Swenson Richard I Testamentary Trust
Swenson Richard I Testamentary Trust is a private foundation, based in Salem, OR. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $656K in total assets. In 2025, it awarded 4 grants totaling $24K. Net investment income was $81K.
Swenson Richard I Testamentary Trust at a glance
In short: Swenson Richard I Testamentary Trust gave $24K across 4 grants in 2025 (avg $6K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,544
- +3.0% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $5,886
- +3.0% vs 2024
- Median grant
- $5,886
- Total assets
- $655,585
- +8.4% vs 2024
- Primary geography
- Oregon (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Swenson Richard I Testamentary Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Polk County Historical Society ($6K). Together the top 4 received $24K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Swenson Richard I Testamentary Trust gives
- Giving fell 23% from 2022 to 2025. Method
- In 2025 it paid out 86% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $16K (2020) to $31K (2022). In 2025 it made 4 grants totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Polk County Historical Society Monmouth, OR | Program Support | $5,886 |
| Western Oregon University Monmouth, OR | Program Support | $5,886 |
| City of Monmouth Public Library Monmouth, OR | Program Support | $5,886 |
| First Christian Church Monmouth DBA Monmouth, OR | Program Support | $5,886 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $655,585 | $87,085 | $35,882 | $23,544 | 4 | $28,734 | $81,486 | $33,233 |
| 2024 | $604,674 | $58,017 | $33,280 | $22,868 | 4 | $27,829 | $52,616 | $31,846 |
| 2023 | $580,213 | $19,589 | $34,640 | $25,084 | 4 | $29,620 | $14,395 | $29,446 |
| 2022 | $595,262 | $19,481 | $41,238 | $30,668 | 4 | $35,432 | $14,717 | $30,212 |
| 2021 | $617,015 | $52,246 | $35,707 | $24,252 | 4 | $29,604 | $46,894 | $34,732 |
| 2020 | $600,475 | $30,743 | $25,342 | $15,940 | 4 | — | $26,104 | $30,000 |
Under IRS private-foundation payout rules, Swenson Richard I Testamentary Trust reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Swenson Richard I Testamentary Trust's only listed officer is Columbia Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Columbia Trust Company
Trustee
On filings since 2020
1 hr/week
$9K (2020) → $10K (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 $10K, to Columbia Trust Company (Trustee).
Frequently asked questions about Swenson Richard I Testamentary Trust
How much does Swenson Richard I Testamentary Trust give each year?
Swenson Richard I Testamentary Trust gave $24K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 4 grants.
What is Swenson Richard I Testamentary Trust's typical grant size?
Swenson Richard I Testamentary Trust's median grant in 2025 was $5,886, and its average grant was $5,886, across 4 grants on its 2025 IRS Form 990-PF.
Where does Swenson Richard I Testamentary Trust give grants?
Swenson Richard I Testamentary Trust gives mostly in Oregon: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Monmouth, OR (4 grants).
Does Swenson Richard I Testamentary Trust give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Swenson Richard I Testamentary Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (4 grants).
How large is Swenson Richard I Testamentary Trust?
Swenson Richard I Testamentary Trust reported $656K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $33K (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 Swenson Richard I Testamentary Trust's EIN?
Swenson Richard I Testamentary Trust's EIN (Employer Identification Number) is 93-6169792. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 11, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 22, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Swenson Richard I Testamentary Trust funds
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