Avery Family Trust
Avery Family Trust is a private foundation based in Tulsa, Oklahoma. Its 2024 filing reports $1,052,000 in grants to 19 organizations, most of them in Oklahoma.
Avery Family Trust at a glance
In short: Avery Family Trust gave $1.1M across 19 grants in 2024 (avg $55K), mostly in Oklahoma. 21% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,052,000
- +47.9% vs 2023
- Grants made (2024)
- 19
- +11.8% vs 2023
- Average grant
- $55,368
- +32.3% vs 2023
- Median grant
- $30,000
- Total assets
- $9,032,454
- +0.9% vs 2023
- New grantees (estimate)
- 21% first-time grantees (4 of 19, 2024; small sample)
- Primary geography
- Oklahoma (93% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Avery Family Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust states that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Its filing describes a letter of request with a description of the charitable purpose and tax-exempt certification as the required materials. Awards require a majority vote from trustees.
- Review Cycle
- None stated.
- Deadline
- None stated.
- Contact
Application contact: Stephanie Steelmon Trust Officer
Mailing address: 2200 S Utica Pl Ste 550, Tulsa, OK 74114
Phone: (918) 293-6862
Email: stephanie.steelmon@midfirst.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Avery Family Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Tulsa Opera ($275K). Together the top 10 received $859K.
Grant Size Distribution
66 grants across all recorded years
The most common grant size was under $50K: 52 grants of 66 (79%).
Geographic Focus
Where this funder awards grants
In 2024, 93% of grant dollars went to recipients in Oklahoma, 5% to New York, and 2% to California.
Grant Distribution by State
Share of 2024 grant dollars across all 19 itemized grants.
States
Cities
Is Avery Family Trust open to new grantees?
21%
first-time grantees, 2024
In 2024, 4 of 19 grantees (21%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $25K; repeat grants $64K. How we count
Medians: $23K first-time, $30K repeat.
- 79% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $560K (2020) to $1.1M (2024). In 2024 it made 19 grants totaling $1.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tulsa Opera Tulsa, OK | Performing Arts | $275,000 |
| Tulsa Symphony Orchestra Tulsa, OK | Performing Arts | $180,000 |
| The Simon Estes Foundation Tulsa, OK | Annual Fund | $150,000 |
| Philbrook Museum of Art Tulsa, OK | Annual Fund | $50,000 |
| The Metropolitan Opera New York, NY | Performing Arts | $50,000 |
| Oklahoma Intimidators Inc Muskogee, OK | Annual Fund | $33,000 |
| Rock Fire Department Skiatook, OK | Annual Fund | $31,000 |
| Animal Rescue Foundation Tulsa, OK | Animal Care | $30,000 |
| Meals on Wheels Tulsa, OK | Annual Fund | $30,000 |
| Tulsa SPCA Tulsa, OK | Animal Care | $30,000 |
Ready to take the next step with Avery Family Trust?
Financial History
Multi-year comparison from IRS filings
The trust reported 19 grants in 2024, 17 in 2023, and 15 in 2022.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $9,032,454 | $1,308,605 | $1,204,263 | $1,052,000 | 19 | $1,052,000 | $1,156,342 | $1,083,780 |
| 2023 | $8,950,926 | $8,624,582 | $879,202 | $711,297 | 17 | $711,297 | $556,892 | $871,205 |
| 2022 | $12,934,344 | $283,280 | $718,895 | $606,358 | 15 | $606,358 | $186,495 | $627,297 |
| 2020 | $5,743,567 | $371,196 | $867,197 | $560,000 | 15 | — | $63,999 | $520,643 |
Under IRS private-foundation payout rules, Avery Family Trust reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The available information does not state a mission for the trust. Its 2024 grants show support for a range of organizations. For example, Tulsa Opera says it furthers public appreciation of music, particularly opera, through productions and educational programs. Tulsa Symphony Orchestra says it entertains, educates, heals, and inspires through music. Philbrook Museum of Art says it works to build a creative and connected community through art and gardens.
Other 2024 recipients include organizations whose stated missions address local fire and medical protection, animal rescue and welfare, urban trees, and community engagement through film.
Grantmaking
In 2024, the trust awarded 19 grants totaling $1,052,000. Grant amounts ranged from $20,000 to $275,000, with a median grant of $30,000. Notable awards included $275,000 to Tulsa Opera for performing arts, $180,000 to Tulsa Symphony Orchestra for performing arts, $150,000 to The Simon Estes Foundation for its annual fund, and $50,000 each to Philbrook Museum of Art for its annual fund and The Metropolitan Opera for performing arts.
