Avery Family Trust
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.
Key facts about Avery Family Trust
- EIN
- 73-6314003
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,052,000
- Grants made (2024)
- 19
- Average grant
- $55,368
- Median grant
- $30,000
- New grantees (estimate)
- 21% first-time grantees (4 of 19, 2024)
- Total assets
- $9,032,454
- Primary geography
- Oklahoma (93% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Avery Family Trust funds
By grant dollars, the top recipient states for Avery Family Trust's 19 itemized 2024 grants were Oklahoma (93%). The most frequent recipient cities were Tulsa, OK (13 grants) and Muskogee, OK (2 grants). 47% of grants with a stated purpose were for general or operating support. Recurring purposes include "Performing Arts" (6 grants) and "Animal Care" (4 grants).
Is Avery Family Trust open to new grantees?
21%
first-time grantees, 2024
In 2024, 4 of 19 grantees (21%) were first-time recipients. 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 IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Avery Family Trust
- How to evaluate Avery Family Trust as a funder
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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
Share of all 19 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Tulsa Opera ($275,000), Tulsa Symphony Orchestra ($180,000), The Simon Estes Foundation ($150,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.