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Nonprofit · EIN 47-6337916

DONALD AND PHYLLIS JERKE TRUST

Tax-exempt · SIOUX FALLS, SD 57104

Financials

$708K$48K2025
Revenue Expenses · by fiscal year end
Financials of DONALD AND PHYLLIS JERKE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$708,131$48,496$659,635$611,189$0$611,189
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$676,869
Dividends
$26,862
Net gain from sales of assets
$4,400

Expenses

Grants and similar amounts paid
$38,968
Compensation of officers, directors and key employees
$8,174
Disbursements for charitable purposes
$41,611
Excise tax on investment income
$337

Balance sheet and other

Total assets, start of year
–
Total assets, end of year
$611,189
Total liabilities, end of year
$0
Net assets, end of year
$611,189
Fair market value of assets
$666,537
Qualifying distributions
$41,611
Net investment income
$31,099

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THE FIRST NATIONAL BANK IN SIOUX FA LS
100 S PHILLIPS AVE, SIOUX FALLS, SD 571175186
CORPORATE TRUSTEE1$8,174

Address and contacts

Address (IRS master file)
100 S PHILLIPS AVENUE, SIOUX FALLS, SD 57104-6745
Signed the 990-PF
MAGGIE GROTELUSCHEN, TRUST OFFICER
Phone
(605) 335-5180
Return prepared by
DELOITTE TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
47-6337916
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$611,189
Income (IRS master file)
$849,740

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$708,131$48,496$611,189IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-6337916).

Questions about DONALD AND PHYLLIS JERKE TRUST

What is the EIN of DONALD AND PHYLLIS JERKE TRUST?
The employer identification number (EIN) of DONALD AND PHYLLIS JERKE TRUST is 47-6337916.
Is DONALD AND PHYLLIS JERKE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to DONALD AND PHYLLIS JERKE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DONALD AND PHYLLIS JERKE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of DONALD AND PHYLLIS JERKE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DONALD AND PHYLLIS JERKE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of DONALD AND PHYLLIS JERKE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,174 (THE FIRST NATIONAL BANK IN SIOUX FA LS, CORPORATE TRUSTEE).
How much revenue does DONALD AND PHYLLIS JERKE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $708,131, expenses of $48,496 and total assets of $611,189 at year end.

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