John & Vera Jo Surbeck Charitable Trust
- Assets
- $607.8k
- Revenue
- $9.1k
- Investments
- $259.2k
- Employees
- 0
- Location
- Kirksville, MO
- Founding
- 11/1992
- Data as of
- 12/2022
- EIN
- 43-6417662
Organization Overview
John & Vera Jo Surbeck Charitable Trust is located in Kirksville, MO. The organization was established in 1992. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. John & Vera Jo Surbeck Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, John & Vera Jo Surbeck Charitable Trust generated $9.1k in total revenue. This organization has experienced exceptional growth, as over the past 2 years, it has increased revenue by an average of 12.3% each year . All expenses for the organization totaled $5.6k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Debra Boughton Trustee | 1 | $0 | |
John Dungan Trustee | 0 | $0 | |
Charles Boughton Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2,140 |
| Dividends & Interest | $6,964 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $9,104 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $100 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | -$4 |
| Total operating and administrative expenses | $591 |
| Contributions, gifts, grants paid | $5,000 |
| Total expenses and disbursements | $5,591 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $348,601 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $53,000 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $607,768 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, John & Vera Jo Surbeck Charitable Trust has awarded $4,940 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
ROTARY INTERNATIONAL PURPOSE: TO ASSIST ROTARY INTERNATIONAL WITH THEIR GOALS OF FIGHTING DISEASE, PROVIDING CLEAN WATER, SANITATION AND HYGIENE, PROMOTING PEACE, SUPPORTING EDUCATION, GROWING LOCAL ECONOMIES AND SAVING MOTHERS AND CHILDREN WORLD WIDE | $1,000 |
MAPLES REPORTARY THEATHER PURPOSE: TO ASSIST WITH THE RECEIPENTS MISSION OF BRINGING ARTS TO THE GENERAL PUBLIC | $3,440 |
UNITED WAY OF NORTHEAST MISSOURI PURPOSE: TO ASSIST UNITED WAY IN FUNDING THEIR RECIEPENT AGENTCIES IN THE KIRKSVILLE COMMUNITY TO IMPROVE THE QUALITY OF LIFE FOR EVERYONE | $500 |