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
Under IRS private-foundation payout rules, Surrette Louis J Trust T11036 reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include St Mary's Seminary & University ($13,205), L'archeveque Catholique Romain ($13,205).
| Recipient | Purpose | Amount |
|---|---|---|
| ST MARY'S SEMINARY & UNIVERSITY BALTIMORE, MD | UNRESTRICTED GENERAL | $13,205 |
| L'ARCHEVEQUE CATHOLIQUE ROMAIN | UNRESTRICTED GENERAL | $13,205 |
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 |
Frequently Asked Questions
How large is Surrette Louis J Trust T11036?
As of 2024, Surrette Louis J Trust T11036 holds $684K in total assets with $68K in annual revenue. It awarded 2 grants totaling $26K in 2024.
Where does Surrette Louis J Trust T11036 operate?
Surrette Louis J Trust T11036 has awarded grants in Maryland.
What size grants does Surrette Louis J Trust T11036 award?
In 2024, Surrette Louis J Trust T11036 awarded 2 grants totaling $26K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Surrette Louis J Trust T11036 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Surrette Louis J Trust T11036 reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Surrette Louis J Trust T11036's EIN?
Surrette Louis J Trust T11036's EIN (Employer Identification Number) is 04-6225198. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.