The Oklahoma State Capitol

Form 990-PFTax year 2024EIN 73-6314003

Avery Family Trust

A private foundation in Tulsa, OK. Its return for tax year 2024 lists 19 grants and $1.1 million paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests. It still lists the details below.

Contact person
On file
Phone
On file
Email
On file
Mailing address
On file
Form and materials
On file
Deadlines
None
Restrictions
Yes, must have a majority vote from trustees.

Contact person, phone, email, mailing address and application materials on file. See them with a plan.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $1,052,000

    Grants listed
    19
    Assets, end of year
    $9,032,454
  • Tax year 2023

    $711,297

    Grants listed
    17
    Assets, end of year
    $8,950,926
  • Tax year 2022

    $606,358

    Grants listed
    15
    Assets, end of year
    $12,934,344
  • Tax year 2021

    $0

    Grants listed
    0
    Assets, end of year
    $0
  • Tax year 2020

    $560,000

    Grants listed
    15
    Assets, end of year
    $5,743,567
  • Tax year 2019

    $454,100

    Grants listed
    15
    Assets, end of year
    $6,220,933
  • Tax year 2018

    $421,200

    Grants listed
    16
    Assets, end of year
    $6,560,146

Grants paid in 2024

19 grants, largest first

As listed on the return.

  1. Tulsa OperaTulsa, OK

    Performing arts

    $275,000
  2. Tulsa Symphony OrchestraTulsa, OK

    Performing arts

    $180,000
  3. The Simon Estes FoundationTulsa, OK

    Annual fund

    $150,000
  4. Philbrook Museum of ArtTulsa, OK

    Annual fund

    $50,000
  5. The Metropolitan OperaNew York, NY

    Performing arts

    $50,000
  6. Oklahoma Intimidators IncMuskogee, OK

    Annual fund

    $33,000
  7. Rock Fire DepartmentSkiatook, OK

    Annual fund

    $31,000
  8. Animal Rescue FoundationTulsa, OK

    Animal care

    $30,000
  9. Meals on WheelsTulsa, OK

    Annual fund

    $30,000
  10. Tulsa SPCATulsa, OK

    Animal care

    $30,000
  11. Oklahoma Premier Fastpitch ClubMuskogee, OK

    Annual fund

    $26,000
  12. Search Dog FoundationOjai, CA

    Animal care

    $25,000
  13. Up with TreesTulsa, OK

    Annual fund

    $22,000
  14. Chamber Music TulsaTulsa, OK

    Performing arts

    $20,000
  15. Circle Cinema FoundationTulsa, OK

    Annual fund

    $20,000
  16. Oklahoma German Shepherd Rescue IncJenks, OK

    Animal care

    $20,000
  17. Osage County Historical SocietyPawhuska, OK

    Annual fund

    $20,000
  18. Tulsa BalletTulsa, OK

    Performing arts

    $20,000
  19. Tulsa Oratorio ChorusTulsa, OK

    Performing arts

    $20,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Arts and culture7 grants $615,00082% of the total
  2. Animals3 grants $80,00011% of the total
  3. Disaster relief and public safety1 grant $31,0004% of the total
  4. Sports and recreation1 grant $26,0003% of the total

By State

Grants to organizations with a US address, latest year.

  1. Oklahoma17 grants $977,000
  2. New York1 grant $50,000
  3. California1 grant $25,000

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Midfirst BankTRUSTEE Hours 40Pay $0

The return

More foundations

Similar foundations

Same main cause (arts and culture), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. The Sneed Foundation IncTulsa, OK 2 grants Preselected only $972,415 giving
  2. The Grace FoundationTulsa, OK 7 grants Preselected only $625,500 giving
  3. The Lee M Lobeck-Marks FoundationTulsa, OK 5 grants Preselected only $614,749 giving
  4. The David B Waters Charitable FoundationTulsa, OK 4 grants Preselected only $610,350 giving
  5. Commonwealth FoundationTulsa, OK 17 grants Accepts applications $552,500 giving