John & Vera Jo Surbeck Charitable Trust
John & Vera Jo Surbeck Charitable Trust is a private foundation, based in Kirksville, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $549K in total assets. In 2025, it awarded 7 grants totaling $29K. Net investment income was $19K.
John & Vera Jo Surbeck Charitable Trust at a glance
In short: John & Vera Jo Surbeck Charitable Trust gave $29K across 7 grants in 2025 (avg $4K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $28,699
- -0.8% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $4,100
- -0.8% vs 2024
- Median grant
- $5,000
- Total assets
- $548,753
- -2.3% vs 2024
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who John & Vera Jo Surbeck Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Northeast Missouri Community Action Agency ($8K). Together the top 7 received $29K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How John & Vera Jo Surbeck Charitable Trust gives
- Giving grew 474% from 2022 to 2025. Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $5K (2021) to $29K (2024). In 2025 it made 7 grants totaling $29K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Northeast Missouri Community Action Agency Kirksville, MO | To assist in caommunity action's goals of expanding childcare services | $7,685 |
| Friends of St Marys Church of Adair Missouri Inc Kirksville, MO | Funding the stations of the cross repair and restoration and the rebuilding exterior arches on the face of the building | $6,350 |
| Adair County United Way Kirksville, MO | Annual drive funding, supporting non profit agencies in the community | $5,000 |
| Food Pantry of Adair County Kirksville, MO | To assist united way in funding their reciepent agentcies in the kirksville community to improve the quality of life for everyone | $5,000 |
| Nemo Senior Citizensservice Corp Kirksville, MO | Funding for New Kitchen Equippment Due to Relocation | $2,464 |
| Schuyler County Nursing Home District Queen City, MO | Funding for New Lounge Furniature for Residents | $1,200 |
| Mary Immaculate Church Kirksville, MO | Funding for Building Improvements, Hepa Air Filtration System | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $548,753 | $20,500 | $33,525 | $28,699 | 7 | $28,699 | $18,500 | $27,810 |
| 2024 | $561,778 | $3,809 | $33,775 | $28,934 | 7 | $28,934 | $14,481 | $28,699 |
| 2023 | $591,744 | $19,021 | $35,045 | $26,315 | 3 | $26,315 | $15,018 | $28,934 |
| 2022 | $607,768 | $9,104 | $5,591 | $5,000 | 1 | $5,000 | $9,104 | $29,241 |
| 2021 | $604,255 | $7,224 | $9,483 | $4,940 | 3 | $4,940 | $7,224 | $30,014 |
Under IRS private-foundation payout rules, John & Vera Jo Surbeck Charitable Trust reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John & Vera Jo Surbeck Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Charles Boughton
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Debra Boughton
Trustee
On filings since 2021
1 hr/week
No compensation reported
John Dungan
Trustee
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about John & Vera Jo Surbeck Charitable Trust
How much does John & Vera Jo Surbeck Charitable Trust give each year?
John & Vera Jo Surbeck Charitable Trust gave $29K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $29K across 7 grants.
What is John & Vera Jo Surbeck Charitable Trust's typical grant size?
John & Vera Jo Surbeck Charitable Trust's median grant in 2025 was $5,000, and its average grant was $4,100, across 7 grants on its 2025 IRS Form 990-PF.
Where does John & Vera Jo Surbeck Charitable Trust give grants?
John & Vera Jo Surbeck Charitable Trust gives mostly in Missouri: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Kirksville, MO (6 grants).
Does John & Vera Jo Surbeck Charitable Trust give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on John & Vera Jo Surbeck Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are John & Vera Jo Surbeck Charitable Trust's largest grantees?
John & Vera Jo Surbeck Charitable Trust's largest 2025 grantees include Northeast Missouri Community Action Agency ($7,685), Friends of St Marys Church of Adair Missouri Inc ($6,350) and Adair County United Way ($5,000), according to its 2025 IRS Form 990-PF. Together they received 66% of its itemized 2025 grant dollars.
How large is John & Vera Jo Surbeck Charitable Trust?
John & Vera Jo Surbeck Charitable Trust reported $549K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).
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 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 23, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 1, 2026)
- IRS filings on file for fiscal years 2021–2025
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