South Dakota Trust Association Inc
The corporation's mission is to promote, educate, and support professionals and organizations involved in South Dakota's trust and estate planning industry.
South Dakota Trust Association Inc at a glance
In short: South Dakota Trust Association Inc gave $16K across 1 grant in 2024 (avg $16K), mostly in South Dakota. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $16,000
- -14.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $16,000
- -14.0% vs 2023
- Median grant
- $16,000
- Total assets
- $240,208
- +4.5% vs 2023
- Primary geography
- South Dakota (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
How to apply to South Dakota Trust Association Inc
- Next open deadline
- October 31, 2026 (SDTA Trust Industry Scholarship)
Open Grants
1 open opportunity from South Dakota Trust Association Inc
Who South Dakota Trust Association Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was South Dakota Community Foundation ($16K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $16K (2024) to $39K (2022). In 2024 it made 1 grant totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| South Dakota Community Foundation Pierre SD, SD | Charity | $16,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $240,208 | $220,864 | $210,502 | $16,000 | 1 | $5,202 |
| 2023 | $229,846 | $211,504 | $237,658 | $18,600 | 1 | $2,755 |
| 2022 | $256,000 | $200,902 | $165,307 | $39,000 | 1 | $100 |
| 2021 | $216,405 | $181,294 | $117,943 | — | — | — |
| 2020 | $153,054 | $131,642 | $85,319 | — | — | — |
| 2019 | $106,731 | $186,938 | $166,791 | — | — | — |
About South Dakota Trust Association Inc
Based on IRS filings
South Dakota Trust Association Inc is a public charity focused on Community Improvement & Capacity Building, based in Sioux Falls, SD. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $240K in total assets. In 2024, it awarded 1 grant totaling $16K. Net investment income was $5K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
South Dakota Trust Association Inc is led by Mary Schaefbauer, President since 2023 (on filings since 2020); none of the 9 officers listed in 2024 report compensation.
Officers on the 2024 filing
Mary Schaefbauer
President
Board Member → Board Member & President, 2022
Board Member & President → President, 2023
On filings since 2020
5 hrs/week
No compensation reported
Alex King
Board Member
On filings since 2022
1 hr/week
No compensation reported
Amy Bourne
Treasurer
On filings since 2022
5 hrs/week
No compensation reported
Austen Erickson
Vice President
Board Member → Director, 2023
Director → Vice President, 2024
On filings since 2022
5 hrs/week
No compensation reported
Karl Lund
Board Member
On filings since 2023
1 hr/week
No compensation reported
Taner Denhoed
Board Member
On filings since 2023
1 hr/week
No compensation reported
Amy Bozzell
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Jennifer Bunkers
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Nicole Byrum
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (13)
- Former: Angie Kuiper (2019–2023) — Secretary
- Former: Antony Joffe (2019–2023) — Past President
- Former: Joel Black (2019–2023) — Board Member
- Former: Beth Jerdonek (2020–2023) — Vice President
- Former: Matt Tobin (2022–2023) — Board Member
- Former: Patrick Goetzinger (2022–2023) — Board Member
- Former: Jessica Beavers (2019–2022) — Vice President
- Former: Matthew McMillen (2019–2022) — Treasurer
- Former: Matthew Tobin (2019–2021) — Board Member
- Former: Pat Goetzinger (2019–2021) — Board Member
- Former: Abbie Everist (2020–2021) — Board Member
- Former: Mike Dea (2019–2020) — Board Member
- Former: Abbie Ranschau (2019) — Board Member
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about South Dakota Trust Association Inc
How much does South Dakota Trust Association Inc give each year?
South Dakota Trust Association Inc gave $16K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $19K across 1 grant.
How large is South Dakota Trust Association Inc?
South Dakota Trust Association Inc reported $240K in total assets on its 2024 IRS Form 990. Its revenue that year was $221K.
What is South Dakota Trust Association Inc?
South Dakota Trust Association Inc is a public charity focused on Community Improvement & Capacity Building, based in Sioux Falls, SD. It holds $240K in total assets as of 2024.
Where does South Dakota Trust Association Inc operate?
South Dakota Trust Association Inc has awarded grants in South Dakota.
What is South Dakota Trust Association Inc's EIN?
South Dakota Trust Association Inc's EIN (Employer Identification Number) is 47-2288561. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-EZ for fiscal year 2019 (received by the IRS November 11, 2020)
- Updated Form 990-EZ for fiscal year 2020 (received by the IRS August 20, 2021)
- Updated Form 990-EZ for fiscal year 2021 (received by the IRS September 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS July 19, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS July 31, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 25, 2025)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work South Dakota Trust Association Inc funds
Community Improvement & Capacity Building Open opportunities, soonest deadline first.
- Leveling-Up Award $1,000 · Due October 25, 2026
- Arnold F. Keller, Jr. Grant for New Initiatives/Program Expansion $25,000 · Due October 27, 2026
- Wausau Marathon County Impact Grants (Community Foundation of North Central Wisconsin) $1,000 to $100,000 depending on the scope of the project · Due October 27, 2026
Explore Open Grants
Browse active grant opportunities in South Dakota Trust Association Inc's focus areas in our free grants database
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