M J SURGALA TR

Cite this

Plain text M J SURGALA TR. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/m-j-surgala-tr-116556638. Retrieved 2026-10-27.

APA furp.org. (n.d.). M J SURGALA TR [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 27, 2026, from https://furp.org/org/m-j-surgala-tr-116556638

MLA “M J SURGALA TR.” furp.org, tax years 2012–2024, https://furp.org/org/m-j-surgala-tr-116556638. Accessed 27 Oct. 2026.

Retrieved 2026-10-27; covers tax years 2012–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $649K · expenses $927K · assets $23.1M

EIN: 11-6556638
Address: 5966 WYNDEMERE DR, ERIE, PA 16505-5606
NTEE code: T20
Exempt type: 501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date: April 2003 (when the IRS recognized its exemption)
IRS status: Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations: Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status: Private non-operating foundation
Cross-check: ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Mary Lincoln	EXECUTIVE DIRECTOR	2017-2024	$80,000	$720,000	1
Mary Lincoln Trustee (former)	EXEC DIR	2012-2016	$80,000	$416,478	1

People by year

2024 · 1 person listed · 1 paid, $80K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY LINCOLN	EXECUTIVE DIRECTOR	10	$80,000	-	$0	$80,000	1

2023 · 1 person listed · 1 paid, $80K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY LINCOLN	EXECUTIVE DIRECTOR	10	$80,000	-	$0	$80,000	1

2022 · 1 person listed · 1 paid, $160K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY LINCOLN	EXECUTIVE DIRECTOR	10	$160,000	-	$0	$160,000	1

2021 · 1 person listed · 1 paid, $80K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY LINCOLN	EXECUTIVE DIRECTOR	10	$80,000	-	$0	$80,000	1

2020 · 1 person listed · 1 paid, $80K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY LINCOLN	EXECUTIVE DIRECTOR	10	$80,000	-	$0	$80,000	1

2019 · 1 person listed · 1 paid, $80K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY LINCOLN	EXECUTIVE DIRECTOR	10	$80,000	-	$0	$80,000	1

2018 · 1 person listed · 1 paid, $80K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY LINCOLN	EXECUTIVE DIRECTOR	10	$80,000	-	$0	$80,000	1

2017 · 1 person listed · 1 paid, $80K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY LINCOLN	EXECUTIVE DIRECTOR	10	$80,000	-	$0	$80,000	1

2016 · 1 person listed · 1 paid, $80K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY LINCOLN TRUSTEE	EXEC DIR	10	$80,000	-	$0	$80,000	1

2015 · 1 person listed · 1 paid, $80K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY LINCOLN TRUSTEE	EXEC DIR	10	$80,000	-	$0	$80,000	1

2014 · 1 person listed · 1 paid, $81K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY LINCOLN TRUSTEE	EXEC DIR	10	$80,910	-	$0	$80,910	1

2013 · 1 person listed · 1 paid, $82K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY LINCOLN TRUSTEE	EXEC DIR	10	$81,854	-	$0	$81,854	1

2012 · 1 person listed · 1 paid, $94K

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
MARY LINCOLN TRUSTEE	EXEC DIR	8	$93,714	-	$0	$93,714	1

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 51 grants to organizations · $829K

