Swenson Richard I Testamentary Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Swenson Richard I Testamentary Trust. Data shown is extracted from Form 990-PF filings.
EIN: 93-6169792
Foundation Overview
Based in Salem, OR, Swenson Richard I Testamentary Trust has awarded 44 grants totaling $287,628 to organizations in Oregon. Individual grants range from $3,985 to $12,003, with a median award of $6,063.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 4 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
100% of all grants are concentrated in Oregon, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Oregon, funding concentrates in Monmouth (100%).
Funding Trajectory
Moderate 26% growth trend over 8 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.
Program Areas
Dual focus on community projects (67%) and general purposes, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Swenson Richard I Testamentary Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Polk County Historical Society | $5,886 | Monmouth, OR, US | Program Support | 2025 |
| Western Oregon University | $5,886 | Monmouth, OR, US | Program Support | 2025 |
| City Of Monmouth Public Library | $5,886 | Monmouth, OR, US | Program Support | 2025 |
| First Christian Church Monmouth Dba | $5,886 | Monmouth, OR, US | Program Support | 2025 |
| Polk County Historical Society | $5,717 | Monmouth, OR, US | Program Support | 2024 |
| Western Oregon University | $5,717 | Monmouth, OR, US | Program Support | 2024 |
| City Of Monmouth Public Library | $5,717 | Monmouth, OR, US | Program Support | 2024 |
| First Christian Church Monmouth Dba | $5,717 | Monmouth, OR, US | Program Support | 2024 |
| Polk County Historical Society | $5,717 | Monmouth, OR, US | Program Support | 2024 |
| Western Oregon University | $5,717 | Monmouth, OR, US | Program Support | 2024 |
| City Of Monmouth Public Library | $5,717 | Monmouth, OR, US | Program Support | 2024 |
| First Christian Church Monmouth Dba | $5,717 | Monmouth, OR, US | Program Support | 2024 |
| Polk County Historical Society | $6,271 | Monmouth, OR, US | Program Support | 2023 |
| Western Oregon University | $6,271 | Monmouth, OR, US | Program Support | 2023 |
| City Of Monmouth Public Library | $6,271 | Monmouth, OR, US | Program Support | 2023 |
| First Christian Church Monmouth Dba | $6,271 | Monmouth, OR, US | Program Support | 2023 |
| Polk County Historical Society | $6,271 | Monmouth, OR, US | Program Support | 2023 |
| Western Oregon University | $6,271 | Monmouth, OR, US | Program Support | 2023 |
| City Of Monmouth Public Library | $6,271 | Monmouth, OR, US | Program Support | 2023 |
| First Christian Church Monmouth Dba | $6,271 | Monmouth, OR, US | Program Support | 2023 |
| Polk County Historical Society | $7,667 | Monmouth, OR, US | Program Support | 2022 |
| Western Oregon University | $7,667 | Monmouth, OR, US | Program Support | 2022 |
| City Of Monmouth Public Library | $7,667 | Monmouth, OR, US | Program Support | 2022 |
| First Christian Church Monmouth Dba | $7,667 | Monmouth, OR, US | Program Support | 2022 |
| Polk County Historical Society | $7,667 | Monmouth, OR, US | Program Support | 2022 |
| Western Oregon University | $7,667 | Monmouth, OR, US | Program Support | 2022 |
| City Of Monmouth Public Library | $7,667 | Monmouth, OR, US | Program Support | 2022 |
| First Christian Church Monmouth Dba | $7,667 | Monmouth, OR, US | Program Support | 2022 |
| Polk County Historical Society | $6,063 | Monmouth, OR, US | Program Support | 2021 |
| Western Oregon University | $6,063 | Monmouth, OR, US | Program Support | 2021 |
| City Of Monmouth Public Library | $6,063 | Monmouth, OR, US | Program Support | 2021 |
| First Christian Church Monmouth Dba | $6,063 | Monmouth, OR, US | Program Support | 2021 |
| Polk County Historical Society | $3,985 | Monmouth, OR, US | Program Support | 2020 |
| Western Oregon University | $3,985 | Monmouth, OR, US | Program Support | 2020 |
| City Of Monmouth Public Library | $3,985 | Monmouth, OR, US | Program Support | 2020 |
| First Christian Church Monmouth Dba | $3,985 | Monmouth, OR, US | Program Support | 2020 |
| Polk County Historical Society | $12,003 | Monmouth, OR, US | General Budget Activities | 2018 |
| Western Oregon University | $12,003 | Monmouth, OR, US | General Budget Activities | 2018 |
| City Of Monmouth Public Library | $12,003 | Monmouth, OR, US | General Budget Activities | 2018 |
| First Christian Church Monmouth Dba | $12,003 | Monmouth, OR, US | General Budget Activities | 2018 |
| Polk County Historical Society | $4,660 | Monmouth, OR, US | General Budget Activities | 2017 |
| Western Oregon University | $4,660 | Monmouth, OR, US | General Budget Activities | 2017 |
| City Of Monmouth Public Library | $4,660 | Monmouth, OR, US | General Budget Activities | 2017 |
| First Christian Church Monmouth Dba | $4,660 | Monmouth, OR, US | General Budget Activities | 2017 |
Foundations Similar to Swenson Richard I Testamentary Trust
Discover 5 foundations with comparable assets ($17,482,000,476-$78,673,465,696), similar grant patterns, and geographic focus in OR that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Gates Foundation
EIN: 56-2618866 | 43529 grants awarded |
$78,673,465,696
(↑ Larger) |
$500,000
median grant |
Seattle, WA |
|
|
Gates Foundation Trust
EIN: 91-1663695 | 7 grants awarded |
$77,564,446,975
(↑ Larger) |
$6,806,925,000
median grant |
Kirkland, WA |
|
|
Lilly Endowment Inc
EIN: 35-0868122 | 13997 grants awarded |
$62,192,685,769
(↑ Larger) |
$26,500
median grant |
Indianapolis, IN |
|
|
The Wellcome Trust
EIN: 98-6038021 |
$54,230,100,300
(↑ Larger) |
Not available
see full profile |
London, ENGLAND |
|
|
The Ford Foundation
EIN: 13-1684331 | 25502 grants awarded |
$17,482,000,476
(↑ Larger) |
$100,000
median grant |
New York, NY |
|
Related Foundation Resources in OR:
Contact Information
Official contact details for Swenson Richard I Testamentary Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 93-6169792 |
| Website | N/A |
| Address | PO BOX 10 Salem, OR 97308-0010 |
Key People (1)
Board members, trustees, and key staff who oversee Swenson Richard I Testamentary Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Columbia Trust Company |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Swenson Richard I Testamentary Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.