Karleen 1997 Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Karleen 1997 Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 41-6455455
Foundation Overview
Based in Sioux Falls, SD, Karleen 1997 Charitable Trust has awarded 9 grants totaling $1,318,042 to organizations in Minnesota. Individual grants range from $90,444 to $211,061, with a median award of $132,926.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
100% of all grants are concentrated in Minnesota, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Minnesota, funding concentrates in Minneapolis (100%).
Funding Trajectory
Strong 133% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on education with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Karleen 1997 Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| University Of Minnesota Foundation | $211,061 | Minneapolis, MN, US | Scholarship Funds | 2023 |
| University Of Minnesota Foundation | $191,294 | Minneapolis, MN, US | Scholarship Funds | 2022 |
| University Of Minnesota Foundation | $191,294 | Minneapolis, MN, US | Scholarship Funds | 2022 |
| University Of Minnesota Foundation | $191,294 | Minneapolis, MN, US | Scholarship Funds | 2022 |
| University Of Minnesota Foundation | $132,926 | Minneapolis, MN, US | Scholarship Funds | 2021 |
| University Of Minnesota Foundation | $111,847 | Minneapolis, MN, US | Scholarship Funds | 2020 |
| University Of Minnesota Foundation | $102,274 | Minneapolis, MN, US | Scholarship Funds | 2018 |
| University Of Minnesota Foundation | $95,608 | Minneapolis, MN, US | Scholarship Funds | 2017 |
| University Of Minnesota Foundation | $90,444 | Minneapolis, MN, US | Scholarship Funds | 2016 |
Foundations Similar to Karleen 1997 Charitable Trust
Discover 5 foundations with comparable assets ($17,482,000,476-$78,673,465,696), similar grant patterns, and geographic focus in SD that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Gates Foundation
EIN: 56-2618866 | 43529 grants awarded |
$78,673,465,696
(↑ Larger) |
$500,000
median grant |
Seattle, WA |
|
|
Gates Foundation Trust
EIN: 91-1663695 | 7 grants awarded |
$77,564,446,975
(↑ Larger) |
$6,806,925,000
median grant |
Kirkland, WA |
|
|
Lilly Endowment Inc
EIN: 35-0868122 | 13997 grants awarded |
$62,192,685,769
(↑ Larger) |
$26,500
median grant |
Indianapolis, IN |
|
|
The Wellcome Trust
EIN: 98-6038021 |
$54,230,100,300
(↑ Larger) |
Not available
see full profile |
London, ENGLAND |
|
|
The Ford Foundation
EIN: 13-1684331 | 25502 grants awarded |
$17,482,000,476
(↑ Larger) |
$100,000
median grant |
New York, NY |
|
Related Foundation Resources in SD:
Contact Information
Official contact details for Karleen 1997 Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 41-6455455 |
| Website | N/A |
| Address | 401 E 8TH ST STE 319 Sioux Falls, SD 57103-7031 |
Key People (4)
Board members, trustees, and key staff who oversee Karleen 1997 Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | David Perrin |
|---|---|
| Trustee | Andy Matysik |
| Trustee | Margaret Hustad-perrin |
| Trustee | Andrea Benson |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Karleen 1997 Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.