Private foundation (trust)EIN 736314003Est. 1999-06

AVERY FAMILY TRUST

TULSA, OK 74114

Accepts unsolicited proposals

Total Assets

$21.5M

FY 2024

Annual Giving

$1.1M

FY 2024

Grants Made

19

FY 2024

Avg Grant

$55K

FY 2024

Grant Range

$20K–$275K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.3M

Total Expenses

$1.2M

Qualifying Distributions

$1.1M

Distributable Amount

$1.1M

Min. Investment Return

$1.1M

Undistributed Income

$246K

Payout rate 97%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.97%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

19 grants

Grant sizes from minimum $20K through median $30K to maximum $275K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $1.1M in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

66 grants

TULSA OPERA
$1.1M
4 grants
TULSA SYMPHONY ORCHESTRA
$570K
4 grants
THE SIMON ESTES FOUNDATION
$365K
4 grants
PHILBROOK MUSEUM OF ART
$117K
4 grants
THE METROPOLITAN OPERA
$114K
4 grants
ROCK FIRE DEPARTMENT
$73K
4 grants
TULSA SPCA
$58K
4 grants
ANIMAL RESCUE FOUNDATION
$58K
4 grants

Grant Size Distribution

66 grants

<$10K
17
grants
$10–50K
37
grants
$50–250K
8
grants
$250K–1M
4
grants
$1–5M
$5M+

Geographic Focus

3 states

Oklahoma
$2.8M
94% of total
New York
$114K
4% of total
California
$57K
2% of total

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AVERY FAMILY TRUST — Grants, Financials & Contact | Grantivo