Nonprofit · EIN 93-6169792
RICHARD I SWENSON TRUST
Tax-exempt · SALEM, OR 97308
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $87,085 | $35,882 | $51,203 | $655,585 | $0 | $655,585 |
| December 31, 2024 | 990-PF | $58,017 | $33,280 | $24,737 | $604,674 | $0 | $604,674 |
| December 31, 2023 | 990-PF | $19,589 | $34,640 | -$15,051 | $580,213 | $0 | $580,213 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $23,921
- Net gain from sales of assets
- $63,164
Expenses
- Grants and similar amounts paid
- $23,544
- Compensation of officers, directors and key employees
- $9,681
- Disbursements for charitable purposes
- $28,734
- Excise tax on investment income
- $1,133
Balance sheet and other
- Total assets, start of year
- $604,673
- Total assets, end of year
- $655,585
- Total liabilities, end of year
- $0
- Net assets, end of year
- $655,585
- Fair market value of assets
- $738,244
- Qualifying distributions
- $28,734
- Net investment income
- $87,085
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COLUMBIA TRUST COMPANY PO BOX 1012, SALEM, OR 97308 | TRUSTEE | 1 | $9,681 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COLUMBIA TRUST COMPANY PO BOX 1012, SALEM, OR 97308 | TRUSTEE | 1 | $9,221 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COLUMBIA TRUST COMPANY PO BOX 1012, SALEM, OR 97308 | TRUSTEE | 1 | $8,371 |
Address and contacts
- Address (IRS master file)
- PO BOX 10, SALEM, OR 97308-0010
- In care of
- % WEST COAST TRUST
- Signed the 990-PF
- COLUMBIA TRUST COMPANY, TRUSTEE
- Phone
- (503) 399-2995
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 93-6169792
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $655,585
- Income (IRS master file)
- $221,646
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $87,085 | $35,882 | $655,585 | XML |
| 990-PF | December 2024 | $58,017 | $33,280 | $604,674 | XML |
| 990-PF | December 2023 | $19,589 | $34,640 | $580,213 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-6169792).
Questions about RICHARD I SWENSON TRUST
- What is the EIN of RICHARD I SWENSON TRUST?
- The employer identification number (EIN) of RICHARD I SWENSON TRUST is 93-6169792.
- Is RICHARD I SWENSON TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to RICHARD I SWENSON TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD I SWENSON TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD I SWENSON TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RICHARD I SWENSON TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of RICHARD I SWENSON TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,681 (COLUMBIA TRUST COMPANY, TRUSTEE).
- How much revenue does RICHARD I SWENSON TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $87,085, expenses of $35,882 and total assets of $655,585 at year end.
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All nonprofits in SALEM · Oregon · Philanthropy, voluntarism and grantmaking foundations