DOROTHY E SWANSON CHARITABLE TRUST

OMAHA, NE 681442528 EIN 476231459

https://NONE
$2.2M Total Assets (2023)
$94K Avg Yearly Giving (2023–2023)
$94K Giving on File
(1 yr)
3 Grants on File
$31K Avg Grant Size

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone 4023718928

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 N/A $2.0M $102K N/A
2019 N/A $2.2M $73K N/A
2020 N/A $2.2M $83K N/A
2023 $94K $2.2M $90K 3

Grant Size Distribution

Based on 3 grants on record

Minimum
$31K
25th Pctl
$31K
Median
$31K
Average
$31K
75th Pctl
$31K
Maximum
$31K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
ELKHORN VALLEY BANK TRUST TRUSTEE & FOUNDATION MANAGER $19K
JAMES V LAUER TRUSTEE $17K

Grants Awarded (3 total)

RecipientLocationAmountPurposeYear
HELP ADULT SERVICES OMAHA, NE $31,168 GENERAL PURPOSE GRANT FROM INCOME REQD BY TRUST 2023
KC KANSAS COMM COLLEGE ENDOWMENT ASSOC KANSAS CITY, KS $31,168 GENERAL PURPOSE GRANT FROM INCOME REQD BY TRUST 2023
VALLEY COMMUNITY HISTORICAL SOCIETY VALLEY, NE $31,167 GENERAL PURPOSE GRANT FROM INCOME REQD BY TRUST 2023