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