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Oklahoma · Private foundation

Avery Family Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.1M
Granted FY2024(still arriving)
19
Grants FY2024
17
Organizations funded FY2023
12%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$30,000
Largest grant, FY2024
$275,000
Organizations funded a year
15 to 17
FY2017 to FY2023
States reached, FY2024
3
Total assets, FY2024
$9.0M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 12% of the organizations Avery Family Trust funded were first-time grantees, receiving 5% of its grant dollars.

New vs renewed · share of each year

In FY2023, 95% of grant dollars renewed an existing relationship; $33k went to new ones.

50%100%’18’19’20’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’22’23
Arts & CultureOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving19$1.1M21%
FY202317$711k12%
FY202215$606k0%
FY202015$560k0%
FY201915$454k0%
FY201816$421k0%
FY201716$527kn/a
97% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Arts & Culture$3.3MPhilanthropy$535kPublic Safety & Disaster$149kAnimals$149kRecreation & Sports$59kFood & Nutrition$58kEnvironment$50kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 18 grantees
All grantees of Avery Family Trust by total granted
GranteeTotal grantedYearsShare of their budget
Tulsa Opera Inc$1,922,000723%
Tulsa Symphony Orchestra Inc$840,00077%
The Philbrook Museum of Art Inc$156,50070%
Rock Fire Department$79,100729%
National Disaster Search Dog Foundation$70,20070%
Tulsa SPCA$64,60070%
Animal Rescue Foundation Inc$64,45877%
Meals on Wheels of Norman Inc$58,39773%
Up With Trees Inc$49,60071%
Chamber Music Tulsa$49,60074%
Circle Cinema Foundation$48,20071%
Tulsa Oratorio Chorus Inc$47,600719%
Osage County Historical Society & Museum$42,700723%
Oklahoma Intimidators 8u$33,0001n/a
Oklahoma Premier Fastpitch Club$26,0001n/a
Tulsa Ballet Theatre Inc$20,00010%
Oklahoma German Shepherd Rescue Inc$20,00018%
The Outsiders House Museum Association$18,000114%

What it could do for these grantees

Plus 4 recipients with no EIN on record ($722k), not named here.

Where it is load-bearing

Avery Family Trust supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 16 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10Mgrantee revenue →↑ funder's share of their budgetTulsa Opera Inc: $1,922,000 over 7y, 23% of budgetTulsa Symphony Orchestra Inc: $840,000 over 7y, 7.3% of budgetThe Philbrook Museum of Art Inc: $156,500 over 7y, 0.4% of budgetRock Fire Department: $79,100 over 7y, 29% of budgetNational Disaster Search Dog Foundation: $70,200 over 7y, 0.3% of budgetTulsa SPCA: $64,600 over 7y, 0.4% of budgetAnimal Rescue Foundation Inc: $64,458 over 7y, 6.6% of budgetMeals on Wheels of Norman Inc: $58,397 over 7y, 3.4% of budgetUp With Trees Inc: $49,600 over 7y, 1.2% of budgetChamber Music Tulsa: $49,600 over 7y, 3.5% of budgetCircle Cinema Foundation: $48,200 over 7y, 1.5% of budgetTulsa Oratorio Chorus Inc: $47,600 over 7y, 19% of budgetOsage County Historical Society & Museum: $42,700 over 7y, 23% of budgetTulsa Ballet Theatre Inc: $20,000 over 1y, 0.2% of budgetOklahoma German Shepherd Rescue Inc: $20,000 over 1y, 8.2% of budgetThe Outsiders House Museum Association: $18,000 over 1y, 14% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 16.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Hardesty Family Foundation IncOK24.1× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Hardesty Family Foundation Inc · Flint Family Foundation · The Gelvin Foundation · The Anne and Henry Zarrow Foundation · Mervin Bovaird Foundation · Ralph and Frances McGill Foundation the Trust Company of Oklahoma · One Gas Foundation Inc · Charles and Lynn Schusterman Family Foundation · The Albert and Hete Barthelmes Foundation Inc · The Charles & Marion Weber Foundation · Kathleen Patton Westby Foundation · Zink Family Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Avery Family Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Avery Family Trust?

Find your warmest path to Avery Family Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Avery Family Trust

How much does Avery Family Trust give?
Avery Family Trust reported 19 grants totaling $1,052,000 in its FY2024 IRS filing. It funded between 15 and 17 organizations a year over FY2017 to FY2023.
What does Avery Family Trust fund?
By grant dollars over FY2017 to FY2024, its largest causes are Arts & Culture (76%), Philanthropy (12%), Public Safety & Disaster (3%).
Who are Avery Family Trust's largest grantees?
By total granted over FY2017 to FY2024: Tulsa Opera Inc ($1.9M), Tulsa Symphony Orchestra Inc ($840k), The Philbrook Museum of Art Inc ($157k).
Does Avery Family Trust fund new organizations?
In FY2023, 12% of the organizations it funded were first-time grantees.
Does Avery Family Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Avery Family Trust?
Its strongest co-funders, measured against what their size predicts, include The Hardesty Family Foundation Inc, Flint Family Foundation, The Gelvin Foundation.
Where is Avery Family Trust based?
Avery Family Trust is based in OK.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 22 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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