Other awards included $33,000 to Oklahoma Intimidators Inc for its annual fund; $31,000 to Rock Fire Department for its annual fund; $30,000 each to Animal Rescue Foundation for animal care, Meals on Wheels for its annual fund, and Tulsa SPCA for animal care; and $25,000 to Search Dog Foundation for animal care.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists MidFirst Bank as trustee.
Avery Family Trust's only listed officer is Midfirst Bank, Trustee on every filing since 2022 (uncompensated).
Officers on the 2024 filing
Midfirst Bank
Trustee
On filings since 2022
40 hrs/week
No compensation reported
Former officers (6)
- Former: Stephanie Steelmon (2021) — Trustee
- Former: Betty Melton (2020) — Trustee
- Former: Etta May Avery (2020) — Trustee
- Former: Henry G. Will (2020) — Trustee
- Former: Mickey G. Shackelford (2020) — Trustee
- Former: Nancy A. McGill (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "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 Avery Family Trust
How much does Avery Family Trust give each year?
Avery Family Trust gave $1.1M across 19 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $711K across 17 grants.
What is Avery Family Trust's typical grant size?
Avery Family Trust's median grant in 2024 was $30,000, and its average grant was $55,368, across 19 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Avery Family Trust that year got $25K on average.
Where does Avery Family Trust give grants?
Avery Family Trust gives mostly in Oklahoma: 93% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Tulsa, OK (13 grants) and Muskogee, OK (2 grants).
Does Avery Family Trust give general operating support?
Yes: 47% of Avery Family Trust's 2024 grants with a stated purpose (9 of 19) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Performing Arts" (6 grants) and "Animal Care" (4 grants).
Who are Avery Family Trust's largest grantees?
Avery Family Trust's largest 2024 grantees include Tulsa Opera ($275,000), Tulsa Symphony Orchestra ($180,000) and The Simon Estes Foundation ($150,000), according to its 2024 IRS Form 990-PF. Together they received 58% of its itemized 2024 grant dollars.
How large is Avery Family Trust?
Avery Family Trust reported $9.0M in total assets on its 2024 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $1.1M (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.
What does Avery Family Trust fund?
The available information does not state a mission for the trust. Its 2024 grants show support for a range of organizations. For example, Tulsa Opera says it furthers public appreciation of music, particularly opera, through productions and educational programs. See mission & focus areas ↑
How do I apply for a grant from Avery Family Trust?
The trust states that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Avery Family Trust's EIN?
Avery Family Trust's EIN (Employer Identification Number) is 73-6314003. IRS Form 990 filing data is available on this page for 2020–2024.
Does Avery Family Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Avery Family Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in Avery Family Trust's focus areas in our free grants database
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Funders that support many of the same organizations
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Flint Family Foundation
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The Gelvin Foundation
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George Kaiser Family Foundation
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George Kaiser Family Foundation funds early childhood development and education, family and community well-being, justice, affordable housing, and Tulsa neighborhood and civic initiatives, primarily in Tulsa and Oklahoma. Its 2024 grants ranged from $500 to $20.2 million, with a median of $50,000. It does not accept unsolicited proposals for its general work, though eligible nonprofits may apply through its Accelerator Grants initiative.
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Ralph and Frances McGill Foundation
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The Ralph and Frances McGill Foundation supports Oklahoma nonprofits across areas including health, human services, education, arts, and community programs. Its 2025 grants ranged from $1,000 to $50,000, with a median of $5,000. It accepts written requests describing a specific need, along with a current board list and proof of 501(c)(3) status; no deadline is stated.
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Mervin Bovaird Foundation
Tulsa, OK
The Mervin Bovaird Foundation supports a range of organizations, including universities, arts and cultural institutions, and nonprofits working in food assistance, literacy, conservation, housing, and services for homebound people. In 2024, grants ranged from $5,000 to $330,000, with a median of $10,000; 91% of grant dollars went to Oklahoma recipients. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$46.4M
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Total Given
$2.0M
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Cite this profile
Grantable. (2026). Avery Family Trust funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/avery-family-trust-morg_45e8c68c531449fa87043486c3b16614
BibTeX
@misc{grantable_736314003_2026,
author = {{Grantable}},
title = {{Avery Family Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/avery-family-trust-morg_45e8c68c531449fa87043486c3b16614},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Avery Family Trust'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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