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Form 990-PFTax year 2020EIN 93-1246433

Ann and Bill Swindells Charitable Trust

A private foundation in Lake Oswego, OR. Its return for tax year 2020 lists 1 grant and $104,756 paid in grants.

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Tax year 2020 (period ending Dec 31, 2020), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact person
On file
Phone
On file
Mailing address
On file
Form and materials
On file
Deadlines
No specific deadlines. Trustees plan to meet the middle of each quarter to review grant requests.
Restrictions
Grant requests will be limited to organizations that are qualifying under Section 501(c)(3). Preference will be given to organizations domiciled and acting exclusively in the State of Oregon. Request brochure for additional grant details.

Contact person, phone, mailing address and application materials on file. See them with a plan.

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Assets and giving by year

1 return on file

Tax year 2020 is the only return we have read for this foundation so far.

  • Tax year 2020

    $104,756

    Grants listed
    1
    Assets, end of year
    $0

Grants paid in 2020

1 grant, largest first

As listed on the return.

  1. Oregon Community FoundationPortland, OR

    Dissolution distribution.

    $104,756

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking1 grant $104,756100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Oregon1 grant $104,756

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Charles SwindellsVice Managing Trustee Hours 0Pay $0
  • William R SwindellsManaging Trustee Hours 0Pay $0
  • Leslie Ann BallingerTrustee Hours 0Pay $0
  • Donna WeckerAssistant Trust Manager Hours 12Pay $0

The return

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