Avery Family Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.0M in total assets. In 2024, it awarded 19 grants totaling $1.1M. Net investment income was $1.2M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.0M
+0.9% YoY
Annual Giving
$1.1M
+47.9% YoY
Grant Count
19
+11.8% YoY
Avg Grant Size
$55K
+32.3% YoY
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.
About Avery Family Trust
Based on IRS filings
Avery Family Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.0M in total assets. In 2024, it awarded 19 grants totaling $1.1M. Net investment income was $1.2M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,032,454 | $8,950,926 | $12,934,344 |
| Revenue | $1,308,605 | $8,624,582 | $283,280 |
| Expenses | $1,204,263 | $879,202 | $718,895 |
| Qualifying Distributions | $1,052,000 | $711,297 | $606,358 |
| Net Investment Income | $1,156,342 | $556,892 | $186,495 |
| Distributable Amount | $1,083,780 | $871,205 | $627,297 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
66 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Tulsa Opera ($275,000), Tulsa Symphony Orchestra ($180,000), The Simon Estes Foundation ($150,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANIMAL RESCUE FOUNDATION TULSA, OK | ANIMAL CARE | $30,000 |
| CHAMBER MUSIC TULSA TULSA, OK | PERFORMING ARTS | $20,000 |
| CIRCLE CINEMA FOUNDATION TULSA, OK | ANNUAL FUND | $20,000 |
| MEALS ON WHEELS TULSA, OK | ANNUAL FUND | $30,000 |
| OKLAHOMA GERMAN SHEPHERD RESCUE INC TULSA, OK | ANIMAL CARE | $20,000 |
| OKLAHOMA INTIMIDATORS INC MUSKOGEE, OK | ANNUAL FUND | $33,000 |
| OKLAHOMA PREMIER FASTPITCH CLUB MUSKOGEE, OK | ANNUAL FUND | $26,000 |
| OSAGE COUNTY HISTORICAL SOCIETY PAWHUSKA, OK | ANNUAL FUND | $20,000 |
| PHILBROOK MUSEUM OF ART TULSA, OK | ANNUAL FUND | $50,000 |
| ROCK FIRE DEPARTMENT SKIATOOK, OK | ANNUAL FUND | $31,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MIDFIRST BANK | TRUSTEE | 40 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Avery Family Trust?
Avery Family Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. It holds $9.0M in total assets as of 2024.
How large is Avery Family Trust?
As of 2024, Avery Family Trust holds $9.0M in total assets with $1.3M in annual revenue. It awarded 19 grants totaling $1.1M in 2024.
Where does Avery Family Trust operate?
Avery Family Trust has awarded grants in California, New York, Oklahoma.
What size grants does Avery Family Trust award?
In 2024, Avery Family Trust awarded 19 grants totaling $1.1M — an average of about $55K per grant, based on its IRS Form 990 filings.
How much is Avery Family Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Avery Family Trust reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Avery Family Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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