Tulsa Ballet Theatre Trust Fund
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Tulsa Ballet Theatre Trust Fund at a glance
In short: Tulsa Ballet Theatre Trust Fund gave $492K across 1 grant in 2025 (avg $492K), mostly in Oklahoma. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $491,801
- Grants made (2025)
- 1
- Average grant
- $491,801
- Median grant
- $491,801
- Total assets
- $11,056,749
- +2.6% vs 2024
- Primary geography
- Oklahoma (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Tulsa Ballet Theatre Trust Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Tulsa Ballet Theatre Inc ($492K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $250–500K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 1 grant totaling $492K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tulsa Ballet Theatre Inc Tulsa, OK | — | $491,801 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $11,056,749 | $688,813 | $567,742 | $491,801 | 1 | $688,813 |
| 2024 | $10,772,990 | $347,279 | $63,002 | — | — | $347,279 |
| 2023 | $9,832,219 | $546,915 | $66,698 | — | — | $546,915 |
| 2022 | $10,355,329 | $605,683 | $63,480 | — | — | $605,683 |
| 2021 | $11,363,833 | $576,590 | $65,349 | — | — | $576,590 |
| 2020 | $9,459,756 | $447,600 | $58,817 | — | — | $447,600 |
About Tulsa Ballet Theatre Trust Fund
Based on IRS filings
Tulsa Ballet Theatre Trust Fund is a public charity focused on Arts, Culture & Humanities, based in St Petersburg, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $11.1M in total assets. In 2025, it awarded 1 grant totaling $492K. Net investment income was $689K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Tulsa Ballet Theatre Trust Fund is led by Marcello Angelini, CEO on every filing since 2020; 1 of 54 officers listed in 2025 is compensated.
Officers on the 2025 filing
Marcello Angelini
CEO
On filings since 2020
No compensation reported
Linda Strong
Strategic Chair
Elect Director → Str & Plan Chair, 2021
Str & Plan Chair → Strategic Chair, 2022
On filings since 2020
No compensation reported
Robyn Devore
Board Chair
Treasurer → Executive Vice Chair, 2021
Executive Vice Chair → Board Chair, 2022
On filings since 2020
No compensation reported
Hiillary Penrod
Audit Chair
Elect Director → Audit Chair, 2022
On filings since 2021
No compensation reported
Deborah Lin
Chair Appointee
On filings since 2022
No compensation reported
Justin Carpenter
Chair Appointee
On filings since 2022
No compensation reported
Kitty Frame
Chair Appointee
On filings since 2022
No compensation reported
Stephanie Regan
Chair Appointee
On filings since 2022
No compensation reported
William Black
Managing Director
On filings since 2020
No compensation reported
Raymond James Trust N A
Trustee
On filings since 2023
$64K (2023) → $69K (2025)
Andrew Malati
Director
Chair Appointee → Elect Director, 2021
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Cassie Reese Tipton
Director
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Crystal Stovall
Director
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Dave Sopark
Director
Elect Director → Director, 2022
On filings since 2020
No compensation reported
David Kariman
Director
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Julie Smith
Director
Secretary → Director, 2021
On filings since 2020
No compensation reported
Laura Hulse
Director
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Lisa Owens
Director
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Matt Farris
Director
Chair Appointee → Elect Director, 2021
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Melanie Tate
Director
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Nicole Hopkins
Director
Chair Appointee → Elect Director, 2021
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Nicole Morgan
Director
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Porscha Radcliffe
Director
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Romel Chatterjee
Director
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Sandy Stava
Director
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Sheri Stinson
Director
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Stephanie Forrest
Director
Elect Director → Director, 2022
On filings since 2020
No compensation reported
Annie Chang
Director
Chair Appointee → Director, 2022
On filings since 2021
No compensation reported
Ciore Taylor
Director
Chair Appointee → Director, 2022
On filings since 2021
No compensation reported
Jennifer Conway
Director
Chair Appointee → Director, 2022
On filings since 2021
No compensation reported
Ann Graves
Hon. Director
On filings since 2022
No compensation reported
Ashlee Hall
Director
On filings since 2022
No compensation reported
Cate Hildebrand
Director
On filings since 2022
No compensation reported
Danielle Minnick
Director
On filings since 2022
No compensation reported
Elizabeth Abbate Warren
Director
On filings since 2022
No compensation reported
Jackie Kouri
Hon. Director
On filings since 2022
No compensation reported
Kenneth Skillman
Director
On filings since 2022
No compensation reported
Megan Beck
Director
On filings since 2022
No compensation reported
Richelle Voth
Director
On filings since 2022
No compensation reported
Stacey Jenkins
Director
New on the 2025 filing
No compensation reported
Betty Pirnat
Chair Emeritus
On filings since 2020
No compensation reported
Billie Barnett
Chair Emeritus
On filings since 2020
No compensation reported
Cheryl Forrest
Chair Emeritus
On filings since 2020
No compensation reported
Diana Wolff
Secretary
Elect Director → Secretary, 2022
On filings since 2020
No compensation reported
Frauke Peterson
Treasurer
Elect Director → Treasurer, 2021
On filings since 2020
No compensation reported
Georgia Snoke
Chair Emeritus
On filings since 2020
No compensation reported
Hannah Robson
Chair Emeritus
On filings since 2020
No compensation reported
Janet Selser
Chair Emeritus
Past Chair → Chair Emeritus, 2022
On filings since 2020
No compensation reported
