· 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.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- $10k–50k14 grants · $347k
- $50k–250k4 grants · $430k
- $250k+1 grant · $275k
| Recipient | Amount |
|---|---|
| TULSA OPERA | $275,000 |
| TULSA SYMPHONY ORCHESTRA | $180,000 |
| THE SIMON ESTES FOUNDATION | $150,000 |
| THE METROPOLITAN OPERA | $50,000 |
| PHILBROOK MUSEUM OF ART | $50,000 |
| OKLAHOMA INTIMIDATORS INC | $33,000 |
| ROCK FIRE DEPARTMENT | $31,000 |
| TULSA SPCA | $30,000 |
| MEALS ON WHEELS | $30,000 |
| ANIMAL RESCUE FOUNDATION | $30,000 |
| OKLAHOMA PREMIER FASTPITCH CLUB | $26,000 |
| SEARCH DOG FOUNDATION | $25,000 |
| UP WITH TREES | $22,000 |
| CHAMBER MUSIC TULSA | $20,000 |
| CIRCLE CINEMA FOUNDATION | $20,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY17–24) land where the poverty rate runs at 15%, against an area that typically sits at 10%. 98% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +74% since the first grant, against -10% for the ones you funded once.
16 repeat relationships — 15 still active in FY2024, 1 since wound down; 4 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 91% of grant dollars renewed an existing relationship; $99k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
TULSA OPERA INC7× · 2017–2024 · $1.9M · revenue +100%
Tulsa Symphony Orchestra Inc7× · 2017–2024 · $840k · revenue +15%
THE PHILBROOK MUSEUM OF ART INC7× · 2017–2024 · $157k · revenue +253%
Funded once
- TOTHE OUTSIDERS HOUSE MUSEUM ASSOCIATIONone grant, 2023 · $18k · revenue -10%
- IGIndividual grant recipientone grant, 2023 · $15k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
Pug Rescue Owasso mission is to rescue abused, abandoned, homeless, unwanted , sick and injured pugs. we rehabilitate them medically and emotionally and place them into homes
The Mission Statement for the Okmulgee County Humane Society is to enrich the lives of dogs and cats and provide support to the people who love them when in need - strengthen the overall human-animal bond.
Theatre tulsa provided theatre education programming throughout the fiscal year serving 125 students. the education program included 3 staged youth shows.
Our purpose is to restore and preserve the historic Okla Theatre, a cherished landmark that holds deep cultural and historical significance for our town. Through this restoration, we aim to honor our communitys heritage, foster local…
To promote German and European culture through festivals.
Provide additional financial support for the Oklahoma Humane Society.
Animal Aid is a private welfare organization dedicated to saving sick or injured stray dogs and cats, helping pets find loving homes, helping reunite lost and found pets with their owners and encouraging respect and awareness for the…
To inspire children, connect families, and build community through exploration, exhibits, programming, and play.
The mission of tulsa historical society & museum is to illuminate the past, enrich the present, and inspire future generations by collecting, preserving, and presenting tulsa's history.
The mission of the organization is to encourage growth in the cultural climate of oklahoma through the production of classical theatrical productions in unique venues at a reasonable admission price.
For reference, the grantee most central to the portfolio’s shape is Tulsa Opera Inc and the most unlike its peers is Rock Fire Department. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
16 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 16 of the 22 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds TULSA OPERA INC ↗
- Who funds Tulsa Symphony Orchestra Inc ↗
- Who funds THE PHILBROOK MUSEUM OF ART INC ↗
- Who funds Rock Fire Department ↗
- Who funds NATIONAL DISASTER SEARCH DOG FOUNDATION ↗
- Who funds Tulsa SPCA ↗
- Who funds ANIMAL RESCUE FOUNDATION INC ↗
- Who funds Meals on Wheels of Norman Inc ↗
- Who funds CHAMBER MUSIC TULSA ↗
- Who funds UP WITH TREES INC ↗
- Who funds CIRCLE CINEMA FOUNDATION ↗
- Who funds Tulsa Oratorio Chorus Inc ↗
- Who funds OSAGE COUNTY HISTORICAL SOCIETY & MUSEUM ↗
- Who funds OKLAHOMA GERMAN SHEPHERD RESCUE INC ↗
- Who funds TULSA BALLET THEATRE INC ↗
- Who funds THE OUTSIDERS HOUSE MUSEUM ASSOCIATION ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
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
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Avery Family Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- Up With Trees Inc — 100% of income from government
- The Philbrook Museum of Art Inc — 4% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
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.