Grace Epperson Testamentary Trust
Grace Epperson Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE OSWEGO, OR. IRS filing data is available from 2020 through 2024. In 2024, it awarded 2 grants totaling $312K. Net investment income was $39K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$312K
+1842.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$156K
+1842.2% YoY
About Grace Epperson Testamentary Trust
Based on IRS filings
Grace Epperson Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE OSWEGO, OR. IRS filing data is available from 2020 through 2024. In 2024, it awarded 2 grants totaling $312K. Net investment income was $39K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $278,814 | $292,130 |
| Revenue | $38,513 | $4,542 | $-6,979 |
| Expenses | $323,050 | $17,858 | $19,659 |
| Qualifying Distributions | $311,962 | $16,062 | $17,574 |
| Net Investment Income | $38,513 | $8,856 | $4,485 |
| Distributable Amount | $7,857 | $15,771 | $16,851 |
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
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN D MARICK | TRUSTEE | 1 | — |
| TAMARA F MARICK | TRUSTEE | 1 | — |
| MONSIGNOR GERARD O'CONNOR | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Total Given
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Total Given
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Trail Rhythms Inc
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Assets
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Grants
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Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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