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
Under IRS private-foundation payout rules, Swenson Richard I Testamentary Trust reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Polk County Historical Society ($5,717), Western Oregon University ($5,717), City of Monmouth Public Library ($5,717).
| Recipient | Purpose | Amount |
|---|---|---|
| POLK COUNTY HISTORICAL SOCIETY Monmouth, OR | PROGRAM SUPPORT | $5,717 |
| WESTERN OREGON UNIVERSITY MONMOUTH, OR | PROGRAM SUPPORT | $5,717 |
| CITY OF MONMOUTH PUBLIC LIBRARY MONMOUTH, OR | PROGRAM SUPPORT | $5,717 |
| FIRST CHRISTIAN CHURCH MONMOUTH DBA MONMOUTH, OR | PROGRAM SUPPORT | $5,717 |
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
Frequently Asked Questions
What is Swenson Richard I Testamentary Trust?
Swenson Richard I Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALEM, OR. It holds $605K in total assets as of 2024.
How large is Swenson Richard I Testamentary Trust?
As of 2024, Swenson Richard I Testamentary Trust holds $605K in total assets with $58K in annual revenue. It awarded 4 grants totaling $23K in 2024.
Where does Swenson Richard I Testamentary Trust operate?
Swenson Richard I Testamentary Trust has awarded grants in Oregon.
What size grants does Swenson Richard I Testamentary Trust award?
In 2024, Swenson Richard I Testamentary Trust awarded 4 grants totaling $23K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Swenson Richard I Testamentary Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Swenson Richard I Testamentary Trust reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Swenson Richard I Testamentary Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.