Donald and Phyllis Jerke Trust
Donald and Phyllis Jerke Trust is a private foundation, based in Sioux Falls, SD. IRS filing data is available for 2025. As of 2025, the organization holds $611K in total assets. In 2025, it awarded 4 grants totaling $39K. Net investment income was $24K.
Key facts about Donald and Phyllis Jerke Trust
In short: Donald and Phyllis Jerke Trust gave $39K across 4 grants in 2025 (avg $10K), mostly in South Dakota. Source: 2025 IRS Form 990-PF.
- EIN
- 47-6337916
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $38,968
- Grants made (2025)
- 4
- Average grant
- $9,742
- Median grant
- $9,742
- Total assets
- $611,189
- Primary geography
- South Dakota (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$611K
Annual Giving
$39K
Grant Count
4
Avg Grant Size
$10K
Under IRS private-foundation payout rules, Donald and Phyllis Jerke Trust reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
How Donald and Phyllis Jerke Trust gives
- In 2025 it paid out 135% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 4 grants totaling $39K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Sioux Falls Area Community Foundation ($16K). Together the top 4 received $39K.
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sioux Falls Area Community Foundation Sioux Falls, SD | Charitable Purpose | $15,587 |
| South Dakota District of the Lutheran Ch Sioux Falls, SD | Religious Purposes | $15,587 |
| Augustana University Association Thomas M Meyer Sioux Falls, SD | Educational Purpose | $3,897 |
| South Dakota School of Mines and Technol Rapid City, SD | Educational Purposes | $3,897 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 |
|---|---|
| Total Assets | $611,189 |
| Revenue | $708,131 |
| Expenses | $48,496 |
| Qualifying Distributions | $41,611 |
| Net Investment Income | $24,259 |
| Distributable Amount | $30,915 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
Leadership & Key People
Officers and directors from IRS filings
Donald and Phyllis Jerke Trust's only listed officer is The First National Bank IN Sioux FA LS, Corporate Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
The First National Bank IN Sioux FA LS
Corporate Trustee
New on the 2025 filing
1 hr/week
$8K (2025)
Data from IRS Form 990 filings, 2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to The First National Bank in Sioux Fa LS (Corporate Trustee).
Frequently asked questions about Donald and Phyllis Jerke Trust
How much does Donald and Phyllis Jerke Trust give each year?
Donald and Phyllis Jerke Trust gave $39K across 4 grants in 2025, according to its 2025 IRS Form 990-PF.
What is Donald and Phyllis Jerke Trust's typical grant size?
Donald and Phyllis Jerke Trust's median grant in 2025 was $9,742, and its average grant was $9,742, across 4 grants on its 2025 IRS Form 990-PF.
Where does Donald and Phyllis Jerke Trust give grants?
Donald and Phyllis Jerke Trust gives mostly in South Dakota: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sioux Falls, SD (3 grants).
Does Donald and Phyllis Jerke Trust give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Donald and Phyllis Jerke Trust's 2025 IRS Form 990-PF were described as general or operating support.
How large is Donald and Phyllis Jerke Trust?
Donald and Phyllis Jerke Trust reported $611K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
What is Donald and Phyllis Jerke Trust's EIN?
Donald and Phyllis Jerke Trust's EIN (Employer Identification Number) is 47-6337916. IRS Form 990 filing data is available on this page for 2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Donald and Phyllis Jerke Trust by hand.
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More Funders in South Dakota
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