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Louis J Surrette Trust V11036 Ud

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$19.1k (2023)

Expenses
$34.5k (2023)

Total Assets
$657k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,126
Expenses
$34,474
Net Income
-$15,348
Net Assets
$656,632
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,274
90.3%
Sales of Assets $37
0.2%
Other Income $1,815
9.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,632
80.2%
Compensation of Officers* $9,914
28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $656,632
Total Liabilities $0
Net Assets $656,632
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $9,914 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$18,620
Expenses
$52,551
Net Income
-$71,171
Net Assets
$672,226
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,545
Sales of Assets -$32,165
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $42,089
80.1%
Compensation of Officers* $10,433
19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $672,226
Total Liabilities $0
Net Assets $672,226
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $10,433 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$152,487
Expenses
$46,836
Net Income
$105,651
Net Assets
$743,316
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,629
9.6%
Sales of Assets $137,858
90.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,915
81.0%
Compensation of Officers* $11,842
25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $743,316
Total Liabilities $0
Net Assets $743,316
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $11,842 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,341
Expenses
$44,646
Net Income
$12,695
Net Assets
$632,568
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,944
20.8%
Sales of Assets $45,397
79.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,282
83.5%
Compensation of Officers* $9,755
21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $632,569
Total Liabilities $1
Net Assets $632,568
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $9,755 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,051
Expenses
$36,710
Net Income
$2,341
Net Assets
$622,023
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,915
40.8%
Sales of Assets $22,980
58.8%
Other Income $156
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,495
83.1%
Compensation of Officers* $9,503
25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $622,024
Total Liabilities $1
Net Assets $622,023
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $9,503 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,371
Expenses
$55,470
Net Income
-$99
Net Assets
$626,549
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,565
24.5%
Sales of Assets $41,806
75.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,969
84.7%
Compensation of Officers* $9,963
18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $626,549
Total Liabilities $0
Net Assets $626,549
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $9,963 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$58,651
Expenses
$32,139
Net Income
$26,512
Net Assets
$622,074
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,285
22.7%
Sales of Assets $45,303
77.2%
Other Income $63
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,856
80.5%
Compensation of Officers* $9,464
29.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $622,074
Total Liabilities $0
Net Assets $622,074
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $9,464 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,280
Expenses
$31,597
Net Income
-$29,317
Net Assets
$606,383
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,152
> 100%
Sales of Assets -$10,872
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,586
81.0%
Compensation of Officers* $8,790
27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $606,383
Total Liabilities $0
Net Assets $606,383
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $8,790 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,481
Expenses
$40,117
Net Income
-$17,636
Net Assets
$641,842
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,062
67.0%
Sales of Assets $7,419
33.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,236
82.8%
Compensation of Officers* $9,306
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $641,842
Total Liabilities $0
Net Assets $641,842
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $9,306 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,632
Expenses
$41,586
Net Income
$20,046
Net Assets
$661,718
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,537
20.3%
Sales of Assets $49,095
79.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,259
84.8%
Compensation of Officers* $9,463
22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $661,718
Total Liabilities $0
Net Assets $661,718
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $9,463 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,790
Expenses
$38,903
Net Income
$2,887
Net Assets
$629,121
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,189
34.0%
Sales of Assets $27,602
66.0%
Other Income -$1
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,266
85.5%
Compensation of Officers* $7,545
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $629,121
Total Liabilities $0
Net Assets $629,121

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,567
Expenses
$34,056
Net Income
$22,511
Net Assets
$626,251
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,640
24.1%
Sales of Assets $42,927
75.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,286
88.9%
Compensation of Officers* $5,224
15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $626,251
Total Liabilities $0
Net Assets $626,251

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,073
Expenses
$34,851
Net Income
-$5,778
Net Assets
$603,723
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,772
68.0%
Sales of Assets $9,112
31.3%
Other Income $189
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,626
90.7%
Compensation of Officers* $5,036
14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $603,723
Total Liabilities $0
Net Assets $603,723

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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