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EIN 73-6314003

Avery Family Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Tulsa
State
Oklahoma
Year formed
1999
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Avery Family Trust is a private foundation that primarily funds the annual fund, performing arts, and animal protection. Last year, the trust made 15 grants to organizations such as the Tulsa Opera.
Also known as...
Etta May Avery Ttee
Total revenues
$8,624,582
2023
Total expenses
$879,202
2023
Total assets
$8,950,926
2023
Num. employees
0
2023

Grants made by Avery Family Trust

GranteeGrant descriptionAmount
Tulsa OperaPerforming Arts$272,000
Tulsa Symphony Orchestra (TSO)Performing Arts$135,000
The Philbrook Museum of ArtAnnual Fund$32,000
...and 10 more grants made

Personnel at Avery Family Trust

NameTitleCompensation
Midfirst BankTrust Officer$0
Stephanie SteelmonTrustee$0

Financials for Avery Family Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$7,899,785
Investment income and dividends$465,872
Net rental income$0
Net gain from sale of non-inventory assets$258,925
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$8,624,582

Form 990s for Avery Family Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990PFView PDF
2022-122023-11-13990PFView PDF
2021-122022-11-15990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-15990PFView PDF
...and 8 more Form 990s

Organizations like Avery Family Trust

OrganizationLocationRevenue
The Ora Foundation 009090-000Wilmington, DE$2,751,220
Weaver Family FoundationCarmel, IN$2,505,319
Tate Family FoundationFox Point, WI$16,026,328
Eden Charitable FoundationPalmetto, GA$7,867,602
The ROS FoundationGreenfield, WI$2,217,092
Mann-Paller FoundationBethesda, MD$2,863,532
The Nasher FoundationForney, TX$5,523,632
Boston Children's Chorus (BCC)Boston, MA$9,965,266
The Rosen Family FoundationEagan, MN$5,573,739
Kahng FoundationAustin, TX$3,014,189
Data update history
January 21, 2024
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 7, 2023
Updated personnel
Identified 2 new personnel
June 30, 2023
Posted financials
Added Form 990PF for fiscal year 2020
May 23, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Arts, cultural, and humanities
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
2200 S Utica Pl Ste 550
Tulsa, OK 74114
Metro area
Tulsa, OK
County
Tulsa County, OK
Phone
(918) 293-6862
IRS details
EIN
73-6314003
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1999
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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