Grace Epperson Testamentary Trust

LAKE OSWEGO, OR EIN: 93-1262189

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

+0.0% YoY

Avg Grant Size

$156K

+1842.2% YoY

Under IRS private-foundation payout rules, Grace Epperson Testamentary Trust reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Grace Epperson Testamentary Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $384K (100%)

States

Oregon

Cities

Portland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Oregon Humane Society ($155,981), St Mary's Cathedral School ($155,981).

Recipient	Purpose	Amount
OREGON HUMANE SOCIETY PORTLAND, OR	CARE FOR ANIMALS	$155,981
ST MARY'S CATHEDRAL SCHOOL PORTLAND, OR	PROVIDE TUITION	$155,981

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Grace Epperson Testamentary Trust?

Grace Epperson Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE OSWEGO, OR. It holds — in total assets as of 2024.

Where does Grace Epperson Testamentary Trust operate?

Grace Epperson Testamentary Trust has awarded grants in Oregon.

What size grants does Grace Epperson Testamentary Trust award?

In 2024, Grace Epperson Testamentary Trust awarded 2 grants totaling $312K — an average of about $156K per grant, based on its IRS Form 990 filings.

How much is Grace Epperson Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Grace Epperson Testamentary Trust reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Grace Epperson Testamentary Trust's EIN?

Grace Epperson Testamentary Trust's EIN (Employer Identification Number) is 93-1262189. IRS Form 990 filing data is available on this page for 2020–2024.