Grace Epperson Testamentary Trust FY2020 filing

Lake Oswego, ORPrivate foundation / grantmaker EIN 93-1262189Revenue $23K in FY2020Latest return filed May 9, 2025

On file with the IRSLake Oswego, OR

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FY2020 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990-PF
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $67K a year · 441% of revenue · last 5 filings
A surplus in 1 of the last 5 filings.
990-PF Pt I · 5 filings
4.7 mo
of spending, in cash
4.7 months of spending in cash.
990-PF Pt II · Ln 1–2 · Pt I · Ln 26
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
990-PF Pt II · Ln 23
Revenue
$23K
Spent
$22K
Net assets
$329K
By yearFY2020–FY2024
Revenue
$23K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$23K
FY2021$16K
FY2022−$7K
FY2023$5K
FY2024$39K
Expenses
$22K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$22K
FY2021$26K
FY2022$20K
FY2023$18K
FY2024$323K
Net assets
$329K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$329K
FY2021$319K
FY2022$292K
FY2023$279K
FY2024$0

From the FY2020 Form 990 · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 86% · $19K Operating & administrative 14% · $3K

Form 990-PF Part I, lines 24–26. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

See Grace Epperson Testamentary Trust executive salaries →

Programs and updates

A private foundation based in Lake Oswego, OR.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 2 grants · $312K · 2024–2024
St Mary's Cathedral SchoolFY2024$155,981
Oregon Humane SocietyOR · FY2024$155,981

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV1
Average grantPart XV$156K
Median grantPart XV$156K
Largest grantPart XV$156K
Top cause focusNTEEAnimals (50%)

By the numbers

The FY2020 990-PF, line by line.

1The main four
Money in
$23K
Investment income$23K
Money out
$22K
Grants paid$19K
Running costs$3K
Owns and owes
$329K
net assets
Cash and savings$9K
Total assets$329K
Liabilities$0
2In more detail
Revenue in detail
Investment income$23K
Total revenue$23K
Assets in detailEnd of year
Cash and savings together$9K
Total assets$329K
Liabilities$0
Net assets$329K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS May 9, 2025 $39K$323K−$285K$0 990 PDF
FY2023Filed with the IRS May 7, 2024 $5K$18K−$13K$279K 990 PDF
FY2022Filed with the IRS May 15, 2023 −$7K$20K−$27K$292K 990 PDF
FY2021Filed with the IRS May 5, 2022 $16K$26K−$10K$319K 990 PDF
FY2020 ViewingFiled with the IRS May 19, 2021 $23K$22K$2K$329K 990 PDF

Schedules filed Part IV

G · Fundraising L · Interested persons R · Related orgs

Form 990 e-file FY2020 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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