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EIN 93-6169792

Swenson Richard I Testamentary Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Salem
State
Oregon
Year formed
1998
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Swenson Richard I Testamentary Trust is a private foundation located in Salem, OR that primarily funds program support for various organizations including the Polk County Historical Society. Last year, it made four grants to its grantees.
Also known as...
Richard I Swenson Trust
Total revenues
$19,589
2023
Total expenses
$34,640
2023
Total assets
$580,213
2023
Num. employees
0
2023

Grants made by Swenson Richard I Testamentary Trust

GranteeGrant descriptionAmount
Polk County Historical Society / Polk County MuseumProgram Support$6,271

Personnel at Swenson Richard I Testamentary Trust

NameTitleCompensation
Columbia Trust CompanyTrustee$8,371

Financials for Swenson Richard I Testamentary Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$13,798
Net rental income$0
Net gain from sale of non-inventory assets$5,791
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$19,589

Form 990s for Swenson Richard I Testamentary Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-18990PFView PDF
2022-122023-05-04990PFView PDF
2021-122022-05-09990PFView PDF
2020-122021-05-12990PFView PDF
2019-122021-06-09990PFView PDF
...and 8 more Form 990s
Data update history
May 19, 2024
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 10, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 12, 2022
Posted financials
Added Form 990PF for fiscal year 2020
October 17, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Arts, cultural, and humanities
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
Columbia Trust Company PO Box 10
Salem, OR 97308
Metro area
Salem, OR
County
Marion County, OR
Phone
(503) 399-2995
IRS details
EIN
93-6169792
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1998
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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