Milo Stip Charitable Remainder Unitrust

Donald Threadgold Ttee

Sioux Falls, SD
Tax-exempt since Oct. 2010
EIN: 27-6423243

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.44M (2024)

Expenses

$2.1M (2024)

Total Assets

$38.5M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$4,436,702

Expenses

$2,095,534

Net Income

$2,341,168

Net Assets

$38,508,176

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$91,527	2.1%
Dividends	$125,031	2.8%
Sales of Assets	$3,569,717	80.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,823,598	87.0%
Compensation of Officers*	$299,950	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,508,176
Total Liabilities	$0
Net Assets	$38,508,176

Compensation

Key Employees and Officers	Compensation	Other
Cortrust Bank Trust Dept Cortrust Bank Trust Dept (Trustee)	$299,950	$0

990-PF

Filed on March 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$967,055

Expenses

$1,665,106

Net Income

-$698,051

Net Assets

$39,538,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35,131	3.6%
Dividends	$84,658	8.8%
Sales of Assets	$149,637	15.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,397,942	84.0%
Compensation of Officers*	$274,651	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$39,538,477
Total Liabilities	$0
Net Assets	$39,538,477

Compensation

Key Employees and Officers	Compensation	Other
Cortrust Bank Trust Dept Cortrust Bank Trust Dept (Trustee)	$274,651	$0

990-PF

Filed on March 21, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$1,417,560

Expenses

$1,660,925

Net Income

-$243,365

Net Assets

$27,532,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26,993	1.9%
Dividends	$81,772	5.8%
Sales of Assets	$611,166	43.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,432,455	86.2%
Compensation of Officers*	$217,247	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,532,301
Total Liabilities	$0
Net Assets	$27,532,301

Compensation

Key Employees and Officers	Compensation	Other
Cortrust Bank Trust Dept Cortrust Bank Trust Dept (Trustee)	$217,247	$0

990-PF

Filed on April 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$1,442,138

Expenses

$1,672,324

Net Income

-$230,186

Net Assets

$28,892,970

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,903	2.1%
Dividends	$88,973	6.2%
Sales of Assets	$625,633	43.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,443,187	86.3%
Compensation of Officers*	$225,397	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,892,970
Total Liabilities	$0
Net Assets	$28,892,970

Compensation

Key Employees and Officers	Compensation	Other
Cortrust Bank Trust Dept Cortrust Bank Trust Dept (Trustee)	$225,397	$0

990-PF

Filed on April 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$907,731

Expenses

$1,718,747

Net Income

-$811,016

Net Assets

$28,974,357

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41,799	4.6%
Dividends	$90,921	10.0%
Sales of Assets	$95,857	10.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,457,829	84.8%
Compensation of Officers*	$226,534	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,974,358
Total Liabilities	$1
Net Assets	$28,974,357

Compensation

Key Employees and Officers	Compensation	Other
Cortrust Bank Trust Dept Cortrust Bank Trust Dept (Trustee)	$226,534	$0

990-PF

Filed on April 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$2,931,483

Expenses

$1,751,587

Net Income

$1,179,896

Net Assets

$29,670,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,839	1.1%
Dividends	$119,456	4.1%
Sales of Assets	$2,102,034	71.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,518,330	86.7%
Compensation of Officers*	$230,767	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,670,248
Total Liabilities	$1
Net Assets	$29,670,247

Compensation

Key Employees and Officers	Compensation	Other
Cortrust Bank Trust Dept Cortrust Bank Trust Dept (Trustee)	$230,767	$0

990-PF

Filed on May 22, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$930,361

Expenses

$1,888,993

Net Income

-$958,632

Net Assets

$29,770,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$102,674	11.0%
Sales of Assets	$142,562	15.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,641,378	86.9%
Compensation of Officers*	$237,825	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,770,051
Total Liabilities	$0
Net Assets	$29,770,051

Compensation

Key Employees and Officers	Compensation	Other
Cortrust Bank Trust Dept Cortrust Bank Trust Dept (Trustee)	$237,825	$0

990-PF

Filed on April 5, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$907,608

Expenses

$1,973,678

Net Income

-$1,066,070

Net Assets

$31,119,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$126,702	14.0%
Sales of Assets	$89,102	9.8%
Other Income	$6,679	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,707,052	86.5%
Compensation of Officers*	$261,860	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,119,551
Total Liabilities	$0
Net Assets	$31,119,551

Compensation

Key Employees and Officers	Compensation	Other
Cortrust Bank Trust Dept Cortrust Bank Trust Dept (Trustee)	$261,860	$0

990-PF

Filed on March 29, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$905,167

Expenses

$2,000,902

Net Income

-$1,095,735

Net Assets

$33,923,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$120,757	13.3%
Sales of Assets	$19,028	2.1%
Other Income	$7,042	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,744,037	87.2%
Compensation of Officers*	$265,910	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,923,230
Total Liabilities	$0
Net Assets	$33,923,230

Compensation

Key Employees and Officers	Compensation	Other
Cortrust Bank Trust Dept Cortrust Bank Trust Dept (Trustee)	$265,910	$0

990-PF

Filed on March 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$1,325,877

Expenses

$1,669,255

Net Income

-$343,378

Net Assets

$34,704,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$169,363	12.8%
Sales of Assets	$34,995	2.6%
Other Income	$261,561	19.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,359,216	81.4%
Compensation of Officers*	$272,122	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,704,522
Total Liabilities	$0
Net Assets	$34,704,522

Compensation

Key Employees and Officers	Compensation	Other
Cortrust Bank Trust Dept Cortrust Bank Trust Dept (Trustee)	$272,122	$0

990-PF

Filed on April 7, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$2,910,168

Expenses

$1,536,166

Net Income

$1,374,002

Net Assets

$35,265,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$212,463	7.3%
Sales of Assets	$1,742,196	59.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,354,615	88.2%
Compensation of Officers*	$244,432	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$35,265,325
Total Liabilities	$0
Net Assets	$35,265,325

Compensation

Key Employees and Officers	Compensation	Other
Cortrust Bank Trust Dept Cortrust Bank Trust Dept (Trustee)	$244,432	$0

990-PF

Filed on April 1, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$795,915

Expenses

$1,550,403

Net Income

-$754,488

Net Assets

$26,328,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$102,195	12.8%
Sales of Assets	$17,071	2.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,336,362	86.2%
Compensation of Officers*	$208,265	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,536,546
Total Liabilities	$208,265
Net Assets	$26,328,281

Compensation

Key Employees and Officers	Compensation	Other
Cortrust Bank Trust Dept Cortrust Bank Trust Dept (Trustee)	$208,265	$0

990-PF

Filed on March 25, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$838,381

Expenses

$1,123,772

Net Income

-$285,391

Net Assets

$26,734,545

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$140,803	16.8%
Sales of Assets	$23,683	2.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$920,348	81.9%
Compensation of Officers*	$209,784	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,944,329
Total Liabilities	$209,784
Net Assets	$26,734,545

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$860,412

Expenses

$977,343

Net Income

-$116,931

Net Assets

$17,848,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,414	0.6%
Dividends	$169,875	19.7%
Sales of Assets	$14,074	1.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$766,645	78.4%
Compensation of Officers*	$141,643	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,990,421
Total Liabilities	$141,643
Net Assets	$17,848,778

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Milo Stip Charitable Remainder Unitrust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.44M (2024)

Expenses $2.1M (2024)

Total Assets $38.5M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$4.44M (2024)

Expenses

$2.1M (2024)

Total Assets

$38.5M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010