Grace Epperson Testamentary Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Grace Epperson Testamentary Trust. Data shown is extracted from Form 990-PF filings.
EIN: 93-1262189
Foundation Overview
Based in Lake Oswego, OR, Grace Epperson Testamentary Trust has awarded 18 grants totaling $166,110 to organizations in Oregon. Individual grants range from $8,031 to $9,953, with a median award of $9,354.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
100% of all grants are concentrated in Oregon, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Oregon, funding concentrates in Portland (100%).
Funding Trajectory
Declining funding trend with 19% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Grace Epperson Testamentary Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Oregon Humane Society | $8,031 | Portland, OR, US | Care For Animals | 2023 |
| St Mary's Cathedral School | $8,031 | Portland, OR, US | Provide Tuition | 2023 |
| Oregon Humane Society | $8,787 | Portland, OR, US | Care For Animals | 2022 |
| St Mary's Cathedral School | $8,787 | Portland, OR, US | Provide Tuition | 2022 |
| Oregon Humane Society | $8,787 | Portland, OR, US | Care For Animals | 2022 |
| St Mary's Cathedral School | $8,787 | Portland, OR, US | Provide Tuition | 2022 |
| Oregon Humane Society | $8,787 | Portland, OR, US | Care For Animals | 2022 |
| St Mary's Cathedral School | $8,787 | Portland, OR, US | Provide Tuition | 2022 |
| Oregon Humane Society | $9,798 | Portland, OR, US | Care For Animals | 2021 |
| St Mary's Cathedral School | $9,798 | Portland, OR, US | Provide Tuition | 2021 |
| Oregon Humane Society | $9,354 | Portland, OR, US | Care For Animals | 2020 |
| St Mary's Cathedral School | $9,354 | Portland, OR, US | Provide Tuition | 2020 |
| Oregon Humane Society | $9,689 | Portland, OR, US | Care For Animals | 2018 |
| St Mary's Cathedral School | $9,689 | Portland, OR, US | Provide Tuition | 2018 |
| Oregon Humane Society | $9,953 | Portland, OR, US | Care For Animals | 2017 |
| St Mary's Cathedral School | $9,953 | Portland, OR, US | Provide Tuition | 2017 |
| Oregon Humane Society | $9,869 | Portland, OR, US | Care For Animals | 2016 |
| St Mary's Cathedral School | $9,869 | Portland, OR, US | Provide Tuition | 2016 |
Foundations Similar to Grace Epperson Testamentary Trust
Discover 5 foundations with comparable assets ($312,893-$350,265), similar grant patterns, and geographic focus in OR that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Claire L Rolfs Foundation Inc
EIN: 85-3289966 | 13 grants awarded |
$325,677
(≈ Similar) |
$5,000
median grant |
Portland, OR
Same state |
|
|
The University Piano Foundation
EIN: 81-0880525 | 16 grants awarded |
$345,144
(≈ Similar) |
$5,000
median grant |
Ashland, OR
Same state |
|
|
Erickson Family Foundation
EIN: 93-1230250 | 25 grants awarded |
$346,712
(≈ Similar) |
$7,000
median grant |
Beaverton, OR
Same state |
|
|
The Pauline Preserve Inc
EIN: 31-1578343 | 11 grants awarded |
$312,893
(≈ Similar) |
$7,000
median grant |
Mcminnville, OR
Same state |
|
|
Sealy Smith Charitable Foundation
EIN: 26-1591565 | 23 grants awarded |
$350,265
(≈ Similar) |
$10,000
median grant |
Portland, OR
Same state |
|
Related Foundation Resources in OR:
Contact Information
Official contact details for Grace Epperson Testamentary Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 93-1262189 |
| Website | N/A |
| Address | 16730 ALDER CIR Lake Oswego, OR 97034-5602 |
Key People (3)
Board members, trustees, and key staff who oversee Grace Epperson Testamentary Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | John D Marick |
|---|---|
| Trustee | Tamara F Marick |
| Trustee | Monsignor Gerard O'connor |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Grace Epperson Testamentary Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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