Funder DirectoryWILLIAM S & ANN ATHERTON FOUNDATION
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Private foundation (trust)EIN 731520309Est. 1998-03

WILLIAM S & ANN ATHERTON FOUNDATION

TULSA, OK 74104

Accepts unsolicited proposals

Total 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

Education

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 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

39 grants

Grant sizes from minimum $2K through median $10K to maximum $1.1M, 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

3 years

Giving over time from 2020 to 2023. Peak $3.0M in 2023. Hover bars for details.

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

Top Recipients

125 grants

NAT'L COWBOY & WESTERN HERITAGE MUSEUM
$1.4M
4 grants
MAYO CLINIC
$1.1M
3 grants
HILLSDALE COLLEGE
$950K
2 grants
CLASSICALLY FORMED INC
$510K
3 grants
FOLDS OF HONOR FOUNDATION
$500K
2 grants
THE HERITAGE FOUNDATION
$150K
3 grants
OKLAHOMA STATE UNIVERSITY FOUNDATION
$138K
3 grants
OKLAHOMA COUNCIL OF PUBLIC AFFAIRS
$131K
4 grants

Grant Size Distribution

125 grants

<$10K
76
grants
$10–50K
34
grants
$50–250K
10
grants
$250K–1M
4
grants
$1–5M
1
grants
$5M+

Geographic Focus

18 states

Oklahoma
$3.0M
51% of total
Minnesota
$1.1M
18% of total
Michigan
$958K
16% of total
District of Columbia
$279K
5% of total
Virginia
$205K
4% of total
Maryland
$88K
2% of total
Arkansas
$64K
1% of total
Florida
$50K
1% of total
Arizona
$43K
1% of total
California
$31K
1% of total

+8 more states

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