Joe & Sue Esco Charitable Trust

OKLAHOMA CITY, OK EIN: 27-6688776

Joe & Sue Esco Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OKLAHOMA CITY, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $717K in total assets. In 2024, it awarded 4 grants totaling $32K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$717K

+7.6% YoY

Annual Giving

$32K

+18.5% YoY

Grant Count

4

-20.0% YoY

Avg Grant Size

$8K

+48.1% YoY

Under IRS private-foundation payout rules, Joe & Sue Esco Charitable Trust reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.

About Joe & Sue Esco Charitable Trust

Based on IRS filings

Joe & Sue Esco Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OKLAHOMA CITY, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $717K in total assets. In 2024, it awarded 4 grants totaling $32K. Net investment income was $17K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BethanyEdmondMerrifeildMerrifieldOklahoma CityTulsa

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$22K$44K$66K$88K20202021202220232024
Metric202420232022
Total Assets$717,098$666,365$661,931
Revenue$28,555$5,166$5,397
Expenses$40,794$35,263$29,236
Qualifying Distributions$37,103$31,730$23,479
Net Investment Income$16,818$17,823$16,459
Distributable Amount$33,834$32,461$34,430

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$16K$24K$32K12 grants202013 grants202112 grants20225 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

WINGS SPECIAL NEEDS COMM…$20KCROSSINGS COMMUNITY CHURCH$10KPRISON FELLOWSHIP MINIST…$1KRISE PROGRAM INC$1K

Grant Size Distribution

46 grants across all recorded years

46<$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 Wings Special Needs Community ($20,000), Crossings Community Church ($10,000), Prison Fellowship Ministries ($1,000).

RecipientPurposeAmount
PRISON FELLOWSHIP MINISTRIES MERRIFEILD, VATO SUPPORT CHARITABLE PURPOSE$1,000
RISE PROGRAM INC OKLAHOMA CITY, OKTO SUPPORT CHARITABLE PURPOSE$1,000
WINGS SPECIAL NEEDS COMMUNITY EDMOND, OKTO SUPPORT CHARITABLE PURPOSE$20,000
CROSSINGS COMMUNITY CHURCH OKLAHOMA CITY, OKTO SUPPORT CHARITABLE PURPOSE$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
STEVEN J ESCOTRUSTEE
SUSAN L ESCOTRUSTEE
KYLIE ESCOTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Joe & Sue Esco Charitable Trust?

Joe & Sue Esco Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OKLAHOMA CITY, OK. It holds $717K in total assets as of 2024.

How large is Joe & Sue Esco Charitable Trust?

As of 2024, Joe & Sue Esco Charitable Trust holds $717K in total assets with $29K in annual revenue. It awarded 4 grants totaling $32K in 2024.

Where does Joe & Sue Esco Charitable Trust operate?

Joe & Sue Esco Charitable Trust has awarded grants in Oklahoma, Virginia.

What size grants does Joe & Sue Esco Charitable Trust award?

In 2024, Joe & Sue Esco Charitable Trust awarded 4 grants totaling $32K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Joe & Sue Esco Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joe & Sue Esco Charitable Trust reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joe & Sue Esco Charitable Trust's EIN?

Joe & Sue Esco Charitable Trust's EIN (Employer Identification Number) is 27-6688776. 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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