Marjorie Clayton Testamentary Trust
Marjorie Clayton Testamentary Trust is a private foundation, based in Tulsa, OK. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $321K in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $16K.
Marjorie Clayton Testamentary Trust at a glance
In short: Marjorie Clayton Testamentary Trust gave $20K across 1 grant in 2025 (avg $20K), mostly in Kansas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $19,542
- -12.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $19,542
- -12.5% vs 2024
- Median grant
- $19,542
- Total assets
- $321,355
- -2.0% vs 2024
- Primary geography
- Kansas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Marjorie Clayton Testamentary Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Sterling College ($20K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Marjorie Clayton Testamentary Trust gives
- Giving grew 182% from 2022 to 2025. Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2025, annual grant giving ranged from $7K (2022) to $22K (2024). In 2025 it made 1 grant totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sterling College Sterling, KS | General Support | $19,542 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $321,355 | $37,597 | $44,059 | $19,542 | 1 | $21,937 | $15,634 | $22,541 |
| 2024 | $327,791 | $29,850 | $63,076 | $22,321 | 1 | $25,113 | $4,170 | $22,334 |
| 2023 | $361,026 | $58,640 | $44,512 | $21,360 | 1 | $24,097 | $39,369 | $25,058 |
| 2022 | $348,406 | $30,901 | $30,015 | $6,931 | 1 | $9,614 | $10,860 | $24,043 |
| 2021 | $353,149 | $32,823 | $29,726 | $14,894 | 1 | $16,922 | $20,019 | $18,959 |
| 2020 | $346,818 | $15,148 | $15,556 | $8,903 | 1 | — | $9,372 | $14,674 |
Under IRS private-foundation payout rules, Marjorie Clayton Testamentary Trust reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Marjorie Clayton Testamentary Trust's only listed officer is Bokf N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bokf N A
Trustee
On filings since 2020
10 hrs/week
$508 (2020) → $2K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Bokf N a (Trustee).
Frequently asked questions about Marjorie Clayton Testamentary Trust
How much does Marjorie Clayton Testamentary Trust give each year?
Marjorie Clayton Testamentary Trust gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 1 grant.
How large is Marjorie Clayton Testamentary Trust?
Marjorie Clayton Testamentary Trust reported $321K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Marjorie Clayton Testamentary Trust operate?
Marjorie Clayton Testamentary Trust has awarded grants in Kansas.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 20, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
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