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EIN 11-6556638

M J Surgala Trust

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Erie
State
Pennsylvania
Year formed
2003
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
The M J Surgala Trust is a private foundation that primarily funds works to promote preservation of the flagship niagara. Grantees include Penn State Erie - The Behrend College and others. The society offers courses, seminars, and educational opportunities in the arts and culture. They made 55 grants last year.
Also known as...
Lincoln Mary Ttee
Total revenues
$692,727
2022
Total expenses
$911,574
2022
Total assets
$16,742,130
2022
Num. employees
1
2022

Grants made by M J Surgala Trust

GranteeGrant descriptionAmount
Jefferson Educational Society of ErieGeneral Funds$70,000
Erie ZooGeneral Funds$55,280
YMCA of Greater ErieGeneral Funds$50,000
...and 35 more grants made totalling $501,380

Personnel at M J Surgala Trust

NameTitleCompensation
Mary LincolnExecutive Director$160,000

Financials for M J Surgala Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$529,799
Net rental income$0
Net gain from sale of non-inventory assets$162,928
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$692,727

Form 990s for M J Surgala Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-11-10990PFView PDF
2019-122021-06-10990PFView PDF
2018-122020-02-07990PFView PDF
...and 7 more Form 990s

Organizations like M J Surgala Trust

OrganizationLocationRevenue
Leland Trust for Charitable Purposes #71Pittsburgh, PA$215,959
George H Davis Charitable TrustDallas, TX$233,107
Duda Family FoundationRochester, NY$194,582
Im Susan L Klimaitis FoundationDallas, TX$430,772
Madigan Edward Foundation TuwLas Vegas, NV$1,230,116
Barton Charitable FoundationBellaire, MI$198,512
Claude and Rose Gorseline Memorial FundBrooklyn, OH$276,380
The Gartner Family Charitable TrustNew York, NY$561,869
Mary Carrozza Irrev TrustPennington, NJ$273,552
Benjamin J Rosenthal FoundationDeerfield, IL$429,346
Data update history
January 5, 2024
Posted financials
Added Form 990PF for fiscal year 2022
July 15, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 30, 2023
Posted financials
Added Form 990PF for fiscal year 2020
May 18, 2023
Used new vendors
Identified 1 new vendor, including
October 18, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donations
General information
Address
5966 Wyndemere Dr
Erie, PA 16505
Metro area
Erie, PA
County
Erie County, PA
Phone
(814) 838-4921
IRS details
EIN
11-6556638
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2003
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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