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Richard I Swenson Trust is a private trust based in SALEM, OR. The foundation received its IRS ruling in 1998. The principal officer is West Coast Trust. It holds total assets of $605K. Annual income is reported at $203K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. Grantmaking is concentrated in Oregon. According to available records, Richard I Swenson Trust has made 20 grants totaling $127K, with a median grant of $6K. Annual giving has grown from $16K in 2020 to $25K in 2023. Grantmaking activity was highest in 2022 with $61K distributed across 8 grants. Individual grants have ranged from $4K to $8K, with an average award of $6K. The foundation has supported 4 unique organizations. Grant recipients are concentrated in Oregon. Contributions to this foundation are tax-deductible.
Smallest Grant
$4K
Median Grant
$4K
Average Grant
$4K
Largest Grant
$4K
Based on 4 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Richard I Swenson Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in OR.
Richard I Swenson Trust has distributed a total of $127K across 20 grants. The median grant size is $6K, with an average of $6K. Individual grants have ranged from $4K to $8K.
Richard I Swenson Trust typically selects its grantees rather than accepting unsolicited proposals.
Richard I Swenson Trust is headquartered in SALEM, OR.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Columbia Trust Company | TRUSTEE | $9K | $0 | $9K |
Total Giving
$35K
Total Assets
$580K
Fair Market Value
$629K
Net Worth
$580K
Grants Paid
$25K
Contributions
N/A
Net Investment Income
$14K
Distribution Amount
$29K
Total: $528K
Total Grants
20
Total Giving
$127K
Average Grant
$6K
Median Grant
$6K
Unique Recipients
4
Most Common Grant
$8K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Western Oregon UniversityPROGRAM SUPPORT | Monmouth, OR | $6K | 2023 |
| City Of Monmouth Public LibraryPROGRAM SUPPORT | Monmouth, OR | $6K | 2023 |
| First Christian Church Monmouth DbaPROGRAM SUPPORT | Monmouth, OR | $6K | 2023 |
| Polk County Historical SocietyPROGRAM SUPPORT | Monmouth, OR | $6K | 2023 |