Surrette Louis J Trust T11036
Surrette Louis J Trust T11036 is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $684K in total assets. In 2024, it awarded 2 grants totaling $26K. Net investment income was $60K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$684K
+4.1% YoY
Annual Giving
$26K
+11.6% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$13K
+11.6% YoY
About Surrette Louis J Trust T11036
Based on IRS filings
Surrette Louis J Trust T11036 is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $684K in total assets. In 2024, it awarded 2 grants totaling $26K. Net investment income was $60K.
Ready to take the next step with Surrette Louis J Trust T11036?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $683,676 | $656,632 | $672,226 |
| Revenue | $68,401 | $19,126 | $-18,620 |
| Expenses | $40,634 | $34,474 | $52,551 |
| Qualifying Distributions | $32,701 | $27,632 | $42,089 |
| Net Investment Income | $59,963 | $10,206 | $6,420 |
| Distributable Amount | $38,554 | $35,055 | $35,948 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $11,128 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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