Show every grant for 2024 · CSV

2023 · 35 grants to organizations · $713K

Show every grant for 2023 · CSV

2022 · 58 grants to organizations · $729K

Show every grant for 2022 · CSV

2021 · 55 grants to organizations · $625K

Show every grant for 2021 · CSV

2020 · 59 grants to organizations · $647K

Show every grant for 2020 · CSV

2019 · 55 grants to organizations · $617K

Show every grant for 2019 · CSV

2018 · 46 grants to organizations · $436K

Show every grant for 2018 · CSV

2017 · 55 grants to organizations · $600K

Show every grant for 2017 · CSV

2016 · 49 grants to organizations · $492K

Show every grant for 2016 · CSV

2015 · 49 grants to organizations · $950K

Show every grant for 2015 · CSV

2014 · 56 grants to organizations · $769K

Show every grant for 2014 · CSV

2013 · 57 grants to organizations · $540K

Show every grant for 2013 · CSV

2012 · 55 grants to organizations · $648K

Show every grant for 2012 · CSV

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$648,982	$926,810	$23,051,169	$23,051,169	-	-	$80,000	-	-
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$406,592	$816,226	$19,150,904	$19,150,904	$5,000	-	$80,000	-	-
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$692,727	$911,574	$16,742,130	$16,742,130	-	-	$160,000	-	-
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$540,581	$712,717	$18,809,282	$18,809,282	-	-	$80,000	-	-
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$545,118	$736,068	$16,532,282	$16,532,282	-	-	$80,000	-	-
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$528,486	$703,542	$10,911,401	$10,681,401	-	-	$80,000	-	-
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$495,468	$523,338	$11,056,457	$10,856,457	-	-	$80,000	-	-
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$502,723	$687,671	$10,884,327	$10,884,327	-	-	$80,000	-	-
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$509,405	$580,933	$11,069,275	$11,069,275	-	-	$80,000	-	-
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$380,662	$1,068,934	$11,140,803	$11,140,803	-	-	$80,000	-	-
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$453,687	$914,356	$11,829,075	$11,829,075	-	-	$80,910	-	-
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$364,600	$631,154	$12,289,744	$12,289,744	-	-	$81,854	-	-
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$477,542	$778,814	$12,556,298	$12,556,298	-	-	$93,714	-	-

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
JP MASCARO & SONS CHARITABLE TRUST	PA	T20	$699,007	$484,361	TRUSTEE	$0	Same NTEE code T20, revenue within 2x, same state
JEDS FOUNDATION TR 030900	PA	T20	$697,367	$176,467	TRUSTEE	$0	Same NTEE code T20, revenue within 2x, same state
LEWIS FOUNDATION TR	PA	T20	$690,878	$594,129	TRUSTEE	$99,673	Same NTEE code T20, revenue within 2x, same state
ELIZABETH S BLACK CHARITABLE TR	PA	T20	$599,775	$667,699	TRUSTEE	$96,854	Same NTEE code T20, revenue within 2x, same state
ARTHUR F BLANCHARD F TR U AGREE	PA	T20	$633,321	$1,074,008	TRUSTEE	$145,336	Same NTEE code T20, revenue within 2x, same state
MICHAEL AND SUELLEN WEIR FOUNDATION	PA	T20	$685,916	$616,941	BOARD MEMBER	$10,000	Same NTEE code T20, revenue within 2x, same state
OPAL GODFREY BRENAN CHARITABLE TR UA 03021995	PA	T20	$643,306	$407,299	TRUSTEE	$74,178	Same NTEE code T20, revenue within 2x, same state
MARIAN S LAWRY PRIVATE FOUNDATION	PA	T20	$710,229	$608,852	TRUSTEE	$94,703	Same NTEE code T20, revenue within 2x, same state
MANUEL AND KELLIE STAMATAKIS FAMILY FOUNDATION	PA	T20	$605,878	$12,805	President	$0	Same NTEE code T20, revenue within 2x, same state
JOSEPH B SCHELLER AND RITA SCHELLER CHARITABLE FOUNDATION	PA	T20	$683,928	$291,559	CHAIRPERSON	$60,000	Same NTEE code T20, revenue within 2x, same state
MOUNT AIRY FOUNDATION	PA	T20	$696,436	$220,000	TRUSTEE	$0	Same NTEE code T20, revenue within 2x, same state
JCDRP FAMILY FOUNDATION	PA	T20	$650,105	$1,101,616	PRESIDENT, TREASURER & TRUSTEE	$0	Same NTEE code T20, revenue within 2x, same state
METZLER FAMILY FOUNDATION	PA	T20	$617,601	$213,578	PRESIDENT	$0	Same NTEE code T20, revenue within 2x, same state
THOMAS L CLINE FOUNDATION	PA	T20	$633,306	$195,606	DIRECTOR	$0	Same NTEE code T20, revenue within 2x, same state
MIM ENCK CHARITABLE FOUNDATION	PA	T20	$654,111	$613,312	TRUSTEE	$40,290	Same NTEE code T20, revenue within 2x, same state
SATISH & RUPAL SHAH CHARITABLE FOUNDATION	PA	T20	$606,318	$257,007	TRUSTEE	$0	Same NTEE code T20, revenue within 2x, same state
THE@BETTY AND LEO BALZEREIT FOUNDATION	PA	T20	$709,051	$591,818	TRUSTEE	$0	Same NTEE code T20, revenue within 2x, same state
JANE AND LEONARD KORMAN FAMILYFOUNDATION	PA	T20	$631,764	$6,332,326	OFFICER & SECRETARY	$56,542	Same NTEE code T20, revenue within 2x, same state
ROSEWOOD FOUNDATION	PA	T20	$649,082	$464,062	Trustee	$0	Same NTEE code T20, revenue within 2x, same state
NICELY RIDGE FOUNDATION	PA	T20	$639,749	$962,845	DIRECTOR/CHAIRMAN/PRESIDENT	$0	Same NTEE code T20, revenue within 2x, same state
CURATERRA FOUNDATION	PA	T20	$663,570	$467,840	CHAIR	$0	Same NTEE code T20, revenue within 2x, same state
RICE FAMILY FOUNDATION	PA	T20	$629,788	$740,491	TRUSTEE	$0	Same NTEE code T20, revenue within 2x, same state
BYHAM CHARITABLE FOUNDATION	PA	T20	$679,499	$272,963	TRUSTEE	$0	Same NTEE code T20, revenue within 2x, same state
GREEN FOX FOUNDATION INC	PA	T20	$617,327	$114,539	PRESIDENT/SECRETARY	$0	Same NTEE code T20, revenue within 2x, same state
ARNOLD FOUNDATION	PA	T20	$684,427	$182,439	PRESIDENT/SECRETARY/TREASU	$0	Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

