M J SURGALA TR
https://N/ATotal Given 2016–2024
$4.9M
357 grants · $542K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $4K–$15K
grant size
47%
supporter · 70/149 multi-year
repeat
$16.5M
Assets · 2020
149
Distinct recipients
About
AMOUNTS SET ASIDE FOR SPECIFIC CHARITABLE PROJECTS FOR THE ERIE ZOOLOGICAL SOCIETY AND JEFFERSON EDUCATIONAL SOCIETY. THE SET ASIDE AMOUNTS WILL BE PAID AS FOLLOWS: 2019 2020 2021 2022ERIE ZOOLOGICAL SOCIETY 50,000 50,000 50,000 50,000JEFFERSON EDUCATIONAL SOCIETY 50,000
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
MARY LINCOLN
Phone
8148384921
Deadlines
NONE
How to Apply
CONTACT THE TRUSTEE FOR INFORMATION ON SUBMITTING APPLICATIONS
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $492K | $14.8M | $509K | 49 |
| 2017 | $785K | $15.9M | $503K | 57 |
| 2018 | $686K | $13.3M | $495K | 48 |
| 2019 | N/A | $15.7M | $528K | N/A |
| 2020 | $647K | $16.5M | $545K | 59 |
| 2022 | $729K | $16.7M | $693K | 58 |
| 2023 | $713K | $19.2M | $407K | 35 |
| 2024 | $829K | $23.1M | $649K | 51 |
Grant Size Distribution
Based on 357 grants on record
Minimum
$250
25th Pctl
$4K
Median
$10K
Average
$14K
75th Pctl
$15K
Maximum
$411K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| MARY LINCOLN | EXECUTIVE DIRECTOR | $80K |
| MARY LINCOLN TRUSTEE | EXEC DIR | $80K |
Grants Awarded (357 total)
| Purpose | ||||
|---|---|---|---|---|
| JEFFERSON EDUCATIONAL SOCIETY | ERIE, PA | $411,000 | GENERAL FUNDS | 2023 |
| ERIE ZOOLOGICAL SOCIETY | ERIE, PA | $200,000 | OPERATES A ZOOLOGICAL PARK THAT PROVIDES EDUCATIONAL AND RECREATIONAL ACTIVITIES THAT FOSTER A GREATER SENSE OF... | 2018 |
| JEFFERSON EDUCATIONAL SOCIETY | ERIE, PA | $150,000 | Promote civic enlightenment and community progress for the Erie Region through the study, research, and discussion... | 2017 |
| JEFFERSON EDUCATIONAL SOCIETY | ERIE, PA | $100,000 | GENERAL FUNDS | 2024 |
| PENN STATE ERIE - THE BEHREND COLLEGE | ERIE, PA | $70,000 | GENERAL FUNDS | 2020 |
| JEFFERSON EDUCATIONAL SOCIETY | ERIE, PA | $70,000 | GENERAL FUNDS | 2022 |
| ERIE ZOOLOGICAL SOCIETY | ERIE, PA | $55,280 | GENERAL FUNDS | 2022 |
| UNITED WAY OF ERIE COUNTY | ERIE, PA | $55,000 | GENERAL FUNDS | 2024 |
| JEFFERSON EDUCATIONAL SOCIETY | ERIE, PA | $51,000 | The Society offers courses, seminars, and lectures which explain the central ideas that have formed the past, assist... | 2018 |
| JEFFERSON EDUCATIONAL SOCIETY | ERIE, PA | $50,000 | GENERAL FUNDS | 2020 |
| PENN STATE ERIE - THE BEHREND COLLEGE | ERIE, PA | $50,000 | ACCREDITED COLLEGE | 2017 |
| MOUNT ST BENEDICT MONASTERY | ERIE, PA | $50,000 | GENERAL FUNDS | 2024 |
| UNITARIAN UNIVERSALIST CHURCH OF GIRARD | GIRARD, PA | $50,000 | GENERAL FUNDS | 2024 |
| ERIE ZOOLOGICAL SOCIETY | ERIE, PA | $50,000 | GENERAL FUNDS | 2020 |
| PENN STATE ERIE - THE BEHREND COLLEGE | ERIE, PA | $50,000 | ACCREDITED COLLEGE | 2018 |
| ERIE CITY MISSION | ERIE, PA | $50,000 | GENERAL FUNDS | 2024 |
| JEFFERSON EDUCATIONAL SOCIETY | ERIE, PA | $50,000 | The Society offers courses, seminars, and lectures which explain the central ideas that have formed the past, assist... | 2018 |
| SECOND HARVEST FOOD BANK | ERIE, PA | $50,000 | GENERAL FUNDS | 2024 |
| PENN STATE ERIE - BEHREND COLLEGE | ERIE, PA | $50,000 | COLLEGEACCREDITED | 2016 |
| YMCA OF GREATER ERIE | ERIE, PA | $50,000 | GENERAL FUNDS | 2022 |
| ERIE HOMES FOR CHILDREN & ADULTS | ERIE, PA | $50,000 | GENERAL FUNDS | 2024 |
| PENN STATE ERIE - THE BEHREND COLLEGE | ERIE, PA | $40,000 | GENERAL FUNDS | 2022 |
| FLAGSHIP NIAGARA LEAGUE | ERIE, PA | $35,000 | SUPPORTS THE PRESERVATION OF THE FLAGSHIP NIAGARA | 2017 |
| EXPERIENCE CHILDREN'S MUSEUM | ERIE, PA | $30,000 | GENERAL FUNDS | 2022 |
| FLAGSHIP NIAGARA LEAGUE | ERIE, PA | $30,000 | GENERAL FUNDS | 2020 |