EIN 43-6417662

John and Vera Jo Surbeck Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Kirksville
Year formed
1992
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The John and Vera Jo Surbeck Charitable Trust is a private foundation located in Kirksville, MO. It primarily funds contributions to capital campaigns and promotes arts in the community, with grantees including the Kirksville Area Arts Association. Last year, it made one grant.
Total revenues
$19,021
2023
Total expenses
$35,045
2023
Total assets
$591,744
2023
Num. employees
0
2023

Grants made by John and Vera Jo Surbeck Charitable Trust

GranteeGrant descriptionAmount
Truman State University FoundationSupport for the University To Enhance Academic Offerings, Maintain the Campus, Fund Research and Speakers, and Provide Scholarships.$17,615
Forest Lake Area Trail SystemSupport To Continue Development of Trail System in Adair County$6,200
United Way of Northeast MissouriTo Assist United Way in Funding Their Reciepent Agentcies in the Kirksville Community To Improve the Quality of Life for Everyone$2,500

Personnel at John and Vera Jo Surbeck Charitable Trust

NameTitleCompensation
Debra BoughtonTrustee$0

Financials for John and Vera Jo Surbeck Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$18,287
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$734
Total revenues$19,021

Form 990s for John and Vera Jo Surbeck Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-09990PFView PDF
2022-122023-06-01990PFView PDF
2021-122022-05-23990PFView PDF
2018-122019-07-10990PFView PDF
2017-122018-08-23990PFView PDF
...and 7 more Form 990s

Organizations like John and Vera Jo Surbeck Charitable Trust

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The Kozinski FoundationDousman, WI$55,624
The Alsawalhi Charitable FoundationBoston, MA$67,331
Roy and Christine Sturgis FoundationSparkman, AR$38,947
Benny and Kathrin Namdar FoundationGreat Neck, NY$60,426
Legends and Dreams FoundationBucyrus, KS$57,058
At the TableColumbus, OH$14,867
Mallon Family FoundationChicago, IL$76,771
Michele Snyder FoundationPotomac, MD$5,488
The Hampe Family FoundationGalesville, WI$11,394
The Boyer Family FoundationAmarillo, TX$6,583
Data update history
August 12, 2024
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 2, 2023
Posted financials
Added Form 990PF for fiscal year 2022
May 8, 2023
Updated personnel
Identified 3 new personnel
May 7, 2023
Used new vendors
Identified 2 new vendors, including , and
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
3009 Timber LN
Kirksville, MO 63501
County
Adair County, MO
Phone
(660) 341-1091
IRS details
EIN
43-6417662
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1992
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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