Grantor	Type	Total given	Grants	Organizations funded	Years	Which ones
THE ARLENE UTZ HOLLINGER FOUNDATION	Private foundation	$1,516,517	2	1	2022–2022	RICE FAMILY FOUNDATION
SOROS FUND CHARITABLE FOUNDATION	Private foundation	$1,400,000	4	1	2023–2025	EULE CHARITABLE FOUNDATION TR
MARGARET E DICKINS FOUNDATION INC	Private foundation	$179,389	1	1	2014–2014	MARGARET M DECKER FOUNDATION INC
FRANSECO A MASCARO CHARITABLE TR	Private foundation	$35,000	1	1	2018–2018	JP MASCARO & SONS CHARITABLE TRUST
AMERICAN ONLINE GIVING FOUNDATION INC	DAF sponsor	$6,618	1	1	2025–2025	SAWYER FOUNDATION CHARITABLE TR
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	DAF sponsor	$6,000	1	1	2024–2024	SAWYER FOUNDATION CHARITABLE TR
PASQUALE & SUSAN LEE MASCARO CHARITABLE TR	Private foundation	$5,000	1	1	2018–2018	JP MASCARO & SONS CHARITABLE TRUST
AMAZONSMILE FOUNDATION	Private foundation	$27	2	1	2022–2023	MCCB TRANSITIONS INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $926,810 spent · pay $80,000 · grants $828,850 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$828,850	89.4%
Pay: officers, directors, trustees	$80,000	8.6%
Taxes	$8,139	0.9%
Other expenses	$7,071	0.8%
Fees: accounting	$2,750	0.3%
Total	$926,810	100%

View the filing

2023 · Form 990PF · $816,226 spent · pay $80,000 · grants $712,711 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$712,711	87.3%
Pay: officers, directors, trustees	$80,000	9.8%
Taxes	$12,701	1.6%
Other expenses	$6,039	0.7%
Fees: accounting	$4,775	0.6%
Total	$816,226	100%

