Public Charity

SOUTH DAKOTA TRUST ASSOCIATION INC

SOUTH DAKOTA TRUST ASSOCIATION INC is a private foundation categorized as Public Charity based in SIOUX FALLS, SD. Its most recent IRS filing (2024) reports revenue of $221K, expenses of $211K, total assets of $240K. Imperigo tracks 3 reported grants from this foundation totaling approximately $74K.

EIN: 472288561 SIOUX FALLS, SD Latest filing: 2024
Total Revenue$221K
Total Expenses$211K
Total Assets$240K
Grants Given3
Grant Total$74K
Filing Years2020–2024

Mission

THE CORPORATION'S MISSION IS TO PROMOTE, EDUCATE, AND SUPPORT PROFESSIONALS AND ORGANIZATIONS INVOLVED IN SOUTH DAKOTA'S TRUST AND ESTATE PLANNING INDUSTRY.

Officers & Directors

BOARD MEMBER Alex King
TREASURER Amy Bourne
BOARD MEMBER BEG 01/24 Amy Bozzell
VICE PRESIDENT Austen Erickson
BOARD MEMBER BEG 01/24 Jennifer Bunkers
BOARD MEMBER Karl Lund

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITY
$73,600 3 grants

Financial Trends

Year Revenue Expenses Assets
2024 $221K $211K $240K
2023 $212K $238K $230K
2022 $201K $165K $256K
2021 $181K $118K $216K
2020 $132K $85K $153K

Between 2020 and 2024, reported annual revenue grew from $132K to $221K (+68%), with total assets most recently reported at $240K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in SD.

SD

Full geographic grant map with state-by-state breakdown available with membership.

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