The Joullian Foundation Inc

Foundation · Grantmaker Oklahoma City, OK EIN: 73-1463646

The Joullian Foundation Inc 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 $5.0M in total assets. In 2024, it awarded 20 grants totaling $369K. Net investment income was $353K.

Key facts about The Joullian Foundation Inc

EIN
73-1463646
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$369,000
Grants made (2024)
20
Average grant
$18,450
Median grant
$10,000
New grantees (estimate)
15% first-time grantees (3 of 20, 2024)
Total assets
$5,048,940
Primary geography
Oklahoma (60% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who The Joullian Foundation Inc funds

By grant dollars, the top recipient states for The Joullian Foundation Inc's 20 itemized 2024 grants were Oklahoma (60%), Texas (27%) and California (5%). The most frequent recipient cities were Oklahoma City, OK (9 grants) and Palm Desert, CA (2 grants). 100% of grants with a stated purpose were for general or operating support.

Is The Joullian Foundation Inc open to new grantees?

15%

first-time grantees, 2024

In 2024, 3 of 20 grantees (15%) were first-time recipients. First grants averaged $7K; repeat grants $21K. How we count

Medians: $5K first-time, $10K repeat.

  • 75% of 2024 grantees were also funded in 2023. Method
  • Giving grew 105% from 2021 to 2024. Method
  • In 2024 it paid out 130% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.0M

-1.9% YoY

Annual Giving

$369K

+13.7% YoY

Grant Count

20

-20.0% YoY

Avg Grant Size

$18K

+42.1% YoY

Under IRS private-foundation payout rules, The Joullian Foundation Inc reported a distributable amount of $356K for 2024 — the minimum it must pay out in qualifying distributions.

About The Joullian Foundation Inc

Based on IRS filings

The Joullian Foundation Inc 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 $5.0M in total assets. In 2024, it awarded 20 grants totaling $369K. Net investment income was $353K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of all 20 itemized 2024 grant dollars.

Cities

Oklahoma CityBostonRancho MirageRochesterWilliamsburgDurhamSan AntonioStillwaterEdmondFort WorthPalm DesertArdmoreArlingtonBethanyMooreNormanRockvilleTulsaWeatherford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$445K$889K$1M$2M20202021202220232024
Metric202420232022
Total Assets$5,048,940$5,147,505$5,037,725
Revenue$418,998$620,196$207,890
Expenses$533,902$511,958$537,772
Qualifying Distributions$461,229$415,346$310,465
Net Investment Income$353,406$508,787$10,509
Distributable Amount$355,948$287,278$320,636

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$92K$185K$277K$369K12 grants202017 grants202120 grants202225 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Casady School: $100KCasady School$100KTrinity University: $100KTrinity University$100KRegional Food Bank: $25KRegional Food Bank$25KOklahoma State University Foundation: $25KOklahoma State UniversityFoundation$25KThe Colonial Willamsburg Foundation: $10KThe Colonial WillamsburgFoundation$10KBoys & Girls of Oklahoma County: $10KBoys & Girls of OklahomaCounty$10KTrinity School: $10KTrinity School$10KOklahoma City National Memorial Museum: $10KOklahoma City NationalMemorial Museum$10KNichols Hills United Methodist Church: $10KNichols Hills United MethodistChurch$10KDuke University: $10KDuke University$10K

Grant Size Distribution

94 grants across all recorded years

85<$50K7$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Casady School ($100,000), Trinity University ($100,000), Regional Food Bank ($25,000).

RecipientPurposeAmount
CASADY SCHOOL Oklahoma City, OKGENERAL DONATION$100,000
TRINITY UNIVERSITY San Antonio, TXGENERAL DONATION$100,000
REGIONAL FOOD BANK Oklahoma City, OKGENERAL DONATION$25,000
OKLAHOMA STATE UNIVERSITY FOUNDATION Stillwater, OKGENERAL DONATION$25,000
THE COLONIAL WILLAMSBURG FOUNDATION Williamsburg, VAGENERAL DONATION$10,000
BOYS & GIRLS OF OKLAHOMA COUNTY Oklahoma City, OKGENERAL DONATION$10,000
TRINITY SCHOOL Oklahoma City, OKGENERAL DONATION$10,000
OKLAHOMA CITY NATIONAL MEMORIAL MUSEUM Oklahoma City, OKGENERAL DONATION$10,000
NICHOLS HILLS UNITED METHODIST CHURCH Oklahoma City, OKGENERAL DONATION$10,000
DUKE UNIVERSITY Durham, NCGENERAL DONATION$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Marion J Story — President: $96KMarion J StoryPresident$96KAlice B Meares — Assistant Sec/Treas.: $1KAlice B MearesAssistant Sec/Treas.$1K

From 2024 IRS filing

NameTitleHoursCompensation
Marion J StoryPresident10$95,833
E Carey Joullian IVVice President5—
Alice B MearesAssistant Sec/Treas.10$1,250

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Joullian Foundation Inc?

The Joullian Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Oklahoma City, OK. It holds $5.0M in total assets as of 2024.

How large is The Joullian Foundation Inc?

As of 2024, The Joullian Foundation Inc holds $5.0M in total assets with $419K in annual revenue. It awarded 20 grants totaling $369K in 2024.

Where does The Joullian Foundation Inc operate?

The Joullian Foundation Inc has awarded grants in California, Massachusetts, Maryland, Minnesota, North Carolina, Oklahoma, Texas, Virginia.

What size grants does The Joullian Foundation Inc award?

In 2024, The Joullian Foundation Inc awarded 20 grants totaling $369K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is The Joullian Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joullian Foundation Inc reported a distributable amount of $356K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Joullian Foundation Inc's EIN?

The Joullian Foundation Inc's EIN (Employer Identification Number) is 73-1463646. IRS Form 990 filing data is available on this page for 2020–2024.

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

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