Bernice M Rise Testamentary Trust
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
2
+0.0% YoY
Avg Grant Size
$3K
+2.4% YoY
About Bernice M Rise Testamentary Trust
Based on IRS filings
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.
Ready to take the next step with Bernice M Rise Testamentary Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
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 |
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—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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