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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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