Joe & Jean Holliman Family Foundation

TULSA, OK EIN: 73-6092860

Joe & Jean Holliman Family Foundation is a private foundation, based in TULSA, OK. IRS filing data is available from 2020 through 2023. In 2023, it awarded 5 grants totaling $2.3M.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$2.3M

+46334.2% YoY

Grant Count

+400.0% YoY

Avg Grant Size

$464K

+9186.8% YoY

Under IRS private-foundation payout rules, Joe & Jean Holliman Family Foundation reported a distributable amount of $64K for 2023 — the minimum it must pay out in qualifying distributions.

About Joe & Jean Holliman Family Foundation

Based on IRS filings

Joe & Jean Holliman Family Foundation is a private foundation, based in TULSA, OK. IRS filing data is available from 2020 through 2023. In 2023, it awarded 5 grants totaling $2.3M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oklahoma $1.5M (57%)

Texas $1.1M (43%)

States

Oklahoma Texas

Cities

AustinTulsa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	—	$2,328,049	$2,333,125
Revenue	$2,086	$1,660	$247
Expenses	$2,330,135	$6,736	$87,250
Qualifying Distributions	$2,321,710	$5,000	$85,000
Net Investment Income	—	—	—
Distributable Amount	$63,959	$114,799	$118,646

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2023

Grant Size Distribution

9 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Matt and Lesley Becker Foundation ($1,125,855), Joe and Jennifer Potts Family Foundation ($1,125,855), Tulsa Ballet ($50,000).

Recipient	Purpose	Amount
TULSA BALLET TULSA, OK	GENERAL FUND	$50,000
MATT AND LESLEY BECKER FOUNDATION AUSTIN, TX	GENERAL FUND	$1,125,855
JOE AND JENNIFER POTTS FAMILY FOUNDATION TULSA, OK	GENERAL FUND	$1,125,855
HOSPITALITY HOUSE OF TULSA TULSA, OK	GENERAL FUND	$15,000
HOLLAND HALL TULSA, OK	GENERAL FUND	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
JOANNA H POTTS	DIRECTOR	—	—
JOSEPH B POTTS	PRESIDENT	—	—

Frequently Asked Questions

Where does Joe & Jean Holliman Family Foundation operate?

Joe & Jean Holliman Family Foundation has awarded grants in Oklahoma, Texas.

What size grants does Joe & Jean Holliman Family Foundation award?

In 2023, Joe & Jean Holliman Family Foundation awarded 5 grants totaling $2.3M — an average of about $464K per grant, based on its IRS Form 990 filings.

How much is Joe & Jean Holliman Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Joe & Jean Holliman Family Foundation reported a distributable amount of $64K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joe & Jean Holliman Family Foundation's EIN?

Joe & Jean Holliman Family Foundation's EIN (Employer Identification Number) is 73-6092860. IRS Form 990 filing data is available on this page for 2020–2023.