Leanne Helmerich
Chair Emeritus
On filings since 2020
No compensation reported
Mary Barnes
Chair Emeritus
On filings since 2020
No compensation reported
Mollie Williford
Chair Emeritus
On filings since 2020
No compensation reported
Ramez Hakim
Chair Emeritus
On filings since 2020
No compensation reported
Skip Teel
Chair Emeritus
Parliamentarian → Chair Emeritus, 2021
On filings since 2020
No compensation reported
Susie Wellendorf
Past Chair
Board Chair → Past Chair, 2022
On filings since 2020
No compensation reported
Former officers (27)
- Former: Raymond James Trust NA (2020–2022) — Trustee
- Former: Abby Kurin (2020–2021) — Elect Director
- Former: Bailey Austin Bird (2020–2021) — Elect Director
- Former: Betsy Hendershot (2020–2021) — Director
- Former: Bill Schonacher (2020–2021) — Chair Emeritus
- Former: Jeannine Irwin (2020–2021) — Elect Director
- Former: Jeff Hartman (2020–2021) — Elect Director
- Former: Kayla Vaughn (2020–2021) — Chair Emeritus
- Former: Ken Skillman (2020–2021) — Secretary
- Former: Kirby Lehman (2020–2021) — Elect Director
- Former: Lou Ann Gibson (2020–2021) — Audit Chair
- Former: Ryan McDaniel (2020–2021) — Director
- Former: Shannon Richards (2020–2021) — Elect Director
- Former: Soohyun Jin (2020–2021) — Elect Director
- Former: Susan Lindberg (2020–2021) — Chair Appointee
- Former: Susan Thomas (2020–2021) — Elect Director
- Former: Walter Whaling (2020–2021) — Elect Director
- Former: Andy Kinslow (2021) — Director
- Former: Kathleen Pence (2021) — Director
- Former: Brian McKinney (2020) — Elect Director
- Former: Byron Bighorse (2020) — Elect Director
- Former: Charlotte Edmundson (2020) — Elect Director
- Former: Jennifer Anthony (2020) — Elect Director
- Former: Leigh Reaves (2020) — Elect Director
- Former: Nixa Blevins (2020) — Chair Appointee
- Former: Paul Johnson (2020) — Elect Director
- Former: Suzanne Kneale (2020) — Elect 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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $69K, to Raymond James Trust N a (Trustee).
Frequently asked questions about Tulsa Ballet Theatre Trust Fund
How much does Tulsa Ballet Theatre Trust Fund give each year?
Tulsa Ballet Theatre Trust Fund gave $492K across 1 grant in 2025, according to its 2025 IRS Form 990.
How large is Tulsa Ballet Theatre Trust Fund?
Tulsa Ballet Theatre Trust Fund reported $11.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $689K.
What is Tulsa Ballet Theatre Trust Fund?
Tulsa Ballet Theatre Trust Fund is a public charity focused on Arts, Culture & Humanities, based in St Petersburg, FL. It holds $11.1M in total assets as of 2025.
Where does Tulsa Ballet Theatre Trust Fund operate?
Tulsa Ballet Theatre Trust Fund has awarded grants in Oklahoma.
What is Tulsa Ballet Theatre Trust Fund's EIN?
Tulsa Ballet Theatre Trust Fund's EIN (Employer Identification Number) is 73-1165420. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2025 (received by the IRS October 13, 2025)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Tulsa Ballet Theatre Trust Fund funds
Arts, Culture & Humanities Open opportunities, soonest deadline first.
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Browse active grant opportunities in Tulsa Ballet Theatre Trust Fund's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Tulsa Economic Development Corporation
Tulsa, OK
TEDC primarily provides loans, business education, and support to small businesses and entrepreneurs, with particular attention to job creation, targeted areas, and barriers to financing; it is not described as a regular grantmaker. Loan amounts vary, and no typical grant level is stated; its lending serves Tulsa and, through a separate program, businesses statewide in Oklahoma. TEDC’s materials describe applications for loans, not unsolicited grant requests.
Assets
$54.9M
Grants
1
Total Given
$2.2M
The Oxley Foundation
Tulsa, OK
The Oxley Foundation’s 2025 giving supported a Tulsa program helping pet owners facing homelessness, mental illness, or addiction arrange pet care during inpatient treatment. It made one grant worth $23,222, reported as the fair market value of a vehicle, to an Oklahoma organization; it gives only to preselected charities and does not accept unsolicited requests.
Assets
$899K
Grants
1
Total Given
$23K
The Albert and Hete Barthelmes
Tulsa, OK
The foundation supports arts and cultural programs, music education, and other community organizations, with a focus on children and Oklahoma; its 2024 grants all went to Oklahoma recipients. Grants ranged from $5,000 to $275,000, with a median of $22,500. It says to contact the foundation about applying; whether it accepts unsolicited requests is not stated.
Assets
$5.4M
Grants
10
Total Given
$477K
Rita L Willis Foundation
Tulsa, OK
The Tulsa-based Rita L. Willis Foundation supports a range of charitable organizations, including nature conservation and services for people experiencing homelessness or at risk. Its 2024 grants averaged about $709,000, though grant totals varied substantially by year. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$166K
Grants
11
Total Given
$7.8M
Virginia Mayo Ownby Charitable Trust
Tulsa, OK
The Virginia Mayo Ownby Charitable Trust funds organizations working in medical services, the arts, children’s care, community services, horticulture, and historical preservation, primarily in Oklahoma. Its 2025 grants ranged from $1,631 to $3,262, and it makes contributions only to preselected organizations, not unsolicited applicants.
Assets
$672K
Grants
15
Total Given
$46K
Lou and Connie Miller Charitable
Tulsa, OK
Lou and Connie Miller Charitable supports Oklahoma organizations in education and scholarships, arts, community improvements, and social services. Its 2024 grants ranged from $5,000 to $700,000, with a median of $10,000. It accepts requests by letter, and no deadline is listed.
Assets
$19.3M
Grants
17
Total Given
$1.3M
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