ↗
  • Who funds ERIE CIVIC THEATRE ASSOCIATION ↗
  • Who funds Community Shelter Services Inc ↗
  • Who funds St Pauls Free Clinic Inc ↗
  • Who funds THE INNOCENCE PROJECT INC ↗
  • Who funds SAFENET INC ↗
  • Who funds ERIE DAWN INC ↗
  • Who funds Erie Maritime Foundation Bayfront Maritime Center ↗
  • Who funds Erie Regional Library Foundation Inc ↗
  • Who funds BOYS & GIRLS CLUB OF ERIE INC ↗
  • Who funds SARAH A REED CHILDREN'S CENTER ↗
  • Who funds COMMUNITY COUNTRY DAY SCHOOL ↗
  • Who funds BOCA RATON MUSEUM OF ART ↗
  • Who funds ERIE ART MUSEUM ↗
  • Who funds SHRINERS HOSPITALS FOR CHILDREN ↗
  • Who funds LAKE ERIE ARBORETUM AT FRONTIER ↗

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.

How much its grantees rely on government

Each dot is one organization M J Surgala Tr funds: left to right is the share of its income from government, bottom to top the share from M J Surgala Tr. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%2%8%17%30%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →median 7%
  • President and Fellows of Harvard College: 7% of income from government
  • Dana-Farber Cancer Institute Inc: 7% of income from government
  • Wounded Warrior Project Inc: 0% of income from government
  • Shriners Hospitals for Children: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
25report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–60%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

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.

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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