Ann and Bill Swindells Charitable Trust
Ann and Bill Swindells Charitable Trust is a private foundation, based in Lake Oswego, OR. IRS filing data is available for 2020. In 2020, it awarded 1 grant totaling $105K.
Ann and Bill Swindells Charitable Trust at a glance
In short: Ann and Bill Swindells Charitable Trust gave $105K across 1 grant in 2020 (avg $105K), mostly in Oregon. Source: 2020 IRS Form 990-PF.
- Annual giving (2020)
- $104,756
- Grants made (2020)
- 1
- Average grant
- $104,756
- Median grant
- $104,756
- Primary geography
- Oregon (100% of itemized 2020 grant dollars)
- Latest 990 filing
- Form 990-PF, 2020 View filing
Data from IRS Form 990-PF, 2020; updated September 2026.
Who Ann and Bill Swindells Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2020
The largest 2020 recipient was Oregon Community Foundation ($105K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $100–250K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2020 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 1 grant totaling $105K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oregon Community Foundation Portland, OR | Dissolution distribution. | $104,756 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Revenue | Expenses | Grants paid | Grants | Distributable Amount |
|---|---|---|---|---|---|
| 2020 | $233 | $196,928 | $104,756 | 1 | $7,252 |
Under IRS private-foundation payout rules, Ann and Bill Swindells Charitable Trust reported a distributable amount of $7K for 2020 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ann and Bill Swindells Charitable Trust is led by William R Swindells, Managing Trustee on the 2020 filing; none of the 4 officers listed in 2020 report compensation.
Officers on the 2020 filing
William R Swindells
Managing Trustee
New on the 2020 filing
No compensation reported
Leslie Ann Ballinger
Trustee
New on the 2020 filing
No compensation reported
Charles Swindells
Vice Managing Trustee
New on the 2020 filing
No compensation reported
Donna Wecker
Assistant Trust Manager
New on the 2020 filing
12 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Ann and Bill Swindells Charitable Trust
How much does Ann and Bill Swindells Charitable Trust give each year?
Ann and Bill Swindells Charitable Trust gave $105K across 1 grant in 2020, according to its 2020 IRS Form 990-PF.
Where does Ann and Bill Swindells Charitable Trust operate?
Ann and Bill Swindells Charitable Trust has awarded grants in Oregon.
How much is Ann and Bill Swindells Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, Ann and Bill Swindells Charitable Trust reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ann and Bill Swindells Charitable Trust's EIN?
Ann and Bill Swindells Charitable Trust's EIN (Employer Identification Number) is 93-1246433. IRS Form 990 filing data is available on this page for 2020.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal year 2020
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