Clyde & Margaret Yancey Charitable Trust

DALLAS, TX EIN: 59-7236889

Clyde & Margaret Yancey Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $252K in total assets. In 2024, it awarded 2 grants totaling $37K. Net investment income was $33K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$252K

-2.5% YoY

Annual Giving

$37K

+76.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$19K

+76.2% YoY

Under IRS private-foundation payout rules, Clyde & Margaret Yancey Charitable Trust reported a distributable amount of $47K for 2024 — the minimum it must pay out in qualifying distributions.

About Clyde & Margaret Yancey Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Clyde & Margaret Yancey Charitable Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $133K (100%)

States

Virginia

Cities

Lexington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$252,185	$258,595	$267,634
Revenue	$49,668	$33,232	$18,433
Expenses	$58,248	$40,103	$44,726
Qualifying Distributions	$41,386	$25,017	$29,108
Net Investment Income	$33,050	$18,105	$3,364
Distributable Amount	$46,537	$40,983	$40,717

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

9 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Vmi Foundation Inc ($27,000), George C Marshall Research Foundation ($10,000).

Recipient	Purpose	Amount
VMI FOUNDATION INC LEXINGTON, VA	UNRESTRICTED GENERAL	$27,000
GEORGE C MARSHALL RESEARCH FOUNDATION LEXINGTON, VA	UNRESTRICTED GENERAL	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WALTON M JEFFRESS JR	TRUSTEE	5	$9,714

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Clyde & Margaret Yancey Charitable Trust?

Clyde & Margaret Yancey Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $252K in total assets as of 2024.

How large is Clyde & Margaret Yancey Charitable Trust?

As of 2024, Clyde & Margaret Yancey Charitable Trust holds $252K in total assets with $50K in annual revenue. It awarded 2 grants totaling $37K in 2024.

Where does Clyde & Margaret Yancey Charitable Trust operate?

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

What size grants does Clyde & Margaret Yancey Charitable Trust award?

In 2024, Clyde & Margaret Yancey Charitable Trust awarded 2 grants totaling $37K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Clyde & Margaret Yancey Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Clyde & Margaret Yancey Charitable Trust reported a distributable amount of $47K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.