John & Vera Jo Surbeck Charitable Trust

KIRKSVILLE, MO EIN: 43-6417662

John & Vera Jo Surbeck Charitable Trust is a nonprofit organization, based in KIRKSVILLE, MO. IRS filing data is available from 2021 through 2024. In 2024, it awarded 7 grants totaling $29K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$29K

+10.0% YoY

Grant Count

7

+133.3% YoY

Avg Grant Size

$4K

-52.9% YoY

About John & Vera Jo Surbeck Charitable Trust

Based on IRS filings

John & Vera Jo Surbeck Charitable Trust is a nonprofit organization, based in KIRKSVILLE, MO. IRS filing data is available from 2021 through 2024. In 2024, it awarded 7 grants totaling $29K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

EVANSTONHANNIBALKIRKSVILLEKRIKSVILLEMACONPROTEM

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.12021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$22K$29K3 grants20211 grants20223 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

TRUMAN STATE FOUNDATION$14KUNITED WAY OF NORTHEAST …$5KI THINK I CAN FOUNDATION$3KKIKRSVILLE CHILD DEVELOP…$3KLAZY ACRES VFD$2KKIRKSVILLE AREA ARTS ASS…$2KHANNIBAL REGIONAL HOSPIT…$1K

Grant Size Distribution

14 grants across all recorded years

14<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Truman State Foundation ($14,434), United Way of Northeast Missouri ($5,000), I Think I Can Foundation ($2,500).

RecipientPurposeAmount
KIRKSVILLE AREA ARTS ASSOCIATION KIRKSVILLE, MOCONTRIBUTION TO CAPITAL CAMPAIGN, PROMOTION OF ARTS IN THE COMMUNITY$1,500
TRUMAN STATE FOUNDATION KIRKSVILLE, MOSUPPORT FOR THE UNIVERSITY TO ENHANCE ACADEMIC OFFERINGS, MAINTAIN THE CAMPUS, FUND RESEARCH AND SPEAKERS, AND PROVIDE SCHOLARSHIPS.$14,434
UNITED WAY OF NORTHEAST MISSOURI KIRKSVILLE, MOTO ASSIST UNITED WAY IN FUNDING THEIR RECIEPENT AGENTCIES IN THE KIRKSVILLE COMMUNITY TO IMPROVE THE QUALITY OF LIFE FOR EVERYONE$5,000
HANNIBAL REGIONAL HOSPITAL FOUNDATION HANNIBAL, MOCONTRIBUTION TO INSPIRE HOPE CAMPAIGN. SUPPORT WITLL ASSIST IN PROVIDING CARE KITS TO CANCER PATIENTS HAVING TO LEAVE TOWN FOR CARE$1,000
LAZY ACRES VFD PROTEM, MOTO ASSIST IN RENOVATING THE VOLUNTEER FIRE DEPARTMET OF LAZY ACRES PROTEM, MO$2,000
I THINK I CAN FOUNDATION KRIKSVILLE, MOTO ASSIST IN PROVIDING BASIC NEEDS AND OPPORTUNITIES TO THE CHILDREN OF KIRKSVILLE MISSOURI SCHOOL DISTRICT WHO CANNOT OTHERWISE PROVIDE FOR THEMSELVES$2,500
KIKRSVILLE CHILD DEVELOPMENT CENTER KIRKSVILLE, MOTO ASSIST IN PROVIDING HIGH-QUALITY EARLY CHILDHOOD EDUCATION$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DEBRA BOUGHTONTRUSTEE1
JOHN DUNGANTRUSTEE
CHARLES BOUGHTONTRUSTEE2

Frequently Asked Questions

Where does John & Vera Jo Surbeck Charitable Trust operate?

John & Vera Jo Surbeck Charitable Trust has awarded grants in Illinois, Missouri.

What size grants does John & Vera Jo Surbeck Charitable Trust award?

In 2024, John & Vera Jo Surbeck Charitable Trust awarded 7 grants totaling $29K — an average of about $4K per grant, based on its IRS Form 990 filings.

What is John & Vera Jo Surbeck Charitable Trust's EIN?

John & Vera Jo Surbeck Charitable Trust's EIN (Employer Identification Number) is 43-6417662. IRS Form 990 filing data is available on this page for 2021–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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