The Pennsylvania State Capitol

Form 990-PFTax year 2024EIN 11-6556638

M J Surgala TR

A private foundation in Erie, PA. Its return for tax year 2024 lists 51 grants and $828,850 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Mary Lincoln
5966 Wyndemere Drive
Erie, PA 16505
(814) 838-4921
Form and materials
Contact the trustee for information on submitting applications
Deadlines
None
Restrictions
None

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $828,850

    Grants listed
    51
    Assets, end of year
    $23,051,169
  • Tax year 2023

    $712,711

    Grants listed
    35
    Assets, end of year
    $19,150,904
  • Tax year 2022

    $728,540

    Grants listed
    58
    Assets, end of year
    $16,742,130
  • Tax year 2021

    $625,160

    Grants listed
    55
    Assets, end of year
    $18,809,282
  • Tax year 2020

    $646,900

    Grants listed
    59
    Assets, end of year
    $16,532,282
  • Tax year 2019

    $616,551

    Grants listed
    55
    Assets, end of year
    $10,911,401
  • Tax year 2018

    $436,175

    Grants listed
    46
    Assets, end of year
    $11,056,457

Grants paid in 2024

51 grants, largest first

As listed on the return.

  1. Jefferson Educational SocietyErie, PA

    General funds

    $100,000
  2. United Way of Erie CountyErie, PA

    General funds

    $55,000
  3. Erie City MissionErie, PA

    General funds

    $50,000
  4. Erie Homes for Children & AdultsErie, PA

    General funds

    $50,000
  5. Mount St Benedict MonasteryErie, PA

    General funds

    $50,000
  6. Second Harvest Food BankErie, PA

    General funds

    $50,000
  7. Unitarian Universalist Church of GirardGirard, PA

    General funds

    $50,000
  8. Emmaus MinistriesErie, PA

    General funds

    $30,000
  9. Family Services of NW PAErie, PA

    General funds

    $25,000
  10. Inner City Neighborhood Art HouseErie, PA

    General funds

    $25,000
  11. Innocence ProjectNew York, NY

    General funds

    $25,000
  12. Experience Children's MuseumErie, PA

    General funds

    $20,000
  13. Julia Hospice & Palliative CareErie, PA

    General funds

    $20,000
  14. St Joseph Health FoundationPaterson, NJ

    General funds

    $20,000
  15. Erie PhilharmonicErie, PA

    General funds

    $20,000
  16. Boca Raton Museum of ArtBoca Raton, FL

    General funds

    $17,600
  17. Hamot Health FoundationErie, PA

    General funds

    $15,500
  18. Boys & Girls Club of Erie IncErie, PA

    General funds

    $15,000
  19. St Pauls Free ClinicErie, PA

    General funds

    $15,000
  20. Unitarian Universalist Congregation of ErieErie, PA

    General funds

    $15,000
  21. Bayfront Maritime CenterErie, PA

    General fund

    $11,000
  22. Erie DawnErie, PA

    General funds

    $10,000
  23. Erie PlayhouseErie, PA

    General funds

    $10,000
  24. Mercy Center for WomenErie, PA

    General funds

    $10,000
  25. Sarah A Reed Children's CenterErie, PA

    General funds

    $10,000
  26. The Sight Center of Northwest OhioToledo, OH

    General funds

    $10,000
  27. The Upper Room of ErieErie, PA

    General funds

    $10,000
  28. Flagship Niagara LeagueErie, PA

    General funds

    $8,000
  29. WQLNErie, PA

    General funds

    $7,000
  30. Hagen History CenterErie, PA

    General funds

    $5,200
  31. Asbury WoodsErie, PA

    General funds

    $5,000
  32. Crime Victim CenterErie, PA

    General funds

    $5,000
  33. Erie Cancer Wellness CenterErie, PA

    General funds

    $5,000
  34. Erie Downtown PartnershipErie, PA

    General funds

    $5,000
  35. House of Mercy ErieErie, PA

    General funds

    $5,000
  36. Meals on Wheels ErieErie, PA

    General funds

    $5,000
  37. SafenetErie, PA

    General funds

    $5,000
  38. Salvation ArmyErie, PA

    General funds

    $5,000
  39. St Martin CenterErie, PA

    General funds

    $5,000
  40. Erie Arts & CultureErie, PA

    General funds

    $5,000
  41. Children's Advocacy CenterErie, PA

    General funds

    $5,000
  42. Boca Raton Regional Hospital FoundationBoca Raton, FL

    General funds

    $2,500
  43. Mercyhurst Institute of Arts & CultureErie, PA

    General funds

    $2,500
  44. Doctors Without BordersNew York, NY

    General funds

    $2,000
  45. Dr Gertrude Barber FoundationErie, PA

    General funds

    $2,000
  46. Harborcreek Youth ServicesHarborcreek, PA

    General funds

    $2,000
  47. American Heart AssociationDallas, TX

    General funds

    $1,000
  48. American Lung AssociationTallahassee, FL

    General funds

    $1,000
  49. Harvard Divinity SchoolCambridge, MA

    General funds

    $1,000
  50. St Lucy Catholic ChurchHighland Beach, FL

    General funds

    $300
  51. Erie Yacht Club FoundationErie, PA

    General funds

    $250

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Arts and culture6 grants $170,60042% of the total
  2. Human services4 grants $60,00015% of the total
  3. Philanthropy and grantmaking1 grant $55,00014% of the total
  4. Mental health1 grant $50,00012% of the total
  5. Health3 grants $21,5005% of the total
  6. Youth development1 grant $15,0004% of the total
  7. 5 other causes6 grants $30,7508% of the total

By State

Grants to organizations with a US address, latest year.

  1. Pennsylvania41 grants $748,450
  2. New York1 grant $25,000
  3. Florida4 grants $21,400
  4. New Jersey1 grant $20,000
  5. Ohio1 grant $10,000
  6. Maryland1 grant $2,000
  7. Massachusetts1 grant $1,000
  8. Texas1 grant $1,000

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Mary LincolnEXECUTIVE DIRECTOR Hours 10Pay $80,000

The return

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