Dorothy E Swanson Charitable Trust

NORFOLK, NE EIN: 47-6231459

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$1.6M

-2.0% YoY

Annual Giving

$89K

-5.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$30K

-5.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$39K$78K$117K$156K20202021202220232024
Metric202420232022
Total Assets$1,558,467$1,590,186$1,623,540
Revenue$89,954$89,825$24,649
Expenses$121,673$123,179$120,951
Qualifying Distributions$110,194$113,976$111,998
Net Investment Income$78,475$80,622$50,529
Distributable Amount$116,281$109,320$114,362

Giving Over Time

Total grant dollars and number of grants per year

$0$23K$47K$70K$94K2 grants20202 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

KC KANSAS COMM COLLEGE E…$30KVALLEY COMMUNITY HISTORI…$30KHELP ADULT SERVICES$30K

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Dorothy E Swanson Charitable Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

ELKHORN VALLEY BANK …TRUSTEE & FOUNDATION MANAGER$19K

From 2024 filing

NameTitleHoursCompensation
ELKHORN VALLEY BANK TRUSTTRUSTEE & FOUNDATION MANAGER5$19,461

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

Kansas CityOmahaValley

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

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