Marjorie Clayton Testamentary Trust
Marjorie Clayton Testamentary Trust is a private foundation, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $328K in total assets. In 2024, it awarded 1 grants totaling $22K. Net investment income was $4K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$328K
-9.2% YoY
Annual Giving
$22K
+4.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$22K
+4.5% YoY
Under IRS private-foundation payout rules, Marjorie Clayton Testamentary Trust reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
About Marjorie Clayton Testamentary Trust
Based on IRS filings
Marjorie Clayton Testamentary Trust is a private foundation, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $328K in total assets. In 2024, it awarded 1 grants totaling $22K. Net investment income was $4K.
Ready to take the next step with Marjorie Clayton Testamentary Trust?
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 | $327,791 | $361,026 | $348,406 |
| Revenue | $29,850 | $58,640 | $30,901 |
| Expenses | $63,076 | $44,512 | $30,015 |
| Qualifying Distributions | $25,113 | $24,097 | $9,614 |
| Net Investment Income | $4,170 | $39,369 | $10,860 |
| Distributable Amount | $22,334 | $25,058 | $24,043 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sterling College ($22,321).
| Recipient | Purpose | Amount |
|---|---|---|
| STERLING COLLEGE STERLING, KS | GENERAL SUPPORT | $22,321 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BOKF N A | TRUSTEE | 10 | $767 |
Frequently Asked Questions
How large is Marjorie Clayton Testamentary Trust?
As of 2024, Marjorie Clayton Testamentary Trust holds $328K in total assets with $30K in annual revenue. It awarded 1 grants totaling $22K in 2024.
Where does Marjorie Clayton Testamentary Trust operate?
Marjorie Clayton Testamentary Trust has awarded grants in Kansas.
What size grants does Marjorie Clayton Testamentary Trust award?
In 2024, Marjorie Clayton Testamentary Trust awarded 1 grants totaling $22K — an average of about $22K per grant, based on its IRS Form 990 filings.
How much is Marjorie Clayton Testamentary Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Marjorie Clayton Testamentary Trust reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Marjorie Clayton Testamentary Trust's EIN?
Marjorie Clayton Testamentary Trust's EIN (Employer Identification Number) is 20-6376188. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Marjorie Clayton Testamentary Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.