Clyde & Margaret Yancey Charitable Trust

Private foundation · Grantmaker Dallas, TX EIN: 59-7236889

Clyde & Margaret Yancey Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $252K in total assets. In 2025, it awarded 2 grants totaling $42K. Net investment income was $47K.

Key facts about Clyde & Margaret Yancey Charitable Trust

In short: Clyde & Margaret Yancey Charitable Trust gave $42K across 2 grants in 2025 (avg $21K), mostly in Virginia. Source: 2025 IRS Form 990-PF.

EIN
59-7236889
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$42,000
Grants made (2025)
2
Average grant
$21,000
Median grant
$21,000
Total assets
$251,572
Primary geography
Virginia (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$252K

-0.2% YoY

Annual Giving

$42K

+13.5% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$21K

+13.5% YoY

Under IRS private-foundation payout rules, Clyde & Margaret Yancey Charitable Trust reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.

How Clyde & Margaret Yancey Charitable Trust gives

  • Giving grew 68% from 2022 to 2025. Method
  • In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

Lexington

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K0 grants2019 1 grant2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $20K (2020) to $42K (2025). In 2025 it made 2 grants totaling $42K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

VMI Foundation Inc: $32KVMI Foundation Inc$32KGeorge C Marshall Research Foundation: $10KGeorge C Marshall ResearchFoundation$10K

The largest 2025 recipient was VMI Foundation Inc ($32K). Together the top 2 received $42K.

Grant Size Distribution

10 grants across all recorded years

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

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
VMI Foundation Inc Lexington, VAUnrestricted General$32,000
George C Marshall Research Foundation Lexington, VAUnrestricted General$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$251,572$252,185$258,595
Revenue$64,285$49,668$33,232
Expenses$64,899$58,248$40,103
Qualifying Distributions$46,680$41,386$25,017
Net Investment Income$46,700$33,050$18,105
Distributable Amount$48,653$46,537$40,983

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 23, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Clyde & Margaret Yancey Charitable Trust is led by Walton M. Jeffress Jr., Trustee on every filing since 2019 — the only officer listed, and compensated.

Officers on the 2025 filing

  • Walton M. Jeffress Jr.

    Trustee

    On filings since 2019

    5 hrs/week

    $7K (2019) → $10K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Walton M Jeffress Jr — Trustee: $10KWalton M Jeffress JrTrustee$10K

The highest reported compensation on the 2025 filing was $10K, to Walton M Jeffress Jr (Trustee).

Frequently asked questions about Clyde & Margaret Yancey Charitable Trust

How much does Clyde & Margaret Yancey Charitable Trust give each year?

Clyde & Margaret Yancey Charitable Trust gave $42K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $37K across 2 grants.

How large is Clyde & Margaret Yancey Charitable Trust?

Clyde & Margaret Yancey Charitable Trust reported $252K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $49K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Clyde & Margaret Yancey Charitable Trust operate?

Clyde & Margaret Yancey Charitable Trust has awarded grants in Virginia.

What is Clyde & Margaret Yancey Charitable Trust's EIN?

Clyde & Margaret Yancey Charitable Trust's EIN (Employer Identification Number) is 59-7236889. IRS Form 990 filing data is available on this page for 2019–2025.

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

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