Mary K and Clifford Grum Foundation
The Mary K and Clifford Grum Foundation is a private foundation based in Lufkin, Texas. It makes grants to charitable organizations; its 2025 filing lists two grants, both to organizations in Lufkin.
Mary K and Clifford Grum Foundation at a glance
In short: Mary K and Clifford Grum Foundation gave $163K across 2 grants in 2025 (avg $81K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $162,890
- -99.6% vs 2024
- Grants made (2025)
- 2
- -66.7% vs 2024
- Average grant
- $81,445
- -98.9% vs 2024
- Median grant
- $81,445
- Total assets
- $7,157,277
- +4.1% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Mary K and Clifford Grum Foundation
- How to Apply
-
The foundation does not restrict giving to preselected organizations. Applicants should contact Southside Bank Wealth Management and submit a letter describing the use of requested funds and the organization’s exempt status. Awards are restricted to charitable organizations.
- Contact
Application contact: Southside Bank Wealth Management
Mailing address: P O Box 152020, Lufkin, TX 75915-2020
Phone: (936) 631-3548
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Mary K and Clifford Grum Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was First Presbyterian Church ($100K). Together the top 2 received $163K.
Grant Size Distribution
58 grants across all recorded years
The most common grant size was under $50K: 33 grants of 58 (57%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for filing year 2025 went to recipients in Texas. Both listed recipients are in Lufkin.
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Mary K and Clifford Grum Foundation gives
- Giving fell 95% from 2022 to 2025. Method
- In 2025 it paid out 56% 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 2021 to 2025, annual grant giving ranged from $163K (2025) to $44.9M (2024). In 2025 it made 2 grants totaling $163K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church Lufkin, TX | General Operations | $100,000 |
| Winnie Berry Humane Society Lufkin, TX | General Operations | $62,890 |
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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 | $7,157,277 | $513,755 | $214,910 | $162,890 | 2 | $186,075 | $491,755 | $332,617 |
| 2024 | $6,872,547 | $2,596,149 | $45,076,540 | $44,941,231 | 6 | $44,992,030 | $858,333 | $1,390,562 |
| 2023 | $47,374,367 | $2,181,129 | $3,064,747 | $2,869,500 | 13 | $2,922,832 | $1,611,839 | $2,427,478 |
| 2022 | $48,322,582 | $6,287,373 | $3,300,497 | $3,046,000 | 9 | $3,107,163 | $4,497,187 | $2,781,642 |
| 2021 | $45,321,926 | $6,357,107 | $2,145,788 | $1,921,000 | 28 | — | $6,216,557 | $2,604,019 |
Under IRS private-foundation payout rules, Mary K and Clifford Grum Foundation reported a distributable amount of $333K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Grantmaking
In filing year 2025, the foundation reported $162,890 in grants across two awards. Grants ranged from $62,890 to $100,000, with a median award of $81,445. The largest grants were $100,000 to First Presbyterian Church in Lufkin for general operations and $62,890 to Winnie Berry Humane Society in Lufkin for general operations.
Leadership & Key People
Leadership team and compensation from IRS filings
Southside Bank Wealth Management is listed as trustee on the 2025 filing.
Mary K and Clifford Grum Foundation's only listed officer is Southside Bank Wealth Management, Trustee on every filing since 2022 (uncompensated).
Officers on the 2025 filing
Southside Bank Wealth Management
Trustee
On filings since 2022
1 hr/week
No compensation reported
Former officers (1)
- Former: Mary K. Grum (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 Mary K and Clifford Grum Foundation
How much does Mary K and Clifford Grum Foundation give each year?
Mary K and Clifford Grum Foundation gave $163K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $44.9M across 6 grants.
How large is Mary K and Clifford Grum Foundation?
Mary K and Clifford Grum Foundation reported $7.2M in total assets on its 2025 IRS Form 990-PF. It paid out $186K in qualifying distributions that year, against a required minimum of $333K (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.
How do I apply for a grant from Mary K and Clifford Grum Foundation?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Mary K and Clifford Grum Foundation make grants?
All grant dollars reported for filing year 2025 went to recipients in Texas. Both listed recipients are in Lufkin.
What is Mary K and Clifford Grum Foundation's EIN?
Mary K and Clifford Grum Foundation's EIN (Employer Identification Number) is 75-6454067. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Figures come from Mary K and Clifford Grum Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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