Broken Arrow Historical Society Foundati

BROKEN ARROW, OK EIN: 73-1435883

Broken Arrow Historical Society Foundati is a private foundation focused on Arts, Culture & Humanities, based in BROKEN ARROW, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $332K in total assets. In 2024, it awarded 5 grants totaling $22K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$332K

-7.2% YoY

Annual Giving

$22K

+1197.6% YoY

Grant Count

5

+400.0% YoY

Avg Grant Size

$4K

+159.5% YoY

Under IRS private-foundation payout rules, Broken Arrow Historical Society Foundati reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.

About Broken Arrow Historical Society Foundati

Based on IRS filings

Broken Arrow Historical Society Foundati is a private foundation focused on Arts, Culture & Humanities, based in BROKEN ARROW, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $332K in total assets. In 2024, it awarded 5 grants totaling $22K. Net investment income was $7K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Broken Arrow

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$15K$22K$30K20202021202220232024
Metric202420232022
Total Assets$332,037$357,667$353,810
Revenue$10,512$16,382$9,779
Expenses$27,175$6,492$14,717
Qualifying Distributions$22,733$6,373$20,763
Net Investment Income$7,289$14,291$7,286
Distributable Amount$18,569$16,747$17,016

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$11K$17K$22K0 grants20201 grants20212 grants20221 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Broken Arrow Historical …$18KAubyn Sagely$1KMadelin Pettus$1KAvery Jones$1KJordyn Davis$1K

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Broken Arrow Historical Society ($18,060), Aubyn Sagely ($1,000), Madelin Pettus ($1,000).

RecipientPurposeAmount
Broken Arrow Historical Society Broken Arrow, OKSupport Historical mission in preserving and sharing Broken Arrow History$18,060
Aubyn Sagely Broken Arrow, OKStudent Scholarship$1,000
Madelin Pettus Broken Arrow, OKStudent Scholarship$1,000
Avery Jones Broken Arrow, OKStudent Scholarship$1,000
Jordyn Davis Broken Arrow, OKStudent Scholarship$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Doris WatsonPresident
Donna BaldwinVice President
Timothy BaldwinTreasurer
Kay DiricksonSecretary
Ina DilldineDirector
Dr Roy WoodDirector
Ed CarltonDirector
Dr Clarence OliverDirector
Dr Richard PolkDirector

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Broken Arrow Historical Society Foundati?

Broken Arrow Historical Society Foundati is a private foundation focused on Arts, Culture & Humanities, based in BROKEN ARROW, OK. It holds $332K in total assets as of 2024.

How large is Broken Arrow Historical Society Foundati?

As of 2024, Broken Arrow Historical Society Foundati holds $332K in total assets with $11K in annual revenue. It awarded 5 grants totaling $22K in 2024.

Where does Broken Arrow Historical Society Foundati operate?

Broken Arrow Historical Society Foundati has awarded grants in Oklahoma.

What size grants does Broken Arrow Historical Society Foundati award?

In 2024, Broken Arrow Historical Society Foundati awarded 5 grants totaling $22K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Broken Arrow Historical Society Foundati required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Broken Arrow Historical Society Foundati reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Broken Arrow Historical Society Foundati's EIN?

Broken Arrow Historical Society Foundati's EIN (Employer Identification Number) is 73-1435883. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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