Grace Epperson Testamentary Trust
Grace Epperson Testamentary Trust is a private foundation, based in Lake Oswego, OR. IRS filing data is available from 2019 through 2024. In 2024, it awarded 2 grants totaling $312K. Net investment income was $39K.
Grace Epperson Testamentary Trust at a glance
In short: Grace Epperson Testamentary Trust gave $312K across 2 grants in 2024 (avg $156K), mostly in Oregon. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $311,962
- +1842.2% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $155,981
- +1842.2% vs 2023
- Median grant
- $155,981
- Primary geography
- Oregon (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Grace Epperson Testamentary Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Oregon Humane Society ($156K).
Organizations only. It also paid 1 individual scholarship ($155,981), which are not listed by name.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 8 grants of 10 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Grace Epperson Testamentary Trust gives
- Giving grew 1492% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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 2019 to 2024, annual grant giving ranged from $16K (2023) to $312K (2024). In 2024 it made 2 grants totaling $312K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oregon Humane Society Portland, OR | Care for Animals | $155,981 |
| 1 individual scholarship Recipients not named | — | $155,981 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $38,513 | $323,050 | $311,962 | 2 | $311,962 | $38,513 | $7,857 |
| 2023 | $278,814 | $4,542 | $17,858 | $16,062 | 2 | $16,062 | $8,856 | $15,771 |
| 2022 | $292,130 | $-6,979 | $19,659 | $17,574 | 2 | $17,574 | $4,485 | $16,851 |
| 2021 | $318,768 | $15,871 | $25,627 | $19,596 | 2 | $19,596 | $9,840 | $18,621 |
| 2020 | $328,524 | $23,386 | $21,701 | $18,708 | 2 | — | $20,393 | $18,496 |
| 2019 | $326,839 | $13,603 | $31,692 | $28,430 | 2 | — | $10,341 | $18,469 |
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.
Leadership & Key People
Officers and directors from IRS filings
Grace Epperson Testamentary Trust's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
John D. Marick
Trustee
On filings since 2019
1 hr/week
No compensation reported
Tamara F. Marick
Trustee
On filings since 2019
1 hr/week
No compensation reported
Monsignor Gerard O'Connor
Trustee
On filings since 2021
1 hr/week
No compensation reported
Former officers (1)
- Former: Monsignor Patrick Brennan (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Grace Epperson Testamentary Trust
How much does Grace Epperson Testamentary Trust give each year?
Grace Epperson Testamentary Trust gave $312K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $16K across 2 grants.
Where does Grace Epperson Testamentary Trust operate?
Grace Epperson Testamentary Trust has awarded grants in Oregon.
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 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 21, 2020)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Grace Epperson Testamentary Trust's focus areas in our free grants database
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