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EIN 73-1520309

William S and Ann Atherton Foundation

IRS 501(c) type
501(c)(3)
Num. employees
2
City
Tulsa
State
Oklahoma
Year formed
1998
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The William S and Ann Atherton Foundation is a private foundation that is located in Tulsa, OK. The purpose of the foundation is to use investment income to fund charitable gifts. Last year, the foundation made 42 grants. Some of the grantees include Mayo Clinic.
Total revenues
$2,178,382
2023
Total expenses
$3,987,407
2023
Total assets
$15,758,477
2023
Num. employees
2
2023

Program areas at William S and Ann Atherton Foundation

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.
Investment income used to fund charitable gifts
Investment income used to fund charitable gifts

Grants made by William S and Ann Atherton Foundation

GranteeGrant descriptionAmount
Hillsdale CollegeBuilding Fund$650,000
Folds of Honor FoundationGeneral Fund$250,000
Mayo ClinicGeneral Fund$250,000
...and 26 more grants made totalling $1,500,000

Personnel at William S and Ann Atherton Foundation

NameTitleCompensation
Jessica FaubertPresident$200,000

Financials for William S and Ann Atherton Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$1,410,698
Net rental income$0
Net gain from sale of non-inventory assets$662,882
Gross sales of inventory$0
Miscellaneous revenues$104,802
Total revenues$2,178,382

Form 990s for William S and Ann Atherton Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-07-01990PFView PDF
2022-122023-11-13990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-14990PFView PDF
...and 10 more Form 990s
Data update history
December 24, 2023
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 28, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 3, 2023
Updated personnel
Identified 2 new personnel
October 7, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
1924 S Utica Ave Ste 1018
Tulsa, OK 74104
Metro area
Tulsa, OK
County
Tulsa County, OK
Phone
(918) 749-3953
IRS details
EIN
73-1520309
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1998
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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