Funder DirectoryJOHN & VERA JO SURBECK CHARITABLE TRUST
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Private foundation (trust)EIN 436417662Est. 1992-11

JOHN & VERA JO SURBECK CHARITABLE TRUST

KIRKSVILLE, MO 63501

Accepts unsolicited proposals

Total Assets

$579K

FY 2023

Annual Giving

$26K

FY 2023

Grants Made

3

FY 2023

Avg Grant

$9K

FY 2023

Grant Range

$3K–$18K

Typical

Deadlines

MAY 31

Applications

Financial Snapshot

2023 filing

Total Revenue

$19K

Total Expenses

$35K

Qualifying Distributions

$26K

Distributable Amount

$29K

Min. Investment Return

$29K

Undistributed Income

$29K

Payout rate 91%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.91%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

3 years

Giving over time from 2021 to 2023. Peak $26K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

7 grants

TRUMAN STATE FOUNDATION
$18K
1 grant
FOREST LAKE AREA TRAILS
$6K
1 grant
KIRKSVILLE AREA ARTS ASSOCIATION
$5K
1 grant
MAPLES REPORTARY THEATHER
$3K
1 grant
UNITED WAY OF NORTHEAST MISSOURI
$3K
2 grants
ROTARY INTERNATIONAL
$1K
1 grant

Grant Size Distribution

7 grants

<$10K
6
grants
$10–50K
1
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Missouri
$35K
97% of total
Illinois
$1K
3% of total

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JOHN & VERA JO SURBECK CHARITABLE TRUST — Grants, Financials & Contact | Grantivo