Marjorie Clayton Testamentary Trust

TULSA, OK EIN: 20-6376188

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kansas $74K (100%)

States

Kansas

Cities

Sterling

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.