Richard I Swenson Trust
- Assets
- $617.0k
- Revenue
- $52.2k
- Investments
- $579.1k
- Employees
- 0
- Location
- Salem, OR
- Founding
- 08/1998
- Data as of
- 12/2021
- EIN
- 93-6169792
Organization Overview
Richard I Swenson Trust is located in Salem, OR. The organization was established in 1998. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Richard I Swenson Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Richard I Swenson Trust generated $52.2k in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (0.7%) each year. All expenses for the organization totaled $35.7k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Richard I Swenson Trust has awarded 20 individual grants totaling $136,816. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $12,065 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $40,181 |
| Capital Gain Net Income | $40,181 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $52,246 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $10,004 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $751 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $11,455 |
| Contributions, gifts, grants paid | $24,252 |
| Total expenses and disbursements | $35,707 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $37,869 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $617,015 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Richard I Swenson Trust has awarded $24,252 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
WESTERN OREGON UNIVERSITY PURPOSE: PROGRAM SUPPORT | $6,063 |
Monmouth, OR PURPOSE: PROGRAM SUPPORT | $6,063 |
CITY OF MONMOUTH PUBLIC LIBRARY PURPOSE: PROGRAM SUPPORT | $6,063 |
Monmouth, OR PURPOSE: PROGRAM SUPPORT | $6,063 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
James G Boswell Foundation Pasadena, CA | $149,317,114 | $5,540,300 |
Dj And T Foundation San Marino, CA | $47,605 | $2,666,565 |
Terasaki Family Foundation Los Angeles, CA | $55,847,762 | $8,456,920 |
The Green Foundation Pasadena, CA | $146,510,073 | $6,369,927 |
Smidt Foundation Beverly Hills, CA | $297,009,974 | $102,197,850 |
Baker Street Foundation San Francisco, CA | $111,419,700 | $19,294,792 |
Stolte Family Foundation Seattle, WA | $78,833,189 | $10,332,086 |
Fletcher Jones Foundation Pasadena, CA | $171,018,850 | $2,557,259 |
Angell Foundation Los Angeles, CA | $118,335,921 | $5,741,529 |
The Barbara And Gerson Bakar Foundation San Francisco, CA | $150,075,547 | $19,097,345 |
William G Irwin Charity Foundation San Francisco, CA | $95,703,761 | $19,136,887 |
Edgerton Foundation Los Angeles, CA | $106,952,264 | $9,589,110 |