The Ae and Juanita Richardson Charitable

NOWATA, OK EIN: 91-1914497

The Ae and Juanita Richardson Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NOWATA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.0M in total assets. In 2024, it awarded 19 grants totaling $214K. Net investment income was $306K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.0M

+2.8% YoY

Annual Giving

$214K

-18.8% YoY

Grant Count

19

-24.0% YoY

Avg Grant Size

$11K

+6.8% YoY

Under IRS private-foundation payout rules, The Ae and Juanita Richardson Charitable reported a distributable amount of $192K for 2024 — the minimum it must pay out in qualifying distributions.

About The Ae and Juanita Richardson Charitable

Based on IRS filings

The Ae and Juanita Richardson Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NOWATA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.0M in total assets. In 2024, it awarded 19 grants totaling $214K. Net investment income was $306K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BartlesvilleClaremoreCoffeyvilleDeweyJoplinKansasLenapahNowataOwassoSouth CoffeyvilleStillwater

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$194K$388K$583K$777K20202021202220232024
Metric202420232022
Total Assets$4,033,193$3,923,653$4,302,607
Revenue$351,112$-55,725$597,014
Expenses$266,741$320,248$348,170
Qualifying Distributions$221,954$272,048$299,321
Net Investment Income$306,325$96,630$548,165
Distributable Amount$191,679$201,229$244,981

Giving Over Time

Total grant dollars and number of grants per year

$0$73K$146K$219K$292K23 grants202020 grants202121 grants202225 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

THE JOURNEY HOME$27KNOWATA COMMUNITY FOUNDAT…$25KOZARK CHRISTIAN COLLEGE$25KOKLAHOMA UNION EDUCATION…$25KOKLAHOMA UNION SCHOOL$20KNOWATA COUNTY$20KCITY CHURCH$13KNOWATA PUBLIC SCHOOLS$11KHILLSIDE CHRISTIAN CHURCH$10KK LIFE OF BARTLESVILLE INC$10K

Grant Size Distribution

108 grants across all recorded years

104<$50K4$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 The Journey Home ($27,000), Nowata Community Foundation ($25,000), Ozark Christian College ($25,000).

RecipientPurposeAmount
BARTLESVILLE COMMUNITY FOUNDATION BARTLESVILLE, OKCAROLYN CONE SCHOLARSHIP FUND$5,000
BARTLESVILLE PUBLIC SCHOOL FOUNDATION BARTLESVILLE, OKGENERAL SUPPORT$3,000
CITY CHURCH BARTLESVILLE, OKPAWHUSKA BUILDING RENOVATION$12,500
CITY OF NOWATA NOWATA, OKFIREWORKS$500
COFFEYVILLE AREA COMMUNITY FOUNDATION COFFEYVILLE, KSGENERAL SUPPORT$1,000
CORNERSTONE COMMUNITY CHURCH NOWATA, OKGENERAL SUPPORT$9,000
ELDER CARE BARTLESVILLE, OKGENERAL PURPOSE$3,000
HILLSIDE CHRISTIAN CHURCH NOWATA, OKGOOD SAMARITAN FUND AND CRISIS CENTER$10,000
K LIFE OF BARTLESVILLE INC BARTLESVILLE, OKGENERAL SUPPORT$10,000
LENAPAH FIRE DEPARTMENT LENAPAH, OKGENERAL FUND$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

PHYLLIS WILLISTRUSTEE$2KSANDRA MOORETRUSTEE$2KCOLLEEN A PARKTRUSTEE$2KTODD CONETRUSTEE$2KJOHN RINERTRUSTEE$2K

From 2024 filing

NameTitleHoursCompensation
PHYLLIS WILLISTRUSTEE2$2,400
SANDRA MOORETRUSTEE2$2,400
COLLEEN A PARKTRUSTEE2$2,400
TODD CONETRUSTEE2$2,400
JOHN RINERTRUSTEE2$2,400

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Ae and Juanita Richardson Charitable?

The Ae and Juanita Richardson Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NOWATA, OK. It holds $4.0M in total assets as of 2024.

How large is The Ae and Juanita Richardson Charitable?

As of 2024, The Ae and Juanita Richardson Charitable holds $4.0M in total assets with $351K in annual revenue. It awarded 19 grants totaling $214K in 2024.

Where does The Ae and Juanita Richardson Charitable operate?

The Ae and Juanita Richardson Charitable has awarded grants in Kansas, Missouri, Oklahoma.

What size grants does The Ae and Juanita Richardson Charitable award?

In 2024, The Ae and Juanita Richardson Charitable awarded 19 grants totaling $214K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is The Ae and Juanita Richardson Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Ae and Juanita Richardson Charitable reported a distributable amount of $192K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Ae and Juanita Richardson Charitable's EIN?

The Ae and Juanita Richardson Charitable's EIN (Employer Identification Number) is 91-1914497. 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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