The Oregon State Capitol

Form 990-PFTax year 2024EIN 93-1262189

Grace Epperson Testamentary Trust

A private foundation in Lake Oswego, OR. Its return for tax year 2024 lists 2 grants and $311,962 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $311,962

    Grants listed
    2
    Assets, end of year
    $0
  • Tax year 2023

    $16,062

    Grants listed
    2
    Assets, end of year
    $278,814
  • Tax year 2022

    $17,574

    Grants listed
    2
    Assets, end of year
    $292,130
  • Tax year 2021

    $19,596

    Grants listed
    2
    Assets, end of year
    $318,768
  • Tax year 2020

    $18,708

    Grants listed
    2
    Assets, end of year
    $328,524
  • Tax year 2019

    $28,430

    Grants listed
    2
    Assets, end of year
    $326,839
  • Tax year 2018

    $19,378

    Grants listed
    2
    Assets, end of year
    $344,928

Grants paid in 2024

2 grants, largest first

As listed on the return.

  1. Oregon Humane SocietyPortland, OR

    Care for animals

    $155,981
  2. St Mary's Cathedral SchoolPortland, OR

    Provide tuition

    $155,981

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Animals1 grant $155,981100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Oregon2 grants $311,962

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • John D MarickTRUSTEE Hours 1Pay $0
  • Tamara F MarickTRUSTEE Hours 1Pay $0
  • Monsignor Gerard O'ConnorTRUSTEE Hours 1Pay $0

The return

More foundations

Similar foundations

Same main cause (animals), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Humphreys Family Foundation of ScottsdaleWest Linn, OR 55 grants Preselected only $276,500 giving
  2. Franklin & Dorothy Piacentini Charitable TrustPortland, OR 36 grants Preselected only $270,000 giving
  3. The Eugene and Marlaina Johnston Charitable Foundation IncCoos Bay, OR 12 grants Accepts applications $244,200 giving
  4. Zeve Family FoundationAshland, OR 8 grants Accepts applications $205,297 giving
  5. Lululilly's Legacy FoundationRedmond, OR 26 grants Accepts applications $500,000 giving