Clyde & Margaret Yancey Charitable Trust
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.
Clyde & Margaret Yancey Charitable Trust at a glance
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.
- Annual giving (2025)
- $42,000
- +13.5% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $21,000
- +13.5% vs 2024
- Median grant
- $21,000
- Total assets
- $251,572
- -0.2% vs 2024
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Clyde & Margaret Yancey Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was VMI Foundation Inc ($32K). Together the top 2 received $42K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $20K (2020) to $42K (2025). In 2025 it made 2 grants totaling $42K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| VMI Foundation Inc Lexington, VA | Unrestricted General | $32,000 |
| George C Marshall Research Foundation Lexington, VA | Unrestricted General | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $251,572 | $64,285 | $64,899 | $42,000 | 2 | $46,680 | $46,700 | $48,653 |
| 2024 | $252,185 | $49,668 | $58,248 | $37,000 | 2 | $41,386 | $33,050 | $46,537 |
| 2023 | $258,595 | $33,232 | $40,103 | $21,000 | 2 | $25,017 | $18,105 | $40,983 |
| 2022 | $267,634 | $18,433 | $44,726 | $25,000 | 2 | $29,108 | $3,364 | $40,717 |
| 2021 | $293,904 | $42,082 | $48,663 | $30,000 | 2 | $33,923 | $27,342 | $41,235 |
| 2020 | $300,539 | $26,499 | $36,271 | $20,000 | 1 | — | $14,178 | $33,632 |
| 2019 | $310,275 | $31,904 | $14,882 | — | — | — | $20,352 | $31,718 |
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.
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
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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 23, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Clyde & Margaret Yancey Charitable Trust funds
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