Bernice M Rise Testamentary Trust

SALEM, OR EIN: 93-6126351

Bernice M Rise Testamentary Trust is a private foundation, based in SALEM, OR. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $75K in total assets. In 2025, it awarded 2 grants totaling $6K. Net investment income was $7K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$75K

+0.5% YoY

Annual Giving

$6K

+2.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

+2.4% YoY

Under IRS private-foundation payout rules, Bernice M Rise Testamentary Trust reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.

About Bernice M Rise Testamentary Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Iowa $26K (90%)

Oregon $3K (10%)

States

Iowa Oregon

Cities

DecorahSalem

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$74,768	$74,361	$75,131
Revenue	$10,651	$8,370	$10,711
Expenses	$9,726	$9,658	$10,627
Qualifying Distributions	$5,644	$5,513	$6,240
Net Investment Income	$6,597	$4,344	$6,391
Distributable Amount	$5,734	$5,643	$5,513

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Vesterheim Norwegian American Museum ($2,822), Salem Public Library ($2,822).

Recipient	Purpose	Amount
Vesterheim Norwegian American Museum Decorah, IA	JACOB A & SARAH RONBERG	$2,822
SALEM PUBLIC LIBRARY SALEM, OR	JACOB A & SARAH RONBERG	$2,822

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
PIONEER TRUST BANK NA	TRUSTEE	1	$1,700

Frequently Asked Questions

How large is Bernice M Rise Testamentary Trust?

As of 2025, Bernice M Rise Testamentary Trust holds $75K in total assets with $11K in annual revenue. It awarded 2 grants totaling $6K in 2025.

Where does Bernice M Rise Testamentary Trust operate?

Bernice M Rise Testamentary Trust has awarded grants in Iowa, Oregon.

What size grants does Bernice M Rise Testamentary Trust award?

In 2025, Bernice M Rise Testamentary Trust awarded 2 grants totaling $6K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Bernice M Rise Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Bernice M Rise Testamentary Trust reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bernice M Rise Testamentary Trust's EIN?

Bernice M Rise Testamentary Trust's EIN (Employer Identification Number) is 93-6126351. IRS Form 990 filing data is available on this page for 2021–2025.