Broken Arrow Historical Society Foundati

Private foundation · Grantmaker 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 2025. As of 2025, the organization holds $319K in total assets. In 2025, it awarded 4 grants totaling $32K.

Key facts about Broken Arrow Historical Society Foundati

In short: Broken Arrow Historical Society Foundati gave $32K across 4 grants in 2025 (avg $8K), mostly in Oklahoma. Source: 2025 IRS Form 990-PF.

EIN
73-1435883
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$31,500
Grants made (2025)
4
Average grant
$7,875
Median grant
$7,250
Total assets
$318,557
Primary geography
Oklahoma (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$319K

-4.1% YoY

Annual Giving

$32K

+42.8% YoY

Grant Count

4

-20.0% YoY

Avg Grant Size

$8K

+78.5% YoY

Under IRS private-foundation payout rules, Broken Arrow Historical Society Foundati reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.

How Broken Arrow Historical Society Foundati gives

  • Giving grew 317% from 2022 to 2025. Method
  • In 2025 it paid out 174% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 4 itemized grants.

States

Cities

Broken Arrow

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K0 grants2020 1 grant2021 2 grants2022 1 grant2023 5 grants2024 4 grants2025

From 2021 to 2025, annual grant giving ranged from $1K (2021) to $32K (2025). In 2025 it made 4 grants totaling $32K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

BA Community Foundation: $15KBA Community Foundation$15KBroken Arrow Historical Society: $13KBroken Arrow HistoricalSociety$13KMercy Dearhamer: $2KMercy Dearhamer$2KReagan McDonald: $2KReagan McDonald$2K

The largest 2025 recipient was BA Community Foundation ($15K). Together the top 4 received $32K.

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 13 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
BA Community Foundation Broken Arrow, OKSupport the Mission - Endowment$15,000
Broken Arrow Historical Society Broken Arrow, OKSupport Historical mission in preserving and sharing Broken Arrow History$12,500
Mercy Dearhamer Broken Arrow, OKStudent Scholarship$2,000
Reagan McDonald Broken Arrow, OKStudent Scholarship$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$318,557$332,037$357,667
Revenue$-9,291$10,512$16,382
Expenses$33,175$27,175$6,492
Qualifying Distributions$31,500$22,733$6,373
Net Investment Income—$7,289$14,291
Distributable Amount$18,090$18,569$16,747

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Broken Arrow Historical Society Foundati is led by Doris J. Watson, President since 2022 (on filings since 2020); none of the 8 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Doris J. Watson

    President

    Director → Vice President, 2021

    Vice President → President, 2022

    On filings since 2020

    No compensation reported

  • Ed Carlton

    Director

    Treasurer → Director, 2022

    On filings since 2020

    No compensation reported

  • Richard Polk

    Director

    President → Director, 2021

    On filings since 2020

    No compensation reported

  • Kay Petrik Dirickson

    Director

    Secretary → Director, 2025

    On filings since 2021

    No compensation reported

  • Ina Dilldine

    Director

    On filings since 2022

    No compensation reported

  • Donna Baldwin

    Vice President

    Director → Vice President, 2022

    On filings since 2020

    No compensation reported

  • Timothy Baldwin

    Treasurer

    On filings since 2022

    No compensation reported

  • Julie Brown

    Secretary

    New on the 2025 filing

    No compensation reported

Former officers (4)
  • Former: Clarence Oliver (2020–2024) — Director
  • Former: Roy Wood (2020–2024) — Director
  • Former: Tim Baldwin (2020–2021) — President
  • Former: Jo Ellen Clow (2020) — Director

Data from IRS Form 990 filings, 2020–2025. "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 Broken Arrow Historical Society Foundati

How much does Broken Arrow Historical Society Foundati give each year?

Broken Arrow Historical Society Foundati gave $32K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 5 grants.

What is Broken Arrow Historical Society Foundati's typical grant size?

Broken Arrow Historical Society Foundati's median grant in 2025 was $7,250, and its average grant was $7,875, across 4 grants on its 2025 IRS Form 990-PF.

Where does Broken Arrow Historical Society Foundati give grants?

Broken Arrow Historical Society Foundati gives mostly in Oklahoma: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Broken Arrow, OK (4 grants).

Does Broken Arrow Historical Society Foundati give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Broken Arrow Historical Society Foundati's 2025 IRS Form 990-PF were described as general or operating support.

How large is Broken Arrow Historical Society Foundati?

Broken Arrow Historical Society Foundati reported $319K in total assets on its 2025 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets).

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 $319K in total assets as of 2025.

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 2020–2025.

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

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