Bernice M Rise Testamentary Trust

SALEM, OR EIN: 93-6126351

Financial Overview

From 2025 IRS Form 990-PF

Total Assets

$75K

+0.5% YoY

Annual Giving

$6K

+2.4% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$3K

+2.4% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4K$7K$11K$15K20212022202320242025
Metric202520242023
Total Assets$74,768$74,361$75,131
Revenue$10,651$8,370$10,711
Expenses$9,726$9,658$10,627
Qualifying Distributions$5,644$5,513$6,240
Net Investment Income$6,597$4,344$6,391
Distributable Amount$5,734$5,643$5,513

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$3K$5K$6K2 grants20212 grants20222 grants20232 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Vesterheim Norwegian Ame…$3KSALEM PUBLIC LIBRARY$3K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bernice M Rise Testamentary Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

PIONEER TRUST BANK NATRUSTEE$2K

From 2025 filing

NameTitleHoursCompensation
PIONEER TRUST BANK NATRUSTEE1$1,700

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

States

Cities

DecorahSalem

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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