Ann and Bill Swindells Charitable Trust

LAKE OSWEGO, OR EIN: 93-1246433

Ann and Bill Swindells Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE OSWEGO, OR. IRS filing data is available for 2020. In 2020, it awarded 1 grants totaling $105K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$105K

Grant Count

1

Avg Grant Size

$105K

About Ann and Bill Swindells Charitable Trust

Based on IRS filings

Ann and Bill Swindells Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE OSWEGO, OR. IRS filing data is available for 2020. In 2020, it awarded 1 grants totaling $105K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Portland

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$54K$108K$162K$217K2020
Metric2020
Total Assets
Revenue$233
Expenses$196,928
Qualifying Distributions
Net Investment Income
Distributable Amount$7,252

Giving Over Time

Total grant dollars and number of grants per year

$0$26K$52K$79K$105K1 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2020

Oregon Community Foundat…$105K

Grant Size Distribution

1 grants across all recorded years

<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

NameTitleHoursCompensation
Charles SwindellsVice Managing Trustee
William R SwindellsManaging Trustee
Leslie Ann BallingerTrustee
Donna WeckerAssistant Trust Manager12

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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