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

Avg Grant Size

$105K

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.

About Ann and Bill Swindells Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $105K (100%)

States

Oregon

Cities

Portland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2020
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2020

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include Oregon Community Foundation ($104,756).

Recipient	Purpose	Amount
Oregon Community Foundation Portland, OR	Dissolution distribution.	$104,756

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

Name	Title	Hours	Compensation
Charles Swindells	Vice Managing Trustee	—	—
William R Swindells	Managing Trustee	—	—
Leslie Ann Ballinger	Trustee	—	—
Donna Wecker	Assistant Trust Manager	12	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Ann and Bill Swindells Charitable Trust?

Ann and Bill Swindells Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE OSWEGO, OR. It holds — in total assets as of 2020.

Where does Ann and Bill Swindells Charitable Trust operate?

Ann and Bill Swindells Charitable Trust has awarded grants in Oregon.

What size grants does Ann and Bill Swindells Charitable Trust award?

In 2020, Ann and Bill Swindells Charitable Trust awarded 1 grants totaling $105K — an average of about $105K per grant, based on its IRS Form 990 filings.

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.