Grace Epperson Testamentary Charitable Trust 03-13-96
- Assets
- $292.1k
- Revenue
- -$7.0k
- Investments
- $281.3k
- Employees
- 0
- Location
- Lake Oswego, OR
- Founding
- 05/2000
- Data as of
- 12/2022
- EIN
- 93-1262189
Organization Overview
Grace Epperson Testamentary Charitable Trust 03-13-96 is located in Lake Oswego, OR. The organization was established in 2000. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Grace Epperson Testamentary Charitable Trust 03-13-96 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2015, Grace Epperson Testamentary Charitable Trust 03-13-96 has awarded 16 individual grants totaling $156,082. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John D Marick Trustee | 1 | $0 | |
Tamara F Marick Trustee | 1 | $0 | |
Monsignor Gerard O'connor Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $6,570 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$13,549 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | -$6,979 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $161 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $16 |
| Total operating and administrative expenses | $2,085 |
| Contributions, gifts, grants paid | $17,574 |
| Total expenses and disbursements | $19,659 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,733 |
| Savings and temporary cash investments | $6,079 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $292,130 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Grace Epperson Testamentary Charitable Trust 03-13-96 has awarded $17,574 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
OREGON HUMANE SOCIETY PURPOSE: CARE FOR ANIMALS | $8,787 |
ST MARY'S CATHEDRAL SCHOOL PURPOSE: PROVIDE TUITION | $8,787 |