Avery Family Trust

Private foundation · EIN 73-6314003 · since 1999·Oklahoma·Updated 13 October 2026

At a glance

$1.1M
Annual giving, 2024 tax year
From the Form 990-PF filing
$7,500 to $135k
Grant range
From grants in the 990-PF filings
$30,000
Typical grant (median)
19 grants in the latest filing
Invitation only
Unsolicited applications are not accepted

This funder does not accept unsolicited applications. The foundation chooses the organisations it funds itself.

Key takeaways

  • The filing says the foundation gives only to preselected organisations and accepts no unsolicited requests, so a small charity should not send a cold request and should first look for an introduction.
  • Its grants mainly support performing arts, with annual-fund support for museums, historical societies and youth sports clubs, and most of its grants have gone to Oklahoma, though no geographic focus is stated.
  • Repeat giving is strong: 91% of its grant dollars went to organisations it had funded in earlier filings, and every request needs a majority vote from its trustees, so relationships are likely to matter a great deal.
  • A request near the $20,000 median sits within its typical range of $7,500 to $135,000, though its largest grant was $280,000, so that range is not a ceiling.
  • Where a connection already exists, the filing's stated route is a letter of request describing the charitable purpose, together with tax-exempt certification.

Overview

Avery Family Trust is a US private foundation administered by its trustee, MidFirst Bank, in Tulsa, OK.

What they fund

Profile based on the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) only: no website or other web source for the foundation was found. Every statement is checked against the filings. Sources read on 13 October 2026.

Priority Areas

Grant records identify performing arts as a major purpose, with awards to opera, symphony, chamber-music, ballet and choral organisations. Other recorded purposes include annual-fund support for a varied set of charitable organisations, such as museums, fire services, historical societies, meal services, tree-planting groups and youth sports clubs; a further set of grants is recorded for animal care and animal welfare. The grants have gone predominantly to organisations in Oklahoma, with a smaller share reaching New York and California. The filing describes giving as limited to preselected charitable organisations and lists a letter of request describing the charitable purpose, together with tax-exempt certification.

Themes

From its grants, not stated by the foundation:

  • Performing arts

Geographic Focus

No geographic focus is stated; the filings show grants mainly in Oklahoma.

How to apply

The filing lists a letter of request describing the charitable purpose, together with tax-exempt certification.

Application success factors

  • Repeat giving: In its TY2024 filing, 91% of its grant dollars to organisations went to organisations it had also funded in its TY2022 or TY2023 filing.
  • Grant size: Across its TY2022, TY2023 and TY2024 filings, half of its 51 grants to organisations were $20,000 or less.

What the foundation says:

  • A request must receive a majority vote from the trustees.

Where grants go

From grants to organisations in the foundation’s filings for tax years 2022–2024.

Grant dollars by state

Oklahoma94%
New York4%
California2%
  • The largest single recipient received 35% of grant dollars to organisations.
  • In tax year 2024, 91% of grant dollars went to organisations Avery Family Trust had funded in earlier filings.
  • No grants were paid directly to organisations outside the US.

Grants

19 grants in the latest filing analysed · median $30,000

How much do they typically give?

Share of 19 grants in tax year 2024 by size

$10k–$25k37%
$25k–$50k37%
$50k–$100k11%
$100k–$250k11%
$250k–$500k5%

Median $30,000 (tax year 2024)

The largest grants to organisations in the foundation’s latest filing:

  • Tulsa Opera · Performing arts
    $275,0002024 tax year
  • Tulsa Symphony Orchestra · Performing arts
    $180,0002024 tax year
  • Simon Estes Foundation · Annual fund
    $150,0002024 tax year
  • Philbrook Museum of Art · Annual fund
    $50,0002024 tax year
  • Metropolitan Opera · Performing arts
    $50,0002024 tax year
  • Oklahoma Intimidators · Annual fund
    $33,0002024 tax year
  • Rock Fire Department · Annual fund
    $31,0002024 tax year
  • Animal Rescue Foundation · Animal care
    $30,0002024 tax year

Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.

Officers and directors

Administered by its trustee, MidFirst Bank.

3 years of tax filings

YearTotal expensesGrants paidAssetsFiling document
2022 tax year$718,895$606,358$12,860,296Filing for 2022 tax year
2023 tax year$879,202$711,297$21,020,812Filing for 2023 tax year
2024 tax year$1,204,263$1,052,000$21,549,035Filing for 2024 tax year

Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.

Sources

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