Swenson Richard I Testamentary Trust
Swenson Richard I Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALEM, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $605K in total assets. In 2024, it awarded 4 grants totaling $23K. Net investment income was $53K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$605K
+4.2% YoY
Annual Giving
$23K
-8.8% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$6K
-8.8% YoY
About Swenson Richard I Testamentary Trust
Based on IRS filings
Swenson Richard I Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALEM, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $605K in total assets. In 2024, it awarded 4 grants totaling $23K. Net investment income was $53K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $604,674 | $580,213 | $595,262 |
| Revenue | $58,017 | $19,589 | $19,481 |
| Expenses | $33,280 | $34,640 | $41,238 |
| Qualifying Distributions | $27,829 | $29,620 | $35,432 |
| Net Investment Income | $52,616 | $14,395 | $14,717 |
| Distributable Amount | $31,846 | $29,446 | $30,212 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 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 |
|---|---|---|---|
| COLUMBIA TRUST COMPANY | TRUSTEE | 1 | $9,221 |
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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