Private foundation (trust)EIN 731520309Est. 1998-03
WILLIAM S & ANN ATHERTON FOUNDATION
TULSA, OK 74104
Accepts unsolicited proposalsTotal Assets
$52.1M
FY 2023
Annual Giving
$3.0M
FY 2023
Grants Made
39
FY 2023
Avg Grant
$76K
FY 2023
Grant Range
$2K–$1.1M
Typical
Deadlines
Open / rolling
Applications
Programs & Activities
Program 1
The william s. And ann atherton foundation is a private, non-operating foundation. It accomplishes its charitable purpose solely through a program of making charitable gifts and grants and does not conduct any direct charitable activities or make program-related investments. The foundation manager spends an average of 60% of her time administering investments and 40% answering correspondence, and investigating institutions that require funding. Therefore, 40% of related expenses have been allocated to grant-making activities.
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$2.2M
Total Expenses
$4.0M
Qualifying Distributions
$3.4M
Distributable Amount
$2.8M
Min. Investment Return
$2.8M
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
39 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
3 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
125 grants
Grant Size Distribution
125 grants
Geographic Focus
18 states
+8 more states
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