John & Vera Jo Surbeck Charitable Trust
- Assets
- $604.3k
- Revenue
- $7.2k
- Investments
- $204.6k
- Employees
- 0
- Location
- Kirksville, MO
- Founding
- 11/1992
- Data as of
- 12/2021
- 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 12/2021, John & Vera Jo Surbeck Charitable Trust generated $7.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 2 years, the organization has seen revenues fall by an average of (51.9%) each year. All expenses for the organization totaled $9.5k during the year ending 12/2021. 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 | |
Charles Boughton Trustee | 2 | $0 | |
John Dungan Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2,772 |
| Dividends & Interest | $4,452 |
| 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 | $7,224 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $48 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $4,543 |
| Contributions, gifts, grants paid | $4,940 |
| Total expenses and disbursements | $9,483 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $399,625 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $604,255 |
| 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 |
|---|---|
MAPLES REPORTARY THEATHER PURPOSE: TO ASSIST WITH THE RECEIPENTS MISSION OF BRINGING ARTS TO THE GENERAL PUBLIC | $3,440 |
Evanston, IL 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 |
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 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Klaff Family Foundation Chicago, IL | $171,629,374 | $12,167,429 |
Charles E Lakin Foundation Inc Council Bluffs, IA | $146,415,136 | $18,758,116 |
The Pritzker Pucker Family Foundation Chicago, IL | $63,807,485 | $11,921,924 |
The Hagan Scholarship Foundation Columbia, MO | $259,194,852 | $64,132,818 |
Sunshine Charitable Foundation Libertyville, IL | $0 | $4,219,972 |
Tracy Family Foundation Mt Sterling, IL | $19,754,710 | $6,714,098 |
Charis Foundation Knoxville, TN | $16,682,566 | $7,998,986 |
Chicagobeyond Inc Chicago, IL | $1,837,444 | $0 |
Conduit Foundation Chicago, IL | $3,365,161 | $7,119,515 |
Anahata Foundation Chicago, IL | $150,849,919 | $3,685,553 |
Chicago Foundation For Women Chicago, IL | $20,116,109 | $10,062,657 |
Mutual Of Omaha Foundation Omaha, NE | $120,899,798 | $13,368,524 |