Dorothy E Swanson Charitable Trust
Dorothy E Swanson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORFOLK, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 3 grants totaling $89K. Net investment income was $78K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
Under IRS private-foundation payout rules, Dorothy E Swanson Charitable Trust reported a distributable amount of $116K for 2024 — the minimum it must pay out in qualifying distributions.
About Dorothy E Swanson Charitable Trust
Based on IRS filings
Dorothy E Swanson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORFOLK, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 3 grants totaling $89K. Net investment income was $78K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Kc Kansas Comm College Endowment Assoc ($29,616), Valley Community Historical Society ($29,616), Help Adult Services ($29,615).
| Recipient | Purpose | Amount |
|---|---|---|
| HELP ADULT SERVICES OMAHA, NE | GENERAL PURPOSE GRANT FROM INCOME REQD BY TRUST | $29,615 |
| KC KANSAS COMM COLLEGE ENDOWMENT ASSOC KANSAS CITY, KS | GENERAL PURPOSE GRANT FROM INCOME REQD BY TRUST | $29,616 |
| VALLEY COMMUNITY HISTORICAL SOCIETY VALLEY, NE | GENERAL PURPOSE GRANT FROM INCOME REQD BY TRUST | $29,616 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ELKHORN VALLEY BANK TRUST | TRUSTEE & FOUNDATION MANAGER | 5 | $19,461 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Dorothy E Swanson Charitable Trust?
Dorothy E Swanson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORFOLK, NE. It holds $1.6M in total assets as of 2024.
How large is Dorothy E Swanson Charitable Trust?
As of 2024, Dorothy E Swanson Charitable Trust holds $1.6M in total assets with $90K in annual revenue. It awarded 3 grants totaling $89K in 2024.
Where does Dorothy E Swanson Charitable Trust operate?
Dorothy E Swanson Charitable Trust has awarded grants in Kansas, Nebraska.
What size grants does Dorothy E Swanson Charitable Trust award?
In 2024, Dorothy E Swanson Charitable Trust awarded 3 grants totaling $89K — an average of about $30K per grant, based on its IRS Form 990 filings.
How much is Dorothy E Swanson Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dorothy E Swanson Charitable Trust reported a distributable amount of $116K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dorothy E Swanson Charitable Trust's EIN?
Dorothy E Swanson Charitable Trust's EIN (Employer Identification Number) is 47-6231459. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.