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EIN 04-6225198

Surrette Louis J Trust T11036

IRS 501(c) type
501(c)(92)
Num. employees
0
City
Dallas
State
Texas
Year formed
1972
Most recent tax filings
2023-12-01
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
Description
Surrette Louis J Trust T11036 is a private foundation located in Dallas, TX that primarily funds unrestricted general grants for various organizations. Grantees include St Mary's Seminary & University and others. Within the past year, the trust made two grants to these organizations.
Also known as...
Louis J Surrette Trust V11036 Ud
Total revenues
$19,126
2023
Total expenses
$34,474
2023
Total assets
$656,632
2023
Num. employees
0
2023

Grants made by Surrette Louis J Trust T11036

GranteeGrant descriptionAmount
St Marys Seminary and UniversityUnrestricted General$11,833

Personnel at Surrette Louis J Trust T11036

NameTitle
Bank of America N AManaging Director

Financials for Surrette Louis J Trust T11036

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$17,274
Net rental income$0
Net gain from sale of non-inventory assets$37
Gross sales of inventory$0
Miscellaneous revenues$1,815
Total revenues$19,126

Form 990s for Surrette Louis J Trust T11036

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-24990PFView PDF
2022-122023-04-26990PFView PDF
2021-122022-04-06990PFView PDF
2020-122021-04-15990PFView PDF
2019-122021-06-09990PFView PDF
...and 9 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 8, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 30, 2023
Updated personnel
Identified 1 new personnel
August 11, 2022
Posted financials
Added Form 990PF for fiscal year 2020
October 18, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizations
Issues
No issues found
Characteristics
Provides grantsNo full-time employees
General information
Address
PO Box 653067
Dallas, TX 75265
County
Dallas County, TX
Phone
(888) 866-3275
IRS details
EIN
04-6225198
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1972
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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