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.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$240K
+4.5% YoY
Annual Giving
$16K
-14.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$16K
-14.0% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $240,208 | $229,846 | $256,000 |
| Revenue | $220,864 | $211,504 | $200,902 |
| Expenses | $210,502 | $237,658 | $165,307 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $5,202 | $2,755 | $100 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does South Dakota Trust Association Inc fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARY SCHAEFBAUER | PRESIDENT | 5 | — |
| AUSTEN ERICKSON | VICE PRESIDENT | 5 | — |
| AMY BOURNE | TREASURER | 5 | — |
| ALEX KING | BOARD MEMBER | 1 | — |
| TANER DENHOED | BOARD MEMBER | 1 | — |
| KARL LUND | BOARD MEMBER | 1 | — |
| AMY BOZZELL | BOARD MEMBER BEG 01/24 | 1 | — |
| JENNIFER BUNKERS | BOARD MEMBER BEG 01/24 | 1 | — |
| NICOLE BYRUM | BOARD MEMBER BEG 01/24 | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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