View the filing

2022 · Form 990PF · $911,574 spent · pay $160,000 · grants $728,540 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$728,540	79.9%
Pay: officers, directors, trustees	$160,000	17.6%
Other expenses	$12,054	1.3%
Taxes	$8,705	1.0%
Fees: accounting	$2,275	0.2%
Total	$911,574	100%

View the filing

2021 · Form 990PF · $712,717 spent · pay $80,000 · grants $625,160 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$625,160	87.7%
Pay: officers, directors, trustees	$80,000	11.2%
Occupancy	$6,000	0.8%
Other expenses	$1,557	0.2%
Total	$712,717	100%

View the filing

2020 · Form 990PF · $736,068 spent · pay $80,000 · grants $646,900 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$646,900	87.9%
Pay: officers, directors, trustees	$80,000	10.9%
Occupancy	$6,000	0.8%
Fees: accounting	$1,950	0.3%
Other expenses	$990	0.1%
Taxes	$228	0.0%
Total	$736,068	100%

View the filing

2019 · Form 990PF · $703,542 spent · pay $80,000 · grants $616,551 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$616,551	87.6%
Pay: officers, directors, trustees	$80,000	11.4%
Occupancy	$6,000	0.9%
Other expenses	$750	0.1%
Taxes	$241	0.0%
Total	$703,542	100%

View the filing

2018 · Form 990PF · $523,338 spent · pay $80,000 · grants $436,175 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$436,175	83.3%
Pay: officers, directors, trustees	$80,000	15.3%
Occupancy	$6,000	1.1%
Other expenses	$940	0.2%
Taxes	$223	0.0%
Total	$523,338	100%

View the filing

2017 · Form 990PF · $687,671 spent · pay $80,000 · grants $600,225 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$600,225	87.3%
Pay: officers, directors, trustees	$80,000	11.6%
Occupancy	$6,000	0.9%
Other expenses	$1,139	0.2%
Taxes	$307	0.0%
Total	$687,671	100%

View the filing

2016 · Form 990PF · $580,933 spent · pay $80,000 · grants $491,700 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$491,700	84.6%
Pay: officers, directors, trustees	$80,000	13.8%
Occupancy	$6,000	1.0%
Other expenses	$2,864	0.5%
Taxes	$369	0.1%
Total	$580,933	100%

View the filing

2015 · Form 990PF · $1,068,934 spent · pay $80,000 · grants $950,445 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$950,445	88.9%
Pay: officers, directors, trustees	$80,000	7.5%
Taxes	$28,615	2.7%
Occupancy	$6,000	0.6%
Other expenses	$2,374	0.2%
Fees: accounting	$1,500	0.1%
Total	$1,068,934	100%

View the filing

2014 · Form 990PF · $914,356 spent · pay $80,910 · grants $768,700 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$768,700	84.1%
Pay: officers, directors, trustees	$80,910	8.8%
Taxes	$56,118	6.1%
Occupancy	$6,000	0.7%
Fees: accounting	$1,500	0.2%
Other expenses	$1,128	0.1%
Total	$914,356	100%

View the filing

2013 · Form 990PF · $631,154 spent · pay $81,854 · grants $540,150 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$540,150	85.6%
Pay: officers, directors, trustees	$81,854	13.0%
Occupancy	$6,000	1.0%
Fees: accounting	$2,400	0.4%
Other expenses	$750	0.1%
Total	$631,154	100%

View the filing

2012 · Form 990PF · $778,814 spent · pay $93,714 · grants $648,350 · events $0

Line	Total	Share
Contributions, gifts, grants paid	$648,350	83.2%
Pay: officers, directors, trustees	$93,714	12.0%
Other expenses	$23,300	3.0%
Taxes	$7,450	1.0%
Occupancy	$6,000	0.8%
Total	$778,814	100%

View the filing

M J SURGALA TR

People paid by the organization

People by year

Highest-paid independent contractors

Who the money went to

Who gave

Finances

Funders of this organization

Similar organizations

Who funds organizations like this

Where the money went

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