Dorothy E Swanson Charitable Trust
Dorothy E Swanson Charitable Trust is a private foundation, based in Norfolk, NE. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 3 grants totaling $95K. Net investment income was $69K.
Key facts about Dorothy E Swanson Charitable Trust
In short: Dorothy E Swanson Charitable Trust gave $95K across 3 grants in 2025 (avg $32K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- EIN
- 47-6231459
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $94,934
- Grants made (2025)
- 3
- Average grant
- $31,645
- Median grant
- $31,645
- Total assets
- $1,472,476
- Primary geography
- Nebraska (67% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.5M
-5.5% YoY
Annual Giving
$95K
+6.9% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$32K
+6.9% YoY
Under IRS private-foundation payout rules, Dorothy E Swanson Charitable Trust reported a distributable amount of $123K for 2025 — the minimum it must pay out in qualifying distributions.
How Dorothy E Swanson Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $79K (2020) to $95K (2025). In 2025 it made 3 grants totaling $95K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Help Adult Services ($32K). Together the top 3 received $95K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Help Adult Services Omaha, NE | General Purpose Grant from Income Reqd by Trust | $31,645 |
| KC Kansas Comm College Endowment Assoc Kansas City, KS | General Purpose Grant from Income Reqd by Trust | $31,645 |
| Valley Community Historical Society Valley, NE | General Purpose Grant from Income Reqd by Trust | $31,644 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,472,476 | $1,558,467 | $1,590,186 |
| Revenue | $49,957 | $89,954 | $89,825 |
| Expenses | $135,948 | $121,673 | $123,179 |
| Qualifying Distributions | $117,430 | $110,194 | $113,976 |
| Net Investment Income | $68,874 | $78,475 | $80,622 |
| Distributable Amount | $123,495 | $116,281 | $109,320 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Dorothy E Swanson Charitable Trust's only listed officer is Elkhorn Valley Bank Trust, Trustee & Foundation Manager on every filing since 2020 (compensated).
Officers on the 2025 filing
Elkhorn Valley Bank Trust
Trustee & Foundation Manager
On filings since 2020
5 hrs/week
$18K (2020) → $21K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $21K, to Elkhorn Valley Bank Trust (Trustee & Foundation Manager).
Frequently asked questions about Dorothy E Swanson Charitable Trust
How much does Dorothy E Swanson Charitable Trust give each year?
Dorothy E Swanson Charitable Trust gave $95K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $89K across 3 grants.
What is Dorothy E Swanson Charitable Trust's typical grant size?
Dorothy E Swanson Charitable Trust's median grant in 2025 was $31,645, and its average grant was $31,645, across 3 grants on its 2025 IRS Form 990-PF.
Where does Dorothy E Swanson Charitable Trust give grants?
Dorothy E Swanson Charitable Trust gives mostly in Nebraska: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Kansas (33%).
Does Dorothy E Swanson Charitable Trust give general operating support?
Yes: 100% of Dorothy E Swanson Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Dorothy E Swanson Charitable Trust?
Dorothy E Swanson Charitable Trust reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $117K in qualifying distributions that year, against a required minimum of $123K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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