The William S & Ann Atherton Foundation is a private, non-operating foundation based in Tulsa, Oklahoma. Established in 1997, the foundation accomplishes its charitable purpose solely through making charitable gifts and grants rather than conducting direct charitable activities or program-related investments.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$15.4M
-2.3% YoY
Annual Giving
$1.3M
-57.4% YoY
Grant Count
21
-46.2% YoY
Avg Grant Size
$60K
-20.9% YoY
Under IRS private-foundation payout rules, William S & Ann Atherton Foundation reported a distributable amount of $2.5M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
Mission Statement: Dedicated to the support of all people, the arts, and sciences.
The foundation's grantmaking focuses on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- The arts and sciences
Grantmaking
The foundation manager allocates approximately 60% of time to administering investments and 40% to answering correspondence and investigating institutions requiring funding. Forty percent of related expenses are allocated to grant-making activities.
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Geographic Focus
Where this funder awards grants
The foundation supports grantees across multiple U.S. states and regions, including:
- Oklahoma (primary focus)
- Virginia
- District of Columbia
- Arkansas, Arizona, California, Colorado, Florida, Kansas, Kentucky, Maryland, Michigan, Minnesota, New Jersey, New York, Tennessee, Texas
The foundation also supports major cities including New York City, Washington, and Phoenix, as well as smaller communities.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (2024):
- Total assets: $15,401,368
- Total revenues: $1,603,869
- Total expenses: $1,986,382
- Annual expenses: approximately $3.99 million
- Annual revenue: approximately $2.18 million
Staffing:
- 2 employees
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $15,401,368 | $15,758,477 | $17,549,318 |
| Revenue | $1,603,869 | $2,178,382 | $7,559,533 |
| Expenses | $1,986,382 | $3,987,407 | $2,493,974 |
| Qualifying Distributions | $1,548,220 | $3,350,513 | $2,105,549 |
| Net Investment Income | $1,166,185 | $1,491,566 | $3,814,358 |
| Distributable Amount | $2,476,823 | $2,808,611 | $2,632,676 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
191 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Classically Formed Inc ($510,500), Folds of Honor Foundation ($250,000), Oklahoma Council of Public Affairs ($150,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CLASSICALLY FORMED INC TULSA, OK | GENERAL FUND | $510,500 |
| CONSTITUTING AMERICA COLLEYVILLE, TX | GENERAL FUND | $12,000 |
| FOLDS OF HONOR FOUNDATION TULSA, OK | GENERAL FUND | $250,000 |
| GODSPEED FLIGHT DEMONSTRATION TEAM INC TULSA, OK | GENERAL FUND | $25,000 |
| INDEPENDENT INSTITUTE OAKLAND, CA | GENERAL FUND | $12,000 |
| JOHN BROWN UNIVERSITY SILOAM SPRINGS, AR | PIZZA HUT SCHOLARSHIP | $12,500 |
| MEDIA RESEARCH CENTER ALEXANDRIA, VA | GENERAL FUND | $7,000 |
| NAT'L COWBOY & WESTERN HERITAGE MUSEUM OKLAHOMA CITY, OK | GENERAL FUND | $100,000 |
| OKLAHOMA COUNCIL OF PUBLIC AFFAIRS OKLAHOMA CITY, OK | GENERAL FUND | $150,000 |
| PRAGER UNIVERSITY FOUNDATION OWING MILLS, MD | PRAGER U KIDS SPONSORSHIP | $35,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- William S Atherton – Chairman
- D Ann Atherton – Director
- Jessica Ann Faubert – President (compensation: $252,861)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM S ATHERTON | CHAIRMAN | 1 | $4,000 |
| D ANN ATHERTON | DIRECTOR | 1 | $4,000 |
| JESSICA ANN FAUBERT | PRESIDENT | 40 | $195,660 |
| J THOMAS ATHERTON | TREASURER | 10 | $154,000 |
| M DIRK ATHERTON | DIRECTOR | 1 | $4,000 |
| PRESTON B SMITH | SECRETARY | 1 | $4,000 |
Contact Information
Address: 1924 S Utica Ave, Suite 1018 Tulsa, OK 74104
Phone: 918-749-3953
Tax Status:
- EIN: 73-1520309
- 501(c)(3) organization
- Tax-exempt since March 1998
- Required to file IRS Form 990-PF
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does William S & Ann Atherton Foundation fund?
**Mission Statement:** Dedicated to the support of all people, the arts, and sciences. The foundation's grantmaking focuses on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • The arts and sciences
How do I apply for a grant from William S & Ann Atherton Foundation?
**Grant Activity:** • Total giving: $1,265,000 (most recent filing) • Typical award range: $1,000–$1,100,000 • Recent grant activity: Made 42 grants in 2024 **Recent Grants:** • Folds of Honor Foundation: $250,000 (2024) • Mayo Clinic (recipient noted in recent activity) • Oklahoma Council of Public Affairs (recipient noted in recent activity) **Operations:** The foundation manager allocates approximately 60% of time to administering investments and 40% to answering correspondence and investiga…
Where does William S & Ann Atherton Foundation make grants?
The foundation supports grantees across multiple U.S. states and regions, including: • Oklahoma (primary focus) • Virginia • District of Columbia • Arkansas, Arizona, California, Colorado, Florida, Kansas, Kentucky, Maryland, Michigan, Minnesota, New Jersey, New York, Tennessee, Texas The foundation also supports major cities including New York City, Washington, and Phoenix, as well as smaller communities.
What size grants does William S & Ann Atherton Foundation award?
In 2024, William S & Ann Atherton Foundation awarded 21 grants totaling $1.3M — an average of about $60K per grant, based on its IRS Form 990 filings.
How much is William S & Ann Atherton Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William S & Ann Atherton Foundation reported a distributable amount of $2.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William S & Ann Atherton Foundation's EIN?
William S & Ann Atherton Foundation's EIN (Employer Identification Number) is 73-1520309. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.