The South Dakota State Capitol

Form 990-PFTax year 2025EIN 41-6455455

Karleen 1997 Charitable Trust

A private foundation in Sioux Falls, SD. Its return for tax year 2025 lists 1 grant and $350,568 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $350,568

    Grants listed
    1
    Assets, end of year
    $1,756,133
  • Tax year 2024

    $286,006

    Grants listed
    1
    Assets, end of year
    $1,751,968
  • Tax year 2023

    $211,061

    Grants listed
    1
    Assets, end of year
    $1,621,658
  • Tax year 2022

    $191,294

    Grants listed
    1
    Assets, end of year
    $1,692,961
  • Tax year 2021

    $132,926

    Grants listed
    1
    Assets, end of year
    $1,727,168
  • Tax year 2020

    $111,847

    Grants listed
    1
    Assets, end of year
    $1,675,229
  • Tax year 2019

    $106,072

    Grants listed
    1
    Assets, end of year
    $1,692,964
  • Tax year 2018

    $102,274

    Grants listed
    1
    Assets, end of year
    $1,665,517

Grants paid in 2025

1 grant, largest first

As listed on the return.

  1. University of Minnesota FoundationMinneapolis, MN

    Scholarship funds

    $350,568

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education1 grant $350,568100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Minnesota1 grant $350,568

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • David PerrinTrustee Hours 1Pay $0
  • Andy MatysikTrustee Hours 1Pay $0
  • Margaret Hustad-PerrinTrustee Hours 1Pay $0
  • Andrea BensonTrustee Hours 1Pay $0

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Vasilius Family FoundationSioux Falls, SD 12 grants Preselected only $421,000 giving
  2. H & M Kellogg Charitable TrustSioux Falls, SD 7 grants Preselected only $459,794 giving
  3. Joseph Rauenhorst Family FoundationSioux Falls, SD 9 grants Preselected only $566,398 giving
  4. Pontius Family Foundation WETS01316Sioux Falls, SD 1 grant Preselected only $189,240 giving
  5. Jerstad Family FoundationSioux Falls, SD 16 grants Accepts applications $151,500 giving