John & Vera Jo Surbeck Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like John & Vera Jo Surbeck Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 43-6417662
Foundation Overview
Based in Kirksville, MO, John & Vera Jo Surbeck Charitable Trust has awarded 19 grants totaling $101,269 to organizations in Missouri and Illinois. Individual grants range from $500 to $17,615, with a median award of $5,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
7 of 7 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
95% of all grants are concentrated in Missouri, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Missouri, funding concentrates in Kirksville (89%), Macon (6%), Queen City (6%).
Funding Trajectory
Strong 481% growth in annual giving over 4 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on community projects (50%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into John & Vera Jo Surbeck Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Adair County United Way | $5,000 | Kirksville, MO, US | Annual Drive Funding, Supporting Non Profit Agencies In The Community | 2025 |
| Mary Immaculate Church | $1,000 | Kirksville, MO, US | Funding For Building Improvements, Hepa Air Filtration System | 2025 |
| Food Pantry Of Adair County | $5,000 | Kirksville, MO, US | To Assist United Way In Funding Their Reciepent Agentcies In The Kirksville Community To Improve The Quality Of Life For Everyone | 2025 |
| Schuyler County Nursing Home District | $1,200 | Queen City, MO, US | Funding For New Lounge Furniature For Residents | 2025 |
| Nemo Senior Citizensservice Corp | $2,464 | Kirksville, MO, US | Funding For New Kitchen Equippment Due To Relocation | 2025 |
| Northeast Missouri Community Action Agency | $7,685 | Kirksville, MO, US | To Assist In Caommunity Action's Goals Of Expanding Childcare Services | 2025 |
| Friends Of St Marys Church Of Adair Missouri Inc | $6,350 | Kirksville, MO, US | Funding The Stations Of The Cross Repair And Restoration And The Rebuilding Exterior Arches On The Face Of The Building | 2025 |
| Forest Lake Area Trails | $6,200 | Kirksville, MO, US | Support To Continue Development Of Trail System In Adair County | 2023 |
| United Way Of Northeast Missouri | $2,500 | Kirksville, MO, US | To Assist United Way In Funding Their Reciepent Agentcies In The Kirksville Community To Improve The Quality Of Life For Everyone | 2023 |
| Truman State Foundation | $17,615 | Kirksville, MO, US | Support For The University To Enhance Academic Offerings, Maintain The Campus, Fund Research And Speakers, And Provide Scholarships. | 2023 |
| Forest Lake Area Trails | $6,200 | Kirksville, MO, US | Support To Continue Development Of Trail System In Adair County | 2023 |
| United Way Of Northeast Missouri | $2,500 | Kirksville, MO, US | To Assist United Way In Funding Their Reciepent Agentcies In The Kirksville Community To Improve The Quality Of Life For Everyone | 2023 |
| Truman State Foundation | $17,615 | Kirksville, MO, US | Support For The University To Enhance Academic Offerings, Maintain The Campus, Fund Research And Speakers, And Provide Scholarships. | 2023 |
| Kirksville Area Arts Association | $5,000 | Kirksville, MO, US | Contribution To Capital Campaign, Promotion Of Arts In The Community | 2022 |
| Kirksville Area Arts Association | $5,000 | Kirksville, MO, US | Contribution To Capital Campaign, Promotion Of Arts In The Community | 2022 |
| Kirksville Area Arts Association | $5,000 | Kirksville, MO, US | Contribution To Capital Campaign, Promotion Of Arts In The Community | 2022 |
| Rotary International | $1,000 | Evanston, IL, US | To Assist Rotary International With Their Goals Of Fighting Disease, Providing Clean Water, Sanitation And Hygiene, Promoting Peace, Supporting Education, Growing Local Economies And Saving Mothers And Children World Wide | 2021 |
| Maples Reportary Theather | $3,440 | Macon, MO, US | To Assist With The Receipents Mission Of Bringing Arts To The General Public | 2021 |
| United Way Of Northeast Missouri | $500 | Kirksville, MO, US | To Assist United Way In Funding Their Reciepent Agentcies In The Kirksville Community To Improve The Quality Of Life For Everyone | 2021 |
Foundations Similar to John & Vera Jo Surbeck Charitable Trust
Discover 5 foundations with comparable assets ($547,214-$559,444), similar grant patterns, and geographic focus in MO that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Ruth N Moulton Charitable Trust
EIN: 30-6183325 | 32 grants awarded |
$553,237
(≈ Similar) |
$7,548.5
median grant |
Springfield, MO
Same state |
|
|
Freudenthal Foundation Inc
EIN: 46-2825690 | 37 grants awarded |
$554,329
(≈ Similar) |
$5,000
median grant |
St Joseph, MO
Same state |
|
|
A L Johnson Charitable Trust
EIN: 23-6222364 | 26 grants awarded |
$557,986
(≈ Similar) |
$6,500
median grant |
Saint Louis, MO
Same state |
|
|
Heimer O Perp Char
EIN: 47-6043451 | 30 grants awarded |
$547,214
(≈ Similar) |
$5,000
median grant |
Saint Louis, MO
Same state |
|
|
Bertis Westfall Charitable Trust
EIN: 26-2239756 | 40 grants awarded |
$559,444
(≈ Similar) |
$9,900
median grant |
Columbia, MO
Same state |
|
Related Foundation Resources in MO:
Contact Information
Official contact details for John & Vera Jo Surbeck Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 43-6417662 |
| Website | N/A |
| Address | 3009 TIMBER LN Kirksville, MO 63501-5359 |
Key People (3)
Board members, trustees, and key staff who oversee John & Vera Jo Surbeck Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Debra Boughton |
|---|---|
| Trustee | John Dungan |
| Trustee | Charles Boughton |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for John & Vera Jo Surbeck Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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