Dorothy E Swanson Charitable Trust

NORFOLK, NE EIN: 47-6231459

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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $262K (61%)

Kansas $171K (39%)

States

Kansas Nebraska

Cities

Kansas CityOmahaValley

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.