Milo Stip Charitable Remainder Unitrust
Milo Stip Charitable Remainder Unitrust is a private foundation, based in Sioux Falls, SD. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $38.3M in total assets. In 2025, it awarded 2 grants totaling $1.8M. Net investment income was $1.2M.
Milo Stip Charitable Remainder Unitrust at a glance
In short: Milo Stip Charitable Remainder Unitrust gave $1.8M across 2 grants in 2025 (avg $888K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,776,218
- +3.3% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $888,109
- +3.3% vs 2024
- Median grant
- $888,109
- Total assets
- $38,256,952
- -0.7% vs 2024
- Primary geography
- Nebraska (50% 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 Milo Stip Charitable Remainder Unitrust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was The Salvation Army ($888K). Together the top 2 received $1.8M.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $500K–1M range: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Milo Stip Charitable Remainder Unitrust gives
- Giving grew 31% from 2022 to 2025. Method
- In 2025 it paid out 100% 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
From 2019 to 2025, annual grant giving ranged from $1.3M (2023) to $1.8M (2025). In 2025 it made 2 grants totaling $1.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Salvation Army Omaha, NE | Donation | $888,109 |
| Humane Society of Sioux Falls SD Sioux Falls, SD | Donation | $888,109 |
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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 | $38,256,952 | $1,452,591 | $2,193,528 | $1,776,218 | 2 | $1,895,433 | $1,212,496 | $1,890,177 |
| 2024 | $38,508,176 | $4,436,702 | $2,095,534 | $1,720,215 | 2 | $1,823,598 | $4,167,922 | $1,879,601 |
| 2023 | $39,538,477 | $967,055 | $1,665,106 | $1,303,204 | 2 | $1,397,942 | $716,258 | $1,814,953 |
| 2022 | $27,532,301 | $1,417,560 | $1,660,925 | $1,359,329 | 2 | $1,432,455 | $1,206,290 | $1,376,330 |
| 2021 | $28,892,970 | $1,442,138 | $1,672,324 | $1,367,559 | 2 | $1,443,187 | $1,216,090 | $1,434,957 |
| 2020 | $28,974,358 | $907,731 | $1,718,747 | $1,381,973 | 2 | — | $682,668 | $1,443,415 |
| 2019 | $29,670,248 | $2,931,483 | $1,751,587 | $1,440,304 | 2 | — | $2,705,518 | $1,460,000 |
Under IRS private-foundation payout rules, Milo Stip Charitable Remainder Unitrust reported a distributable amount of $1.9M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Milo Stip Charitable Remainder Unitrust's only listed officer is Cortrust Bank Trust Dept, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Cortrust Bank Trust Dept
Trustee
On filings since 2019
$231K (2019) → $295K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $295K, to Cortrust Bank Trust Dept (Trustee).
Frequently asked questions about Milo Stip Charitable Remainder Unitrust
How much does Milo Stip Charitable Remainder Unitrust give each year?
Milo Stip Charitable Remainder Unitrust gave $1.8M across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.7M across 2 grants.
How large is Milo Stip Charitable Remainder Unitrust?
Milo Stip Charitable Remainder Unitrust reported $38.3M in total assets on its 2025 IRS Form 990-PF. It paid out $1.9M in qualifying distributions that year, against a required minimum of $1.9M (roughly 5% of its investment assets).
Where does Milo Stip Charitable Remainder Unitrust operate?
Milo Stip Charitable Remainder Unitrust has awarded grants in Nebraska, South Dakota.
What is Milo Stip Charitable Remainder Unitrust's EIN?
Milo Stip Charitable Remainder Unitrust's EIN (Employer Identification Number) is 27-6423243. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 22, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 21, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 20, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Milo Stip Charitable Remainder Unitrust funds
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