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.
Donald and Phyllis Jerke Trust at a glance
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.
- 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)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Donald and Phyllis Jerke Trust funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 4 grants totaling $39K.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $611,189 | $708,131 | $48,496 | $38,968 | 4 | $41,611 | $24,259 | $30,915 |
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.
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.
Data update history
(1)
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)
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The South Dakota Community Foundation funds nonprofits and charitable projects in areas including education, health, human services, culture, and economic development, primarily benefiting South Dakota communities. Its 2024 grants had a median of $18,562, while 2026 Beyond Idea Grants range from $5,000 to $100,000 per year. Eligible nonprofits can apply for South Dakota Fund and Beyond Idea Grants through its online portal.
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Sioux Falls Area Community Foundation Inc
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The Sioux Falls Area Community Foundation funds local charitable, educational, cultural, religious, community-development, and environmental needs, including new programs and nonprofit capacity building, primarily in the Sioux Falls area and surrounding communities. Its 2025 grants had a median of $25,000, though awards varied widely; organizations may submit a Letter of Inquiry for Community Fund Grants.
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Sanford Group Return
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Sanford Group Return funds health care access and outcomes, community wellbeing, workforce and education, and related community needs, including health professions education and research. In 2024, its median grant was $24,900, with awards ranging from $5,500 to $3.6 million; giving was concentrated in South Dakota, North Dakota, and Minnesota. Its Community Dividend Fund accepts online funding requests in South Dakota, Iowa, Minnesota, Montana, Nebraska, North Dakota, and Wyoming; whether unsolicited requests are accepted is not stated.
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Avera Health
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Black Hills Area Community Foundation
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The foundation funds community needs across areas including youth and families, social services, education, basic needs, arts, animal welfare, and nonprofit capacity building in seven Black Hills counties of South Dakota. Its 2025 grants had a median award of $15,000; the profile does not state whether it accepts unsolicited requests.
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Ch Robinson Worldwide Foundation
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The foundation funds community needs, supply-chain and logistics initiatives, and environmental sustainability, with a Twin Cities program focused on hunger, shelter, K–12 education, and workforce development. Its 2024 grants ranged from $750 to $2.69 million, with a median of $5,000; its Twin Cities program focuses on Minneapolis–St. Paul, while grants also went to organizations elsewhere. The Strategic Industry program is invitation-only, while the Twin Cities program has an application process.
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